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Agilon Health Inc (AGL)

CUSIP: 00857U206 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 206 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AThe Goldman Sachs Group, Inc.651,8263.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AThe Goldman Sachs Group, Inc.651,826
3.9% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC107,721
0.0% of portfolio›$9.1M
Bank of New York Mellon Corp35,055
0.0% of portfolio›$2.8M
Belvedere Trading LLC15,169
0.0% of portfolio›$1.2M
Strs Ohio12,400
0.0% of portfolio›$986.9K
Creative Planning12,362
0.0% of portfolio›$983.9K
Ellsworth Advisors, LLC10,161
0.1% of portfolio›$808.7K
Simplify Asset Management Inc.8,406
0.0% of portfolio›$669.0K
Y-Intercept (Hong Kong) Ltd8,383
0.0% of portfolio›$667.2K
Inspire Investing, LLC8,048
0.0% of portfolio›$640.5K
Atwater Malick LLC7,903
0.1% of portfolio›$629.0K
Imc-Chicago, LLC7,542
0.0% of portfolio›$600.3K
Simplex Trading, LLC5,584
0.0% of portfolio›$444.4K
Olympiad Research LP4,359
0.5% of portfolio›$346.9K
Brighton Jones LLC3,615
0.0% of portfolio›$287.7K
Counterpoint Mutual Funds LLC3,433
0.0% of portfolio›$273.2K
Citigroup Inc3,383
0.0% of portfolio›$269.3K
Chicago Trust Co NA3,314
0.0% of portfolio›$263.8K
Arizona State Retirement System2,945
0.0% of portfolio›$234.4K
Apollon Wealth Management, LLC2,924
0.0% of portfolio›$232.7K
Bayforest Capital Ltd1,400
0.2% of portfolio›$111.4K
Essential Partners LLC1,185
0.0% of portfolio›$94.3K
EverSource Wealth Advisors, LLC983
0.0% of portfolio›$78.2K
State of Alaska, Department of Revenue816
0.0% of portfolio›$64
Root Financial Partners, LLC719
0.0% of portfolio›$57.2K
KBC Group NV555
0.0% of portfolio›$44.0K
V-Square Quantitative Management LLC428
0.0% of portfolio›$34.1K
Sterling Capital Management LLC411
0.0% of portfolio›$32.7K
True Wealth Design, LLC332
0.0% of portfolio›$26.4K
Farther Finance Advisors, LLC229
0.0% of portfolio›$18.2K
IFP Advisors, Inc227
0.0% of portfolio›$18.1K
Gamma Investing LLC200
0.0% of portfolio›$15.9K
Center for Financial Planning, Inc.130
0.0% of portfolio›$10.3K
Nisa Investment Advisors, LLC112
0.0% of portfolio›$8.9K
Midwest Capital Advisors, LLC109
0.0% of portfolio›$8.7K
Leonteq Securities AG102
0.0% of portfolio›$8.1K
Blue Trust, Inc.86
0.0% of portfolio›$6.8K
SJS Investment Consulting Inc.57
0.0% of portfolio›$4.5K
Clayton Financial Group LLC40
0.0% of portfolio›$3.2K
Fortitude Family Office, LLC19
0.0% of portfolio›$1.5K
Provenance Wealth Advisors, LLC19
0.0% of portfolio›$1.5K
US Bancorp \de\17
0.0% of portfolio›$1.4K
Parkside Financial Bank & Trust16
0.0% of portfolio›$1.3K
Parallel Advisors, LLC10
0.0% of portfolio›$796
Ascentis Wealth Management, LLC6
0.0% of portfolio›$477
CoreCap Advisors, LLC4
0.0% of portfolio›$318
Silver Grove Financial Group, Inc.3
0.0% of portfolio›$239
Covestor Ltd2
0.0% of portfolio›$0
Larson Financial Group LLC2
0.0% of portfolio›$159
Hughes Financial Services, LLC2
0.0% of portfolio›$172
SBI Securities Co., Ltd.2
0.0% of portfolio›$159
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
107,721$9.1M0.0%CoreLowPlymouth, MN2026-10-13
Bank of New York Mellon Corp
35,055$2.8M0.0%CoreLowNew York, NY2026-11-05
Belvedere Trading LLC
15,169$1.2M0.0%Agg GrowthVery HighChicago, IL2026-11-05
Strs Ohio
12,400$986.9K0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
12,362$983.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Ellsworth Advisors, LLC
10,161$808.7K0.1%GARPHighHudson, OH2026-10-15
Simplify Asset Management Inc.
8,406$669.0K0.0%CoreLowLas Vegas, NV2026-10-27
Y-Intercept (Hong Kong) Ltd
8,383$667.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Inspire Investing, LLC
8,048$640.5K0.0%GARPHighMeridian, ID2026-10-22
Atwater Malick LLC
7,903$629.0K0.1%CoreLowLancaster, PA2026-10-15
Imc-Chicago, LLC
7,542$600.3K0.0%GARPVery HighChicago, IL2026-11-05
Simplex Trading, LLC
5,584$444.4K0.0%CoreVery HighChicago, IL2026-11-04
Olympiad Research LP
4,359$346.9K0.5%Deep ValueVery HighStamford, CT2026-11-04
Brighton Jones LLC
3,615$287.7K0.0%CoreVery LowSeattle, WA2026-11-03
Counterpoint Mutual Funds LLC
3,433$273.2K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Citigroup Inc
3,383$269.3K0.0%CoreMediumNew York, NY2026-11-04
Chicago Trust Co NA
3,314$263.8K0.0%CoreLowGrayslake, IL2026-10-28
Arizona State Retirement System
2,945$234.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Apollon Wealth Management, LLC
2,924$232.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Bayforest Capital Ltd
1,400$111.4K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Essential Partners LLC
1,185$94.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
983$78.2K0.0%CoreMediumBirmingham, AL2026-11-04
State of Alaska, Department of Revenue
816$640.0%CoreVery LowJuneau, AK2026-10-15
Root Financial Partners, LLC
719$57.2K0.0%ETFMediumEncinitas, CA2026-10-21
KBC Group NV
555$44.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
V-Square Quantitative Management LLC
428$34.1K0.0%CoreLowChicago, IL2026-10-15
Sterling Capital Management LLC
411$32.7K0.0%GARPMediumCharlotte, NC2026-10-22
True Wealth Design, LLC
332$26.4K0.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
229$18.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
227$18.1K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
200$15.9K0.0%IndexVery LowFoster City, CA2026-10-08
Center for Financial Planning, Inc.
130$10.3K0.0%ETFLowSouthfied, MI2026-10-26
Nisa Investment Advisors, LLC
112$8.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Midwest Capital Advisors, LLC
109$8.7K0.0%ETFHighGrand Rapids, MI2026-11-04
Leonteq Securities AG
102$8.1K0.0%CoreHighZurich, Switzerland2026-10-29
Blue Trust, Inc.
86$6.8K0.0%ETFLowBrentwood, TN2026-10-15
SJS Investment Consulting Inc.
57$4.5K0.0%ETFVery LowSylvania, OH2026-10-26
Clayton Financial Group LLC
40$3.2K0.0%ETFLowSt. Louis, MO2026-10-13
Fortitude Family Office, LLC
19$1.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
19$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
US Bancorp \de\
17$1.4K0.0%IndexLowMinneapolis, MN2026-11-05
Parkside Financial Bank & Trust
16$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
10$7960.0%IndexLowSan Francisco, CA2026-11-03
Ascentis Wealth Management, LLC
6$4770.0%Agg GrowthLowDallas, TX2026-11-03
CoreCap Advisors, LLC
4$3180.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
3$2390.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30
Larson Financial Group LLC
2$1590.0%GrowthLowSt Louis, MO2026-11-05
Hughes Financial Services, LLC
2$1720.0%ETFLowHerndon, VA2026-10-30
SBI Securities Co., Ltd.
2$1590.0%Agg GrowthLowTokyo, Mexico2026-10-22
Newly reported
No 13F filer matched