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Evolent Health Inc (EVH)

CUSIP: 30050B101 | NYSE | Healthcare · Health Information Services | Small Cap | 886 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

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/AMorgan Stanley
with Morgan Stanley Capital Services LLC
3,034,5892.7%Newly reportedAug 31, 2026No 13F filer matched
13GBlackRock Portfolio Management LLC6,227,3555.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMorgan Stanley3,034,589
2.7% of class · Aug 31, 2026Newly reported
with Morgan Stanley Capital Services LLC
No 13F filer matched
13GBlackRock Portfolio Management LLC6,227,355
5.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP794,308
0.0% of portfolio›$2.8M
Creative Planning294,942
0.0% of portfolio›$1.0M
Brighton Jones LLC291,034
0.0% of portfolio›$1.0M
Congress Asset Management Co275,158
0.0% of portfolio›$960.3K
Citigroup Inc195,550
0.0% of portfolio›$682.5K
Y-Intercept (Hong Kong) Ltd193,376
0.0% of portfolio›$674.9K
State of Wyoming113,074
0.0% of portfolio›$394.6K
Tempus Wealth Planning, LLC100,774
0.1% of portfolio›$351.7K
HB Wealth Management, LLC34,637
0.0% of portfolio›$120.9K
Vise Technologies, Inc.30,215
0.0% of portfolio›$105.5K
ERn Financial, LLC29,574
0.0% of portfolio›$103.2K
Harbor Capital Advisors, Inc.26,078
0.0% of portfolio›$91.0K
Signaturefd, LLC21,838
0.0% of portfolio›$76.2K
ProShare Advisors LLC14,194
0.0% of portfolio›$49.5K
TSA Wealth Managment LLC14,156
0.0% of portfolio›$49.4K
Simplicity Wealth,LLC12,504
0.0% of portfolio›$43.6K
Xponance LLC10,729
0.0% of portfolio›$37.4K
Strs Ohio7,400
0.0% of portfolio›$25.8K
State of Alaska, Department of Revenue6,662
0.0% of portfolio›$23
FNY Investment Advisers, LLC5,000
0.0% of portfolio›$17
Pinnacle Wealth Planning Services, Inc.4,857
0.0% of portfolio›$17.0K
Caitong International Asset Management Co., Ltd3,551
0.0% of portfolio›$12.4K
Parallel Advisors, LLC3,080
0.0% of portfolio›$10.7K
Gamma Investing LLC2,901
0.0% of portfolio›$10.1K
Sterling Capital Management LLC2,737
0.0% of portfolio›$9.6K
William Mack & Associates, Inc.2,498
0.0% of portfolio›$8.7K
Covestor Ltd2,035
0.0% of portfolio›$7
Farther Finance Advisors, LLC1,880
0.0% of portfolio›$6.6K
Parkside Financial Bank & Trust1,841
0.0% of portfolio›$6.4K
Harbor Investment Advisory, LLC1,658
0.0% of portfolio›$5.8K
Essential Partners LLC1,027
0.0% of portfolio›$3.6K
EverSource Wealth Advisors, LLC952
0.0% of portfolio›$3.3K
SJS Investment Consulting Inc.753
0.0% of portfolio›$2.6K
MassMutual Private Wealth & Trust, FSB495
0.0% of portfolio›$1.7K
North Star Investment Management Corp.380
0.0% of portfolio›$1.3K
Avion Wealth346
0.0% of portfolio›$1
Ascentis Wealth Management, LLC314
0.0% of portfolio›$1.1K
Fortitude Family Office, LLC277
0.0% of portfolio›$967
Bare Financial Services, Inc160
0.0% of portfolio›$558
SBI Securities Co., Ltd.135
0.0% of portfolio›$471
Meriwether Wealth & Planning, LLC125
0.0% of portfolio›$436
Root Financial Partners, LLC35
0.0% of portfolio›$122
Concord Wealth Partners13
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
794,308$2.8M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
294,942$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Brighton Jones LLC
291,034$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Congress Asset Management Co
275,158$960.3K0.0%GrowthMediumBoston, MA2026-10-06
Citigroup Inc
195,550$682.5K0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
193,376$674.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of Wyoming
113,074$394.6K0.0%ValueHighCheyenne, WY2026-10-28
Tempus Wealth Planning, LLC
100,774$351.7K0.1%ETFMediumIrvine, CA2026-10-14
HB Wealth Management, LLC
34,637$120.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Vise Technologies, Inc.
30,215$105.5K0.0%IndexLowNew York, NY2026-10-29
ERn Financial, LLC
29,574$103.2K0.0%ETFVery LowMiddleton, WI2026-10-28
Harbor Capital Advisors, Inc.
26,078$91.0K0.0%ValueHighChicago, IL2026-10-22
Signaturefd, LLC
21,838$76.2K0.0%IndexLowAtlanta, GA2026-10-23
ProShare Advisors LLC
14,194$49.5K0.0%GrowthLowBethesda, MD2026-10-29
TSA Wealth Managment LLC
14,156$49.4K0.0%ETFMediumHouston, TX2026-10-22
Simplicity Wealth,LLC
12,504$43.6K0.0%ETFLowSummit, NJ2026-10-23
Xponance LLC
10,729$37.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Strs Ohio
7,400$25.8K0.0%CoreMediumColumbus, OH2026-10-30
State of Alaska, Department of Revenue
6,662$230.0%CoreVery LowJuneau, AK2026-10-15
FNY Investment Advisers, LLC
5,000$170.0%GrowthVery HighNew York, NY2026-10-16
Pinnacle Wealth Planning Services, Inc.
4,857$17.0K0.0%GARPLowMansfield, OH2026-10-27
Caitong International Asset Management Co., Ltd
3,551$12.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parallel Advisors, LLC
3,080$10.7K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
2,901$10.1K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,737$9.6K0.0%GARPMediumCharlotte, NC2026-10-22
William Mack & Associates, Inc.
2,498$8.7K0.0%ETFLowTroy, MI2026-10-27
Covestor Ltd
2,035$70.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
1,880$6.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
1,841$6.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Investment Advisory, LLC
1,658$5.8K0.0%GrowthLowLutherville, MD2026-10-13
Essential Partners LLC
1,027$3.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
952$3.3K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
753$2.6K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
495$1.7K0.0%CoreLowSpringfield, MA2026-10-05
North Star Investment Management Corp.
380$1.3K0.0%CoreLowChicago, IL2026-10-27
Avion Wealth
346$10.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Wealth Management, LLC
314$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Fortitude Family Office, LLC
277$9670.0%ETFMediumScottsdale, AZ2026-10-14
Bare Financial Services, Inc
160$5580.0%ETFVery LowGap, PA2026-11-04
SBI Securities Co., Ltd.
135$4710.0%Agg GrowthLowTokyo, Mexico2026-10-22
Meriwether Wealth & Planning, LLC
125$4360.0%ETFMediumMinden, LA2026-10-13
Root Financial Partners, LLC
35$1220.0%ETFMediumEncinitas, CA2026-10-21
Concord Wealth Partners
13$450.0%GrowthLowAbingdon, VA2026-11-02