agilon health, inc. - Common Stock (AGL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
AGL on NYSE
Shares outstanding
415,460,499
Price per share
$0.85
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
371,144,958
Total reported value
$255,803,179
% of total 13F portfolios
0%
Share change
-9,218,713
Value change
-$10,884,646
Number of holders
192
Price from insider filings
$0.85
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of agilon health, inc. - Common Stock (AGL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 12% $192,768,956 50,200,249 Morgan Stanley 31 Mar 2025
North Peak Capital Management, LLC 9.5% +86% $40,594,316 +$18,411,536 39,411,957 +83% North Peak Capital Management, LLC 30 Sep 2025
VANGUARD GROUP INC 4.4% -24% $12,618,229 -$4,112,087 18,321,808 -25% The Vanguard Group 31 Dec 2025
FMR LLC 3.7% -63% $15,838,857 -$24,084,688 15,377,531 -60% FMR LLC 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 3.6% -47% $57,549,684 -$51,420,591 14,986,897 -47% Wellington Management Group LLP 31 Mar 2025
Capital World Investors 2.6% -76% $9,333,531 -$29,857,186 10,852,943 -76% Capital World Investors 29 Aug 2025
Capital International Investors 2.4% -60% $22,060,815 -$27,739,262 9,892,742 -56% Capital International Investors 30 Jun 2025

As of 31 Dec 2025, 192 institutional investors reported holding 371,144,958 shares of agilon health, inc. - Common Stock (AGL). This represents 89% of the company’s total 415,460,499 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of agilon health, inc. - Common Stock (AGL) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Clayton, Dubilier & Rice, LLC 24% 100,000,000 0% 12% $69,000,000
MORGAN STANLEY 13% 53,877,223 -9.3% 0% $37,105,242
North Peak Capital Management, LLC 9.2% 38,139,937 +11% 2.9% $26,266,975
BlackRock, Inc. 5.4% 22,615,061 -6.5% 0% $15,574,993
D. E. Shaw & Co., Inc. 4.9% 20,311,334 +103% 0.01% $13,988,415
GOLDMAN SACHS GROUP INC 4.8% 20,055,214 +196% 0% $13,812,025
VANGUARD GROUP INC 4.4% 18,321,808 -25% 0% $12,623,725
AQR CAPITAL MANAGEMENT LLC 2.5% 10,211,767 +1347% 0% $7,032,843
Capital World Investors 2% 8,364,227 0% 0% $5,760,443
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.9% 8,019,002 +31% 0% $5,522,687
GEODE CAPITAL MANAGEMENT, LLC 1.7% 7,177,477 +0.49% 0% $4,944,078
CenterBook Partners LP 1.7% 7,021,522 -39% 0.24% $4,835,722
Rock Springs Capital Management LP 1.6% 6,500,000 -6.7% 0.23% $4,476,550
STATE STREET CORP 1.5% 6,318,625 -18% 0% $4,351,637
JACOBS LEVY EQUITY MANAGEMENT, INC 0.97% 4,037,979 +30% 0.01% $2,780,956
UBS Group AG 0.82% 3,395,366 +251% 0% $2,339,407
FMR LLC 0.69% 2,882,933 -82% 0% $1,985,476
RENAISSANCE TECHNOLOGIES LLC 0.57% 2,371,037 +62% 0% $1,632,933
NORTHERN TRUST CORP 0.55% 2,286,186 -14% 0% $1,574,496
GSA CAPITAL PARTNERS LLP 0.49% 2,044,795 0.12% $1,408,000
Amundi 0.47% 1,969,309 0% $1,356,263
CITADEL ADVISORS LLC 0.3% 1,240,086 -68% 0% $854,047
Numerai GP LLC 0.3% 1,228,071 +207% 0.1% $845,772
TWO SIGMA ADVISERS, LP 0.27% 1,114,200 0% $767,350
TWO SIGMA INVESTMENTS, LP 0.27% 1,108,391 0% $763,349

Institutional Holders of agilon health, inc. - Common Stock (AGL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 371,144,958 $255,803,179 -$10,884,646 $0.69 192
2025 Q3 381,667,622 $393,148,245 -$40,920,709 $1.03 188
2025 Q2 399,328,682 $918,636,706 -$2,996,581 $2.30 204
2025 Q1 399,826,350 $1,730,807,498 -$76,575,360 $4.33 198
2024 Q4 416,234,592 $791,149,797 -$48,593,665 $1.90 183
2024 Q3 430,599,052 $1,691,470,202 -$113,061,378 $3.93 208
2024 Q2 455,653,328 $2,979,967,947 +$79,546,138 $6.54 201
2024 Q1 443,787,505 $2,706,552,672 -$123,526,322 $6.10 196
2023 Q4 448,445,736 $5,627,999,290 -$86,646,980 $12.55 191
2023 Q3 453,084,974 $8,047,230,241 +$191,740,226 $17.76 182
2023 Q2 441,924,134 $7,662,666,468 -$98,821,035 $17.34 185
2023 Q1 447,304,552 $10,625,730,982 +$380,606,408 $23.75 201
2022 Q4 431,582,727 $6,968,757,708 +$108,690,436 $16.14 168
2022 Q3 423,431,419 $9,916,406,555 +$176,516,049 $23.42 171
2022 Q2 413,012,885 $9,021,247,394 +$291,140,328 $21.83 142
2022 Q1 399,667,807 $10,129,841,658 +$205,624,833 $25.35 117
2021 Q4 390,547,332 $10,544,871,738 +$1,563,624,581 $27.00 125
2021 Q3 332,148,873 $8,681,146,469 +$10,635,889 $26.21 99
2021 Q2 330,692,941 $13,244,783,310 +$13,244,729,185 $40.57 92