Institutional Ownership Agilon Health, Inc. (AGL)
This table provides information about the institutional ownership of Agilon Health, Inc. (AGL). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,173
shares
|
$1,260
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,081
shares
|
$1,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,522
shares
|
$882
0.0% of portfolio
|
Q3 2025
Added 37.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,303
shares
|
$755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,113
shares
|
$645
0.0% of portfolio
|
Q2 2025
Reduced 88.99%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
924
shares
|
$535
0.0% of portfolio
|
Q3 2025
Reduced 39.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
748
shares
|
$433
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
693
shares
|
$401
0.0% of portfolio
|
Q3 2025
Added 302.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
627
shares
|
$363
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
587
shares
|
$340
0.0% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
427
shares
|
$247
0.0% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
401
shares
|
$232
0.0% of portfolio
|
Q3 2025
Added 93.72%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
230
shares
|
$133
0.0% of portfolio
|
Q3 2025
Reduced 65.15%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
217
shares
|
$125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
105
shares
|
$60
0.0% of portfolio
|
Q3 2025
Reduced 97.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
96
shares
|
$55
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$39
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
65
shares
|
$37
0.0% of portfolio
|
Q3 2025
Added 209.52%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
64
shares
|
$37
0.0% of portfolio
|
Q3 2025
Reduced 88.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
59
shares
|
$34
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$17
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$4
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4
shares
|
$2
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$1
0.0% of portfolio
|
Q3 2023
New holding
|
|