Institutional Ownership Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
507
shares
|
$2,119
0.0% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
500
shares
|
$2,090
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
491
shares
|
$2,052
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
487
shares
|
$2,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
479
shares
|
$2,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
394
shares
|
$1,646
0.0% of portfolio
|
Q3 2025
Reduced 89.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
329
shares
|
$1,375
0.0% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$1,254
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
245
shares
|
$1,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
190
shares
|
$794
0.0% of portfolio
|
Q3 2025
Reduced 29.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
176
shares
|
$735
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
130
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
125
shares
|
$522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
121
shares
|
$505
0.0% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
117
shares
|
$489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
117
shares
|
$489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
108
shares
|
$451
0.0% of portfolio
|
Q3 2025
Reduced 85.16%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
100
shares
|
$418
0.0% of portfolio
|
Q3 2025
Reduced 71.59%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
100
shares
|
$418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
96
shares
|
$401
0.0% of portfolio
|
Q3 2025
Reduced 35.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
86
shares
|
$359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
84
shares
|
$351
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
53
shares
|
$221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
45
shares
|
$188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
37
shares
|
$154
0.0% of portfolio
|
Q3 2024
Added 37.04%
|
|