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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
35
shares
|
$146
0.0% of portfolio
|
Q3 2025
Reduced 93.07%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
28
shares
|
$117
0.0% of portfolio
|
Q3 2025
Reduced 72.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
25
shares
|
$104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25
shares
|
$104
0.0% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$96
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$83
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$54
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$50
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
6
shares
|
$25
0.0% of portfolio
|
Q2 2025
Reduced 99.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$20
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|