Agilon Health Ownership | Who Owns Agilon Health?


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Agilon Health Ownership Summary


Agilon Health is owned by 76.03% institutional investors, 2.10% insiders, and 21.87% retail investors. Clayton, dubilier & rice is the largest institutional shareholder, holding 24.13% of AGL shares. Capital Group Fundamental Invtrs Comp is the top mutual fund, with 6.47% of its assets in Agilon Health shares.

AGL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAgilon Health76.03%2.10%21.87%
SectorHealthcare Stocks 232.51%10.72%-143.22%
IndustryMedical Care Facilities Stocks33.52%12.46%54.02%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Clayton, dubilier & rice100.00M24.13%$69.00M
Morgan stanley53.88M13.00%$37.11M
North peak capital management34.42M8.32%$35.46M
Blackrock funding, inc. /de22.62M5.46%$15.57M
Goldman sachs group20.06M4.84%$13.81M
Vanguard group18.32M4.42%$12.62M
Fmr15.65M3.78%$16.12M
Capital world investors8.36M2.02%$5.76M
State street7.71M1.86%$7.94M
Geode capital management7.18M1.73%$4.94M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clayton, dubilier & rice100.00M11.60%$69.00M
North peak capital management34.42M3.11%$35.46M
Rock springs capital management lp6.97M0.42%$7.18M
Centerbook partners lp7.02M0.24%$4.84M
Gsa capital partners llp2.04M0.12%$1.41M
Voleon capital management lp2.74M0.07%$2.82M
Numerai gp399.60K0.06%$411.59K
Inspire investing427.71K0.04%$440.54K
Atwater malick197.58K0.04%$136.07K
Xtx topco506.17K0.03%$521.36K

Top Buyers

HolderShares% AssetsChange
North peak capital management34.42M3.11%34.42M
Goldman sachs group20.06M0.00%13.28M
Voleon capital management lp2.74M0.07%2.69M
Ubs group3.40M0.00%2.43M
Gsa capital partners llp2.04M0.12%2.04M

Top Sellers

HolderShares% AssetsChange
Fmr15.65M0.00%-23.67M
Capital investors---8.23M
Vanguard group18.32M0.00%-5.97M
Morgan stanley53.88M0.00%-5.51M
Centerbook partners lp7.02M0.24%-4.41M

New Positions

HolderShares% AssetsChangeValue
North peak capital management34.42M3.11%34.42M$35.46M
Hrt financial lp565.18K0.00%565.18K$389.00K
Numerai gp399.60K0.06%399.60K$411.59K
Myda advisors120.00K0.03%120.00K$123.60K
Point72 asia (singapore) pte.89.27K0.01%89.27K$91.95K

Sold Out

HolderChange
National bank of canada /fi/-1.00
Concourse financial group securities-4.00
Kayne anderson rudnick investment management-9.00
Continuum advisory-17.00
Capital performance advisors llp-18.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025146-25.89%315,129,372-17.44%760.89%79-9.20%38-36.67%
Sep 30, 2025190-7.77%378,474,74514.89%911.44%86-20.37%5612.00%
Jun 30, 20252111.44%399,133,243-0.37%961.02%110-0.90%521.96%
Mar 31, 20258-96.08%5,178,115-98.76%10.01%3-97.00%2-96.67%
Dec 31, 2024201-14.47%416,040,158-2.82%1010.93%97-7.62%61-8.96%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Capital Group Fundamental Invtrs Comp26.80M6.47%1.89M
American Funds Fundamental Invs A26.80M6.47%1.89M
American Funds SMALLCAP World A12.22M2.95%-18.64M
Fidelity Select Health Care12.05M2.91%-747.80K
Vanguard US Total Market Shares ETF9.69M2.35%-
Vanguard Total Stock Mkt Idx Inv9.65M2.33%-214.07K
Morgan Stanley Insight8.34M2.01%520.67K
Morgan Stanley Insight I8.34M2.01%520.67K
BrighthouseI Morgan Stanley Discovery B8.22M1.98%1.00M
Capital Group World Growth & Inc Cmp8.01M1.93%-32.81K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 12, 2025Wulf John William-Buy$50.94K
Nov 29, 2023Schwaneke Jeffrey A. Chief Financial OfficerBuy$250.21K
Mar 14, 2025Sell Steven CEO & PresidentBuy-
Mar 14, 2025Shaker Benjamin Chief Markets OfficerBuy-
Mar 14, 2025Venkatachaliah Girish Chief Technology OfficerBuy-

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2--
2025 Q13-
2024 Q45-
2024 Q31-

AGL Ownership FAQ


Who Owns Agilon Health?

Agilon Health shareholders are primarily institutional investors at 76.03%, followed by 2.10% insiders and 21.87% retail investors. The average institutional ownership in Agilon Health's industry, Medical Care Facilities Stocks, is 33.52%, which Agilon Health exceeds.

Who owns the most shares of Agilon Health?

Agilon Health’s largest shareholders are Clayton, dubilier & rice (100M shares, 24.13%), Morgan stanley (53.88M shares, 13.00%), and North peak capital management (34.42M shares, 8.32%). Together, they hold 45.45% of Agilon Health’s total shares outstanding.

Does Blackrock own Agilon Health?

BlackRock is not among the top 10 institutional shareholders of Agilon Health.

Who is Agilon Health’s biggest shareholder by percentage of total assets invested?

Clayton, dubilier & rice is Agilon Health’s biggest shareholder by percentage of total assets invested, with 11.60% of its assets in 100M Agilon Health shares, valued at 69M$.

Who is the top mutual fund holder of Agilon Health shares?

Capital Group Fundamental Invtrs Comp is the top mutual fund holder of Agilon Health shares, with 6.47% of its total shares outstanding invested in 26.8M Agilon Health shares.

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