Agilon Health Ownership | Who Owns Agilon Health?
Agilon Health Ownership Summary
Agilon Health is owned by 1.25% institutional investors, 1.99% insiders, and 96.76% retail investors. Clayton, dubilier & rice is the largest institutional shareholder, holding 24.30% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Agilon Health | 1.25% | 1.99% | 96.76% |
| Sector | Healthcare Stocks | 279.42% | 10.64% | -190.05% |
| Industry | Medical Care Facilities Stocks | 56.17% | 12.26% | 31.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Clayton, dubilier & rice | 100.00M | 24.30% | $190.00M |
| Wellington management group llp | 52.58M | 12.77% | $99.90M |
| Capital world investors | 46.31M | 11.25% | $87.99M |
| Vanguard group | 31.11M | 7.56% | $59.11M |
| Blackrock funding, inc. /de | 23.82M | 5.79% | $45.25M |
| Capital investors | 22.33M | 5.43% | $42.43M |
| State street | 7.76M | 1.89% | $14.74M |
| Rock springs capital management lp | 7.46M | 1.81% | $14.18M |
| Fmr | 7.19M | 1.75% | $13.67M |
| Geode capital management | 6.93M | 1.68% | $13.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clayton, dubilier & rice | 100.00M | 98.65% | $190.00M |
| Rock springs capital management lp | 7.46M | 0.54% | $14.18M |
| Entrypoint capital | 233.07K | 0.19% | $442.83K |
| Algert global | 2.11M | 0.09% | $4.01M |
| Swisher financial concepts | 32.55K | 0.07% | $61.84K |
| Voleon capital management lp | 467.46K | 0.07% | $888.17K |
| Yarger wealth strategies | 53.97K | 0.06% | $102.53K |
| Inspire investing | 217.55K | 0.05% | $413.35K |
| Symphony financial services | 23.00K | 0.04% | $43.70K |
| Checchi capital advisers | 270.94K | 0.03% | $514.79K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 22.33M | 0.01% | 9.35M |
| Algert global | 2.11M | 0.09% | 1.92M |
| Charles schwab investment management | 4.54M | 0.00% | 1.50M |
| Susquehanna fundamental investments | 850.63K | 0.02% | 850.63K |
| Ubs group | 1.32M | 0.00% | 675.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 7.19M | 0.00% | -21.02M |
| Millennium management | 3.47M | 0.01% | -3.74M |
| Capital world investors | 46.31M | 0.01% | -2.06M |
| Citigroup | 262.83K | 0.00% | -1.77M |
| Rock springs capital management lp | 7.46M | 0.54% | -1.63M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna fundamental investments | 850.63K | 0.02% | 850.63K | $1.62M |
| Voleon capital management lp | 467.46K | 0.07% | 467.46K | $888.17K |
| Bnp paribas arbitrage, snc | 345.31K | 0.00% | 345.31K | $656.08K |
| Canada pension plan investment board | 100.30K | 0.00% | 100.30K | $190.57K |
| Empowered funds | 51.29K | 0.00% | 51.29K | $97.45K |
Sold Out
| Holder | Change |
|---|---|
| Quent capital | -2.00 |
| Skopos labs | -2.00 |
| Concourse financial group securities | -4.00 |
| Kayne anderson rudnick investment management | -9.00 |
| Capital performance advisors llp | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 8 | -96.08% | 5,178,115 | -98.76% | 1 | 0.01% | 3 | -97.00% | 2 | -96.67% |
| Dec 31, 2024 | 201 | -14.47% | 416,040,158 | -2.82% | 101 | 0.93% | 97 | -7.62% | 61 | -8.96% |
| Sep 30, 2024 | 234 | 2.63% | 428,116,494 | -6.06% | 104 | 0.85% | 105 | -12.50% | 66 | 22.22% |
| Jun 30, 2024 | 228 | 2.24% | 455,725,573 | 3.04% | 110 | 0.95% | 120 | 1.69% | 54 | -1.82% |
| Mar 31, 2024 | 223 | 0.91% | 442,260,353 | -1.64% | 108 | 0.89% | 118 | 5.36% | 55 | -14.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Fundamental Invtrs Comp | 26.80M | 6.47% | 1.89M |
| American Funds Fundamental Invs A | 26.80M | 6.47% | 1.89M |
| Fidelity Select Health Care | 12.80M | 3.09% | 3.15M |
| American Funds SMALLCAP World A | 12.22M | 2.95% | -18.64M |
| Vanguard Total Stock Mkt Idx Inv | 9.86M | 2.38% | - |
| Vanguard US Total Market Shares ETF | 9.69M | 2.35% | - |
| Capital Group World Growth & Inc Cmp | 8.01M | 1.93% | -32.81K |
| American Funds Capital World Gr&Inc A | 8.01M | 1.93% | -32.81K |
| MS INVF US Growth I | 7.82M | 1.90% | - |
| Morgan Stanley Insight | 7.82M | 1.89% | 4.86M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 29, 2023 | Schwaneke Jeffrey A. | Chief Financial Officer | Buy | $250.21K |
| Mar 14, 2025 | Sell Steven | CEO & President | Buy | - |
| Mar 14, 2025 | Shaker Benjamin | Chief Markets Officer | Buy | - |
| Mar 14, 2025 | Venkatachaliah Girish | Chief Technology Officer | Buy | - |
| Dec 13, 2024 | McLoughlin Karen | - | Buy | $55.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 5 | - |
| 2024 Q3 | 1 | - |
AGL Ownership FAQ
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