Agilon Health Ownership | Who Owns Agilon Health?


OverviewForecastRevenueFinancialsChartTranscripts

Agilon Health Ownership Summary


Agilon Health is owned by 96.45% institutional investors, 2.08% insiders, and 1.47% retail investors. Clayton, dubilier & rice is the largest institutional shareholder, holding 24.16% 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 Health96.45%2.08%1.47%
SectorHealthcare Stocks 492.67%11.09%-403.76%
IndustryMedical Care Facilities Stocks75.31%12.60%12.09%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Clayton, dubilier & rice100.00M24.16%$103.00M
Wellington management group llp52.58M12.77%$99.90M
North peak capital management34.42M8.32%$35.46M
Vanguard group24.29M5.87%$25.02M
Blackrock funding, inc. /de24.20M5.85%$24.92M
Fmr15.65M3.78%$16.12M
Centerbook partners lp11.43M2.76%$11.77M
Capital world investors8.36M2.02%$8.62M
Capital investors8.23M1.99%$8.48M
State street7.76M1.89%$14.74M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clayton, dubilier & rice100.00M15.22%$103.00M
North peak capital management34.42M3.11%$35.46M
Rock springs capital management lp6.55M0.94%$15.07M
Centerbook partners lp11.43M0.58%$11.77M
Algert global2.21M0.11%$5.07M
Inspire investing427.71K0.04%$440.54K
Xtx topco400.76K0.04%$921.75K
Atwater malick98.79K0.03%$101.75K
Engineers gate manager lp847.34K0.03%$1.61M
Myda advisors120.00K0.03%$123.60K

Top Buyers

HolderShares% AssetsChange
North peak capital management34.42M3.11%34.42M
Centerbook partners lp11.43M0.58%9.50M
Jane street group1.86M0.00%1.83M
Jpmorgan chase2.11M0.00%1.43M
Bnp paribas arbitrage, snc1.38M0.00%1.34M

Top Sellers

HolderShares% AssetsChange
Capital world investors8.36M0.00%-37.21M
Fmr15.65M0.00%-23.67M
Vanguard group24.29M0.00%-6.01M
Millennium management3.47M0.01%-3.74M
Capital investors8.23M0.00%-1.66M

New Positions

HolderShares% AssetsChangeValue
North peak capital management34.42M3.11%34.42M$35.46M
Susquehanna portfolio strategies407.09K0.02%407.09K$936.31K
Quantbot technologies lp369.88K0.01%369.88K$380.97K
Atwood & palmer210.00K0.01%210.00K$216.30K
Verition fund management160.10K0.00%160.10K$368.24K

Sold Out

HolderChange
Skopos labs-2.00
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 %
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%
Sep 30, 20242342.63%428,116,494-6.06%1040.85%105-12.50%6622.22%
Jun 30, 20242282.24%455,725,5733.04%1100.95%1201.69%54-1.82%

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 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-
Dec 13, 2024McLoughlin Karen-Buy$55.09K

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 96.45%, followed by 2.08% insiders and 1.47% retail investors. The average institutional ownership in Agilon Health's industry, Medical Care Facilities Stocks, is 75.31%, which Agilon Health exceeds.

Who owns the most shares of Agilon Health?

Agilon Health’s largest shareholders are Clayton, dubilier & rice (100M shares, 24.16%), Wellington management group llp (52.58M shares, 12.77%), and North peak capital management (34.42M shares, 8.32%). Together, they hold 45.26% 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 15.22% of its assets in 100M Agilon Health shares, valued at 103M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools