agilon health Ownership | Who Owns agilon health?


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agilon health Ownership Summary


agilon health is owned by 104.02% institutional investors, 1.81% insiders. Clayton, dubilier & rice is the largest institutional shareholder, holding 24.30% of AGL shares. Vanguard Health Care Inv is the top mutual fund, with 9.39% of its assets in agilon health shares.

AGL Ownership Benchmark


TypeName% Inst% Insiders% Retail
Stockagilon health104.02%1.81%-5.83%
SectorHealthcare Stocks 88.01%8.90%3.09%
IndustryMedical Care Facilities Stocks77.86%10.71%11.42%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Clayton, dubilier & rice100.00M24.30%$190.00M
Wellington management group llp52.58M12.77%$99.90M
Capital world investors46.31M11.25%$87.99M
Vanguard group31.11M7.56%$59.11M
Blackrock funding, inc. /de23.82M5.79%$45.25M
Capital investors22.33M5.43%$42.43M
Fmr7.19M1.75%$13.67M
Geode capital management6.93M1.68%$13.17M
Goldman sachs group4.71M1.15%$8.96M
Charles schwab investment management4.54M1.10%$8.63M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clayton, dubilier & rice100.00M98.65%$190.00M
Entrypoint capital233.07K0.19%$442.83K
Swisher financial concepts32.55K0.07%$61.84K
Yarger wealth strategies53.97K0.06%$102.53K
Rpo28.21K0.05%$53.59K
Inspire investing217.55K0.05%$413.35K
Symphony financial services23.00K0.04%$43.70K
Checchi capital advisers270.94K0.03%$514.79K
Corton capital22.33K0.02%$42.42K
Wealthbridge capital management34.82K0.02%$66.16K

Top Buyers

HolderShares% AssetsChange
Capital investors22.33M0.01%9.35M
Charles schwab investment management4.54M0.00%1.50M
Alberta investment management823.12K0.01%823.12K
Bnp paribas arbitrage, snc345.31K0.00%345.31K
Renaissance463.30K0.00%281.70K

Top Sellers

HolderShares% AssetsChange
Fmr7.19M0.00%-21.02M
Capital world investors46.31M0.01%-2.06M
Citigroup262.83K0.00%-1.77M
Jpmorgan chase249.35K--1.17M
Goldman sachs group4.71M0.00%-1.02M

New Positions

HolderShares% AssetsChangeValue
Alberta investment management823.12K0.01%823.12K$1.56M
Bnp paribas arbitrage, snc345.31K0.00%345.31K$656.08K
Canada pension plan investment board100.30K0.00%100.30K$190.57K
Empowered funds51.29K0.00%51.29K$97.45K
Cibc world markets28.87K0.00%28.87K$54.85K

Sold Out

HolderChange
Skopos labs-2.00
Concourse financial group securities-4.00
Capital performance advisors llp-18.00
Creekmur asset management-42.00
Farther finance advisors-75.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20242230.91%442,260,353-1.64%1080.89%1185.36%55-14.06%
Dec 31, 20232217.80%449,636,889-0.64%1090.88%112-6.67%6442.22%
Sep 30, 2023205-1.91%452,553,0662.28%1110.96%120-7.69%45-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Health Care Inv38.68M9.39%-
American Funds SMALLCAP World A30.86M7.49%7.29M
Capital Group Fundamental Invtrs Comp22.37M5.43%-
American Funds Fundamental Invs A22.37M5.43%-
Vanguard Total Stock Mkt Idx Inv9.71M2.36%-
iShares Russell 2000 ETF8.40M2.04%-63.80K
Vanguard Small Cap Index7.87M1.91%72.18K
MS INVF US Growth I7.82M1.90%-
Morgan Stanley Growth SMA7.70M1.87%-201.63K
Morgan Stanley Inst Growth I7.70M1.87%-201.63K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 13, 2024McLoughlin Karen-Buy$55.09K
Dec 11, 2024Battaglia Silvana-Buy$50.27K
Dec 09, 2024MCKENZIE DIANA-Buy$16.49K
Nov 25, 2024MCKENZIE DIANA-Buy$28.47K
Dec 05, 2024Wulf John William-Buy$98.14K

Insider Transactions Trends


DateBuySell
2024 Q45-
2024 Q31-
2024 Q2--
2024 Q15-
2023 Q41-

AGL Ownership FAQ


Who Owns agilon health?

agilon health shareholders are primarily institutional investors at 104.02%, followed by 1.81% insiders and -5.83% retail investors. The average institutional ownership in agilon health's industry, Medical Care Facilities Stocks, is 77.86%, which agilon health exceeds.

Who owns the most shares of agilon health?

agilon health’s largest shareholders are Clayton, dubilier & rice (100M shares, 24.30%), Wellington management group llp (52.58M shares, 12.77%), and Capital world investors (46.31M shares, 11.25%). Together, they hold 48.32% 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 98.65% of its assets in 100M agilon health shares, valued at 190M$.

Who is the top mutual fund holder of agilon health shares?

Vanguard Health Care Inv is the top mutual fund holder of agilon health shares, with 9.39% of its total shares outstanding invested in 38.68M agilon health shares.

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