agilon health Ownership | Who Owns agilon health?


OverviewForecastRevenueFinancialsChartTranscripts

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. American Funds SMALLCAP World A is the top mutual fund, with 7.47% of its assets in agilon health shares.

AGL Ownership Benchmark


TypeName% Inst% Insiders% Retail
Stockagilon health1.25%1.99%96.76%
SectorHealthcare Stocks 279.19%10.58%-189.76%
IndustryMedical Care Facilities Stocks56.17%12.26%31.58%

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
State street7.76M1.89%$14.74M
Rock springs capital management lp7.46M1.81%$14.18M
Fmr7.19M1.75%$13.67M
Geode capital management6.93M1.68%$13.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clayton, dubilier & rice100.00M98.65%$190.00M
Rock springs capital management lp7.46M0.54%$14.18M
Entrypoint capital233.07K0.19%$442.83K
Algert global2.11M0.09%$4.01M
Swisher financial concepts32.55K0.07%$61.84K
Voleon capital management lp467.46K0.07%$888.17K
Yarger wealth strategies53.97K0.06%$102.53K
Inspire investing217.55K0.05%$413.35K
Symphony financial services23.00K0.04%$43.70K
Checchi capital advisers270.94K0.03%$514.79K

Top Buyers

HolderShares% AssetsChange
Capital investors22.33M0.01%9.35M
Algert global2.11M0.09%1.92M
Charles schwab investment management4.54M0.00%1.50M
Susquehanna fundamental investments850.63K0.02%850.63K
Ubs group1.32M0.00%675.44K

Top Sellers

HolderShares% AssetsChange
Fmr7.19M0.00%-21.02M
Millennium management3.47M0.01%-3.74M
Capital world investors46.31M0.01%-2.06M
Citigroup262.83K0.00%-1.77M
Rock springs capital management lp7.46M0.54%-1.63M

New Positions

HolderShares% AssetsChangeValue
Susquehanna fundamental investments850.63K0.02%850.63K$1.62M
Voleon capital management lp467.46K0.07%467.46K$888.17K
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

Sold Out

HolderChange
Skopos labs-2.00
Concourse financial group securities-4.00
Kayne anderson rudnick investment management-9.00
Capital performance advisors llp-18.00
Creekmur asset management-42.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20242230.91%442,260,353-1.64%1080.89%1185.36%55-14.06%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A30.86M7.47%-
American Funds Fundamental Invs A24.91M6.03%2.54M
Capital Group Fundamental Invtrs Comp24.91M6.03%2.54M
Vanguard Total Stock Mkt Idx Inv9.86M2.39%149.82K
Vanguard US Total Market Shares ETF9.69M2.35%-
American Funds Capital World Gr&Inc A8.04M1.95%4.12M
Capital Group World Growth & Inc Cmp8.04M1.95%4.12M
iShares Russell 2000 ETF7.89M1.91%3.86K
MS INVF US Growth I7.82M1.90%-
Morgan Stanley Insight7.82M1.89%4.86M

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 Q2--
2025 Q13-
2024 Q45-
2024 Q31-
2024 Q2--

AGL Ownership FAQ


Who Owns agilon health?

agilon health shareholders are primarily institutional investors at 1.25%, followed by 1.99% insiders and 96.76% retail investors. The average institutional ownership in agilon health's industry, Medical Care Facilities Stocks, is 56.17%, which agilon health falls below.

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?

American Funds SMALLCAP World A is the top mutual fund holder of agilon health shares, with 7.47% of its total shares outstanding invested in 30.86M 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