AGL agilon health, inc.
agilon health, inc. (AGL) Institutional Ownership
What the institutions did with AGL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107.7K | 32.0% |
| BARCLAYS PLC | 49.7K | 14.8% |
| Bank of New York Mellon Corp | 35.1K | 10.4% |
| Belvedere Trading LLC | 15.2K | 4.5% |
| STRS OHIO | 12.4K | 3.7% |
| Creative Planning | 12.4K | 3.7% |
| Savant Capital, LLC | 11.3K | 3.4% |
| Ellsworth Advisors, LLC | 10.2K | 3.0% |
| Simplify Asset Management Inc. | 8.4K | 2.5% |
| Y-Intercept (Hong Kong) Ltd | 8.4K | 2.5% |
| Inspire Investing, LLC | 8.0K | 2.4% |
| Atwater Malick LLC | 7.9K | 2.4% |
| IMC-Chicago, LLC | 7.5K | 2.2% |
| SIMPLEX TRADING, LLC | 5.6K | 1.7% |
| Olympiad Research LP | 4.4K | 1.3% |
| Merit Financial Group, LLC | 4.2K | 1.3% |
| BRIGHTON JONES LLC | 3.6K | 1.1% |
| Counterpoint Mutual Funds LLC | 3.4K | 1.0% |
| CITIGROUP INC | 3.4K | 1.0% |
| CHICAGO TRUST Co NA | 3.3K | 1.0% |
| ARIZONA STATE RETIREMENT SYSTEM | 2.9K | 0.9% |
| Apollon Wealth Management, LLC | 2.9K | 0.9% |
| Bayforest Capital Ltd | 1.4K | 0.4% |
| Essential Partners LLC | 1.2K | 0.4% |
| EverSource Wealth Advisors, LLC | 983 | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 7.6K | 49.7K | +42.1K |
| SIERRA SUMMIT ADVISORS LLC | Sold Out | 31.1K | 0 | -31.1K |
| Savant Capital, LLC | New | 0 | 11.3K | +11.3K |
| Ellsworth Advisors, LLC | New | 0 | 10.2K | +10.2K |
| DIMENSIONAL FUND ADVISORS LP | Sold Out | 5.7K | 0 | -5.7K |
| STRS OHIO | Increased | 8.0K | 12.4K | +4.4K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 11.8K | 8.4K | -3.5K |
| Counterpoint Mutual Funds LLC | New | 0 | 3.4K | +3.4K |
| ARIZONA STATE RETIREMENT SYSTEM | New | 0 | 2.9K | +2.9K |
| CITIGROUP INC | Reduced | 5.9K | 3.4K | -2.6K |
| Abel Hall, LLC | Sold Out | 2.3K | 0 | -2.3K |
| Inspire Investing, LLC | Increased | 6.1K | 8.0K | +1.9K |
| IMC-Chicago, LLC | Reduced | 9.4K | 7.5K | -1.8K |
| Bayforest Capital Ltd | New | 0 | 1.4K | +1.4K |
| Olympiad Research LP | Reduced | 5.5K | 4.4K | -1.1K |
| State of Alaska, Department of Revenue | New | 0 | 816 | +816 |
| Root Financial Partners, LLC | New | 0 | 719 | +719 |
| EverSource Wealth Advisors, LLC | Reduced | 1.6K | 983 | -636 |
| KBC Group NV | New | 0 | 555 | +555 |
| Creative Planning | Increased | 11.9K | 12.4K | +478 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 108.2K | 107.7K | -439 |
| Sterling Capital Management LLC | Increased | 44 | 411 | +367 |
| Bank of New York Mellon Corp | Reduced | 35.3K | 35.1K | -281 |
| Merit Financial Group, LLC | Increased | 4.0K | 4.2K | +184 |
| Belvedere Trading LLC | Increased | 15.0K | 15.2K | +146 |
| Center for Financial Planning, Inc. | New | 0 | 130 | +130 |
| Leonteq Securities AG | New | 0 | 102 | +102 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 55 | 112 | +57 |
| Fulcrum Asset Management LLP | Sold Out | 42 | 0 | -42 |
| BRIGHTON JONES LLC | Reduced | 3.7K | 3.6K | -41 |
| Clayton Financial Group LLC | New | 0 | 40 | +40 |
| Essential Partners LLC | Reduced | 1.2K | 1.2K | -34 |
| SJS Investment Consulting Inc. | Increased | 25 | 57 | +32 |
| Simplify Asset Management Inc. | Reduced | 8.4K | 8.4K | -23 |
| Provenance Wealth Advisors, LLC | New | 0 | 19 | +19 |
| US BANCORP \DE\ | Reduced | 36 | 17 | -19 |
| Parkside Financial Bank & Trust | New | 0 | 16 | +16 |
| GAMMA Investing LLC | Reduced | 215 | 200 | -15 |
| Parallel Advisors, LLC | New | 0 | 10 | +10 |
| Farther Finance Advisors, LLC | Increased | 219 | 229 | +10 |
| SIMPLEX TRADING, LLC | Reduced | 5.6K | 5.6K | -9 |
| True Wealth Design, LLC | Reduced | 341 | 332 | -9 |
| Apollon Wealth Management, LLC | Increased | 2.9K | 2.9K | +7 |
| Clearstead Advisors, LLC | New | 0 | 7 | +7 |
| Ascentis Wealth Management, LLC | New | 0 | 6 | +6 |
| NVWM, LLC | Sold Out | 5 | 0 | -5 |
| Silver Grove Financial Group, Inc. | New | 0 | 3 | +3 |
| Larson Financial Group LLC | New | 0 | 2 | +2 |
| Covestor Ltd | New | 0 | 2 | +2 |
| Hughes Financial Services, LLC | Increased | 1 | 2 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.