agilon health Ownership | Who Owns agilon health?
agilon health Ownership Summary
agilon health is owned by 104.02% institutional investors, 1.81% insiders. Inspire investing is the largest institutional shareholder, holding 0.05% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | agilon health | 104.02% | 1.81% | -5.83% |
| Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
| Industry | Medical Care Facilities Stocks | 77.86% | 10.71% | 11.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Inspire investing | 217.55K | 0.05% | $413.35K |
| Root financial partners | 54.71K | 0.01% | $103.95K |
| Yarger wealth strategies | 53.97K | 0.01% | $102.53K |
| Empowered funds | 51.29K | 0.01% | $97.45K |
| Yarbrough capital | 35.33K | 0.01% | $67.13K |
| First citizens bank & trust | 24.12K | 0.01% | $45.82K |
| Summit financial strategies | 16.57K | 0.00% | $31.48K |
| Avestar capital | 14.31K | 0.00% | $27.20K |
| Oak thistle | 13.04K | 0.00% | $24.77K |
| Catalina capital group | 11.83K | 0.00% | $22.48K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Yarger wealth strategies | 53.97K | 0.06% | $102.53K |
| Inspire investing | 217.55K | 0.05% | $413.35K |
| Root financial partners | 54.71K | 0.01% | $103.95K |
| Catalina capital group | 11.83K | 0.01% | $22.48K |
| Oak thistle | 13.04K | 0.01% | $24.77K |
| Summit financial strategies | 16.57K | 0.00% | $31.48K |
| Yarbrough capital | 35.33K | 0.00% | $67.13K |
| Avestar capital | 14.31K | 0.00% | $27.20K |
| Empowered funds | 51.29K | 0.00% | $97.45K |
| Advisornet financial | 7.25K | 0.00% | $13.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Inspire investing | 217.55K | 0.05% | 112.24K |
| Empowered funds | 51.29K | 0.00% | 51.29K |
| First citizens bank & trust | 24.12K | 0.00% | 24.12K |
| Oak thistle | 13.04K | 0.01% | 13.04K |
| Catalina capital group | 11.83K | 0.01% | 11.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern university | - | - | -562.40K |
| Imc-chicago | - | - | -130.88K |
| Institute for wealth management, llc. | - | - | -40.07K |
| West branch capital | - | - | -15.44K |
| City state bank | - | - | -13.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Empowered funds | 51.29K | 0.00% | 51.29K | $97.45K |
| First citizens bank & trust | 24.12K | 0.00% | 24.12K | $45.82K |
| Catalina capital group | 11.83K | 0.01% | 11.83K | $22.48K |
Sold Out
| Holder | Change |
|---|---|
| Skopos labs | -2.00 |
| Sachetta | -165.00 |
| Allspring global investments | -449.00 |
| Van eck associates | -1.01K |
| Gamma investing | -2.13K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 221 | 7.80% | 449,636,889 | -0.64% | 109 | 0.88% | 112 | -6.67% | 64 | 42.22% |
| Sep 30, 2023 | 205 | -1.91% | 452,553,066 | 2.28% | 111 | 0.96% | 120 | -7.69% | 45 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 38.68M | 9.39% | 3.96M |
| American Funds SMALLCAP World A | 30.86M | 7.49% | 7.29M |
| Capital Group Fundamental Invtrs Comp | 22.37M | 5.43% | - |
| American Funds Fundamental Invs A | 22.37M | 5.43% | - |
| Vanguard Total Stock Mkt Idx Inv | 9.71M | 2.36% | - |
| iShares Russell 2000 ETF | 8.31M | 2.02% | -31.90K |
| Vanguard Small Cap Index | 7.87M | 1.91% | 72.18K |
| MS INVF US Growth I | 7.82M | 1.90% | - |
| Morgan Stanley Growth SMA | 7.70M | 1.87% | -201.63K |
| Morgan Stanley Inst Growth I | 7.70M | 1.87% | -201.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | McLoughlin Karen | - | Buy | $55.09K |
| Dec 11, 2024 | Battaglia Silvana | - | Buy | $50.27K |
| Dec 09, 2024 | MCKENZIE DIANA | - | Buy | $16.49K |
| Nov 25, 2024 | MCKENZIE DIANA | - | Buy | $28.47K |
| Dec 05, 2024 | Wulf John William | - | Buy | $98.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 5 | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 5 | - |
| 2023 Q4 | 1 | - |
AGL Ownership FAQ
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