agilon health Ownership | Who Owns agilon health?

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agilon health Ownership Summary

agilon health is owned by 110.81% institutional investors, 1.79% insiders. Clayton, dubilier & rice is the largest institutional shareholder, holding 24.31% of AGL shares. Vanguard Health Care Inv is the top mutual fund, with 9.40% of its assets in agilon health shares.

AGL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	agilon health	110.81%	1.79%	-12.59%
Sector	Healthcare Stocks	47.06%	8.01%	44.93%
Industry	Medical Care Facilities Stocks	68.81%	10.08%	21.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Clayton, dubilier & rice	100.00M	24.31%	$654.00M
Fmr	56.93M	13.84%	$372.30M
Morgan stanley	56.41M	13.72%	$368.94M
Wellington management group llp	55.38M	13.47%	$362.18M
Capital world investors	51.32M	12.48%	$335.65M
Vanguard group	30.68M	7.46%	$200.66M
Blackrock	23.22M	5.65%	$151.86M
Capital investors	12.44M	3.03%	$81.38M
Rock springs capital management lp	8.90M	2.16%	$58.21M
State street	7.23M	1.76%	$47.31M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clayton, dubilier & rice	100.00M	98.81%	$654.00M
Northwestern university	562.40K	3.97%	$3.69M
Rock springs capital management lp	8.90M	1.75%	$58.21M
Yarger wealth strategies	61.62K	0.24%	$403.00K
Pdt partners	359.41K	0.22%	$2.35M
Corton capital	58.27K	0.20%	$381.05K
Neo ivy capital management	153.82K	0.20%	$1.01M
Swisher financial concepts	32.67K	0.19%	$192.00K
Nverses capital	32.10K	0.13%	$209.93K
Susquehanna fundamental investments	804.59K	0.12%	$5.26M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	23.22M	0.00%	9.23M
Capital world investors	51.32M	0.05%	8.92M
Geode capital management	6.81M	0.00%	2.16M
State street	7.23M	0.00%	2.05M
Morgan stanley	56.41M	0.03%	1.82M

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	12.44M	0.02%	-7.75M
Fmr	56.93M	0.02%	-4.50M
Iron triangle partners lp	-	-	-2.52M
Daventry group, lp	-	-	-1.75M
Wellington management group llp	55.38M	0.06%	-1.46M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	869.33K	0.00%	869.33K	$5.69M
Millennium management	700.00K	0.00%	700.00K	$4.58M
Corebridge financial	165.97K	0.01%	165.97K	$1.09M
Neo ivy capital management	153.82K	0.20%	153.82K	$1.01M
Simplify asset management	100.73K	0.04%	100.73K	$658.76K

Sold Out

Holder	Change
Mv capital management	-11.00
Northwest investment counselors	-68.00
Ashton thomas private wealth	-201.00
Clearstead advisors	-221.00
Global retirement partners	-431.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	4.42%	55	-12.70%
Dec 31, 2023	221	8.33%	449,636,889	-0.01%	109	0.90%	113	-5.83%	63	43.18%
Sep 30, 2023	204	-2.39%	449,685,118	1.63%	110	0.95%	120	-7.69%	44	-2.22%
Jun 30, 2023	209	-5.43%	442,465,264	-1.08%	107	0.92%	130	-1.52%	45	-22.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Health Care Inv	38.68M	9.40%	3.96M
American Funds SMALLCAP World A	23.57M	5.73%	-3.10M
American Funds Fundamental Invs A	22.37M	5.44%	-8.12K
Capital Group Fundamental Invtrs Comp	22.37M	5.44%	-8.12K
Vanguard Total Stock Mkt Idx Inv	9.71M	2.36%	14.53K
iShares Russell 2000 ETF	7.95M	1.93%	-17.86K
Morgan Stanley Inst Growth I	7.90M	1.92%	-150.19K
Morgan Stanley Growth	7.90M	1.92%	-150.19K
Morgan Stanley Growth SMA	7.90M	1.92%	-150.19K
MS INVF US Growth I	7.82M	1.90%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 12, 2024	Sell Steven	CEO & President	Buy	$67.19K
Mar 14, 2024	Kornitzer Benjamin	Chief Med. & Quality Officer	Buy	-
Mar 14, 2024	Venkatachaliah Girish	Chief Technology Officer	Buy	-
Mar 14, 2024	Shaker Benjamin	Chief Markets Officer	Buy	-
Mar 14, 2024	Desai Veeral	Chief Strategy & Dev. Officer	Buy	-

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	5	-
2023 Q4	1	-
2023 Q3	-	8

AGL Ownership FAQ

Who Owns agilon health?

agilon health shareholders are primarily institutional investors at 110.81%, followed by 1.79% insiders and -12.60% retail investors. The average institutional ownership in agilon health's industry, Medical Care Facilities Stocks, is 68.81%, which agilon health exceeds.

Who owns the most shares of agilon health?

agilon health’s largest shareholders are Clayton, dubilier & rice (100M shares, 24.31%), Fmr (56.93M shares, 13.84%), and Morgan stanley (56.41M shares, 13.72%). Together, they hold 51.87% of agilon health’s total shares outstanding.

Does Blackrock own agilon health?

Yes, BlackRock owns 5.65% of agilon health, totaling 23.22M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 151.86M$. In the last quarter, BlackRock increased its holdings by 9.23M shares, a 65.95% change.

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 98.81% of its assets in 100M agilon health shares, valued at 654M$.

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 9.40% of its total shares outstanding invested in 38.68M agilon health shares.

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