agilon health Inc (AGL) Ownership

5.33 ↓0.01 (-0.19%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Clayton Dubilier & Rice LLC is the biggest individual institutional holder of agilon health Inc (AGL), owning a total of 100 million shares. Combined, the top 32 institutional holders of AGL own 108.07% of the company with a total of 442.5 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of AGL by 1.5 million shares. 15 institutions bought 15,388,333 total additional shares and increased their ownership by an average of 48.14%. However 4 institutions sold 13,892,029 total shares and decreased their ownership by an average of 31.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of agilon health increased by a net total of 1,496,304 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Clayton Dubilier & Rice LLC	24.418%	0.000%	100,000,000	0	2023-12-31
FMR Inc	14.842%	0.000%	60,782,728	25	2023-12-31
Capital World Investors	13.483%	7.418%	55,218,496	3,813,214	2023-12-31
Morgan Stanley - Brokerage Accounts	10.924%	-0.185%	44,736,431	-82,947	2023-12-31
Wellington Management Company LLP	10.380%	2.883%	42,510,030	1,191,253	2023-12-31
Vanguard Group Inc	6.978%	0.779%	28,576,261	220,986	2023-12-31
Capital Research Global Investors	3.571%	-25.361%	14,625,664	-4,969,515	2023-12-31
BlackRock Inc	3.352%	2.080%	13,726,317	279,749	2023-12-31
Capital Research & Mgmt Co - Division 3	2.670%	16.170%	10,934,636	1,521,995	2023-12-31
T. Rowe Price Associates, Inc.	2.476%	46.007%	10,139,886	3,195,087	2023-12-31
T. Rowe Price Investment Management,Inc.	2.333%	-34.865%	9,556,370	-5,115,319	2023-12-31
Rock Springs Capital Management LP	2.107%	4.070%	8,630,000	337,500	2023-12-31
State Street Corporation	1.231%	8.168%	5,041,806	380,699	2023-12-31
Geode Capital Management, LLC	1.096%	4.422%	4,488,941	190,102	2023-12-31
Brown Advisory Holdings Inc	0.998%	2.939%	4,086,411	116,681	2023-12-31
NORGES BANK	0.543%	62.008%	2,223,245	850,936	2023-12-31
Durable Capital Partners LP	0.510%	-64.062%	2,089,260	-3,724,248	2023-12-31
Millennium Management LLC	0.498%	562.356%	2,039,891	1,731,916	2023-12-31
Charles Schwab Investment Management Inc	0.451%	2.769%	1,846,642	49,758	2023-12-31
Daventry Group, LP	0.368%	0.000%	1,508,432	1,508,432	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Clayton Dubilier & Rice LLC	24.418%	0.000%	100,000,000	0	2023-12-31
FMR Inc	14.842%	0.000%	60,782,728	25	2023-12-31
Capital World Investors	13.483%	7.418%	55,218,496	3,813,214	2023-12-31
Morgan Stanley - Brokerage Accounts	10.924%	-0.185%	44,736,431	-82,947	2023-12-31
Wellington Management Company LLP	10.380%	2.883%	42,510,030	1,191,253	2023-12-31
Vanguard Group Inc	6.978%	0.779%	28,576,261	220,986	2023-12-31
Capital Research Global Investors	3.571%	-25.361%	14,625,664	-4,969,515	2023-12-31
BlackRock Inc	3.352%	2.080%	13,726,317	279,749	2023-12-31
Capital Research & Mgmt Co - Division 3	2.670%	16.170%	10,934,636	1,521,995	2023-12-31
T. Rowe Price Associates, Inc.	2.476%	46.007%	10,139,886	3,195,087	2023-12-31
T. Rowe Price Investment Management,Inc.	2.333%	-34.865%	9,556,370	-5,115,319	2023-12-31
Rock Springs Capital Management LP	2.107%	4.070%	8,630,000	337,500	2023-12-31
Artisan Partners Limited Partnership	1.676%	-0.573%	6,803,079	-39,211	2023-09-30
State Street Corporation	1.231%	8.168%	5,041,806	380,699	2023-12-31
Geode Capital Management, LLC	1.096%	4.422%	4,488,941	190,102	2023-12-31
Brown Advisory Holdings Inc	0.998%	2.939%	4,086,411	116,681	2023-12-31
NORGES BANK	0.543%	62.008%	2,223,245	850,936	2023-12-31
Durable Capital Partners LP	0.510%	-64.062%	2,089,260	-3,724,248	2023-12-31
Millennium Management LLC	0.498%	562.356%	2,039,891	1,731,916	2023-12-31
Charles Schwab Investment Management Inc	0.451%	2.769%	1,846,642	49,758	2023-12-31
Renaissance Technologies Corp	0.414%	4,617.700%	1,679,500	1,643,900	2023-06-30
Bank of America Corp	0.382%	-11.687%	1,550,921	-205,237	2023-09-30
TD Asset Management Inc	0.374%	31.323%	1,520,066	362,565	2023-09-30
Daventry Group, LP	0.368%	0.000%	1,508,432	1,508,432	2023-12-31
Deutsche Bank AG	0.331%	-1.512%	1,344,177	-20,640	2023-09-30
Northern Trust Corp	0.319%	40.818%	1,291,669	374,406	2023-06-30
First Trust Advisors L.P.	0.288%	73.634%	1,194,633	506,616	2022-12-31
Northwestern University	0.268%	0.000%	1,112,400	0	2022-12-31
Amundi	0.245%	41.994%	1,013,885	299,850	2022-12-31
Thrivent Financial For Lutherans	0.212%	7.383%	871,220	59,901	2022-09-30
Goldman Sachs Group Inc	0.170%	14.989%	701,198	91,401	2022-09-30
Bank of New York Mellon Corp	0.166%	42.915%	683,463	205,232	2022-09-30

Mutual Fund Ownership

Vanguard Health Care Inv is the biggest individual fund holder of agilon health Inc (AGL), owning a total of 22.5 million shares. Combined, the top 34 mutual fund holders of AGL own 78.56% of the company with a total of 321.5 million shares.

In the latest ownership report on February 29th 2024, the top 34 fund holders increased their combined ownership of AGL by 1 million shares. 4 funds bought 1,057,402 total additional shares and increased their ownership by an average of 2.37%. However 1 funds sold 27,137 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding agilon health increased by a net total of 1,030,265 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Advisor Growth Opps M	3.744%	4.790%	15,332,676	700,900	2024-02-29
Fidelity Select Health Care	2.491%	2.000%	10,200,000	200,000	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.329%	-0.284%	9,539,695	-27,137	2024-02-29
Vanguard Small Cap Index	1.917%	0.937%	7,849,639	72,902	2024-02-29
Fidelity Advisor Health Care I	1.587%	0.000%	6,500,000	0	2024-02-29
Hartford MidCap Y	1.184%	1.754%	4,848,998	83,600	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Health Care Inv	5.498%	18.244%	22,516,734	3,474,106	2023-12-31
American Funds New Economy A	5.423%	11.751%	22,210,517	2,335,576	2023-12-31
Capital Group New Economy Comp	5.423%	11.751%	22,210,517	2,335,576	2023-12-31
Fidelity Advisor Growth Opps M	3.744%	4.790%	15,332,676	700,900	2024-02-29
American Funds SMALLCAP World A	3.670%	14.596%	15,028,511	1,914,211	2023-12-31
American Funds Fundamental Invs A	3.498%	10.026%	14,325,410	1,305,430	2023-12-31
Capital Group Fundamental Invtrs Comp	3.498%	10.026%	14,325,410	1,305,430	2023-12-31
Capital Group AMCAP Composite	2.912%	-30.065%	11,924,883	-5,126,440	2023-12-31
VA CollegeAmerica Amcap 529A	2.912%	-30.065%	11,924,883	-5,126,440	2023-12-31
Select Health Care	2.753%	2.490%	11,180,000	271,574	2023-10-31
Fidelity® Select Health Care	2.753%	2.490%	11,180,000	271,574	2023-10-31
Morgan Stanley Growth	2.499%	0.268%	10,233,982	27,325	2023-12-31
Morgan Stanley Growth SMA	2.499%	0.268%	10,233,982	27,325	2023-12-31
Morgan Stanley Inst Growth I	2.499%	0.268%	10,233,982	27,325	2023-12-31
Fidelity Select Health Care	2.491%	2.000%	10,200,000	200,000	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.329%	-0.284%	9,539,695	-27,137	2024-02-29
Vanguard Small Cap Index	1.917%	0.937%	7,849,639	72,902	2024-02-29
Fidelity Advisor® Health Care I	1.850%	1.827%	7,510,200	134,721	2023-11-30
Fidelity Advisor® Growth Opps M	1.785%	3.626%	7,247,676	253,600	2023-11-30
T. Rowe Price US Mid-Cap Growth Equity	1.765%	-0.439%	7,168,400	-31,600	2023-09-30
Fidelity Advisor Health Care I	1.587%	0.000%	6,500,000	0	2024-02-29
Capital Group Global Equity Canada F	1.569%	17.136%	6,423,753	939,753	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.570%	1.348%	6,376,301	84,819	2023-03-31
MS INVF US Growth I	1.545%	1.284%	6,326,703	80,190	2023-12-31
American Funds Growth Fund of Amer A	1.220%	-8.707%	4,994,827	-476,372	2023-12-31
Capital Group Growth Fnd of Amer Comp	1.220%	-8.707%	4,994,827	-476,372	2023-12-31
Hartford MidCap Y	1.184%	1.754%	4,848,998	83,600	2024-02-29
T. Rowe Price Mid-Cap Growth	1.156%	-34.536%	4,692,700	-2,475,700	2023-12-31
Vanguard Small Cap Growth Index Inv	1.101%	47.869%	4,568,241	1,478,861	2023-05-31
Fidelity® Puritan®	0.989%	73.606%	4,101,121	1,738,800	2023-02-28
Morgan Stanley Discovery	0.951%	-7.387%	3,914,855	-312,251	2022-09-30
Morgan Stanley Inst Discovery I	0.951%	-7.387%	3,914,855	-312,251	2022-09-30
Morgan Stanley Insight A	0.931%	-18.612%	3,856,974	-882,014	2022-12-31
Morgan Stanley Insight	0.871%	-7.546%	3,613,440	-294,932	2023-03-31