$AGL

$90.34 +$0.63 (0.7%) Close

$AGL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 16.8M shares outstanding

Who owns AGL?

By type of holder

Institutions 96.3% Insiders 3.7% Everyone else 0.0%

Concentration Top 10 holders own 70.5%

Clayton, Dubilier & Rice, LLC 23.8% · Morgan Stanley 12.0%

Institutional ownership

96.3%

+4.2 pts vs last qtr

Institutional holders

177

+80 vs last qtr

Net shares bought

+696.2K

by institutions in Q2 2026

New / sold out

92 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Marshall Wace, LLP NEW +468.3K
Durable Capital Partners LP NEW +440.6K

Biggest sellers in Q2 2026

Goldman Sachs Group Inc −375.4K
D. E. Shaw & Co., Inc. −352.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for agilon health, inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+28.0%

+5.06% a year

Each share's claim on the business

−21.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$207M vs $497M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years59% 3–5 years4% 1–3 years14% Under 1 year23%

Quarterly turnover

17.0%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting AGL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CD Clayton, Dubilier & Rice, LLC	4.0M	23.82%	Unchanged	≤2021	47.9%
Shares held by quarter Peak holding100.0M (Q3'24) Change over 8 quarters−96.0M Share of the company23.820% Clayton, Dubilier & Rice, LLC's full portfolio →
MS Morgan Stanley	2.0M	11.98%	−88.3K (−4.2%)	≤2021	0.0%
Shares held by quarter Peak holding59.4M (Q3'25) Change over 8 quarters−54.2M Share of the company11.980% Morgan Stanley's full portfolio →

Clayton, Dubilier & Rice, LLC

4.0M

% of company

23.82%

Change vs last qtr

Unchanged

Held since

≤2021

Morgan Stanley

2.0M

% of company

11.98%

Change vs last qtr

−88.3K (−4.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding agilon health, inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AGL on Form N-PORT; together they hold 22.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$39.6M	369.6K	2.20%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$35M	326.3K	1.94%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$39.6M

% of company

2.20%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$35M

% of company

1.94%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding agilon health, inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
OT O'Rourke Timothy Patrick Insider	320.0K	1.91%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.910% O'Rourke Timothy Patrick's insider activity →
WR Williams Ronald A Insider	149.1K	0.89%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.890% Williams Ronald A's insider activity →

O'Rourke Timothy Patrick

Insider

320.0K

% of company

1.91%

Change vs last qtr

—

Held since

—

Williams Ronald A

Insider

149.1K

% of company

0.89%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of agilon health, inc..

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