agilon health Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AGL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Dec 24	BuyUS$55,085	Karen McLoughlin	Individual	25,000	US$2.20
11 Dec 24	BuyUS$50,269	Silvana Battaglia	Individual	25,062	US$2.01
09 Dec 24	BuyUS$44,963	Diana McKenzie	Individual	20,000	US$2.28
05 Dec 24	BuyUS$98,145	John Wulf	Individual	45,000	US$2.18
12 Sep 24	BuyUS$67,188	Steven Sell	Individual	20,000	US$3.36

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AGL?
Owner Type	Number of Shares	Ownership Percentage
General Public	6,098,162	1.47%
Individual Insiders	6,622,726	1.6%
VC/PE Firms	100,000,000	24.1%
Institutions	301,702,261	72.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 89.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
24.1%	Clayton, Dubilier & Rice, LLC	100,000,000	US$123.0m	0%	20.38%
13.4%	Capital Research and Management Company	55,463,343	US$68.2m	-26.8%	no data
13%	Morgan Stanley Investment Management Inc.	53,989,943	US$66.4m	7.7%	0.04%
9.49%	FMR LLC	39,310,819	US$48.4m	106%	no data
7.31%	The Vanguard Group, Inc.	30,299,029	US$37.3m	0.04%	no data
5.98%	BlackRock, Inc.	24,772,720	US$30.5m	0.15%	no data
1.86%	State Street Global Advisors, Inc.	7,701,143	US$9.5m	4.05%	no data
1.73%	Geode Capital Management, LLC	7,156,466	US$8.8m	2.56%	no data
1.58%	Rock Springs Capital Management LP	6,550,400	US$8.1m	-5.75%	0.42%
1.2%	Charles Schwab Investment Management, Inc.	4,970,895	US$6.1m	0.63%	no data
0.96%	Wellington Management Group LLP	3,984,764	US$4.9m	-73.4%	no data
0.92%	Bank of America Corporation, Asset Management Arm	3,831,007	US$4.7m	10.7%	no data
0.89%	Citadel Advisors LLC	3,706,408	US$4.6m	-52.9%	no data
0.86%	Ronald Williams	3,564,414	US$4.4m	0%	no data
0.77%	Morgan Stanley, Investment Banking and Brokerage Investments	3,199,565	US$3.9m	71.7%	no data
0.74%	Goldman Sachs Group, Investment Banking and Securities Investments	3,048,022	US$3.7m	-16.5%	no data
0.65%	Northern Trust Global Investments	2,708,722	US$3.3m	-4.78%	no data
0.65%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	2,675,389	US$3.3m	-53.8%	no data
0.63%	Goldman Sachs Asset Management, L.P.	2,591,358	US$3.2m	83.8%	no data
0.62%	UBS Asset Management AG	2,554,408	US$3.1m	11.9%	no data
0.53%	Algert Global LLC	2,205,599	US$2.7m	30.1%	0.05%
0.47%	Centerbook Partners LP	1,929,015	US$2.4m	0.46%	0.11%
0.44%	Jacobs Levy Equity Management Inc	1,836,173	US$2.3m	0%	0.01%
0.43%	Amundi Asset Management SAS	1,795,595	US$2.2m	20.9%	no data
0.36%	Marshall Wace LLP	1,484,114	US$1.8m	3,590%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/08/19 21:38
End of Day Share Price	2025/08/19 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

agilon health, inc. is covered by 33 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Hua Ha	Baird
Andrew Mok	Barclays
William Sutherland	Benchmark Company