EVH · Company research
Evolent Health, Inc (EVH): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 27 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Rock Springs Capital Management LP | 1595725 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500000 | 13550000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CADIAN CAPITAL MANAGEMENT, LP | 1423686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10814473 | 58614444 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287 | 1556 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2131573 | 11553126 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71000 | 384820 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 28 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TSA Wealth Managment LLC | 1963669 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14686 | 79598 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 27 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Commonwealth Retirement Investments LLC | 1963787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 503 | 2726 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 898 | 4867 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76924 | 416928 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20447 | 110821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 65 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23600 | 127912 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68433 | 370906 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2399520 | 13005398 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4789 | 25956 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ewing Morris & Co. Investment Partners Ltd. | 1846838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10500000 | 7970891 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294096 | 1593998 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2650 | 14363 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 1193 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36249 | 196470 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12010 | 65094 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60702 | 329005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23483 | 127278 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165606 | 898 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tempus Wealth Planning, LLC | 1806428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83805 | 454223 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 98 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Linden Advisors LP | 1279396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128850000 | 96278768 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60221 | 326398 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20700 | 112194 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8173 | 44298 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 656463 | 3558029 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63454 | 343921 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8471 | 1563 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Concord Wealth Partners | 1814214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 70 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157823 | 855387 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1392 | 7545 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 762362 | 4132002 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GILL CAPITAL PARTNERS, LLC | 729563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 211 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15001 | 81306 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 44 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26700 | 144714 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35848 | 194296 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20536 | 111305 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 111180 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abel Hall, LLC | 2013339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14150 | 76693 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9450 | 711 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17119 | 92785 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 563 | 3051 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1346554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17500000 | 14282791 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24833 | 146018 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 498272 | 2700634 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| North Star Investment Management Corp. | 1342857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380 | 2060 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 561189 | 3042 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500000 | 5853409 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364129 | 1973579 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 860358 | 4663140 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16123 | 87387 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ares Systematic Credit Ltd | 2135379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100000 | 876563 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2468 | 13377 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Simplicity Wealth,LLC | 1913243 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12047 | 65295 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| One68 Global Capital, LLC | 1755535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 521600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 454 | 2461 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11752 | 63696 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9805 | 53143 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190754 | 1033887 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55465 | 300620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248887 | 1348968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2460431 | 13335536 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53164 | 288148 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1980 | 10772 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 8130 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112419 | 609311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alberta Investment Management Corp | 1463559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000000 | 7910100 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CSS LLC/IL | 1103646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1025000 | 808130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31444 | 170426 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Claret Asset Management Corp | 1735513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 751 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475 | 2 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.