Evolent Health, Inc. — Institutional Ownership

Which tracked institutions hold EVH, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

25
Funds holding
$234494321
Total value held
Buying
15 added/new · 9 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $85911082 22389851 +5525979 +32.77%
2 Morgan Stanley $48612048 8969012 -112067 -1.23%
3 Ubs Group Ag $33849434 6245283 +6245283 NEW BUY
4 State Street Corp $20735930 12410431 +814033 +7.02%
5 Goldman Sachs Group Inc $13025956 6245852 -490754 -7.28%
6 Ameriprise Financial Inc $6139700 7171751 +7171751 NEW BUY
7 Citigroup Inc $5640061 4673146 -3150319 -40.27%
8 Northern Trust Corp $5437589 1003245 +86108 +9.39%
9 Bank Of America Corp /De/ $4744657 875398 +594544 +211.69%
10 Invesco Ltd. $2247036 414582 +414582 NEW BUY
11 Bank Of New York Mellon Corp $1867883 344628 +16092 +4.90%
12 Jefferies Financial Group Inc. $1580472 291600 +291600 NEW BUY
13 Franklin Resources Inc $1433335 264453 +264453 NEW BUY
14 Sei Investments Co $1353958 249803 -52478 -17.36%
15 Wells Fargo & Company/Mn $590632 108973 +58273 +114.94%
16 Barclays Plc $387464 71488 -2692 -3.63%
17 Jpmorgan Chase & Co $352261 61050 -329430 -84.37%
18 Stifel Financial Corp $248530 45854 +45854 NEW BUY
19 Prudential Financial Inc $136991 25275 +6430 +34.12%
20 Royal Bank Of Canada $104000 19024 -6137 -24.39%
21 Pnc Financial Services Group, Inc. $50877 9387 +3346 +55.39%
22 Truist Financial Corp $36319 49000 Held
23 Fifth Third Bancorp $6120 1129 -51 -4.32%
24 Us Bancorp \De\ $1653 305 -148 -32.67%
25 Amalgamated Financial Corp. $333 10298 +10298 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.