Who Owns Evolent Health Stock?
NYSE: EVHConsumer DiscretionaryOther Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 101.38%
- Institutions (% of float)
- 104.63%
- Held by insiders
- 3.10%
- Institutional holders
- 267
- Institutions 96.9%
- Insiders 3.1%
- Public and other 0.0%
Who owns Evolent Health stock?
Institutional investors own about 101.4% of Evolent Health's shares, spread across 267 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.10% of EVH.
The largest institutional holders are Blackrock Inc. (13.10%), Cadian Capital Management, LP (9.57%) and Morgan Stanley (7.93%). Together, the top 10 institutions control 60.7% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their EVH positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EVH
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 14.81M | 13.10% | +36.0% |
| Cadian Capital Management, LP | 10.81M | 9.57% | 0.0% |
| Morgan Stanley | 8.97M | 7.93% | -1.2% |
| UBS Group AG | 6.25M | 5.52% | -23.4% |
| Rubicon Founders LLC | 5.82M | 5.14% | 0.0% |
| Engaged Capital, LLC | 5.56M | 4.92% | 0.0% |
| Shaw D.E. & Co., Inc. | 5.11M | 4.52% | -6.0% |
| Vanguard Capital Management LLC | 4.79M | 4.23% | -1.6% |
| Marshall Wace LLP | 3.41M | 3.02% | +334.8% |
| Nuveen, LLC | 3.13M | 2.77% | +1081.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EVH
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.38M | 2.99% |
| iShares Trust-iShares Russell 2000 ETF | 2.94M | 2.60% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | 1.41M | 1.25% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.30M | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 1.25M | 1.11% |
| Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET | 814.33K | 0.72% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | 793.02K | 0.70% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | 721.64K | 0.64% |
| TIAA-CREF Funds-Nuveen Quant Small/Mid Cap Equity Fund | 708.20K | 0.63% |
| iShares Trust-iShares Russell 2000 Value ETF | 680.70K | 0.60% |
Frequently asked questions
Who is the largest shareholder of Evolent Health?
Blackrock Inc. is the largest institutional shareholder of EVH, owning 13.10% of shares outstanding (14.81M shares) as of its latest 13F filing.
What percentage of Evolent Health is owned by institutions?
Institutions own about 101.4% of EVH shares and 104.6% of the public float.
How much of Evolent Health do insiders own?
Insiders, such as officers and directors, own about 3.10% of EVH shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.