Goldman Sachs Group (AGL) discloses 3.9% beneficial stake in agilon health
Rhea-AI Filing Summary
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC report beneficial ownership of 651,825.59 shares of agilon health, inc. common stock, representing 3.9% of the class as of 06/30/2026. All reported shares are held with shared voting and shared dispositive power, with no sole voting or dispositive power. The filing is an amendment and confirms that Goldman Sachs & Co. LLC is the registered broker-dealer and investment adviser subsidiary through which the securities are held. The Goldman Sachs reporting units also disclaim beneficial ownership for certain client and fund-related holdings as described in the exhibits.
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Key Figures
Beneficially owned shares: 651,825.59 shares
Percent of class: 3.9%
Shared voting power: 651,526.59 shares
+3 more
6 metrics
Beneficially owned shares
651,825.59 shares
Total agilon health common stock reported as beneficially owned
Percent of class
3.9%
Portion of agilon health common stock class beneficially owned
Shared voting power
651,526.59 shares
Shares over which Goldman Sachs reports shared voting power
Shared dispositive power
651,574.59 shares
Shares over which Goldman Sachs reports shared dispositive power
Sole voting power
0.00 shares
Shares over which Goldman Sachs reports sole voting power
Sole dispositive power
0.00 shares
Shares over which Goldman Sachs reports sole dispositive power
Key Terms
beneficial ownership, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficial ownership financial
"The securities being reported on by The Goldman Sachs Group, Inc. are owned, or may be deemed to be beneficially owned"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
parent holding company financial
"The securities being reported on by The Goldman Sachs Group, Inc. ("GS Group"), as a parent holding company"
disclaim beneficial ownership financial
"The Goldman Sachs Reporting Units disclaim beneficial ownership of the securities beneficially owned by (i) any client accounts"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in agilon health (AGL) does Goldman Sachs report in this Schedule 13G/A?
Goldman Sachs reports beneficial ownership of 651,825.59 shares of agilon health, inc. common stock, representing 3.9% of the outstanding class. All of these shares are reported with shared voting and shared dispositive power through its subsidiary Goldman Sachs & Co. LLC.
Why is Goldman Sachs’ ownership in agilon health (AGL) below 5% in this filing?
The Schedule 13G/A states ownership of 3.9% of agilon health’s common stock, triggering disclosure that it holds 5 percent or less of the class. This indicates Goldman Sachs’ reported stake has declined or otherwise stands below the 5% large-holder threshold.
Which Goldman Sachs entities are listed as beneficial owners of agilon health (AGL) stock?
The filing lists The Goldman Sachs Group, Inc. as a parent holding company and Goldman Sachs & Co. LLC as the broker-dealer and investment adviser subsidiary. Goldman Sachs & Co. LLC is identified as the entity through which the reported agilon health securities are held.
What disclaimers does Goldman Sachs include about its agilon health (AGL) beneficial ownership?
Goldman Sachs’ reporting units disclaim beneficial ownership of securities beneficially owned by certain client accounts and investment entities they manage. The filing notes that some Goldman Sachs units’ holdings are disaggregated and not included, consistent with SEC Release No. 34-39538.
What is the relationship between The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC in the AGL filing?
The Goldman Sachs Group, Inc. is identified as a parent holding company, while Goldman Sachs & Co. LLC is its subsidiary broker-dealer and investment adviser. Exhibit 99.2 explains that the reported agilon health securities are owned, or deemed owned, through this subsidiary structure.