[SCHEDULE 13G] MOLINA HEALTHCARE, INC. Passive Investment Disclosure (>5%)
Molina Healthcare: Exor group at 5.21% stake
Molina Healthcare, Inc. (MOH) reports that a group of related investment entities led by Giovanni Agnelli B.V. and Exor N.V., through Lingotto Investment Management entities, has filed a Schedule 13G for its holdings in Molina common stock.
Molina Healthcare, Inc. (MOH) reports that a group of related investment entities led by Giovanni Agnelli B.V. and Exor N.V., through Lingotto Investment Management entities, has filed a Schedule 13G for its holdings in Molina common stock. The group beneficially owns 2,718,348 shares of common stock, representing 5.21% of the outstanding class, with sole voting and dispositive power over these shares and no shared power. The percentage is based on 52,200,000 common shares outstanding as reported in Molina’s Form 10-Q filed on July 23, 2026.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership:2,718,348 sharesPercent of class:5.21%Shares outstanding:52,200,000 shares
3 metrics
Beneficial ownership2,718,348 sharesCommon stock of Molina Healthcare, Inc. reported on Schedule 13G
Percent of class5.21%Portion of Molina Healthcare common stock beneficially owned by the reporting group
Shares outstanding52,200,000 sharesMolina Healthcare common shares outstanding per Form 10-Q filed July 23, 2026
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Percent of class, +1 more
5 terms
beneficially ownedfinancial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Powerfinancial
"5 | Sole Voting Power 2,718,348.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Powerfinancial
"7 | Sole Dispositive Power 2,718,348.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Percent of classfinancial
"11 5.21 % 12 HC,"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
parent holding companyfinancial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
FAQ
What percentage of Molina Healthcare (MOH) is owned by the Exor-related group in this Schedule 13G?
The filing reports that the group led by Giovanni Agnelli B.V. and Exor N.V. beneficially owns 5.21% of Molina Healthcare’s common stock, based on 52,200,000 common shares outstanding as disclosed in Molina’s Form 10-Q filed on July 23, 2026.
How many Molina Healthcare (MOH) shares are beneficially owned by the Exor-related group?
The group, including Giovanni Agnelli B.V., Exor N.V., and Lingotto Investment Management entities, reports beneficial ownership of 2,718,348 shares of Molina Healthcare common stock, with sole voting and sole dispositive power over all of these shares.
Which entities are reporting beneficial ownership of Molina Healthcare (MOH) shares?
The reporting persons are Giovanni Agnelli B.V., Exor N.V., Lingotto Investment Management (UK) Limited, and Lingotto Investment Management LLP. Lingotto Investment Management LLP acquired the securities and is 99.7% owned by Lingotto (UK), which is wholly owned by Exor N.V., controlled by Giovanni Agnelli B.V.
Do the Exor-related filers have sole or shared voting power over their Molina Healthcare (MOH) shares?
Each reporting entity lists sole voting power over 2,718,348 shares and no shared voting power. They also report sole dispositive power over the same 2,718,348 shares and no shared dispositive power.
What share count did the Schedule 13G use to calculate the 5.21% stake in Molina Healthcare (MOH)?
The 5.21% ownership percentage is calculated using 52,200,000 common shares outstanding, as reported in Molina Healthcare’s Form 10-Q filed on July 23, 2026. The Exhibit expressly states this as the basis for the percent-of-class calculation.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
MOLINA HEALTHCARE, INC.
(Name of Issuer)
Common Stock, $0.001 Par Value
(Title of Class of Securities)
60855R100
(CUSIP Number)
08/28/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
60855R100
1
Names of Reporting Persons
Giovanni Agnelli B.V.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NETHERLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,718,348.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,718,348.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,718,348.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.21 %
12
Type of Reporting Person (See Instructions)
HC, CO
SCHEDULE 13G
CUSIP Number(s):
60855R100
1
Names of Reporting Persons
Exor N.V.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NETHERLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,718,348.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,718,348.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,718,348.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.21 %
12
Type of Reporting Person (See Instructions)
HC, CO
SCHEDULE 13G
CUSIP Number(s):
60855R100
1
Names of Reporting Persons
Lingotto Investment Management (UK) Limited
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED KINGDOM
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,718,348.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,718,348.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,718,348.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.21 %
12
Type of Reporting Person (See Instructions)
CO, FI
SCHEDULE 13G
CUSIP Number(s):
60855R100
1
Names of Reporting Persons
Lingotto Investment Management LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED KINGDOM
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,718,348.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,718,348.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,718,348.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.21 %
12
Type of Reporting Person (See Instructions)
PN, FI
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
MOLINA HEALTHCARE, INC.
(b)
Address of issuer's principal executive offices:
200 Oceangate, Suite 100, Long Beach,CA 90802
Item 2.
(a)
Name of person filing:
Giovanni Agnelli B.V.
Exor N.V.
Lingotto Investment Management (UK) Limited
Lingotto Investment Management LLP
Lingotto Investment Management LLP, which acquired the securities being reported on, is 99.7% owned by Lingotto Investment Management (UK) Limited. Lingotto Investment Management (UK) Limited is a wholly owned subsidiary of Exor N.V., which in turn is controlled by Giovanni Agnelli B.V.
(b)
Address or principal business office or, if none, residence:
Giovanni Agnelli B.V.
Hildegard von Bingenstraat 38
1081 LH Amsterdam
The Netherlands
Exor N.V.
Hildegard von Bingenstraat 38
1081 LH Amsterdam
The Netherlands
Lingotto Investment Management (UK) Limited
7 Seymour Street
London, W1H 7JW
United Kingdom
Lingotto Investment Management LLP
7 Seymour Street
London, W1H 7JW
United Kingdom
(c)
Citizenship:
Giovanni Agnelli B.V. - the Netherlands
Exor N.V. - the Netherlands
Lingotto Investment Management (UK) Limited- United Kingdom
Lingotto Investment Management LLP - United Kingdom
(d)
Title of class of securities:
Common Stock, $0.001 Par Value
(e)
CUSIP Number(s):
60855R100
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages.
(b)
Percent of class:
See the responses to Item 11 on the attached cover pages.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See the responses to Item 5 on the attached cover pages.
(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.
(iii) Sole power to dispose or to direct the disposition of:
See the responses to Item 7 on the attached cover pages.
(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See Item 2
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Giovanni Agnelli B.V.
Signature:
/s/ Guido de Boer
Name/Title:
Guido de Boer | Authorized Signatory
Date:
09/03/2026
Exor N.V.
Signature:
/s/ Guido de Boer
Name/Title:
Guido de Boer | Chief Financial Officer
Date:
09/03/2026
Lingotto Investment Management (UK) Limited
Signature:
/s/ Enrico Vellano
Name/Title:
Enrico Vellano | CEO
Date:
09/03/2026
Lingotto Investment Management LLP
Signature:
/s/ Enrico Vellano
Name/Title:
Enrico Vellano | CEO
Date:
09/03/2026
Exhibit Information
Percent of class based on 52,200,000 common shares outstanding, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on 23 July 2026.
