Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PIII held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 71K | $218K | β | 2.144% | 0.00% |
| 2 | Trinity Financial Advisors LLC | 27K | $83K | -5.6% | 0.821% | 0.02% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 26K | $80K | +21.0% | 0.786% | 0.00% |
| 4 | Diversified Trust Co | 20K | $63K | β | 0.617% | 0.00% |
| 5 | Corient Private Wealth LLC | 20K | $61K | -4.8% | 0.602% | 0.00% |
| 6 | NINE MASTS CAPITAL Ltd | 18K | $55K | β | 0.545% | 0.01% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13K | $41K | β | 0.406% | 0.00% |
| 8 | BlackRock, Inc. | 11K | $34K | +2.4% | 0.331% | 0.00% |
| 9 | Lido Advisors, LLC | 11K | $33K | β | 0.326% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 6K | $20K | β | 0.197% | 0.00% |
| 11 | BLAIR WILLIAM & CO/IL | 3K | $10K | 0.0% | 0.094% | 0.00% |
| 12 | UBS Group AG | 2K | $6K | +93.5% | 0.056% | 0.00% |
| 13 | Vanguard Global Advisers, LLC | 308 | $949 | β | 0.009% | 0.00% |
| 14 | BNP PARIBAS ARBITRAGE, SA | 36 | $111 | 0.0% | 0.001% | 0.00% |
| 15 | HRT FINANCIAL LP | 15K | $46 | β | 0.458% | 0.00% |
| 16 | ROYAL BANK OF CANADA | 2 | $0 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PIII β a direct measure of their conviction.
Filings activity in PIII during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PIII position in Q1 2026
Institutions that fully closed their PIII position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 16 | +23% | 1.75% | 0.62 pp | $1M | 26% |
| Q4 2025 | 13 | 13% | 2.37% | 4.96 pp | $1M | 68% |
| Q3 2025 | 15 | 12% | 7.33% | +2.36 pp | $3M | +47% |
| Q2 2025 | 17 | 51% | 4.97% | 2.02 pp | $2M | 29% |
| Q1 2025 | 35 | 7.9% | 6.99% | 3.89 pp | $3M | 36% |
| Q4 2024 | 38 | 17% | 10.88% | 19.36 pp | $4M | 64% |
| Q3 2024 | 46 | 21% | 30.24% | 12.40 pp | $12M | 29% |
| Q2 2024 | 58 | β | 42.64% | β | $17M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PIII stock.
Based on Q1 2026 13F filings, institutional ownership of P3 Health Partners Inc. stands at 1.8%, held across 16 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of PIII, with approximately 70,627 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PIII, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for PIII is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in PIII during Q1 2026, while 5 fully exited. 2 added to existing positions and 5 trimmed.
PIII institutional ownership fell by 0.62 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 97.7% of all reported 13F value in PIII, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
P3 Health Partners Inc. (PIII) Institutional Ownership