46% buyers of institutions opening or closing positions this quarter
4 more exits than new buyers, ownership fell 0.39 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
46% buyers of institutions opening or closing positions this quarter
2.1% institutional ownership
JOSH ARNOLD INVESTMENT portfolio allocation
Institutional ownership vs Medical - Care Facilities peers
1 Form 4 filings β executives buying or selling their own stock
Latest positioning in TOI across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TOI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.4M | $13.6M | +13.1% | 0.434% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $10.7M | β | 0.342% | 0.00% |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.4M | $10.3M | 0.0% | 0.330% | 0.12% |
| 4 | Kanen Wealth Management LLC | 2.8M | $8.5M | -6.7% | 0.273% | 3.07% |
| 5 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 2.5M | $7.6M | +0.2% | 0.242% | 6.47% |
| 6 | BALYASNY ASSET MANAGEMENT LLC | 1.8M | $5.6M | -61.8% | 0.179% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $5.4M | +11.9% | 0.173% | 0.00% |
| 8 | WEXFORD CAPITAL LP | 1.7M | $5.3M | +11.6% | 0.168% | 0.76% |
| 9 | CenterBook Partners LP | 1.6M | $4.8M | -48.2% | 0.154% | 0.26% |
| 10 | STATE STREET CORP | 1.5M | $4.5M | +8.1% | 0.144% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 1.4M | $4.2M | +137.0% | 0.133% | 0.00% |
| 12 | B. Riley Financial, Inc. | 930K | $2.9M | +40.2% | 0.091% | 0.63% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 903K | $2.8M | +25.1% | 0.089% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 863K | $2.6M | β | 0.085% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 727K | $2.2M | -24.5% | 0.071% | 0.00% |
| 16 | Ensign Peak Advisors, Inc | 627K | $1.9M | β | 0.062% | 0.00% |
| 17 | UBS Group AG | 575K | $1.8M | +99.8% | 0.056% | 0.00% |
| 18 | NORTHERN TRUST CORP | 558K | $1.7M | +11.9% | 0.055% | 0.00% |
| 19 | FourWorld Capital Management LLC | 499K | $1.5M | +30.4% | 0.049% | 0.78% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 483K | $1.5M | β | 0.048% | 0.00% |
| 21 | Dauntless Investment Group, LLC | 462K | $1.4M | β | 0.045% | 0.94% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 419K | $1.3M | +169.3% | 0.041% | 0.00% |
| 23 | MARSHALL WACE, LLP | 342K | $1.1M | +89.8% | 0.034% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 308K | $945K | +17.4% | 0.030% | 0.00% |
| 25 | Mount Lucas Management LP | 250K | $768K | 0.0% | 0.025% | 0.28% |
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 TOI β a direct measure of their conviction.
Filings activity in TOI during Q1 2026, grouped by how each filer changed its position.
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 | 112 | 3.4% | 2.15% | 0.39 pp | $116M | 15% |
| Q4 2025 | 116 | +13% | 2.54% | +0.36 pp | $138M | +17% |
| Q3 2025 | 103 | +30% | 2.18% | +1.08 pp | $118M | +97% |
| Q2 2025 | 79 | +84% | 1.10% | +0.74 pp | $60M | +211% |
| Q1 2025 | 43 | +39% | 0.36% | +0.28 pp | $19M | +331% |
| Q4 2024 | 31 | 8.8% | 0.08% | 0.05 pp | $4M | 36% |
| Q3 2024 | 34 | 15% | 0.13% | 0.03 pp | $7M | 22% |
| Q2 2024 | 40 | β | 0.16% | β | $9M | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 9, 2026 | Chernett Jorey | Buy | 20K | $3.10 | $62K |
Quick answers to the most common questions about buying TOI stock.
Based on Q1 2026 13F filings, institutional ownership of The Oncology Institute, Inc. stands at 2.1%, held across 112 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TOI, with approximately 4,415,867 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of TOI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for TOI is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
24 institutions opened new positions in TOI during Q1 2026, while 28 fully exited. 36 added to existing positions and 48 trimmed.
TOI institutional ownership fell by 0.39 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 65.5% of all reported 13F value in TOI, and the top 25 account for 90.0%.
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.