PIII — P3 HEALTH PARTNERS INC
Reported value held$3.38M
Funds holding (latest)28
SectorHealth Care
Funds holding (Q2 2026)6
Institutional value$486.57K · 45.05K sh
New / Add / Cut / Exit3 / 1 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change
Accumulating +16.5%
(+6.39K sh)
Institutional value change
Up +308.6%
As of Q2 2026, 6 SEC-registered investment managers reported holding PIII (P3 HEALTH PARTNERS INC) in their latest 13F filings, with a combined reported value of $486.57K across 45.05K shares. That is +16.5% by share count (+6.39K shares) versus the previous quarter, while reported value moved +308.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PIII is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 17.10K | $184.65K | 0.00% | Reduce |
| Renaissance Technologies history | 15.15K | $163.61K | 0.00% | New |
| BlackRock Inc history | 7.64K | $82.48K | 0.00% | Reduce |
| Morgan Stanley history | 2.82K | $30.46K | 0.00% | New |
| UBS Group AG history | 2.33K | $25.14K | 0.00% | Add |
| JPMorgan Chase & Co history | 19 | $227 | 0.00% | New |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 25.90K | $79.78K | 0.00% | Add |
| BlackRock Inc history | 10.92K | $33.63K | 0.00% | Add |
| UBS Group AG history | 1.84K | $5.67K | 0.00% | Add |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.12K | $168.41K | 0.00% | Reduce |
| Geode Capital Management history | 21.41K | $74.93K | 0.00% | Add |
| BlackRock Inc history | 10.66K | $37.20K | 0.00% | Add |
| PNC Financial Services history | 1.37K | $4.79K | 0.00% | Hold |
| UBS Group AG history | 951 | $3.32K | 0.00% | Add |
| Bank of America Corp history | 501 | $1.75K | 0.00% | Add |
| JPMorgan Chase & Co history | 19 | $67 | 0.00% | Reduce |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.72K | $447.21K | 0.00% | Add |
| Geode Capital Management history | 20.38K | $187.07K | 0.00% | Add |
| BlackRock Inc history | 10.54K | $94.27K | 0.00% | Hold |
| PNC Financial Services history | 1.37K | $12.28K | 0.00% | Hold |
| JPMorgan Chase & Co history | 1.02K | $9.35K | 0.00% | Hold |
| UBS Group AG history | 134 | $1.20K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4 | $37 | 0.00% | Add |
| Bank of America Corp history | 1 | $9 | 0.00% | Reduce |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 38.36K | $241.66K | 0.00% | Reduce |
| Geode Capital Management history | 20.21K | $127.32K | 0.00% | Reduce |
| BlackRock Inc history | 10.58K | $66.67K | 0.00% | Reduce |
| UBS Group AG history | 1.61K | $10.14K | 0.00% | Reduce |
| PNC Financial Services history | 1.37K | $8.65K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.02K | $6.42K | 0.00% | Reduce |
| Morgan Stanley history | 360 | $2.27K | 0.00% | New |
| Bank of America Corp history | 16 | $101 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2 | $13 | 0.00% | New |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.82M | $298.37K | 0.00% | Hold |
| Geode Capital Management history | 980.39K | $160.90K | 0.00% | Add |
| Renaissance Technologies history | 405.84K | $66.60K | 0.00% | Add |
| BlackRock Inc history | 381.90K | $62.67K | 0.00% | Hold |
| UBS Group AG history | 236.28K | $38.75K | 0.00% | Add |
| Northern Trust Corp history | 99.99K | $16.41K | 0.00% | Hold |
| Millennium Management history | 71.57K | $11.74K | 0.00% | Reduce |
| PNC Financial Services history | 68.69K | $11.27K | 0.00% | Hold |
| Citadel Advisors history | 31.49K | $5.17K | 0.00% | New |
| JPMorgan Chase & Co history | 1.14K | $187 | 0.00% | Reduce |
| Bank of America Corp history | 729 | $120 | 0.00% | Add |
| Wells Fargo & Co history | 8 | $1 | 0.00% | Hold |
New Positions (Q2 2026)
- Renaissance Technologies 15.15K sh · $163.61K
- Morgan Stanley 2.82K sh · $30.46K
- JPMorgan Chase & Co 19 sh · $227
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 17.10K | 25.90K | 21.41K | 20.38K | 20.21K | 980.39K | 948.04K | 1.03M | 478.33K | 909.48K | 846.06K | 800.94K | 735.25K | 519.57K | 518.08K | 512.07K | 359.74K | 98.85K | 45.41K |
| Renaissance Technologies | 15.15K | — | — | — | — | 405.84K | 258.20K | 484.50K | 111.80K | 38.80K | 152.00K | 362.79K | 66.54K | — | — | — | — | — | — |
| BlackRock Inc | 7.64K | 10.92K | 10.66K | 10.54K | 10.58K | 381.90K | 381.90K | 381.90K | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 2.82K | — | — | — | 360 | — | — | 1.91M | 9.55K | 52.12K | 140.27K | 30.94K | 29.09K | 11.65K | 16.62K | 24.94K | 15.61K | 3.58K | — |
| UBS Group AG | 2.33K | 1.84K | 951 | 134 | 1.61K | 236.28K | 457 | 225 | 28.16K | 45.41K | 44.47K | 35.45K | 22.99K | 10.56K | 5.18K | 469 | — | — | 2.20K |
| JPMorgan Chase & Co | 19 | — | 19 | 1.02K | 1.02K | 1.14K | 1.15K | 2.27K | 58.06K | 50.23K | 26.14K | 25.83K | 31.76K | — | 13.76K | 13.18K | 13.60K | 11.51K | — |
| Fidelity Management & Research (FMR) | — | — | — | 4 | 2 | — | — | 1.14K | 21.70K | 721 | 2.85K | 2.37M | 6.89M | 6.66M | 9.87M | 10.12M | 10.12M | 10.12M | 10.12M |
| Bank of America Corp | — | — | 501 | 1 | 16 | 729 | 690 | 2.37K | 55.56K | 21.32K | 64.83K | 47.91K | 4.66K | 22.56K | 24.55K | 9.74K | 12.84K | 25.08K | — |
| PNC Financial Services | — | — | 1.37K | 1.37K | 1.37K | 68.69K | 68.69K | 68.69K | 68.69K | 68.69K | 68.69K | 68.69K | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 48.12K | 48.72K | 38.36K | 1.82M | 1.82M | 1.82M | 1.82M | 1.52M | 1.56M | 2.58M | 5.47M | 1.84M | 2.29M | 2.37M | 2.54M | 2.43M | 2.14M |
| Citadel Advisors | — | — | — | — | — | 31.49K | — | — | — | — | — | — | — | — | — | — | — | 27.22K | 14.37K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | 21.06K | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | 11.91K | 476.72K | 10.58K | — | 43.55K | 30.65K | 16.70K | — | — | — | 10.17K | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | 18.88K | 18.88K | 43.90K | 43.90K | 39.59K | 10.49K | 10.32K | 12.03K | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | 52.94K | — | — | — | — | — | — | — | — |
| AQR Capital Management | — | — | — | — | — | — | — | — | 26.27K | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 98.01K | 103.69K | 103.69K | 103.80K | 63.95K | 64.03K | 63.95K | 52.40K | — | — |
| Citigroup Inc | — | — | — | — | — | — | 6 | 341 | 5.82K | 6.90K | 5.87K | 117 | 24.52K | — | 474 | 370 | 1.58K | — | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | 13.44K | 13.60K | 16.25K | 16.25K | 12.72K | 34.85K | 13.62K | 12.86K | — | — |
| Legal & General Investment Management America | — | — | — | — | — | — | — | — | — | 4.84K | 4.84K | 4.84K | 4.84K | 2.52K | 2.52K | 2.52K | 2.52K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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