TOI — THE ONCOLOGY INSTITUTE INC
Reported value held$115.18M
Funds holding (latest)31
Sector—
Funds holding (Q2 2026)28
Institutional value$92.43M · 17.07M sh
New / Add / Cut / Exit2 / 21 / 5 / 1
Top-5 / Top-10 concentration67.5% / 88.7%
Institutional holdings change
Accumulating +7.4%
(+1.18M sh)
Institutional value change
Up +90.0%
As of Q2 2026, 28 SEC-registered investment managers reported holding TOI (THE ONCOLOGY INSTITUTE INC) in their latest 13F filings, with a combined reported value of $92.43M across 17.07M shares. That is +7.4% by share count (+1.18M shares) versus the previous quarter, while reported value moved +90.0%. Ownership is concentrated: the five largest holders account for 67.5% of reported value and the top ten for 88.7%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.75M | $25.79M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 4.75M | $16.91M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 1.90M | $10.32M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 1.74M | $9.44M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.74M | $9.42M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 1.37M | $7.42M | 0.01% | Add |
| Marshall Wace history | Q2 2026 | 1.22M | $6.64M | 0.01% | Add |
| Balyasny Asset Management history | Q1 2026 | 1.83M | $5.61M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 710.89K | $3.86M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 668.84K | $3.63M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 591.53K | $3.21M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 409.35K | $2.29M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 392.00K | $2.13M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 342.17K | $1.86M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 226.01K | $1.23M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 176.95K | $960.83K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 153.27K | $832.27K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 135.09K | $733.51K | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 96.88K | $526.03K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 78.51K | $426.31K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 409.35K sh · $2.29M
- Franklin Resources 22.18K sh · $120.42K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 1.83M sh · $5.61M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 252.94K | 253.59K | 262.35K | 3.31M | 3.43M | 3.91M | 4.42M | 4.75M |
| Geode Capital Management | — | 11.15K | 80.40K | 245.39K | 521.30K | 529.62K | 532.07K | 260.42K | 305.50K | 339.77K | 354.10K | 360.26K | 379.98K | 347.35K | 385.75K | 1.28M | 1.40M | 1.57M | 1.76M | 1.90M |
| Citadel Advisors | — | 39.56K | 60.39K | — | — | — | — | — | 42.72K | 143.84K | 30.15K | 269.70K | 91.34K | — | — | — | 109.76K | 477.10K | 2.35M | 1.74M |
| Goldman Sachs Group | — | 116.10K | 10.03K | — | — | — | — | — | — | — | — | — | — | — | 115.14K | 154.63K | 681.64K | 570.42K | 1.35M | 1.74M |
| Renaissance Technologies | — | — | — | — | — | — | 132.50K | 75.64K | 72.30K | 89.30K | 140.10K | 339.40K | 170.00K | 182.00K | 247.60K | 457.50K | 750.50K | 721.90K | 902.81K | 1.37M |
| Marshall Wace | 252.44K | — | — | — | — | — | — | — | — | 39.28K | — | — | — | — | — | 1.48M | 25.16K | 180.30K | 342.26K | 1.22M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 155.72K | 419.42K | 710.89K |
| Two Sigma Investments | — | — | — | — | — | 50.49K | 42.77K | — | — | — | — | — | — | — | — | 278.17K | 278.97K | 262.05K | 307.75K | 668.84K |
| Northern Trust Corp | — | — | 18.07K | 143.92K | 255.35K | 257.39K | 262.38K | 48.11K | 44.59K | 63.94K | 65.00K | 64.90K | 64.90K | 64.90K | 76.99K | 411.36K | 464.69K | 499.24K | 558.46K | 591.53K |
| JPMorgan Chase & Co | — | 3.80K | 400 | 10.04K | 18.86K | 19.74K | 42 | 42 | 100 | 120 | 8.77K | 170 | 171 | 166 | 54 | 27.93K | 24.43K | 386.78K | — | 409.35K |
| Bank of America Corp | — | — | 9.64K | 6.25K | 15.83K | 32.00K | 24.61K | 3.91K | 3.91K | 32.24K | 3.91K | 2.67K | 2.71K | 2.92K | 2.93K | 25.81K | 51.72K | 46.45K | 63.44K | 392.00K |
| Invesco Ltd | — | — | — | — | 12.64K | 11.16K | 11.40K | — | — | — | — | — | — | — | — | 38.71K | 38.59K | 47.01K | 37.22K | 342.17K |
| Charles Schwab Investment Management | — | — | — | 41.26K | 87.59K | 87.59K | 87.59K | — | — | — | — | — | — | — | — | 147.53K | 187.53K | 208.26K | 214.91K | 226.01K |
| BNY Mellon | — | — | — | 37.45K | 86.51K | 95.93K | 93.66K | — | — | 48.72K | 45.07K | 45.07K | 125.14K | 125.14K | 125.14K | 248.65K | 131.90K | 138.84K | 162.44K | 176.95K |
| UBS Group AG | — | 1.86K | — | 513 | 1.58K | 6.16K | 11.54K | 2.41K | — | — | 10.33K | — | — | 61.96K | 10.08K | 420.37K | 1.06M | 287.69K | 574.65K | 153.27K |
| Morgan Stanley | — | 932 | 4.47K | 1.20K | 1.43K | 18.41K | 18.01K | 9.50K | 5.46K | 23.98K | 70.55K | 29.34K | 30.39K | 30.39K | 30.49K | 175.37K | 91.02K | 222.05K | 171.94K | 135.09K |
| Millennium Management | — | — | 159.82K | 121.14K | — | — | — | 202.68K | 97.32K | 175.41K | 148.26K | 109.21K | — | — | — | 405.01K | 951.00K | 193.14K | 131.52K | 96.88K |
| Wells Fargo & Co | — | — | 64 | 470 | 568 | — | 6.86K | 185 | 229 | 244 | 248 | — | — | — | — | 30.50K | 38.37K | 83.60K | 40.42K | 78.51K |
| Fidelity Management & Research (FMR) | — | 12.00M | 12.00M | 12.00M | 12.00M | 12.00M | 12.00M | 4.75M | 4.75M | 4.75M | 4.75M | 4.75M | 4.75M | — | — | 519 | 626 | 1.49K | 49.53K | 78.11K |
| Deutsche Bank AG | — | — | — | 9.45K | 15.14K | 15.37K | 20.94K | 20.37K | 9.44K | 9.44K | 9.44K | — | — | — | — | 1.64K | 88.48K | 47.85K | 55.92K | 75.94K |