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P3 Health Partners (PIII) Institutional Ownership

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$10.57 -0.12 (-1.12%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for P3 Health Partners (NASDAQ:PIII)

Current
Institutional Ownership
Percentage
7.75%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$106.21K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$11.81M
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PIII Institutional Buying and Selling by Quarter

P3 Health Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026 Lido Advisors LLC10,748$33K0.0%N/A0.149%
4/16/2026 Diversified Trust Co20,316$63K0.0%N/A0.282%
3/9/2026 Corient Private Wealth LLC20,837$73K0.0%-41.1%0.289%
2/19/2026 Corient Private Wealth LLC20,837$73K0.0%-41.1%0.289%
2/13/2026Alyeska Investment Group L.P.137,406$480K0.0%-24.0%1.906%
10/7/2025 Trinity Financial Advisors LLC26,678$239K0.1%+4.6%0.371%
9/26/2025 Corient Private Wealth LLC35,369$223K0.0%-98.1%0.492%
8/15/2025 Corient Private Wealth LLC35,369$223K0.0%-98.1%0.492%
8/8/2025 Geode Capital Management LLC20,208$127K0.0%-97.9%0.281%
7/3/2025 Trinity Financial Advisors LLC25,500$161K0.0%-98.0%0.355%
5/19/2025Trinity Financial Advisors LLC1,278,037$222K0.1%+22.5%17.795%
5/16/2025Alyeska Investment Group L.P.9,045,340$1.48M0.0%-24.0%125.945%
5/13/2025Cresset Asset Management LLC200,000$33K0.0%+33.3%2.785%
4/21/2025Abundance Wealth Counselors400,000$66K0.0%+77.3%5.569%
3/12/2025Wealthedge Investment Advisors LLC370,264$83K0.0%N/A0.103%
2/17/2025Millennium Management LLC355,942$80K0.0%-26.8%0.099%
2/17/2025Alyeska Investment Group L.P.11,905,971$2.68M0.0%-24.2%3.318%
2/13/2025XTX Topco Ltd204,373$46K0.0%N/A0.057%
2/13/2025Warberg Asset Management LLC145,346$33K0.0%+1,353.5%0.041%
2/13/2025Renaissance Technologies LLC258,200$58K0.0%-46.7%0.072%
2/12/2025Geode Capital Management LLC948,041$213K0.0%-7.9%0.264%
2/10/2025Corient Private Wealth LLC1,270,261$286K0.0%-26.5%0.354%
1/24/2025Abundance Wealth Counselors225,605$51K0.0%-43.6%0.063%
1/15/2025Sanders Morris Harris LLC184,497$41K0.0%+50.0%0.051%
1/10/2025Trinity Financial Advisors LLC1,043,537$261K0.1%N/A0.291%
11/16/2024Geode Capital Management LLC1,029,259$398K0.0%+115.2%0.288%
8/15/2024Armistice Capital LLC7,900,000$3.56M0.0%N/A2.499%
8/9/2024Renaissance Technologies LLC111,800$50K0.0%+188.1%0.035%
7/27/2024Emfo LLC1,427,689$643K0.6%+39.8%0.452%
7/12/2024Sanders Morris Harris LLC142,998$64K0.0%+16.3%0.045%
5/16/2024Janus Henderson Group PLC2,118,036$2.18M0.0%-44.0%0.670%
5/3/2024GSA Capital Partners LLP565,522$582K0.0%+110.6%0.179%
2/5/2024Welch Capital Partners LLC NY30,000$42K0.0%N/A0.010%
2/1/2024SlateStone Wealth LLC28,033$40K0.0%N/A0.009%
11/13/2023FMR LLC2,371,635$3.49M0.0%-65.6%0.758%
11/13/2023PNC Financial Services Group Inc.68,694$101K0.0%N/A0.022%
11/2/2023Principal Financial Group Inc.80,055$118K0.0%+13.3%0.026%
11/1/2023Emfo LLC1,004,147$1.48M1.4%+7.9%0.321%
8/7/2023SlateStone Wealth LLC13,033$39K0.0%N/A0.004%
8/4/2023American International Group Inc.19,180$57K0.0%+63.5%0.006%
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8/3/2023Emfo LLC930,422$2.78M2.5%+41.6%0.297%
8/3/2023Oppenheimer & Co. Inc.21,436$64K0.0%N/A0.007%
7/31/2023Strs Ohio49,400$147K0.0%+737.3%0.016%
7/11/2023Sanders Morris Harris LLC122,998$368K0.1%N/A0.039%
5/8/2023Emfo LLC657,061$696K0.7%+135.4%1.628%
2/10/2023Blair William & Co. IL73,634$135K0.0%+216.0%0.182%
2/2/2023Emfo LLC279,075$513K0.5%-17.2%0.691%
11/8/2022New York State Common Retirement Fund18,900$87K0.0%-16.0%0.047%
10/31/2022Emfo LLC336,849$1.56M1.5%+8.1%0.835%
5/10/2022Nicholas Investment Partners LP1,695,897$13.26M0.9%+60.9%4.202%


PIII Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of P3 Health Partners. The most heavily invested institutionals were Alyeska Investment Group L.P. ($480K), Trinity Financial Advisors LLC ($239K), Geode Capital Management LLC ($127K), Wealthedge Investment Advisors LLC ($83K), Millennium Management LLC ($80K), Corient Private Wealth LLC ($73K), and Abundance Wealth Counselors ($66K).Learn more on P3 Health Partners' institutional investors.

7.75% of P3 Health Partners' stock is owned by institutional investors. Learn more on PIII's institutional investor holdings.

Of the 10 institutional investors that purchased P3 Health Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trinity Financial Advisors LLC ($1.28M), Geode Capital Management LLC ($550.93K), Wealthedge Investment Advisors LLC ($370.26K), XTX Topco Ltd ($204.37K), Abundance Wealth Counselors ($174.40K), Warberg Asset Management LLC ($135.35K), and Sanders Morris Harris LLC ($61.50K).

Institutional investors have bought a total of 32,242 shares in the last 24 months. This purchase volume represents approximately $106.21K in transactions.

The following institutional investors have sold P3 Health Partners stock in the last 24 months: Corient Private Wealth LLC ($1.86M), and Alyeska Investment Group L.P. ($43.50K).

Institutional investors have sold a total of 1,907,456 shares in the last 24 months. This volume of shares sold represents approximately $11.81M in transactions.



Institutional ownership data for NASDAQ:PIII is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/14/2026. New 13F filings are added each quarter as they're published.
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