P3 Health Partners Inc. - PIII
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | History | Reduced | 137,406 | 479 | 0.0% | 0.0% | 1 | -43,500 | -24.05% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 48,117 | 168 | 0.0% | 0.0% | 2 | -599 | -1.23% | Q4 2025 | Jan 29, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 28,657 | 100 | 0.03% | 0.07% | 3 | +1,979 | 7.42% | Q4 2025 | Jan 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 21,408 | 74 | 0.0% | 0.0% | 4 | +1,031 | 5.06% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 20,837 | 72 | 0.0% | 0.0% | 5 | -14,532 | -41.09% | Q4 2025 | Mar 09, 2026 |
| BlackRock, Inc. | History | Added to | 10,660 | 37 | 0.0% | 0.0% | 6 | +121 | 1.15% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,092 | 10 | 0.0% | 0.0% | 7 | -4 | -0.13% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,373 | 4 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 951 | 3 | 0.0% | 0.0% | 9 | +817 | 609.7% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 501 | 1 | 0.0% | — | 10 | +500 | 50000.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 19 | 0 | — | 0.0% | — | -1,000 | -98.14% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 36 | 0 | — | — | — | -44 | -55.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROYAL BANK OF CANADA | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |