Who owns The Oncology Institute, Inc. (TOI)
Which tracked institutional funds hold TOI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TOI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened TOI while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TOI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TOI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TOI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 125 tracked filers holding TOI, 79 increased or opened the position and 54 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TOI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD CAPITAL MANAGEMENT LLC$11M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- Ensign Peak Advisors, Inc$2M
- CITADEL ADVISORS LLC$2M
- VANGUARD FIDUCIARY TRUST CO$1M
- Dauntless Investment Group, LLC$1M
Full exits 6
- VANGUARD GROUP INC$17M
- Massar Capital Management, LP$1M
- GatePass Capital, LLC$1M
- FreeGulliver LLC$1M
- Maven Securities LTD$894K
- Informed Momentum Co LLC$650K
Largest adds
- GOLDMAN SACHS GROUP INC$2M
- UBS Group AG$740K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$733K
- BRC Group Holdings, Inc.$493K
- MARSHALL WACE, LLP$409K
- Cetera Investment Advisers$307K
Largest trims
- CenterBook Partners LP$6M
- BALYASNY ASSET MANAGEMENT L.P.$3M
- Kanen Wealth Management LLC$2M
- TENOR CAPITAL MANAGEMENT Co., L.P.$2M
- DEERFIELD MANAGEMENT COMPANY, L.P.$2M
- JANE STREET GROUP, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,415,867 | $14M | 9.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,476,781 | $11M | 7.1% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 3,360,052 | $10M | 6.8% | 2026-Q1 |
| Kanen Wealth Management LLC trimmed | 2,777,858 | $9M | 5.7% | 2026-Q1 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC added | 2,464,359 | $8M | 5.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,826,370 | $6M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,757,847 | $5M | 3.6% | 2026-Q1 |
| WEXFORD CAPITAL LP added | 1,711,323 | $5M | 3.5% | 2026-Q1 |
| CenterBook Partners LP trimmed | 1,568,423 | $5M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 1,461,454 | $4M | 3.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,351,899 | $4M | 2.8% | 2026-Q1 |
| BRC Group Holdings, Inc. added | 929,734 | $3M | 1.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 902,809 | $3M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 862,839 | $3M | 1.8% | 2026-Q1 |
| Ensign Peak Advisors, Inc new | 626,852 | $2M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 608,267 | $2M | 1.2% | 2026-Q1 |
| UBS Group AG added | 574,652 | $2M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 558,455 | $2M | 1.1% | 2026-Q1 |
| FourWorld Capital Management LLC added | 499,196 | $2M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 483,060 | $1M | 1.0% | 2026-Q1 |
| Dauntless Investment Group, LLC new | 462,057 | $1M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 424,894 | $1M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 419,423 | $1M | 0.9% | 2026-Q1 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 25,000 | $1M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 342,265 | $1M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 370,177 | $1M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 307,754 | $945K | 0.6% | 2026-Q1 |
| Mount Lucas Management LP | 250,000 | $768K | 0.5% | 2026-Q1 |
| Centiva Capital, LP added | 224,245 | $688K | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 214,915 | $660K | 0.4% | 2026-Q1 |
| TIFF ADVISORY SERVICES, LLC trimmed | 195,469 | $565K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 171,940 | $528K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 162,442 | $499K | 0.3% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 137,792 | $423K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 131,522 | $404K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 128,195 | $394K | 0.3% | 2026-Q1 |
| Jump Financial, LLC added | 116,430 | $357K | 0.2% | 2026-Q1 |
| T3 Companies, LLC trimmed | 111,900 | $344K | 0.2% | 2026-Q1 |
| State of Wyoming trimmed | 103,617 | $318K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 103,200 | $317K | 0.2% | 2026-Q1 |
| Oasis Management Co Ltd. | 100,000 | $307K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 95,264 | $292K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 94,170 | $289K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 92,869 | $285K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 90,346 | $277K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 83,919 | $258K | 0.2% | 2026-Q1 |
| Lee Financial Co | 81,362 | $250K | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC added | 78,468 | $241K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 77,845 | $239K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 61,600 | $219K | 0.1% | 2026-Q1 |
| Fielder Capital Group LLC | 70,192 | $215K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC | 70,154 | $215K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 63,439 | $195K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 62,794 | $193K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 61,065 | $187K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 55,922 | $172K | 0.1% | 2026-Q1 |
| ADAR1 Capital Management, LLC new | 50,000 | $154K | 0.1% | 2026-Q1 |
| FMR LLC added | 49,531 | $152K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,271 | $149K | 0.1% | 2026-Q1 |
| Innovative Asset Advisors Group, LLC new | 47,250 | $145K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 44,519 | $137K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 40,423 | $124K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 37,383 | $115K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 37,219 | $114K | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. trimmed | 33,792 | $104K | 0.1% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd added | 33,280 | $102K | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 32,000 | $98K | 0.1% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,534 | $91K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 28,874 | $89K | 0.1% | 2026-Q1 |
| Arax Advisory Partners added | 28,706 | $88K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 27,790 | $85K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey added | 27,627 | $85K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,748,635 | $17M | 11.2% | 2025-Q4 stale |
| Manatuck Hill Partners, LLC added | 629,800 | $2M | 1.5% | 2025-Q3 stale |
| Massar Capital Management, LP | 400,000 | $1M | 0.9% | 2025-Q4 stale |
| CINCINNATI INSURANCE CO trimmed | 1,240,795 | $1M | 0.9% | 2025-Q1 stale |
| GatePass Capital, LLC new | 360,000 | $1M | 0.9% | 2025-Q4 stale |
| FreeGulliver LLC added | 355,672 | $1M | 0.8% | 2025-Q4 stale |
| Maven Securities LTD added | 251,128 | $894K | 0.6% | 2025-Q4 stale |
| EHP Funds Inc. new | 244,041 | $852K | 0.6% | 2025-Q3 stale |
| NKCFO LLC new | 190,000 | $663K | 0.4% | 2025-Q3 stale |
| Informed Momentum Co LLC | 182,509 | $650K | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 185,160 | $646K | 0.4% | 2025-Q3 stale |
| Portolan Capital Management, LLC new | 221,512 | $454K | 0.3% | 2025-Q2 stale |
| PANAGORA ASSET MANAGEMENT INC | 126,985 | $443K | 0.3% | 2025-Q3 stale |
| SEI INVESTMENTS CO new | 111,553 | $397K | 0.3% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 70,654 | $252K | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 69,275 | $247K | 0.2% | 2025-Q4 stale |
| CITIZENS FINANCIAL GROUP INC/RI added | 119,000 | $244K | 0.2% | 2025-Q2 stale |
| Saba Capital Management, L.P. | 94,264 | $193K | 0.1% | 2025-Q2 stale |
| QUATTRO FINANCIAL ADVISORS LLC | 162,724 | $186K | 0.1% | 2025-Q1 stale |
| Caption Management, LLC new | 50,100 | $178K | 0.1% | 2025-Q4 stale |
| Diametric Capital, LP added | 42,945 | $150K | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd trimmed | 40,273 | $141K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC added | 35,748 | $125K | 0.1% | 2025-Q3 stale |
| nVerses Capital, LLC new | 31,595 | $112K | 0.1% | 2025-Q4 stale |
| Larson Financial Group LLC added | 31,468 | $112K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 31,180 | $111K | 0.1% | 2025-Q4 stale |
| MANGROVE PARTNERS IM, LLC new | 30,581 | $109K | 0.1% | 2025-Q4 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 23,794 | $83K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.