THE ONCOLOGY INSTITUTE INC (TOI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
116
Reporting holders
$229.5M
Reported value
7.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $25.8M | 4,749,030 | 0.00% | 8q | +7.5%+$1.8M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $18.2M | 3,360,052 | 0.19% | 19q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.7M | 3,265,531 | 0.00% | 2q | -6.1%-$1.1M |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $13.4M | 2,464,359 | 8.42% | 6q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $10.3M | 1,899,998 | 0.00% | 19q | +8.1%+$772.1K |
| CITADEL ADVISORS LLC | $9.4M | 894,101 | 0.00% | 4q | +47.0%+$3.0M |
| GOLDMAN SACHS GROUP INC | $9.4M | 1,735,337 | 0.00% | 6q | +28.4%+$2.1M |
| WEXFORD CAPITAL LP | $9.3M | 1,711,323 | 1.19% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.7M | options only | 0.00% | 6q | OPTIONS |
| STATE STREET CORP | $8.4M | 1,552,917 | 0.00% | 18q | +6.3%+$496.6K |
| Nuveen, LLC | $7.6M | 1,408,720 | 0.00% | 5q | +1378.8%+$7.1M |
| RENAISSANCE TECHNOLOGIES LLC | $7.4M | 1,365,913 | 0.01% | 14q | +51.3%+$2.5M |
| JANE STREET GROUP, LLC | $7.3M | 852,163 | 0.00% | 4q | +100.6%+$3.7M |
| CenterBook Partners LP | $6.7M | 1,241,660 | 0.33% | 5q | -20.8%-$1.8M |
| MARSHALL WACE, LLP | $6.6M | 1,222,498 | 0.01% | 5q | +257.2%+$4.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.5M | 1,007,037 | 0.00% | 2q | +16.7%+$783.0K |
| BRC Group Holdings, Inc. | $4.0M | 742,593 | 0.93% | 6q | -20.1%-$1.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.9M | 710,888 | 0.00% | 3q | +69.5%+$1.6M |
| TWO SIGMA INVESTMENTS, LP | $3.6M | 668,839 | 0.00% | 5q | +117.3%+$2.0M |
| NORTHERN TRUST CORP | $3.2M | 591,534 | 0.00% | 18q | +5.9%+$179.6K |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 502,049 | 0.00% | 2q | +3.9%+$103.1K |
| FourWorld Capital Management LLC | $2.7M | 499,196 | 2.47% | 10q | HELD |
| Manatuck Hill Partners, LLC | $2.4M | 450,000 | 0.81% | new | NEW |
| Walleye Capital LLC | $2.4M | 445,832 | 0.01% | new | NEW |
| Inspire Investing, LLC | $2.3M | 424,008 | 0.09% | new | NEW |
| JPMORGAN CHASE & CO | $2.3M | 409,348 | 0.00% | 19q | +10.6%+$219.4K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 391,997 | 0.00% | 18q | +517.9%+$1.8M |
| Invesco Ltd. | $1.9M | 342,166 | 0.00% | 5q | +819.3%+$1.7M |
| FORMULA GROWTH LTD | $1.6M | 300,000 | 0.57% | new | NEW |
| Mount Lucas Management LP | $1.4M | 250,000 | 0.48% | 5q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.3M | 233,379 | 0.02% | 4q | +69.4%+$519.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 226,007 | 0.00% | 5q | +5.2%+$60.2K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 226,007 | 0.00% | new | NEW |
| Informed Momentum Co LLC | $1.0M | 188,467 | 0.09% | new | NEW |
| Bank of New York Mellon Corp | $960.8K | 176,949 | 0.00% | 11q | +8.9%+$78.8K |
| Dauntless Investment Group, LLC | $888.2K | 163,570 | 0.70% | 2q | -64.6%-$1.6M |
| UBS Group AG | $832.3K | 153,273 | 0.00% | 7q | -73.3%-$2.3M |
| MORGAN STANLEY | $733.5K | 135,085 | 0.00% | 19q | -21.4%-$200.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $661.9K | 121,900 | 0.03% | 5q | +18.1%+$101.5K |
| Creative Planning | $596.9K | 109,925 | 0.00% | 3q | +319.4%+$454.6K |
| Panoramic Capital, LLC | $543.0K | 100,000 | 0.23% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $526.0K | 96,875 | 0.00% | 5q | -26.3%-$188.1K |
| Cetera Investment Advisers | $485.5K | 89,415 | 0.00% | 6q | -30.3%-$210.6K |
| HighTower Advisors, LLC | $466.1K | 85,838 | 0.00% | 10q | +2.3%+$10.4K |
| WHITE PINE CAPITAL LLC | $464.9K | 85,618 | 0.11% | new | NEW |
| T3 Companies, LLC | $434.4K | 80,000 | 0.46% | 3q | -28.5%-$173.2K |
| WELLS FARGO & COMPANY/MN | $426.3K | 78,510 | 0.00% | 5q | -2.9%-$12.7K |
| FMR LLC | $424.1K | 78,107 | 0.00% | 5q | +57.7%+$155.2K |
| DEUTSCHE BANK AG\ | $412.3K | 75,937 | 0.00% | 5q | +35.8%+$108.7K |
| State of Wyoming | $395.7K | 72,882 | 0.04% | 5q | -29.7%-$166.9K |
| Squarepoint Ops LLC | $395.6K | 72,862 | 0.00% | 4q | +205.7%+$266.2K |
| Fielder Capital Group LLC | $381.1K | 70,192 | 0.08% | 11q | HELD |
| Allspring Global Investments Holdings, LLC | $278.5K | 51,282 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $263.9K | 48,597 | 0.00% | 4q | +9.2%+$22.1K |
| MetLife Investment Management, LLC | $252.0K | 46,402 | 0.00% | 5q | +67.0%+$101.1K |
| Private Advisor Group, LLC | $249.0K | 45,850 | 0.00% | 4q | -51.3%-$262.4K |
| EntryPoint Capital, LLC | $244.2K | 44,972 | 0.06% | 3q | +88.5%+$114.7K |
| ALLIANCEBERNSTEIN L.P. | $219.2K | 71,400 | 0.00% | 5q | +15.9%+$30.1K |
| Innovative Asset Advisors Group, LLC | $195.5K | 36,000 | 0.09% | 2q | -23.8%-$61.1K |
| CITIGROUP INC | $194.1K | 35,747 | 0.00% | 13q | +754.8%+$171.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $190.7K | 35,111 | 0.00% | 5q | -6.1%-$12.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $184.3K | 33,935 | 0.00% | new | NEW |
| BARCLAYS PLC | $184.2K | 33,929 | 0.00% | 5q | +123.6%+$101.8K |
| ExodusPoint Capital Management, LP | $182.7K | 33,644 | 0.00% | 4q | +37.8%+$50.1K |
| Pekin Hardy Strauss, Inc. | $173.8K | 32,000 | 0.02% | 3q | HELD |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $160.4K | 29,534 | 0.02% | 3q | HELD |
| Arax Advisory Partners | $158.6K | 29,213 | 0.00% | 2q | +1.8%+$2.8K |
| Vanguard Global Advisers, LLC | $156.8K | 28,874 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $150.0K | 27,627 | 0.00% | 5q | HELD |
| PRUDENTIAL FINANCIAL INC | $145.7K | 26,825 | 0.00% | 4q | +1.1%+$1.6K |
| GLOBEFLEX CAPITAL L P | $141.8K | 26,111 | 0.02% | new | NEW |
| LPL Financial LLC | $135.2K | 24,892 | 0.00% | 4q | -59.2%-$196.4K |
| ROYAL BANK OF CANADA | $128.0K | 23,327 | 0.00% | 5q | +5.1%+$6.2K |
| AXQ CAPITAL, LP | $122.0K | 22,460 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $120.4K | 22,177 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $116.5K | 21,461 | 0.00% | 7q | +26.8%+$24.6K |
| INTECH INVESTMENT MANAGEMENT LLC | $111.5K | 20,531 | 0.00% | 5q | -8.7%-$10.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $111.5K | 20,530 | 0.00% | 5q | -6.2%-$7.4K |
| Russell Investments Group, Ltd. | $110.0K | 20,260 | 0.00% | 4q | +305.8%+$82.9K |
| WINTON GROUP Ltd | $102.1K | 18,800 | 0.00% | new | NEW |
| Granite Investment Partners, LLC | $98.5K | 18,148 | 0.01% | 2q | +22.4%+$18.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $97.2K | 17,900 | 0.00% | 5q | +219.6%+$66.8K |
| VOYA INVESTMENT MANAGEMENT LLC | $82.2K | 15,145 | 0.00% | 5q | +13.6%+$9.8K |
| Blackhawk Capital Partners, LLC | $81.5K | 15,000 | 0.03% | new | NEW |
| Fermata Advisors, LLC | $69.5K | 12,800 | 0.01% | new | NEW |
| FreeGulliver LLC | $67.1K | 12,350 | 0.02% | new | NEW |
| Engineers Gate Manager LP | $67.0K | 12,342 | 0.00% | 3q | -80.3%-$274.0K |
| Jump Financial, LLC | $66.8K | 12,300 | 0.00% | 4q | -89.4%-$565.4K |
| MILLER WEALTH ADVISORS, LLC | $65.4K | 2,939 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $63.9K | 11,768 | 0.00% | 4q | +281.7%+$47.2K |
| R Squared Ltd | $62.3K | 11,482 | 0.03% | 3q | -29.8%-$26.4K |
| Wealthspire Advisors, LLC | $61.9K | 11,400 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $60.1K | 11,061 | 0.01% | 4q | -66.8%-$120.6K |
| AMERIPRISE FINANCIAL INC | $55.9K | 10,300 | 0.00% | new | NEW |
| ProShare Advisors LLC | $54.4K | 10,026 | 0.00% | 5q | -13.3%-$8.3K |
| AMG National Trust Bank | $54.3K | 10,000 | 0.00% | 9q | HELD |
| Kemnay Advisory Services Inc. | $46.7K | 8,592 | 0.01% | new | NEW |
| Legal & General Group Plc | $40.7K | 7,497 | 0.00% | 5q | +15.0%+$5.3K |
| Tower Research Capital LLC (TRC) | $36.3K | 6,681 | 0.00% | 11q | -8.7%-$3.4K |
| Ameritas Investment Partners, Inc. | $32.7K | 6,026 | 0.00% | 5q | HELD |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 116 | $229.5M | 39,324,169 | 27 | 48 | 25 | 7.0% |
| Q1 2026 | 110 | $128.7M | 39,353,043 | 19 | 46 | 25 | 6.2% |
| Q4 2025 | 110 | $139.3M | 35,379,105 | 24 | 43 | 24 | 9.6% |
| Q3 2025 | 104 | $122.3M | 34,521,395 | 34 | 31 | 22 | 1.5% |
| Q2 2025 | 75 | $66.1M | 32,223,073 | 39 | 24 | 4 | 0.0% |
| Q1 2025 | 40 | $19.4M | 17,005,526 | 13 | 7 | 6 | 0.0% |
| Q4 2024 | 29 | $4.6M | 14,580,841 | 3 | 8 | 3 | 0.0% |
| Q3 2024 | 33 | $6.7M | 20,587,186 | 1 | 12 | 5 | 0.0% |
| Q2 2024 | 38 | $8.6M | 18,699,269 | 5 | 8 | 10 | 0.4% |
| Q1 2024 | 42 | $27.2M | 17,218,126 | 6 | 12 | 9 | 0.0% |
| Q4 2023 | 43 | $37.6M | 18,332,294 | 10 | 13 | 8 | 0.5% |
| Q3 2023 | 34 | $21.0M | 15,021,152 | 9 | 10 | 7 | 0.0% |
| Q2 2023 | 36 | $7.6M | 13,840,703 | 13 | 4 | 17 | 0.0% |
| Q1 2023 | 32 | $22.8M | 33,585,464 | 4 | 12 | 8 | 0.0% |
| Q4 2022 | 31 | $37.5M | 22,725,018 | 4 | 14 | 5 | 0.0% |
| Q3 2022 | 39 | $108.4M | 23,363,014 | 5 | 23 | 7 | 0.0% |
| Q2 2022 | 36 | $110.9M | 21,901,273 | 17 | 7 | 9 | 0.0% |
| Q1 2022 | 28 | $159.3M | 21,128,201 | 9 | 8 | 7 | 0.0% |
| Q4 2021 | 21 | $199.9M | 21,118,138 | 18 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $2.5M | 252,439 | 1 | 0 | 0 | 0.0% |