$PIII

$3.88 -$0.26 (6.28%) Close

$PIII Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.4M shares outstanding

Who owns PIII?

By type of holder

Institutions 1.0% Insiders 0.0% Everyone else 99.0%

Concentration Top 3 holders own 91.4%

Chicago Pacific Founders UGP, LLC 65.7% · Hudson Vegas Investment SPV, LLC 24.7%

Institutional ownership

1.0%

+0.2 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+6.5K

by institutions in Q2 2026

New / sold out

0 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Trinity Financial Advisors LLC +6.5K

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for P3 Health Partners Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

−92.1%

−57.16% a year

Each share's claim on the business

+1171.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $36.7M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years100% Under 1 year0%

Quarterly turnover

12.0%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting PIII on Form 13F

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TF Trinity Financial Advisors LLC	33.5K	1.00%	+6.5K (+24.0%)		2024	0.1%
Shares held by quarter Peak holding1.3M (Q1'25) Change over 8 quarters+33.5K Share of the company1.000% Trinity Financial Advisors LLC's full portfolio →

Trinity Financial Advisors LLC

33.5K

% of company

1.00%

Change vs last qtr

+6.5K (+24.0%)

Held since

2024

Institutional Funds

Mutual funds and ETFs reporting PIII on Form N-PORT; together they hold 79.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$238K	1.4M	43.10%	0.00%	March 31, 2025
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$86.9K	459.8K	13.68%	0.00%	February 28, 2025

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$238K

% of company

43.10%

% of the fund

0.00%

As of

March 31, 2025

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$86.9K

% of company

13.68%

% of the fund

0.00%

As of

February 28, 2025

7 more funds behind a free account

See every fund holding P3 Health Partners Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CP Chicago Pacific Founders UGP, LLC 5%+ holder 13D · 28.3%	2.2M	65.68%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company65.680% Disclosed stake13D · 28.3% View the 13D/G filing →
HV Hudson Vegas Investment SPV, LLC 5%+ holder 13D · 17.5%	829.7K	24.68%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company24.680% Disclosed stake13D · 17.5% View the 13D/G filing →

Chicago Pacific Founders UGP, LLC

5%+ holder13D · 28.3%

2.2M

% of company

65.68%

Change vs last qtr

—

Held since

—

Hudson Vegas Investment SPV, LLC

5%+ holder13D · 17.5%

829.7K

% of company

24.68%

Change vs last qtr

—

Held since

—

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