Institutional Ownership I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $819 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
267,009
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
257,010
shares
|
$7.41 Million
0.0% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
254,725
shares
|
$7.35 Million
0.18% of portfolio
|
Q3 2025
Added 59.4%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
247,394
shares
|
$7.14 Million
0.93% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
235,071
shares
|
$6.78 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
233,173
shares
|
$6.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
229,132
shares
|
$6.61 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
192,954
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
180,712
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2025
Added 162.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
148,922
shares
|
$4.3 Million
0.0% of portfolio
|
Q3 2025
Added 56.25%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
143,873
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2025
Added 25.13%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
137,245
shares
|
$3.96 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Manatuck Hill Partners, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
130,000
shares
|
$3.75 Million
1.47% of portfolio
|
Q3 2025
Added 225.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
127,628
shares
|
$3.68 Million
0.32% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
127,024
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
117,436
shares
|
$3.39 Million
0.25% of portfolio
|
Q3 2025
Reduced 58.71%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
109,016
shares
|
$3.15 Million
0.59% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
108,114
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
107,071
shares
|
$3.09 Million
0.79% of portfolio
|
Q4 2022
Reduced 23.19%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
104,573
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Added 49.65%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
101,747
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
98,583
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 60.99%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
96,884
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
88,819
shares
|
$2.56 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
86,227
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2023
Reduced 7.07%
|
|