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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
80,345
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
73,692
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
69,552
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
68,341
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
66,330
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
64,947
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
60,222
shares
|
$1.74 Million
3.01% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,863
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 66.55%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
57,764
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
55,820
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
53,466
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.7%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
48,200
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2024
Added 13.15%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
47,126
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
45,000
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
44,113
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
43,549
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,195
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,099
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
37,557
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
36,114
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Teton Advisors, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
35,000
shares
|
$1.01 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Teton Advisors, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$1.01 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
32,485
shares
|
$937,192
0.0% of portfolio
|
Q3 2025
Reduced 24.96%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
32,386
shares
|
$934,336
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,976
shares
|
$922,507
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|