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 145 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,678
shares
|
$614,235
0.0% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
24,655
shares
|
$613,662
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
24,643
shares
|
$613,364
0.0% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,408
shares
|
$607,515
0.0% of portfolio
|
Q3 2024
Reduced 42.28%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,629
shares
|
$588,125
0.06% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
23,339
shares
|
$580,907
0.13% of portfolio
|
Q3 2020
Reduced 2.51%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,269
shares
|
$579,165
0.24% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
22,418
shares
|
$557,984
0.01% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
22,084
shares
|
$549,670
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,239
shares
|
$478,858
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,283
shares
|
$430,173
0.0% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
16,608
shares
|
$413,373
0.0% of portfolio
|
Q3 2024
Added 218.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
16,602
shares
|
$413,223
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
16,526
shares
|
$411,332
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Nov 15, 2024 Q3 2024 |
15,655
shares
|
$389,652
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
15,090
shares
|
$375,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$373,350
0.03% of portfolio
|
Q3 2024
Added 130.95%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
13,524
shares
|
$336,612
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
13,472
shares
|
$335,318
0.0% of portfolio
|
Q2 2024
Added 21.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,461
shares
|
$335,044
0.0% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,271
shares
|
$330,315
0.0% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$286,035
0.0% of portfolio
|
Q3 2024
Reduced 41.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,364
shares
|
$282,849
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,700
shares
|
$266,323
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$254,500
0.02% of portfolio
|
Q3 2024
New holding
|