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 181 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,275
shares
|
$209,883
0.0% of portfolio
|
Q3 2025
Reduced 25.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
7,221
shares
|
$208,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
7,106
shares
|
$205,008
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
6,887
shares
|
$198,689
0.01% of portfolio
|
Q4 2024
Added 688600.0%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
6,852
shares
|
$197,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,721
shares
|
$193,900
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
6,368
shares
|
$183,716
0.0% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,331
shares
|
$182,649
0.0% of portfolio
|
Q3 2025
Added 39.97%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
6,209
shares
|
$179,129
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
4,300
shares
|
$124,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
4,000
shares
|
$115,400
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,265
shares
|
$94,195
0.0% of portfolio
|
Q3 2025
Reduced 31.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,445
shares
|
$70,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,324
shares
|
$67,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,962
shares
|
$56,603
0.0% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,950
shares
|
$56,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,928
shares
|
$55,622
0.0% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,880
shares
|
$54,238
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,485
shares
|
$42,842
0.0% of portfolio
|
Q3 2025
Added 157.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,231
shares
|
$35,514
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,040
shares
|
$30,004
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
980
shares
|
$28,273
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
914
shares
|
$26,368
0.0% of portfolio
|
Q3 2025
Reduced 46.61%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
785
shares
|
$22,647
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
508
shares
|
$14,655
0.0% of portfolio
|
Q3 2025
Reduced 10.25%
|
|