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 164 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
67,456
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
66,383
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
64,947
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,863
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 66.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
57,539
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,505
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
56,292
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
54,178
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
50,796
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
48,200
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Added 13.15%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
45,400
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
44,353
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 234.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,099
shares
|
$988,031
0.0% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Teton Advisors, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
37,000
shares
|
$934,990
0.6% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
36,921
shares
|
$932,993
0.0% of portfolio
|
Q1 2025
Reduced 89.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
36,632
shares
|
$925,690
0.0% of portfolio
|
Q1 2025
Added 130.23%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
36,331
shares
|
$918,084
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
36,020
shares
|
$910,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
35,133
shares
|
$887,810
0.0% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
35,044
shares
|
$885,561
0.13% of portfolio
|
Q1 2025
Reduced 31.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
34,041
shares
|
$860,216
0.0% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,923
shares
|
$857,234
0.0% of portfolio
|
Q1 2025
Added 169.06%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
32,386
shares
|
$818,394
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,976
shares
|
$808,033
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
31,472
shares
|
$795,297
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|