Free Trial
→ Buffett’s favorite chart just hit 209% – here’s what that means for gold (From Golden Portfolio) (Ad) Buy IIIV Stock  Free IIIV Stock Alerts

i3 Verticals (IIIV) Institutional Ownership

i3 Verticals logo
$25.14 +0.02 (+0.08%)
As of 12:37 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for i3 Verticals (NASDAQ:IIIV)

Current
Institutional Ownership
Percentage
84.22%
Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$151.96M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$82.69M
Get IIIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling i3 Verticals stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Gilliland Jeter Wealth Management LLC8,400$207K0.1%N/A0.025%
4/29/2025 Envestnet Asset Management Inc.93,430$2.31M0.0%+9.7%0.282%
4/29/2025 Bank of New York Mellon Corp88,296$2.18M0.0%-1.0%0.267%
4/28/2025 D.A. Davidson & CO.9,400$232K0.0%N/A0.028%
4/28/2025 Principal Financial Group Inc.50,796$1.25M0.0%N/A0.154%
4/24/2025 Mirae Asset Global Investments Co. Ltd.2,048$51K0.0%+2,744.4%0.006%
4/15/2025 Assenagon Asset Management S.A.15,019$371K0.0%-54.4%0.045%
4/14/2025 Harbor Capital Advisors Inc.272,044$6.71M0.3%N/A0.823%
4/9/2025 NBC Securities Inc.1,126$27K0.0%+112,500.0%0.003%
4/8/2025 Rhumbline Advisers36,331$896K0.0%+2.2%0.110%
4/4/2025 Kings Path Partners LLC29,925$738K0.4%-38.6%0.090%
4/1/2025 Cullen Investment Group LTD.35,044$865K0.1%-31.3%0.106%
4/1/2025 Confluence Investment Management LLC278,147$6.86M0.1%-4.9%0.841%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,298$1.34M0.0%+11.5%0.174%
2/17/2025Squarepoint Ops LLC12,774$294K0.0%N/A0.038%
2/17/2025Two Sigma Investments LP52,296$1.21M0.0%+111.9%0.156%
2/17/2025State of Wyoming10,987$253K0.0%-74.4%0.033%
2/17/2025Millennium Management LLC56,473$1.30M0.0%-90.6%0.168%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,605$705K0.0%+4.1%0.091%
2/17/2025Forager Capital Management LLC765,000$17.63M7.4%N/A2.281%
2/17/2025D. E. Shaw & Co. Inc.19,140$441K0.0%-45.9%0.057%
2/17/2025Deutsche Bank AG23,665$545K0.0%+42.5%0.071%
2/17/2025Covenant Partners LLC60,869$1.40M0.4%-37.2%0.181%
2/17/2025Cresset Asset Management LLC11,373$262K0.0%-15.5%0.034%
2/17/2025Bastion Asset Management Inc.54,021$1.24M0.8%N/A0.161%
2/17/2025Bank of America Corp DE37,093$855K0.0%+30.8%0.111%
2/17/2025Ameriprise Financial Inc.345,507$7.96M0.0%-24.5%1.030%
2/17/2025AYAL Capital Advisors Ltd259,844$5.99M1.6%-30.1%0.775%
2/17/2025AlTi Global Inc.8,750$202K0.0%N/A0.026%
2/17/2025272 Capital LP11,000$253K0.2%-95.7%0.033%
2/14/2025Jane Street Group LLC32,765$755K0.0%+27.9%0.098%
2/14/2025Northern Trust Corp220,597$5.08M0.0%+9.7%0.658%
2/14/2025Aquatic Capital Management LLC15,006$346K0.0%N/A0.045%
2/14/2025Oxford Asset Management LLP11,098$256K0.1%N/A0.033%
2/14/2025Johnson Financial Group Inc.2,912$72K0.0%N/A0.009%
2/14/2025North Reef Capital Management LP46,069$1.06M0.0%-4.7%0.137%
2/14/2025Nebula Research & Development LLC12,742$294K0.0%-46.1%0.038%
2/14/2025Hood River Capital Management LLC743,705$17.14M0.3%-44.6%2.217%
2/14/2025Price T Rowe Associates Inc. MD9,092$210K0.0%N/A0.027%
2/14/2025Dark Forest Capital Management LP13,265$306K0.0%N/A0.040%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/14/2025Continental Advisors LLC32,969$760K0.3%+41.7%0.098%
2/14/2025Tower Research Capital LLC TRC 4,296$99K0.0%-46.6%0.013%
2/14/2025Voss Capital LP110,000$2.53M0.2%-85.9%0.328%
2/14/2025Mcmorgan & Co. LLC133,824$3.08M0.5%+28.3%0.399%
2/14/2025MetLife Investment Management LLC15,629$360K0.0%+16.0%0.047%
2/14/2025Dimensional Fund Advisors LP498,923$11.50M0.0%+2.3%1.488%
2/14/2025Cramer Rosenthal Mcglynn LLC276,530$6.37M0.4%+32.3%0.824%
2/13/2025Marshall Wace LLP175,296$4.04M0.0%+20.0%0.523%
2/13/2025Gamco Investors INC. ET AL92,516$2.13M0.0%+0.5%0.276%
2/13/2025Gabelli Funds LLC37,000$852K0.0%-19.6%0.110%
2/13/2025Portolan Capital Management LLC676,135$15.58M1.0%+3.5%2.016%
2/13/2025XTX Topco Ltd15,317$353K0.0%N/A0.046%
2/13/2025Barclays PLC39,833$917K0.0%-2.9%0.119%
2/13/2025Kennedy Capital Management LLC130,840$3.02M0.1%-2.4%0.390%
2/13/2025Ranger Investment Management L.P.1,153,935$26.59M1.7%-1.7%3.440%
2/13/2025Renaissance Technologies LLC29,700$684K0.0%-50.7%0.089%
2/13/2025Legal & General Group Plc34,182$788K0.0%-14.3%0.102%
2/13/2025Invesco Ltd.25,292$583K0.0%+2.6%0.075%
2/13/2025Bank of Montreal Can401,162$9.24M0.0%+0.1%1.196%
2/13/2025Federated Hermes Inc.75,603$1.74M0.0%+44.8%0.225%
2/13/2025Russell Investments Group Ltd.305,344$7.04M0.0%-13.8%0.910%
2/13/2025 Envestnet Asset Management Inc.85,153$1.96M0.0%+6.1%0.254%
2/13/2025Dynamic Technology Lab Private Ltd14,924$344K0.1%N/A0.044%
2/13/2025Wells Fargo & Company MN15,911$367K0.0%+38.5%0.047%
2/13/2025Integrated Quantitative Investments LLC16,871$389K0.2%N/A0.050%
2/12/2025Pitcairn Co.17,183$396K0.0%+4.0%0.051%
2/12/2025ExodusPoint Capital Management LP38,374$884K0.0%N/A0.114%
2/12/2025Long Path Partners LP979,777$22.57M7.3%+5.0%2.921%
2/12/2025Geode Capital Management LLC538,057$12.40M0.0%+0.6%1.604%
2/12/2025AltraVue Capital LLC911,146$20.99M1.7%N/A2.717%
2/12/2025Alliancebernstein L.P.16,631$383K0.0%+25.3%0.050%
2/12/2025CIBC Private Wealth Group LLC5,260$126K0.0%+52.4%0.016%
2/12/2025Arrowstreet Capital Limited Partnership36,111$832K0.0%N/A0.108%
2/12/2025Rock Creek Group LP9,979$230K0.0%-33.5%0.030%
2/12/2025Heartland Advisors Inc.811,550$18.70M1.0%-0.1%2.420%
2/12/2025JPMorgan Chase & Co.15,877$366K0.0%+61.3%0.047%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.7,130$168K0.0%+26.4%0.021%
2/11/2025Corebridge Financial Inc.11,473$264K0.0%-5.1%0.034%
2/11/2025Vanguard Group Inc.1,325,690$30.54M0.0%+1.5%3.953%
2/11/2025KLP Kapitalforvaltning AS4,300$99K0.0%N/A0.013%
2/11/2025Sei Investments Co.14,294$329K0.0%+5.7%0.043%
2/11/2025American Century Companies Inc.27,052$623K0.0%+79.3%0.081%
2/10/2025Royce & Associates LP541,350$12.47M0.1%+10.7%1.614%
2/10/2025Swiss National Bank46,700$1.08M0.0%+2.0%0.139%
2/10/2025Avantax Advisory Services Inc.16,105$371K0.0%-6.8%0.048%
2/10/2025EverSource Wealth Advisors LLC184,111$4.24M0.3%-4.9%0.549%
2/7/2025AlphaQuest LLC6,887$159K0.0%+688,600.0%0.021%
2/6/2025Geneva Capital Management LLC1,785,160$41.13M0.7%-1.1%5.322%
2/6/2025Raymond James Financial Inc.577,832$13.31M0.0%N/A1.723%
2/6/2025Victory Capital Management Inc.72,652$1.67M0.0%+49.8%0.217%
How to invest in Elon Musk’s Optimus before its launch (Ad)

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

Get all the information here.
2/6/2025Charles Schwab Investment Management Inc.66,350$1.53M0.0%+2.2%0.198%
1/31/2025New York State Common Retirement Fund175,833$4.05M0.0%+1,855.9%0.524%
1/29/2025Legato Capital Management LLC183,724$4.23M0.6%N/A0.548%
1/29/2025Equitable Trust Co.32,386$746K0.0%N/A0.097%
1/17/2025 SG Americas Securities LLC8,646$199K0.0%+62.4%0.026%
1/14/2025Argent Capital Management LLC22,418$517K0.0%+38.6%0.067%
1/14/2025 Assenagon Asset Management S.A.32,970$760K0.0%-90.9%0.098%
1/13/2025 Cullen Investment Group LTD.51,045$1.18M0.2%-8.4%0.152%
1/2/2025 Confluence Investment Management LLC292,629$6.74M0.1%-2.4%0.872%
11/25/2024Sanctuary Advisors LLC11,660$276K0.0%-7.6%0.035%
(Data available from 1/1/2016 forward)

IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?

During the previous two years, 158 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were Scissortail Wealth Management LLC ($3.37B), Geneva Capital Management LLC ($41.13M), Vanguard Group Inc. ($30.54M), Crosslink Capital Inc. ($27.30M), Ranger Investment Management L.P. ($26.59M), Long Path Partners LP ($22.57M), and AltraVue Capital LLC ($20.99M).Learn more on IIIV's institutional investors.

What percentage of i3 Verticals stock is owned by institutional investors?

84.22% of i3 Verticals stock is owned by institutional investors. Learn more on IIIV's institutional investor holdings.

Which institutional investors have been buying i3 Verticals stock?

Of the 127 institutional investors that purchased i3 Verticals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Long Path Partners LP ($979.78K), Voss Capital LLC ($937.08K), AltraVue Capital LLC ($911.15K), Forager Capital Management LLC ($765K), Raymond James Financial Inc. ($577.83K), TimesSquare Capital Management LLC ($533.68K), and Hood River Capital Management LLC ($501.89K).

How much institutional buying is happening at i3 Verticals?

Institutional investors have bought a total of 10,573,544 shares in the last 24 months. This purchase volume represents approximately $239.84M in transactions.

Which i3 Verticals major shareholders have been selling company stock?

Of the 69 institutional investors that sold i3 Verticals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voss Capital LP ($670.43K), Hood River Capital Management LLC ($599.62K), Millennium Management LLC ($556.72K), Assenagon Asset Management S.A. ($414.05K), 272 Capital LP ($411.36K), EverSource Wealth Advisors LLC ($312.16K), and Wellington Management Group LLP ($284.34K).

How much institutional selling is happening at i3 Verticals?

Institutional investors have sold a total of 5,962,534 shares in the last 24 months. This volume of shares sold represents approximately $134.85M in transactions.


Related Companies

This page (NASDAQ:IIIV) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
This Is How Empires Fall
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
This isn’t a trade war. It’s worse…
Investigative Journalist Bombhsell: The Curse on the U.S Dollar Depleted retirement accounts? Meme coin inv...
Stansberry Research | Sponsored