i3 Verticals (IIIV) Institutional Ownership

$15.10 -0.05 (-0.33%)

Closing price 09/23/2026 04:00 PM Eastern

Extended Trading

$15.10 0.00 (0.00%)

As of 09/23/2026 07:30 PM Eastern

Compare

Current Institutional Ownership Percentage: 84.22%
Number of Institutional Buyers (last 12 months): 83
Total Institutional Inflows (last 12 months): $122.58M

Number of Institutional Sellers (last 12 months): 54
Total Institutional Outflows (last 12 months): $136.44M

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.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Engineers Gate Manager LP	24,763	$529K	0.0%	N/A	0.094%
9/9/2026	Integrated Wealth Concepts LLC	1,891	$40K	0.0%	N/A	0.007%
9/9/2026	Squarepoint Ops LLC	25,100	$536K	0.0%	N/A	0.095%
8/27/2026	Corient Private Wealth LP	12,277	$262K	0.0%	N/A	0.047%
8/19/2026	Wellington Management Group LLP	224,612	$4.80M	0.0%	N/A	0.853%
8/6/2026	Bank of New York Mellon Corp	79,243	$1.69M	0.0%	N/A	0.284%
7/10/2026	Wasatch Advisors LP	377,435	$8.06M	0.1%	+7.3%	1.351%
7/1/2026	Confluence Investment Management LLC	230,530	$4.92M	0.1%	+91.6%	0.825%
6/16/2026	Empowered Funds LLC	12,556	$281K	0.0%	+10.6%	0.045%
5/21/2026	Argent Capital Management LLC	33,386	$747K	0.0%	+55.5%	0.120%
Get the Latest News and Ratings for IIIV and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for i3 Verticals and its competitors with MarketBeat's FREE daily newsletter.
5/19/2026	Bank of America Corp DE	97,993	$2.19M	0.0%	-8.3%	0.351%
5/18/2026	EverSource Wealth Advisors LLC	47,626	$1.07M	0.0%	+37.9%	0.171%
5/18/2026	Ranger Investment Management L.P.	925,888	$20.70M	1.5%	-0.5%	3.315%
5/18/2026	Empowered Funds LLC	12,556	$281K	0.0%	+10.6%	0.045%
5/16/2026	Quantinno Capital Management LP	29,884	$668K	0.0%	+66.0%	0.107%
5/15/2026	North Reef Capital Management LP	1,025,000	$22.92M	0.8%	+1,253.8%	3.363%
5/15/2026	Punch & Associates Investment Management Inc.	1,032,606	$23.09M	1.3%	+32.8%	3.388%
5/14/2026	Gamco Investors INC. ET AL	77,341	$1.73M	0.0%	+10.2%	0.254%
5/14/2026	State of Wyoming	3,128	$70K	0.0%	N/A	0.010%
5/13/2026	Cetera Investment Advisers	26,636	$596K	0.0%	+2.4%	0.087%
5/8/2026	PNC Financial Services Group Inc.	4,515	$101K	0.0%	-15.1%	0.015%
5/7/2026	Dimensional Fund Advisors LP	616,851	$13.79M	0.0%	+12.5%	2.024%
5/7/2026	Heartland Advisors Inc.	606,950	$13.57M	0.7%	+11.1%	1.991%
5/6/2026	Jennison Associates LLC	870,051	$19.45M	0.0%	-20.5%	2.854%
5/5/2026	Mcmorgan & Co. LLC	12,271	$274K	0.0%	-25.1%	0.040%
5/5/2026	D.A. Davidson & CO.	8,950	$200K	0.0%	-24.2%	0.029%
5/5/2026	Bank of New York Mellon Corp	77,061	$1.72M	0.0%	-7.7%	0.253%
5/1/2026	Fifth Third Bancorp	1,266	$28K	0.0%	N/A	0.004%
5/1/2026	Kornitzer Capital Management Inc. KS	46,826	$1.05M	0.0%	-3.3%	0.154%
4/21/2026	Wasatch Advisors LP	351,804	$7.87M	0.1%	+44.8%	1.154%
4/16/2026	SG Americas Securities LLC	4,852	$108K	0.0%	-70.0%	0.016%
3/3/2026	Caitong International Asset Management Co. Ltd	1,371	$35K	0.0%	+1,299.0%	0.004%
2/19/2026	T. Rowe Price Investment Management Inc.	3,144,580	$79.21M	0.0%	-0.3%	10.317%
2/18/2026	Mercer Global Advisors Inc. ADV	10,277	$259K	0.0%	+12.0%	0.034%
2/18/2026	Vident Advisory LLC	25,240	$636K	0.0%	+2.4%	0.083%
2/18/2026	Empowered Funds LLC	11,348	$286K	0.0%	+28.3%	0.037%
2/18/2026	XTX Topco Ltd	49,030	$1.24M	0.0%	N/A	0.161%
2/18/2026	VARCOV Co.	28,627	$721K	0.3%	N/A	0.094%
2/18/2026	Gotham Asset Management LLC	13,688	$345K	0.0%	-24.2%	0.045%
2/17/2026	Cetera Investment Advisers	26,023	$656K	0.0%	-16.6%	0.085%
CODE RED: AI Meltdown Imminent? (Ad) After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under. See the five simple steps to prepare before it's too late
2/17/2026	ArrowMark Colorado Holdings LLC	237,965	$5.99M	0.1%	-6.6%	0.781%
2/17/2026	North Reef Capital Management LP	75,711	$1.91M	0.1%	N/A	0.248%
2/17/2026	Price T Rowe Associates Inc. MD	13,150	$332K	0.0%	+8.7%	0.043%
2/17/2026	T. Rowe Price Investment Management Inc.	512,862	$12.92M	0.0%	-83.7%	1.683%
2/17/2026	Russell Investments Group Ltd.	306,983	$7.73M	0.0%	+4.3%	1.007%
2/17/2026	&PARTNERS	11,996	$297K	0.0%	+44.4%	0.039%
2/17/2026	Royal Bank of Canada	1,343	$34K	0.0%	-93.5%	0.004%
2/16/2026	Squarepoint Ops LLC	13,191	$332K	0.0%	N/A	0.043%
2/16/2026	Verition Fund Management LLC	11,400	$287K	0.0%	-57.4%	0.037%
2/16/2026	Mariner LLC	43,711	$1.10M	0.0%	-21.7%	0.143%
2/16/2026	Kennedy Capital Management LLC	136,400	$3.44M	0.1%	-0.6%	0.448%
2/16/2026	Barclays PLC	36,655	$923K	0.0%	+12.8%	0.120%
2/13/2026	Stifel Financial Corp	65,885	$1.66M	0.0%	-18.0%	0.204%
2/13/2026	Charles Schwab Investment Management Inc.	181,949	$4.58M	0.0%	+0.7%	0.562%
2/13/2026	State Street Corp	707,344	$17.82M	0.0%	+4.3%	2.187%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	44,576	$1.12M	0.0%	+8.2%	0.138%
2/13/2026	Wells Fargo & Company MN	45,782	$1.15M	0.0%	+21.9%	0.142%
2/12/2026	Wasatch Advisors LP	242,887	$6.12M	0.0%	-19.4%	0.751%
2/12/2026	State Board of Administration of Florida Retirement System	49,712	$1.25M	0.0%	+228.1%	0.154%
2/12/2026	Dimensional Fund Advisors LP	548,278	$13.81M	0.0%	-3.1%	1.695%
2/12/2026	Geneva Capital Management LLC	1,682,481	$42.38M	0.8%	-10.6%	5.200%
2/12/2026	Loomis Sayles & Co. L P	268,245	$6.76M	0.0%	+0.5%	0.829%
2/12/2026	Nuveen LLC	159,555	$4.02M	0.0%	+10.9%	0.493%
2/11/2026	Mcmorgan & Co. LLC	16,381	$413K	0.1%	-85.0%	0.051%
2/11/2026	Empowered Funds LLC	11,348	$286K	0.0%	+28.3%	0.035%
2/11/2026	Heartland Advisors Inc.	546,550	$13.77M	0.7%	+0.2%	1.689%
2/11/2026	Deutsche Bank AG	21,198	$534K	0.0%	+4.7%	0.066%
2/11/2026	Franklin Resources Inc.	16,413	$413K	0.0%	-31.1%	0.051%
2/11/2026	AltraVue Capital LLC	1,163,866	$29.32M	2.4%	-0.4%	3.598%
2/10/2026	TD Asset Management Inc	68,100	$1.72M	0.0%	+2.7%	0.211%
2/10/2026	Coyle Financial Counsel LLC	13,462	$339K	0.1%	-19.3%	0.042%
2/9/2026	Geode Capital Management LLC	545,940	$13.75M	0.0%	-17.1%	1.687%
2/9/2026	Royce & Associates LP	504,732	$12.71M	0.1%	+7.5%	1.560%
2/9/2026	12th Street Asset Management Company LLC	595,109	$14.99M	2.5%	-2.4%	1.839%
2/9/2026	William Blair Investment Management LLC	386,385	$9.73M	0.0%	N/A	1.194%
2/6/2026	EverSource Wealth Advisors LLC	34,531	$870K	0.0%	+102.2%	0.107%
2/6/2026	Global Retirement Partners LLC	1,839	$46K	0.0%	+8,259.1%	0.006%
2/6/2026	PNC Financial Services Group Inc.	5,321	$134K	0.0%	-16.0%	0.016%
2/5/2026	Gamco Investors INC. ET AL	70,183	$1.77M	0.0%	-4.8%	0.217%
2/5/2026	Teton Advisors LLC	30,000	$756K	0.5%	-14.3%	0.093%
2/5/2026	Gabelli Funds LLC	20,000	$504K	0.0%	-11.1%	0.062%
2/5/2026	Thrivent Financial for Lutherans	728,505	$18.35M	0.0%	+11.2%	2.252%
2/3/2026	Mitsubishi UFJ Asset Management Co. Ltd.	8,613	$217K	0.0%	+21.2%	0.027%
2/2/2026	Benjamin Edwards Inc.	10,306	$260K	0.0%	-17.6%	0.032%
2/2/2026	Conestoga Capital Advisors LLC	72,902	$1.84M	0.0%	+4.8%	0.225%
2/2/2026	Oppenheimer Asset Management Inc.	91,484	$2.30M	0.0%	-10.1%	0.283%
1/30/2026	Jennison Associates LLC	1,093,762	$27.55M	0.0%	+16.5%	3.381%
1/29/2026	Comerica Bank	1,342	$34K	0.0%	-31.6%	0.004%
1/29/2026	D.A. Davidson & CO.	11,800	$297K	0.0%	+40.5%	0.036%
1/29/2026	UBS Group AG	369,135	$9.30M	0.0%	+91.3%	1.141%
I went to a party with Elon... (Ad) Josh Baylin, a former Bloomberg tech reporter and ex-SAC Capital analyst, has spent weeks building a paper trail pointing to a new Elon-linked AI device. The FCC recently granted a key approval tied to the project, adding another data point to Baylin's research. His full report, along with the name and ticker of the stock he's watching, is available free. Download Josh Baylin's free report and stock pick now
1/29/2026	Vanguard Group Inc.	1,831,573	$46.14M	0.0%	+0.1%	5.662%
1/29/2026	Concurrent Investment Advisors LLC	11,732	$296K	0.0%	N/A	0.036%
1/28/2026	Universal Beteiligungs und Servicegesellschaft mbH	12,302	$310K	0.0%	+20.3%	0.038%
1/26/2026	CWM LLC	1,393	$35K	0.0%	+221.7%	0.004%
1/23/2026	Tectonic Advisors LLC	96,985	$2.44M	0.1%	+9.2%	0.300%
1/20/2026	Harbor Capital Advisors Inc.	116,581	$2.94M	0.2%	-8.7%	0.360%
1/13/2026	Ferguson Wellman Capital Management Inc.	10,901	$275K	0.0%	+51.0%	0.034%
1/12/2026	Cullen Investment Group LTD.	24,656	$677K	0.1%	-8.1%	0.076%
1/9/2026	SG Americas Securities LLC	16,194	$408K	0.0%	+7.0%	0.050%
1/5/2026	Argent Capital Management LLC	21,468	$541K	0.0%	-6.5%	0.066%

IIIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 institutional investors and hedge funds held shares of i3 Verticals. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($79.21M), Vanguard Group Inc. ($46.14M), Geneva Capital Management LLC ($42.38M), AltraVue Capital LLC ($29.32M), Long Path Partners LP ($28.58M), Portolan Capital Management LLC ($24.27M), and Punch & Associates Investment Management Inc. ($23.09M).Learn more on i3 Verticals' institutional investors.

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

Of the 147 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: North Reef Capital Management LP ($1.03M), AltraVue Capital LLC ($934.83K), Forager Capital Management LLC ($765K), Punch & Associates Investment Management Inc. ($720.19K), Raymond James Financial Inc. ($599.40K), Thrivent Financial for Lutherans ($582.40K), and TimesSquare Capital Management LLC ($533.68K).

Institutional investors have bought a total of 4,676,903 shares in the last 24 months. This purchase volume represents approximately $122.58M in transactions.

Of the 54 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: T. Rowe Price Investment Management Inc. ($2.65M), Harbor Capital Advisors Inc. ($338.16K), Jennison Associates LLC ($223.71K), Portolan Capital Management LLC ($213.96K), Geneva Capital Management LLC ($205.22K), Ranger Investment Management L.P. ($194.68K), and Confluence Investment Management LLC ($170.59K).

Institutional investors have sold a total of 5,025,631 shares in the last 24 months. This volume of shares sold represents approximately $136.44M in transactions.

Related Companies

Institutional ownership data for NASDAQ:IIIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

i3 Verticals (IIIV) Institutional Ownership

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

i3 Verticals (IIIV) Institutional Ownership

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

IIIV Institutional Buying and Selling by Quarter

i3 Verticals Major Shareholders & Ownership History

IIIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIIV shares?

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

Which institutional investors have been buying i3 Verticals' stock?

How much institutional buying is happening at i3 Verticals?

Which of i3 Verticals' major shareholders have been selling company stock?

How much institutional selling is happening at i3 Verticals?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools