Institutional Ownership
Geneva Capital Management is the biggest individual institutional holder of i3 Verticals Inc (IIIV), owning a total of 1.9 million shares. Combined, the top 28 institutional holders of IIIV own 83.24% of the company with a total of 19.4 million shares.
In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of IIIV by 557 thousand shares. 10 institutions bought 871,100 total additional shares and increased their ownership by an average of 26.50%. However 8 institutions sold 313,874 total shares and decreased their ownership by an average of 5.35%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of i3 Verticals increased by a net total of 557,226 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Geneva Capital Management | 8.110% | 0.293% | 1,887,826 | 5,519 | 2023-12-31 |
BlackRock Inc | 7.605% | 11.672% | 1,770,416 | 185,049 | 2023-12-31 |
Vanguard Group Inc | 5.564% | 2.595% | 1,295,340 | 32,761 | 2023-12-31 |
Crosslink Capital Inc | 5.539% | -1.077% | 1,289,426 | -14,043 | 2023-12-31 |
Ranger Investment Management LP | 4.502% | 2.611% | 1,047,985 | 26,670 | 2023-12-31 |
Millennium Management LLC | 4.272% | 28.558% | 994,364 | 220,889 | 2023-12-31 |
Hood River Capital Management LLC | 3.361% | 2.109% | 782,355 | 16,159 | 2023-12-31 |
Voss Capital LLC | 3.286% | -18.364% | 765,000 | -172,083 | 2023-12-31 |
Royal Bank of Canada | 2.812% | 23.232% | 654,539 | 123,395 | 2023-12-31 |
Ameriprise Financial Inc | 2.489% | -6.856% | 579,302 | -42,638 | 2023-12-31 |
Heartland Advisors Inc | 2.323% | 0.640% | 540,750 | 3,440 | 2023-12-31 |
Geode Capital Management, LLC | 2.138% | 5.947% | 497,692 | 27,935 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 2.041% | -1.891% | 475,173 | -9,156 | 2023-12-31 |
State Street Corporation | 2.032% | -13.007% | 473,131 | -70,742 | 2023-12-31 |
BMO Capital Markets Corp. | 1.723% | -0.028% | 401,084 | -111 | 2023-12-31 |
Bank of Montreal | 1.723% | -0.028% | 401,084 | -111 | 2023-12-31 |
Goldman Sachs Group Inc | 1.511% | 187.376% | 351,648 | 229,283 | 2023-12-31 |
Nicholas Company Inc | 1.432% | 0.000% | 333,325 | 0 | 2023-12-31 |
Assenagon Asset Management SA | 1.383% | 0.000% | 322,011 | 0 | 2023-12-31 |
Scout Investment Advisors Inc | 1.367% | -1.544% | 318,293 | -4,990 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Geneva Capital Management | 8.110% | 0.293% | 1,887,826 | 5,519 | 2023-12-31 |
BlackRock Inc | 7.605% | 11.672% | 1,770,416 | 185,049 | 2023-12-31 |
T. Rowe Price Associates, Inc. | 6.630% | -1.393% | 1,523,938 | -21,525 | 2022-06-30 |
Vanguard Group Inc | 5.564% | 2.595% | 1,295,340 | 32,761 | 2023-12-31 |
Crosslink Capital Inc | 5.539% | -1.077% | 1,289,426 | -14,043 | 2023-12-31 |
Ranger Investment Management LP | 4.502% | 2.611% | 1,047,985 | 26,670 | 2023-12-31 |
Millennium Management LLC | 4.272% | 28.558% | 994,364 | 220,889 | 2023-12-31 |
Hood River Capital Management LLC | 3.361% | 2.109% | 782,355 | 16,159 | 2023-12-31 |
Voss Capital LLC | 3.286% | -18.364% | 765,000 | -172,083 | 2023-12-31 |
Royal Bank of Canada | 2.812% | 23.232% | 654,539 | 123,395 | 2023-12-31 |
Ameriprise Financial Inc | 2.489% | -6.856% | 579,302 | -42,638 | 2023-12-31 |
Heartland Advisors Inc | 2.323% | 0.640% | 540,750 | 3,440 | 2023-12-31 |
ING Investment Management LLC | 2.247% | 0.543% | 523,046 | 2,827 | 2023-09-30 |
Geode Capital Management, LLC | 2.138% | 5.947% | 497,692 | 27,935 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 2.041% | -1.891% | 475,173 | -9,156 | 2023-12-31 |
State Street Corporation | 2.032% | -13.007% | 473,131 | -70,742 | 2023-12-31 |
BMO Capital Markets Corp. | 1.723% | -0.028% | 401,084 | -111 | 2023-12-31 |
Bank of Montreal | 1.723% | -0.028% | 401,084 | -111 | 2023-12-31 |
Wasatch Advisors Inc. | 1.635% | -0.309% | 377,746 | -1,170 | 2022-09-30 |
Wellington Management Company LLP | 1.594% | -64.182% | 370,464 | -663,837 | 2023-06-30 |
Portolan Capital Management, LLC | 1.578% | -36.998% | 367,383 | -215,744 | 2023-09-30 |
Goldman Sachs Group Inc | 1.511% | 187.376% | 351,648 | 229,283 | 2023-12-31 |
Covenant Partners, LLC | 1.477% | 0.000% | 343,888 | 0 | 2023-09-30 |
Driehaus Capital Management LLC | 1.458% | -2.472% | 338,224 | -8,571 | 2023-03-31 |
Nicholas Company Inc | 1.432% | 0.000% | 333,325 | 0 | 2023-12-31 |
Acadian Asset Management LLC | 1.405% | 0.000% | 326,719 | 326,719 | 2023-06-30 |
Assenagon Asset Management SA | 1.383% | 0.000% | 322,011 | 0 | 2023-12-31 |
Scout Investment Advisors Inc | 1.367% | -1.544% | 318,293 | -4,990 | 2023-12-31 |
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