i3 Verticals, Inc. — Institutional Ownership

Which tracked institutions hold IIIV, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

19
Funds holding
$83611246
Total value held
Selling
9 added/new · 10 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $39710376 1775956 -34999 -1.93%
2 State Street Corp $15509097 693609 -13735 -1.94%
3 Raymond James Financial Inc $11377599 498250 -16145 -3.14%
4 Northern Trust Corp $5405821 241763 -2707 -1.11%
5 Goldman Sachs Group Inc $2777536 124219 +70439 +130.98%
6 Bank Of America Corp /De/ $2191124 97993 -8835 -8.27%
7 Bank Of New York Mellon Corp $1723093 77061 -6459 -7.73%
8 Morgan Stanley $1697113 75899 -41993 -35.62%
9 Wells Fargo & Company/Mn $1153248 45782 +8225 +21.90%
10 Invesco Ltd. $796709 31628 +409 +1.31%
11 Sei Investments Co $333132 14902 NEW BUY
12 Franklin Resources Inc $216378 9677 -6736 -41.04%
13 Janus Henderson Group Plc $215136 9615 NEW BUY
14 Citigroup Inc $206835 8211 -1420 -14.74%
15 Barclays Plc $163362 7306 NEW BUY
16 Pnc Financial Services Group, Inc. $100956 4515 -806 -15.15%
17 Fifth Third Bancorp $28300 1266 NEW BUY
18 Royal Bank Of Canada $4000 215 NEW BUY
19 Us Bancorp \De\ $1431 64 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.