Information Services Group Inc. (III) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

50,933,333Shares Outstanding

1,624,187Shares held by institutions

$7,455,018Value of institutional holdings

63.21%Institutional ownership %

3.90%Shares Changed QoQ

131No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 131 institutions have reported a stake in Information Services Group Inc. (NASDAQ:III) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Information Services owned by institutions changed from 62.8% in September 2025 to 63.2% in December 2025, marking a slight up trend.
On a quarter-over-quarter basis, institutional holdings shifted by 3.90%, with a year-over-year an increase of 33.67% in the count of filers.
Among the 131 institutional holders of Information Services, 72 added to their stakes while 37 trimmed their positions and 22 held steady.
Collectively, institutional investors increased their stake in Information Services to 32.19Mn shares as of December 2025, a change that is up by 1.21Mn shares quarter on quarter and up 3.15Mn shares year over year.
Private Capital Management, LLC's holding of 4.78Mn shares as of December 31, 2025 makes it the primary institutional investor in Information Services, owning 9.38% of the stock.
Among the most significant buyers of Information Services during December 2025 were ESSEX INVESTMENT MANAGEMENT CO LLC (376.65K), Hillsdale Investment Management Inc. (326.38K), Potomac Capital Management, Inc. (291.80K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (262.51K), RITHOLTZ WEALTH MANAGEMENT (219.72K).
Leading sellers of Information Services stock in December 2025 included Private Capital Management, LLC (852.76K), Cerity Partners LLC (492.96K), ROYAL BANK OF CANADA (172.47K), Nuveen, LLC (79.62K), BLAIR WILLIAM & CO/IL (62.42K).
The top 10 institutional holders of Information Services for the quarter ending December 2025 included Private Capital Management, LLC (4.78Mn), Cerity Partners LLC (4.53Mn), BlackRock, Inc. (2.91Mn), VANGUARD GROUP INC (2.22Mn), RENAISSANCE TECHNOLOGIES LLC (1.55Mn), DIMENSIONAL FUND ADVISORS LP (1.53Mn), CRAWFORD INVESTMENT COUNSEL INC (904.14K), GEODE CAPITAL MANAGEMENT, LLC (831.90K), Crestwood Advisors Group, LLC (819.09K), Hillsdale Investment Management Inc. (806.70K).

131 Institutional Holders

1,624,187 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Private Capital Management, LLC	31 Dec, 2025	4,777,596	-852,761	-15.15%	$27,614,504.00
Cerity Partners LLC	31 Dec, 2025	4,530,797	-492,957	-9.81%	$26,188,005.00
BlackRock, Inc.	31 Dec, 2025	2,908,545	43,724	1.53%	$16,811,388.00
VANGUARD GROUP INC	31 Dec, 2025	2,223,602	-4,030	-0.18%	$12,852,420.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	1,549,609	2,985	0.19%	$8,956,740.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,532,910	9,678	0.64%	$8,860,052.00
CRAWFORD INVESTMENT COUNSEL INC	31 Dec, 2025	904,143	38,516	4.45%	$5,225,947.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	831,896	-8,106	-0.96%	$4,809,678.00
Crestwood Advisors Group, LLC	31 Dec, 2025	819,090	-7,300	-0.88%	$4,734,340.00
Hillsdale Investment Management Inc.	31 Dec, 2025	806,703	326,385	67.95%	$4,662,743.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	779,777	-62,422	-7.41%	$4,507,110.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	771,444	262,509	51.58%	$4,458,946.00
STATE STREET CORP	31 Dec, 2025	739,450	20,843	2.90%	$4,274,021.00
MORGAN STANLEY	31 Dec, 2025	622,274	16,358	2.70%	$3,596,753.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	539,232	219,723	68.77%	$3,116,764.00
Bank of New York Mellon Corp	31 Dec, 2025	494,153	157,830	46.93%	$2,856,202.00
JB CAPITAL PARTNERS LP	31 Dec, 2025	487,641	0	0.00%	$2,818,565.00
LSV ASSET MANAGEMENT	31 Dec, 2025	472,000	47,400	11.16%	$2,728.00
ESSEX INVESTMENT MANAGEMENT CO LLC	31 Dec, 2025	376,654	376,654	0.00%	$2,177,060.00
BROWN BROTHERS HARRIMAN & CO	31 Dec, 2025	366,444	0	0.00%	$2,118,046.00

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