Information Services III Institutional Ownership

NASDAQ III

$5.53 +0.10 (+1.84%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

140 Institutions

Increased 77 55.0%

Unchanged 27 19.3%

Reduced 36 25.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

67.65%

▲+1.07 pp QoQ

Shares Held by Institutions

32.51Mn

of 48.06Mn outstanding

▲+4.87% QoQ

Shares Outstanding

48.06Mn

15.55Mn held outside 13F filers

Institutional Investors

140

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+1.51Mn

accumulated since last quarter

Value of Holdings

$176.54Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Information Services Group Inc. (NASDAQ:III) is held by 140 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 67.6% of outstanding shares in June 2026, up from 66.6% in March 2026.
They increased total shares held in III by 4.87% quarter over quarter, and investors in Information Services increased 28.44% from a year ago.
Of these 140 holders, 77 added to their stakes in Information Services, 36 trimmed positions, and 27 made no changes.
Combined, these investors held 32.51Mn shares in III for June 2026, up by 1.51Mn shares quarter on quarter, and up 2.53Mn shares year over year.
As of June 30, 2026, Private Capital Management, LLC held the largest stake in Information Services with 4.87Mn shares, accounting for 10.14% of total shares outstanding.
The biggest buyers of Information Services for the quarter ending June 2026 included ESSEX INVESTMENT MANAGEMENT CO LLC (424.94K), BlackRock, Inc. (330.98K), Private Capital Management, LLC (202.66K), EQUITABLE TRUST CO (154.83K), Hillsdale Investment Management Inc. (139.1K).
Leading sellers of Information Services shares for the quarter ending June 2026 were Qube Research & Technologies Ltd (215.21K), VANGUARD CAPITAL MANAGEMENT LLC (146.14K), LPL Financial LLC (125.07K), Integrated Quantitative Investments LLC (110.06K), BROWN BROTHERS HARRIMAN & CO (100.0K).
Per Business Quant data, the top 10 holders of Information Services for the quarter ending June 2026 are Private Capital Management, LLC (4.87Mn), Cerity Partners LLC (4.65Mn), BlackRock, Inc. (3.1Mn), RENAISSANCE TECHNOLOGIES LLC (1.86Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.65Mn), DIMENSIONAL FUND ADVISORS LP (1.6Mn), Hillsdale Investment Management Inc. (984.3K), GEODE CAPITAL MANAGEMENT, LLC (947.28K), CRAWFORD INVESTMENT COUNSEL INC (904.45K), Crestwood Advisors Group, LLC (819.09K).

Form 13F Holdings

140 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.51Mn

Of outstanding 67.65%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Private Capital Management, LLC	0001588456	4,874,068	10.14%	▲202,660	+4.34%	$20.03Mn
2	Cerity Partners LLC	0001566475	4,647,020	9.67%	▼4,479	-0.10%	$19.10Mn
3	BlackRock, Inc.	0002012383	3,103,567	6.46%	▲330,985	+11.94%	$12.76Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,863,237	3.88%	▼25,715	-1.36%	$7.66Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,646,419	3.43%	▼146,137	-8.15%	$6.77Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	1,600,317	3.33%	▲59,281	+3.85%	$6.58Mn
7	Hillsdale Investment Management Inc.	0001368465	984,303	2.05%	▲139,100	+16.46%	$4.05Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	947,276	1.97%	▲52,791	+5.90%	$3.89Mn
9	CRAWFORD INVESTMENT COUNSEL INC	0000837592	904,453	1.88%	▼14,690	-1.60%	$3.72Mn
10	Crestwood Advisors Group, LLC	0001426853	819,090	1.70%	0	0.00%	$3.37Mn
11	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	808,345	1.68%	▲424,945	+110.84%	$3.32Mn
12	State Street Corp	0000093751	753,905	1.57%	▼8,215	-1.08%	$3.10Mn
13	Morgan Stanley	0000895421	684,178	1.42%	▼6,364	-0.92%	$2.81Mn
14	BLAIR WILLIAM & CO/IL	0000902367	681,663	1.42%	▼81,974	-10.73%	$2.80Mn
15	Bank of New York Mellon Corp	0001390777	515,382	1.07%	▲29,669	+6.11%	$2.12Mn
16	JB CAPITAL PARTNERS LP	0001138532	487,641	1.01%	0	0.00%	$2.00Mn
17	Goldman Sachs Group Inc	0000886982	441,033	0.92%	▲102,531	+30.29%	$1.81Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	388,980	0.81%	▲85,384	+28.12%	$1.60Mn
19	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	339,256	0.71%	▼40,242	-10.60%	$1.39Mn
20	Prudential Financial Inc	0001137774	296,254	0.62%	▲42,299	+16.66%	$1.22Mn

Showing 1 to 20 of 140 holders