Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in III held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Private Capital Management, LLC | 4.7M | $17.9M | -2.2% | 9.765% | 1.79% |
| 2 | Cerity Partners LLC | 4.7M | $17.9M | +2.7% | 9.723% | 0.03% |
| 3 | BlackRock, Inc. | 2.8M | $10.6M | -4.7% | 5.796% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1.9M | $7.3M | +21.9% | 3.949% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $6.9M | β | 3.747% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $5.9M | +0.5% | 3.221% | 0.00% |
| 7 | CRAWFORD INVESTMENT COUNSEL INC | 919K | $3.5M | +1.7% | 1.921% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 894K | $3.4M | +7.5% | 1.870% | 0.00% |
| 9 | Hillsdale Investment Management Inc. | 845K | $3.2M | +4.8% | 1.767% | 0.09% |
| 10 | Crestwood Advisors Group LLC | 819K | $3.1M | 0.0% | 1.712% | 0.05% |
| 11 | BLAIR WILLIAM & CO/IL | 764K | $2.9M | -2.1% | 1.596% | 0.01% |
| 12 | STATE STREET CORP | 762K | $2.9M | +3.1% | 1.593% | 0.00% |
| 13 | MORGAN STANLEY | 691K | $2.7M | +11.0% | 1.444% | 0.00% |
| 14 | JB CAPITAL PARTNERS LP | 488K | $1.9M | 0.0% | 1.019% | 0.32% |
| 15 | Bank of New York Mellon Corp | 486K | $1.9M | -1.7% | 1.015% | 0.00% |
| 16 | ESSEX INVESTMENT MANAGEMENT CO LLC | 383K | $1.5M | +1.8% | 0.801% | 0.23% |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 379K | $1.5M | -50.8% | 0.793% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 339K | $1.3M | +2.9% | 0.708% | 0.00% |
| 19 | Themes Management Co LLC | 310K | $1.2M | β | 0.649% | 0.74% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 304K | $1.2M | +235.3% | 0.635% | 0.00% |
| 21 | Potomac Capital Management, Inc. | 292K | $1.1M | 0.0% | 0.610% | 0.98% |
| 22 | NORTHERN TRUST CORP | 272K | $1.0M | +2.9% | 0.568% | 0.00% |
| 23 | PRUDENTIAL FINANCIAL INC | 254K | $975K | +51.3% | 0.531% | 0.00% |
| 24 | BROWN BROTHERS HARRIMAN & CO | 241K | $926K | -34.2% | 0.504% | 0.00% |
| 25 | RAYMOND JAMES FINANCIAL INC | 233K | $894K | -0.4% | 0.487% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in III β a direct measure of their conviction.
Filings activity in III during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new III position in Q1 2026
Institutions that fully closed their III position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 134 | 2.2% | 59.85% | 30.69 pp | $121M | 34% |
| Q4 2025 | 137 | +8.7% | 90.54% | +1.62 pp | $182M | +1.8% |
| Q3 2025 | 126 | +15% | 88.92% | +18.22 pp | $179M | +26% |
| Q2 2025 | 110 | +8.9% | 70.70% | +15.98 pp | $142M | +29% |
| Q1 2025 | 101 | +3.1% | 54.72% | +8.81 pp | $110M | +19% |
| Q4 2024 | 98 | +0.0% | 45.91% | +1.01 pp | $92M | +2.2% |
| Q3 2024 | 98 | +0.0% | 44.90% | +4.35 pp | $90M | +11% |
| Q2 2024 | 98 | β | 40.55% | β | $82M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying III stock.
Based on Q1 2026 13F filings, institutional ownership of Information Services Group, Inc. stands at 59.9%, held across 134 reporting institutions.
Private Capital Management, LLC is the largest reported institutional holder of III, with approximately 4,671,408 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of III, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for III is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in III during Q1 2026, while 33 fully exited. 19 added to existing positions and 84 trimmed.
III institutional ownership fell by 30.69 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 66.2% of all reported 13F value in III, and the top 25 account for 86.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Information Services Group, Inc. (III) Institutional Ownership