Information Services Group Inc (III) Ownership

4.61 ↓0.08 (-1.71%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Private Capital Management, LLC is the biggest individual institutional holder of Information Services Group Inc (III), owning a total of 5.6 million shares. Combined, the top 35 institutional holders of III own 73.24% of the company with a total of 35.4 million shares.

In the latest ownership report on December 31st 2024, the top 35 institutional holders decreased their combined ownership of III by 342 thousand shares. 13 institutions bought 267,610 total additional shares and increased their ownership by an average of 3.35%. However 4 institutions sold 609,452 total shares and decreased their ownership by an average of 12.04%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Information Services Group decreased by a net total of -341,842 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Private Capital Management, LLC11.595%0.232%5,595,37612,9632024-12-31
HPM Partners LLC8.972%0.010%4,329,4894112024-12-31
BlackRock Inc6.249%0.911%3,015,44527,2252024-12-31
Vanguard Group Inc4.522%0.436%2,181,9729,4682024-12-31
Dimensional Fund Advisors, Inc.2.999%4.605%1,446,98263,6992024-12-31
Renaissance Technologies Corp2.973%-3.491%1,434,709-51,9002024-12-31
Morgan Stanley - Brokerage Accounts1.752%-0.145%845,335-1,2292024-12-31
Blair William & Co1.714%-0.790%827,238-6,5852024-12-31
Crestwood Advisors LLC1.713%0.000%826,39002024-12-31
Geode Capital Management, LLC1.702%0.057%821,3954662024-12-31
Crawford Investment Counsel, Inc1.690%8.331%815,41462,7072024-12-31
LSV Asset Management1.466%-43.723%707,594-549,7382024-12-31
State Street Corp1.243%3.729%599,78121,5612024-12-31
Brown Brothers Harriman & Co1.174%0.000%566,44402024-12-31
Jb Capital Partners LP1.011%0.000%487,64102024-12-31
Bank of New York Mellon Corp0.714%5.389%344,75617,6292024-12-31
Northern Trust Corp0.629%4.405%303,72112,8142024-12-31
Goldman Sachs Group Inc0.602%14.844%290,55437,5552024-12-31
CapTrust Financial Advisors0.538%0.099%259,6012572024-12-31
Perritt Capital Management Inc.0.395%0.450%190,7978552024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Private Capital Management, LLC11.595%0.232%5,595,37612,9632024-12-31
BP WEALTH MANAGEMENT, LLC9.884%0.000%4,830,85702023-09-30
HPM Partners LLC8.972%0.010%4,329,4894112024-12-31
BlackRock Inc6.249%0.911%3,015,44527,2252024-12-31
Vanguard Group Inc4.522%0.436%2,181,9729,4682024-12-31
Dimensional Fund Advisors, Inc.2.999%4.605%1,446,98263,6992024-12-31
Renaissance Technologies Corp2.973%-3.491%1,434,709-51,9002024-12-31
Morgan Stanley - Brokerage Accounts1.752%-0.145%845,335-1,2292024-12-31
Blair William & Co1.714%-0.790%827,238-6,5852024-12-31
Crestwood Advisors LLC1.713%0.000%826,39002024-12-31
Geode Capital Management, LLC1.702%0.057%821,3954662024-12-31
Crawford Investment Counsel, Inc1.690%8.331%815,41462,7072024-12-31
LSV Asset Management1.466%-43.723%707,594-549,7382024-12-31
Acadian Asset Management LLC1.388%-8.165%678,611-60,3352024-03-31
State Street Corp1.243%3.729%599,78121,5612024-12-31
JPMorgan Chase & Co1.213%-67.758%595,460-1,251,3802024-09-30
Brown Brothers Harriman & Co1.174%0.000%566,44402024-12-31
State Street Corporation1.150%-0.083%562,026-4642024-03-31
Jb Capital Partners LP1.011%0.000%487,64102024-12-31
Bridgeway Capital Management, LLC1.000%0.000%480,04802022-06-30
GlobeFlex Capital, L.P.0.888%-4.266%434,065-19,3432024-03-31
Friess Associates LLC0.727%-47.588%348,781-316,6742022-06-30
Bank of New York Mellon Corp0.714%5.389%344,75617,6292024-12-31
Northern Trust Corp0.629%4.405%303,72112,8142024-12-31
Millennium Management LLC0.623%-50.586%302,634-309,8082023-03-31
Two Sigma Advisers, LLC0.623%-23.751%299,200-93,2002022-09-30
Goldman Sachs Group Inc0.602%14.844%290,55437,5552024-12-31
SEI Investments Co0.561%-10.873%271,272-33,0932022-12-31
CapTrust Financial Advisors0.538%0.099%259,6012572024-12-31
AQR Capital Management LLC0.464%-33.911%224,368-115,1272022-12-31
Ameriprise Financial Inc0.410%-0.883%200,271-1,7852023-09-30
Ancora Advisors LLC0.404%-65.340%195,607-368,7522022-12-31
Perritt Capital Management Inc.0.395%0.450%190,7978552024-12-31
Seizert Capital Partners, LLC0.136%42.982%66,03919,8522024-03-31
Citadel Advisors Llc0.116%0.000%56,82656,8262023-09-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Information Services Group Inc (III), owning a total of 1.4 million shares. Combined, the top 42 mutual fund holders of III own 30.64% of the company with a total of 14.8 million shares.

In the latest ownership report on April 30th 2025, the top 42 fund holders increased their combined ownership of III by 1 thousand shares. 1 funds bought 162 total additional shares and increased their ownership by an average of 0.02%. However 1 funds sold 1,070 total shares and decreased their ownership by an average of 0.34%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Information Services Group decreased by a net total of -908 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF1.991%0.017%960,6331622025-04-30
iShares Russell 2000 Value ETF0.653%-0.338%315,262-1,0702025-04-30
Dimensional US Targeted Value ETF0.586%0.000%282,94502025-04-30
WisdomTree US SmallCap Dividend ETF0.544%0.000%262,46302025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.260%0.000%125,24802025-04-30
Dimensional US Small Cap ETF0.232%0.000%112,12802025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF2.947%0.000%1,422,14502024-09-30
Vanguard Total Stock Mkt Idx Inv2.947%0.000%1,422,14502025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.664%33.221%1,301,732324,6112023-03-31
iShares Russell 2000 ETF1.991%0.017%960,6331622025-04-30
Private Capital Management Value Focus1.876%8.605%905,38471,7322024-12-31
Crawford Small Cap Equity1.284%0.000%619,63702025-03-31
Crawford Small Cap Dividend1.284%0.000%619,63702025-03-31
Vanguard Extended Market Index Investor0.981%0.000%476,23902023-08-31
Vanguard Institutional Extnd Mkt Idx Tr0.987%0.000%476,23902025-03-31
Private Capital Value Equity0.766%0.000%369,77402024-12-31
Fidelity Small Cap Index0.726%0.000%350,29402025-02-28
Fidelity® Small Cap Index0.699%2.118%341,7457,0872023-10-31
iShares Russell 2000 Value ETF0.653%-0.338%315,262-1,0702025-04-30
DFA US Targeted Value I0.642%3.637%309,58410,8652025-03-31
Private Capital Management Value I0.621%-18.956%299,680-70,0942024-12-31
Dimensional US Targeted Value ETF0.586%0.000%282,94502025-04-30
WisdomTree US SmallCap Dividend ETF0.544%0.000%262,46302025-04-30
Oberweis Micro-Cap0.504%-1.625%242,100-4,0002022-06-30
Russell Inv Tax-Managed US Mid&Sm Cap S0.480%0.000%233,12802023-06-30
JPMorgan Small Cap Value I0.459%-16.407%224,452-44,0542024-08-31
Ancora/Thelen Small-Mid Cap I0.447%-37.211%214,396-127,0572022-09-30
Fidelity Extended Market Index0.419%2.006%202,2983,9782025-03-31
Acadian Global Small-Cap Equity CIT Cl A0.362%-35.360%175,293-95,8902023-03-31
Ancora/Thelen Small Mid Cap Core0.360%-64.696%174,356-319,5082022-12-31
DFA US Small Cap I0.356%-18.479%173,812-39,4002024-06-30
Oberweis Micro-Cap Growth0.355%-29.079%171,700-70,4002022-09-30
Vanguard Russell 2000 ETF0.342%2.327%164,9083,7502025-03-31
Fidelity® Extended Market Index0.329%0.000%160,70902023-11-30
iShares Russell 2000 Growth ETF0.328%0.000%159,71102024-05-30
BrighthouseI JPMorgan Small Cap Value A0.323%-20.771%157,753-41,3582024-03-31
LSV Small Cap Value Institutional0.313%-14.263%153,424-25,5242024-09-30
AST Small Cap Value0.305%-6.432%148,331-10,1972024-01-31
DFA US Micro Cap I0.301%0.000%145,43802025-03-31
VALIC Company I Small Cap Value0.294%-19.847%143,105-35,4352024-04-30
JPMorgan US Small Company L0.291%-47.200%142,275-127,1852024-06-30
JPMCB U.S. Small Cap Equity Blend Inv0.294%0.000%142,20002023-03-31
VY® JPMorgan Small Cap Core Equity S0.286%-1.937%138,367-2,7332023-02-28
Bridgeway Ultra-Small Company Market0.286%22.157%137,83025,0002024-12-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.260%0.000%125,24802025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.260%0.000%125,24802025-04-30
Perritt MicroCap Opportunities Investor0.257%-13.970%123,883-20,1172025-03-31
Dimensional US Small Cap ETF0.232%0.000%112,12802025-04-30

Discussions

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chickenEggs

$III always with good potential for a long term Hodl

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