Innovate VATE Institutional Ownership

NYSE VATE

$7.17 +0.10 (+1.41%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

50 Institutions

Increased 36 72.0%

Unchanged 8 16.0%

Reduced 6 12.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

23.53%

▲+5.38 pp QoQ

Shares Held by Institutions

3.15Mn

of 13.37Mn outstanding

▲+32.12% QoQ

Shares Outstanding

13.37Mn

10.23Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+19 vs prior quarter

Net Shares Added (QoQ)

+765.26K

accumulated since last quarter

Value of Holdings

$22.57Mn

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

INNOVATE Corp. (NYSE:VATE) appears in 50 institutional 13F filings for the quarter ending June 2026.

These investors held 23.5% of outstanding shares in June 2026, up from 18.2% in March 2026.
Their total shares held in VATE increased 32.12% quarter over quarter, and separately, investors owning Innovate increased 66.67% from a year ago.
Of these 50 funds, 36 grew their exposure to Innovate, 6 cut back, and 8 maintained positions.
Altogether, these fund groups held 3.15Mn shares in VATE by June 2026, up by 765.26K shares quarter on quarter, and down 172.36K shares year over year.
As of June 30, 2026, the biggest holder of Innovate is Whitefort Capital Management, LP at 743.0K shares, representing 5.56% of shares outstanding.
Leading buyers of Innovate shares for the quarter ending June 2026 were BlackRock, Inc. (263.36K), MARSHALL WACE, LLP (108.15K), Bank Of America Corp /De/ (67.1K), RENAISSANCE TECHNOLOGIES LLC (56.98K), VANGUARD PORTFOLIO MANAGEMENT LLC (39.07K).
Top sellers of VATE stock for the quarter ending June 2026 included CITADEL ADVISORS LLC (16.31K), UBS Group AG (5.99K), Morgan Stanley (1.1K), Tower Research Capital LLC (TRC) (336), Royal Bank Of Canada (31).
Innovate's 10 largest shareholders as of June 2026 include Whitefort Capital Management, LP (743.0K), Jefferies Financial Group Inc. (700.8K), BlackRock, Inc. (354.41K), VANGUARD CAPITAL MANAGEMENT LLC (228.67K), GEODE CAPITAL MANAGEMENT, LLC (128.53K), Arena Capital Advisors, LLC- CA (127.93K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (109.45K), MARSHALL WACE, LLP (108.15K), Bank Of America Corp /De/ (83.24K), State Street Corp (82.76K) per Business Quant data.

Form 13F Holdings

50 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.15Mn

Of outstanding 23.53%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Whitefort Capital Management, LP	0001884931	743,000	5.56%	0	0.00%	$13.87Mn
2	Jefferies Financial Group Inc.	0000096223	700,802	5.24%	0	0.00%	$13.08Mn
3	BlackRock, Inc.	0002012383	354,408	2.65%	▲263,360	+289.25%	$6.62Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	228,667	1.71%	▲4,511	+2.01%	$4.27Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	128,530	0.96%	▲38,594	+42.91%	$2.40Mn
6	Arena Capital Advisors, LLC- CA	0001833078	127,934	0.96%	0	0.00%	$2.39Mn
7	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	109,448	0.82%	0	0.00%	$2.04Mn
8	MARSHALL WACE, LLP	0001318757	108,147	0.81%	▲108,147	0.00%	$2.02Mn
9	Bank Of America Corp /De/	0000070858	83,239	0.62%	▲67,105	+415.92%	$1.55Mn
10	State Street Corp	0000093751	82,764	0.62%	▲35,000	+73.28%	$1.55Mn
11	ARS Investment Partners, LLC	0000733020	61,246	0.46%	0	0.00%	$1.14Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	56,980	0.43%	▲56,980	0.00%	$1.06Mn
13	Northern Trust Corp	0000073124	42,837	0.32%	▲30,175	+238.31%	$799.77K
14	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	39,069	0.29%	▲39,069	0.00%	$729.42K
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	36,500	0.27%	▲11,500	+46.00%	$681.46K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	34,825	0.26%	▲2,175	+6.66%	$650.18K
17	TUDOR INVESTMENT CORP ET AL	0000923093	32,787	0.25%	0	0.00%	$612.13K
18	STRS OHIO	0000820478	21,500	0.16%	▲21,500	0.00%	$401.41K
19	CITADEL ADVISORS LLC	0001423053	19,816	0.15%	▼16,313	-45.15%	$369.97K
20	GABELLI FUNDS LLC	0001081407	18,000	0.13%	0	0.00%	$336.06K

Showing 1 to 20 of 50 holders