Innovate VATE Institutional Ownership

NYSE VATE

$7.86 -0.15 (-1.87%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

31 Institutions

Increased 10 32.3%

Unchanged 11 35.5%

Reduced 10 32.3%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

18.16%

▼-0.65 pp QoQ

Shares Held by Institutions

2.40Mn

of 13.22Mn outstanding

▲+9.23% QoQ

Shares Outstanding

13.22Mn

10.82Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+202.91K

accumulated since last quarter

Value of Holdings

$18.39Mn

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 31 Mar, 2026

INNOVATE Corp. (NYSE:VATE) appears in 31 institutional 13F filings for the quarter ending March 2026.

Collectively, these holders controlled 18.2% of Innovate's outstanding shares in March 2026, down from 18.8% in December 2025.
Their total shares held in VATE increased 9.23% quarter over quarter, and separately, investors owning Innovate decreased 8.82% from a year ago.
Of these 31 holders, 10 added to their stakes in Innovate, 10 trimmed positions, and 11 made no changes.
Altogether, these fund groups held 2.4Mn shares in VATE by March 2026, up by 202.91K shares quarter on quarter, and down 225.56K shares year over year.
Whitefort Capital Management, LP is the top holder of Innovate as of March 31, 2026, with 743.0K shares representing 5.62% of outstanding stock.
Top purchasers of VATE stock for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (224.16K), VANGUARD FIDUCIARY TRUST CO (32.65K), Vanguard Global Advisers, LLC (5.69K), BlackRock, Inc. (2.97K), Morgan Stanley (2.74K).
The largest sales of VATE for the quarter ending March 2026 came from ARS Investment Partners, LLC (41.2K), CITADEL ADVISORS LLC (9.21K), SBI Securities Co., Ltd. (6.0K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (3.13K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (2.65K).
Business Quant data shows the 10 biggest positions in Innovate as of March 2026 are held by Whitefort Capital Management, LP (743.0K), Jefferies Financial Group Inc. (700.8K), VANGUARD CAPITAL MANAGEMENT LLC (224.16K), Arena Capital Advisors, LLC- CA (127.93K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (109.45K), BlackRock, Inc. (91.05K), GEODE CAPITAL MANAGEMENT, LLC (89.94K), ARS Investment Partners, LLC (61.25K), State Street Corp (47.76K), CITADEL ADVISORS LLC (36.13K).

Form 13F Holdings

31 Institutional Holders

Report period 31 Mar, 2026

Total shares held 2.40Mn

Of outstanding 18.16%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Whitefort Capital Management, LP	0001884931	743,000	5.62%	0	0.00%	$4.22Mn
2	Jefferies Financial Group Inc.	0000096223	700,802	5.30%	0	0.00%	$3.98Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	224,156	1.70%	▲224,156	0.00%	$1.27Mn
4	Arena Capital Advisors, LLC- CA	0001833078	127,934	0.97%	0	0.00%	$726.67K
5	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	109,448	0.83%	▼2,652	-2.37%	$621.67K
6	BlackRock, Inc.	0002012383	91,048	0.69%	▲2,971	+3.37%	$517.15K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	89,936	0.68%	▼524	-0.58%	$511.25K
8	ARS Investment Partners, LLC	0000733020	61,246	0.46%	▼41,196	-40.21%	$347.88K
9	State Street Corp	0000093751	47,764	0.36%	0	0.00%	$271.30K
10	CITADEL ADVISORS LLC	0001423053	36,129	0.27%	▼9,207	-20.31%	$205.21K
11	TUDOR INVESTMENT CORP ET AL	0000923093	32,787	0.25%	0	0.00%	$186.23K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	32,650	0.25%	▲32,650	0.00%	$185.45K
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	25,000	0.19%	0	0.00%	$142.00K
14	GABELLI FUNDS LLC	0001081407	18,000	0.14%	▼900	-4.76%	$102.24K
15	Bank Of America Corp /De/	0000070858	16,134	0.12%	▼1,425	-8.12%	$91.64K
16	Northern Trust Corp	0000073124	12,662	0.10%	0	0.00%	$71.92K
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	10,876	0.08%	▼3,131	-22.35%	$61.78K
18	UBS Group AG	0001610520	7,830	0.06%	▲58	+0.75%	$44.47K
19	Vanguard Global Advisers, LLC	0001811242	5,691	0.04%	▲5,691	0.00%	$32.33K
20	Morgan Stanley	0000895421	3,153	0.02%	▲2,745	+672.79%	$17.91K

Showing 1 to 20 of 31 holders