INNOVATE Corp. (VATE) Institutional Ownership

Ownership Summary

A total of 28 institutions have reported a stake in INNOVATE Corp. (NYSE:VATE) as of December 2025, according to recent 13F filings with the SEC.

• These investors collectively held 19.3% of the company's total shares outstanding in December 2025, down from 19.7% in September 2025.
• Quarterly data indicates a -0.34% shift in institutional share volume, and the annual owner count reflects a decrease of 9.68%.
• Among the 28 institutional holders of Innovate, 5 added to their stakes while 11 trimmed their positions and 12 held steady.
• The aggregate institutional position in Innovate now stands at 2.49Mn shares as of December 2025, after investors decreased their holdings (down by 8.48K shares quarter on quarter which is up 104.87K shares year over year).
• Whitefort Capital Management, LP continues to be the largest institutional holder of Innovate as of December 31, 2025, with a position of 743.00K shares, representing 5.75% of the company's outstanding stock.
• Among the most significant buyers of Innovate during December 2025 were ARS Investment Partners, LLC (56.28K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (14.01K), JANE STREET GROUP, LLC (11.28K), CITADEL ADVISORS LLC (7.64K), GABELLI FUNDS LLC (1.90K).
• Leading sellers of Innovate stock in December 2025 included VANGUARD GROUP INC (54.88K), UBS Group AG (17.97K), MORGAN STANLEY (10.01K), ROYAL BANK OF CANADA (8.92K), NORTHERN TRUST CORP (4.07K).
• The top 10 institutional holders of Innovate for the quarter ending December 2025 included Whitefort Capital Management, LP (743.00K), Jefferies Financial Group Inc. (700.80K), VANGUARD GROUP INC (262.50K), Arena Capital Advisors, LLC- CA (127.93K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (112.10K), ARS Investment Partners, LLC (102.44K), GEODE CAPITAL MANAGEMENT, LLC (90.46K), BlackRock, Inc. (88.08K), STATE STREET CORP (47.76K), CITADEL ADVISORS LLC (45.34K).