INNOVATE Corp. (VATE) Institutional Ownership

Ownership Summary

INNOVATE Corp. (NYSE:VATE) is held by 28 institutional investors per 13F filings through December 2025.

• Collectively, these holders controlled 18.7% of Innovate's outstanding shares in December 2025, down from 19.5% in September 2025.
• Their total shares held in VATE decreased -2.37% quarter over quarter, and separately, investors owning Innovate decreased 9.68% from a year ago.
• During the quarter, 5 of these 28 funds increased positions in VATE, 12 reduced exposure, and 11 held steady.
• Altogether, these fund groups held 2.49Mn shares in VATE by December 2025, down by 60.42K shares quarter on quarter, and down 597.26K shares year over year.
• As of December 31, 2025, Whitefort Capital Management, LP held the largest stake in Innovate with 743.0K shares, accounting for 5.6% of total shares outstanding.
• The most significant purchases of VATE for the quarter ending December 2025 came from 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 (1.9K).
• The largest sellers of Innovate for the quarter ending December 2025 were VANGUARD GROUP INC (54.88K), TUDOR INVESTMENT CORP ET AL (32.79K), Bank Of America Corp /De/ (20.37K), UBS Group AG (17.97K), Morgan Stanley (10.01K).
• Business Quant data shows the 10 biggest positions in Innovate as of December 2025 are held by Whitefort Capital Management, LP (743.0K), Jefferies Financial Group Inc. (700.8K), VANGUARD GROUP INC (262.5K), Arena Capital Advisors, LLC- CA (127.93K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (112.1K), 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).