Innovate VATE Institutional Ownership

NYSE VATE

$5.49 -0.21 (-3.68%)

As of: Oct 22, 2026 · 10:12 AM EDT

Institutions by Trading Activity

49 Institutions

Increased 35 71.4%

Unchanged 8 16.3%

Reduced 6 12.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

22.97%

▲+5.38 pp QoQ

Shares Held by Institutions

3.13Mn

of 13.64Mn outstanding

▲+30.58% QoQ

Shares Outstanding

13.64Mn

10.51Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+734.08K

accumulated since last quarter

Value of Holdings

$18.52Mn

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

Updated Oct 10, 2026

INNOVATE Corp. (NYSE:VATE) was held by 49 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Their combined stake equaled 22.97% of outstanding shares in Q2 2026, up from 17.59% in Q1 2026.
Total shares held in Innovate rose 30.58% from Q1 2026, while the number of holders rose 68.97% from Q2 2025.
Of the 49 holders, 35 added to their positions, 6 reduced their stakes and 8 left their positions unchanged in Q2 2026.
Combined, institutional investors held 3.13Mn shares of VATE as of Q2 2026, up 734.08K from the prior quarter and up 568.21K from a year earlier.
Whitefort Capital Management, LP led 13F holders of VATE with 743K shares as of June 30, 2026, or 5.45% of shares outstanding.
Among holders that already owned Innovate, the biggest buyers in Q2 2026 were BlackRock, Inc. (+263.36K shares), Bank of America Corp (+67.11K shares), Geode Capital Management, LLC (+38.59K shares), State Street Corp (+35K shares) and Northern Trust Corp (+30.18K shares).
The largest position reductions in VATE for Q2 2026 were by Citadel Advisors LLC (-16.31K shares), UBS Group AG (-5.99K shares), Morgan Stanley (-1.1K shares), Tower Research Capital LLC (-336 shares) and Royal Bank of Canada (-31 shares).
According to Business Quant data, the leading holders of VATE for Q2 2026 were Whitefort Capital Management, LP (743K shares), Jefferies Financial Group Inc. (700.8K shares), BlackRock, Inc. (354.41K shares), Vanguard Capital Management LLC (228.67K shares), Geode Capital Management, LLC (128.53K shares), Arena Capital Advisors, LLC- CA (127.93K shares), Prescott Group Capital Management, L.L.C. (109.45K shares), Marshall Wace, LLP (108.15K shares), Bank of America Corp (83.24K shares) and State Street Corp (82.76K shares).

Form 13F Holdings

49 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.13Mn

Of outstanding 22.97%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Whitefort Capital Management, LP	0001884931	743,000	5.45%	0	0.00%	$13.87Mn
2	Jefferies Financial Group Inc.	0000096223	700,802	5.14%	0	0.00%	$13.08Mn
3	BlackRock, Inc.	0002012383	354,408	2.60%	▲263,360	+289.25%	$6.62Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	228,667	1.68%	▲4,511	+2.01%	$4.27Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	128,530	0.94%	▲38,594	+42.91%	$2.40Mn
6	Arena Capital Advisors, LLC- CA	0001833078	127,934	0.94%	0	0.00%	$2.39Mn
7	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	109,448	0.80%	0	0.00%	$2.04Mn
8	MARSHALL WACE, LLP	0001318757	108,147	0.79%	▲108,147	0.00%	$2.02Mn
9	Bank Of America Corp /De/	0000070858	83,239	0.61%	▲67,105	+415.92%	$1.55Mn
10	State Street Corp	0000093751	82,764	0.61%	▲35,000	+73.28%	$1.55Mn
11	ARS Investment Partners, LLC	0000733020	61,246	0.45%	0	0.00%	$1.14Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	56,980	0.42%	▲56,980	0.00%	$1.06Mn
13	Northern Trust Corp	0000073124	42,837	0.31%	▲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	0.24%	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 49 holders