Innventure Ownership | Who Owns Innventure?
Innventure Ownership Summary
Innventure is owned by 41.51% institutional investors, 32.03% insiders, and 26.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.70% of INV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.59% of its assets in Innventure shares.
INV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Innventure | 41.51% | 32.03% | 26.47% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.10M | 5.70% | $12.14M |
| Pnc financial services group | 3.07M | 5.65% | $12.02M |
| Susquehanna group, llp | 1.69M | 3.11% | $6.63M |
| Vanguard group | 1.73M | 3.10% | $7.25M |
| Point72 asset management | 1.26M | 2.31% | $4.92M |
| Geode capital management | 1.21M | 2.22% | $4.72M |
| Balyasny asset management | 1.15M | 2.11% | $4.49M |
| Castleknight management lp | 1.03M | 1.89% | $4.03M |
| State street | 970.13K | 1.78% | $3.79M |
| Stifel financial | 849.09K | 1.56% | $3.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Abundance wealth counselors | 782.89K | 0.44% | $3.06M |
| Fortress wealth group | 143.69K | 0.25% | $672.47K |
| Centerbook partners lp | 848.71K | 0.18% | $3.32M |
| Titleist asset management | 537.07K | 0.16% | $2.10M |
| Eversource wealth advisors | 69.41K | 0.15% | $4.96M |
| Castleknight management lp | 1.03M | 0.07% | $4.03M |
| Belpointe asset management | 422.21K | 0.06% | $1.65M |
| Wespac advisors | 10.00K | 0.02% | $39.10K |
| Quantum financial advisors | 30.46K | 0.01% | $119.10K |
| Angeles wealth management | 62.96K | 0.01% | $246.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.10M | 0.00% | 1.34M |
| Point72 asset management | 1.26M | 0.01% | 1.26M |
| Balyasny asset management | 1.15M | 0.01% | 1.15M |
| Castleknight management lp | 1.03M | 0.07% | 1.03M |
| Susquehanna group, llp | 1.69M | 0.00% | 1.00M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Yorkville advisors global, lp | - | - | -1.29M |
| Driehaus capital management | - | - | -1.26M |
| Millennium management | - | - | -249.85K |
| Diametric capital, lp | - | - | -133.13K |
| Marshall wace, llp | - | - | -125.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 1.26M | 0.01% | 1.26M | $4.92M |
| Balyasny asset management | 1.15M | 0.01% | 1.15M | $4.49M |
| Centerbook partners lp | 848.71K | 0.18% | 848.71K | $3.32M |
| Aqr capital management | 584.48K | 0.00% | 584.48K | $2.29M |
| Vanguard fiduciary trust | 306.71K | 0.00% | 306.71K | $1.20M |
Sold Out
| Holder | Change |
|---|---|
| Western wealth management | -22.00 |
| Gps wealth strategies group | -22.00 |
| Advisory services network | -23.00 |
| Mai capital management | -67.00 |
| Cypress capital management llc (wy) | -485.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 139 | 21.93% | 34,501,327 | 34.19% | 41 | 1.86% | 97 | 7.78% | 22 | 214.29% |
| Mar 31, 2026 | 74 | -16.85% | 15,912,583 | -5.32% | 29 | 3.23% | 59 | -18.06% | 5 | 150.00% |
| Dec 31, 2025 | 68 | 100.00% | 14,342,862 | 83.94% | 25 | 11.66% | 55 | 266.67% | 2 | -50.00% |
| Sep 30, 2025 | 33 | 17.86% | 7,790,248 | 12.67% | 14 | 6.63% | 14 | -30.00% | 4 | 100.00% |
| Jun 30, 2025 | 28 | -3.45% | 6,914,300 | 238.68% | 14 | 76.73% | 20 | -9.09% | 2 | -60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.17M | 2.59% | 283.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.17M | 2.59% | 283.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.17M | 2.57% | - |
| iShares Russell 2000 ETF | 1.51M | 1.78% | 12.86K |
| Heptagon Driehaus US Micro Cap Eq C$ Acc | 1.21M | 1.44% | - |
| Fidelity Small Cap Index | 608.89K | 0.72% | 2.66K |
| Vanguard Institutional Extnd Mkt Idx Tr | 567.36K | 0.67% | - |
| iShares Russell 2000 Value ETF | 546.45K | 0.65% | - |
| Driehaus Micro Cap Growth USD | 470.44K | 0.56% | -2.84K |
| Driehaus Micro Cap Growth | 470.44K | 0.56% | -2.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2026 | Brown Bruce | - | Buy | $45.40K |
| Aug 20, 2026 | Haskell Gregory W | Chief Executive Officer | Buy | $75.60K |
| Aug 20, 2026 | Otworth Michael | Executive Chairman | Buy | $349.30K |
| Aug 20, 2026 | Donnally James O | - | Buy | $337.50K |
| Apr 20, 2026 | HENNESSY DANIEL J | - | Sell | $3.21M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 4 | - |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | - |
| 2025 Q4 | 5 | 23 |
| 2025 Q3 | - | - |
INV Ownership FAQ
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