Innventure Ownership | Who Owns Innventure?
Innventure Ownership Summary
Innventure is owned by 14.83% institutional investors, 49.68% insiders, and 35.50% retail investors. Pnc financial services group is the largest institutional shareholder, holding 5.50% of INV shares.
INV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Innventure | 14.83% | 49.68% | 35.50% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pnc financial services group | 3.07M | 5.50% | $12.85M |
| Blackrock funding, inc. /de | 1.77M | 3.16% | $7.38M |
| Vanguard group | 1.73M | 3.10% | $7.25M |
| Yorkville advisors global, lp | 1.29M | 2.32% | $5.41M |
| Abundance wealth counselors | 782.20K | 1.40% | $3.27M |
| Stifel financial | 694.40K | 1.24% | $2.90M |
| Geode capital management | 679.95K | 1.22% | $2.84M |
| Titleist asset management | 492.57K | 0.88% | $2.06M |
| Belpointe asset management | 459.55K | 0.82% | $1.92M |
| Mariner | 210.93K | 0.38% | $881.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Yorkville advisors global, lp | 1.29M | 3.41% | $5.41M |
| Abundance wealth counselors | 782.20K | 0.55% | $3.27M |
| Fortress wealth group | 143.69K | 0.18% | $472.74K |
| Titleist asset management | 492.57K | 0.17% | $2.06M |
| Belpointe asset management | 459.55K | 0.07% | $1.92M |
| Diametric capital, lp | 25.09K | 0.05% | $145.25K |
| Angeles wealth management | 68.96K | 0.02% | $399.26K |
| Wespac advisors | 10.00K | 0.02% | $41.80K |
| Carmel capital partners | 15.00K | 0.02% | $62.70K |
| Naviter wealth | 29.47K | 0.02% | $123.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.77M | 0.00% | 1.36M |
| Yorkville advisors global, lp | 1.29M | 3.41% | 1.29M |
| Stifel financial | 694.40K | 0.00% | 694.40K |
| Titleist asset management | 492.57K | 0.17% | 492.57K |
| Geode capital management | 679.95K | 0.00% | 333.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | - | - | -20.97K |
| Balyasny asset management | - | - | -20.78K |
| State of tennessee, treasury department | - | - | -16.58K |
| Omers administration | - | - | -15.10K |
| Prelude capital management | - | - | -12.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stifel financial | 694.40K | 0.00% | 694.40K | $2.90M |
| Titleist asset management | 492.57K | 0.17% | 492.57K | $2.06M |
| Group one trading | 97.33K | 0.00% | 97.33K | $406.86K |
| Castleknight management lp | 84.47K | 0.01% | 84.47K | $489.05K |
| Simplex trading | 76.88K | 0.00% | 76.88K | $321.35K |
Sold Out
| Holder | Change |
|---|---|
| Salem investment counselors | -19.00 |
| Gps wealth strategies group | -22.00 |
| Royal bank of canada | -1.60K |
| Tower research capital llc (trc) | -1.79K |
| Prelude capital management | -12.74K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 29 | 52.63% | 2,041,534 | 57.25% | 4 | 50.58% | 22 | 15.79% | 5 | - |
| Dec 31, 2024 | 19 | - | 1,298,293 | - | 2 | - | 19 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2025 | WE-INN LLC | - | Sell | $898.02K |
| Dec 18, 2025 | WE-INN LLC | - | Sell | $1.18M |
| Dec 04, 2025 | HENNESSY DANIEL J | - | Sell | $289.81K |
| Dec 02, 2025 | WE-INN LLC | - | Sell | $583.61K |
| Dec 01, 2025 | WE-INN LLC | - | Sell | $2.18M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 5 | 23 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | - | - |
INV Ownership FAQ
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