Innventure Ownership | Who Owns Innventure?
Innventure Ownership Summary
Innventure is owned by 14.95% institutional investors, 50.30% insiders, and 34.75% retail investors. Abundance wealth counselors is the largest institutional shareholder, holding 1.63% of INV shares.
INV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Innventure | 14.95% | 50.30% | 34.75% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Abundance wealth counselors | 754.31K | 1.63% | $3.62M |
| Blackrock funding, inc. /de | 342.20K | 0.74% | $1.64M |
| Fortress wealth group | 143.69K | 0.31% | $711.27K |
| Cresset asset management | 73.80K | 0.16% | $354.26K |
| Angeles wealth management | 68.96K | 0.15% | $330.99K |
| Moore capital management, lp | 50.00K | 0.11% | $240.00K |
| Diametric capital, lp | 32.57K | 0.07% | $156.35K |
| Nicolet advisory services | 15.44K | 0.03% | $68.85K |
| Prelude capital management | 12.74K | 0.03% | $61.17K |
| Fortis capital advisors | 10.78K | 0.02% | $51.74K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Abundance wealth counselors | 754.31K | 0.68% | $3.62M |
| Fortress wealth group | 143.69K | 0.33% | $711.27K |
| Diametric capital, lp | 32.57K | 0.08% | $156.35K |
| Angeles wealth management | 68.96K | 0.02% | $330.99K |
| Fortis capital advisors | 10.78K | 0.01% | $51.74K |
| Prelude capital management | 12.74K | 0.01% | $61.17K |
| Nicolet advisory services | 15.44K | 0.01% | $68.85K |
| Moore capital management, lp | 50.00K | 0.00% | $240.00K |
| Cresset asset management | 73.80K | 0.00% | $354.26K |
| Cibc private wealth group | 400.00 | - | $1.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Abundance wealth counselors | 754.31K | 0.68% | 754.31K |
| Fortress wealth group | 143.69K | 0.33% | 129.32K |
| Cresset asset management | 73.80K | 0.00% | 73.80K |
| Angeles wealth management | 68.96K | 0.02% | 68.96K |
| Diametric capital, lp | 32.57K | 0.08% | 19.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hrt financial lp | - | - | -43.37K |
| Barclays | - | - | -24.66K |
| Jane street group | - | - | -22.32K |
| Qube research | - | - | -20.97K |
| Balyasny asset management | - | - | -20.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Abundance wealth counselors | 754.31K | 0.68% | 754.31K | $3.62M |
| Cresset asset management | 73.80K | 0.00% | 73.80K | $354.26K |
| Angeles wealth management | 68.96K | 0.02% | 68.96K | $330.99K |
| Nicolet advisory services | 15.44K | 0.01% | 15.44K | $68.85K |
| Prelude capital management | 12.74K | 0.01% | 12.74K | $61.17K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -1.79K |
| Citigroup | -12.60K |
| Omers administration | -15.10K |
| State of tennessee, treasury department | -16.58K |
| Balyasny asset management | -20.78K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Mar 24, 2025 | Otworth Michael | Executive Chairman | Buy | $1.43M |
| Mar 24, 2025 | Scott John Stewart | Chief Strategy Officer | Buy | $2.83M |
| Mar 24, 2025 | Donnally James O | - | Buy | $7.23M |
| Mar 24, 2025 | Donnally James O | - | Buy | $17.40M |
| Jun 20, 2012 | Lucas Bruce | - | Buy | $50.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | - | - |
| 2012 Q4 | - | - |
INV Ownership FAQ
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