Innovex International Ownership | Who Owns Innovex International?
Innovex International Ownership Summary
Innovex International is owned by 75.06% institutional investors, 1.60% insiders, and 23.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.38% of INVX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.35% of its assets in Innovex International shares.
INVX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Innovex International | 75.06% | 1.60% | 23.33% |
| Sector | Energy Stocks | 63.59% | 15.64% | 20.77% |
| Industry | Oil & Gas Equipment & Services Stocks | 66.65% | 15.50% | 17.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.47M | 9.38% | $160.39M |
| Brandes investment partners, lp | 5.73M | 8.31% | $142.04M |
| Vanguard group | 4.71M | 6.85% | $103.06M |
| Dimensional fund advisors lp | 2.87M | 4.17% | $71.29M |
| Wellington management group llp | 2.69M | 3.90% | $66.66M |
| Driehaus capital management | 1.96M | 2.84% | $48.57M |
| Vanguard capital management | 1.91M | 2.77% | $47.32M |
| State street | 1.89M | 2.74% | $46.91M |
| Gamco investors, inc. et al | 1.71M | 2.48% | $42.40M |
| Fmr | 1.22M | 1.77% | $30.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Investment management associates inc /adv | 605.04K | 3.08% | $15.01M |
| Lesa sroufe | 126.15K | 2.23% | $3.13M |
| Geosphere capital management | 131.07K | 1.06% | $3.25M |
| Brandes investment partners, lp | 5.73M | 1.00% | $142.04M |
| Bridge city capital | 162.45K | 0.92% | $4.03M |
| Moody aldrich partners | 165.01K | 0.74% | $4.09M |
| De lisle partners llp | 242.07K | 0.65% | $6.00M |
| Heartland advisors | 444.37K | 0.49% | $11.02M |
| Gamco investors, inc. et al | 1.71M | 0.38% | $42.40M |
| Driehaus capital management | 1.96M | 0.28% | $48.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silvercrest asset management group | 929.20K | 0.15% | 929.20K |
| Blackrock funding, inc. /de | 6.47M | 0.00% | 429.99K |
| Driehaus capital management | 1.96M | 0.28% | 421.96K |
| Sixth street partners management company | 389.62K | 0.00% | 389.62K |
| American century companies | 1.07M | 0.01% | 372.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison avenue partners, lp | - | - | -1.77M |
| Wellington management group llp | 2.69M | 0.01% | -965.44K |
| Brandes investment partners, lp | 5.73M | 1.00% | -855.97K |
| Zimmer partners, lp | - | - | -297.43K |
| Segall bryant & hamill | - | - | -286.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Silvercrest asset management group | 929.20K | 0.15% | 929.20K | $23.04M |
| Sixth street partners management company | 389.62K | 0.00% | 389.62K | $9.66M |
| Weiss asset management lp | 153.01K | 0.04% | 153.01K | $3.79M |
| Squarepoint ops | 81.32K | 0.00% | 81.32K | $2.02M |
| Edgestream partners | 76.04K | 0.06% | 76.04K | $1.89M |
Sold Out
| Holder | Change |
|---|---|
| Hughes financial services | -1.00 |
| Dunhill financial | -1.00 |
| True wealth design | -2.00 |
| Mai capital management | -4.00 |
| Tortoise investment management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 223 | 6.70% | 51,747,259 | 1.76% | 75 | 1.38% | 123 | 6.96% | 69 | 7.81% |
| Mar 31, 2026 | 94 | -50.79% | 13,131,130 | -69.90% | 19 | 0.47% | 45 | -55.45% | 33 | -47.62% |
| Dec 31, 2025 | 65 | -63.07% | 10,082,206 | -75.86% | 14 | 0.40% | 29 | -69.79% | 22 | -59.26% |
| Sep 30, 2025 | 67 | -57.86% | 8,229,261 | -79.76% | 11 | 0.34% | 35 | -62.37% | 18 | -60.00% |
| Jun 30, 2025 | 165 | -5.17% | 41,259,092 | 4.79% | 59 | 1.85% | 93 | -2.11% | 49 | -5.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.35M | 3.35% | 1.61K |
| Vanguard Total Stock Mkt Idx Inv | 1.42M | 2.07% | -26.50K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.42M | 2.06% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.42M | 2.03% | -26.50K |
| iShares Russell 2000 ETF | 1.15M | 1.64% | -20.45K |
| Vanguard Small Cap Index | 1.03M | 1.49% | 4.42K |
| Brandes Global Small Cap Equity Cl F | 944.74K | 1.37% | - |
| Avantis US Small Cap Value ETF | 926.86K | 1.33% | 4.30K |
| FIAM Small Cap Core Composite | 823.69K | 1.20% | 823.69K |
| FIAM Small Cap Core CIT Cl B | 777.39K | 1.11% | -27.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 10, 2026 | INNOVEX CO-INVEST FUND, L.P. | Sell | $5.08M | |
| Aug 10, 2026 | INNOVEX CO-INVEST FUND, L.P. | Sell | $24.85M | |
| Aug 10, 2026 | INNOVEX CO-INVEST FUND, L.P. | Sell | $106.42M | |
| Aug 10, 2026 | INNOVEX CO-INVEST FUND, L.P. | Sell | $5.89M | |
| Aug 10, 2026 | INNOVEX CO-INVEST FUND, L.P. | Buy | $1.31M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 13 |
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 16 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
INVX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools