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INNOVATE Ownership | Who Owns INNOVATE?

OverviewRevenueFinancialsChartTranscripts

INNOVATE Ownership Summary

INNOVATE is owned by 5.92% institutional investors, 60.12% insiders, and 33.96% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 5.67% of VATE shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.72% of its assets in INNOVATE shares.

VATE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockINNOVATE5.92%60.12%33.96%
SectorIndustrials Stocks 39.35%12.62%48.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Whitefort capital management, lp743.00K5.67%$5.82M
Goldman sachs group2.89M3.68%$1.75M
Blackrock775.11K0.98%$468.63K
Geode capital management520.31K0.66%$314.66K
Tudor investment corp et al32.79K0.25%$256.72K
Susquehanna group, llp187.47K0.24%$113.34K
State street165.45K0.21%$100.03K
Jpmorgan chase33.33K0.04%$20.15K
Russell investments group32.39K0.04%$19.58K
Morgan stanley24.24K0.03%$14.66K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whitefort capital management, lp743.00K2.74%$5.82M
Tudor investment corp et al32.79K0.00%$256.72K
Goldman sachs group2.89M0.00%$1.75M
Cubist systematic strategies15.65K0.00%$9.46K
Gendell jeffrey l---
Mariner---
Geode capital management520.31K-$314.66K
New york state common retirement fund---
Legal & general group---
Blackrock775.11K-$468.63K

Top Buyers

HolderShares% AssetsChange
Whitefort capital management, lp743.00K2.74%422.87K
Susquehanna group, llp187.47K-170.74K
Goldman sachs group2.89M0.00%134.83K
Aqr capital management15.84K-15.84K
Cubist systematic strategies15.65K0.00%15.65K

Top Sellers

HolderShares% AssetsChange
Jefferies financial group---7.01M
Blackrock775.11K--2.79M
Vanguard group---2.59M
Ars investment partners---1.87M
Stonehill capital management---1.46M

New Positions

HolderShares% AssetsChangeValue
Aqr capital management15.84K-15.84K$9.58K
Cubist systematic strategies15.65K0.00%15.65K$9.46K
Macquarie group3.39K-3.39K$2.05K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-7.00
Fmr-60.00
Nisa investment advisors-100.00
Old point trust & financial services n a-250.00
Federated hermes-588.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20252-92.31%775,787-67.15%51.78%1-91.67%--100.00%
Dec 31, 202426-18.75%2,361,283-1.92%185.28%1233.33%7-69.57%
Sep 30, 202432-46.67%2,407,550-90.84%182.14%9-71.88%2321.05%
Jun 30, 202459-3.28%26,124,742-8.50%332.55%326.67%1926.67%
Mar 31, 2024611.67%28,550,7855.17%363.01%30-1525.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr228.93K1.72%-
Vanguard Total Stock Mkt Idx Inv161.86K1.22%-
Vanguard US Total Market Shares ETF161.86K1.22%-
Fidelity Extended Market Index69.25K0.52%3.14K
Bridgeway Ultra-Small Company Market25.00K0.19%-20.00K
Fidelity Total Market Index23.57K0.18%-
Fidelity Series Total Market Index16.98K0.13%613.00
Gabelli Small Cap Growth AAA16.50K0.12%-2.50K
NT R2000 Index Fund - NL157.75K0.12%-19.30K
Northern Trust Extended Eq Market Idx14.80K0.11%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 19, 2024Voigt Paul Interim CEOBuy$99.50K
Sep 12, 2024Voigt Paul Interim CEOBuy$166.38K
Jun 14, 2024Voigt Paul Interim CEOBuy$105.60
Jun 11, 2024Voigt Paul Interim CEOBuy$5.30K
Jun 12, 2024Voigt Paul Interim CEOBuy$4.22K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q41-
2024 Q31-
2024 Q24-
2024 Q1-4

VATE Ownership FAQ

Who owns the most shares of INNOVATE?

INNOVATE’s largest shareholders are Whitefort capital management, lp (743K shares, 5.67%), Goldman sachs group (2.89M shares, 3.68%), and Blackrock (775.11K shares, 0.98%). Together, they hold 10.33% of INNOVATE’s total shares outstanding.

Does Blackrock own INNOVATE?

Yes, BlackRock owns 0.98% of INNOVATE, totaling 775.11K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 468.63K$. In the last quarter, BlackRock decreased its holdings by -2.795M shares, a -78.29% change.

Who is INNOVATE’s biggest shareholder by percentage of total assets invested?

Whitefort capital management, lp is INNOVATE’s biggest shareholder by percentage of total assets invested, with 2.74% of its assets in 743K INNOVATE shares, valued at 5.82M$.

Who is the top mutual fund holder of INNOVATE shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of INNOVATE shares, with 1.72% of its total shares outstanding invested in 228.93K INNOVATE shares.

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