HolderBook

INNOVATE CORP (VATE)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

50
Reporting holders
$58.8M
Reported value
23.1%
Of shares outstanding
0.0%
Held as options
+19
Holder change

Institutions report 3,147,751 shares against 13,641,866 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Whitefort Capital Management, LP$13.9M743,0003.42%8qHELD
Jefferies Financial Group Inc.$13.1M700,8020.09%8qHELD
BlackRock, Inc.$6.6M354,4080.00%8q+289.3%+$4.9M
VANGUARD CAPITAL MANAGEMENT LLC$4.3M228,6670.00%2q+2.0%+$84.2K
GEODE CAPITAL MANAGEMENT, LLC$2.4M128,5300.00%8q+42.9%+$720.5K
Arena Capital Advisors, LLC- CA$2.4M127,9341.15%4qHELD
Prescott Group Capital Management, L.L.C.$2.0M109,4480.18%6qHELD
MARSHALL WACE, LLP$2.0M108,1470.00%newNEW
BANK OF AMERICA CORP /DE/$1.6M83,2390.00%8q+415.9%+$1.3M
STATE STREET CORP$1.5M82,7640.00%8q+73.3%+$653.5K
ARS Investment Partners, LLC$1.1M61,2460.05%8qHELD
RENAISSANCE TECHNOLOGIES LLC$1.1M56,9800.00%newNEW
NORTHERN TRUST CORP$799.8K42,8370.00%8q+238.3%+$563.4K
VANGUARD PORTFOLIO MANAGEMENT LLC$729.4K39,0690.00%newNEW
BRIDGEWAY CAPITAL MANAGEMENT, LLC$681.5K36,5000.01%8q+46.0%+$214.7K
VANGUARD FIDUCIARY TRUST CO$650.2K34,8250.00%2q+6.7%+$40.6K
TUDOR INVESTMENT CORP ET AL$612.1K32,7870.00%9qHELD
STRS OHIO$401.4K21,5000.00%newNEW
CITADEL ADVISORS LLC$370.0K19,8160.00%5q-45.2%-$304.6K
GABELLI FUNDS LLC$336.1K18,0000.00%8qHELD
FRANKLIN RESOURCES INC$332.0K17,7850.00%newNEW
JANE STREET GROUP, LLC$307.4K16,4650.00%newNEW
Bank of New York Mellon Corp$273.8K14,6640.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$252.8K13,5380.00%newNEW
Sixth Street Partners Management Company, L.P.$252.8K13,5380.00%newNEW
DEUTSCHE BANK AG\$104.4K5,5930.00%newNEW
NEW YORK STATE COMMON RETIREMENT FUND$100.8K5,4000.00%newNEW
WELLS FARGO & COMPANY/MN$93.9K5,0320.00%newNEW
RHUMBLINE ADVISERS$86.2K4,6200.00%2q+461900.0%+$86.2K
CITIGROUP INC$48.8K2,6140.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$47.9K2,5630.00%newNEW
JPMORGAN CHASE & CO$47.4K2,5870.00%8q+2979.8%+$45.9K
Police & Firemen's Retirement System of New Jersey$44.4K2,3800.00%newNEW
MORGAN STANLEY$38.3K2,0530.00%8q-34.9%-$20.5K
UBS Group AG$34.4K1,8420.00%8q-76.5%-$111.8K
ROYAL BANK OF CANADA$34.0K1,8450.00%5q-1.7%
BARCLAYS PLC$23.4K1,2530.00%8q+125200.0%+$23.4K
BNP PARIBAS FINANCIAL MARKETS$19.9K1,0650.00%8q+634.5%+$17.2K
Legal & General Group Plc$10.1K5420.00%newNEW
Ameritas Investment Partners, Inc.$9.4K5050.00%newNEW
Russell Investments Group, Ltd.$8.3K4450.00%newNEW
Tower Research Capital LLC (TRC)$6.1K3270.00%8q-50.7%-$6.3K
NewEdge Advisors, LLC$6.0K3230.00%newNEW
Quarry LP$2.3K1230.00%newNEW
HARBOUR INVESTMENTS, INC.$1.4K750.00%newNEW
Sterling Capital Management LLC$560300.00%newNEW
Caitong International Asset Management Co., Ltd$541290.00%2q-6.5%
SBI Securities Co., Ltd.$14980.00%6qHELD
Axiom Investment Management LLC$13170.00%newNEW
FMR LLC$1910.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202650$58.8M3,147,751241260.0%
Q1 202631$13.6M2,400,13534100.0%
Q4 202527$11.2M2,485,58023100.0%
Q3 202529$12.3M2,523,0183690.0%
Q2 202528$13.4M2,607,7623550.0%
Q1 202529$19.9M2,577,62871150.0%
Q4 202427$11.5M2,317,4904870.0%
Q3 202430$8.3M2,245,76727020.0%
Q2 202460$15.2M25,126,3791911190.0%
Q1 202454$19.2M27,331,695819130.0%
Q4 202354$32.1M26,045,88562080.0%
Q3 202357$41.5M25,502,560615130.4%
Q2 202356$44.6M25,272,9301416110.8%
Q1 202365$78.4M25,698,129281472.7%
Q4 202243$54.4M29,082,05093110.1%
Q3 202251$18.1M25,831,74875130.0%
Q2 202267$48.8M27,881,1782011201.1%
Q1 202272$119.1M31,791,9021113261.5%
Q4 202174$112.7M30,253,8441116260.7%
Q3 202170$119.5M28,821,32773001.1%
Q2 20191$1.0K20,0000000.0%
Q1 20191$1.0K20,0000000.0%
Q4 20181$1.0K20,0000000.0%