INNOVATE Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHITEFORT CAPITAL MANAGEMENT, LP | 11/14/2025 | 743.00 K | $3.63 M | 0.00% | 5.65% |
| JEFFERIES FINANCIAL GROUP INC. | 11/13/2025 | 700.80 K | $3.43 M | 0.00% | 5.33% |
| VANGUARD GROUP INC | 11/07/2025 | 317.38 K | $1.55 M | -19.59% | 2.41% |
| ARENA CAPITAL ADVISORS, LLC- CA | 11/13/2025 | 127.93 K | $625.60 K | 100.00% | 0.97% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/06/2025 | 112.10 K | $548.17 K | -17.50% | 0.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 90.49 K | $442.84 K | -31.61% | 0.69% |
| BLACKROCK, INC. | 11/12/2025 | 89.87 K | $439.48 K | 0.50% | 0.68% |
| STATE STREET CORP | 11/14/2025 | 47.76 K | $233.57 K | 0.00% | 0.36% |
| ARS INVESTMENT PARTNERS, LLC | 10/15/2025 | 46.17 K | $225.75 K | -16.38% | 0.35% |
| CITADEL ADVISORS LLC | 11/14/2025 | 37.69 K | $184.32 K | 60.19% | 0.29% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 32.79 K | $160.33 K | 0.00% | 0.25% |
| UBS GROUP AG | 11/13/2025 | 25.74 K | $125.89 K | -58.24% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 25.00 K | $122.25 K | 0.00% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 18.96 K | $92.72 K | 13.37% | 0.14% |
| GABELLI FUNDS LLC | 11/12/2025 | 17.00 K | $83.13 K | -10.53% | 0.13% |
| MSH CAPITAL ADVISORS LLC | 11/06/2025 | 16.94 K | $82.85 K | 0.00% | 0.13% |
| NORTHERN TRUST CORP | 11/14/2025 | 16.73 K | $81.81 K | -37.27% | 0.13% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 15.82 K | $77.00 K | -29.91% | 0.12% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 15.50 K | $75.80 K | 0.00% | 0.12% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 11.82 K | $57.81 K | 100.00% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 11.10 K | $54.00 K | 0.00% | 0.08% |
| MORGAN STANLEY | 11/14/2025 | 10.42 K | $50.95 K | -66.08% | 0.08% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 6.01 K | $29.38 K | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 968 | $4.73 K | 269.47% | 0.01% |
| CWM, LLC | 10/15/2025 | 920 | $4.00 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 184 | $900 | 0.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 174 | $851 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 150 | $811 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 143 | $699 | 53.76% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 3 | $15 | 100.00% | 0.00% |
| DARWIN WEALTH MANAGEMENT, LLC | 10/16/2025 | 2 | $9 | 0.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
INNOVATE Corp. institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of INNOVATE Corp.. The most heavily invested institutionals were:
Whitefort Capital Management, LP: 743,000
Jefferies Financial Group Inc.: 700,802
VANGUARD GROUP INC: 317,377
Arena Capital Advisors, LLC- CA: 127,934
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.: 112,100
GEODE CAPITAL MANAGEMENT, LLC: 90,487
19.32% of INNOVATE Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 11.86 M shares in the last 24 months. This purchase volume represents approximately $58.84 M in transactions.