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Who Owns INNOVATE Stock?

NYSE: VATEIndustrialsMetal FabricationsUSD

7.20-0.10 (-1.37%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
23.19%
Institutional holders
78
  • Institutions 23.2%
  • Insiders 62.5%
  • Public and other 14.3%

Who owns INNOVATE stock?

Institutional investors own about 23.2% of INNOVATE's shares, spread across 78 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 62.47% of VATE.

The largest institutional holders are Whitefort Capital Management, LP (5.45%), Jefferies Financial Group Inc. (5.14%) and Blackrock Inc. (2.60%). Together, the top 10 institutions control 19.6% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their VATE positions and 0 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of VATE

INNOVATE top institutional holders
InstitutionShares% HeldChange
Whitefort Capital Management, LP743.00K5.45%0.0%
Jefferies Financial Group Inc.700.80K5.14%0.0%
Blackrock Inc.354.41K2.60%+289.3%
Vanguard Capital Management LLC228.67K1.68%+2.0%
Geode Capital Management, LLC128.53K0.94%+42.9%
Arena Capital Advisors, LLC- CA127.93K0.94%0.0%
Prescott Group Capital Management, L.L.C.109.45K0.80%0.0%
Marshall Wace LLP108.15K0.79%+100.0%
Bank of America Corporation83.24K0.61%+415.9%
State Street Corporation82.76K0.61%+73.3%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of VATE

INNOVATE top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund170.30K1.25%
iShares Trust-iShares Russell 2000 ETF122.14K0.90%
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund59.71K0.44%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund57.73K0.42%
iShares Trust-iShares Russell 2000 Growth ETF47.24K0.35%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund23.14K0.17%
iShares Trust-iShares Micro-Cap ETF18.61K0.14%
Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund15.50K0.11%
SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund13.54K0.10%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund12.43K0.09%

Frequently asked questions

Who is the largest shareholder of INNOVATE?

Whitefort Capital Management, LP is the largest institutional shareholder of VATE, owning 5.45% of shares outstanding (743.00K shares) as of its latest 13F filing.

What percentage of INNOVATE is owned by institutions?

Institutions own about 23.2% of VATE shares and 61.8% of the public float.

How much of INNOVATE do insiders own?

Insiders, such as officers and directors, own about 62.47% of VATE shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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