INNOVATE Corp. - Common Stock, par value $0.001 per share (VATE) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
VATE on NYSE
Shares outstanding
13,588,423
Price per share
$4.52
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,486,500
Total reported value
$11,239,276
% of total 13F portfolios
0%
Share change
-53,075
Value change
-$256,675
Number of holders
28
Price from insider filings
$4.52
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of INNOVATE Corp. - Common Stock, par value $0.001 per share (VATE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GLAZER AVRAM A 52% $43,514,232 6,809,739 Avram Glazer 16 Dec 2024
Whitefort Capital Management, LP 7.8% +2.5% $5,182,896 +$149,795 1,059,897 +3% Whitefort Capital Management, LP 30 Sep 2025

As of 31 Dec 2025, 28 institutional investors reported holding 2,486,500 shares of INNOVATE Corp. - Common Stock, par value $0.001 per share (VATE). This represents 18% of the company’s total 13,588,423 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of INNOVATE Corp. - Common Stock, par value $0.001 per share (VATE) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Whitefort Capital Management, LP 5.5% 743,000 0% 1% $3,358,360
Jefferies Financial Group Inc. 5.2% 700,802 0% 0.03% $3,167,625
VANGUARD GROUP INC 1.9% 262,497 -17% 0% $1,186,486
Arena Capital Advisors, LLC- CA 0.94% 127,934 0% 0.35% $578,262
Prescott Group Capital Management, L.L.C. 0.82% 112,100 0% 0.05% $506,692
ARS Investment Partners, LLC 0.75% 102,442 +122% 0.03% $463,038
GEODE CAPITAL MANAGEMENT, LLC 0.67% 90,460 -0.03% 0% $409,195
BlackRock, Inc. 0.65% 88,077 -2% 0% $398,109
STATE STREET CORP 0.35% 47,764 0% 0% $215,893
CITADEL ADVISORS LLC 0.33% 45,336 +20% 0% $204,919
TUDOR INVESTMENT CORP ET AL 0.24% 32,787 0% 0% $148,197
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.18% 25,000 0% 0% $113,000
GABELLI FUNDS LLC 0.14% 18,900 +11% 0% $85,428
BANK OF AMERICA CORP /DE/ 0.13% 17,559 -7.4% 0% $79,366
Stratos Wealth Advisors, LLC 0.11% 15,500 0% 0% $70,060
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.1% 14,007 0% $63,312
NORTHERN TRUST CORP 0.09% 12,662 -24% 0% $57,233
JANE STREET GROUP, LLC 0.08% 11,281 0% $50,990
UBS Group AG 0.06% 7,772 -70% 0% $35,130
SBI Securities Co., Ltd. 0.04% 6,008 0% 0% $27,156
ROYAL BANK OF CANADA 0.02% 2,182 -80% 0% $10,000
CWM, LLC 0.01% 920 0% 0% $4,000
Tower Research Capital LLC (TRC) 0.01% 724 -25% 0% $3,272
MORGAN STANLEY 0% 408 -96% 0% $1,844
OSAIC HOLDINGS, INC. 0% 150 0% 0% $678

Institutional Holders of INNOVATE Corp. - Common Stock, par value $0.001 per share (VATE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,486,500 $11,239,276 -$256,675 $4.52 28
2025 Q3 2,539,575 $12,417,818 -$397,220 $4.89 31
2025 Q2 2,620,153 $13,493,990 -$422,624 $5.15 29
2025 Q1 2,625,590 $20,312,318 +$3,174,224 $7.83 31
2024 Q4 2,381,532 $11,767,753 +$147,668 $4.94 28
2024 Q3 2,407,550 $8,906,741 +$7,352,910 $3.70 32
2024 Q2 341,876 $206,698 +$206,698 $0.60 2