VATE Institutional Ownership & Shareholders

INNOVATE CORP (VATE) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Whitefort Capital Management, Lp is currently the largest disclosed institutional shareholder of VATE tracked by InsiderSet, reporting ownership valued at approximately $13.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.09M, representing an estimated loss of -70.49% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed VATE value among the investors covered in this analysis. Major shareholders include Whitefort Capital Management, Lp, Jefferies Financial Group Inc., Blackrock, Inc., and several other long-term asset managers with concentrated positions in INNOVATE CORP (VATE).

This page ranks the largest institutional VATE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

50

Total Reported Value

$54.71M

Largest Holder

Whitefort Capital Management, Lp

Largest Position

$13.87M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Whitefort Capital Management, Lp3.42%743,000$13,871,810$4,093,930-$9,777,880-70.49%
Jefferies Financial Group Inc.0.12%700,802$13,083,973$3,861,419-$9,222,554-70.49%
Blackrock, Inc.0.00%354,408$6,616,798$1,952,788-$4,664,010-70.49%
Vanguard Capital Management Llc0.00%228,667$4,269,213$1,259,955-$3,009,258-70.49%
Geode Capital Management, Llc0.00%128,530$2,399,654$708,200-$1,691,454-70.49%
Marshall Wace, Llp0.00%108,147$2,019,103$595,890-$1,423,213-70.49%
Bank Of America Corp0.00%83,239$1,554,072$458,647-$1,095,425-70.49%
State Street Corp0.00%82,764$1,545,204$456,030-$1,089,174-70.49%
Ars Investment Partners, Llc0.05%61,246$1,143,463$337,465-$805,998-70.49%
Renaissance Technologies LLCJim Simons0.00%56,980$1,063,817$313,960-$749,857-70.49%
Northern Trust Corp0.00%42,837$799,767$236,032-$563,735-70.49%
Vanguard Portfolio Management Llc0.00%39,069$729,418$215,270-$514,148-70.49%
Bridgeway Capital Management, Llc0.01%36,500$681,455$201,115-$480,340-70.49%
Strs Ohio0.00%91,500$679,845$504,165-$175,680-25.84%
Vanguard Fiduciary Trust Co0.00%34,825$650,183$191,886-$458,297-70.49%
Tudor Investment Corp Et Al0.00%32,787$612,133$180,656-$431,477-70.49%
Citadel Advisors Llc0.00%19,816$369,965$109,186-$260,779-70.49%
Prescott Group Capital Management, L.L.C.0.03%48,715$361,952$268,420-$93,532-25.84%
Gabelli Funds Llc0.00%18,000$336,060$99,180-$236,880-70.49%
Arena Capital Advisors, Llc- Ca0.16%41,950$311,689$231,145-$80,545-25.84%
Jane Street Group, Llc0.00%16,465$307,402$90,722-$216,680-70.49%
Bank Of New York Mellon Corp0.00%14,664$273,776$80,799-$192,977-70.49%
Charles Schwab Investment Management Inc0.00%13,538$252,754$74,594-$178,160-70.49%
Deutsche Bank Ag\0.00%5,593$104,421$30,817-$73,604-70.49%
New York State Common Retirement Fund0.00%5,400$100,818$29,754-$71,064-70.49%
Wells Fargo & Company/Mn0.00%5,032$93,947$27,726-$66,221-70.49%
Rhumbline Advisers0.00%4,620$86,249$25,456-$60,793-70.49%
Citigroup Inc0.00%2,614$48,803$14,403-$34,400-70.49%
Mirae Asset Global Etfs Holdings Ltd.0.00%2,563$47,851$14,122-$33,729-70.49%
Jpmorgan Chase & Co0.00%2,587$47,394$14,254-$33,140-69.92%
Police & Firemen'S Retirement System Of New Jersey0.00%2,380$44,435$13,114-$31,321-70.49%
Morgan Stanley0.00%2,053$38,329$11,312-$27,017-70.49%
Ubs Group Ag0.00%1,842$34,390$10,149-$24,241-70.49%
Royal Bank Of Canada0.00%1,845$34,000$10,166-$23,834-70.10%
Barclays Plc0.00%1,253$23,393$6,904-$16,489-70.49%
Bnp Paribas Financial Markets0.00%1,065$19,884$5,868-$14,016-70.49%
Legal & General Group Plc0.00%542$10,119$2,986-$7,133-70.49%
Ameritas Investment Partners, Inc.0.00%505$9,428$2,783-$6,645-70.49%
Russell Investments Group, Ltd.0.00%445$8,308$2,452-$5,856-70.49%
Tower Research Capital Llc (Trc)0.00%327$6,105$1,802-$4,303-70.49%
Newedge Advisors, Llc0.00%323$6,029$1,780-$4,249-70.48%
Cwm, Llc0.00%920$5,226$5,069-$157-3.00%
Gamma Investing Llc0.00%610$4,532$3,361-$1,171-25.84%
Farther Finance Advisors, Llc0.00%326$2,422$1,796-$626-25.84%
Quarry Lp0.00%123$2,296$678-$1,618-70.48%
Harbour Investments, Inc.0.00%75$1,400$413-$987-70.48%
Sterling Capital Management Llc0.00%165$1,226$909-$317-25.84%
Axiom Investment Management Llc0.00%7$131$39-$92-70.56%
Fmr Llc0.00%1$19$6-$13-71.00%
Sjs Investment Consulting Inc.0.00%1$8$6-$2-31.13%
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Frequently asked questions about VATE

  • Who are the largest institutional holders of VATE?

    The largest institutional holders of VATE reported in the latest SEC Form 13F filings include Whitefort Capital Management, Lp, Jefferies Financial Group Inc., Blackrock, Inc., Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported VATE position.

  • What is VATE institutional ownership?

    This page tracks VATE positions reported by institutional investment managers through SEC Form 13F. INNOVATE CORP (VATE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own VATE?

    InsiderSet currently tracks 50 institutional managers reporting VATE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VATE shareholders.

  • How much VATE stock do institutions own?

    Institutional investment managers disclosed approximately $54.71M in VATE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was VATE institutional ownership last updated?

    The latest VATE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional VATE holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VATE position after the reporting date.

  • Are institutions buying or selling VATE?

    Institutional buying and selling can be analyzed by comparing VATE positions across consecutive 13F reporting periods. InsiderSet's VATE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VATE ownership changes.

  • How has VATE institutional ownership changed over time?

    InsiderSet tracks VATE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.