INNOVATE Ownership | Who Owns INNOVATE?
INNOVATE Ownership Summary
INNOVATE is owned by 33.20% institutional investors, 59.75% insiders, and 7.06% retail investors. Goldman sachs group is the largest institutional shareholder, holding 3.68% of VATE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.23% of its assets in INNOVATE shares.
VATE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | INNOVATE | 33.20% | 59.75% | 7.06% |
Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Goldman sachs group | 2.89M | 3.68% | $1.75M |
Blackrock | 775.11K | 0.98% | $468.63K |
Millennium management | 659.68K | 0.84% | $398.84K |
Geode capital management | 520.31K | 0.66% | $314.66K |
Susquehanna group, llp | 187.47K | 0.24% | $113.34K |
State street | 165.45K | 0.21% | $100.03K |
Jpmorgan chase | 33.33K | 0.04% | $20.15K |
Russell investments group | 32.39K | 0.04% | $19.58K |
Morgan stanley | 24.24K | 0.03% | $14.66K |
Charles schwab investment management | 23.12K | 0.03% | $13.98K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Goldman sachs group | 2.89M | 0.00% | $1.75M |
Millennium management | 659.68K | 0.00% | $398.84K |
Cubist systematic strategies | 15.65K | 0.00% | $9.46K |
Geode capital management | 520.31K | - | $314.66K |
Gendell jeffrey l | - | - | - |
Mariner | - | - | - |
Legal & general group | - | - | - |
Blackrock | 775.11K | - | $468.63K |
New york state common retirement fund | - | - | - |
Berkshire asset management llc/pa | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 659.68K | 0.00% | 517.24K |
Susquehanna group, llp | 187.47K | - | 170.74K |
Goldman sachs group | 2.89M | 0.00% | 134.83K |
Aqr capital management | 15.84K | - | 15.84K |
Cubist systematic strategies | 15.65K | 0.00% | 15.65K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Jefferies financial group | - | - | -7.01M |
Gendell jeffrey l | - | - | -4.07M |
Blackrock | 775.11K | - | -2.79M |
Vanguard group | - | - | -2.59M |
Ars investment partners | - | - | -1.87M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Aqr capital management | 15.84K | - | 15.84K | $9.58K |
Cubist systematic strategies | 15.65K | 0.00% | 15.65K | $9.46K |
Macquarie group | 3.39K | - | 3.39K | $2.05K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -7.00 |
Nisa investment advisors | -100.00 |
Old point trust & financial services n a | -250.00 |
Federated hermes | -588.00 |
Prairieview partners | -1.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 59 | -3.28% | 26,124,742 | -8.50% | 33 | 2.55% | 32 | 6.67% | 19 | 26.67% |
Mar 31, 2024 | 61 | 1.67% | 28,550,785 | 5.17% | 36 | 3.01% | 30 | - | 15 | 25.00% |
Dec 31, 2023 | 60 | -4.76% | 27,147,758 | 3.59% | 34 | 3.06% | 30 | 15.38% | 12 | -25.00% |
Sep 30, 2023 | 63 | 6.78% | 26,206,092 | 1.93% | 33 | 3.07% | 26 | -21.21% | 16 | 45.45% |
Jun 30, 2023 | 59 | -22.37% | 25,708,648 | -2.85% | 33 | 2.85% | 33 | -28.26% | 11 | 37.50% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 161.86K | 1.23% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 89.14K | 0.68% | - |
Fidelity Extended Market Index | 70.52K | 0.54% | 41.85K |
TETON Westwood Mighty Mites AAA | 295.73K | 0.23% | - |
Gabelli Small Cap Growth AAA | 255.09K | 0.20% | 50.00K |
Fidelity Total Market Index | 23.77K | 0.18% | 12.95K |
Bridgeway Ultra-Small Company Market | 20.00K | 0.15% | 20.00K |
Fidelity Series Total Market Index | 16.31K | 0.12% | 8.85K |
NT R2000 Index Fund - NL | 157.75K | 0.12% | -19.30K |
NT R2000 Index Fund - DC - NL - 2 | 124.83K | 0.10% | -15.77K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 19, 2024 | Voigt Paul | Interim CEO | Buy | $99.50K |
Sep 12, 2024 | Voigt Paul | Interim CEO | Buy | $166.38K |
Jun 14, 2024 | Voigt Paul | Interim CEO | Buy | $105.60 |
Jun 11, 2024 | Voigt Paul | Interim CEO | Buy | $5.30K |
Jun 12, 2024 | Voigt Paul | Interim CEO | Buy | $4.22K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 1 | - |
2024 Q3 | 1 | - |
2024 Q2 | 4 | - |
2024 Q1 | - | 4 |
2023 Q3 | - | - |
VATE Ownership FAQ
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