Vault-13

INNOVATE CORP VATE

COM NEW · Common Stock · CUSIP 45784J303

American financial services and holding company

49 institutional holders +19 vs Q1 2026
3,134,2133.1m shares reported held*
23.0% of all shares outstanding*
$58.5mreported value*
23 new 12 added 6 reduced 3 sold out net bought ≈ $13.7m (+735.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 13.6m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.67.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 24: 2Q3 24: 35Q4 24: 31Q1 25: 34Q2 25: 32Q3 25: 31Q4 25: 28Q1 26: 30Q2 26: 4949Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20242
Q3 202435
Q4 202431
Q1 202534
Q2 202532
Q3 202531
Q4 202528
Q1 202630
Q2 202649

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 32 bought or addedQ3 24: 2 cut or sold outQ4 24: 13 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 10 cut or sold outQ2 25: 12 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 12 cut or sold outQ4 25: 5 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 12 cut or sold outQ2 26: 35 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024322
Q4 20241315
Q1 20251910
Q2 20251210
Q3 20251012
Q4 2025516
Q1 2026612
Q2 2026359

Biggest buyers

BlackRock, Inc. Added +263,360+263.4k
MARSHALL WACE, LLP New +108,147+108.1k
BANK OF AMERICA CORP /DE/ Added +67,105+67.1k
RENAISSANCE TECHNOLOGIES LLC New +56,980+57.0k
VANGUARD PORTFOLIO MANAGEMENT LLC New +39,069+39.1k
GEODE CAPITAL MANAGEMENT, LLC Added +38,594+38.6k
STATE STREET CORP Added +35,000+35.0k
NORTHERN TRUST CORP Added +30,175+30.2k
STRS OHIO New +21,500+21.5k
FRANKLIN RESOURCES INC New +17,785+17.8k

Biggest sellers

CITADEL ADVISORS LLC Reduced -16,313-16.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -10,876-10.9k
UBS Group AG Reduced -5,988-6.0k
Vanguard Global Advisers, LLC Sold out -5,691-5.7k
MORGAN STANLEY Reduced -1,100-1.1k
Tower Research Capital LLC (TRC) Reduced -336-336
OSAIC HOLDINGS, INC. Sold out -150-150
ROYAL BANK OF CANADA Reduced -31-31
Caitong International Asset Management Co., Ltd Reduced -2-2

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GLAZER AVRAM A 13D · may seek influence filed 2024-12-18
Stated purposeItem 4 of the Schedule 13D is hereby amended to incorporate by reference the information set forth in Item 3. Full filing
51.5% 6.8m≈ $127.1m 2024-12-18
Whitefort Capital Management, LP 13G · passive investor +0.2 pts · filed 2025-11-14 7.8% +0.2 pts 1.1m≈ $19.8m 2025-11-14
Voigt Paul 13D · may seek influence new · filed 2026-08-14
Stated purposeThe shares and options described in Item 3(a) above were acquired by Mr. Voigt in connection with, and as compensation for, his service as an executive officer of the Issuer. The shares described in Item 3(b) above were acquired by the applicable Reporting Person for investment purposes, based on that Reporting Person's belief that the Common Stock represented an attractive investment. None of the acquisitions described in this Statement were made for the purpose of, or with the effect of, changing or influencing control of the Issuer. Except as set forth in this Statement, the Reporting Persons have no present plans or proposals that relate to or would result in any of the actions or events described in Items 4(a) through (j) of Schedule 13D. The Reporting Persons intend to review their i… Full filing
7.4% new 1.0m 2026-08-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$99.5k0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Whitefort Capital Management, LP 3.42% of their portfolio NEW YORK, NY 743,000743.0k $13.9m $13.9m 3.42% Unchanged
2 Jefferies Financial Group Inc. 0.12% of their portfolio NEW YORK, NY 700,802700.8k $13.1m $13.1m 0.12% Unchanged
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 354,408354.4k $6.6m $6.6m 0.00% Added +263.4k +263,360
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 228,667228.7k $4.3m $4.3m 0.00% Added +4.5k +4,511
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 128,530128.5k $2.4m $2.4m 0.00% Added +38.6k +38,594
6 Arena Capital Advisors, LLC- CA 1.15% of their portfolio LOS ANGELES, CA 127,934127.9k $2.4m $2.4m 1.15% Unchanged
7 Prescott Group Capital Management, L.L.C. 0.18% of their portfolio Tulsa, OK 109,448109.4k $2.0m $2.0m 0.18% Unchanged
8 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 108,147108.1k $2.0m $2.0m 0.00% New
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 83,23983.2k $1.6m $1.6m 0.00% Added +67.1k +67,105
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 82,76482.8k $1.5m $1.5m 0.00% Added +35.0k +35,000
11 ARS Investment Partners, LLC 0.05% of their portfolio New York, NY 61,24661.2k $1.1m $1.1m 0.05% Unchanged
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 56,98057.0k $1.1m $1.1m 0.00% New
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 42,83742.8k $799.8k $799.8k 0.00% Added +30.2k +30,175
14 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 39,06939.1k $729.4k $729.4k 0.00% New
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 36,50036.5k $681.5k $681.5k 0.01% Added +11.5k +11,500
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 34,82534.8k $650.2k $650.2k 0.00% Added +2.2k +2,175
17 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 32,78732.8k $612.1k $612.1k 0.00% Unchanged
18 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 21,50021.5k $401.4k $401.4k 0.00% New
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,81619.8k $370.0k $370.0k 0.00% Reduced -16.3k -16,313
20 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 18,00018.0k $336.1k $336.1k 0.00% Unchanged
21 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 17,78517.8k $332.0k $332.0k 0.00% New
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,46516.5k $307.4k $307.4k 0.00% New
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,66414.7k $273.8k $273.8k 0.00% New
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 13,53813.5k $252.8k $252.8k 0.00% New
25 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 5,5935.6k $104.4k $104.4k 0.00% New
26 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,4005.4k $100.8k $100.8k 0.00% New
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,0325.0k $93.9k $93.9k 0.00% New
28 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 4,6204.6k $86.2k $86.2k 0.00% Added +4.6k +4,619
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,6142.6k $48.8k $48.8k 0.00% New
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,5872.6k $47.4k $47.4k 0.00% Added +2.5k +2,503
31 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 2,5632.6k $47.9k $47.9k 0.00% New
32 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,3802.4k $44.4k $44.4k 0.00% New
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0532.1k $38.3k $38.3k 0.00% Reduced -1.1k -1,100
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8451.8k $34.0k $34.0k 0.00% Reduced -31 -31
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,8421.8k $34.4k $34.4k 0.00% Reduced -6.0k -5,988
36 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,2531.3k $23.4k $23.4k 0.00% Added +1.3k +1,252
37 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,0651.1k $19.9k $19.9k 0.00% Added +920 +920
38 Legal & General Group Plc 0.00% of their portfolio London, X0 542542 $10.1k $10.1k 0.00% New
39 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 505505 $9.4k $9.4k 0.00% New
40 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 445445 $8.3k $8.3k 0.00% New
41 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 327327 $6.1k $6.1k 0.00% Reduced -336 -336
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 323323 $6.0k $6.0k 0.00% New
43 Quarry LP 0.00% of their portfolio NEW YORK, NY 123123 $2.3k $2.3k 0.00% New
44 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7575 $1.4k $1.4k 0.00% New
45 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 3030 $560 $560 0.00% New
46 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 2929 $541 $541 0.00% Reduced -2 -2
47 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 88 $149 $149 0.00% Unchanged
48 Axiom Investment Management LLC 0.00% of their portfolio NEW YORK, NY 77 $131 $131 0.00% New
49 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $19 $19 0.00% New