InnovateVATE
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 30 institutions reported holding Innovate Corp. (VATE) in their 13F filings, down 4 from Q3 2024. 4 opened new positions and 8 sold out. The largest holders were Jefferies Financial Group Inc. ($3.5M), Vanguard Group Inc. ($2.0M) and Whitefort Capital Management, LP ($1.6M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Innovate Corp.
- CUSIP
- 45784J303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $314K |
| Exits | 8 | $816K |
All 13F filers, Q3 2024 → Q4 2024: 317,146 shares bought and 343,164 shares sold, net −26,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Jefferies Financial Group Inc. | 0.04% | No change | 700,802 | $3.5M |
| Vanguard Group Inc. | 0.00% | Add +54.7% | 398,438 | $2.0M |
| Whitefort Capital Management, LP | 0.83% | No change | 320,131 | $1.6M |
| Gendell Jeffrey L | 0.05% | Reduce -22.9% | 313,783 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 123,674 | $611K |
| ARS Investment Partners, LLC | 0.04% | Add +38.1% | 85,170 | $421K |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 76,499 | $378K |
| FNY Investment Advisers, LLC | 0.16% | Add +320.8% | 63,123 | $311K |
| Millennium Management | 0.00% | Reduce -21.1% | 61,338 | $303K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 49,247 | $246K |
| Bridgeway Capital Management, LLC | 0.01% | Add +119.5% | 45,000 | $222K |
| Tudor Investment Corporation | 0.00% | No change | 32,787 | $162K |
| State Street Corp. | 0.00% | Add +22.4% | 20,247 | $100K |
| Northern Trust Corp. | 0.00% | Add +75.5% | 19,619 | $97K |
| Gabelli Funds LLC | 0.00% | Reduce -18.8% | 19,500 | $96K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 15,500 | $77K |
| MSH Capital Advisors LLC | 0.02% | No change | 14,855 | $73K |
| Aristeia Capital, L.L.C. | 0.00% | New | 13,652 | $67K |
| UBS Group AG | 0.00% | Add +102.3% | 4,814 | $24K |
| Morgan Stanley | 0.00% | Add +98.7% | 1,228 | $6K |
| Cwm, LLC | 0.00% | No change | 920 | $5K |
| Bank of America Corp. | 0.00% | Reduce -64.0% | 562 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.2% | 203 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.2% | 169 | $835 |
| BNP Paribas Financial Markets | 0.00% | No change | 109 | $538 |
| Osaic Holdings, Inc. | 0.00% | New | 100 | $494 |
| FMR LLC | 0.00% | New | 60 | $296 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $9 |
| Barclays PLC | 0.00% | No change | 1 | $5 |
| PrairieView Partners, LLC | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is VATE's weight in each manager's 13F, not the share of Innovate Corp. the manager owns.