Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in INV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $12.1M | +75.7% | 5.024% | 0.00% |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 3.1M | $12.0M | 0.0% | 4.975% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $10.1M | β | 4.173% | 0.00% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.2M | $8.8M | +128.3% | 3.625% | 0.00% |
| 5 | EverSource Wealth Advisors, LLC | 69K | $5.0M | β | 0.112% | 0.15% |
| 6 | Point72 Asset Management, L.P. | 1.3M | $4.9M | β | 2.037% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $4.7M | +77.5% | 1.954% | 0.00% |
| 8 | BALYASNY ASSET MANAGEMENT LLC | 1.1M | $4.5M | β | 1.860% | 0.02% |
| 9 | CastleKnight Management LP | 1.0M | $4.0M | β | 1.666% | 0.35% |
| 10 | STATE STREET CORP | 970K | $3.8M | +100.5% | 1.570% | 0.00% |
| 11 | STIFEL FINANCIAL CORP | 849K | $3.3M | +22.3% | 1.374% | 0.00% |
| 12 | CenterBook Partners LP | 849K | $3.3M | β | 1.374% | 0.18% |
| 13 | Abundance Wealth Counselors | 783K | $3.1M | +0.1% | 1.267% | 0.44% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 584K | $2.3M | β | 0.946% | 0.00% |
| 15 | TITLEIST ASSET MANAGEMENT, LLC | 537K | $2.1M | +9.0% | 0.869% | 0.16% |
| 16 | UBS Group AG | 459K | $1.8M | +182.7% | 0.743% | 0.00% |
| 17 | Belpointe Asset Management LLC | 422K | $1.7M | -8.1% | 0.683% | 0.06% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 383K | $1.5M | +53.7% | 0.620% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 382K | $1.5M | +28.2% | 0.618% | 0.00% |
| 20 | NORTHERN TRUST CORP | 367K | $1.4M | +95.7% | 0.593% | 0.00% |
| 21 | GROUP ONE TRADING, L.P. | 308K | $1.2M | +216.7% | 0.499% | 0.04% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 307K | $1.2M | β | 0.496% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 301K | $1.2M | β | 0.487% | 0.00% |
| 24 | Crystal Cove Asset Management, LLC | 185K | $723K | β | 0.299% | 0.87% |
| 25 | Mariner, LLC | 184K | $718K | -13.0% | 0.297% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in INV β a direct measure of their conviction.
Filings activity in INV during Q1 2026, grouped by how each filer changed its position.
6 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 105 | +28% | 30.80% | +10.30 pp | $107M | +50% |
| Q4 2025 | 82 | +134% | 20.50% | +7.60 pp | $71M | +59% |
| Q3 2025 | 35 | +21% | 12.90% | +4.36 pp | $45M | +51% |
| Q2 2025 | 29 | 3.3% | 8.54% | +4.16 pp | $30M | +95% |
| Q1 2025 | 30 | +50% | 4.38% | 0.61 pp | $15M | 12% |
| Q4 2024 | 20 | β | 4.99% | β | $17M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying INV stock.
Based on Q1 2026 13F filings, institutional ownership of Innventure, Inc. stands at 30.8%, held across 105 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of INV, with approximately 3,104,461 shares worth $0.01B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of INV, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
Our composite Smart Money Score for INV is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in INV during Q1 2026, while 26 fully exited. 36 added to existing positions and 20 trimmed.
INV institutional ownership rose by 10.30 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 65.5% of all reported 13F value in INV, and the top 25 account for 90.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Innventure, Inc. (INV) Institutional Ownership