Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in INVX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | 6.6M | $160.6M | -14.0% | 9.602% | 1.14% |
| 2 | BlackRock, Inc. | 6.0M | $147.3M | +2.8% | 8.805% | 0.00% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 3.7M | $89.1M | +77.4% | 5.329% | 0.02% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | $65.3M | β | 3.906% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $64.5M | +14.5% | 3.860% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $47.1M | β | 2.817% | 0.00% |
| 7 | GAMCO INVESTORS, INC. ET AL | 1.7M | $42.3M | -12.4% | 2.530% | 0.42% |
| 8 | STATE STREET CORP | 1.7M | $41.9M | +7.2% | 2.503% | 0.00% |
| 9 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.5M | $37.5M | β | 2.241% | 0.28% |
| 10 | FMR LLC | 1.3M | $32.2M | +9492.2% | 1.924% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 942K | $23.0M | +2.3% | 1.374% | 0.00% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 866K | $21.1M | +31.1% | 1.264% | 0.01% |
| 13 | AMERICAN CENTURY COMPANIES INC | 702K | $17.1M | +148.2% | 1.024% | 0.01% |
| 14 | Invesco Ltd. | 694K | $16.9M | +85.2% | 1.012% | 0.00% |
| 15 | LOOMIS SAYLES & CO L P | 671K | $16.4M | β | 0.979% | 0.02% |
| 16 | Neuberger Berman Group LLC | 738K | $16.1M | +1.1% | 1.077% | 0.01% |
| 17 | BANK OF AMERICA CORP /DE/ | 654K | $16.0M | +102.5% | 0.954% | 0.00% |
| 18 | MetLife Investment Management, LLC | 651K | $15.9M | -21.4% | 0.950% | 0.08% |
| 19 | MORGAN STANLEY | 640K | $15.6M | -7.5% | 0.934% | 0.00% |
| 20 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 632K | $15.4M | 0.0% | 0.921% | 4.17% |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 587K | $14.3M | +0.3% | 0.856% | 0.05% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 500K | $12.2M | +2.5% | 0.729% | 0.25% |
| 23 | Nuveen, LLC | 433K | $10.6M | -0.8% | 0.632% | 0.00% |
| 24 | NORTHERN TRUST CORP | 422K | $10.3M | +4.3% | 0.616% | 0.00% |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 413K | $10.1M | -25.2% | 0.602% | 0.03% |
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 INVX β a direct measure of their conviction.
Filings activity in INVX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new INVX position in Q1 2026
Institutions that fully closed their INVX position in Q1 2026
8 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 | 202 | +7.4% | 58.50% | +13.53 pp | $1.18B | +30% |
| Q4 2025 | 188 | +11% | 44.97% | +7.60 pp | $908M | +20% |
| Q3 2025 | 169 | +1.2% | 37.37% | +6.29 pp | $755M | +20% |
| Q2 2025 | 167 | 3.5% | 31.08% | 2.99 pp | $627M | 8.8% |
| Q1 2025 | 173 | +3.0% | 34.07% | +8.33 pp | $688M | +32% |
| Q4 2024 | 168 | 1.2% | 25.74% | +0.44 pp | $520M | +1.7% |
| Q3 2024 | 170 | +16900% | 25.30% | +25.30 pp | $511M | β |
| Q4 2016 | 1 | β | 0.00% | β | $0M | 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 INVX stock.
Based on Q1 2026 13F filings, institutional ownership of Innovex International, Inc. stands at 58.5%, held across 202 reporting institutions.
BRANDES INVESTMENT PARTNERS, LP is the largest reported institutional holder of INVX, with approximately 6,583,415 shares worth $0.16B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of INVX.
Our composite Smart Money Score for INVX is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in INVX during Q1 2026, while 23 fully exited. 128 added to existing positions and 37 trimmed.
INVX institutional ownership rose by 13.53 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 61.6% of all reported 13F value in INVX, and the top 25 account for 81.2%.
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.
Innovex International, Inc. (INVX) Institutional Ownership