Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VATE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Whitefort Capital Management, LP | 743K | $4.2M | 0.0% | 5.447% | 1.28% |
| 2 | Jefferies Financial Group Inc. | 701K | $4.0M | 0.0% | 5.137% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 224K | $1.3M | — | 1.643% | 0.00% |
| 4 | Arena Capital Advisors, LLC- CA | 128K | $727K | 0.0% | 0.938% | 0.36% |
| 5 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 109K | $622K | -2.4% | 0.802% | 0.06% |
| 6 | BlackRock, Inc. | 91K | $517K | +3.4% | 0.667% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 90K | $511K | -0.6% | 0.659% | 0.00% |
| 8 | ARS Investment Partners, LLC | 61K | $348K | -40.2% | 0.449% | 0.02% |
| 9 | STATE STREET CORP | 48K | $271K | 0.0% | 0.350% | 0.00% |
| 10 | CITADEL ADVISORS LLC | 36K | $205K | -20.3% | 0.265% | 0.00% |
| 11 | TUDOR INVESTMENT CORP ET AL | 33K | $186K | 0.0% | 0.240% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 33K | $185K | — | 0.239% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25K | $142K | 0.0% | 0.183% | 0.00% |
| 14 | GABELLI FUNDS LLC | 18K | $102K | -4.8% | 0.132% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 16K | $92K | -8.1% | 0.118% | 0.00% |
| 16 | NORTHERN TRUST CORP | 13K | $72K | 0.0% | 0.093% | 0.00% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11K | $62K | -22.4% | 0.080% | 0.00% |
| 18 | UBS Group AG | 8K | $44K | +0.8% | 0.057% | 0.00% |
| 19 | Vanguard Global Advisers, LLC | 6K | $32K | — | 0.042% | 0.00% |
| 20 | MORGAN STANLEY | 3K | $18K | +672.8% | 0.023% | 0.00% |
| 21 | ROYAL BANK OF CANADA | 2K | $11K | -14.0% | 0.014% | 0.00% |
| 22 | CWM, LLC | 920 | $5K | 0.0% | 0.007% | 0.00% |
| 23 | Tower Research Capital LLC (TRC) | 663 | $4K | -8.4% | 0.005% | 0.00% |
| 24 | ADVISOR GROUP HOLDINGS, INC. | 150 | $852 | 0.0% | 0.001% | 0.00% |
| 25 | BNP PARIBAS ARBITRAGE, SA | 145 | $824 | +1.4% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VATE — a direct measure of their conviction.
Filings activity in VATE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new VATE position in Q1 2026
Institutions that fully closed their VATE position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 30 | +7.1% | 5.98% | +1.05 pp | $14M | +21% |
| Q4 2025 | 28 | 9.7% | 4.93% | 0.48 pp | $11M | 8.9% |
| Q3 2025 | 31 | +0.0% | 5.41% | 0.45 pp | $12M | 7.7% |
| Q2 2025 | 31 | 6.1% | 5.86% | 2.88 pp | $13M | 33% |
| Q1 2025 | 33 | +10% | 8.74% | +3.69 pp | $20M | +73% |
| Q4 2024 | 30 | 12% | 5.05% | +1.43 pp | $12M | +40% |
| Q3 2024 | 34 | 47% | 3.62% | 2.98 pp | $8M | 45% |
| Q2 2024 | 64 | — | 6.60% | — | $15M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VATE stock.
Based on Q1 2026 13F filings, institutional ownership of INNOVATE Corp. stands at 6.0%, held across 30 reporting institutions.
Whitefort Capital Management, LP is the largest reported institutional holder of VATE, with approximately 743,000 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of VATE, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for VATE is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in VATE during Q1 2026, while 4 fully exited. 21 added to existing positions and 3 trimmed.
VATE institutional ownership rose by 1.05 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 93.0% of all reported 13F value in VATE, and the top 25 account for 100.0%.
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.
INNOVATE Corp. (VATE) Institutional Ownership