33 institutions reported holding $13.6M of INNOVATE CORP (VATE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Whitefort Capital Management, LP ($4.2M), Jefferies Financial Group Inc. ($4.0M), VANGUARD CAPITAL MANAGEMENT LLC ($1.3M), Arena Capital Advisors, LLC- CA ($726,665), Prescott Group Capital Management, L.L.C. ($621,665). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whitefort Capital Management, LP | $4.2M | 743,000 | Hold |
| 2 | Jefferies Financial Group Inc. | $4.0M | 700,802 | Hold |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3M | 224,156 | New |
| 4 | Arena Capital Advisors, LLC- CA | $726,665 | 127,934 | Hold |
| 5 | Prescott Group Capital Management, L.L.C. | $621,665 | 109,448 | Trimmed |
| 6 | BlackRock, Inc. | $517,153 | 91,048 | Added |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $511,253 | 89,936 | Trimmed |
| 8 | ARS Investment Partners, LLC | $347,877 | 61,246 | Trimmed |
| 9 | STATE STREET CORP | $271,300 | 47,764 | Hold |
| 10 | CITADEL ADVISORS LLC | $205,213 | 36,129 | Trimmed |
| 11 | TUDOR INVESTMENT CORP ET AL | $186,230 | 32,787 | Hold |
| 12 | VANGUARD FIDUCIARY TRUST CO | $185,452 | 32,650 | New |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $142,000 | 25,000 | Hold |
| 14 | GABELLI FUNDS LLC | $102,240 | 18,000 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $91,641 | 16,134 | Trimmed |
| 16 | NORTHERN TRUST CORP | $71,920 | 12,662 | Hold |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $61,776 | 10,876 | Trimmed |
| 18 | UBS Group AG | $44,473 | 7,830 | Added |
| 19 | Vanguard Global Advisers, LLC | $32,325 | 5,691 | New |
| 20 | MORGAN STANLEY | $17,909 | 3,153 | Added |
| 21 | Royal Bank of Canada | $11,000 | 1,876 | Trimmed |
| 22 | CWM, LLC | $5,226 | 920 | Hold |
| 23 | Tower Research Capital LLC (TRC) | $3,766 | 663 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $852 | 150 | Hold |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $824 | 145 | Added |
Source: SEC Form 13F filings · as of 2026-03-31