INNVENTURE INC INV
$4.82
-3.8% 52w: $2.55 – $7.32
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data2.554.947.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
107
+23 QoQ
13F value
$100.7M
+42.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
4.4×
$8.6M calls / $1.9M puts
Institutional value by quarter
Number of holders
Who owns INV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.1M | $12.1M | 0.0% | +75.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.1M | $12.0M | 0.0% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.6M | $10.1M | 0.0% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.7M | $6.6M | 0.0% | +144.6% |
| Point72 Asset Management, L.P. | Multistrat pod | 1.3M | $4.9M | 0.0% | New |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.2M | $4.7M | 0.0% | +77.5% |
| Balyasny Asset Management L.P. | Multistrat pod | 1.1M | $4.5M | 0.0% | New |
| CastleKnight Management LP | Other | 1.0M | $4.0M | 0.2% | New |
| STATE STREET CORP | Index provider | 970.1K | $3.8M | 0.0% | +100.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 849.1K | $3.3M | 0.0% | +22.3% |
| CenterBook Partners LP | Other | 848.7K | $3.3M | 0.2% | New |
| Abundance Wealth Counselors | Wealth advisor | 782.9K | $3.1M | 0.4% | +0.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 584.5K | $2.3M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 549.9K | $2.2M | 0.0% | +264.2% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 537.1K | $2.1M | 0.2% | +9.0% |
| UBS Group AG | Bank broker | 459.0K | $1.8M | 0.0% | +182.7% |
| Belpointe Asset Management LLC | Wealth advisor | 422.2K | $1.7M | 0.1% | -8.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 383.1K | $1.5M | 0.0% | +53.7% |
| NORTHERN TRUST CORP | Index provider | 366.6K | $1.4M | 0.0% | +95.7% |
| GROUP ONE TRADING LLC | Market maker | 308.3K | $1.2M | 0.0% | +216.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 306.7K | $1.2M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 300.9K | $1.2M | 0.0% | — |
| Crystal Cove Asset Management, LLC ★3 | Fundamental concentrated | 185.0K | $723K | 1.0% | — |
| Mariner, LLC | Diversified mechanical | 183.6K | $718K | 0.0% | -12.9% |
| FWG Holdings, LLC | Wealth advisor | 143.7K | $672K | 0.3% | -50.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 137.8K | $539K | 0.0% | +177.8% |
| Jump Financial, LLC | Market maker | 131.8K | $515K | 0.0% | +800.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 120.9K | $473K | 0.0% | +81.7% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 108.8K | $425K | 0.0% | -6.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 105.0K | $411K | 0.0% | +228.1% |
| IEQ CAPITAL, LLC | Diversified mechanical | 100.3K | $392K | 0.0% | New |
| SANDERS MORRIS HARRIS LLC | Other | 100.0K | $391K | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 97.0K | $379K | 0.0% | +194.5% |
| Nuveen, LLC | Diversified mechanical | 96.7K | $378K | 0.0% | +192.4% |
| OLD NATIONAL BANCORP /IN/ | Other | 82.3K | $322K | 0.0% | New |
| Cresset Asset Management, LLC | Wealth advisor | 75.5K | $295K | 0.0% | Held |
| SCOTIA CAPITAL INC. | Other | 67.5K | $264K | 0.0% | New |
| DEUTSCHE BANK AG\ | Bank broker | 64.0K | $250K | 0.0% | +211.8% |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 63.0K | $246K | 0.0% | -8.7% |
| BARCLAYS PLC | Bank broker | 62.0K | $242K | 0.0% | +4.2% |
| LPL Financial LLC | Bank broker | 60.8K | $238K | 0.0% | +275.2% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 55.0K | $215K | 0.0% | New |
| MOORE CAPITAL MANAGEMENT, LP | Fundamental diversified | 50.0K | $196K | 0.0% | Held |
| Redwood Family Wealth LLC | Wealth advisor | 46.0K | $180K | 0.2% | Held |
| MORGAN STANLEY | Bank broker | 45.8K | $179K | 0.0% | +3.2% |
| Root Financial Partners, LLC | Wealth advisor | 44.5K | $174K | 0.0% | New |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 36.5K | $143K | 0.0% | +131.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 34.9K | $136K | 0.0% | New |
| CWM, LLC | Wealth advisor | 32.9K | $129K | 0.0% | New |
| Quantum Financial Advisors, LLC | Wealth advisor | 30.5K | $119K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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