Innventure, Inc.
Innventure, Inc. (INV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · INV · as of Sep 30, 2025
Ownership Breakdown
34
Institutional Holders
▲ 6 vs Q2
$44.72M
Total Inst. Value
▲ $11.51M vs Q2
61.79M
Shares Outstanding
freeFloat 87.85%
7.80M
13F Shares Held
▲ 883,448 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
INV largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP, INC. blank checks | 3.07M | 5.85% | 5.85% | $17.80B | Nov 7, 2025 | — held |
VANGUARD GROUP INC blank checks | 1.53M | 2.91% | 2.91% | $8.85B | Nov 7, 2025 | ▲ 56.8K |
ABUNDANCE WEALTH COUNSELORS blank checks | 754.3K | 1.44% | 1.44% | $4.37B | Oct 22, 2025 | — held |
BLACKROCK, INC. blank checks | 409.9K | 78.01% | 78.01% | $2.37B | Nov 12, 2025 | ▲ 67.7K |
BELPOINTE ASSET MANAGEMENT LLC blank checks | 380.9K | 72.49% | 72.49% | $2.21B | Nov 3, 2025 | ▲ 279.6K |
GEODE CAPITAL MANAGEMENT, LLC blank checks | 346.3K | 65.91% | 65.91% | $2.01B | Nov 12, 2025 | ▲ 34.1K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC blank checks | 182.0K | 34.63% | 34.63% | $1.05B | Nov 10, 2025 | ▼ 5.0K |
MARINER, LLC blank checks | 166.2K | 31.64% | 31.64% | $962.53M | Nov 14, 2025 | NEW |
FORTRESS WEALTH GROUP, LLC blank checks | 143.7K | 27.35% | 27.35% | $421.01M | Oct 30, 2025 | — held |
STATE STREET CORP blank checks | 133.5K | 25.40% | 25.40% | $772.76M | Nov 14, 2025 | ▲ 58.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
8
Increased
+565.4K shares7
New Positions
first time holders4
Decreased
−14.0K shares3
Sold Out
fully exitedNet shares change (top 50)
+551.4K
+565.4K / −14.0K
Net new holders
+8
7 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
INV insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
14
Buy transactions
2
Sell transactions
7.00
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Hewitt John D. director | May 8, 2026 | Award | 2,561 | — | — | 2.6K | Form 4 ↗ |
Haskell Gregory W Chief Executive Officer | Apr 17, 2026 | Award | 46,460 | — | — | 929.8K | Form 4 ↗ |
Donnally James O director | Apr 17, 2026 | Award | 27,849 | — | — | 4.71M | Form 4 ↗ |
Donnally James O director | Apr 17, 2026 | Award | 80,848 | — | — | 1.61M | Form 4 ↗ |
Yablunosky David CFO and CAO | Apr 17, 2026 | Award | 1,236 | — | — | 544.0K | Form 4 ↗ |
Otworth Michael Executive Chairman | Apr 17, 2026 | Award | 154,829 | — | — | 3.55M | Form 4 ↗ |
HENNESSY DANIEL J director | Apr 20, 2026 | Sale | 582,139 | $5.52 | $3.21M | 182.4K | Form 4 ↗ |
HENNESSY DANIEL J director | Apr 14, 2026 | Sale | 2,992 | $5.01 | $15.0K | 764.5K | Form 4 ↗ |
Yablunosky David CFO and CAO | Apr 2, 2026 | Award | 121,228 | — | — | 542.8K | Form 4 ↗ |
Yablunosky David CFO and CAO | Apr 2, 2026 | Award | 85,795 | $6.00 | $514.8K | 85.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Innventure, Inc. (INV) is primarily owned by institutional investors, who hold approximately 12.6% of total shares outstanding. Company insiders own approximately 12.15%, while retail and public investors account for the remaining 75.23%.
The largest institutional shareholder of Innventure, Inc. is PNC FINANCIAL SERVICES GROUP, INC., holding approximately 3.07 million shares — equal to 5.85% of outstanding shares — as of September 30, 2025.
A total of 34 institutional investors currently hold INV stock, with a combined institutional value of approximately $44,719,408 as of the most recent 13F filing period.
Frequently asked questions
INV ownershipInnventure, Inc. (INV) is primarily owned by institutional investors, who hold approximately 12.6% of shares. The largest shareholder is PNC FINANCIAL SERVICES GROUP, INC. with a 5.85% stake. Company insiders hold 12.15%. Data sourced from SEC Form 13F as of September 30, 2025.