SEC ownership of Innventure, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002001557.

Comparable stake leader

Ascent Capital Partners LLC

Disclosed value leader

WE-INN LLC

Comparable rows

5/50

Latest evidence

19 Oct 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
5 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Ascent Capital Partners LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
19 Oct 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002001557
Issuer location
Orlando, FL

Ownership snapshot

Top shareholders of Innventure, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Ascent Capital Partners LLC
Disclosed value leader
WE-INN LLC
Comparable rows
5/50
Latest evidence
19 Oct 2026
13D/G 3/4/5 13F Lead comparable stake: 11% 45 rows are not safely comparable across share classes. 13D/G row: Ascent Capital Partners LLC Showing 1-8 of 50 holder rows.

Quick read

Ascent Capital Partners LLC leads the comparable SEC ownership view at 11%.

5 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Ascent Capital Partners LLC's linked filing trail.
Comparable ownership Top 5
Ascent Capital Partners LLC 11%
Otworth Michael 5.5%
COMMONWEALTH ASSET MANAGEMENT LP 5.3%
CastleKnight Master Fund LP 4.7%
WE-INN LLC 4.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Ascent Capital Partners LLC
13D/G 3/4/5
10%+ Owner
11%
Reported 13D/G · 19 Oct 2026
$5,337,952
9,310,922 shares
+$2,206,357 19 Oct 2026
Otworth Michael
3/4/5 13D/G
Member of Executive Committee, Director
5.5%
Reported 13D/G · 24 Apr 2025
$18,385,128
3,712,053 shares
mixed-class rows
+$410,015 08 Sep 2026
COMMONWEALTH ASSET MANAGEMENT LP
13D/G
Fisher Adam
5.3%
Reported 13D/G · 17 Feb 2026
$18,034,632
4,366,739 shares
$0 17 Feb 2026
CastleKnight Master Fund LP
13D/G
4.7%
Reported 13D/G · 30 Jun 2026
$18,566,328
4,153,541 shares
-$1,290,864 30 Jun 2026
WE-INN LLC
3/4/5 13D/G
10%+ Owner
4.2%
Reported 13D/G · 21 Apr 2026
$28,713,129
6,135,284 shares
-$8,468,836 17 Dec 2025
BlackRock, Inc.
13F
Company
13F
—
denominator unverified
$19,034,068
3,754,254 shares
— 30 Jun 2026
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
13F
—
denominator unverified
$17,334,648
3,419,063 shares
— 30 Jun 2026
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$15,146,448
2,987,465 shares
— 30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$15,134,558.

Buys
$1,052,039
Insiders: 6
Sells
$16,186,597
Insiders: 3
Net
-$15,134,558
Shares: -2,812,491
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 594,786 Shares: 3,407,277
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 536,000 0 $807,794 $0 +$807,794
3-6 0 0 $0 $0 $0
6-9 0 585,131 $0 $3,228,397 -$3,228,397
9-12 58,786 2,822,146 $244,245 $12,958,200 -$12,713,955

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-18 of 18 reporting-owner rows connected to Innventure, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
18
Largest Forms 3/4/5 holder
WE-INN LLC
Net 12M change
-$15.13MFull value: -$15,134,558 · USD · 12-month change
Latest report
19 Oct 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
WE-INN LLC 10%+ Owner $28,713,129 -$8,468,836 -23% Filing P/S 17 Dec 2025
Otworth Michael Member of Executive Committee, Director $18,385,128 +$410,015 +2.3% Mixed 08 Sep 2026
William J. Grieco Chief Executive Officer, Director $11,012,029 Mixed 01 Oct 2026
Donnally James O Director $8,206,301 +$431,476 +5.5% Mixed 30 Sep 2026
John Stewart Scott Chief Strategy Officer $5,081,994 -$2,322,187 -31% Mixed 26 Feb 2026
Gregory W. Haskell Former Chief Executive Officer $4,732,049 +$127,000 +2.8% Mixed 09 Sep 2026
Roland Austrup Chief Growth Officer $4,349,501 +$24,549 +0.57% Filing P/S 01 Dec 2025
David Yablunosky CFO and CAO $2,889,162 Mixed 08 Sep 2026
Suzanne Niemeyer Director $2,471,984 +$13,600 +0.55% Mixed 16 Jun 2026
Eric Stober Chief Financial Officer $1,042,000 Median 19 Oct 2026
Daniel J. Hennessy Director $1,006,616 -$5,395,574 -84% Filing P/S 20 Apr 2026
Bruce Brown Director $828,671 +$45,399 +5.8% Mixed 30 Sep 2026
Michael P. Madon Director $632,923 Mixed 28 Sep 2026
Elizabeth Suzanne Williams Director $382,845 Mixed 30 Sep 2026
Michael Amalfitano Director $187,363 Mixed 17 Jun 2026
John D. Hewitt Director $81,320 Mixed 17 Jun 2026
Catriona M. Fallon Director $71,306 Mixed 17 Jun 2026
Ascent Capital Partners LLC 10%+ Owner Mixed 19 Oct 2026

Recent insider transactions for Innventure, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Eric Stober INV Common Stock Award 1,818,182 1,818,182 19 Oct 2026 Direct
William J. Grieco INV Common Stock Award 1555.7% 2,040,816 2,171,998 01 Oct 2026 Direct
Bruce Brown INV Common Stock Award 52.9% 56,541 163,446 30 Sep 2026 Direct
Elizabeth Suzanne Williams INV Common Stock Award 40.9% 21,930 75,512 30 Sep 2026 Direct
Donnally James O INV Common Stock Gift 2.95% 45,862 1,600,363 30 Sep 2026 See footnote
Donnally James O INV Common Stock Gift -71.6% -45,862 18,237 30 Sep 2026 Direct
Donnally James O INV Common Stock Award 251.5% 45,862 64,099 30 Sep 2026 Direct
Michael P. Madon INV Common Stock Award 124,837 124,837 28 Sep 2026 Direct
William J. Grieco INV Common Stock Other -5.82% -8,103 131,182 15 Sep 2026 Direct
Gregory W. Haskell INV Common Stock Other -4.74% -46,460 933,343 09 Sep 2026 Direct
Michael Otworth INV Common Stock Other -4.09% -154,829 3,626,258 08 Sep 2026 Direct
David Yablunosky INV Common Stock Other -0.23% -1,236 542,758 08 Sep 2026 Direct
Donnally James O INV Common Stock Other -12.2% -2,227 16,010 08 Sep 2026 Direct
Bruce Brown INV Common Stock Purchase 39% $45,399 $1.51 30,000 106,905 20 Aug 2026 Direct
Gregory W. Haskell INV Common Stock Purchase 5.38% $75,600 $1.51 50,000 979,803 20 Aug 2026 Direct
Michael Otworth INV Common Stock Purchase 6.51% $349,295 $1.51 231,000 3,781,087 20 Aug 2026 Direct
Donnally James O INV Common Stock Purchase 806.9% $337,500 $1.50 225,000 252,886 20 Aug 2026 See footnote
Bruce Brown INV Common Stock Award 10.1% 7,083 76,905 30 Jun 2026 Direct
Donnally James O INV Common Stock Gift 0.33% 5,425 1,635,349 30 Jun 2026 See footnote
Donnally James O INV Common Stock Gift -22.9% -5,425 18,237 30 Jun 2026 Direct
Donnally James O INV Common Stock Award 29.8% 5,425 23,662 30 Jun 2026 Direct
Elizabeth Suzanne Williams INV Common Stock Award 4.82% 2,466 53,582 30 Jun 2026 Direct
Michael Amalfitano INV Common Stock Award 61.4% 18,237 47,919 17 Jun 2026 Direct
Bruce Brown INV Common Stock Award 35.4% 18,237 69,822 17 Jun 2026 Direct
John D. Hewitt INV Common Stock Award 712.1% 18,237 20,798 17 Jun 2026 Direct
Elizabeth Suzanne Williams INV Common Stock Award 55.5% 18,237 51,116 17 Jun 2026 Direct
Donnally James O INV Common Stock Gift 1.39% 22,305 1,629,924 17 Jun 2026 See footnote
Donnally James O INV Common Stock Gift -55% -22,305 18,237 17 Jun 2026 Direct
Donnally James O INV Common Stock Award 81.8% 18,237 40,542 17 Jun 2026 Direct
Catriona M. Fallon INV Common Stock Award 18,237 18,237 17 Jun 2026 Direct
Suzanne Niemeyer INV Common Stock Tax liability -4.14% -27,276 632,221 16 Jun 2026 Direct
John D. Hewitt INV Common Stock Award 2,561 2,561 08 May 2026 Direct
Daniel J. Hennessy INV Common Stock Sale -76.2% -$3,213,407 $5.52 -582,139 182,358 20 Apr 2026 Direct
Gregory W. Haskell INV Common Stock Award 5.26% 46,460 929,803 17 Apr 2026 Direct
Donnally James O INV Common Stock Award 2.36% 108,697 4,708,121 17 Apr 2026 See footnote
David Yablunosky INV Common Stock Award 0.23% 1,236 543,994 17 Apr 2026 Direct
Michael Otworth INV Common Stock Award 4.56% 154,829 3,550,087 17 Apr 2026 Direct
Daniel J. Hennessy INV Common Stock Sale -0.39% -$14,990 $5.01 -2,992 764,497 14 Apr 2026 Direct
David Yablunosky INV Common Stock Award 28.8% 121,228 542,758 02 Apr 2026 Direct
David Yablunosky INV Nonqualified Stock Option (right to buy) Award 85,795 85,795 02 Apr 2026 Direct
Suzanne Niemeyer INV Common Stock Award 22.5% 121,228 659,497 02 Apr 2026 Direct
Suzanne Niemeyer INV Nonqualified Stock Option (right to buy) Award 85,795 85,795 02 Apr 2026 Direct
Gregory W. Haskell INV Common Stock Award 15.9% 121,228 883,343 02 Apr 2026 Direct
Gregory W. Haskell INV Nonqualified Stock Option (right to buy) Award 228,787 228,787 02 Apr 2026 Direct
Michael Otworth INV Common Stock Award 3.7% 121,228 3,395,258 02 Apr 2026 Direct
Michael Otworth INV Nonqualified Stock Option (right to buy) Award 85,795 85,795 02 Apr 2026 Direct
Donnally James O INV Common Stock Award 46% 7,033 22,305 31 Mar 2026 Direct
Bruce Brown INV Common Stock Award 21% 8,951 51,585 31 Mar 2026 Direct
Daniel J. Hennessy INV Common Stock Award 0.84% 6,394 767,489 31 Mar 2026 Direct
Elizabeth Suzanne Williams INV Common Stock Award 10.8% 3,197 32,879 31 Mar 2026 Direct
* marks a reported price that did not pass the local price check.
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