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Innovex International (INVX) Institutional Ownership

Innovex International logo
$30.10 +0.26 (+0.87%)
As of 08/28/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovex International (NYSE:INVX)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$379.84M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$105.27M
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INVX Institutional Buying and Selling by Quarter

Innovex International Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Amundi14,540$361K0.0%+14.3%0.021%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al12,800$317K0.0%N/A0.018%
8/24/2026 California State Teachers Retirement System1,232,535$30.57M0.0%+3,435.6%1.762%
8/20/2026 Susquehanna International Group LLP20,026$497K0.0%-22.0%0.029%
8/20/2026 Penn Capital Management Company LLC32,526$807K0.1%-40.3%0.047%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC78,982$1.96M0.0%-18.7%0.113%
8/19/2026 Van ECK Associates Corp879,677$21.82M0.0%-14.5%1.258%
8/19/2026 Wellington Management Group LLP2,687,950$66.66M0.0%-26.4%3.843%
8/18/2026 Empowered Funds LLC329,478$8.17M0.0%N/A0.471%
8/17/2026 Bank of America Corp DE666,940$16.54M0.0%N/A0.954%
8/15/2026 Freestone Grove Partners LP1,721$43K0.0%N/A0.002%
8/15/2026 Jupiter Topco LLC15,221$377K0.0%N/A0.022%
8/14/2026 Legal & General Group Plc100,753$2.50M0.0%N/A0.144%
8/14/2026 The Manufacturers Life Insurance Company 18,459$458K0.0%N/A0.026%
8/13/2026 Sanctuary Advisors LLC73,769$1.83M0.0%N/A0.105%
8/12/2026 Evolve Private Wealth LLC30,381$753K0.0%N/A0.043%
8/12/2026 De Lisle Partners LLP242,073$6M0.7%N/A0.346%
8/12/2026 William Blair Investment Management LLC463,385$11.49M0.0%N/A0.663%
8/12/2026 Heartland Advisors Inc.444,373$11.02M0.5%N/A0.635%
8/7/2026 BlackRock Inc.6,467,302$160.39M0.0%N/A9.247%
8/7/2026 Deutsche Bank AG49,355$1.22M0.0%N/A0.071%
8/6/2026 Global Retirement Partners LLC4,916$122K0.0%N/A0.007%
8/6/2026 Bank of New York Mellon Corp266,344$6.61M0.0%N/A0.387%
8/6/2026 State of Wyoming31,205$774K0.1%N/A0.045%
8/5/2026USA Financial Formulas2,163$53K0.0%N/A0.003%
8/3/2026 Summit Global Investments8,957$222K0.0%N/A0.013%
6/18/2026 Pacer Advisors Inc.270,939$6.61M0.0%+3.5%0.394%
6/16/2026 Empowered Funds LLC325,179$7.93M0.1%+3.6%0.473%
5/26/2026 Glenmede Trust Co. NA29,066$709K0.0%N/A0.042%
5/19/2026 Bank of America Corp DE654,265$15.96M0.0%+102.5%0.952%
5/18/2026 Amundi12,717$310K0.0%N/A0.018%
5/18/2026 Royal Bank of Canada35,554$867K0.0%+21.8%0.052%
5/18/2026 Empowered Funds LLC325,179$7.93M0.1%+3.6%0.473%
5/16/2026 The Manufacturers Life Insurance Company15,743$384K0.0%-3.7%0.023%
5/16/2026 Quantinno Capital Management LP8,832$215K0.0%N/A0.013%
5/15/2026 Dean Capital Management91,931$2.24M0.9%-35.9%0.134%
5/14/2026 Gabelli Funds LLC340,800$8.31M0.1%-3.3%0.496%
5/14/2026 Gamco Investors INC. ET AL1,734,693$42.31M0.4%-12.4%2.523%
5/14/2026 Arrowstreet Capital Limited Partnership235,165$5.74M0.0%N/A0.342%
5/14/2026 Sei Investments Co.126,288$3.08M0.0%+70.5%0.184%
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5/14/2026 State of Wyoming29,216$713K0.1%+73.3%0.042%
5/13/2026 Cetera Investment Advisers11,905$290K0.0%+7.8%0.017%
5/13/2026 First Trust Advisors LP187,978$4.59M0.0%-11.4%0.273%
5/7/2026 Dimensional Fund Advisors LP2,646,376$64.54M0.0%+14.5%3.860%
5/7/2026 Swiss National Bank74,900$1.83M0.0%+1.8%0.109%
5/7/2026 Heartland Advisors Inc.407,332$9.94M0.5%+35.8%0.594%
5/6/2026 Bessemer Group Inc.208,753$5.09M0.0%+55.6%0.304%
5/5/2026 Bank of New York Mellon Corp246,158$6.00M0.0%-4.1%0.359%
5/5/2026 Sanctuary Advisors LLC63,368$1.55M0.0%-6.0%0.092%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,468$328K0.0%+18.7%0.020%
5/4/2026 Principal Financial Group Inc.231,404$5.64M0.0%-1.9%0.338%
5/4/2026 Teachers Retirement System of The State of Kentucky68,102$1.66M0.0%+614.9%0.099%
5/1/2026 Fifth Third Bancorp12,708$310K0.0%+1,563.4%0.019%
4/27/2026 Lesa Sroufe & Co122,788$3.00M2.0%+1.0%0.179%
4/27/2026 New York State Teachers Retirement System58,548$1.43M0.0%-4.1%0.085%
4/25/2026 Strs Ohio27,300$666K0.0%+1,265.0%0.040%
4/24/2026 MQS Management LLC11,381$278K0.2%-13.5%0.017%
4/23/2026 Inspire Investing LLC20,916$510K0.0%-2.1%0.031%
4/22/2026 Sterling Capital Management LLC1,285$31K0.0%-94.4%0.002%
4/21/2026 Louisiana State Employees Retirement System17,100$417K0.0%N/A0.025%
4/16/2026 SG Americas Securities LLC165,170$4.03M0.0%-71.6%0.241%
4/16/2026 Evolve Private Wealth LLC28,647$699K0.0%+6.4%0.042%
2/24/2026 Pacer Advisors Inc.261,792$5.73M0.0%-32.6%0.380%
2/20/2026 Dean Capital Management143,490$3.14M1.3%+2.7%0.208%
2/19/2026 Invesco Ltd.374,633$8.19M0.0%+8.8%0.543%
2/18/2026 State of Tennessee Department of Treasury20,301$444K0.0%-35.9%0.029%
2/18/2026 XTX Topco Ltd13,441$294K0.0%N/A0.020%
2/18/2026 Wellington Management Group LLP2,059,468$45.04M0.0%-15.4%2.988%
2/18/2026 Millennium Management LLC27,440$600K0.0%N/A0.040%
2/18/2026 Inspire Investing LLC21,354$467K0.0%-13.4%0.031%
2/18/2026 Gotham Asset Management LLC31,114$680K0.0%N/A0.045%
2/18/2026 Evolve Private Wealth LLC26,915$589K0.0%N/A0.039%
2/18/2026 Balyasny Asset Management L.P.30,685$671K0.0%+99.8%0.045%
2/18/2026 Bridgeway Capital Management LLC487,719$10.67M0.2%+5.8%0.708%
2/17/2026 AQR Capital Management LLC54,484$1.19M0.0%+7.5%0.079%
2/17/2026 Price T Rowe Associates Inc. MD22,021$482K0.0%+8.3%0.032%
2/17/2026 Dean Investment Associates LLC210,978$4.61M0.7%+24.7%0.306%
2/17/2026 California State Teachers Retirement System35,150$769K0.0%-6.8%0.051%
2/17/2026 Russell Investments Group Ltd.83,881$1.83M0.0%+25.2%0.122%
2/17/2026 Captrust Financial Advisors45,543$996K0.0%+76.7%0.066%
2/17/2026 &PARTNERS24,220$530K0.0%+7.0%0.035%
2/17/2026 ExodusPoint Capital Management LP62,751$1.37M0.0%-31.4%0.091%
2/17/2026 Royal Bank of Canada29,180$638K0.0%-75.0%0.042%
2/17/2026 Aster Capital Management DIFC Ltd2,523$55K0.0%N/A0.004%
2/16/2026 Verition Fund Management LLC17,134$375K0.0%+52.0%0.025%
2/16/2026 Barclays PLC60,458$1.32M0.0%+10.3%0.088%
2/16/2026 Bridge City Capital LLC169,540$3.71M1.1%-12.3%0.246%
2/13/2026 The Manufacturers Life Insurance Company 16,351$358K0.0%-8.5%0.024%
2/13/2026 Gendell Jeffrey L392,311$8.58M0.1%+103.0%0.569%
2/13/2026 Public Sector Pension Investment Board133,475$2.92M0.0%-11.2%0.194%
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2/13/2026 First Trust Advisors LP212,229$4.64M0.0%-4.3%0.308%
2/13/2026 Integrated Wealth Concepts LLC169,776$3.71M0.0%N/A0.246%
2/13/2026 Charles Schwab Investment Management Inc.364,031$7.96M0.0%+0.6%0.528%
2/13/2026 State Street Corp1,601,149$35.02M0.0%+0.7%2.323%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC95,619$2.09M0.0%+7.1%0.139%
2/13/2026 De Lisle Partners LLP228,091$4.99M0.6%+4.3%0.331%
2/13/2026 Wells Fargo & Company MN43,498$951K0.0%+46.0%0.063%
2/12/2026 MetLife Investment Management LLC828,757$18.13M0.1%+2.6%1.202%
2/12/2026 State Board of Administration of Florida Retirement System9,736$213K0.0%N/A0.014%
2/12/2026 Renaissance Technologies LLC42,859$937K0.0%N/A0.062%


INVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 192 institutional investors and hedge funds held shares of Innovex International. The most heavily invested institutionals were Brandes Investment Partners LP ($167.44M), BlackRock Inc. ($160.39M), Vanguard Group Inc. ($103.07M), Wellington Management Group LLP ($66.66M), Dimensional Fund Advisors LP ($64.54M), Gamco Investors INC. ET AL ($42.31M), and State Street Corp ($35.02M).Learn more on Innovex International's institutional investors.

Of the 163 institutional investors that purchased Innovex International's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.47M), Brandes Investment Partners LP ($2.35M), Wellington Management Group LLP ($1.98M), California State Teachers Retirement System ($1.20M), Bank of America Corp DE ($1.01M), Heartland Advisors Inc. ($851.71K), and Dimensional Fund Advisors LP ($751.22K).

Institutional investors have bought a total of 16,144,919 shares in the last 24 months. This purchase volume represents approximately $379.84M in transactions.

Of the 59 institutional investors that sold Innovex International's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.34M), William Blair Investment Management LLC ($610.12K), SG Americas Securities LLC ($415.63K), Gamco Investors INC. ET AL ($372.63K), Hotchkis & Wiley Capital Management LLC ($219.51K), Acuitas Investments LLC ($181.65K), and Vanguard Group Inc. ($165.49K).

Institutional investors have sold a total of 4,801,727 shares in the last 24 months. This volume of shares sold represents approximately $105.27M in transactions.



Institutional ownership data for NYSE:INVX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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