Who owns Innovex International, Inc. (INVX)
Which tracked institutional funds hold INVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INVX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on INVX is one-sided between 2025-Q4 and 2026-Q1: 71 added or opened and 23 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
INVX’s largest tracked holder by dollar value, BRANDES INVESTMENT PARTNERS, LP, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INVX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 208 tracked filers holding INVX, 115 increased or opened the position and 87 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in INVX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- VANGUARD PORTFOLIO MANAGEMENT LLC$65M
- VANGUARD CAPITAL MANAGEMENT LLC$47M
- Driehaus Capital Management LLC$37M
- LOOMIS SAYLES & CO L P$16M
- Zimmer Partners, LP$7M
- VANGUARD FIDUCIARY TRUST CO$6M
Full exits 7
- VANGUARD GROUP INC$97M
- Avidian Wealth Enterprises, LLC$6M
- JANE STREET GROUP, LLC$2M
- ExodusPoint Capital Management, LP$1M
- RENAISSANCE TECHNOLOGIES LLC$937K
- MILLENNIUM MANAGEMENT LLC$600K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$44M
- FMR LLC$21M
- BlackRock, Inc.$19M
- DIMENSIONAL FUND ADVISORS LP$14M
- AMERICAN CENTURY COMPANIES INC$11M
- BANK OF AMERICA CORP /DE/$9M
Largest trims
- SG Americas Securities, LLC$9M
- BRANDES INVESTMENT PARTNERS, LP$7M
- MetLife Investment Management, LLC$2M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2M
- DEAN INVESTMENT ASSOCIATES, LLC$1M
- AMERIPRISE FINANCIAL INC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP trimmed | 6,583,415 | $161M | 11.7% | 2026-Q1 |
| BlackRock, Inc. added | 6,037,314 | $147M | 10.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,653,386 | $89M | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,677,894 | $65M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,646,376 | $65M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,931,211 | $47M | 3.4% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 1,734,693 | $42M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 1,716,278 | $42M | 3.1% | 2026-Q1 |
| Driehaus Capital Management LLC new | 1,536,309 | $37M | 2.7% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,077,921 | $36M | 2.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,028,666 | $25M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 941,933 | $23M | 1.7% | 2026-Q1 |
| FMR LLC added | 893,805 | $22M | 1.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 866,447 | $21M | 1.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 702,104 | $17M | 1.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 671,309 | $16M | 1.2% | 2026-Q1 |
| Invesco Ltd. added | 665,030 | $16M | 1.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 738,370 | $16M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 654,265 | $16M | 1.2% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 651,477 | $16M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 640,400 | $16M | 1.1% | 2026-Q1 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV added | 631,706 | $15M | 1.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 587,123 | $14M | 1.0% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 499,979 | $12M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 433,026 | $11M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 422,083 | $10M | 0.8% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 412,573 | $10M | 0.7% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 407,332 | $10M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 362,616 | $9M | 0.6% | 2026-Q1 |
| GENDELL JEFFREY L trimmed | 356,460 | $9M | 0.6% | 2026-Q1 |
| UBS Group AG added | 348,797 | $9M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 340,800 | $8M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 325,179 | $8M | 0.6% | 2026-Q1 |
| Zimmer Partners, LP new | 297,425 | $7M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 252,917 | $6M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 246,158 | $6M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 235,165 | $6M | 0.4% | 2026-Q1 |
| De Lisle Partners LLP added | 235,073 | $6M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 231,404 | $6M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 222,294 | $5M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. new | 208,929 | $5M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 208,753 | $5M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 208,206 | $5M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 199,989 | $5M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 195,314 | $5M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 187,978 | $5M | 0.3% | 2026-Q1 |
| Tidal Investments LLC new | 176,248 | $4M | 0.3% | 2026-Q1 |
| Moody Aldrich Partners LLC new | 174,730 | $4M | 0.3% | 2026-Q1 |
| Simcoe Capital LLC added | 169,934 | $4M | 0.3% | 2026-Q1 |
| Bridge City Capital, LLC trimmed | 167,183 | $4M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 165,170 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 157,533 | $4M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 142,889 | $3M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 138,097 | $3M | 0.2% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 131,356 | $3M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 126,288 | $3M | 0.2% | 2026-Q1 |
| Lesa Sroufe & Co added | 122,788 | $3M | 0.2% | 2026-Q1 |
| GeoSphere Capital Management, LLC added | 118,424 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 113,597 | $3M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 105,968 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 100,704 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 97,185 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 95,826 | $2M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 93,027 | $2M | 0.2% | 2026-Q1 |
| Dean Capital Management trimmed | 91,931 | $2M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC new | 80,479 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 76,224 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 74,900 | $2M | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 71,052 | $2M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 69,717 | $2M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 68,102 | $2M | 0.1% | 2026-Q1 |
| CenterBook Partners LP added | 65,733 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 64,615 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 63,368 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 62,016 | $2M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,506 | $1M | 0.1% | 2026-Q1 |
| Burkehill Global Management, LP new | 60,000 | $1M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 58,548 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 58,415 | $1M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 56,450 | $1M | 0.1% | 2026-Q1 |
| Penn Capital Management Company, LLC new | 54,453 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 48,927 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 48,337 | $1M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 46,775 | $1M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 46,680 | $1M | 0.1% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 42,091 | $1M | 0.1% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42,000 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 45,269 | $990K | 0.1% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC new | 40,000 | $976K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 37,857 | $923K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 35,554 | $867K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 34,861 | $850K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,415,555 | $97M | 7.1% | 2025-Q4 stale |
| Madison Avenue Partners, LP trimmed | 1,767,997 | $28M | 2.0% | 2025-Q2 stale |
| Avidian Wealth Enterprises, LLC new | 266,162 | $6M | 0.4% | 2025-Q4 stale |
| Acuitas Investments, LLC | 185,353 | $3M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 89,344 | $2M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP trimmed | 62,751 | $1M | 0.1% | 2025-Q4 stale |
| Thomist Capital Management, LP added | 60,909 | $1M | 0.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 42,859 | $937K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.