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Innio (INIO): which funds own it

Industrials →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

5 concentrated managers hold it (+5 vs last quarter) with a median weight of 0.3%. 3 officers or directors bought in 6 months.

Who owns Innio?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Advent International (13G filed Aug 13, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Advent International (334.9 million shares), JPMorgan Chase (12.4 million shares) and Capital Research Global Investors (8.6 million shares).

Which institutions hold the most Innio shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Advent International: 334.9 million shares
  2. 2. JPMorgan Chase: 12.4 million shares
  3. 3. Capital Research Global Investors: 8.6 million shares
  4. 4. Aspex Management (HK): 6.9 million shares
  5. 5. Price T Rowe Associates: 5.9 million shares
  6. 6. Capital International Investors: 5.7 million shares
  7. 7. Jupiter Topco: 5.0 million shares
  8. 8. GF Fund Management: 5.0 million shares
  9. 9. Massachusetts Financial Services: 5.0 million shares
  10. 10. Point72 Asset Management: 4.5 million shares

Sources:13G by Advent International (Aug 13, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

Marc Stad 13F (Q2 2026)George Soros 13F (Q2 2026)

Concentrated managers
5
All 13F: 148
Consensus
12/100
across 5 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$39.55
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 5): 5 opened · 0 exited = +5

Net flow in the quarter: +$411M (+10.4 M shares) · bought $411M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of INIO (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. INIO has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Sep 30, 2026
Cash and equivalents
$1.2 bn
Total debt
$2.6 bn
Net debt
$1.4 bn
Shareholders' equity
$338M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
3
Amount (6 m)
$3.6M
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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