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InnovAge (INNV) Institutional Ownership

InnovAge logo
$10.86 -0.17 (-1.54%)
As of 08/28/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for InnovAge (NASDAQ:INNV)

Current
Institutional Ownership
Percentage
12.26%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$52.94M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$23.86M
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INNV Institutional Buying and Selling by Quarter

InnovAge Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP18,377$218K0.0%N/A0.014%
8/24/2026 California State Teachers Retirement System3,365$40K0.0%+207.3%0.002%
8/17/2026 Corient Private Wealth LP18,342$217K0.0%N/A0.014%
8/17/2026 Bank of America Corp DE29,833$354K0.0%N/A0.022%
8/15/2026 Man Group plc59,252$702K0.0%N/A0.044%
8/14/2026 Legal & General Group Plc2,142$25K0.0%N/A0.002%
8/14/2026 Algert Global LLC630,520$7.47M0.1%+844.1%0.465%
8/12/2026 Welch Capital Partners LLC NY136,408$1.62M0.3%N/A0.100%
8/11/2026 Virtus Advisers LLC17,427$207K0.1%N/A0.013%
8/7/2026 BlackRock Inc.1,489,609$17.65M0.0%N/A1.097%
8/7/2026 Deutsche Bank AG21,840$259K0.0%N/A0.016%
8/6/2026 Bank of New York Mellon Corp44,020$522K0.0%N/A0.032%
8/6/2026 GSA Capital Partners LLP41,977$497K0.0%N/A0.031%
5/19/2026 Bank of America Corp DE53,307$428K0.0%+150.0%0.039%
5/19/2026Janus Henderson Group PLC121,117$971K0.0%N/A0.089%
5/16/2026 Lazard Asset Management LLC64,376$516K0.0%N/A0.047%
5/14/2026 Renaissance Technologies LLC370,817$2.97M0.0%+100.8%0.273%
5/14/2026 Arrowstreet Capital Limited Partnership417,538$3.35M0.0%N/A0.308%
5/7/2026 Welch Capital Partners LLC NY200,501$1.61M0.4%-50.4%0.148%
5/7/2026 Dimensional Fund Advisors LP236,485$1.90M0.0%+383.4%0.174%
5/5/2026 Hillsdale Investment Management Inc.529,984$4.25M0.1%N/A0.391%
4/28/2026 Kathmere Capital Management LLC15,534$125K0.0%+17.0%0.011%
4/25/2026 Strs Ohio64,200$515K0.0%-34.1%0.047%
4/23/2026 Inspire Investing LLC198,320$1.59M0.1%N/A0.146%
4/20/2026 Ritholtz Wealth Management248,072$1.99M0.0%+50.3%0.183%
4/16/2026 Baron Wealth Management LLC12,959$104K0.0%N/A0.010%
2/23/2026 Virtu Financial LLC19,242$100K0.0%N/A0.014%
2/19/2026 T. Rowe Price Investment Management Inc.6,168,330$32.01M0.0%+10.3%4.546%
2/19/2026 Invesco Ltd.11,051$57K0.0%N/A0.008%
2/18/2026 XTX Topco Ltd27,829$144K0.0%N/A0.021%
2/17/2026 AQR Capital Management LLC25,695$133K0.0%+13.9%0.019%
2/17/2026 Coliseum Capital Management LLC2,972,921$15.43M1.3%-23.3%2.191%
2/17/2026 T. Rowe Price Investment Management Inc.2,296,023$11.92M0.0%-58.9%1.692%
2/17/2026 State of Wisconsin Investment Board26,400$137K0.0%N/A0.019%
2/16/2026 Squarepoint Ops LLC25,780$134K0.0%N/A0.019%
2/16/2026 Barclays PLC31,591$164K0.0%+10.6%0.023%
2/13/2026 Marshall Wace LLP291,286$1.51M0.0%N/A0.215%
2/13/2026 State Street Corp365,866$1.90M0.0%+6.6%0.270%
2/13/2026 Wells Fargo & Company MN22,470$117K0.0%+56.9%0.017%
2/12/2026 Jane Street Group LLC90,881$472K0.0%+112.9%0.067%
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2/12/2026 Renaissance Technologies LLC184,700$959K0.0%+22.4%0.136%
2/12/2026 Dimensional Fund Advisors LP48,918$254K0.0%N/A0.036%
2/11/2026 GWN Securities Inc.57,183$297K0.1%N/A0.042%
2/11/2026 Deutsche Bank AG12,775$66K0.0%+15.1%0.009%
2/11/2026 O Shaughnessy Asset Management LLC238,881$1.24M0.0%+1,978.3%0.176%
2/10/2026 CIBC Asset Management Inc11,072$57K0.0%N/A0.008%
2/10/2026 Goldman Sachs Group Inc.116,152$603K0.0%+170.8%0.086%
2/2/2026 Strs Ohio97,400$506K0.0%+55.8%0.072%
1/23/2026 Ritholtz Wealth Management165,066$857K0.0%N/A0.122%
1/13/2026 Kathmere Capital Management LLC13,274$69K0.0%N/A0.010%
1/9/2026 Assenagon Asset Management S.A.32,676$170K0.0%N/A0.024%
1/1/2026 JPMorgan Chase & Co.15,993$83K0.0%+26.0%0.012%
11/17/2025 Susquehanna International Group LLP17,445$90K0.0%-37.1%0.013%
11/17/2025 Millennium Management LLC22,953$118K0.0%-50.9%0.017%
11/7/2025Vanguard Group Inc.1,124,321$5.80M0.0%+0.4%0.829%
11/7/2025 JPMorgan Chase & Co.15,993$83K0.0%+26.0%0.012%
10/24/2025 State of Alaska Department of Revenue6,555$33K0.0%N/A0.005%
8/15/2025 Topline Capital Management LLC43,378$160K0.0%-38.2%0.032%
8/14/2025Kent Lake PR LLC1,697,036$6.26M2.8%+13.1%1.257%
8/14/2025 Welch Capital Partners LLC NY448,775$1.66M0.4%+22.6%0.332%
8/14/2025 Jane Street Group LLC18,323$68K0.0%-60.9%0.014%
8/12/2025 JPMorgan Chase & Co.12,688$47K0.0%-56.6%0.009%
8/12/2025 Winnow Wealth LLC100,000$369K0.3%N/A0.074%
8/8/2025 Intech Investment Management LLC10,167$38K0.0%-34.5%0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey8,782$32K0.0%N/A0.007%
8/8/2025 Geode Capital Management LLC554,880$2.05M0.0%+3.0%0.411%
8/7/2025 Los Angeles Capital Management LLC29,750$110K0.0%N/A0.022%
6/27/2025 Goldman Sachs Group Inc.94,831$283K0.0%+41.2%0.070%
5/28/2025Strs Ohio62,500$186K0.0%N/A0.046%
5/19/2025Jane Street Group LLC46,827$140K0.0%+18.9%0.035%
5/16/2025Goldman Sachs Group Inc.94,831$283K0.0%+41.2%0.070%
5/16/2025Jacobs Levy Equity Management Inc.55,689$166K0.0%N/A0.041%
5/15/2025Topline Capital Management LLC70,143$209K0.0%+19.4%0.052%
5/14/2025T. Rowe Price Investment Management Inc.5,259,843$15.68M0.0%+4.4%3.896%
5/13/2025Cambiar Investors LLC230,089$686K0.0%-16.4%0.170%
5/12/2025Nuveen LLC53,437$159K0.0%N/A0.040%
5/9/2025Charles Schwab Investment Management Inc.164,322$490K0.0%+2.8%0.122%
5/9/2025Welch Capital Partners LLC NY365,907$1.09M0.3%+8.4%0.271%
2/17/2025Squarepoint Ops LLC17,272$68K0.0%N/A0.013%
2/17/2025Coliseum Capital Management LLC3,914,964$15.39M1.3%-0.7%2.895%
2/17/2025Bank of America Corp DE19,945$78K0.0%+42.4%0.015%
2/17/2025BNP Paribas Financial Markets31,393$123K0.0%N/A0.023%
2/14/2025Jane Street Group LLC39,398$155K0.0%+230.6%0.029%
2/14/2025Northern Trust Corp330,099$1.30M0.0%+4.7%0.244%
2/14/2025Topline Capital Management LLC58,740$231K0.0%N/A0.043%
2/14/2025T. Rowe Price Investment Management Inc.5,037,688$19.80M0.0%+5.9%3.725%
2/13/2025Barclays PLC29,099$115K0.0%+13.6%0.022%
2/13/2025Renaissance Technologies LLC162,000$637K0.0%+14.5%0.120%
2/12/2025JPMorgan Chase & Co.60,143$236K0.0%+143.6%0.044%
2/6/2025Charles Schwab Investment Management Inc.159,787$628K0.0%-3.5%0.118%
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1/29/2025Cambiar Investors LLC275,369$1.08M0.0%-7.9%0.203%
1/17/2025SG Americas Securities LLC10,927$43K0.0%N/A0.008%
12/26/2024JPMorgan Chase & Co.24,687$148K0.0%+191.5%0.018%
11/19/2024Barclays PLC25,614$154K0.0%+289.0%0.019%
11/16/2024Geode Capital Management LLC527,955$3.17M0.0%+5.5%0.390%
11/15/2024Barclays PLC25,614$154K0.0%+289.0%0.019%
11/15/2024Jane Street Group LLC11,917$72K0.0%-52.3%0.009%
11/15/2024State Street Corp344,905$2.07M0.0%+1.2%0.255%
11/12/2024Charles Schwab Investment Management Inc.165,531$993K0.0%+3.9%0.122%
8/9/2024Renaissance Technologies LLC136,400$677K0.0%+3.1%0.100%


INNV Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of InnovAge. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($32.01M), BlackRock Inc. ($17.65M), Coliseum Capital Management LLC ($15.43M), Algert Global LLC ($7.47M), Kent Lake PR LLC ($6.26M), Vanguard Group Inc. ($5.80M), and Hillsdale Investment Management Inc. ($4.25M).Learn more on InnovAge's institutional investors.

12.26% of InnovAge's stock is owned by institutional investors. Learn more on INNV's institutional investor holdings.

Of the 55 institutional investors that purchased InnovAge's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.49M), T. Rowe Price Investment Management Inc. ($1.08M), Algert Global LLC ($563.74K), Hillsdale Investment Management Inc. ($529.98K), Arrowstreet Capital Limited Partnership ($417.54K), Marshall Wace LLP ($291.29K), and Ritholtz Wealth Management ($248.07K).

Institutional investors have bought a total of 6,061,329 shares in the last 24 months. This purchase volume represents approximately $52.94M in transactions.

The following institutional investors have sold InnovAge stock in the last 24 months: T. Rowe Price Investment Management Inc. ($3.29M), Coliseum Capital Management LLC ($903.30K), Welch Capital Partners LLC NY ($203.60K), Strs Ohio ($33.20K), Millennium Management LLC ($23.77K), and Susquehanna International Group LLP ($10.31K).

Institutional investors have sold a total of 4,468,922 shares in the last 24 months. This volume of shares sold represents approximately $23.86M in transactions.


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Institutional ownership data for NASDAQ:INNV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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