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AVAH · Aveanna Healthcare Holdings, Inc. · Holdings

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$12.75 +0.31 (+2.49%) At close · Oct 20
Russell 2000 member Rebalance outlook locked
Market Cap
$2.79B
Shares
218.22M
Volume · Oct 20 1.79M Avg daily vol (3M) 3.02M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of AVAH: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 219
Total Value: $1,734,194,298
Total Shares: 201,934,837
Showing 1–100 of 222 holdings by value · page 1 of 3

Institutional Ownership Trend

22 quarters

Superinvestors Holding AVAH

All superinvestors →
Joel Greenblatt $378,879

Holder Concentration

Across 217 13F filers
Top Holder
40.4%
Sep 2023 → Jun 2026 · range 40.4% – 48.2%
of institutional value
Top 5
66.4%
Sep 2023 → Jun 2026 · range 66.4% – 92.9%
of institutional value
Top 10
73.4%
Sep 2023 → Jun 2026 · range 73.4% – 98.4%
of institutional value
HHI
1,896
Sep 2023 → Jun 2026 · range 1,896 – 3,253
Moderately concentrated

Who Holds AVAH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 217 filers, like-for-like change +2.1%; actively managed books +7.6%; index-like books +12.8%.

Holder type Share Filers Change
Registered adviser 31.1% 120 +11.1%
Exempt adviser 0.4% 4 -59.8%
Adviser 1.4% 7 +180.0%
Bank 2.9% 13 +57.9%
Insurer 0.3% 3 +25.6%
Broker-dealer 0.1% 2 +216.5%
Benefit plan 0.3% 4 +132.7%
Non-US 0.2% 7 -52.6%
Holding company 5.6% 6 +36.4%
Unknown 57.9% 51 -6.6%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

217 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
5
2.30% of filers hold it in their top 10
Mar 31, 2026: 5
Holders above 5%
3
median weight 0.001%
Mar 31, 2026: 5
Crowding
24.2%
of shares outstanding, 69th percentile
Mar 31, 2026: 21.9%
Private-fund advisers
20.8%
of shares outstanding
Institutional ownership
92.7%
98.2% of the estimated free float
Top 10 holders
73.4%
of 13F shares, Herfindahl 0.190
Active holders
+7.6%
like-for-like share change of active filers
5% stakes on record
2
0 13D, 2 13G (1 institutional, 0 passive, 1 exempt)
How long holders have held it value-weighted 15.4 quarters
Under 1 year 13.6% 1 to 3 years 17.8% 3 years or more 68.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $64,717,758 (0 buying, 1 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$9.20
estimated per share
Mar 31, 2026: $9.32
Quarter-end price
$8.57
implied by 13F values
Estimated gain or loss
-6.9%
price against the estimated cost
Estimated at a loss
50.2%
of costed 13F value

Estimated cost covers 83.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies AVAH's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 AORT Artivion, Inc. 3
2 IRTC iRhythm Holdings, Inc. 4
3 OVID Ovid Therapeutics Inc. 3
4 VIR Vir Biotechnology, Inc. 3
5 DRUG Bright Minds Biosciences Inc. 3
6 INDV Indivior Pharmaceuticals, Inc. 4
7 BLBD Blue Bird Corp 3
8 CDNA CareDx, Inc. 3
9 ANIP Ani Pharmaceuticals Inc 3
10 FSS Federal Signal Corp /De/ 4

Shareholder Targets

13F filers that own its peers but not AVAH, quarter ended Jun 30, 2026

Found through its holder-overlap peers: AORT, IRTC, OVID, VIR, DRUG, INDV, BLBD, CDNA, ANIP, FSS, WAY, ORKA, PLXS, MXL, BTSG, ZBH, WAT, FIX, APP, TSM. 4,325 filers in all.

# Filer In peers
1 Capital World Investors Adviser, Diversified active $22,655,727,294 6 held
2 Sanders Capital, LLC Registered adviser, Concentrated $12,488,008,494 1 held
3 Fisher Asset Management, LLC Adviser, Diversified active $9,018,153,805 6 held
4 VAN ECK ASSOCIATES CORP Registered adviser, Index-like $8,639,899,857 9 held
5 Capital International Investors Adviser, Diversified active $8,435,270,266 4 held
6 WCM INVESTMENT MANAGEMENT, LLC Registered adviser, Diversified active $6,644,124,013 5 held
7 Capital Research Global Investors Adviser, Diversified active $6,577,762,591 9 held
8 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $6,205,151,775 6 held
9 COATUE MANAGEMENT LLC Registered adviser, Concentrated $4,896,230,701 3 held
10 BAILLIE GIFFORD & CO Adviser, Diversified active $4,214,658,548 3 held

Fund Ownership of AVAH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 5.17% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.09% 2,384,155
Index ETFs 4.08% 8,893,469
Active ETFs 0.85% 1,854,639
Active funds 4.77% 10,406,818
Unclassified 0.54% 1,188,753
All registered funds 11.33% 24,727,834
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 122 Exempt adviser 3 Adviser 7 Bank 13 Insurer 3 Broker-dealer 2 Benefit plan 4 Non-US 7 Holding company 6 Unknown 52
Showing 100 of 222
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Bain Capital Investors LLC $699,319,541 40.33% 81,600,880
J.H. Whitney Equity Partners VII, LLC $231,921,057 13.37% 27,061,967
Nut Tree Capital Management, LP $110,747,101 6.39% 12,922,649
BlackRock, Inc. $63,504,147 3.66% 7,410,053
Ophir Asset Management Pty Ltd $43,707,000 2.52% 5,100,000
VANGUARD CAPITAL MANAGEMENT LLC $31,479,478 1.82% 3,673,218
BRAIDWELL LP $26,267,958 1.51% 3,065,106
Boston Partners $24,604,289 1.42% 2,870,979
CITADEL ADVISORS LLC $19,588,928 1.13% 2,285,756
DIMENSIONAL FUND ADVISORS LP $19,348,350 1.12% 2,257,684
MACKENZIE FINANCIAL CORP $18,061,317 1.04% 2,107,505
GEODE CAPITAL MANAGEMENT, LLC $17,686,225 1.02% 2,063,737
STATE STREET CORP $16,725,554 0.96% 1,951,640
Point72 Asset Management, L.P. $15,455,575 0.89% 1,803,451
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $14,334,799 0.83% 1,672,672
EMERALD ADVISERS, LLC $14,075,419 0.81% 1,642,406
ALGERT GLOBAL LLC $13,804,101 0.80% 1,610,747
Nuveen, LLC $13,412,451 0.77% 1,565,047
FMR LLC $13,174,308 0.76% 1,537,259
JPMORGAN CHASE & CO $12,889,388 0.74% 1,504,013
VANGUARD PORTFOLIO MANAGEMENT LLC $11,942,286 0.69% 1,393,499
MORGAN STANLEY $10,918,468 0.63% 1,274,034
TWO SIGMA INVESTMENTS, LP $10,216,888 0.59% 1,192,169
Assenagon Asset Management S.A. $10,109,136 0.58% 814,596
RAYMOND JAMES FINANCIAL INC $9,955,270 0.57% 1,161,642
Hillsdale Investment Management Inc. $8,653,386 0.50% 1,009,730
Russell Investments Group, Ltd. $8,615,255 0.50% 1,005,281
EMERALD MUTUAL FUND ADVISERS TRUST $8,288,115 0.48% 967,108
Connor, Clark & Lunn Investment Management Ltd. $7,881,203 0.45% 919,627
AMERIPRISE FINANCIAL INC $7,865,793 0.45% 917,829
Ghisallo Capital Management LLC $7,713,000 0.44% 900,000
GOLDMAN SACHS GROUP INC $7,474,984 0.43% 872,227
ACADIAN ASSET MANAGEMENT LLC $7,334,343 0.42% 855,816
NORTHERN TRUST CORP $7,181,298 0.41% 837,958
AQR CAPITAL MANAGEMENT LLC $7,159,768 0.41% 835,446
RENAISSANCE TECHNOLOGIES LLC $6,994,114 0.40% 816,116
PANAGORA ASSET MANAGEMENT INC $6,563,445 0.38% 765,863
First Eagle Investment Management, LLC $6,553,196 0.38% 764,667
FEDERATED HERMES, INC. $6,547,350 0.38% 763,985
BANK OF AMERICA CORP /DE/ $6,123,941 0.35% 714,579
Parkman Healthcare Partners LLC $6,122,845 0.35% 714,451
Woodline Partners LP $5,907,420 0.34% 689,314
FIRST TRUST ADVISORS LP $5,711,270 0.33% 666,426
Qube Research & Technologies Ltd $5,619,597 0.32% 655,729
Squarepoint Ops LLC $5,432,523 0.31% 633,900
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5,268,304 0.30% 614,738
LAZARD ASSET MANAGEMENT LLC $5,266,787 0.30% 614,561
LOS ANGELES CAPITAL MANAGEMENT LLC $5,027,247 0.29% 586,610
Allianz Asset Management GmbH $4,594,882 0.26% 536,159
VANGUARD FIDUCIARY TRUST CO $4,582,413 0.26% 534,704
VOYA INVESTMENT MANAGEMENT LLC $3,691,783 0.21% 430,780
PRUDENTIAL FINANCIAL INC $3,220,048 0.19% 375,735
Sio Capital Management, LLC $3,162,638 0.18% 369,036
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $3,047,492 0.18% 355,600
TEACHER RETIREMENT SYSTEM OF TEXAS $2,907,029 0.17% 339,210
Smith Group Asset Management, LLC $2,684,723 0.15% 313,270
NFJ INVESTMENT GROUP, LLC $2,682,383 0.15% 312,997
Schonfeld Strategic Advisors LLC $2,674,919 0.15% 312,126
UBS Group AG $2,623,550 0.15% 306,132
Inspire Investing, LLC $2,454,585 0.14% 286,416
Integrated Quantitative Investments LLC $2,378,269 0.14% 277,511
Bank of New York Mellon Corp $2,341,983 0.14% 273,277
ADAGE CAPITAL PARTNERS GP, L.L.C. $1,917,983 0.11% 223,802
LITTLEJOHN & CO LLC $1,846,877 0.11% 215,505
Trexquant Investment LP $1,846,732 0.11% 215,488
Sanctuary Advisors, LLC $1,835,291 0.11% 214,153
JACOBS LEVY EQUITY MANAGEMENT, INC $1,818,528 0.10% 212,197
Jackson Creek Investment Advisors LLC $1,716,296 0.10% 200,268
Walleye Capital LLC $1,702,327 0.10% 198,638
Cinctive Capital Management LP $1,497,813 0.09% 174,774
SEGALL BRYANT & HAMILL, LLC $1,403,106 0.08% 163,723
LPL Financial LLC $1,378,930 0.08% 160,902
Mariner, LLC $1,322,676 0.08% 154,338
Swiss National Bank $1,309,496 0.08% 152,800
PRINCIPAL FINANCIAL GROUP INC $1,300,196 0.07% 151,715
STATE OF WISCONSIN INVESTMENT BOARD $1,175,572 0.07% 137,173
Campbell & CO Investment Adviser LLC $1,137,213 0.07% 132,697
Allspring Global Investments Holdings, LLC $1,120,570 0.06% 130,755
ExodusPoint Capital Management, LP $1,092,649 0.06% 127,497
Legato Capital Management LLC $1,079,425 0.06% 125,954
BARCLAYS PLC $1,068,404 0.06% 124,668
Man Group plc $1,042,556 0.06% 121,652
F/m Investments LLC $916,715 0.05% 106,968
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $830,909 0.05% 96,956
XTX Topco Ltd $817,063 0.05% 95,340
BNP PARIBAS ARBITRAGE, SA $805,220 0.05% 93,958
ALLIANCEBERNSTEIN L.P. $796,838 0.05% 92,980
AMERICAN CENTURY COMPANIES INC $795,381 0.05% 92,810
RHUMBLINE ADVISERS $788,705 0.05% 92,031
CANADA PENSION PLAN INVESTMENT BOARD $752,446 0.04% 87,800
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $730,026 0.04% 85,184
SUSQUEHANNA INTERNATIONAL GROUP, LLP $725,879 0.04% 84,700
Engineers Gate Manager LP $715,595 0.04% 83,500
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $681,803 0.04% 79,557
Brevan Howard Capital Management LP $678,229 0.04% 79,140
DEUTSCHE BANK AG\ $663,959 0.04% 77,475
WESBANCO BANK INC $659,890 0.04% 77,000
ENVESTNET ASSET MANAGEMENT INC $656,839 0.04% 76,644
RBF Capital, LLC $642,750 0.04% 75,000
WELLS FARGO & COMPANY/MN $627,058 0.04% 73,169

Showing the top 100 of 222 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1832332 CUSIP 05356F105 13F (30d) 21 filings 21 filers Visit website Investor relations