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INNV

InnovAge Holding Corp.
$12.11 +0.12 (+1.00%) At close · Jul 6
Market Cap
$1.59B
Shares
135,736,393

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.

Holders: 103
Total Value: $127,576,876
Total Shares: 15,907,349
Showing 1–100 of 103 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 103 13F filers · Δ vs Dec 31, 2025
Top Holder
38.6%
Jun 2023 → Mar 2026 · range 28.1% – 40.0%
−1.5 pts
Top 5
62.5%
Jun 2023 → Mar 2026 · range 62.5% – 84.7%
−15.9 pts
Top 10
75.2%
Jun 2023 → Mar 2026 · range 75.2% – 95.3%
−13.3 pts
HHI
1,696
Jun 2023 → Mar 2026 · range 1,696 – 2,135
Moderately concentrated−439

Quarterly Activity

vs Dec 31, 2025
New
34
Increased
37
Decreased
21
Sold Out
9
Unchanged
11
Holder count: +25
Institutional value: +59.4%
Shares held: +3.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega DIMENSIONAL FUND ADVISORS LP +187,567 236,485
Large RENAISSANCE TECHNOLOGIES LLC +186,117 370,817
Mega Nuveen, LLC +162,225 205,462
Mega ALLIANCEBERNSTEIN L.P. +121,070 159,970
Large ACADIAN ASSET MANAGEMENT LLC +117,919 183,181

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Coliseum Capital Management, LLC −1,858,112 1,114,809
Small WELCH CAPITAL PARTNERS LLC/NY −203,600 200,501
Mega CITADEL ADVISORS LLC −65,115 12,400
Mega JANE STREET GROUP, LLC −45,208 45,673
Mega T. Rowe Price Investment Management, Inc. −35,220 6,133,110

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 877,136 $7,034,630
Mid Hillsdale Investment Management Inc. 529,984 $4,250,471
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 417,538 $3,348,654
Small Inspire Investing, LLC 198,320 $1,590,526
Mega VANGUARD FIDUCIARY TRUST CO 140,507 $1,126,866

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 1,140,223 $5,917,756
Large MARSHALL WACE, LLP 291,286 $1,511,773
Large Assenagon Asset Management S.A. 32,676 $169,588
Large LOS ANGELES CAPITAL MANAGEMENT LLC 29,750 $154,402
Large Squarepoint Ops LLC 25,780 $133,798
Filter: New 34 Increased 37 Reduced 21 Sold out 9 Unchanged 11
Showing 100 of 103
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega T. Rowe Price Investment Management, Inc. $49,187,542 38.56% 6,133,110
Mega BlackRock, Inc. $10,009,686 7.85% 1,248,091
Mid Coliseum Capital Management, LLC $8,940,768 7.01% 1,114,809
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,034,630 5.51% 877,136
Mega GEODE CAPITAL MANAGEMENT, LLC $4,598,803 3.60% 573,417
Mid Hillsdale Investment Management Inc. $4,250,471 3.33% 529,984
Mega STATE STREET CORP $3,460,036 2.71% 431,426
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,348,654 2.62% 417,538
Large RENAISSANCE TECHNOLOGIES LLC $2,973,952 2.33% 370,817
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,185,770 1.71% 272,540
Mega NORTHERN TRUST CORP Bank $2,142,437 1.68% 267,137
Mid RITHOLTZ WEALTH MANAGEMENT $1,989,537 1.56% 248,072
Mega DIMENSIONAL FUND ADVISORS LP $1,896,608 1.49% 236,485
Mega Nuveen, LLC $1,647,804 1.29% 205,462
Small WELCH CAPITAL PARTNERS LLC/NY $1,608,018 1.26% 200,501
Small Inspire Investing, LLC $1,590,526 1.25% 198,320
Large ACADIAN ASSET MANAGEMENT LLC $1,469,111 1.15% 183,181
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,440,295 1.13% 179,588
Mega GOLDMAN SACHS GROUP INC $1,437,512 1.13% 179,241
Mega ALLIANCEBERNSTEIN L.P. $1,282,959 1.01% 159,970
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,126,866 0.88% 140,507
Mega JANUS HENDERSON GROUP PLC $971,358 0.76% 121,117
Mega TWO SIGMA INVESTMENTS, LP $766,118 0.60% 95,526
Large PRUDENTIAL FINANCIAL INC $627,845 0.49% 78,285
Small Integrated Quantitative Investments LLC $543,908 0.43% 67,819
Mid Legato Capital Management LLC $543,908 0.43% 67,819
Mid ALGERT GLOBAL LLC $535,615 0.42% 66,785
Small GWN SECURITIES INC. Broker-Dealer $535,567 0.42% 66,779
Large STATE OF WISCONSIN INVESTMENT BOARD $531,236 0.42% 66,239
Large LAZARD ASSET MANAGEMENT LLC $516,295 0.40% 64,376
Large STRS OHIO $514,884 0.40% 64,200
Large Trexquant Investment LP $443,056 0.35% 55,244
Mega BANK OF AMERICA CORP /DE/ Bank $427,521 0.34% 53,307
Mega AMERIPRISE FINANCIAL INC $405,876 0.32% 50,608
Large Point72 Asset Management, L.P. $403,919 0.32% 50,364
Mega JANE STREET GROUP, LLC $366,297 0.29% 45,673
Mega Bank of New York Mellon Corp Bank $353,722 0.28% 44,105
Mid OCCUDO QUANTITATIVE STRATEGIES LP $330,608 0.26% 41,223
Large Centiva Capital, LP $325,860 0.26% 40,631
Mega AQR CAPITAL MANAGEMENT LLC $301,982 0.24% 37,654
Large ZACKS INVESTMENT MANAGEMENT $287,974 0.23% 35,907
Mid GSA CAPITAL PARTNERS LLP $274,957 0.22% 34,284
Micro Verdad Advisers, LP $253,760 0.20% 31,641
Mid XTX Topco Ltd $250,127 0.20% 31,188
Mid Engineers Gate Manager LP $243,006 0.19% 30,300
Small Dynamic Technology Lab Private Ltd $213,572 0.17% 26,630
Mega RHUMBLINE ADVISERS $193,723 0.15% 24,155
Mega MORGAN STANLEY $185,052 0.15% 23,074
Mega MILLENNIUM MANAGEMENT LLC $177,763 0.14% 22,165
Mid PRELUDE CAPITAL MANAGEMENT, LLC $147,527 0.12% 18,395
Mega PRICE T ROWE ASSOCIATES INC /MD/ $146,413 0.11% 18,256
Small D'Orazio & Associates, Inc. $146,012 0.11% 18,206
Mega RAYMOND JAMES FINANCIAL INC $145,169 0.11% 18,101
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $144,736 0.11% 18,047
Small Kathmere Capital Management, LLC $124,582 0.10% 15,534
Mega AMERICAN CENTURY COMPANIES INC $121,174 0.09% 15,109
Mega UBS Group AG $104,243 0.08% 12,998
Small Baron Wealth Management LLC $103,931 0.08% 12,959
Mega DEUTSCHE BANK AG\ Bank $102,454 0.08% 12,775
Mega CITADEL ADVISORS LLC $99,448 0.08% 12,400
Large MetLife Investment Management, LLC $97,755 0.08% 12,189
Mega BNP PARIBAS ARBITRAGE, SA $93,280 0.07% 11,631
Large CIBC Asset Management Inc $88,797 0.07% 11,072
Small Polymer Capital Management (US) LLC $86,960 0.07% 10,843
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $77,112 0.06% 9,615
Mega JPMORGAN CHASE & CO $68,249 0.05% 8,510
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $64,689 0.05% 8,066
Mega WELLS FARGO & COMPANY/MN $60,390 0.05% 7,530
Mega Vanguard Global Advisers, LLC $53,349 0.04% 6,652
Mid State of Alaska, Department of Revenue $52,571 0.04% 6,555
Mega FMR LLC $47,630 0.04% 5,939
Large Police & Firemen's Retirement System of New Jersey Pension $39,923 0.03% 4,978
Large FEDERATED HERMES, INC. $36,731 0.03% 4,580
Mega BARCLAYS PLC $32,031 0.03% 3,994
Large Russell Investments Group, Ltd. $24,348 0.02% 3,036
Large CWM, LLC $21,573 0.02% 2,690
Mid Tower Research Capital LLC (TRC) $20,218 0.02% 2,521
Mega CITIGROUP INC $15,702 0.01% 1,958
Mega Legal & General Group Plc $13,056 0.01% 1,628
Small Costello Asset Management, INC $12,431 0.01% 1,550
Mid Ameritas Investment Partners, Inc. $11,524 0.01% 1,437
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $8,781 0.01% 1,095
Mid Sterling Capital Management LLC $3,713 0.00% 463
Mid SIMPLEX TRADING, LLC $3,697 0.00% 461
Large OSAIC HOLDINGS, INC. $1,844 0.00% 230
Mid Optiver Holding B.V. $1,539 0.00% 192
Mid GAMMA Investing LLC $1,211 0.00% 151
Small Essential Partners LLC $1,146 0.00% 143
Mid EverSource Wealth Advisors, LLC $825 0.00% 103
Large NISA INVESTMENT ADVISORS, LLC $593 0.00% 74
Mid Allworth Financial LP $561 0.00% 70
Mid Arax Advisory Partners $272 0.00% 34
Mid ROTHSCHILD INVESTMENT LLC $264 0.00% 33
Small Basecamp Wealth Advisors LLC $200 0.00% 25
Large US BANCORP \DE\ Bank $176 0.00% 22
Mega PNC FINANCIAL SERVICES GROUP, INC. $160 0.00% 20
Mega ROYAL BANK OF CANADA Bank $120 0.00% 15
Small Root Financial Partners, LLC $88 0.00% 11
Mid Farther Finance Advisors, LLC $80 0.00% 10
Micro True Wealth Design, LLC $48 0.00% 6
Key facts CIK 1834376 CUSIP 45784A104 13F (30d) 1 filings 1 filers Visit website Investor relations

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