INNV · InnovAge Holding Corp. · Shareholders & Ownership

$9.55 +0.03 (+0.32%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$1.30B

136.45M

Volume · Oct 23 460.87K Avg daily vol (3M) 500.95K

Every disclosed holder of INNV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns INNV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	109	18,540,098	13.59%	Yes
Insiders (Forms 3, 4, 5)	17	309,592,419	226.89%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	191,681,092	-140.48%	Negative
Registered funds (N-PORT, not summed)	125	9,524,904	6.98%	No

Shares outstanding: 136,451,425, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of INNV

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	IGNITE AGGREGATOR LP Insider CIK 1844959 · Sep 24, 2026 10% Owner, issuer-wide	102,576,555	75.17%	-10,000,000	Sep 24, 2026	10% Owner, issuer-wide
2	TCO GROUP HOLDINGS, L.P. Insider CIK 1844765 · Sep 24, 2026 10% Owner, issuer-wide	102,576,555	75.17%	-10,000,000	Sep 24, 2026	10% Owner, issuer-wide
2.1	TCO Group Holdings, L.P. 13G CIK 1844765 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor, not summed	112,988,070	82.80%	—	Sep 30, 2024	Rule 13d-1(d), exempt investor, not summed
3	Welsh, Carson, Anderson & Stowe XII, L.P. Insider CIK 1626317 · Sep 24, 2026 10% Owner, issuer-wide	102,576,555	75.17%	-10,000,000	Sep 24, 2026	10% Owner, issuer-wide
4	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,124,069	4.49%	-9,041	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,903,713	1.40%	+1,899,133	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,489,609	1.09%	+241,518	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	582,790	0.43%	+106,651	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	206,238	0.15%	+150,067	Jun 30, 2026	iShares Trust, not summed
6.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	40,219	0.03%	+12,579	Jun 30, 2026	Quantitative Master Series LLC, not summed
6.4	iShares Morningstar Small-Cap Growth ETF Fund S000004434 · Registered fund · Jul 31, 2026 iShares Trust, not summed	8,280	0.01%	—	Jul 31, 2026	iShares Trust, not summed
6.5	BlackRock Small Cap Index V.I. Fund Fund S000059910 · Registered fund · Jun 30, 2026 BlackRock Variable Series Funds, Inc., not summed	3,537	0.00%	+1,351	Jun 30, 2026	BlackRock Variable Series Funds, Inc., not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	935,264	0.69%	+58,128	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	900,029	0.66%	—	Jul 31, 2026	Federated Hermes MDT Series, not summed
9	BLAIR PATRICK T Insider CIK 1896463 · Jul 27, 2026 CHIEF EXECUTIVE OFFICER, issuer-wide	751,047	0.55%	+78,397	Jul 27, 2026	CHIEF EXECUTIVE OFFICER, issuer-wide
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,742	0.49%	+251,204	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	665,122	0.49%	+49,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	630,520	0.46%	+563,735	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	602,127	0.44%	+28,710	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	461,656	0.34%	+30,230	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,780	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	473	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,962	0.32%	+203,477	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	127,972	0.09%	+22,951	Jul 31, 2026	Dimensional ETF Trust, not summed
15.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	76,007	0.06%	+43,982	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,703	0.04%	+26,954	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,161	0.01%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	13,858	0.01%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	390,850	0.29%	+207,669	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	359,593	0.26%	+358,185	Jun 30, 2026	Bridge Builder Trust, not summed
18	Federated Hermes MDT Small Cap Growth Fund Fund S000012973 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	342,790	0.25%	—	Jul 31, 2026	Federated Hermes MDT Series, not summed
19	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,585	0.23%	+42,045	Jun 30, 2026	carried, not yet filed for the newest quarter
20	DAMATO NICOLE Insider CIK 1884895 · Sep 25, 2026 CHIEF LEGAL OFFICER, issuer-wide	304,897	0.22%	-23,814	Sep 25, 2026	CHIEF LEGAL OFFICER, issuer-wide
21	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,633	0.18%	-121,184	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	243,898	0.18%	-877	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,633	0.18%	-4,439	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Inspire Fidelis Multi Factor ETF Fund S000076870 · Registered fund · May 31, 2026 Northern Lights Fund Trust IV, not summed	220,360	0.16%	—	May 31, 2026	Northern Lights Fund Trust IV, not summed
25	Small Cap Value Portfolio Fund S000000049 · Registered fund · Jun 30, 2026 NORTHWESTERN MUTUAL SERIES FUND INC, not summed	218,886	0.16%	0	Jun 30, 2026	NORTHWESTERN MUTUAL SERIES FUND INC, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	217,609	0.16%	+38,368	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	51,330	0.04%	+19,832	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
27	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,156	0.16%	+52,186	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	171,786	0.13%	+46,616	Jun 30, 2026	Bernstein Fund Inc, not summed
28	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,785	0.15%	+203,785	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,580	0.14%	+6,992	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,592	0.08%	-1,526	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	53,371	0.04%	+8,875	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,000	0.01%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	12,684	0.01%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	175,208	0.13%	-91,929	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,367	0.01%	-483	Jun 30, 2026	Northern Funds, not summed
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	166,622	0.12%	-38,840	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	115,418	0.08%	-30,410	Jun 30, 2026	College Retirement Equities Fund, not summed
31.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	29,093	0.02%	+7,610	Jul 31, 2026	TIAA-CREF Funds, not summed
31.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,092	0.02%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	316	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
32	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,641	0.11%	+156,641	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	156,084	0.11%	+15,577	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,917	0.11%	+33,277	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,840	0.11%	+126,675	Jun 30, 2026	carried, not yet filed for the newest quarter
36	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	142,822	0.10%	+76,583	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELCH CAPITAL PARTNERS LLC/NY 13F CIK 1042063 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,408	0.10%	-64,093	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	132,865	0.10%	+54,580	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SCARBROUGH MICHAEL ANTHONY Insider CIK 2041976 · Nov 14, 2025 President and COO, issuer-wide	119,617	0.09%	-33,000	Nov 14, 2025	President and COO, issuer-wide
40	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,798	0.08%	+19,272	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	104,533	0.08%	+4,633	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	ZORETIC RICHARD C Insider CIK 1263714 · Jul 1, 2026 Director, issuer-wide	102,349	0.08%	+8,539	Jul 1, 2026	Director, issuer-wide
43	NORTH SQUARE DYNAMIC SMALL CAP FUND Fund S000063485 · Registered fund · May 31, 2026 Exchange Place Advisors Trust, not summed	100,715	0.07%	—	May 31, 2026	Exchange Place Advisors Trust, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,525	0.07%	+60,871	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,598	0.07%	+45,990	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CARLSON JAMES G Insider CIK 1024376 · Jul 1, 2026 Director, issuer-wide	95,889	0.07%	+8,539	Jul 1, 2026	Director, issuer-wide
47	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	85,215	0.06%	+85,215	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SMALL CAP EQUITY FUND Fund S000001160 · Registered fund · Jun 30, 2026 GuideStone Funds, not summed	83,845	0.06%	—	Jun 30, 2026	GuideStone Funds, not summed
49	Kennedy Edward Moore Jr. Insider CIK 1753859 · Jul 1, 2026 Director, issuer-wide	76,696	0.06%	+8,539	Jul 1, 2026	Director, issuer-wide
50	ARGENT CAPITAL MANAGEMENT LLC 13F CIK 1120926 · Registered investment adviser · Sep 30, 2026	74,112	0.05%	+74,112	Sep 30, 2026

8 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 206 holders

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Key facts CIK 1834376 CUSIP 45784A104 13F (30d) 14 filings 14 filers Visit website Investor relations