InnovAge Holding INNV Institutional Ownership

NASDAQ INNV

$10.77 -0.04 (-0.37%)

As of: Sep 3, 2026 · 3:59 PM EDT

Institutions by Trading Activity

107 Institutions

Increased 71 66.4%

Unchanged 12 11.2%

Reduced 24 22.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

13.68%

▲+1.83 pp QoQ

Shares Held by Institutions

18.56Mn

of 135.70Mn outstanding

▲+35.45% QoQ

Shares Outstanding

135.70Mn

117.14Mn held outside 13F filers

Institutional Investors

107

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+4.86Mn

accumulated since last quarter

Value of Holdings

$201.01Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

InnovAge Holding Corp. (NASDAQ:INNV) is held by 107 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 13.7% of outstanding shares in June 2026, up from 11.8% in March 2026.
They increased total shares held in InnovAge Holding by 35.45% from the prior quarter, while the number of investors in INNV increased 72.58% year over year.
Of these 107 holders, 71 added to their stakes in InnovAge Holding, 24 trimmed positions, and 12 made no changes.
The aggregate institutional position in InnovAge Holding amounted to 18.56Mn shares as of June 2026, up by 4.86Mn shares quarter on quarter, and up 2.15Mn shares year over year.
T. Rowe Price Investment Management, Inc. holds the largest position in INNV at 6.12Mn shares as of June 30, 2026, or 4.51% of shares outstanding.
Top purchasers of INNV stock for the quarter ending June 2026 included Federated Hermes, Inc. (1.9Mn), ALGERT GLOBAL LLC (563.74K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (251.2K), BlackRock, Inc. (241.52K), ACADIAN ASSET MANAGEMENT LLC (207.67K).
The largest sales of INNV for the quarter ending June 2026 came from RENAISSANCE TECHNOLOGIES LLC (121.18K), Northern Trust Corp (91.93K), WELCH CAPITAL PARTNERS LLC/NY (64.09K), Nuveen, LLC (38.84K), Integrated Quantitative Investments LLC (33.39K).
According to Business Quant data, leading holders of INNV for June 2026 are T. Rowe Price Investment Management, Inc. (6.12Mn), Federated Hermes, Inc. (1.9Mn), BlackRock, Inc. (1.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (935.26K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (668.74K), ALGERT GLOBAL LLC (630.52K), GEODE CAPITAL MANAGEMENT, LLC (602.13K), State Street Corp (461.66K), DIMENSIONAL FUND ADVISORS LP (439.96K), ACADIAN ASSET MANAGEMENT LLC (390.85K).

Form 13F Holdings

107 Institutional Holders

Report period 30 Jun, 2026

Total shares held 18.56Mn

Of outstanding 13.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	T. Rowe Price Investment Management, Inc.	0001897612	6,124,069	4.51%	▼9,041	-0.15%	$72.57K
2	Federated Hermes, Inc.	0001056288	1,903,713	1.40%	▲1,899,133	+41,465.79%	$22.56Mn
3	BlackRock, Inc.	0002012383	1,489,609	1.10%	▲241,518	+19.35%	$17.65Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	935,264	0.69%	▲58,128	+6.63%	$11.08Mn
5	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	668,742	0.49%	▲251,204	+60.16%	$7.92Mn
6	ALGERT GLOBAL LLC	0001275218	630,520	0.46%	▲563,735	+844.10%	$7.47Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	602,127	0.44%	▲28,710	+5.01%	$7.14Mn
8	State Street Corp	0000093751	461,656	0.34%	▲30,230	+7.01%	$5.47Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	439,962	0.32%	▲203,477	+86.04%	$5.21Mn
10	ACADIAN ASSET MANAGEMENT LLC	0000916542	390,850	0.29%	▲207,669	+113.37%	$4.63K
11	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	314,585	0.23%	▲42,045	+15.43%	$3.73Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	249,633	0.18%	▼121,184	-32.68%	$2.96Mn
13	RITHOLTZ WEALTH MANAGEMENT	0001698218	243,633	0.18%	▼4,439	-1.79%	$2.89Mn
14	Goldman Sachs Group Inc	0000886982	217,609	0.16%	▲38,368	+21.41%	$2.58Mn
15	ALLIANCEBERNSTEIN L.P.	0001109448	212,156	0.16%	▲52,186	+32.62%	$1.70Mn
16	LOS ANGELES CAPITAL MANAGEMENT LLC	0001177206	203,785	0.15%	▲203,785	0.00%	$2.41Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	186,580	0.14%	▲6,992	+3.89%	$2.21Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	186,580	0.14%	▲186,580	0.00%	$2.21Mn
18	Northern Trust Corp	0000073124	175,208	0.13%	▼91,929	-34.41%	$2.08Mn
19	Nuveen, LLC	0001871926	166,622	0.12%	▼38,840	-18.90%	$1.97Mn

Showing 1 to 20 of 107 holders