InnovAge Holding Corp. (INNV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

132,725,000Shares Outstanding

137,795Shares held by institutions

$1,168,502Value of institutional holdings

8.65%Institutional ownership %

-20.77%Shares Changed QoQ

73No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for InnovAge Holding Corp. (NASDAQ:INNV) includes 73 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in InnovAge Holding edged down to 8.7% in December 2025, compared to 12.3% in September 2025.
Institutional share ownership changed by -20.77% QoQ, while the number of institutional owners saw an increase of 40.38% YoY.
The latest 13F cycle for InnovAge Holding reveals that of 73 total investors, 44 funds grew their exposure, whereas 19 reduced theirs and 10 made no changes.
This class of investors decreased its holdings in InnovAge Holding to 11.49Mn shares for the 13F-cycle ending December 2025, down by 3.01Mn shares quarter on quarter, and down 4.52Mn shares year over year.
Coliseum Capital Management, LLC continues to be the largest institutional holder of InnovAge Holding as of December 31, 2025, with a position of 2.97Mn shares, representing 2.24% of the company's outstanding stock.
Among the most significant buyers of InnovAge Holding during December 2025 were MARSHALL WACE, LLP (291.29K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (227.39K), RITHOLTZ WEALTH MANAGEMENT (165.07K), GOLDMAN SACHS GROUP INC (73.26K), ACADIAN ASSET MANAGEMENT LLC (65.26K).
Leading sellers of InnovAge Holding stock in December 2025 included T. Rowe Price Investment Management, Inc. (3.29Mn), Coliseum Capital Management, LLC (903.30K), WELCH CAPITAL PARTNERS LLC/NY (42.88K), NORTHERN TRUST CORP (22.57K), BlackRock, Inc. (16.60K).
The top 10 institutional holders of InnovAge Holding for the quarter ending December 2025 included Coliseum Capital Management, LLC (2.97Mn), T. Rowe Price Investment Management, Inc. (2.30Mn), BlackRock, Inc. (1.26Mn), VANGUARD GROUP INC (1.14Mn), GEODE CAPITAL MANAGEMENT, LLC (552.77K), WELCH CAPITAL PARTNERS LLC/NY (404.10K), STATE STREET CORP (365.87K), MARSHALL WACE, LLP (291.29K), NORTHERN TRUST CORP (259.86K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (238.88K).

73 Institutional Holders

137,795 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Coliseum Capital Management, LLC	31 Dec, 2025	2,972,921	-903,298	-23.30%	$15,429,460.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	2,296,023	-3,294,749	-58.93%	$11,917.00
BlackRock, Inc.	31 Dec, 2025	1,261,898	-16,604	-1.30%	$6,549,250.00
VANGUARD GROUP INC	31 Dec, 2025	1,140,223	15,902	1.41%	$5,917,757.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	552,775	-704	-0.13%	$2,869,609.00
WELCH CAPITAL PARTNERS LLC/NY	31 Dec, 2025	404,101	-42,884	-9.59%	$2,097.00
STATE STREET CORP	31 Dec, 2025	365,866	22,598	6.58%	$1,898,845.00
MARSHALL WACE, LLP	31 Dec, 2025	291,286	291,286	0.00%	$1,511,775.00
NORTHERN TRUST CORP	31 Dec, 2025	259,856	-22,570	-7.99%	$1,348,652.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	238,881	227,387	1,978.31%	$1,239,792.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	184,700	33,800	22.40%	$958,593.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	171,487	-133	-0.08%	$890,018.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	165,066	165,066	0.00%	$856,693.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	116,152	73,261	170.81%	$602,829.00
STRS OHIO	31 Dec, 2025	97,400	34,900	55.84%	$505,506.00
JANE STREET GROUP, LLC	31 Dec, 2025	90,881	48,186	112.86%	$471,672.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	65,262	65,262	0.00%	$336.00
CITADEL ADVISORS LLC	31 Dec, 2025	62,715	-3,175	-4.82%	$325,491.00
GWN SECURITIES INC.	31 Dec, 2025	57,183	57,183	0.00%	$296,780.00
MORGAN STANLEY	31 Dec, 2025	49,809	32,904	194.64%	$258,508.00

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