InnovAge Holding INNV Institutional Ownership

NASDAQ INNV

$9.16 +0.02 (+0.22%)

As of: Oct 22, 2026 · 10:32 AM EDT

Institutions by Trading Activity

106 Institutions

Increased 70 66.0%

Unchanged 12 11.3%

Reduced 24 22.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

13.51%

▲+1.76 pp QoQ

Shares Held by Institutions

18.37Mn

of 136.02Mn outstanding

▲+15.20% QoQ

Shares Outstanding

136.02Mn

117.65Mn held outside 13F filers

Institutional Investors

106

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+2.42Mn

accumulated since last quarter

Value of Holdings

$168.12Mn

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

Updated Oct 10, 2026

InnovAge Holding Corp. (NASDAQ:INNV) appeared in the 13F filings of 106 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 13.51% of outstanding shares in Q2 2026, up from 11.75% in Q1 2026.
Total shares held in InnovAge Holding rose 15.20% versus Q1 2026, while the number of holders rose 79.66% versus Q2 2025.
Of these 106 holders, 70 added to their positions, 24 reduced their stakes and 12 left their positions unchanged.
The aggregate institutional position in InnovAge Holding was 18.37Mn shares at the end of Q2 2026, up 2.42Mn from the prior quarter and up 2.15Mn from a year earlier.
T. Rowe Price Investment Management, Inc. led 13F holders of INNV with 6.12Mn shares as of June 30, 2026, or 4.50% of shares outstanding.
The biggest increases in INNV positions during Q2 2026 came from Federated Hermes, Inc. (+1.9Mn shares), Algert Global LLC (+563.74K shares), Arrowstreet Capital, Limited Partnership (+251.2K shares), BlackRock, Inc. (+241.52K shares) and Acadian Asset Management LLC (+207.67K shares).
Among holders that kept a stake in InnovAge Holding, the biggest sellers in Q2 2026 were Renaissance Technologies LLC (-121.18K shares), Northern Trust Corp (-91.93K shares), Welch Capital Partners LLC (-64.09K shares), Nuveen, LLC (-38.84K shares) and Integrated Quantitative Investments LLC (-33.39K shares).
Business Quant data shows the 10 biggest positions in InnovAge Holding as of Q2 2026 were held by T. Rowe Price Investment Management, Inc. (6.12Mn shares), Federated Hermes, Inc. (1.9Mn shares), BlackRock, Inc. (1.49Mn shares), Vanguard Capital Management LLC (935.26K shares), Arrowstreet Capital, Limited Partnership (668.74K shares), Algert Global LLC (630.52K shares), Geode Capital Management, LLC (602.13K shares), State Street Corp (461.66K shares), Dimensional Fund Advisors LP (439.96K shares) and Acadian Asset Management LLC (390.85K shares).

Form 13F Holdings

106 Institutional Holders

Report period 30 Jun, 2026

Total shares held 18.37Mn

Of outstanding 13.51%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	T. Rowe Price Investment Management, Inc.	0001897612	6,124,069	4.50%	▼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
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
20	Qube Research & Technologies Ltd	0001729829	156,641	0.12%	▲156,641	0.00%	$1.86Mn

Showing 1 to 20 of 106 holders