InnovAge Holding Corp.
INNV- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001834376
No open-market purchases or sales by InnovAge Holding Corp. insiders were filed in the last 90 days; 106 institutions reported holding it in 13F filings for Q2 2026, worth $217.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in InnovAge Holding Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 106
- +6 vs. Q1 2026
- Shares held
- 18.4M
- +2.53M (+16.0%) vs. Q1 2026
- Total value
- $217.5M
- +$90.5M (+71.3%) vs. Q1 2026
- New holders
- 25
- 45 more added
- Sold out
- 19
- 24 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INNV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 106 | $217.5M |
| Q1 2026 | 103 | $128.0M |
| Q4 2025 | 78 | $91.8M |
| Q3 2025 | 65 | $84.6M |
| Q2 2025 | 64 | $60.7M |
| Q1 2025 | 57 | $48.3M |
| Q4 2024 | 51 | $62.9M |
| Q3 2024 | 47 | $96.2M |
| Q2 2024 | 45 | $83.3M |
| Q1 2024 | 47 | $74.3M |
| Q4 2023 | 45 | $100.3M |
| Q3 2023 | 48 | $99.1M |
| Q2 2023 | 50 | $123.4M |
| Q1 2023 | 51 | $135.4M |
| Q4 2022 | 54 | $123.2M |
| Q3 2022 | 55 | $99.2M |
| Q2 2022 | 52 | $73.8M |
| Q1 2022 | 59 | $113.5M |
| Q4 2021 | 61 | $75.2M |
| Q3 2021 | 68 | $101.9M |
| Q2 2021 | 73 | $427.8M |
| Q1 2021 | 73 | $491.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,124,069 | $72.6M | 0.05% | −9,041−0.1% | Reduced |
| Federated Hermes, Inc. | 1,903,713 | $22.6M | 0.03% | +1,899,133+41,465.8% | Added |
| BlackRock, Inc. | 1,489,609 | $17.7M | 0.00% | +241,518+19.4% | Added |
| Vanguard Capital Management LLC | 935,264 | $11.1M | 0.00% | +58,128+6.6% | Added |
| Arrowstreet Capital, Limited Partnership | 668,742 | $7.92M | 0.00% | +251,204+60.2% | Added |
| Algert Global LLC | 630,520 | $7.47M | 0.09% | +563,735+844.1% | Added |
| Geode Capital Management, LLC | 602,127 | $7.14M | 0.00% | +28,710+5.0% | Added |
| State Street Corp | 461,656 | $5.47M | 0.00% | +30,230+7.0% | Added |
| Dimensional Fund Advisors LP | 439,962 | $5.21M | 0.00% | +203,477+86.0% | Added |
| Acadian Asset Management LLC | 390,850 | $4.63M | 0.01% | +207,669+113.4% | Added |
| O'Shaughnessy Asset Management, LLC | 314,585 | $3.73M | 0.02% | +42,045+15.4% | Added |
| Renaissance Technologies LLC | 249,633 | $2.96M | 0.00% | −121,184−32.7% | Reduced |
| Ritholtz Wealth Management | 243,633 | $2.89M | 0.04% | −4,439−1.8% | Reduced |
| Goldman Sachs Group Inc | 217,609 | $2.58M | 0.00% | +38,368+21.4% | Added |
| Los Angeles Capital Management LLC | 203,785 | $2.41M | 0.01% | +203,785 | New |
| Charles Schwab Investment Management Inc | 186,580 | $2.21M | 0.00% | +6,992+3.9% | Added |
| Northern Trust Corp | 175,208 | $2.08M | 0.00% | −91,929−34.4% | Reduced |
| Nuveen, LLC | 166,622 | $1.97M | 0.00% | −38,840−18.9% | Reduced |
| Qube Research & Technologies Ltd | 156,641 | $1.86M | 0.00% | +156,641 | New |
| Vanguard Fiduciary Trust Co | 156,084 | $1.85M | 0.00% | +15,577+11.1% | Added |
| Vanguard Portfolio Management LLC | 151,917 | $1.80M | 0.00% | +33,277+28.0% | Added |
| Millennium Management LLC | 148,840 | $1.76M | 0.00% | +126,675+571.5% | Added |
| Alliancebernstein L.P. | 212,156 | $1.70M | 0.00% | +52,186+32.6% | Added |
| State of Wisconsin Investment Board | 142,822 | $1.69M | 0.00% | +76,583+115.6% | Added |
| Welch Capital Partners LLC | 136,408 | $1.62M | 0.32% | −64,093−32.0% | Reduced |
| Prudential Financial Inc | 132,865 | $1.57M | 0.00% | +54,580+69.7% | Added |
| Two Sigma Investments, LP | 114,798 | $1.36M | 0.00% | +19,272+20.2% | Added |
| AQR Capital Management LLC | 98,525 | $1.17M | 0.00% | +60,871+161.7% | Added |
| Ameriprise Financial Inc | 96,598 | $1.14M | 0.00% | +45,990+90.9% | Added |
| SG Americas Securities, LLC | 85,215 | $1.01M | 0.00% | +85,215 | New |
| STRS Ohio | 69,800 | $827.1K | 0.00% | +5,600+8.7% | Added |
| GWN Securities Inc. | 68,403 | $810.6K | 0.14% | +1,624+2.4% | Added |
| Morgan Stanley | 67,174 | $796.0K | 0.00% | +44,100+191.1% | Added |
| Occudo Quantitative Strategies LP | 63,259 | $749.6K | 0.04% | +22,036+53.5% | Added |
| Man Group plc | 59,252 | $702.1K | 0.00% | +59,252 | New |
| Trexquant Investment LP | 59,225 | $701.8K | 0.00% | +3,981+7.2% | Added |
| State Board of Administration of Florida Retirement System | 55,338 | $655.8K | 0.00% | +55,338 | New |
| Panagora Asset Management Inc | 52,315 | $619.9K | 0.00% | +52,315 | New |
| XTX Topco Ltd | 48,918 | $579.7K | 0.01% | +17,730+56.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,165 | $570.8K | 0.00% | +48,165 | New |
| Bank of New York Mellon Corp | 44,020 | $521.6K | 0.00% | −85−0.2% | Reduced |
| Russell Investments Group, Ltd. | 42,574 | $504.5K | 0.00% | +39,538+1,302.3% | Added |
| Verdad Advisers, LP | 42,139 | $499.3K | 0.48% | +10,498+33.2% | Added |
| Gsa Capital Partners LLP | 41,977 | $497.0K | 0.03% | +7,693+22.4% | Added |
| Zacks Investment Management | 35,907 | $425.5K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 34,428 | $408.0K | 0.03% | −33,391−49.2% | Reduced |
| Integrated Quantitative Investments LLC | 34,428 | $408.0K | 0.07% | −33,391−49.2% | Reduced |
| UBS Group AG | 32,688 | $387.4K | 0.00% | +19,690+151.5% | Added |
| American Century Companies Inc | 31,439 | $372.6K | 0.00% | +16,330+108.1% | Added |
| Bank of America Corp | 29,833 | $353.5K | 0.00% | −23,474−44.0% | Reduced |
| Arlington Capital Management, Inc. | 29,698 | $351.9K | 0.22% | +29,698 | New |
| Prelude Capital Management, LLC | 25,363 | $300.6K | 0.02% | +6,968+37.9% | Added |
| Rhumbline Advisers | 24,525 | $290.6K | 0.00% | +370+1.5% | Added |
| Deutsche Bank AG | 21,840 | $258.8K | 0.00% | +9,065+71.0% | Added |
| Brevan Howard Capital Management LP | 20,726 | $245.6K | 0.00% | +20,726 | New |
| Wells Fargo & Company | 20,032 | $237.4K | 0.00% | +12,502+166.0% | Added |
| Martingale Asset Management L P | 19,483 | $230.9K | 0.01% | +19,483 | New |
| Point72 Asset Management, L.P. | 19,014 | $225.3K | 0.00% | −31,350−62.2% | Reduced |
| CI Private Wealth, LLC | 18,377 | $217.8K | 0.00% | +18,377 | New |
| Price T Rowe Associates Inc | 18,256 | $217.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 17,671 | $209.4K | 0.02% | −535−2.9% | Reduced |
| Virtus ETF Advisers LLC | 17,427 | $206.5K | 0.08% | +17,427 | New |
| Invesco Ltd. | 17,126 | $202.9K | 0.00% | +17,126 | New |
| Kathmere Capital Management, LLC | 15,429 | $182.8K | 0.01% | −105−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,831 | $152.0K | 0.00% | +12,831 | New |
| JPMorgan Chase & Co | 12,938 | $150.2K | 0.00% | +4,428+52.0% | Added |
| MetLife Investment Management | 12,189 | $144.4K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 12,123 | $143.7K | 0.01% | +12,123 | New |
| GWM Advisors LLC | 11,985 | $142.0K | 0.00% | +11,985 | New |
| Citigroup Inc | 10,285 | $121.9K | 0.00% | +8,327+425.3% | Added |
| Franklin Resources Inc | 10,250 | $121.5K | 0.00% | +10,250 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,112 | $119.8K | 0.00% | +497+5.2% | Added |
| New York State Common Retirement Fund | 8,066 | $95.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,652 | $78.8K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,555 | $77.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $59.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,806 | $57.0K | 0.00% | −1,133−19.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,810 | $45.1K | 0.00% | −7,821−67.2% | Reduced |
| Barclays PLC | 3,606 | $42.7K | 0.00% | −388−9.7% | Reduced |
| Legal & General Group Plc | 2,142 | $25.4K | 0.00% | +514+31.6% | Added |
| Costello Asset Management, INC | 1,550 | $18.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,437 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,129 | $13.4K | 0.00% | −1,392−55.2% | Reduced |
| Royal Bank of Canada | 1,022 | $12.0K | 0.00% | +1,007+6,713.3% | Added |
| Quarry LP | 431 | $5.11K | 0.00% | +431 | New |
| SRS Capital Advisors, Inc. | 427 | $5.06K | 0.00% | +393+1,155.9% | Added |
| Clear Street Markets LLC | 421 | $4.99K | 0.00% | +421 | New |
| California State Teachers Retirement System | 284 | $3.37K | 0.00% | −811−74.1% | Reduced |
| Advisor Group Holdings, Inc. | 230 | $2.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 127 | $1.50K | 0.00% | −24−15.9% | Reduced |
| Allworth Financial LP | 120 | $1.42K | 0.00% | +50+71.4% | Added |
| EverSource Wealth Advisors, LLC | 114 | $1.35K | 0.00% | +11+10.7% | Added |
| Essential Partners LLC | 108 | $1.28K | 0.00% | −35−24.5% | Reduced |
| Covestor Ltd | 60 | $1.00K | 0.00% | +60 | New |
| Sterling Capital Management LLC | 77 | $912 | 0.00% | −386−83.4% | Reduced |
| Nisa Investment Advisors, LLC | 74 | $877 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $640 | 0.00% | +54 | New |
| SBI Securities Co., Ltd. | 17 | $201 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 12 | $142 | 0.00% | +2+20.0% | Added |
| The PNC Financial Services Group, Inc. | 10 | $119 | 0.00% | −10−50.0% | Reduced |