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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, Q4 2024

Institutional positions in InnovAge Holding Corp. as of Dec 31, 2024. 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
51
+4 vs. Q3 2024
Shares held
16.0M
−2.19K (0.0%) vs. Q3 2024
Total value
$62.9M
−$33.1M (−34.5%) vs. Q3 2024
New holders
9
18 more added
Sold out
5
11 more reduced

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 51 institutions
Q1 2021: 73 institutionsQ2 2021: 73 institutionsQ3 2021: 68 institutionsQ4 2021: 61 institutionsQ1 2022: 59 institutionsQ2 2022: 52 institutionsQ3 2022: 55 institutionsQ4 2022: 54 institutionsQ1 2023: 51 institutionsQ2 2023: 50 institutionsQ3 2023: 48 institutionsQ4 2023: 45 institutionsQ1 2024: 47 institutionsQ2 2024: 45 institutionsQ3 2024: 47 institutionsQ4 2024: 51 institutionsQ1 2025: 57 institutionsQ2 2025: 64 institutionsQ3 2025: 65 institutionsQ4 2025: 78 institutionsQ1 2026: 103 institutionsQ2 2026: 106 institutions
Value heldQ4 2024: $62.9M
Q1 2021: $491.0MQ2 2021: $427.8MQ3 2021: $101.9MQ4 2021: $74.2MQ1 2022: $113.5MQ2 2022: $73.8MQ3 2022: $99.2MQ4 2022: $123.2MQ1 2023: $134.2MQ2 2023: $123.4MQ3 2023: $99.1MQ4 2023: $100.0MQ1 2024: $74.0MQ2 2024: $83.3MQ3 2024: $96.1MQ4 2024: $62.9MQ1 2025: $48.3MQ2 2025: $60.7MQ3 2025: $84.5MQ4 2025: $79.9MQ1 2026: $128.0MQ2 2026: $217.5M
Institutions holding INNV and their total value by quarter
QuarterHoldersValue
Q2 2026106$217.5M
Q1 2026103$128.0M
Q4 202578$79.9M
Q3 202565$84.5M
Q2 202564$60.7M
Q1 202557$48.3M
Q4 202451$62.9M
Q3 202447$96.1M
Q2 202445$83.3M
Q1 202447$74.0M
Q4 202345$100.0M
Q3 202348$99.1M
Q2 202350$123.4M
Q1 202351$134.2M
Q4 202254$123.2M
Q3 202255$99.2M
Q2 202252$73.8M
Q1 202259$113.5M
Q4 202161$74.2M
Q3 202168$101.9M
Q2 202173$427.8M
Q1 202173$491.0M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q3 2024.

Institutions holding INNV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.5,037,688$19.8M0.01%+281,551+5.9%Added
Coliseum Capital Management, LLC3,914,964$15.4M1.27%−26,363−0.7%Reduced
Vanguard Group Inc1,446,874$5.69M0.00%−387,577−21.1%Reduced
Kent Lake PR LLC1,316,066$5.17M2.19%−98,959−7.0%Reduced
BlackRock, Inc.1,257,982$4.94M0.00%−61,121−4.6%Reduced
Geode Capital Management, LLC530,263$2.08M0.00%+2,308+0.4%Added
State Street Corp350,775$1.38M0.00%+5,870+1.7%Added
Welch Capital Partners LLC337,558$1.33M0.29%00.0%Unchanged
Northern Trust Corp330,099$1.30M0.00%+14,900+4.7%Added
Cambiar Investors LLC275,369$1.08M0.04%−23,575−7.9%Reduced
Renaissance Technologies LLC162,000$636.7K0.00%+20,500+14.5%Added
Charles Schwab Investment Management Inc159,787$628.0K0.00%−5,744−3.5%Reduced
Accordant Advisory Group Inc100,000$393.0K0.38%00.0%Unchanged
Goldman Sachs Group Inc67,157$263.9K0.00%+15,162+29.2%Added
STRS Ohio62,500$245.6K0.00%00.0%Unchanged
JPMorgan Chase & Co60,143$236.4K0.00%+35,456+143.6%Added
Topline Capital Management, LLC58,740$230.8K0.04%+58,740New
Nuveen Asset Management, LLC53,437$210.0K0.00%00.0%Unchanged
HRT Financial LP51,687$203.0K0.00%+51,687New
Morgan Stanley50,067$196.8K0.00%−236−0.5%Reduced
Bank of New York Mellon Corp39,992$157.2K0.00%00.0%Unchanged
Jane Street Group, LLC39,398$154.8K0.00%+27,481+230.6%Added
Alliancebernstein L.P.36,300$142.7K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA31,393$123.4K0.00%+31,393New
Rhumbline Advisers29,994$117.9K0.00%−25−0.1%Reduced
Barclays PLC29,099$114.4K0.00%+3,485+13.6%Added
Bank of America Corp19,945$78.4K0.00%+5,936+42.4%Added
Susquehanna International Group, LLP18,344$72.1K0.00%+18,344New
Squarepoint Ops LLC17,272$67.9K0.00%+17,272New
Citigroup Inc14,848$58.4K0.00%+1,026+7.4%Added
Citadel Advisors LLC11,246$44.2K0.00%+11,246New
Mirae Asset Global ETFs Holdings Ltd.11,220$44.1K0.00%+456+4.2%Added
Deutsche Bank AG11,096$43.6K0.00%00.0%Unchanged
SG Americas Securities, LLC10,927$43.0K0.00%+10,927New
UBS Group AG10,834$42.6K0.00%−3,811−26.0%Reduced
Wells Fargo & Company10,464$41.1K0.00%+2,620+33.4%Added
Corebridge Financial, Inc.9,463$37.2K0.00%−714−7.0%Reduced
New York State Common Retirement Fund8,066$31.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,951$19.5K0.00%+3,390+217.2%Added
Militia Capital Partners, LP3,600$14.1K0.01%+3,600New
Royal Bank of Canada2,970$12.0K0.00%+1,023+52.5%Added
FMR LLC2,433$9.56K0.00%+1,556+177.4%Added
Legal & General Group Plc2,301$9.08K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,694$6.66K0.00%−1,945−53.4%Reduced
Ameritas Investment Partners, Inc.1,437$5.65K0.00%00.0%Unchanged
California State Teachers Retirement System1,379$5.42K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,327$5.21K0.00%00.0%Unchanged
Amalgamated Bank631$2.00K0.00%00.0%Unchanged
Sterling Capital Management LLC451$1.77K0.00%+404+859.6%Added
CWM, LLC304$1.00K0.00%+105+52.8%Added
IFP Advisors, Inc7$280.00%+7New
Edge Capital Group, LLC0$00.00%−15,000−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−2,031−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,361−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−167−100.0%Sold out
Federated Hermes, Inc.0$00.00%−3−100.0%Sold out