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, Q1 2025
Institutional positions in InnovAge Holding Corp. as of Mar 31, 2025. 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
- 57
- +7 vs. Q4 2024
- Shares held
- 16.2M
- +261.4K (+1.6%) vs. Q4 2024
- Total value
- $48.3M
- −$14.4M (−22.9%) vs. Q4 2024
- New holders
- 8
- 20 more added
- Sold out
- 1
- 18 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 106 | $217.5M |
| Q1 2026 | 103 | $128.0M |
| Q4 2025 | 78 | $79.9M |
| Q3 2025 | 65 | $84.5M |
| Q2 2025 | 64 | $60.7M |
| Q1 2025 | 57 | $48.3M |
| Q4 2024 | 51 | $62.9M |
| Q3 2024 | 47 | $96.1M |
| Q2 2024 | 45 | $83.3M |
| Q1 2024 | 47 | $74.0M |
| Q4 2023 | 45 | $100.0M |
| Q3 2023 | 48 | $99.1M |
| Q2 2023 | 50 | $123.4M |
| Q1 2023 | 51 | $134.2M |
| Q4 2022 | 54 | $123.2M |
| Q3 2022 | 55 | $99.2M |
| Q2 2022 | 52 | $73.8M |
| Q1 2022 | 59 | $113.5M |
| Q4 2021 | 61 | $74.2M |
| Q3 2021 | 68 | $101.9M |
| Q2 2021 | 73 | $427.8M |
| Q1 2021 | 73 | $491.0M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,259,843 | $15.7M | 0.01% | +222,155+4.4% | Added |
| Coliseum Capital Management, LLC | 3,914,964 | $11.7M | 0.97% | 00.0% | Unchanged |
| Kent Lake PR LLC | 1,500,000 | $4.47M | 2.06% | +183,934+14.0% | Added |
| BlackRock, Inc. | 1,259,395 | $3.75M | 0.00% | +1,413+0.1% | Added |
| Vanguard Group Inc | 1,035,463 | $3.09M | 0.00% | −411,411−28.4% | Reduced |
| Geode Capital Management, LLC | 538,675 | $1.61M | 0.00% | +8,412+1.6% | Added |
| Welch Capital Partners LLC | 365,907 | $1.09M | 0.26% | +28,349+8.4% | Added |
| State Street Corp | 343,295 | $1.02M | 0.00% | −7,480−2.1% | Reduced |
| Northern Trust Corp | 313,923 | $935.5K | 0.00% | −16,176−4.9% | Reduced |
| Cambiar Investors LLC | 230,089 | $685.7K | 0.03% | −45,280−16.4% | Reduced |
| Charles Schwab Investment Management Inc | 164,322 | $489.7K | 0.00% | +4,535+2.8% | Added |
| Renaissance Technologies LLC | 161,600 | $481.6K | 0.00% | −400−0.2% | Reduced |
| Citadel Advisors LLC | 122,423 | $364.8K | 0.00% | +111,177+988.6% | Added |
| Accordant Advisory Group Inc | 100,000 | $298.0K | 0.29% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 94,831 | $282.6K | 0.00% | +27,674+41.2% | Added |
| Topline Capital Management, LLC | 70,143 | $209.0K | 0.05% | +11,403+19.4% | Added |
| HRT Financial LP | 65,320 | $194.0K | 0.00% | +13,633+26.4% | Added |
| STRS Ohio | 62,500 | $186.3K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 55,689 | $166.0K | 0.00% | +55,689 | New |
| Nuveen, LLC | 53,437 | $159.2K | 0.00% | +53,437 | New |
| BNP Paribas Arbitrage, SA | 50,543 | $150.6K | 0.00% | +19,150+61.0% | Added |
| Jane Street Group, LLC | 46,827 | $139.5K | 0.00% | +7,429+18.9% | Added |
| Susquehanna International Group, LLP | 42,123 | $125.5K | 0.00% | +23,779+129.6% | Added |
| Bank of New York Mellon Corp | 40,970 | $122.1K | 0.00% | +978+2.4% | Added |
| Alliancebernstein L.P. | 36,300 | $108.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 30,546 | $91.0K | 0.00% | −19,521−39.0% | Reduced |
| JPMorgan Chase & Co | 29,218 | $87.1K | 0.00% | −30,925−51.4% | Reduced |
| Rhumbline Advisers | 29,108 | $86.7K | 0.00% | −886−3.0% | Reduced |
| Millennium Management LLC | 26,311 | $78.4K | 0.00% | +26,311 | New |
| Squarepoint Ops LLC | 21,838 | $65.1K | 0.00% | +4,566+26.4% | Added |
| Barclays PLC | 19,593 | $58.4K | 0.00% | −9,506−32.7% | Reduced |
| Intech Investment Management LLC | 15,527 | $46.3K | 0.00% | +15,527 | New |
| Bank of America Corp | 14,308 | $42.6K | 0.00% | −5,637−28.3% | Reduced |
| SG Americas Securities, LLC | 13,579 | $40.0K | 0.00% | +2,652+24.3% | Added |
| Citigroup Inc | 13,308 | $39.7K | 0.00% | −1,540−10.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,688 | $34.8K | 0.00% | +468+4.2% | Added |
| Deutsche Bank AG | 11,096 | $33.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,699 | $31.9K | 0.00% | +235+2.2% | Added |
| Corebridge Financial, Inc. | 9,325 | $27.8K | 0.00% | −138−1.5% | Reduced |
| New York State Common Retirement Fund | 8,066 | $24.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,906 | $23.6K | 0.00% | −2,928−27.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,747 | $11.2K | 0.00% | −1,204−24.3% | Reduced |
| Legal & General Group Plc | 2,301 | $6.86K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,614 | $4.81K | 0.00% | +287+21.6% | Added |
| Ameritas Investment Partners, Inc. | 1,437 | $4.28K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,379 | $4.11K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,271 | $4.00K | 0.00% | −1,699−57.2% | Reduced |
| Amalgamated Bank | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 559 | $2.00K | 0.00% | +255+83.9% | Added |
| Russell Investments Group, Ltd. | 246 | $733 | 0.00% | −1,448−85.5% | Reduced |
| Sterling Capital Management LLC | 232 | $691 | 0.00% | −219−48.6% | Reduced |
| Hughes Financial Services, LLC | 143 | $426 | 0.00% | +143 | New |
| FMR LLC | 127 | $378 | 0.00% | −2,306−94.8% | Reduced |
| Advisor Group Holdings, Inc. | 50 | $149 | 0.00% | +50 | New |
| True Wealth Design, LLC | 34 | $102 | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 12 | $36 | 0.00% | +12 | New |
| IFP Advisors, Inc | 7 | $21 | 0.00% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |