InnovAge Holding Corp.
INNV- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001834376
In the last 90 days, InnovAge Holding Corp. insiders filed 0 open-market purchases and 3 sales; 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 7 | $21 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $36 | 0.00% | +12 | New |
| True Wealth Design, LLC | 34 | $102 | 0.00% | +34 | New |
| Advisor Group Holdings, Inc. | 50 | $149 | 0.00% | +50 | New |
| FMR LLC | 127 | $378 | 0.00% | −2,306−94.8% | Reduced |
| Hughes Financial Services, LLC | 143 | $426 | 0.00% | +143 | New |
| Sterling Capital Management LLC | 232 | $691 | 0.00% | −219−48.6% | Reduced |
| Russell Investments Group, Ltd. | 246 | $733 | 0.00% | −1,448−85.5% | Reduced |
| Amalgamated Bank | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 559 | $2.00K | 0.00% | +255+83.9% | Added |
| Royal Bank of Canada | 1,271 | $4.00K | 0.00% | −1,699−57.2% | Reduced |
| California State Teachers Retirement System | 1,379 | $4.11K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,437 | $4.28K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,614 | $4.81K | 0.00% | +287+21.6% | Added |
| Legal & General Group Plc | 2,301 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,747 | $11.2K | 0.00% | −1,204−24.3% | Reduced |
| UBS Group AG | 7,906 | $23.6K | 0.00% | −2,928−27.0% | Reduced |
| New York State Common Retirement Fund | 8,066 | $24.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 9,325 | $27.8K | 0.00% | −138−1.5% | Reduced |
| Wells Fargo & Company | 10,699 | $31.9K | 0.00% | +235+2.2% | Added |
| Deutsche Bank AG | 11,096 | $33.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,688 | $34.8K | 0.00% | +468+4.2% | Added |
| Citigroup Inc | 13,308 | $39.7K | 0.00% | −1,540−10.4% | Reduced |
| SG Americas Securities, LLC | 13,579 | $40.0K | 0.00% | +2,652+24.3% | Added |
| Bank of America Corp | 14,308 | $42.6K | 0.00% | −5,637−28.3% | Reduced |
| Intech Investment Management LLC | 15,527 | $46.3K | 0.00% | +15,527 | New |
| Barclays PLC | 19,593 | $58.4K | 0.00% | −9,506−32.7% | Reduced |
| Squarepoint Ops LLC | 21,838 | $65.1K | 0.00% | +4,566+26.4% | Added |
| Millennium Management LLC | 26,311 | $78.4K | 0.00% | +26,311 | New |
| Rhumbline Advisers | 29,108 | $86.7K | 0.00% | −886−3.0% | Reduced |
| JPMorgan Chase & Co | 29,218 | $87.1K | 0.00% | −30,925−51.4% | Reduced |
| Morgan Stanley | 30,546 | $91.0K | 0.00% | −19,521−39.0% | Reduced |
| Alliancebernstein L.P. | 36,300 | $108.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 40,970 | $122.1K | 0.00% | +978+2.4% | Added |
| Susquehanna International Group, LLP | 42,123 | $125.5K | 0.00% | +23,779+129.6% | Added |
| Jane Street Group, LLC | 46,827 | $139.5K | 0.00% | +7,429+18.9% | Added |
| BNP Paribas Arbitrage, SA | 50,543 | $150.6K | 0.00% | +19,150+61.0% | Added |
| Nuveen, LLC | 53,437 | $159.2K | 0.00% | +53,437 | New |
| Jacobs Levy Equity Management, Inc | 55,689 | $166.0K | 0.00% | +55,689 | New |
| STRS Ohio | 62,500 | $186.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 65,320 | $194.0K | 0.00% | +13,633+26.4% | Added |
| Topline Capital Management, LLC | 70,143 | $209.0K | 0.05% | +11,403+19.4% | Added |
| Goldman Sachs Group Inc | 94,831 | $282.6K | 0.00% | +27,674+41.2% | Added |
| Accordant Advisory Group Inc | 100,000 | $298.0K | 0.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 122,423 | $364.8K | 0.00% | +111,177+988.6% | Added |
| Renaissance Technologies LLC | 161,600 | $481.6K | 0.00% | −400−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 164,322 | $489.7K | 0.00% | +4,535+2.8% | Added |
| Cambiar Investors LLC | 230,089 | $685.7K | 0.03% | −45,280−16.4% | Reduced |
| Northern Trust Corp | 313,923 | $935.5K | 0.00% | −16,176−4.9% | Reduced |
| State Street Corp | 343,295 | $1.02M | 0.00% | −7,480−2.1% | Reduced |
| Welch Capital Partners LLC | 365,907 | $1.09M | 0.26% | +28,349+8.4% | Added |
| Geode Capital Management, LLC | 538,675 | $1.61M | 0.00% | +8,412+1.6% | Added |
| Vanguard Group Inc | 1,035,463 | $3.09M | 0.00% | −411,411−28.4% | Reduced |
| BlackRock, Inc. | 1,259,395 | $3.75M | 0.00% | +1,413+0.1% | Added |
| Kent Lake PR LLC | 1,500,000 | $4.47M | 2.06% | +183,934+14.0% | Added |
| Coliseum Capital Management, LLC | 3,914,964 | $11.7M | 0.97% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 5,259,843 | $15.7M | 0.01% | +222,155+4.4% | Added |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |