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, Q2 2025
Institutional positions in InnovAge Holding Corp. as of Jun 30, 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
- 64
- +7 vs. Q1 2025
- Shares held
- 16.5M
- +235.9K (+1.5%) vs. Q1 2025
- Total value
- $60.7M
- +$12.4M (+25.6%) vs. Q1 2025
- New holders
- 11
- 19 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5 | $18 | 0.00% | +5 | New |
| IFP Advisors, Inc | 0 | $22 | 0.00% | −7−100.0% | Reduced |
| Allworth Financial LP | 8 | $30 | 0.00% | +8 | New |
| True Wealth Design, LLC | 20 | $74 | 0.00% | −14−41.2% | Reduced |
| EverSource Wealth Advisors, LLC | 38 | $140 | 0.00% | +26+216.7% | Added |
| Essential Partners LLC | 47 | $173 | 0.00% | +47 | New |
| Advisor Group Holdings, Inc. | 50 | $185 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 536 | $1.98K | 0.00% | +304+131.0% | Added |
| Amalgamated Bank | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 810 | $2.99K | 0.00% | +810 | New |
| CWM, LLC | 1,429 | $5.00K | 0.00% | +870+155.6% | Added |
| California State Teachers Retirement System | 1,379 | $5.09K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,437 | $5.30K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,456 | $5.37K | 0.00% | −158−9.8% | Reduced |
| FMR LLC | 1,661 | $6.13K | 0.00% | +1,534+1,207.9% | Added |
| Legal & General Group Plc | 1,797 | $6.62K | 0.00% | −504−21.9% | Reduced |
| Russell Investments Group, Ltd. | 2,054 | $7.58K | 0.00% | +1,808+735.0% | Added |
| BNP Paribas Arbitrage, SA | 2,302 | $8.49K | 0.00% | −48,241−95.4% | Reduced |
| Royal Bank of Canada | 2,441 | $9.00K | 0.00% | +1,170+92.1% | Added |
| Citigroup Inc | 6,941 | $25.6K | 0.00% | −6,367−47.8% | Reduced |
| New York State Common Retirement Fund | 8,066 | $29.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,209 | $30.3K | 0.00% | +303+3.8% | Added |
| Tower Research Capital LLC (TRC) | 8,590 | $31.7K | 0.00% | +4,843+129.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,782 | $32.4K | 0.00% | +8,782 | New |
| Intech Investment Management LLC | 10,167 | $37.5K | 0.00% | −5,360−34.5% | Reduced |
| Deutsche Bank AG | 11,096 | $40.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,922 | $41.0K | 0.00% | +10,922 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,220 | $41.4K | 0.00% | −468−4.0% | Reduced |
| Wells Fargo & Company | 12,009 | $44.3K | 0.00% | +1,310+12.2% | Added |
| JPMorgan Chase & Co | 12,688 | $46.8K | 0.00% | −16,530−56.6% | Reduced |
| Bank of America Corp | 15,535 | $57.3K | 0.00% | +1,227+8.6% | Added |
| AQR Capital Management LLC | 17,400 | $64.2K | 0.00% | +17,400 | New |
| Jane Street Group, LLC | 18,323 | $67.6K | 0.00% | −28,504−60.9% | Reduced |
| HRT Financial LP | 21,021 | $77.0K | 0.00% | −44,299−67.8% | Reduced |
| Goldman Sachs Group Inc | 21,026 | $77.6K | 0.00% | −73,805−77.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,321 | $86.1K | 0.00% | −32,368−58.1% | Reduced |
| Susquehanna International Group, LLP | 27,753 | $102.4K | 0.00% | −14,370−34.1% | Reduced |
| Morgan Stanley | 28,842 | $106.4K | 0.00% | −1,704−5.6% | Reduced |
| Rhumbline Advisers | 29,032 | $107.1K | 0.00% | −76−0.3% | Reduced |
| Los Angeles Capital Management LLC | 29,750 | $109.8K | 0.00% | +29,750 | New |
| Waddell & Associates, LLC | 33,014 | $121.8K | 0.01% | +33,014 | New |
| Barclays PLC | 35,201 | $129.9K | 0.00% | +15,608+79.7% | Added |
| Gsa Capital Partners LLP | 37,347 | $138.0K | 0.01% | +37,347 | New |
| Alliancebernstein L.P. | 38,300 | $141.3K | 0.00% | +2,000+5.5% | Added |
| Nuveen, LLC | 43,237 | $159.5K | 0.00% | −10,200−19.1% | Reduced |
| Topline Capital Management, LLC | 43,378 | $160.1K | 0.03% | −26,765−38.2% | Reduced |
| Millennium Management LLC | 46,720 | $172.4K | 0.00% | +20,409+77.6% | Added |
| Bank of New York Mellon Corp | 49,752 | $183.6K | 0.00% | +8,782+21.4% | Added |
| STRS Ohio | 62,500 | $230.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 96,336 | $355.5K | 0.00% | −26,087−21.3% | Reduced |
| Accordant Advisory Group Inc | 100,000 | $369.0K | 0.27% | 00.0% | Unchanged |
| Winnow Wealth LLC | 100,000 | $369.0K | 0.27% | +100,000 | New |
| Renaissance Technologies LLC | 148,300 | $547.2K | 0.00% | −13,300−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 164,706 | $607.8K | 0.00% | +384+0.2% | Added |
| Cambiar Investors LLC | 229,987 | $848.7K | 0.04% | −1020.0% | Reduced |
| Northern Trust Corp | 291,874 | $1.08M | 0.00% | −22,049−7.0% | Reduced |
| State Street Corp | 342,323 | $1.26M | 0.00% | −972−0.3% | Reduced |
| Welch Capital Partners LLC | 448,775 | $1.66M | 0.37% | +82,868+22.6% | Added |
| Geode Capital Management, LLC | 554,880 | $2.05M | 0.00% | +16,205+3.0% | Added |
| Vanguard Group Inc | 1,120,082 | $4.13M | 0.00% | +84,619+8.2% | Added |
| BlackRock, Inc. | 1,243,544 | $4.59M | 0.00% | −15,851−1.3% | Reduced |
| Kent Lake PR LLC | 1,697,036 | $6.26M | 2.76% | +197,036+13.1% | Added |
| Coliseum Capital Management, LLC | 3,905,490 | $14.4M | 1.03% | −9,474−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,258,802 | $19.4M | 0.01% | −1,0410.0% | Reduced |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,838−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,579−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,325−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |