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, Q3 2025
Institutional positions in InnovAge Holding Corp. as of Sep 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
- 65
- +1 vs. Q2 2025
- Shares held
- 16.4M
- −66.2K (−0.4%) vs. Q2 2025
- Total value
- $84.5M
- +$23.8M (+39.3%) vs. Q2 2025
- New holders
- 9
- 28 more added
- Sold out
- 8
- 18 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 47 | $0 | 0.00% | +47 | New |
| Cloud Capital Management, LLC | 13 | $0 | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 2 | $10 | 0.00% | +2 | New |
| True Wealth Design, LLC | 5 | $26 | 0.00% | −15−75.0% | Reduced |
| IFP Advisors, Inc | 5 | $26 | 0.00% | +5 | Added |
| Allworth Financial LP | 10 | $52 | 0.00% | +2+25.0% | Added |
| Clearstead Advisors, LLC | 26 | $135 | 0.00% | +26 | New |
| Advisor Group Holdings, Inc. | 50 | $258 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $284 | 0.00% | +55 | New |
| EverSource Wealth Advisors, LLC | 81 | $418 | 0.00% | +43+113.2% | Added |
| Essential Partners LLC | 142 | $733 | 0.00% | +95+202.1% | Added |
| Optiver Holding B.V. | 208 | $1.07K | 0.00% | +208 | New |
| SRS Capital Advisors, Inc. | 331 | $1.71K | 0.00% | +331 | New |
| Citigroup Inc | 493 | $2.54K | 0.00% | −6,448−92.9% | Reduced |
| Amalgamated Bank | 631 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 877 | $4.53K | 0.00% | +341+63.6% | Added |
| California State Teachers Retirement System | 1,380 | $7.12K | 0.00% | +1+0.1% | Added |
| Nisa Investment Advisors, LLC | 1,394 | $7.19K | 0.00% | −62−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,437 | $7.42K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,762 | $9.00K | 0.00% | −679−27.8% | Reduced |
| CWM, LLC | 1,839 | $9.00K | 0.00% | +410+28.7% | Added |
| Legal & General Group Plc | 1,797 | $9.27K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,512 | $13.0K | 0.00% | −6,078−70.8% | Reduced |
| Russell Investments Group, Ltd. | 2,867 | $14.8K | 0.00% | +813+39.6% | Added |
| FMR LLC | 3,057 | $15.8K | 0.00% | +1,396+84.0% | Added |
| BNP Paribas Arbitrage, SA | 3,775 | $19.5K | 0.00% | +1,473+64.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $25.7K | 0.00% | −3,804−43.3% | Reduced |
| State of Alaska, Department of Revenue | 6,555 | $33.0K | 0.00% | +6,555 | New |
| New York State Common Retirement Fund | 8,066 | $41.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,449 | $48.8K | 0.00% | −1,771−15.8% | Reduced |
| Deutsche Bank AG | 11,096 | $57.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,494 | $59.3K | 0.00% | +11,494 | New |
| Price T Rowe Associates Inc | 11,499 | $60.0K | 0.00% | +577+5.3% | Added |
| UBS Group AG | 12,481 | $64.4K | 0.00% | +4,272+52.0% | Added |
| Wells Fargo & Company | 14,323 | $73.9K | 0.00% | +2,314+19.3% | Added |
| Bank of America Corp | 14,387 | $74.2K | 0.00% | −1,148−7.4% | Reduced |
| JPMorgan Chase & Co | 15,993 | $82.5K | 0.00% | +3,305+26.0% | Added |
| Morgan Stanley | 16,905 | $87.2K | 0.00% | −11,937−41.4% | Reduced |
| Susquehanna International Group, LLP | 17,445 | $90.0K | 0.00% | −10,308−37.1% | Reduced |
| AQR Capital Management LLC | 22,560 | $116.4K | 0.00% | +5,160+29.7% | Added |
| Millennium Management LLC | 22,953 | $118.4K | 0.00% | −23,767−50.9% | Reduced |
| Barclays PLC | 28,551 | $147.3K | 0.00% | −6,650−18.9% | Reduced |
| Rhumbline Advisers | 29,710 | $153.3K | 0.00% | +678+2.3% | Added |
| Los Angeles Capital Management LLC | 29,750 | $153.5K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 33,024 | $170.4K | 0.01% | +100.0% | Added |
| Gsa Capital Partners LLP | 37,411 | $193.0K | 0.02% | +64+0.2% | Added |
| Alliancebernstein L.P. | 38,900 | $200.7K | 0.00% | +600+1.6% | Added |
| Jane Street Group, LLC | 42,695 | $220.3K | 0.00% | +24,372+133.0% | Added |
| Goldman Sachs Group Inc | 42,891 | $221.3K | 0.00% | +21,865+104.0% | Added |
| Nuveen, LLC | 43,237 | $223.1K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 46,509 | $240.0K | 0.00% | −3,243−6.5% | Reduced |
| STRS Ohio | 62,500 | $322.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 65,890 | $340.0K | 0.00% | −30,446−31.6% | Reduced |
| Accordant Advisory Group Inc | 100,000 | $516.0K | 0.35% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 150,900 | $778.6K | 0.00% | +2,600+1.8% | Added |
| Charles Schwab Investment Management Inc | 171,620 | $885.6K | 0.00% | +6,914+4.2% | Added |
| Northern Trust Corp | 282,426 | $1.46M | 0.00% | −9,448−3.2% | Reduced |
| State Street Corp | 343,268 | $1.77M | 0.00% | +945+0.3% | Added |
| Welch Capital Partners LLC | 446,985 | $2.31M | 0.47% | −1,790−0.4% | Reduced |
| Geode Capital Management, LLC | 553,479 | $2.86M | 0.00% | −1,401−0.3% | Reduced |
| Vanguard Group Inc | 1,124,321 | $5.80M | 0.00% | +4,239+0.4% | Added |
| BlackRock, Inc. | 1,278,502 | $6.60M | 0.00% | +34,958+2.8% | Added |
| Kent Lake PR LLC | 1,739,685 | $8.98M | 4.59% | +42,649+2.5% | Added |
| Coliseum Capital Management, LLC | 3,876,219 | $20.0M | 1.95% | −29,271−0.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,590,772 | $28.8M | 0.02% | +331,970+6.3% | Added |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −229,987−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −43,378−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −23,321−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,021−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |