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 2026
Institutional positions in InnovAge Holding Corp. as of Mar 31, 2026. 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
- 103
- +26 vs. Q4 2025
- Shares held
- 16.0M
- +1.75M (+12.3%) vs. Q4 2025
- Total value
- $128.0M
- +$54.0M (+72.9%) vs. Q4 2025
- New holders
- 35
- 37 more added
- Sold out
- 9
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 15 | $0 | 0.00% | −1,738−99.1% | Reduced |
| MAI Capital Management | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $16 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $32 | 0.00% | −2−33.3% | Reduced |
| True Wealth Design, LLC | 6 | $49 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $80 | 0.00% | +2+25.0% | Added |
| Root Financial Partners, LLC | 11 | $88 | 0.00% | +11 | New |
| The PNC Financial Services Group, Inc. | 20 | $160 | 0.00% | −30−60.0% | Reduced |
| US Bancorp | 22 | $176 | 0.00% | +22 | New |
| Basecamp Wealth Advisors LLC | 25 | $201 | 0.00% | +25 | New |
| Rothschild Investment LLC | 33 | $265 | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 34 | $273 | 0.00% | +34 | New |
| Allworth Financial LP | 70 | $562 | 0.00% | +59+536.4% | Added |
| Nisa Investment Advisors, LLC | 74 | $593 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $825 | 0.00% | +18+21.2% | Added |
| Essential Partners LLC | 143 | $1.15K | 0.00% | +1+0.7% | Added |
| GAMMA Investing LLC | 151 | $1.21K | 0.00% | +24+18.9% | Added |
| Optiver Holding B.V. | 192 | $1.54K | 0.00% | −16−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 230 | $1.84K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 461 | $3.70K | 0.00% | +316+217.9% | Added |
| Sterling Capital Management LLC | 463 | $3.71K | 0.00% | −446−49.1% | Reduced |
| California State Teachers Retirement System | 1,095 | $8.78K | 0.00% | −151−12.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,437 | $11.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,550 | $12.4K | 0.00% | +1,550 | New |
| Legal & General Group Plc | 1,628 | $13.1K | 0.00% | −169−9.4% | Reduced |
| Citigroup Inc | 1,958 | $15.7K | 0.00% | +1,491+319.3% | Added |
| Tower Research Capital LLC (TRC) | 2,521 | $20.2K | 0.00% | +560+28.6% | Added |
| CWM, LLC | 2,690 | $21.6K | 0.00% | +718+36.4% | Added |
| Russell Investments Group, Ltd. | 3,036 | $24.3K | 0.00% | +169+5.9% | Added |
| Barclays PLC | 3,994 | $32.0K | 0.00% | −27,597−87.4% | Reduced |
| Federated Hermes, Inc. | 4,580 | $36.7K | 0.00% | +679+17.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $39.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,939 | $47.6K | 0.00% | +2,479+71.6% | Added |
| State of Alaska, Department of Revenue | 6,555 | $52.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,652 | $53.3K | 0.00% | +6,652 | New |
| Wells Fargo & Company | 7,530 | $60.4K | 0.00% | −14,940−66.5% | Reduced |
| New York State Common Retirement Fund | 8,066 | $64.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,510 | $67.0K | 0.00% | +132+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,615 | $77.1K | 0.00% | +238+2.5% | Added |
| Polymer Capital Management (US) LLC | 10,843 | $87.0K | 0.01% | +10,843 | New |
| CIBC Asset Management Inc | 11,072 | $88.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,631 | $93.3K | 0.00% | +6,985+150.3% | Added |
| MetLife Investment Management | 12,189 | $97.8K | 0.00% | +12,189 | New |
| Deutsche Bank AG | 12,775 | $102.5K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 12,959 | $103.9K | 0.03% | +12,959 | New |
| UBS Group AG | 12,998 | $104.2K | 0.00% | +10,960+537.8% | Added |
| American Century Companies Inc | 15,109 | $121.2K | 0.00% | +15,109 | New |
| Kathmere Capital Management, LLC | 15,534 | $124.6K | 0.01% | +2,260+17.0% | Added |
| Susquehanna International Group, LLP | 18,047 | $144.7K | 0.00% | +2,369+15.1% | Added |
| Raymond James Financial Inc | 18,101 | $145.2K | 0.00% | +18,101 | New |
| D'Orazio & Associates, Inc. | 18,206 | $146.0K | 0.02% | +18,206 | New |
| Price T Rowe Associates Inc | 18,256 | $147.0K | 0.00% | +6,757+58.8% | Added |
| Prelude Capital Management, LLC | 18,395 | $147.5K | 0.01% | +18,395 | New |
| Millennium Management LLC | 22,165 | $177.8K | 0.00% | −1,889−7.9% | Reduced |
| Morgan Stanley | 23,074 | $185.1K | 0.00% | −26,735−53.7% | Reduced |
| Rhumbline Advisers | 24,155 | $193.7K | 0.00% | −1,511−5.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,630 | $213.6K | 0.04% | +26,630 | New |
| Engineers Gate Manager LP | 30,300 | $243.0K | 0.00% | +30,300 | New |
| XTX Topco Ltd | 31,188 | $250.1K | 0.00% | +3,359+12.1% | Added |
| Verdad Advisers, LP | 31,641 | $253.8K | 0.29% | +31,641 | New |
| Gsa Capital Partners LLP | 34,284 | $275.0K | 0.02% | −4,562−11.7% | Reduced |
| Zacks Investment Management | 35,907 | $288.0K | 0.00% | +35,907 | New |
| AQR Capital Management LLC | 37,654 | $302.0K | 0.00% | +11,959+46.5% | Added |
| Centiva Capital, LP | 40,631 | $325.9K | 0.02% | +40,631 | New |
| Occudo Quantitative Strategies LP | 41,223 | $336.0K | 0.02% | +41,223 | New |
| Bank of New York Mellon Corp | 44,105 | $353.7K | 0.00% | −1,073−2.4% | Reduced |
| Jane Street Group, LLC | 45,673 | $366.3K | 0.00% | −45,208−49.7% | Reduced |
| Point72 Asset Management, L.P. | 50,364 | $403.9K | 0.00% | +50,364 | New |
| Ameriprise Financial Inc | 50,608 | $405.9K | 0.00% | +50,608 | New |
| Bank of America Corp | 53,307 | $427.5K | 0.00% | +31,981+150.0% | Added |
| Trexquant Investment LP | 55,244 | $443.1K | 0.00% | +55,244 | New |
| STRS Ohio | 64,200 | $514.9K | 0.00% | −33,200−34.1% | Reduced |
| Lazard Asset Management LLC | 64,376 | $516.3K | 0.00% | +64,376 | New |
| State of Wisconsin Investment Board | 66,239 | $531.2K | 0.00% | +39,839+150.9% | Added |
| GWN Securities Inc. | 66,779 | $535.6K | 0.10% | +9,596+16.8% | Added |
| Algert Global LLC | 66,785 | $535.6K | 0.01% | +52,520+368.2% | Added |
| Legato Capital Management LLC | 67,819 | $543.9K | 0.05% | +67,819 | New |
| Integrated Quantitative Investments LLC | 67,819 | $543.9K | 0.10% | +67,819 | New |
| Prudential Financial Inc | 78,285 | $627.8K | 0.00% | +78,285 | New |
| Two Sigma Investments, LP | 95,526 | $766.1K | 0.00% | +95,526 | New |
| Alliancebernstein L.P. | 159,970 | $830.2K | 0.00% | +121,070+311.2% | Added |
| Vanguard Portfolio Management LLC | 118,640 | $951.5K | 0.00% | +118,640 | New |
| Janus Henderson Group PLC | 121,117 | $971.4K | 0.00% | +121,117 | New |
| Vanguard Fiduciary Trust Co | 140,507 | $1.13M | 0.00% | +140,507 | New |
| Goldman Sachs Group Inc | 179,241 | $1.44M | 0.00% | +63,089+54.3% | Added |
| Charles Schwab Investment Management Inc | 179,588 | $1.44M | 0.00% | +8,101+4.7% | Added |
| Acadian Asset Management LLC | 183,181 | $1.47M | 0.00% | +117,919+180.7% | Added |
| CWM Advisors, LLC | 198,320 | $1.59M | 0.09% | +198,320 | New |
| Welch Capital Partners LLC | 200,501 | $1.61M | 0.36% | −203,600−50.4% | Reduced |
| Nuveen, LLC | 205,462 | $1.65M | 0.00% | +162,225+375.2% | Added |
| Dimensional Fund Advisors LP | 236,485 | $1.90M | 0.00% | +187,567+383.4% | Added |
| Ritholtz Wealth Management | 248,072 | $1.99M | 0.03% | +83,006+50.3% | Added |
| Northern Trust Corp | 267,137 | $2.14M | 0.00% | +7,281+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 272,540 | $2.19M | 0.01% | +33,659+14.1% | Added |
| Renaissance Technologies LLC | 370,817 | $2.97M | 0.00% | +186,117+100.8% | Added |
| Arrowstreet Capital, Limited Partnership | 417,538 | $3.35M | 0.00% | +417,538 | New |
| State Street Corp | 431,426 | $3.46M | 0.00% | +65,560+17.9% | Added |
| Hillsdale Investment Management Inc. | 529,984 | $4.25M | 0.12% | +529,984 | New |
| Geode Capital Management, LLC | 573,417 | $4.60M | 0.00% | +20,642+3.7% | Added |
| Vanguard Capital Management LLC | 877,136 | $7.03M | 0.00% | +877,136 | New |