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, Q2 2026
Institutional positions in InnovAge Holding Corp. as of Jun 30, 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
- 106
- +6 vs. Q1 2026
- Shares held
- 18.4M
- +2.53M (+16.0%) vs. Q1 2026
- Total value
- $217.5M
- +$90.5M (+71.3%) vs. Q1 2026
- New holders
- 25
- 45 more added
- Sold out
- 19
- 24 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 2 | $24 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $24 | 0.00% | +2 | New |
| IFP Advisors, Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $60 | 0.00% | −1−16.7% | Reduced |
| Rothschild Investment LLC | 6 | $71 | 0.00% | −27−81.8% | Reduced |
| Clearstead Advisors, LLC | 7 | $84 | 0.00% | +7 | New |
| The PNC Financial Services Group, Inc. | 10 | $119 | 0.00% | −10−50.0% | Reduced |
| Farther Finance Advisors, LLC | 12 | $142 | 0.00% | +2+20.0% | Added |
| SBI Securities Co., Ltd. | 17 | $201 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 54 | $640 | 0.00% | +54 | New |
| Nisa Investment Advisors, LLC | 74 | $877 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 77 | $912 | 0.00% | −386−83.4% | Reduced |
| Covestor Ltd | 60 | $1.00K | 0.00% | +60 | New |
| Essential Partners LLC | 108 | $1.28K | 0.00% | −35−24.5% | Reduced |
| EverSource Wealth Advisors, LLC | 114 | $1.35K | 0.00% | +11+10.7% | Added |
| Allworth Financial LP | 120 | $1.42K | 0.00% | +50+71.4% | Added |
| GAMMA Investing LLC | 127 | $1.50K | 0.00% | −24−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 230 | $2.73K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 284 | $3.37K | 0.00% | −811−74.1% | Reduced |
| Clear Street Markets LLC | 421 | $4.99K | 0.00% | +421 | New |
| SRS Capital Advisors, Inc. | 427 | $5.06K | 0.00% | +393+1,155.9% | Added |
| Quarry LP | 431 | $5.11K | 0.00% | +431 | New |
| Royal Bank of Canada | 1,022 | $12.0K | 0.00% | +1,007+6,713.3% | Added |
| Tower Research Capital LLC (TRC) | 1,129 | $13.4K | 0.00% | −1,392−55.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,437 | $17.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,550 | $18.4K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,142 | $25.4K | 0.00% | +514+31.6% | Added |
| Barclays PLC | 3,606 | $42.7K | 0.00% | −388−9.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,810 | $45.1K | 0.00% | −7,821−67.2% | Reduced |
| FMR LLC | 4,806 | $57.0K | 0.00% | −1,133−19.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $59.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,555 | $77.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,652 | $78.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,066 | $95.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,112 | $119.8K | 0.00% | +497+5.2% | Added |
| Franklin Resources Inc | 10,250 | $121.5K | 0.00% | +10,250 | New |
| Citigroup Inc | 10,285 | $121.9K | 0.00% | +8,327+425.3% | Added |
| GWM Advisors LLC | 11,985 | $142.0K | 0.00% | +11,985 | New |
| Mirabella Financial Services LLP | 12,123 | $143.7K | 0.01% | +12,123 | New |
| MetLife Investment Management | 12,189 | $144.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,938 | $150.2K | 0.00% | +4,428+52.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,831 | $152.0K | 0.00% | +12,831 | New |
| Kathmere Capital Management, LLC | 15,429 | $182.8K | 0.01% | −105−0.7% | Reduced |
| Invesco Ltd. | 17,126 | $202.9K | 0.00% | +17,126 | New |
| Virtus ETF Advisers LLC | 17,427 | $206.5K | 0.08% | +17,427 | New |
| D'Orazio & Associates, Inc. | 17,671 | $209.4K | 0.02% | −535−2.9% | Reduced |
| Price T Rowe Associates Inc | 18,256 | $217.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 18,377 | $217.8K | 0.00% | +18,377 | New |
| Point72 Asset Management, L.P. | 19,014 | $225.3K | 0.00% | −31,350−62.2% | Reduced |
| Martingale Asset Management L P | 19,483 | $230.9K | 0.01% | +19,483 | New |
| Wells Fargo & Company | 20,032 | $237.4K | 0.00% | +12,502+166.0% | Added |
| Brevan Howard Capital Management LP | 20,726 | $245.6K | 0.00% | +20,726 | New |
| Deutsche Bank AG | 21,840 | $258.8K | 0.00% | +9,065+71.0% | Added |
| Rhumbline Advisers | 24,525 | $290.6K | 0.00% | +370+1.5% | Added |
| Prelude Capital Management, LLC | 25,363 | $300.6K | 0.02% | +6,968+37.9% | Added |
| Arlington Capital Management, Inc. | 29,698 | $351.9K | 0.22% | +29,698 | New |
| Bank of America Corp | 29,833 | $353.5K | 0.00% | −23,474−44.0% | Reduced |
| American Century Companies Inc | 31,439 | $372.6K | 0.00% | +16,330+108.1% | Added |
| UBS Group AG | 32,688 | $387.4K | 0.00% | +19,690+151.5% | Added |
| Legato Capital Management LLC | 34,428 | $408.0K | 0.03% | −33,391−49.2% | Reduced |
| Integrated Quantitative Investments LLC | 34,428 | $408.0K | 0.07% | −33,391−49.2% | Reduced |
| Zacks Investment Management | 35,907 | $425.5K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 41,977 | $497.0K | 0.03% | +7,693+22.4% | Added |
| Verdad Advisers, LP | 42,139 | $499.3K | 0.48% | +10,498+33.2% | Added |
| Russell Investments Group, Ltd. | 42,574 | $504.5K | 0.00% | +39,538+1,302.3% | Added |
| Bank of New York Mellon Corp | 44,020 | $521.6K | 0.00% | −85−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 48,165 | $570.8K | 0.00% | +48,165 | New |
| XTX Topco Ltd | 48,918 | $579.7K | 0.01% | +17,730+56.8% | Added |
| Panagora Asset Management Inc | 52,315 | $619.9K | 0.00% | +52,315 | New |
| State Board of Administration of Florida Retirement System | 55,338 | $655.8K | 0.00% | +55,338 | New |
| Trexquant Investment LP | 59,225 | $701.8K | 0.00% | +3,981+7.2% | Added |
| Man Group plc | 59,252 | $702.1K | 0.00% | +59,252 | New |
| Occudo Quantitative Strategies LP | 63,259 | $749.6K | 0.04% | +22,036+53.5% | Added |
| Morgan Stanley | 67,174 | $796.0K | 0.00% | +44,100+191.1% | Added |
| GWN Securities Inc. | 68,403 | $810.6K | 0.14% | +1,624+2.4% | Added |
| STRS Ohio | 69,800 | $827.1K | 0.00% | +5,600+8.7% | Added |
| SG Americas Securities, LLC | 85,215 | $1.01M | 0.00% | +85,215 | New |
| Ameriprise Financial Inc | 96,598 | $1.14M | 0.00% | +45,990+90.9% | Added |
| AQR Capital Management LLC | 98,525 | $1.17M | 0.00% | +60,871+161.7% | Added |
| Two Sigma Investments, LP | 114,798 | $1.36M | 0.00% | +19,272+20.2% | Added |
| Prudential Financial Inc | 132,865 | $1.57M | 0.00% | +54,580+69.7% | Added |
| Welch Capital Partners LLC | 136,408 | $1.62M | 0.32% | −64,093−32.0% | Reduced |
| State of Wisconsin Investment Board | 142,822 | $1.69M | 0.00% | +76,583+115.6% | Added |
| Alliancebernstein L.P. | 212,156 | $1.70M | 0.00% | +52,186+32.6% | Added |
| Millennium Management LLC | 148,840 | $1.76M | 0.00% | +126,675+571.5% | Added |
| Vanguard Portfolio Management LLC | 151,917 | $1.80M | 0.00% | +33,277+28.0% | Added |
| Vanguard Fiduciary Trust Co | 156,084 | $1.85M | 0.00% | +15,577+11.1% | Added |
| Qube Research & Technologies Ltd | 156,641 | $1.86M | 0.00% | +156,641 | New |
| Nuveen, LLC | 166,622 | $1.97M | 0.00% | −38,840−18.9% | Reduced |
| Northern Trust Corp | 175,208 | $2.08M | 0.00% | −91,929−34.4% | Reduced |
| Charles Schwab Investment Management Inc | 186,580 | $2.21M | 0.00% | +6,992+3.9% | Added |
| Los Angeles Capital Management LLC | 203,785 | $2.41M | 0.01% | +203,785 | New |
| Goldman Sachs Group Inc | 217,609 | $2.58M | 0.00% | +38,368+21.4% | Added |
| Ritholtz Wealth Management | 243,633 | $2.89M | 0.04% | −4,439−1.8% | Reduced |
| Renaissance Technologies LLC | 249,633 | $2.96M | 0.00% | −121,184−32.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 314,585 | $3.73M | 0.02% | +42,045+15.4% | Added |
| Acadian Asset Management LLC | 390,850 | $4.63M | 0.01% | +207,669+113.4% | Added |
| Dimensional Fund Advisors LP | 439,962 | $5.21M | 0.00% | +203,477+86.0% | Added |
| State Street Corp | 461,656 | $5.47M | 0.00% | +30,230+7.0% | Added |
| Geode Capital Management, LLC | 602,127 | $7.14M | 0.00% | +28,710+5.0% | Added |