InnovAge Holding Corp (INNV) Ownership

4.05 ↑0.01 (0.25%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of InnovAge Holding Corp (INNV), owning a total of 5.2 million shares. Combined, the top 43 institutional holders of INNV own 18.27% of the company with a total of 24.7 million shares.

In the latest ownership report on March 31st 2025, the top 43 institutional holders decreased their combined ownership of INNV by 131 thousand shares. 9 institutions bought 333,125 total additional shares and increased their ownership by an average of 16.60%. However 4 institutions sold 464,571 total shares and decreased their ownership by an average of 11.81%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of InnovAge Holding Corp decreased by a net total of -131,446 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Coliseum Capital Management LLC2.900%0.000%3,914,96402025-03-31
Kent Lake PR LLC1.111%13.976%1,500,000183,9342025-03-31
BlackRock Inc0.933%0.112%1,259,3951,4132025-03-31
Vanguard Group Inc0.767%-28.435%1,035,463-411,4112025-03-31
WELCH CAPITAL PARTNERS LLC0.271%8.398%365,90728,3492025-03-31
State Street Corp0.254%-2.132%343,295-7,4802025-03-31
Cambiar Investors LLC0.170%-16.443%230,089-45,2802025-03-31
Charles Schwab Investment Management Inc0.122%2.838%164,3224,5352025-03-31
Renaissance Technologies Corp0.120%-0.247%161,600-4002025-03-31
Goldman Sachs Group Inc0.070%41.208%94,83127,6742025-03-31
Topline Capital Management LLC0.052%19.413%70,14311,4032025-03-31
Jacobs Levy Equity Management, Inc.0.041%0.000%55,68955,6892025-03-31
BNP Paribas Arbitrage, SA0.037%61.001%50,54319,1502025-03-31
Bank of New York Mellon Corp0.030%2.446%40,9709782025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.3.811%5.248%5,166,271257,5892022-06-30
T. Rowe Price Investment Management,Inc.3.731%5.920%5,037,688281,5512024-12-31
Coliseum Capital Management LLC2.900%0.000%3,914,96402025-03-31
Kent Lake Capital LLC1.305%0.987%1,767,26517,2652024-06-30
Kent Lake PR LLC1.111%13.976%1,500,000183,9342025-03-31
BlackRock Inc0.933%0.112%1,259,3951,4132025-03-31
Vanguard Group Inc0.767%-28.435%1,035,463-411,4112025-03-31
Maverick Capital Ltd0.637%-16.280%862,952-167,8102022-06-30
Geode Capital Management, LLC0.393%0.437%530,2632,3082024-12-31
SCW Capital Management, LP0.305%-52.245%413,516-452,4022022-06-30
WELCH CAPITAL PARTNERS LLC0.271%8.398%365,90728,3492025-03-31
State Street Corp0.254%-2.132%343,295-7,4802025-03-31
State Street Corporation0.249%1.184%337,8893,9522024-03-31
Northern Trust Corp0.245%4.727%330,09914,9002024-12-31
Cambiar Investors LLC0.170%-16.443%230,089-45,2802025-03-31
Federated Hermes Inc0.165%-1.336%223,484-3,0252023-09-30
Charles Schwab Investment Management Inc0.122%2.838%164,3224,5352025-03-31
Renaissance Technologies Corp0.120%-0.247%161,600-4002025-03-31
Goldman Sachs Group Inc0.070%41.208%94,83127,6742025-03-31
Topline Capital Management LLC0.052%19.413%70,14311,4032025-03-31
Zebra Capital Management, LLC0.047%-18.722%63,904-14,7202023-03-31
STRS OHIO0.046%-5.589%62,500-3,7002024-09-30
JPMorgan Chase & Co0.045%21.811%60,14310,7692024-12-31
Jacobs Levy Equity Management, Inc.0.041%0.000%55,68955,6892025-03-31
Nuveen Asset Management, LLC0.040%0.000%53,43702024-12-31
HRT FINANCIAL LLC0.038%0.000%51,68751,6872024-12-31
BNP Paribas Arbitrage, SA0.037%61.001%50,54319,1502025-03-31
Morgan Stanley - Brokerage Accounts0.037%-0.469%50,067-2362024-12-31
Bank of New York Mellon Corp0.030%2.446%40,9709782025-03-31
D. E. Shaw & Co LP0.030%-31.174%40,632-18,4042022-09-30
Jane Street Group LLC0.029%230.603%39,39827,4812024-12-31
AllianceBernstein L.P.0.027%0.000%36,30002024-12-31
Advisory Research Inc0.026%0.000%34,57734,5772022-09-30
ExodusPoint Capital Management, LP0.024%-58.021%32,669-45,1542024-03-31
Rhumbline Advisers0.022%-0.083%29,994-252024-12-31
Martingale Asset Management L P0.022%-39.968%29,481-19,6282023-06-30
Millennium Management LLC0.022%0.000%29,40829,4082023-03-31
Bank of America Corp0.020%97.779%27,33313,5132023-12-31
Barclays PLC0.019%288.975%25,61419,0292024-09-30
JANE STREET GROUP, LLC0.018%63.435%24,9869,6982024-06-30
UBS Group AG0.018%-6.423%24,432-1,6772024-03-31
Amvescap Plc.0.015%0.000%20,31520,3152024-06-30
Edge Capital Group, LLC0.011%0.000%15,00002023-12-31

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of InnovAge Holding Corp (INNV), owning a total of 3.4 million shares. Combined, the top 38 mutual fund holders of INNV own 9.59% of the company with a total of 13 million shares.

In the latest ownership report on April 30th 2025, the top 38 fund holders increased their combined ownership of INNV by 5 thousand shares. 2 funds bought 5,339 total additional shares and increased their ownership by an average of 2.98%. However 2 funds sold 429 total shares and decreased their ownership by an average of 0.19%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding InnovAge Holding Corp increased by a net total of 4,910 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF0.329%0.017%444,216752025-04-30
iShares Russell 2000 Value ETF0.083%-0.339%111,736-3802025-04-30
Schwab US Small-Cap ETF™0.075%-0.049%100,601-492025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.070%0.000%94,58802025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.070%0.000%94,58802025-04-30
Vanguard Russell 2000 ETF0.070%5.936%93,9395,2642025-04-30
iShares Russell 2000 Growth ETF0.045%0.000%60,69002025-04-30
State St Russell Sm Cap® Indx SL Cl I0.041%0.000%55,81602025-04-30
Schwab Small Cap Index0.039%0.000%52,18502025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Small-Cap Value2.514%-0.022%3,393,907-7302025-03-31
T. Rowe Price U.S. SC Value Eq Tr-D1.276%5.169%1,722,42684,6602025-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z1.276%5.169%1,722,42684,6602025-03-31
Vanguard Total Stock Mkt Idx Inv0.467%0.000%630,75002025-03-31
Vanguard US Total Market Shares ETF0.466%0.000%630,75002024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.464%0.000%630,75002023-03-31
iShares Russell 2000 ETF0.329%0.017%444,216752025-04-30
Vanguard Small Cap Index0.192%0.081%259,6992102025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.188%0.000%253,30402025-03-31
Vanguard Extended Market Index Investor0.180%0.000%243,69902023-08-31
Cambiar Small Cap Inv0.161%0.000%217,56502025-03-31
Fidelity Small Cap Index0.142%0.000%191,32202025-02-28
Vanguard Small Cap Value Index Inv0.132%0.703%178,7931,2482022-11-30
Fidelity® Small Cap Index0.124%1.429%168,9692,3802023-10-31
Vanguard Small Cap Growth Index Inv0.108%-0.018%146,469-272025-02-28
T. Rowe Price U.S. Equities Tr0.098%16.219%132,43518,4822025-03-31
NT Quality Small Cap Value0.098%-5.141%132,189-7,1642025-03-31
Northern Small Cap Value0.098%-5.141%132,189-7,1642025-03-31
Fidelity Extended Market Index0.090%1.207%121,0421,4442025-03-31
iShares Russell 2000 Value ETF0.083%-0.339%111,736-3802025-04-30
Federated Hermes MDT Small Cap Growth IS0.081%0.000%109,92402023-09-30
Federated Hermes MDT SCG Institutional0.081%0.000%109,92402023-09-30
Federated Hermes MDT Small Cap Core IS0.081%-1.506%109,860-1,6802023-09-30
Federated Hermes MDT SCC Institutional0.081%-1.506%109,860-1,6802023-09-30
Schwab US Small-Cap ETF™0.075%-0.049%100,601-492025-04-30
Fidelity® Extended Market Index0.073%0.000%98,62702023-11-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.070%0.000%94,58802025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.070%0.000%94,58802025-04-30
Vanguard Russell 2000 ETF0.070%5.936%93,9395,2642025-04-30
Vanguard VIF Small Co Gr0.063%0.000%85,88202023-09-30
Fidelity Nasdaq Composite Index0.061%0.000%82,44602025-03-31
Fidelity® NASDAQ Composite Index®0.059%0.000%80,55102023-10-31
BSF Global Event Driven Z2 USD0.045%0.000%61,27402023-06-30
iShares Russell 2000 Growth ETF0.045%0.000%60,69002025-04-30
NT R2000 Growth Index Fund - NL0.042%0.000%56,75802023-12-31
State St Russell Sm Cap® Indx SL Cl I0.041%0.000%55,81602025-04-30
Schwab Small Cap Index0.039%0.000%52,18502025-04-30
NT R2000 Index Fund - NL0.034%-8.524%45,866-4,2742025-03-31

Discussions

Please log in or register to share your thoughts.