InnovAge Holding Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 5.59 M | $28.85 M | 6.31% | 4.13% |
| COLISEUM CAPITAL MANAGEMENT, LLC | 11/14/2025 | 3.88 M | $20.00 M | -0.75% | 2.86% |
| KENT LAKE PR LLC | 11/14/2025 | 1.74 M | $8.98 M | 2.51% | 1.29% |
| BLACKROCK, INC. | 11/12/2025 | 1.28 M | $6.60 M | 2.81% | 0.94% |
| VANGUARD GROUP INC | 11/07/2025 | 1.12 M | $5.80 M | 0.38% | 0.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 553.48 K | $2.86 M | -0.25% | 0.41% |
| WELCH CAPITAL PARTNERS LLC/NY | 11/14/2025 | 446.99 K | $2.31 M | -0.40% | 0.33% |
| STATE STREET CORP | 11/14/2025 | 343.27 K | $1.77 M | 0.28% | 0.25% |
| NORTHERN TRUST CORP | 11/14/2025 | 282.43 K | $1.46 M | -3.24% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 171.62 K | $885.56 K | 4.20% | 0.13% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 150.90 K | $778.64 K | 1.75% | 0.11% |
| ACCORDANT ADVISORY GROUP INC | 10/22/2025 | 100.00 K | $516.00 K | 0.00% | 0.07% |
| CITADEL ADVISORS LLC | 11/14/2025 | 65.89 K | $339.99 K | -31.60% | 0.05% |
| STRS OHIO | 10/30/2025 | 62.50 K | $322.50 K | 0.00% | 0.05% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 46.51 K | $239.99 K | -6.52% | 0.03% |
| NUVEEN, LLC | 11/12/2025 | 43.24 K | $223.10 K | 0.00% | 0.03% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 42.89 K | $221.32 K | 103.99% | 0.03% |
| JANE STREET GROUP, LLC | 11/14/2025 | 42.70 K | $220.31 K | 133.01% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 38.90 K | $200.72 K | 1.57% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 37.41 K | $193.00 K | 0.17% | 0.03% |
| WADDELL & ASSOCIATES, LLC | 11/10/2025 | 33.02 K | $170.40 K | 0.03% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2025 | 32.40 K | $167.18 K | 100.00% | 0.02% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 29.75 K | $153.51 K | 0.00% | 0.02% |
| RHUMBLINE ADVISERS | 11/06/2025 | 29.71 K | $153.30 K | 2.34% | 0.02% |
| BARCLAYS PLC | 11/12/2025 | 28.55 K | $147.32 K | -18.89% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 22.95 K | $118.44 K | -50.87% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 22.56 K | $116.41 K | 29.66% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 17.45 K | $90.02 K | -37.14% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 16.91 K | $87.23 K | -41.39% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 15.99 K | $82.52 K | 26.05% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 14.39 K | $74.24 K | -7.39% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 14.32 K | $73.91 K | 19.27% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 12.48 K | $64.40 K | 52.04% | 0.01% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 11.50 K | $60.00 K | 5.28% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 11.49 K | $59.31 K | 100.00% | 0.01% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 11.10 K | $57.26 K | 0.00% | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 9.45 K | $48.76 K | -15.78% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 8.07 K | $41.62 K | 0.00% | 0.01% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 10/24/2025 | 6.56 K | $33.00 K | 100.00% | 0.00% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 4.98 K | $25.69 K | -43.32% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 3.78 K | $19.48 K | 63.99% | 0.00% |
| FMR LLC | 11/13/2025 | 3.06 K | $15.77 K | 84.05% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 2.87 K | $14.79 K | 39.58% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 2.51 K | $12.96 K | -70.76% | 0.00% |
| CWM, LLC | 10/15/2025 | 1.84 K | $9.00 K | 28.69% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.80 K | $9.27 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.76 K | $9.00 K | -27.82% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 1.44 K | $7.42 K | 0.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 1.39 K | $7.19 K | -4.26% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 1.38 K | $7.12 K | 0.07% | 0.00% |
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InnovAge Holding Corp. institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of InnovAge Holding Corp.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 5.59 M
Coliseum Capital Management, LLC: 3.88 M
Kent Lake PR LLC: 1.74 M
BlackRock, Inc.: 1.28 M
VANGUARD GROUP INC: 1.12 M
GEODE CAPITAL MANAGEMENT, LLC: 553,479
12.10% of InnovAge Holding Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 19.55 M shares in the last 24 months. This purchase volume represents approximately $97.93 M in transactions.