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. | 05/15/2026 | 6.13 M | $49.19 M | -0.57% | 4.52% |
| BLACKROCK, INC. | 05/13/2026 | 1.25 M | $10.01 M | -1.09% | 0.92% |
| COLISEUM CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.11 M | $8.94 M | -62.50% | 0.82% |
| 05/15/2026 | 877.14 K | $7.03 M | 100.00% | 0.65% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 573.42 K | $4.60 M | 3.73% | 0.42% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 05/04/2026 | 529.98 K | $4.25 M | 100.00% | 0.39% |
| STATE STREET CORP | 05/15/2026 | 431.43 K | $3.46 M | 17.92% | 0.32% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 417.54 K | $3.35 M | 100.00% | 0.31% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 370.82 K | $2.97 M | 100.77% | 0.27% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 272.54 K | $2.19 M | 14.09% | 0.20% |
| NORTHERN TRUST CORP | 05/14/2026 | 267.14 K | $2.14 M | 2.80% | 0.20% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 248.07 K | $1.99 M | 50.29% | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 236.49 K | $1.90 M | 383.43% | 0.17% |
| NUVEEN, LLC | 04/30/2026 | 205.46 K | $1.65 M | 375.20% | 0.15% |
| WELCH CAPITAL PARTNERS LLC/NY | 05/07/2026 | 200.50 K | $1.61 M | -50.38% | 0.15% |
| INSPIRE INVESTING, LLC | 04/23/2026 | 198.32 K | $1.59 M | 100.00% | 0.15% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 183.18 K | $1.47 M | 180.69% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 179.59 K | $1.44 M | 4.72% | 0.13% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 179.24 K | $1.44 M | 54.32% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 159.97 K | $830.24 K | 311.23% | 0.12% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 140.51 K | $1.13 M | 100.00% | 0.10% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 121.12 K | $971.36 K | 100.00% | 0.09% |
| 05/08/2026 | 118.64 K | $951.49 K | 100.00% | 0.09% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 95.53 K | $766.12 K | 100.00% | 0.07% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 78.29 K | $627.85 K | 100.00% | 0.06% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 67.82 K | $543.91 K | 100.00% | 0.05% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 67.82 K | $543.91 K | 100.00% | 0.05% |
| ALGERT GLOBAL LLC | 05/14/2026 | 66.79 K | $536.00 K | 368.17% | 0.05% |
| GWN SECURITIES INC. | 05/15/2026 | 66.78 K | $535.57 K | 16.78% | 0.05% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 66.24 K | $531.24 K | 150.91% | 0.05% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 64.38 K | $516.30 K | 100.00% | 0.05% |
| STRS OHIO | 04/24/2026 | 64.20 K | $514.88 K | -34.09% | 0.05% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 55.24 K | $443.06 K | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 53.31 K | $427.52 K | 149.96% | 0.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 50.61 K | $405.88 K | 100.00% | 0.04% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 50.36 K | $403.92 K | 100.00% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 45.67 K | $366.30 K | -49.74% | 0.03% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 44.11 K | $353.72 K | -2.38% | 0.03% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 05/15/2026 | 41.22 K | $335.97 K | 100.00% | 0.03% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 40.63 K | $325.86 K | 100.00% | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 37.65 K | $301.99 K | 46.54% | 0.03% |
| ZACKS INVESTMENT MANAGEMENT | 05/14/2026 | 35.91 K | $287.97 K | 100.00% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 34.28 K | $275.00 K | -11.74% | 0.03% |
| VERDAD ADVISERS, LP | 05/15/2026 | 31.64 K | $253.76 K | 100.00% | 0.02% |
| XTX TOPCO LTD | 05/15/2026 | 31.19 K | $250.13 K | 12.07% | 0.02% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 30.30 K | $243.01 K | 100.00% | 0.02% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 05/15/2026 | 26.63 K | $213.57 K | 100.00% | 0.02% |
| RHUMBLINE ADVISERS | 05/12/2026 | 24.16 K | $193.71 K | -5.89% | 0.02% |
| MORGAN STANLEY | 05/15/2026 | 23.07 K | $185.05 K | -53.68% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 22.17 K | $177.76 K | -7.85% | 0.02% |
InnovAge Holding Corp institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of InnovAge Holding Corp. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.13 M
BlackRock, Inc.: 1.25 M
Coliseum Capital Management, LLC: 1.11 M
GEODE CAPITAL MANAGEMENT, LLC: 573,417
Hillsdale Investment Management Inc.: 529,984
STATE STREET CORP: 431,426
11.80% of InnovAge Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 21.06 M shares in the last 24 months. This purchase volume represents approximately $184.49 M in transactions.