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. | 02/19/2026 | 6.17 M | $32.01 M | 10.33% | 4.55% |
| COLISEUM CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.97 M | $15.43 M | -23.30% | 2.19% |
| BLACKROCK, INC. | 02/12/2026 | 1.26 M | $6.55 M | -1.30% | 0.93% |
| VANGUARD GROUP INC | 01/29/2026 | 1.14 M | $5.92 M | 1.41% | 0.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 552.78 K | $2.87 M | -0.13% | 0.41% |
| WELCH CAPITAL PARTNERS LLC/NY | 02/12/2026 | 404.10 K | $2.10 M | -9.59% | 0.30% |
| STATE STREET CORP | 02/13/2026 | 365.87 K | $1.90 M | 6.58% | 0.27% |
| MARSHALL WACE, LLP | 02/13/2026 | 291.29 K | $1.51 M | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 02/17/2026 | 259.86 K | $1.35 M | -7.99% | 0.19% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 238.88 K | $1.24 M | 1,978.31% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 184.70 K | $958.59 K | 22.40% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 171.49 K | $890.02 K | -0.08% | 0.13% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 165.07 K | $856.69 K | 100.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 116.15 K | $602.83 K | 170.81% | 0.09% |
| STRS OHIO | 02/02/2026 | 97.40 K | $505.51 K | 55.84% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 90.88 K | $471.67 K | 112.86% | 0.07% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 65.26 K | $336.00 K | 100.00% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 62.72 K | $325.49 K | -4.82% | 0.05% |
| GWN SECURITIES INC. | 02/11/2026 | 57.18 K | $296.78 K | 100.00% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 49.81 K | $258.51 K | 194.64% | 0.04% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 48.92 K | $253.89 K | 100.00% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 45.18 K | $234.47 K | -2.86% | 0.03% |
| NUVEEN, LLC | 02/12/2026 | 43.24 K | $224.40 K | 0.00% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 38.90 K | $201.89 K | 0.00% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 38.85 K | $202.00 K | 3.84% | 0.03% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 32.68 K | $169.59 K | 100.00% | 0.02% |
| BARCLAYS PLC | 02/13/2026 | 31.59 K | $163.96 K | 10.65% | 0.02% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 29.75 K | $137.15 K | 0.00% | 0.02% |
| XTX TOPCO LTD | 02/17/2026 | 27.83 K | $144.43 K | 100.00% | 0.02% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 26.40 K | $137.02 K | 100.00% | 0.02% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 25.78 K | $133.80 K | 100.00% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 25.70 K | $133.36 K | 13.90% | 0.02% |
| RHUMBLINE ADVISERS | 02/13/2026 | 25.67 K | $133.20 K | -13.61% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 24.05 K | $124.84 K | 4.80% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 22.47 K | $116.62 K | 56.88% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 21.33 K | $110.68 K | 48.23% | 0.02% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 19.24 K | $100.00 K | 100.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.68 K | $81.37 K | -10.13% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.80 K | $76.81 K | -54.32% | 0.01% |
| ALGERT GLOBAL LLC | 02/17/2026 | 14.27 K | $74.00 K | 100.00% | 0.01% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 01/13/2026 | 13.27 K | $68.89 K | 100.00% | 0.01% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 12.78 K | $66.30 K | 15.13% | 0.01% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 11.50 K | $60.00 K | 0.00% | 0.01% |
| CIBC ASSET MANAGEMENT INC | 02/10/2026 | 11.07 K | $57.46 K | 100.00% | 0.01% |
| INVESCO LTD. | 02/19/2026 | 11.05 K | $57.35 K | 100.00% | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 9.38 K | $48.67 K | -0.76% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 8.38 K | $43.48 K | -47.61% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 8.07 K | $41.86 K | 0.00% | 0.01% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 01/23/2026 | 6.56 K | $34.00 K | 0.00% | 0.00% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 4.98 K | $25.84 K | 0.00% | 0.00% |
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InnovAge Holding Corp institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of InnovAge Holding Corp. The most heavily invested institutionals were:
Hillsdale Investment Management Inc.: 529,984
RITHOLTZ WEALTH MANAGEMENT: 248,072
DIMENSIONAL FUND ADVISORS LP: 236,485
Nuveen, LLC: 205,462
WELCH CAPITAL PARTNERS LLC/NY: 200,501
Inspire Investing, LLC: 198,320
11.35% of InnovAge Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 21.31 M shares in the last 24 months. This purchase volume represents approximately $186.68 M in transactions.