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. | 08/14/2026 | 6.12 M | $72.57 M | -0.15% | 4.51% |
| FEDERATED HERMES, INC. | 08/12/2026 | 1.90 M | $22.56 M | 41,465.79% | 1.40% |
| BLACKROCK, INC. | 08/07/2026 | 1.49 M | $17.65 M | 19.35% | 1.10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 935.26 K | $11.08 M | 6.63% | 0.69% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 668.74 K | $7.92 M | 60.16% | 0.49% |
| ALGERT GLOBAL LLC | 08/13/2026 | 630.52 K | $7.47 M | 844.10% | 0.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 602.13 K | $7.14 M | 5.01% | 0.44% |
| STATE STREET CORP | 09/22/2026 | 461.66 K | $5.47 M | 7.01% | 0.34% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 439.96 K | $5.21 M | 86.04% | 0.32% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 390.85 K | $4.63 M | 113.37% | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 314.59 K | $3.73 M | 15.43% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 249.63 K | $2.96 M | -32.68% | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 243.63 K | $2.89 M | -1.79% | 0.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 217.61 K | $2.58 M | 21.41% | 0.16% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 212.16 K | $1.70 M | 32.62% | 0.16% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 203.79 K | $2.41 M | 100.00% | 0.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 186.58 K | $2.21 M | 3.89% | 0.14% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 186.58 K | $2.21 M | 100.00% | 0.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 175.21 K | $2.08 M | -34.41% | 0.13% |
| NUVEEN, LLC | 08/11/2026 | 166.62 K | $1.97 M | -18.90% | 0.12% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 156.64 K | $1.86 M | 100.00% | 0.12% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 156.08 K | $1.85 M | 11.09% | 0.12% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 151.92 K | $1.80 M | 28.05% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 148.84 K | $1.76 M | 571.51% | 0.11% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 142.82 K | $1.69 M | 115.62% | 0.11% |
| WELCH CAPITAL PARTNERS LLC/NY | 08/12/2026 | 136.41 K | $1.62 M | -31.97% | 0.10% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 132.87 K | $1.57 M | 69.72% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 114.80 K | $1.36 M | 20.17% | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 98.53 K | $1.17 M | 161.66% | 0.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 96.60 K | $1.14 M | 90.88% | 0.07% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 85.22 K | $1.01 M | 100.00% | 0.06% |
| STRS OHIO | 07/30/2026 | 69.80 K | $827.13 K | 8.72% | 0.05% |
| GWN SECURITIES INC. | 08/05/2026 | 68.40 K | $810.58 K | 2.43% | 0.05% |
| MORGAN STANLEY | 08/13/2026 | 67.17 K | $796.01 K | 191.12% | 0.05% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 63.26 K | $749.62 K | 53.46% | 0.05% |
| MAN GROUP PLC | 08/14/2026 | 59.25 K | $702.14 K | 100.00% | 0.04% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 59.23 K | $701.82 K | 7.21% | 0.04% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 08/10/2026 | 55.34 K | $655.76 K | 100.00% | 0.04% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 52.32 K | $619.93 K | 100.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 48.92 K | $579.68 K | 56.85% | 0.04% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 48.17 K | $570.76 K | 100.00% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 44.02 K | $521.64 K | -0.19% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 42.57 K | $504.50 K | 1,302.31% | 0.03% |
| VERDAD ADVISERS, LP | 08/14/2026 | 42.14 K | $499.35 K | 33.18% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 41.98 K | $497.00 K | 22.44% | 0.03% |
| ZACKS INVESTMENT MANAGEMENT | 08/13/2026 | 35.91 K | $425.50 K | 0.00% | 0.03% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 34.43 K | $407.97 K | -49.24% | 0.03% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 08/14/2026 | 34.43 K | $407.97 K | -49.24% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 32.69 K | $387.35 K | 151.48% | 0.02% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 31.44 K | $372.55 K | 108.08% | 0.02% |
InnovAge Holding Corp institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of InnovAge Holding Corp. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.12 M
FEDERATED HERMES, INC.: 1.9 M
BlackRock, Inc.: 1.49 M
VANGUARD CAPITAL MANAGEMENT LLC: 935,264
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 668,742
ALGERT GLOBAL LLC: 630,520
13.72% of InnovAge Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 24.78 M shares in the last 24 months. This purchase volume represents approximately $217.08 M in transactions.