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. | 02/14/2025 | 5.04 M | $19.80 M | 5.92% | 3.72% |
COLISEUM CAPITAL MANAGEMENT, LLC | 02/14/2025 | 3.91 M | $15.39 M | -0.67% | 2.89% |
VANGUARD GROUP INC | 02/11/2025 | 1.45 M | $5.69 M | -21.13% | 1.07% |
02/14/2025 | 1.32 M | $5.17 M | -6.99% | 0.97% | |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.26 M | $4.94 M | -4.63% | 0.93% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 530,263 | $2.08 M | 0.44% | 0.39% |
WELCH CAPITAL PARTNERS LLC/NY | 02/14/2025 | 337,558 | $1.33 M | 0.00% | 0.25% |
CAMBIAR INVESTORS LLC | 01/29/2025 | 275,369 | $1.08 M | -7.89% | 0.20% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 162,000 | $636,660 | 14.49% | 0.12% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 159,787 | $627,963 | -3.47% | 0.12% |
ACCORDANT ADVISORY GROUP INC | 01/23/2025 | 100,000 | $393,000 | 0.00% | 0.07% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 67,157 | $263,927 | 29.16% | 0.05% |
JPMORGAN CHASE & CO | 02/12/2025 | 60,143 | $236,362 | 143.62% | 0.04% |
TOPLINE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 58,740 | $230,848 | 100.00% | 0.04% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 53,437 | $210,008 | 0.00% | 0.04% |
HRT FINANCIAL LP | 02/14/2025 | 51,687 | $203,000 | 100.00% | 0.04% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 39,992 | $157,169 | 0.00% | 0.03% |
JANE STREET GROUP, LLC | 02/14/2025 | 39,398 | $154,834 | 230.60% | 0.03% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 36,300 | $142,659 | 0.00% | 0.03% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 31,393 | $123,374 | 100.00% | 0.02% |
RHUMBLINE ADVISERS | 01/30/2025 | 29,994 | $117,869 | -0.08% | 0.02% |
BARCLAYS PLC | 02/13/2025 | 29,099 | $115,000 | 13.61% | 0.02% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 18,344 | $72,092 | 100.00% | 0.01% |
SQUAREPOINT OPS LLC | 02/14/2025 | 17,272 | $67,879 | 100.00% | 0.01% |
CITIGROUP INC | 02/12/2025 | 14,848 | $58,353 | 7.42% | 0.01% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 11,220 | $44,095 | 4.24% | 0.01% |
DEUTSCHE BANK AG\ | 02/14/2025 | 11,096 | $43,607 | 0.00% | 0.01% |
UBS GROUP AG | 02/14/2025 | 10,834 | $42,578 | -26.02% | 0.01% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 10,464 | $41,124 | 33.40% | 0.01% |
COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 9,463 | $37,190 | -7.02% | 0.01% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 8,066 | $32,000 | 0.00% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 4,951 | $19,457 | 217.17% | 0.00% |
ROYAL BANK OF CANADA | 02/14/2025 | 2,970 | $12,000 | 52.54% | 0.00% |
FMR LLC | 02/13/2025 | 2,433 | $9,562 | 177.42% | 0.00% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2,301 | $9,078 | 0.00% | 0.00% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 1,694 | $6,657 | -53.45% | 0.00% |
AMERITAS INVESTMENT PARTNERS, INC. | 02/13/2025 | 1,437 | $5,647 | 0.00% | 0.00% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 1,379 | $5,419 | 0.00% | 0.00% |
AMALGAMATED BANK | 02/04/2025 | 631 | $2,000 | 0.00% | 0.00% |
STERLING CAPITAL MANAGEMENT LLC | 02/13/2025 | 451 | $1,772 | 859.57% | 0.00% |
CWM, LLC | 02/04/2025 | 304 | $1,000 | 52.76% | 0.00% |
IFP ADVISORS, INC | 02/04/2025 | 7 | $28 | 100.00% | 0.00% |
FEDERATED HERMES, INC. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
SIMPLEX TRADING, LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
EDGE CAPITAL GROUP, LLC | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
CAPITAL PERFORMANCE ADVISORS LLP | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
02/13/2025 | 0 | $0 | -100.00% | 0.00% |
InnovAge Holding Corp. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of InnovAge Holding Corp.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 5.04 M
Coliseum Capital Management, LLC: 3.91 M
VANGUARD GROUP INC: 1.45 M
BlackRock Funding, Inc. /DE: 1.26 M
GEODE CAPITAL MANAGEMENT, LLC: 530,263
WELCH CAPITAL PARTNERS LLC/NY: 337,558
11.77% of InnovAge Holding Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 17.40 M shares in the last 24 months. This purchase volume represents approximately $66.30 M in transactions.