InnovAge Ownership | Who Owns InnovAge?

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InnovAge Ownership Summary

InnovAge is owned by 12.10% institutional investors, 84.42% insiders, and 3.48% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 4.13% of INNV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.49% of its assets in InnovAge shares.

INNV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InnovAge	12.10%	84.42%	3.48%
Sector	Healthcare Stocks	42.50%	10.81%	46.69%
Industry	Medical Care Facilities Stocks	45.06%	12.64%	42.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	5.59M	4.13%	$28.85M
Coliseum capital management	3.88M	2.86%	$20.00M
Kent lake capital	1.77M	1.30%	$8.77M
Kent lake pr	1.74M	1.28%	$8.98M
Blackrock funding, inc. /de	1.28M	0.94%	$6.60M
Blackrock	1.28M	0.94%	$6.32M
Vanguard group	1.12M	0.83%	$5.80M
Geode capital management	553.48K	0.41%	$2.86M
Welch capital partners llc/ny	446.99K	0.33%	$2.31M
State street	343.27K	0.25%	$1.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kent lake pr	1.74M	4.53%	$8.98M
Kent lake capital	1.77M	3.95%	$8.77M
Coliseum capital management	3.88M	1.95%	$20.00M
Welch capital partners llc/ny	446.99K	0.47%	$2.31M
Accordant advisory group	100.00K	0.35%	$516.00K
T. rowe price investment management	5.59M	0.02%	$28.85M
Gsa capital partners llp	37.41K	0.02%	$193.00K
Waddell & associates	33.02K	0.01%	$170.40K
Strs ohio	62.50K	0.00%	$322.50K
Renaissance	150.90K	0.00%	$778.64K

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.59M	0.02%	331.97K
Kent lake pr	1.74M	4.53%	42.65K
Blackrock funding, inc. /de	1.28M	0.00%	34.96K
Millennium management	26.31K	-	26.31K
Jane street group	42.70K	-	24.37K

Top Sellers

Holder	Shares	% Assets	Change
Cambiar investors	-	-	-229.99K
Winnow wealth	-	-	-100.00K
Topline capital management	-	-	-43.38K
Exoduspoint capital management, lp	-	-	-32.67K
Coliseum capital management	3.88M	1.95%	-29.27K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	26.31K	-	26.31K	$78.41K
Invesco	20.32K	-	20.32K	$100.76K
Susquehanna group, llp	18.34K	-	18.34K	$72.09K
O'shaughnessy asset management	11.49K	0.00%	11.49K	$59.31K
State of alaska, department of revenue	6.55K	0.00%	6.55K	$33.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Federated hermes	-3.00
Pnc financial services group	-5.00
Ifp advisors	-7.00
Capital performance advisors llp	-167.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	60	7.14%	16,384,006	0.84%	12	8.38%	33	22.22%	16	-27.27%
Jun 30, 2025	62	5.08%	16,450,331	1.45%	12	8.46%	29	3.57%	25	38.89%
Mar 31, 2025	1	-98.04%	46,827	-99.71%	-	0.02%	1	-96.15%	-	-100.00%
Dec 31, 2024	28	-40.43%	4,264,264	-73.36%	3	2.26%	13	-53.57%	7	-12.50%
Sep 30, 2024	47	4.44%	16,008,729	-4.66%	11	7.73%	28	16.67%	8	-38.46%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.38M	2.49%	-7.74K
T. Rowe Price U.S. SC Value Eq Tr-D	1.73M	1.28%	9.62K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.72M	1.27%	84.66K
Vanguard US Total Market Shares ETF	630.75K	0.47%	-
Vanguard Total Stock Mkt Idx Inv	617.26K	0.46%	-13.49K
iShares Russell 2000 ETF	423.52K	0.31%	-
Vanguard Small Cap Index	259.70K	0.19%	210.00
Cambiar Small Cap Inv	217.56K	0.16%	-
Fidelity Small Cap Index	205.01K	0.15%	13.98K
Vanguard Institutional Extnd Mkt Idx Tr	193.34K	0.14%	-76.20K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 14, 2025	SCARBROUGH MICHAEL ANTHONY	President and COO	Sell	$161.70K
May 28, 2025	ZORETIC RICHARD C	-	Buy	$81.20K
May 30, 2025	ZORETIC RICHARD C	-	Buy	$34.48K
May 29, 2025	ZORETIC RICHARD C	-	Buy	$57.63K
May 21, 2025	ZORETIC RICHARD C	-	Buy	$4.74K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	1
2025 Q3	-	-
2025 Q2	11	-
2025 Q1	-	-
2024 Q4	-	1

INNV Ownership FAQ

Who Owns InnovAge?

InnovAge shareholders are primarily institutional investors at 12.10%, followed by 84.42% insiders and 3.48% retail investors. The average institutional ownership in InnovAge's industry, Medical Care Facilities Stocks, is 45.06%, which InnovAge falls below.

Who owns the most shares of InnovAge?

InnovAge’s largest shareholders are T. rowe price investment management (5.59M shares, 4.13%), Coliseum capital management (3.88M shares, 2.86%), and Kent lake capital (1.77M shares, 1.30%). Together, they hold 8.29% of InnovAge’s total shares outstanding.

Does Blackrock own InnovAge?

Yes, BlackRock owns 0.94% of InnovAge, totaling 1.28M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 6.32M$. In the last quarter, BlackRock decreased its holdings by -14.14K shares, a -1.10% change.

Who is InnovAge’s biggest shareholder by percentage of total assets invested?

Kent lake pr is InnovAge’s biggest shareholder by percentage of total assets invested, with 4.53% of its assets in 1.74M InnovAge shares, valued at 8.98M$.

Who is the top mutual fund holder of InnovAge shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of InnovAge shares, with 2.49% of its total shares outstanding invested in 3.38M InnovAge shares.

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