InnovAge Ownership | Who Owns InnovAge?

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InnovAge Ownership Summary

InnovAge is owned by 4.19% institutional investors, 84.41% insiders, and 11.41% 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 2.57% of its assets in InnovAge shares.

INNV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InnovAge	4.19%	84.41%	11.41%
Sector	Healthcare Stocks	232.01%	10.74%	-142.75%
Industry	Medical Care Facilities Stocks	33.52%	12.46%	54.02%

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	1.28M	0.94%	$6.32M
Blackrock funding, inc. /de	1.26M	0.93%	$6.55M
Vanguard group	1.14M	0.84%	$5.92M
Geode capital management	552.77K	0.41%	$2.87M
Welch capital partners llc/ny	404.10K	0.30%	$2.10M
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	404.10K	0.42%	$2.10M
Gwn securities	57.18K	0.06%	$296.78K
T. rowe price investment management	5.59M	0.02%	$28.85M
Gsa capital partners llp	38.85K	0.02%	$202.00K
Ritholtz wealth management	165.07K	0.02%	$856.69K
O'shaughnessy asset management	238.88K	0.01%	$1.24M
Kathmere capital management	13.27K	0.00%	$68.89K

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.59M	0.02%	331.97K
O'shaughnessy asset management	238.88K	0.01%	227.39K
Ritholtz wealth management	165.07K	0.02%	165.07K
Goldman sachs group	116.15K	0.00%	73.26K
Acadian asset management	65.26K	0.00%	65.26K

Top Sellers

Holder	Shares	% Assets	Change
Cambiar investors	-	-	-229.99K
Winnow wealth	-	-	-100.00K
Accordant advisory group	-	-	-100.00K
Topline capital management	-	-	-43.38K
Welch capital partners llc/ny	404.10K	0.42%	-42.88K

New Positions

Holder	Shares	% Assets	Change	Value
Ritholtz wealth management	165.07K	0.02%	165.07K	$856.69K
Acadian asset management	65.26K	0.00%	65.26K	$336.00K
Gwn securities	57.18K	0.06%	57.18K	$296.78K
Dimensional fund advisors lp	48.92K	0.00%	48.92K	$253.88K
Assenagon asset management	32.68K	0.00%	32.68K	$169.59K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Clearstead advisors	-26.00
Capital performance advisors llp	-167.00
Srs capital advisors	-331.00
Raymond james financial	-810.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	52	-17.46%	5,680,496	-65.33%	4	2.86%	35	-2.78%	10	-37.50%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.48M	2.57%	69.56K
T. Rowe Price U.S. SC Value Eq Tr-D	2.07M	1.53%	2.88K
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	615.32K	0.45%	-
iShares Russell 2000 ETF	464.74K	0.34%	69.61K
Vanguard Small Cap Index	259.70K	0.19%	210.00
Vanguard Institutional Extnd Mkt Idx Tr	232.21K	0.17%	-
Cambiar Small Cap Inv	217.56K	0.16%	-
Fidelity Small Cap Index	206.59K	0.15%	-246.00

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
2026 Q1	-	-
2025 Q4	-	1
2025 Q3	-	-
2025 Q2	11	-
2025 Q1	-	-

INNV Ownership FAQ

Who Owns InnovAge?

InnovAge shareholders are primarily institutional investors at 4.19%, followed by 84.41% insiders and 11.40% retail investors. The average institutional ownership in InnovAge's industry, Medical Care Facilities Stocks, is 33.52%, 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 2.57% of its total shares outstanding invested in 3.48M InnovAge shares.

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