InnovAge Ownership | Who Owns InnovAge?

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InnovAge Ownership Summary

InnovAge is owned by 0.03% institutional investors, 85.34% insiders, and 14.63% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 3.89% of INNV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.51% of its assets in InnovAge shares.

INNV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InnovAge	0.03%	85.34%	14.63%
Sector	Healthcare Stocks	279.42%	10.64%	-190.05%
Industry	Medical Care Facilities Stocks	56.17%	12.26%	31.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	5.26M	3.89%	$19.41M
Coliseum capital management	3.91M	2.89%	$14.41M
Kent lake capital	1.77M	1.30%	$8.77M
Vanguard group	1.45M	1.07%	$5.69M
Blackrock	1.28M	0.94%	$6.32M
Blackrock funding, inc. /de	1.24M	0.92%	$4.59M
Geode capital management	530.26K	0.39%	$2.08M
Welch capital partners llc/ny	448.77K	0.33%	$1.66M
State street	340.69K	0.25%	$1.69M
Northern trust	320.15K	0.24%	$1.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kent lake capital	1.77M	3.95%	$8.77M
Coliseum capital management	3.91M	1.03%	$14.41M
Welch capital partners llc/ny	448.77K	0.37%	$1.66M
Accordant advisory group	100.00K	0.27%	$369.00K
Cambiar investors	229.99K	0.04%	$848.65K
Topline capital management	43.38K	0.03%	$160.06K
T. rowe price investment management	5.26M	0.01%	$19.41M
Strs ohio	66.20K	0.00%	$328.35K
Renaissance	162.00K	0.00%	$636.66K
Intech investment management	10.17K	0.00%	$37.52K

Top Buyers

Holder	Shares	% Assets	Change
Welch capital partners llc/ny	448.77K	0.37%	82.87K
Jpmorgan chase	60.14K	-	35.46K
Bnp paribas arbitrage, snc	31.39K	0.00%	31.39K
Los angeles capital management	29.75K	0.00%	29.75K
Millennium management	26.31K	-	26.31K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	1.45M	0.00%	-387.58K
Hrt financial lp	21.02K	0.00%	-44.30K
Exoduspoint capital management, lp	-	-	-32.67K
Topline capital management	43.38K	0.03%	-26.77K
Squarepoint ops	-	-	-21.84K

New Positions

Holder	Shares	% Assets	Change	Value
Bnp paribas arbitrage, snc	31.39K	0.00%	31.39K	$123.37K
Los angeles capital management	29.75K	0.00%	29.75K	$109.78K
Millennium management	26.31K	-	26.31K	$78.41K
Invesco	20.32K	-	20.32K	$100.76K
Susquehanna group, llp	18.34K	-	18.34K	$72.09K

Sold Out

Holder	Change
Federated hermes	-3.00
Nelson, van denburg & campbell wealth management group	-3.00
Ifp advisors	-7.00
Capital performance advisors llp	-167.00
Simplex trading	-1.36K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	45	-	16,790,747	0.83%	12	8.23%	24	33.33%	13	-27.78%
Mar 31, 2024	45	4.65%	16,652,561	-0.08%	12	8.15%	18	-5.26%	18	20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.38M	2.51%	-3.96K
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 Total Stock Mkt Idx Inv	630.75K	0.47%	-
Vanguard US Total Market Shares ETF	630.75K	0.47%	-
iShares Russell 2000 ETF	414.44K	0.31%	-7.88K
Vanguard Institutional Extnd Mkt Idx Tr	269.55K	0.20%	-
Vanguard Small Cap Index	259.70K	0.19%	210.00
Cambiar Small Cap Inv	217.56K	0.16%	-
Fidelity Small Cap Index	191.03K	0.14%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 28, 2025	ZORETIC RICHARD C	-	Buy	$81.20K
May 29, 2025	ZORETIC RICHARD C	-	Buy	$57.63K
May 30, 2025	ZORETIC RICHARD C	-	Buy	$34.48K
May 21, 2025	ZORETIC RICHARD C	-	Buy	$4.74K
May 23, 2025	ZORETIC RICHARD C	-	Buy	$4.71K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	11	-
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	2

INNV Ownership FAQ

Who Owns InnovAge?

InnovAge shareholders are primarily institutional investors at 0.03%, followed by 85.34% insiders and 14.63% retail investors. The average institutional ownership in InnovAge's industry, Medical Care Facilities Stocks, is 56.17%, which InnovAge falls below.

Who owns the most shares of InnovAge?

InnovAge’s largest shareholders are T. rowe price investment management (5.26M shares, 3.89%), Coliseum capital management (3.91M shares, 2.89%), and Kent lake capital (1.77M shares, 1.30%). Together, they hold 8.08% 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 capital is InnovAge’s biggest shareholder by percentage of total assets invested, with 3.95% of its assets in 1.77M InnovAge shares, valued at 8.77M$.

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 2.51% of its total shares outstanding invested in 3.38M InnovAge shares.

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