InnovAge Ownership | Who Owns InnovAge?

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InnovAge Ownership Summary

InnovAge is owned by 3.14% institutional investors, 85.19% insiders, and 11.67% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 3.71% 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	3.14%	85.19%	11.67%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Care Facilities Stocks	62.70%	12.86%	24.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	5.04M	3.71%	$19.80M
Coliseum capital management	3.91M	2.88%	$15.39M
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	1.26M	0.93%	$4.94M
Geode capital management	530.26K	0.39%	$2.08M
State street	340.69K	0.25%	$1.69M
Welch capital partners llc/ny	337.56K	0.25%	$1.33M
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	1.27%	$15.39M
Accordant advisory group	100.00K	0.38%	$393.00K
Welch capital partners llc/ny	337.56K	0.29%	$1.33M
Topline capital management	58.74K	0.04%	$230.85K
Cambiar investors	275.37K	0.04%	$1.08M
T. rowe price investment management	5.04M	0.01%	$19.80M
Strs ohio	66.20K	0.00%	$328.35K
Hrt financial lp	51.69K	0.00%	$203.00K
Renaissance	162.00K	0.00%	$636.66K

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.04M	0.01%	281.55K
Topline capital management	58.74K	0.04%	58.74K
Hrt financial lp	51.69K	0.00%	51.69K
Jpmorgan chase	60.14K	-	35.46K
Bnp paribas arbitrage, snc	31.39K	0.00%	31.39K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	1.45M	0.00%	-387.58K
Blackrock funding, inc. /de	1.26M	0.00%	-61.12K
Exoduspoint capital management, lp	-	-	-32.67K
Coliseum capital management	3.91M	1.27%	-26.36K
Cambiar investors	275.37K	0.04%	-23.57K

New Positions

Holder	Shares	% Assets	Change	Value
Topline capital management	58.74K	0.04%	58.74K	$230.85K
Hrt financial lp	51.69K	0.00%	51.69K	$203.00K
Bnp paribas arbitrage, snc	31.39K	0.00%	31.39K	$123.37K
Invesco	20.32K	-	20.32K	$100.76K
Susquehanna group, llp	18.34K	-	18.34K	$72.09K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Federated hermes	-3.00
Capital performance advisors llp	-167.00
Simplex trading	-1.36K
Gladius capital management lp	-7.35K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	43	-6.52%	16,665,541	0.76%	12	8.25%	19	11.76%	15	-16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.39M	2.51%	-
T. Rowe Price U.S. SC Value Eq Tr-D	1.64M	1.21%	120.78K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.64M	1.21%	120.78K
Vanguard Total Stock Mkt Idx Inv	630.75K	0.47%	-
Vanguard US Total Market Shares ETF	630.75K	0.47%	-
iShares Russell 2000 ETF	476.24K	0.35%	-4.13K
Vanguard Small Cap Index	259.70K	0.19%	210.00
Vanguard Institutional Extnd Mkt Idx Tr	253.30K	0.19%	-
Cambiar Small Cap Inv	217.56K	0.16%	-44.86K
Fidelity Small Cap Index	191.32K	0.14%	-3.58K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	DAMATO NICOLE	CHIEF LEGAL OFFICER	Sell	$10.86K
Sep 16, 2024	DAMATO NICOLE	Chief Legal Officer	Sell	$26.01K
Sep 17, 2024	DAMATO NICOLE	Chief Legal Officer	Sell	$45.13K
Jul 18, 2023	DAMATO NICOLE	CHIEF LEGAL OFFICER	Sell	$28.48K
Jul 17, 2023	DAMATO NICOLE	CHIEF LEGAL OFFICER	Sell	$13.19K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

INNV Ownership FAQ

Who Owns InnovAge?

InnovAge shareholders are primarily institutional investors at 3.14%, followed by 85.19% insiders and 11.67% retail investors. The average institutional ownership in InnovAge's industry, Medical Care Facilities Stocks, is 62.70%, which InnovAge falls below.

Who owns the most shares of InnovAge?

InnovAge’s largest shareholders are T. rowe price investment management (5.04M shares, 3.71%), Coliseum capital management (3.91M shares, 2.88%), and Kent lake capital (1.77M shares, 1.30%). Together, they hold 7.89% 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 3.39M InnovAge shares.

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