InnovAge Ownership | Who Owns InnovAge?

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InnovAge Ownership Summary

InnovAge is owned by 11.79% institutional investors, 85.04% insiders, and 3.17% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 3.51% of INNV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.30% of its assets in InnovAge shares.

INNV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InnovAge	11.79%	85.04%	3.17%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Medical Care Facilities Stocks	77.86%	10.71%	11.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	4.78M	3.51%	$23.70M
Coliseum capital management	4.47M	3.29%	$22.16M
Vanguard group	1.82M	1.34%	$9.05M
Kent lake capital	1.77M	1.30%	$8.77M
Blackrock	1.28M	0.94%	$6.32M
Geode capital management	500.65K	0.37%	$2.48M
State street	340.69K	0.25%	$1.69M
Welch capital partners llc/ny	337.56K	0.25%	$1.67M
Northern trust	320.15K	0.24%	$1.59M
Cambiar investors	298.59K	0.22%	$1.48M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kent lake capital	1.77M	3.95%	$8.77M
Coliseum capital management	4.47M	1.98%	$22.16M
Accordant advisory group	100.00K	0.47%	$496.00K
Welch capital partners llc/ny	337.56K	0.40%	$1.67M
Cambiar investors	298.59K	0.06%	$1.48M
T. rowe price investment management	4.78M	0.01%	$23.70M
Edge capital group	15.00K	0.00%	$74.40K
Strs ohio	66.20K	0.00%	$328.35K
Renaissance	136.40K	0.00%	$676.54K
Tower research capital llc (trc)	7.11K	0.00%	$35.26K

Top Buyers

Holder	Shares	% Assets	Change
Accordant advisory group	100.00K	0.47%	100.00K
Geode capital management	500.65K	0.00%	46.04K
T. rowe price investment management	4.78M	0.01%	22.79K
Invesco	20.32K	-	20.32K
Kent lake capital	1.77M	3.95%	17.27K

Top Sellers

Holder	Shares	% Assets	Change
Exoduspoint capital management, lp	-	-	-32.67K
Vanguard group	1.82M	0.00%	-18.65K
Blackrock	1.28M	0.00%	-14.14K
Mirae asset global investments	-	-	-13.87K
Ubs group	11.44K	-	-12.99K

New Positions

Holder	Shares	% Assets	Change	Value
Accordant advisory group	100.00K	0.47%	100.00K	$496.00K
Invesco	20.32K	-	20.32K	$100.76K
Corebridge financial	10.24K	0.00%	10.24K	$50.79K
Mirae asset global etfs	9.76K	0.00%	9.76K	$48.42K
Cwm	102.00	-	102.00	$1.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Russell investments group	-547.00
Gladius capital management lp	-7.35K
American group	-9.32K
Susquehanna group, llp	-11.52K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	46	-4.17%	16,539,529	0.54%	12	8.29%	17	-5.56%	18	-21.74%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.12M	2.30%	-28.17K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.52M	1.12%	3.06K
Vanguard Total Stock Mkt Idx Inv	630.75K	0.47%	-
Vanguard Small Cap Index	509.25K	0.38%	-5.42K
iShares Russell 2000 ETF	502.72K	0.37%	-1.05K
Cambiar Small Cap Inv	286.00K	0.21%	-
Vanguard Small Cap Growth Index Inv	281.89K	0.21%	156.00
Vanguard Institutional Extnd Mkt Idx Tr	253.30K	0.19%	-
Fidelity Small Cap Index	195.04K	0.14%	-103.00
Northern Small Cap Value	142.49K	0.11%	-4.25K

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 11.79%, followed by 85.04% insiders and 3.17% retail investors. The average institutional ownership in InnovAge's industry, Medical Care Facilities Stocks, is 77.86%, which InnovAge falls below.

Who owns the most shares of InnovAge?

InnovAge’s largest shareholders are T. rowe price investment management (4.78M shares, 3.51%), Coliseum capital management (4.47M shares, 3.29%), and Vanguard group (1.82M shares, 1.34%). Together, they hold 8.15% 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 2.30% of its total shares outstanding invested in 3.12M InnovAge shares.

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