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InnovAge Ownership | Who Owns InnovAge?

OverviewForecastRevenueFinancialsChartTranscripts

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

TypeName% Inst% Insiders% Retail
StockInnovAge11.79%85.04%3.17%
SectorHealthcare Stocks 47.25%8.01%44.75%
IndustryMedical Care Facilities Stocks68.73%10.08%21.18%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value3.12M2.30%-28.17K
T. Rowe Price U.S. SC Value Eq Tr-Z1.52M1.12%3.06K
Vanguard Total Stock Mkt Idx Inv630.75K0.47%-
Vanguard Small Cap Index509.25K0.38%-5.42K
iShares Russell 2000 ETF467.17K0.34%-1.05K
Cambiar Small Cap Inv286.00K0.21%-
Vanguard Small Cap Growth Index Inv281.89K0.21%156.00
Vanguard Institutional Extnd Mkt Idx Tr253.30K0.19%-
Fidelity Small Cap Index195.15K0.14%-660.00
Northern Small Cap Value142.49K0.11%-4.25K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2024DAMATO NICOLE CHIEF LEGAL OFFICERSell$10.86K
Sep 16, 2024DAMATO NICOLE Chief Legal OfficerSell$26.01K
Sep 17, 2024DAMATO NICOLE Chief Legal OfficerSell$45.13K
Jul 18, 2023DAMATO NICOLE CHIEF LEGAL OFFICERSell$28.48K
Jul 17, 2023DAMATO NICOLE CHIEF LEGAL OFFICERSell$13.19K

Insider Transactions Trends

DateBuySell
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 68.73%, 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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