InnovAge Holding Corp. - INNV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
T. Rowe Price Investment Management, Inc. History No change 6,124,069 72,571 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 1,903,713 22,559 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 1,489,609 17,651 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 935,264 11,082 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 668,742 7,924 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 630,520 7,471 0.09% 0.09% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 602,127 7,137 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 461,656 5,470 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History No change 439,962 5,211 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 390,850 4,625 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 314,585 3,727 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 249,633 2,958 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 243,633 2,887 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 217,609 2,578 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 203,785 2,414 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 186,580 2,210 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 175,208 2,076 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 166,622 1,974 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 156,641 1,856 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 156,084 1,849 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 151,917 1,800 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 148,840 1,763 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 212,156 1,701 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 142,822 1,692 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 136,408 1,616 0.32% 0.32% 25 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 132,865 1,574 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 114,798 1,360 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 98,525 1,167 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 96,598 1,144 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 85,215 1,010 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History No change 69,800 827 0.0% 0.0% 31 0 0.0% Q2 2026 Jul 30, 2026
GWN SECURITIES INC. History No change 68,403 810 0.14% 0.14% 32 0 0.0% Q2 2026 Aug 05, 2026
MORGAN STANLEY History No change 67,174 796 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 63,259 749 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 59,252 702 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 59,225 701 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 55,338 655 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 10, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 74,112 652 0.02% — 38 +74,112 New Q3 2026 Oct 05, 2026
PANAGORA ASSET MANAGEMENT INC History No change 52,315 619 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 48,918 579 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 48,165 570 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 44,020 521 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 42,574 504 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 06, 2026
Verdad Advisers, LP History No change 42,139 499 0.48% 0.48% 44 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 41,977 497 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 35,907 425 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 34,428 407 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 06, 2026
Integrated Quantitative Investments LLC History No change 34,428 407 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 32,688 387 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 31,439 372 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 29,833 353 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Arlington Capital Management, Inc. History No change 29,698 351 0.22% 0.22% 52 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 28,200 334 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 02, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 25,363 300 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 24,525 290 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 21,840 258 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
Brevan Howard Capital Management LP History No change 20,726 245 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 20,032 237 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 19,483 230 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 19,014 225 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 18,256 217 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 18,377 217 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 27, 2026
D'Orazio & Associates, Inc. History No change 17,671 209 0.02% 0.02% 63 0 0.0% Q2 2026 Jul 28, 2026
VIRTUS ADVISERS, LLC History No change 17,427 206 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 17,126 202 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 15,429 182 0.01% 0.01% 66 0 0.0% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History No change 12,831 152 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 12,938 150 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 12,189 144 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 12,123 143 0.01% 0.01% 70 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 11,985 142 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 10,250 121 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 10,285 121 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,112 119 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,066 95 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 6,652 78 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 6,555 77 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,978 58 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 4,806 56 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,810 45 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 3,606 42 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 2,142 25 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Costello Asset Management, INC History No change 1,550 18 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Investment Partners, Inc. History No change 1,437 17 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,129 13 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 1,022 12 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 427 5 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 431 5 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History No change 421 4 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 284 3 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 24, 2026
OSAIC HOLDINGS, INC. History No change 230 2 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 207 1 0.0% 0.0% 95 +80 62.99% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 120 1 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 114 1 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 24, 2026
Covestor Ltd History No change 60 1 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 108 1 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 112 0 — — — +100 833.33% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 74 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 77 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 54 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026