Who owns InnovAge Holding Corp. (INNV)
Which tracked institutional funds hold INNV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INNV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on INNV is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
INNV’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INNV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 102 tracked filers holding INNV, 72 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in INNV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- VANGUARD CAPITAL MANAGEMENT LLC$7M
- Hillsdale Investment Management Inc.$4M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
- Inspire Investing, LLC$2M
- VANGUARD FIDUCIARY TRUST CO$1M
- JANUS HENDERSON GROUP PLC$971K
Full exits 2
- VANGUARD GROUP INC$6M
- MARSHALL WACE, LLP$2M
Largest adds
- T. Rowe Price Investment Management, Inc.$37M
- BlackRock, Inc.$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- DIMENSIONAL FUND ADVISORS LP$2M
- STATE STREET CORP$2M
Largest trims
- Coliseum Capital Management, LLC$6M
- WELCH CAPITAL PARTNERS LLC/NY$489K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 6,133,110 | $49M | 33.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,248,091 | $10M | 6.8% | 2026-Q1 |
| Coliseum Capital Management, LLC trimmed | 1,114,809 | $9M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 877,136 | $7M | 4.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 573,417 | $5M | 3.1% | 2026-Q1 |
| Hillsdale Investment Management Inc. new | 529,984 | $4M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 431,426 | $3M | 2.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 417,538 | $3M | 2.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 370,817 | $3M | 2.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 272,540 | $2M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 267,137 | $2M | 1.4% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 248,072 | $2M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 236,485 | $2M | 1.3% | 2026-Q1 |
| Nuveen, LLC added | 205,462 | $2M | 1.1% | 2026-Q1 |
| WELCH CAPITAL PARTNERS LLC/NY trimmed | 200,501 | $2M | 1.1% | 2026-Q1 |
| Inspire Investing, LLC new | 198,320 | $2M | 1.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 183,181 | $1M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 179,588 | $1M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 179,241 | $1M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 140,507 | $1M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 121,117 | $971K | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 118,640 | $951K | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 159,970 | $830K | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 95,526 | $766K | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 78,285 | $628K | 0.4% | 2026-Q1 |
| Legato Capital Management LLC new | 67,819 | $544K | 0.4% | 2026-Q1 |
| Integrated Quantitative Investments LLC new | 67,819 | $544K | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 66,785 | $536K | 0.4% | 2026-Q1 |
| GWN SECURITIES INC. added | 66,779 | $536K | 0.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 66,239 | $531K | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 64,376 | $516K | 0.3% | 2026-Q1 |
| STRS OHIO trimmed | 64,200 | $515K | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 55,244 | $443K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 53,307 | $428K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 50,608 | $406K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 50,364 | $404K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 45,673 | $366K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 44,105 | $354K | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 41,223 | $336K | 0.2% | 2026-Q1 |
| Centiva Capital, LP added | 40,631 | $326K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 37,654 | $302K | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT new | 35,907 | $288K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 34,284 | $275K | 0.2% | 2026-Q1 |
| Verdad Advisers, LP new | 31,641 | $254K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 31,188 | $250K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 30,300 | $243K | 0.2% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd new | 26,630 | $214K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 24,155 | $194K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 23,074 | $185K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 3,436 | $183K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 22,165 | $178K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 18,395 | $148K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,256 | $147K | 0.1% | 2026-Q1 |
| D'Orazio & Associates, Inc. new | 18,206 | $146K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 18,101 | $145K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,047 | $145K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 15,534 | $125K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 15,109 | $121K | 0.1% | 2026-Q1 |
| UBS Group AG added | 12,998 | $104K | 0.1% | 2026-Q1 |
| Baron Wealth Management LLC new | 12,959 | $104K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 12,775 | $102K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 12,189 | $98K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 11,631 | $93K | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc | 11,072 | $89K | 0.1% | 2026-Q1 |
| Polymer Capital Management (US) LLC new | 10,843 | $87K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,615 | $77K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,510 | $67K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,066 | $65K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,530 | $60K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 6,652 | $53K | 0.0% | 2026-Q1 |
| State of Alaska, Department of Revenue | 6,555 | $52K | 0.0% | 2026-Q1 |
| FMR LLC added | 5,939 | $48K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $40K | 0.0% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 4,580 | $37K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 3,994 | $32K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 3,036 | $24K | 0.0% | 2026-Q1 |
| CWM, LLC added | 2,690 | $22K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,521 | $20K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,958 | $16K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,628 | $13K | 0.0% | 2026-Q1 |
| Costello Asset Management, INC new | 1,550 | $12K | 0.0% | 2026-Q1 |
| Kent Lake PR LLC added | 1,739,685 | $9M | 6.1% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 1,140,223 | $6M | 4.0% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 291,286 | $2M | 1.0% | 2025-Q4 stale |
| CAMBIAR INVESTORS LLC trimmed | 229,987 | $849K | 0.6% | 2025-Q2 stale |
| Accordant Advisory Group Inc | 100,000 | $516K | 0.3% | 2025-Q3 stale |
| WINNOW WEALTH LLC new | 100,000 | $369K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 62,715 | $325K | 0.2% | 2025-Q4 stale |
| WADDELL & ASSOCIATES, LLC added | 33,024 | $170K | 0.1% | 2025-Q3 stale |
| Assenagon Asset Management S.A. new | 32,676 | $170K | 0.1% | 2025-Q4 stale |
| Topline Capital Management, LLC trimmed | 43,378 | $160K | 0.1% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 29,750 | $137K | 0.1% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 25,780 | $134K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC new | 19,242 | $100K | 0.1% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 23,321 | $86K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 21,021 | $77K | 0.1% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 11,051 | $57K | 0.0% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 13,579 | $40K | 0.0% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 10,167 | $38K | 0.0% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 9,325 | $28K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.