Recent Quarter Total Invested
$96.05 M
Recent Quarter Institutional Ownership Percentage
11.79%
Total Invested of Last Quarter
$83.28 M
Ownership Percentage of Last Quarter
12.35%
InnovAge Holding Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 4.76 M | $28.54 M | -0.44% | 3.50% |
| COLISEUM CAPITAL MANAGEMENT, LLC | 11/14/2024 | 3.94 M | $23.65 M | -11.80% | 2.90% |
| 11/14/2024 | 1.42 M | $8.49 B | 100.00% | 1.04% | |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.32 M | $7.91 M | 100.00% | 0.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 527,955 | $3.17 M | 5.45% | 0.39% |
| STATE STREET CORP | 11/14/2024 | 344,905 | $2.07 M | 1.24% | 0.25% |
| WELCH CAPITAL PARTNERS LLC/NY | 11/13/2024 | 337,558 | $2.03 M | 0.00% | 0.25% |
| CAMBIAR INVESTORS LLC | 10/28/2024 | 298,944 | $1.79 M | 0.12% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 165,531 | $993,186 | 3.86% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 141,500 | $849,000 | 3.74% | 0.10% |
| ACCORDANT ADVISORY GROUP INC | 10/22/2024 | 100,000 | $600,000 | 0.00% | 0.07% |
| STRS OHIO | 11/01/2024 | 62,500 | $375,000 | -5.59% | 0.05% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 53,437 | $320,622 | 0.00% | 0.04% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 51,995 | $311,970 | 63.75% | 0.04% |
| MORGAN STANLEY | 11/14/2024 | 50,303 | $301,818 | 162.31% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 39,992 | $239,952 | -31.43% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 36,300 | $217,800 | 0.00% | 0.03% |
| RHUMBLINE ADVISERS | 11/12/2024 | 30,019 | $180,114 | 9.15% | 0.02% |
| BARCLAYS PLC | 11/19/2024 | 25,614 | $154,000 | 288.97% | 0.02% |
| JPMORGAN CHASE & CO | 11/08/2024 | 24,687 | $148,122 | 191.46% | 0.02% |
| EDGE CAPITAL GROUP, LLC | 11/12/2024 | 15,000 | $90,000 | 0.00% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 14,645 | $87,870 | 28.05% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 14,009 | $84,054 | 4.71% | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 10,764 | $64,584 | 10.26% | 0.01% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 10,177 | $61,062 | -0.62% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 8,066 | $48,000 | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7,844 | $47,064 | 2.43% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 3,639 | $21,834 | 100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 2,301 | $13,806 | 49.61% | 0.00% |
| 11/13/2024 | 2,031 | $12,186 | 100.00% | 0.00% | |
| ROYAL BANK OF CANADA | 11/14/2024 | 1,947 | $12,000 | 8.77% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 1,437 | $8,622 | 0.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 1,379 | $8,274 | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 1,361 | $8,000 | 100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 1,327 | $7,962 | 0.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 631 | $4,000 | 0.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 199 | $1,000 | 95.10% | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 11/01/2024 | 167 | $1,002 | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2024 | 47 | $282 | 100.00% | 0.00% |
| INVESCO LTD. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GLADIUS CAPITAL MANAGEMENT LP | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
InnovAge Holding Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of INNV shares?
During the previous two years, 47 institutional investors and hedge funds held shares of InnovAge Holding Corp.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 4.76 M
Coliseum Capital Management, LLC: 3.94 M
BlackRock Funding, Inc. /DE: 1.32 M
GEODE CAPITAL MANAGEMENT, LLC: 527,955
STATE STREET CORP: 344,905
WELCH CAPITAL PARTNERS LLC/NY: 337,558
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What percentage of InnovAge Holding Corp. stock is owned by institutional investors?
11.79% of InnovAge Holding Corp. stock is owned by institutional investors.
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How much institutional buying is happening at INNV ?
Institutional investors have bought a total of 15.51 M shares in the last 24 months. This purchase volume represents approximately $77.71 M in transactions.