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InnovAge Holding Corp. · 13F filings

INNV Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns InnovAge Holding Corp. and what the big funds did with it last quarter, from every SEC 13F filing. 107 funds reported holding INNV at Jun 30, 2026, together owning 13.5% of the company.

← INNV stock page

Fund sentiment
Bullish
Strongly bearishNeutralStrongly bullish
  • ▲71 buying vs 43 selling
  • ▲Held by funds +1.8 pts
  • ▲Funds holding +4
  • ▼Superinvestors: 1 added, 2 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding107+4 vs Q1 2026
Held by funds13.5%+1.8 pts
Value held$218M18.4M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 47 fundsQ3 '24Q4 2024: 51 fundsQ4 '24Q1 2025: 57 fundsQ1 '25Q2 2025: 63 fundsQ2 '25Q3 2025: 65 fundsQ3 '25Q4 2025: 78 fundsQ4 '25Q1 2026: 103 fundsQ1 '26Q2 2026: 107 fundsQ2 '2613.5% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding107103+3.9%
In funds' top 1000–
13F shares18.4M16M+15.1%
Held by funds13.5%11.7%+1.8 pts
New positions2631−16.1%
Increased4537+21.6%
Reduced2420+20.0%
Sold out199+111.1%
Calls (shares)00–
Puts (shares)00–
Put/call ratio–––

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 25 buyingQ4 2024: 15 sellingQ4 '24Q1 2025: 27 buyingQ1 2025: 19 sellingQ1 '25Q2 2025: 29 buyingQ2 2025: 28 sellingQ2 '25Q3 2025: 35 buyingQ3 2025: 26 sellingQ3 '25Q4 2025: 47 buyingQ4 2025: 22 sellingQ4 '25Q1 2026: 68 buyingQ1 2026: 29 sellingQ1 '26Q2 2026: 71 buyingQ2 2026: 43 sellingQ2 '26
Buying 71Selling 43latest quarter

Superinvestors in INNV

All superinvestors →

Who owns INNV

share of fund held shares
  • Index and passive funds25.1%
  • Active managers and hedge funds70.3%
  • Banks and brokers3.1%
  • Pensions, insurers and other1.4%

The top 10 holders own 74.1% of all INNV shares that funds reported. Groups are our own grouping of filers by name.

Filed so far for Q3 2026

19 funds changed their position

🔒 Free account: see all 19.

Top holders

Q2 2026
#FundOf companySharesValueChange
1T. Rowe Price Investment Management, Inc.4.49%6.1M$72.6M−9,041
2Federated Hermes, Inc.1.40%1.9M$22.6M+1.9M
3BlackRock, Inc.1.09%1.5M$17.7M+242K
4Vanguard Capital Management LLC0.69%935K$11.1M+58K
5Arrowstreet Capital, Limited Partnership0.49%669K$7.9M+251K
6Algert Global LLC0.46%631K$7.5M+564K
7Geode Capital Management, LLC0.44%602K$7.1M+29K
8State Street Corp0.34%462K$5.5M+30K
9Dimensional Fund Advisors LP0.32%440K$5.2M+203K
10Acadian Asset Management LLC0.29%391K$4.6M+208K
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

INNV institutional ownership FAQ

Who owns the most INNV stock?

In Q2 2026 13F filings the largest holder of INNV was T. Rowe Price Investment Management, Inc., followed by Federated Hermes, Inc. and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.

What percentage of INNV is owned by institutions?

Funds that file 13F reports held 13.5% of INNV's shares at Jun 30, 2026, compared with 11.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying INNV?

In Q2 2026, 71 funds bought INNV (26 of them new positions) and 43 sold (19 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for INNV is bullish.

What is INNV's institutional put/call ratio?

Too few option positions were reported for a meaningful ratio.

How current is this INNV ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.