Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in INNV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $10.0M | -1.1% | 0.920% | 0.00% |
| 2 | Coliseum Capital Management, LLC | 1.1M | $8.9M | -62.5% | 0.822% | 0.73% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 877K | $7.0M | β | 0.646% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 573K | $4.6M | +3.7% | 0.423% | 0.00% |
| 5 | Hillsdale Investment Management Inc. | 530K | $4.3M | β | 0.391% | 0.12% |
| 6 | STATE STREET CORP | 431K | $3.5M | +17.9% | 0.318% | 0.00% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 418K | $3.3M | β | 0.308% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 371K | $3.0M | +100.8% | 0.273% | 0.00% |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 273K | $2.2M | +14.1% | 0.201% | 0.01% |
| 10 | NORTHERN TRUST CORP | 267K | $2.1M | +2.8% | 0.197% | 0.00% |
| 11 | RITHOLTZ WEALTH MANAGEMENT | 248K | $2.0M | +50.3% | 0.183% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 236K | $1.9M | +383.4% | 0.174% | 0.00% |
| 13 | Nuveen, LLC | 205K | $1.6M | +375.2% | 0.151% | 0.00% |
| 14 | CWM Advisors, LLC | 198K | $1.6M | β | 0.146% | 0.13% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 180K | $1.4M | +4.7% | 0.132% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 179K | $1.4M | +54.3% | 0.132% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 141K | $1.1M | β | 0.103% | 0.00% |
| 18 | JANUS HENDERSON GROUP PLC | 121K | $971K | β | 0.089% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 119K | $951K | β | 0.087% | 0.00% |
| 20 | ALLIANCEBERNSTEIN L.P. | 160K | $830K | +311.2% | 0.118% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 96K | $766K | β | 0.070% | 0.00% |
| 22 | PRUDENTIAL FINANCIAL INC | 78K | $628K | β | 0.058% | 0.00% |
| 23 | Integrated Quantitative Investments LLC | 68K | $544K | β | 0.050% | 0.10% |
| 24 | GWN SECURITIES INC. | 67K | $536K | +16.8% | 0.049% | 0.10% |
| 25 | STATE OF WISCONSIN INVESTMENT BOARD | 66K | $531K | +150.9% | 0.049% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in INNV β a direct measure of their conviction.
Filings activity in INNV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 99 | +29% | 6.01% | +2.36 pp | $74M | +65% |
| Q4 2025 | 77 | +24% | 3.65% | 0.66 pp | $45M | 15% |
| Q3 2025 | 62 | 3.1% | 4.31% | +1.14 pp | $53M | +36% |
| Q2 2025 | 64 | +12% | 3.17% | +0.67 pp | $39M | +27% |
| Q1 2025 | 57 | +16% | 2.50% | 0.82 pp | $31M | 25% |
| Q4 2024 | 49 | +2.1% | 3.32% | 1.96 pp | $41M | 37% |
| Q3 2024 | 48 | +4.3% | 5.28% | +0.60 pp | $65M | +13% |
| Q2 2024 | 46 | β | 4.68% | β | $58M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying INNV stock.
Based on Q1 2026 13F filings, institutional ownership of InnovAge Holding Corp. stands at 6.0%, held across 99 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of INNV, with approximately 1,248,091 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of INNV, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for INNV is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
33 institutions opened new positions in INNV during Q1 2026, while 11 fully exited. 57 added to existing positions and 8 trimmed.
INNV institutional ownership rose by 2.36 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 65.9% of all reported 13F value in INNV, and the top 25 account for 88.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
InnovAge Holding Corp. (INNV) Institutional Ownership