Who Owns InnovAge Stock?
NASDAQ: INNVHealth CareMedical/Nursing ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 14.96%
- Held by insiders
- 61.29%
- Institutional holders
- 158
- Institutions 15.0%
- Insiders 61.3%
- Public and other 23.7%
Who owns InnovAge stock?
Institutional investors own about 15.0% of InnovAge's shares, spread across 158 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 61.29% of INNV.
The largest institutional holders are T. Rowe Price Investment Management, Inc. (4.49%), Federated Hermes, Inc. (1.40%) and Blackrock Inc. (1.09%). Together, the top 10 institutions control 10.0% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their INNV positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of INNV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6.12M | 4.49% | -0.1% |
| Federated Hermes, Inc. | 1.90M | 1.40% | +41465.8% |
| Blackrock Inc. | 1.49M | 1.09% | +19.4% |
| Vanguard Capital Management LLC | 935.26K | 0.69% | +6.6% |
| Arrowstreet Capital, Limited Partnership | 668.74K | 0.49% | +60.2% |
| Algert Global, LLC | 630.52K | 0.46% | +844.1% |
| Geode Capital Management, LLC | 602.13K | 0.44% | +5.0% |
| State Street Corporation | 461.66K | 0.34% | +7.0% |
| Dimensional Fund Advisors LP | 439.96K | 0.32% | +86.0% |
| Acadian Asset Management. LLC | 390.85K | 0.29% | +113.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of INNV
| Fund | Shares | % Held |
|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 3.35M | 2.46% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 2.06M | 1.51% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | 900.03K | 0.66% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 665.12K | 0.49% |
| iShares Trust-iShares Russell 2000 ETF | 574.08K | 0.42% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | 359.59K | 0.26% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund | 342.79K | 0.25% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 243.90K | 0.18% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 241.47K | 0.18% |
| TR PRICE-Price (T.Rowe) U.S. Equities Trust | 222.95K | 0.16% |
Frequently asked questions
Who is the largest shareholder of InnovAge?
T. Rowe Price Investment Management, Inc. is the largest institutional shareholder of INNV, owning 4.49% of shares outstanding (6.12M shares) as of its latest 13F filing.
What percentage of InnovAge is owned by institutions?
Institutions own about 15.0% of INNV shares and 38.6% of the public float.
How much of InnovAge do insiders own?
Insiders, such as officers and directors, own about 61.29% of INNV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.