InnovAge Holding Corp.
InnovAge Holding Corp. (INNV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · INNV · as of Sep 30, 2024
Ownership Breakdown
47
Institutional Holders
▲ 2 vs Q2
$96.05M
Total Inst. Value
▲ $12.77M vs Q2
135.74M
Shares Outstanding
freeFloat 15.87%
16.01M
13F Shares Held
▼ 782,018 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
INNV largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-health services | 4.76M | 3.50% | 3.50% | $28.54B | Nov 14, 2024 | ▼ 21.0K |
COLISEUM CAPITAL MANAGEMENT, LLC services-health services | 3.94M | 2.90% | 2.90% | $23.65B | Nov 14, 2024 | ▼ 527.4K |
VANGUARD GROUP INC services-health services | 1.83M | 1.35% | 1.35% | $11.01B | Nov 13, 2024 | ▲ 10.3K |
KENT LAKE PR LLC services-health services | 1.42M | 1.04% | 1.04% | $8.49B | Nov 14, 2024 | NEW |
BLACKROCK, INC. services-health services | 1.32M | 97.16% | 97.16% | $7.91B | Nov 13, 2024 | NEW |
GEODE CAPITAL MANAGEMENT, LLC services-health services | 528.0K | 38.89% | 38.89% | $3.17B | Nov 12, 2024 | ▲ 27.3K |
STATE STREET CORP services-health services | 344.9K | 25.40% | 25.40% | $2.07B | Nov 14, 2024 | ▲ 4.2K |
WELCH CAPITAL PARTNERS LLC/NY services-health services | 337.6K | 24.86% | 24.86% | $2.02B | Nov 13, 2024 | — held |
NORTHERN TRUST CORP services-health services | 315.2K | 23.22% | 23.22% | $1.89B | Nov 13, 2024 | ▼ 5.0K |
CAMBIAR INVESTORS LLC services-health services | 298.9K | 22.02% | 22.02% | $1.79B | Oct 28, 2024 | ▲ 358 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
22
Increased
+156.6K shares6
New Positions
first time holders8
Decreased
−594.0K shares3
Sold Out
fully exitedNet shares change (top 50)
437.4K
+156.6K / −594.0K
Net new holders
+17
6 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
INNV insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BLAIR PATRICK T CHIEF EXECUTIVE OFFICER | Dec 1, 2025 | Tax Withhold | 5,054 | $5.47 | $27.6K | 709.1K | Form 4 ↗ |
SCARBROUGH MICHAEL ANTHONY President and COO | Nov 14, 2025 | Sale | 33,000 | $4.90 | $161.7K | 119.6K | Form 4 ↗ |
BLAIR PATRICK T CHIEF EXECUTIVE OFFICER | Sep 1, 2025 | Tax Withhold | 5,056 | $3.83 | $19.4K | 714.1K | Form 4 ↗ |
DAMATO NICOLE CHIEF LEGAL OFFICER | Aug 15, 2025 | Tax Withhold | 14,303 | $3.43 | $49.1K | 319.8K | Form 4 ↗ |
BLAIR PATRICK T CHIEF EXECUTIVE OFFICER | Jul 16, 2025 | Award | 137,299 | — | — | 719.2K | Form 4 ↗ |
SCARBROUGH MICHAEL ANTHONY President and COO | Jul 15, 2025 | Award | 119,617 | — | — | 152.6K | Form 4 ↗ |
DAMATO NICOLE CHIEF LEGAL OFFICER | Jul 15, 2025 | Award | 125,598 | — | — | 334.1K | Form 4 ↗ |
ZORETIC RICHARD C director | Jul 1, 2025 | Award | 25,316 | — | — | 93.8K | Form 4 ↗ |
TAVENNER MARILYN B director | Jul 1, 2025 | Award | 25,316 | — | — | 45.2K | Form 4 ↗ |
Sparks Teresa director | Jul 1, 2025 | Award | 25,316 | — | — | 59.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
InnovAge Holding Corp. (INNV) is primarily owned by institutional investors, who hold approximately 11.8% of total shares outstanding. Company insiders own approximately 84.13%, while retail and public investors account for the remaining 4.08%.
The largest institutional shareholder of InnovAge Holding Corp. is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding approximately 4.76 million shares — equal to 3.50% of outstanding shares — as of September 30, 2024.
A total of 47 institutional investors currently hold INNV stock, with a combined institutional value of approximately $96,052,665 as of the most recent 13F filing period.
Frequently asked questions
INNV ownershipInnovAge Holding Corp. (INNV) is primarily owned by institutional investors, who hold approximately 11.8% of shares. The largest shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. with a 3.50% stake. Company insiders hold 84.13%. Data sourced from SEC Form 13F as of September 30, 2024.