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, 2025
Ownership Breakdown
64
Institutional Holders
▲ 1 vs Q2
$84.54M
Total Inst. Value
▲ $23.84M vs Q2
135.74M
Shares Outstanding
freeFloat 15.87%
16.38M
13F Shares Held
▼ 66,213 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 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-health services | 5.59M | 4.13% | 4.13% | $28.85B | Nov 14, 2025 | ▲ 332.0K |
COLISEUM CAPITAL MANAGEMENT, LLC services-health services | 3.88M | 2.86% | 2.86% | $20.00B | Nov 14, 2025 | ▼ 29.3K |
KENT LAKE PR LLC services-health services | 1.74M | 1.28% | 1.28% | $8.98B | Nov 14, 2025 | ▲ 42.6K |
BLACKROCK, INC. services-health services | 1.28M | 94.43% | 94.43% | $6.60B | Nov 12, 2025 | ▲ 35.0K |
VANGUARD GROUP INC services-health services | 1.12M | 83.04% | 83.04% | $5.80B | Nov 7, 2025 | ▲ 4.2K |
GEODE CAPITAL MANAGEMENT, LLC services-health services | 553.5K | 40.88% | 40.88% | $2.86B | Nov 12, 2025 | ▼ 1.4K |
WELCH CAPITAL PARTNERS LLC/NY services-health services | 447.0K | 33.02% | 33.02% | $2.31B | Nov 14, 2025 | ▼ 1.8K |
STATE STREET CORP services-health services | 343.3K | 25.35% | 25.35% | $1.77B | Nov 14, 2025 | ▲ 945 |
NORTHERN TRUST CORP services-health services | 282.4K | 20.86% | 20.86% | $1.46B | Nov 14, 2025 | ▼ 9.4K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC services-health services | 171.6K | 12.68% | 12.68% | $885.56M | Nov 10, 2025 | ▲ 6.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+524.0K shares2
New Positions
first time holders16
Decreased
−141.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+382.2K
+524.0K / −141.8K
Net new holders
+10
2 new / 0 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 12.1% of total shares outstanding. Company insiders own approximately 84.13%, while retail and public investors account for the remaining 3.80%.
The largest institutional shareholder of InnovAge Holding Corp. is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding approximately 5.59 million shares — equal to 4.13% of outstanding shares — as of September 30, 2025.
A total of 64 institutional investors currently hold INNV stock, with a combined institutional value of approximately $84,542,162 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 12.1% of shares. The largest shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. with a 4.13% stake. Company insiders hold 84.13%. Data sourced from SEC Form 13F as of September 30, 2025.