InnovAge Holding Corp. (INNV) Ownership
INNV ownership summary
as of October 18, 2026- Institutions
- 15.0% of shares outstanding
- Insiders
- 61.29% of shares outstanding
- Shares outstanding
- 136.5M
- Float
- 32.4M shares available to trade
- Short interest
- 11.99% 2.7M shares short
- Days to cover
- 3.58 short interest up 127.3% vs prior month
- Institutions 14.99%
- Insiders 61.29%
- Other investors 23.72%
INNV top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 4.49% | 6.1M | $54.2M | −9,041 (−0.1%) | June 30, 2026 |
| 2 | Federated Hermes Inc | 1.40% | 1.9M | $16.8M | +1.9M (+41,465.8%) | June 30, 2026 |
| 3 | BlackRock Inc | 1.09% | 1.5M | $13.2M | +241,518 (+19.4%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 0.69% | 935K | $8.3M | +58,128 (+6.6%) | June 30, 2026 |
| 5 | Arrowstreet Capital Limited Partnership | 0.49% | 669K | $5.9M | +251,204 (+60.2%) | June 30, 2026 |
| 6 | Algert Global LLC | 0.46% | 631K | $5.6M | +563,735 (+844.1%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 0.44% | 602K | $5.3M | +28,710 (+5.0%) | June 30, 2026 |
| 8 | State Street Corp | 0.34% | 462K | $4.1M | +30,230 (+7.0%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 0.32% | 440K | $3.9M | +203,477 (+86.0%) | June 30, 2026 |
| 10 | Acadian Asset Management LLC | 0.29% | 391K | $3.5M | +207,669 (+113.4%) | June 30, 2026 |
| 11 | O'Shaughnessy Asset Management LLC | 0.23% | 315K | $2.8M | +42,045 (+15.4%) | June 30, 2026 |
| 12 | Renaissance Technologies Corp | 0.18% | 250K | $2.2M | −121,184 (−32.7%) | June 30, 2026 |
| 13 | Comprehensive Portfolio Management, LLC | 0.18% | 244K | $2.2M | −4,439 (−1.8%) | June 30, 2026 |
| 14 | The Goldman Sachs Group Inc | 0.16% | 218K | $1.9M | +38,368 (+21.4%) | June 30, 2026 |
| 15 | AllianceBernstein L.P. | 0.16% | 212K | $1.9M | +52,186 (+32.6%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 0.14% | 187K | $1.7M | +6,992 (+3.9%) | June 30, 2026 |
| 17 | Northern Trust Corp | 0.13% | 175K | $1.6M | −91,929 (−34.4%) | June 30, 2026 |
| 18 | Nuveen, LLC | 0.12% | 167K | $1.5M | −38,840 (−18.9%) | June 30, 2026 |
| 19 | Qube Research & Technologies | 0.11% | 157K | $1.4M | +156,641 (0.0%) | June 30, 2026 |
| 20 | Vanguard Fiduciary Trust Co | 0.11% | 156K | $1.4M | +15,577 (+11.1%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 15 holders added 3.8M shares and 5 cut 265K.
INNV top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 2.69% | 3.7M | $32.5M | +623,776 (+20.5%) | September 30, 2026 |
| 2 | Federated Hermes MDT Small Cap Core IS | 0.66% | 900K | $8.0M | +900,029 (0.0%) | June 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 0.49% | 665K | $5.9M | — | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 0.43% | 586K | $5.2M | −6,784 (−1.1%) | September 30, 2026 |
| 5 | Bridge Builder Small/Mid Cap Value | 0.28% | 387K | $3.4M | +382,048 (+7,878.9%) | September 30, 2026 |
| 6 | Federated Hermes MDT Small Cap Growth IS | 0.25% | 343K | $3.0M | +342,790 (0.0%) | June 30, 2026 |
| 7 | Fidelity Small Cap Index | 0.18% | 241K | $2.1M | +3,117 (+1.3%) | July 31, 2026 |
| 8 | Northwestern Mutual Ser Small Cap Value | 0.16% | 219K | $1.9M | — | June 30, 2026 |
| 9 | iShares Russell 2000 Growth ETF | 0.15% | 208K | $1.8M | −263 (−0.1%) | September 30, 2026 |
| 10 | Federated Hermes MDT Small Cap Core ETF | 0.12% | 170K | $1.5M | −1,414 (−0.8%) | September 30, 2026 |
| 11 | North Square Dynamic Small Cap I | 0.11% | 152K | $1.3M | +97,049 (+177.0%) | June 30, 2026 |
| 12 | AB Small Cap Core Z | 0.10% | 136K | $1.2M | — | August 31, 2026 |
| 13 | Dimensional US Small Cap ETF | 0.10% | 131K | $1.2M | — | September 30, 2026 |
| 14 | Vanguard Russell 2000 ETF | 0.09% | 127K | $1.1M | +495 (+0.4%) | September 30, 2026 |
| 15 | Schwab US Small-Cap ETF™ | 0.09% | 119K | $1.1M | +72 (+0.1%) | September 30, 2026 |
| 16 | Fidelity Extended Market Index | 0.07% | 102K | $905,452 | −3,120 (−3.0%) | August 31, 2026 |
| 17 | DFA US Micro Cap I | 0.06% | 81K | $716,912 | +5,000 (+6.6%) | August 31, 2026 |
| 18 | CT US Smaller Companies Integrated 1 Inc | 0.05% | 71K | $629,704 | +71,153 (0.0%) | May 31, 2026 |
| 19 | Federated Hermes MDT Small Cap Value A | 0.05% | 66K | $584,542 | +66,050 (0.0%) | June 30, 2026 |
| 20 | Fidelity Nasdaq Composite Index | 0.04% | 55K | $490,582 | −27,271 (−33.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
INNV insider transactions
latest 11| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-14 | Michael Anthony Scarbrough | Sell | $4.90 | 33,000 | $161,700 |
| 2025-05-30 | Richard C Zoretic | Buy | $4.08 | 8,450 | $34,476 |
| 2025-05-29 | Richard C Zoretic | Buy | $4.04 | 14,265 | $57,631 |
| 2025-05-28 | Richard C Zoretic | Buy | $4.06 | 20,000 | $81,200 |
| 2025-05-23 | Richard C Zoretic | Buy | $3.93 | 1,198 | $4,708 |
| 2025-05-22 | Richard C Zoretic | Buy | $4.09 | 700 | $2,863 |
| 2025-05-21 | Richard C Zoretic | Buy | $4.13 | 1,147 | $4,737 |
| 2025-05-20 | Richard C Zoretic | Buy | $4.20 | 807 | $3,389 |
| 2025-05-16 | Richard C Zoretic | Buy | $4.28 | 2,086 | $8,928 |
| 2025-05-12 | Michael Anthony Scarbrough | Buy | $3.73 | 13,000 | $48,490 |
| 2025-05-09 | Michael Anthony Scarbrough | Buy | $3.55 | 10,000 | $35,500 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
INNV shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns INNV
Institutional investors own 15.0% of InnovAge's shares and insiders 61.29%. The largest holder is T. Rowe Price Investment Management,Inc. with 4.49% of the shares (6.1M), as of June 30, 2026. Among the top 20 institutions, 15 added shares and 5 reduced their stake in the latest filings. Short interest is 11.99% of the float, or 3.58 days of average trading volume. The share count rose 12,161.8% since 2016.
Related: INNV analyst forecast, INNV key metrics. See the INNV stock overview for the latest quote and news.
INNV ownership FAQ
Who owns the most InnovAge stock?
The largest shareholders of InnovAge are T. Rowe Price Investment Management,Inc. (4.49%), Federated Hermes Inc (1.40%), BlackRock Inc (1.09%), Vanguard Capital Management, LLC (0.69%), Arrowstreet Capital Limited Partnership (0.49%).
What percentage of InnovAge is owned by institutions?
Institutions hold 15.0% of InnovAge's shares outstanding; insiders hold 61.29%.
Which funds own InnovAge?
The largest fund holders of InnovAge are T. Rowe Price Small-Cap Value (2.69%), Federated Hermes MDT Small Cap Core IS (0.66%), Vanguard MStar Total Stk Mkt Idx Invest (0.49%), iShares Russell 2000 ETF (0.43%), Bridge Builder Small/Mid Cap Value (0.28%).
What is InnovAge's short interest?
2.7M shares of InnovAge were sold short, 11.99% of the float; at the average daily volume it would take 3.58 days to cover.
Are insiders buying or selling InnovAge?
Of the latest 11 reported insider transactions in InnovAge (since May 9, 2025), 10 were purchases and 1 were sales.
How many shares of InnovAge are outstanding?
InnovAge has 136.5M shares outstanding, of which 32.4M are in the public float.