Company · Ownership research

InnovAge Holding Corp. INNV

CIK 0001834376 · CUSIP 45784A104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 45784A104 (INNV), not CUSIP 45784A904 (INNV), and does not merge CUSIPs.

This page lists the top 20 of 48 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$28.54M 4,756,137 shares	0.02%	-20.95K(-0.40%)Reduced	SEC filing ↗ Nov 14, 2024	▾
02	Coliseum Capital Management, LLC CIK 1409751 · View history	$23.65M 3,941,327 shares	2.29%	-527.41K(-11.80%)Reduced	SEC filing ↗ Nov 14, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$11.01M 1,834,451 shares	0.00%	+10.34K(+0.60%)Added	SEC filing ↗ Nov 13, 2024	▾
04	Kent Lake PR LLC CIK 2037231 · View history	$8.49M 1,415,025 shares	3.37%	—	SEC filing ↗ Nov 14, 2024	▾
05	BlackRock, Inc. CIK 2012383 · View history	$7.91M 1,319,103 shares	0.00%	—	SEC filing ↗ Nov 13, 2024	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.17M 527,955 shares	0.00%	+27.30K(+5.50%)Added	SEC filing ↗ Nov 12, 2024	▾
07	STATE STREET CORP CIK 93751 · View history	$2.07M 344,905 shares	0.00%	+4.22K(+1.20%)Added	SEC filing ↗ Nov 14, 2024	▾
08	WELCH CAPITAL PARTNERS LLC/NY CIK 1042063 · View history	$2.02M 337,558 shares	0.45%	0(0.00%)Unchanged	SEC filing ↗ Nov 13, 2024	▾
09	NORTHERN TRUST CORP CIK 73124 · View history	$1.89M 315,199 shares	0.00%	-4.95K(-1.50%)Reduced	SEC filing ↗ Nov 13, 2024	▾
10	CAMBIAR INVESTORS LLC CIK 823621 · View history	$1.79M 298,944 shares	0.07%	+358(+0.10%)Added	SEC filing ↗ Oct 28, 2024	▾
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$993.19K 165,531 shares	0.00%	+6.15K(+3.90%)Added	SEC filing ↗ Nov 12, 2024	▾
12	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$849.00K 141,500 shares	0.00%	+5.10K(+3.70%)Added	SEC filing ↗ Nov 13, 2024	▾
13	Accordant Advisory Group Inc CIK 2013499 · View history	$600.00K 100,000 shares	0.48%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2024	▾
14	STRS OHIO CIK 820478 · View history	$375.00K 62,500 shares	0.00%	-3.70K(-5.60%)Reduced	SEC filing ↗ Nov 1, 2024	▾
15	Nuveen Asset Management, LLC CIK 1521019 · View history	$320.62K 53,437 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
16	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$311.97K 51,995 shares	0.00%	+20.24K(+63.80%)Added	SEC filing ↗ Nov 14, 2024	▾
17	MORGAN STANLEY CIK 895421 · Amended · View history	$301.82K 50,303 shares	0.00%	+31.13K(+162.30%)Added	SEC filing ↗ May 14, 2025	▾
18	Bank of New York Mellon Corp CIK 1390777 · View history	$239.95K 39,992 shares	0.00%	-18.33K(-31.40%)Reduced	SEC filing ↗ Nov 12, 2024	▾
19	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$217.80K 36,300 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
20	RHUMBLINE ADVISERS CIK 1115418 · View history	$180.11K 30,019 shares	0.00%	+2.52K(+9.10%)Added	SEC filing ↗ Nov 12, 2024	▾

Showing 20 / 48 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

16,008,729

Not deduplicated across managers

Disclosed value

$96.05M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

InnovAge Holding Corp. · Q3 2024

Explore all 48 reporting institutions.

This page includes 20 of 48 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 48 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"45784A104","quarter":"2024Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.