InnovAge Holding Corp. — Institutional Ownership
Which tracked institutions hold INNV, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
21
Funds holding
$56974134
Total value held
Buying
16 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Federated Hermes, Inc. | $22559000 | 1903713 | +1903713 | NEW BUY |
| 2 | Blackrock, Inc. | $17651867 | 1489609 | +241518 | +19.35% |
| 3 | State Street Corp | $5470624 | 461656 | +30230 | +7.01% |
| 4 | Goldman Sachs Group Inc | $2578667 | 217609 | +38368 | +21.41% |
| 5 | Northern Trust Corp | $2076215 | 175208 | -91929 | -34.41% |
| 6 | Prudential Financial Inc | $1574450 | 132865 | +54580 | +69.72% |
| 7 | Ameriprise Financial Inc | $1144687 | 96598 | +96598 | NEW BUY |
| 8 | Janus Henderson Group Plc | $971358 | 121117 | +121117 | NEW BUY |
| 9 | Morgan Stanley | $796012 | 67174 | +44100 | +191.12% |
| 10 | Bank Of New York Mellon Corp | $521638 | 44020 | -85 | -0.19% |
| 11 | Ubs Group Ag | $387353 | 32688 | +32688 | NEW BUY |
| 12 | Bank Of America Corp /De/ | $353521 | 29833 | -23474 | -44.04% |
| 13 | Wells Fargo & Company/Mn | $237379 | 20032 | +12502 | +166.03% |
| 14 | Invesco Ltd. | $202944 | 17126 | +17126 | NEW BUY |
| 15 | Jpmorgan Chase & Co | $150210 | 12938 | +4428 | +52.03% |
| 16 | Citigroup Inc | $121877 | 10285 | +9818 | +2102.36% |
| 17 | Franklin Resources Inc | $121463 | 10250 | +10250 | NEW BUY |
| 18 | Barclays Plc | $42731 | 3606 | -388 | -9.71% |
| 19 | Royal Bank Of Canada | $12000 | 1022 | +1007 | +6713.33% |
| 20 | Pnc Financial Services Group, Inc. | $119 | 10 | -10 | -50.00% |
| 21 | Amalgamated Financial Corp. | $19 | 2985 | +2985 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.