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Inovalon (INOV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Inovalon (NASDAQ:INOV)

Current
Institutional Ownership
Percentage
33.15%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.02M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$333.74K
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INOV Institutional Buying and Selling by Quarter

Inovalon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Raymond James Financial Inc.1,812$58K0.0%N/A0.001%
8/13/2025 Luminist Capital LLC26,421$852K0.8%-5.8%0.017%
8/12/2025 Steward Partners Investment Advisory LLC37,625$1.21M0.0%+1.4%0.024%
8/7/2025 Americana Partners LLC69,588$2.24M0.1%-11.2%0.045%
8/6/2025 Maltin Wealth Management Inc.26,148$843K0.4%N/A0.017%
7/30/2025 Phillips Financial Management LLC1,528$49K0.0%N/A0.001%
5/14/2025 Luminist Capital LLC28,041$845K0.9%N/A0.018%
5/6/2025 Cetera Investment Advisers9,662$291K0.0%N/A0.006%
2/18/2025First Heartland Consultants Inc.8,448$242K0.0%N/A0.005%
2/17/2025 Citadel Advisors LLC17,536$502K0.0%+8.9%0.011%
2/14/2025 WPWealth LLP60,770$1.74M0.4%N/A0.039%
2/13/2025 Raymond James Financial Inc.92,264$2.64M0.0%N/A0.059%
2/6/2025 Raymond James Financial Inc.92,264$2.64M0.0%N/A0.059%
1/30/2025 DHJJ Financial Advisors Ltd.2,442$70K0.0%+312.5%0.002%
1/27/2025 PFS Partners LLC1,137$33K0.0%N/A0.001%
1/21/2025 Lantz Financial LLC10,008$287K0.1%N/A0.006%
1/14/2025 Fiduciary Financial Group LLC7,769$222K0.0%N/A0.005%
4/11/2024 DHJJ Financial Advisors Ltd.2,160$61K0.0%N/A0.001%
2/9/2024Advisory Services Network LLC9,738$263K0.0%N/A0.006%
2/7/2024 Arlington Capital Management Inc.7,480$202K0.2%N/A0.005%
2/1/2024 Corrado Advisors LLC15,615$422K0.3%N/A0.010%
12/1/2021 Balyasny Asset Management LLC846,681$34.11M0.1%N/A0.545%
11/19/2021 American International Group Inc.41,352$1.67M0.0%-2.3%0.027%
11/17/2021 Centiva Capital LP100,000$4.03M0.2%N/A0.064%
11/17/2021 ArrowMark Colorado Holdings LLC3,097,508$124.80M1.0%-4.9%1.995%
11/17/2021 Mint Tower Capital Management B.V.17,204$693K0.0%N/A0.011%
11/16/2021 Janus Henderson Group PLC153,268$6.18M0.0%N/A0.098%
11/16/2021 Mint Tower Capital Management B.V.17,204$693K0.0%N/A0.011%
11/16/2021 Two Sigma Advisers LP70,100$2.82M0.0%N/A0.045%
11/16/2021 Two Sigma Investments LP127,750$5.15M0.0%N/A0.082%
11/16/2021 UBS Group AG978,386$39.42M0.0%+1,808.0%0.626%
11/16/2021 Voloridge Investment Management LLC92,279$3.72M0.0%+25.2%0.059%
11/16/2021 Wellington Management Group LLP33,865$1.36M0.0%+184.0%0.022%
11/16/2021 LPL Financial LLC32,514$1.31M0.0%+1.5%0.021%
11/16/2021 Mcmorgan & Co. LLC39,403$1.59M0.3%-15.5%0.025%
11/16/2021 Metropolitan Life Insurance Co NY19,945$804K0.0%-9.7%0.013%
11/16/2021 Millennium Management LLC3,198,205$128.86M0.1%+335.0%2.046%
11/16/2021 CNH Partners LLC728,304$29.34M0.8%N/A0.466%
11/16/2021 Cornercap Investment Counsel Inc.32,133$1.30M0.1%-32.3%0.021%
11/16/2021 Centiva Capital LP100,000$4.03M0.3%N/A0.064%
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11/15/2021 Point72 Hong Kong Ltd1,695$68K0.0%+1,578.2%0.001%
11/15/2021 Man Group plc300,000$12.09M0.0%+3,006.9%0.192%
11/15/2021 California State Teachers Retirement System104,471$4.21M0.0%+0.3%0.067%
11/15/2021 Alberta Investment Management Corp124,200$5.00M0.0%N/A0.079%
11/15/2021 Polar Asset Management Partners Inc.559,808$22.56M0.2%N/A0.358%
11/15/2021Eaton Vance Management749,213$30.19M0.0%-70.0%0.479%
11/15/2021 Marshall Wace LLP61,993$2.50M0.0%N/A0.040%
11/15/2021 Parcion Private Wealth LLC133,767$5.44M0.5%+1.8%0.086%
11/15/2021 Guggenheim Capital LLC80,095$3.23M0.0%+51.1%0.051%
11/15/2021 Royal Bank of Canada1,185,304$47.76M0.0%-11.4%0.758%
11/15/2021 Westchester Capital Management LLC566,202$22.81M0.7%N/A0.362%
11/15/2021 Capstone Investment Advisors LLC241,002$9.71M0.0%N/A0.154%
11/15/2021Omni Partners US LLC288,285$11.62M0.6%N/A0.184%
11/15/2021Morgan Stanley1,737,119$69.99M0.0%+259.7%1.111%
11/15/2021 TIG Advisors LLC1,066,786$42.98M2.0%N/A0.682%
11/15/2021 Glazer Capital LLC1,001$40K0.0%N/A0.001%
11/15/2021 Balyasny Asset Management LLC846,681$34.11M0.1%N/A0.542%
11/15/2021 Invesco Ltd.68,308$2.75M0.0%-95.9%0.044%
11/15/2021 Voya Investment Management LLC29,942$1.21M0.0%-20.0%0.019%
11/15/2021 Bardin Hill Management Partners LP395,732$15.94M2.6%N/A0.253%
11/15/2021 Neuberger Berman Group LLC1,561,030$62.87M0.1%-33.5%0.999%
11/15/2021 Dimensional Fund Advisors LP933,287$37.60M0.0%+18.3%0.597%
11/15/2021 HighTower Advisors LLC38,583$1.56M0.0%+47.8%0.025%
11/15/2021 Lombard Odier Asset Management USA Corp15,000$604K0.0%N/A0.010%
11/15/2021 Natixis102,000$4.11M0.0%N/A0.065%
11/12/2021 Renaissance Technologies LLC61,400$2.47M0.0%+149.8%0.039%
11/12/2021 GABELLI & Co INVESTMENT ADVISERS INC.230,164$9.27M1.1%N/A0.147%
11/12/2021 Gamco Investors INC. ET AL11,312$456K0.0%N/A0.007%
11/12/2021 Gabelli Funds LLC287,755$11.59M0.1%N/A0.184%
11/12/2021 Water Island Capital LLC644,922$25.98M1.5%N/A0.413%
11/12/2021 Schroder Investment Management Group62,305$2.51M0.0%-64.1%0.040%
11/12/2021 Arizona State Retirement System21,195$854K0.0%+1.3%0.014%
11/12/2021 Wolverine Asset Management LLC98,758$3.98M0.0%N/A0.063%
11/12/2021 Hsbc Holdings PLC45,245$1.82M0.0%+344.0%0.029%
11/12/2021 Macquarie Group Ltd.795$32K0.0%-67.4%0.001%
11/12/2021 The Manufacturers Life Insurance Company 40,213$1.62M0.0%-8.7%0.026%
11/12/2021Credit Suisse AG369,950$14.91M0.0%+159.1%0.237%
11/12/2021 Arrowstreet Capital Limited Partnership482,088$19.42M0.0%-22.2%0.308%
11/12/2021 Geode Capital Management LLC1,306,520$52.64M0.0%-5.5%0.836%
11/12/2021 Bank Julius Baer & Co. Ltd Zurich214,556$8.64M0.1%-2.2%0.137%
11/12/2021CQS US LLC138,890$5.60M0.3%N/A0.089%
11/12/2021 Public Sector Pension Investment Board148,000$5.96M0.0%N/A0.095%
11/10/2021 US Bancorp DE1,512$61K0.0%-90.9%0.001%
11/10/2021 Goldman Sachs Group Inc.1,334,821$53.78M0.0%+94.3%0.854%
11/10/2021 King Luther Capital Management Corp9,745$393K0.0%-94.5%0.006%
11/10/2021 Alpine Associates Management Inc.1,136,430$45.79M1.5%N/A0.727%
11/10/2021 Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,000$2.02M0.0%N/A0.032%
11/10/2021 Allianz Asset Management GmbH62,490$2.52M0.0%+110.2%0.040%
11/10/2021 Knights of Columbus Asset Advisors LLC79,935$3.22M0.3%+0.5%0.051%
11/10/2021IndexIQ Advisors LLC326,178$13.14M0.4%N/A0.209%
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11/10/2021 Handelsbanken Fonder AB15,853$639K0.0%+2.6%0.010%
11/10/2021 Citigroup Inc.2,030,906$81.83M0.0%+7,598.4%1.299%
11/10/2021 O Shaughnessy Asset Management LLC10,409$420K0.0%-20.6%0.007%
11/10/2021 Alliancebernstein L.P.243,697$9.82M0.0%+136.6%0.156%
11/9/2021 Teacher Retirement System of Texas12,411$500K0.0%+30.2%0.008%
11/9/2021 Inspire Investing LLC5,808$234K0.0%N/A0.004%
11/9/2021 CIBC Asset Management Inc6,304$254K0.0%N/A0.004%
11/9/2021 Keebeck Alpha LP98,814$3.98M1.2%N/A0.063%
11/9/2021 Barclays PLC135,461$5.46M0.0%+52.3%0.087%
11/9/2021BlackRock Inc.5,122,742$206.39M0.0%-20.0%3.277%
(Data available from 1/1/2016 forward)

INOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INOV shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Inovalon. The most heavily invested institutionals were Americana Partners LLC ($2.24M), WPWealth LLP ($1.74M), Steward Partners Investment Advisory LLC ($1.21M), Luminist Capital LLC ($852K), Maltin Wealth Management Inc. ($843K), Citadel Advisors LLC ($502K), and Corrado Advisors LLC ($422K).Learn more on Inovalon's institutional investors.

What percentage of Inovalon's stock is owned by institutional investors?

33.15% of Inovalon's stock is owned by institutional investors. Learn more on INOV's institutional investor holdings.

Which institutional investors have been buying Inovalon's stock?

Of the 16 institutional investors that purchased Inovalon's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($186.34K), WPWealth LLP ($60.77K), Luminist Capital LLC ($28.04K), Maltin Wealth Management Inc. ($26.15K), Corrado Advisors LLC ($15.62K), Lantz Financial LLC ($10.01K), and Advisory Services Network LLC ($9.74K).

How much institutional buying is happening at Inovalon?

Institutional investors have bought a total of 343,661 shares in the last 24 months. This purchase volume represents approximately $10.02M in transactions.

Which of Inovalon's major shareholders have been selling company stock?

The following institutional investors have sold Inovalon stock in the last 24 months: Americana Partners LLC ($8.74K), and Luminist Capital LLC ($1.62K).

How much institutional selling is happening at Inovalon?

Institutional investors have sold a total of 10,362 shares in the last 24 months. This volume of shares sold represents approximately $333.74K in transactions.



This page (NASDAQ:INOV) was last updated on 8/16/2025 by MarketBeat.com Staff
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