Aveanna Healthcare Holdings, Inc. - Common Stock, $.01 Par Value (AVAH) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Common Stock, $.01 Par Value
Symbol
AVAH on Nasdaq
Shares outstanding
209,022,611
Price per share
$9.13
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
193,537,767
Total reported value
$1,581,505,381
% of total 13F portfolios
0.01%
Share change
+3,227,470
Value change
+$25,103,459
Number of holders
189
Price from insider filings
$9.13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Aveanna Healthcare Holdings, Inc. - Common Stock, $.01 Par Value (AVAH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
J.H. Whitney VII, L.P. 9.2% -33% $169,004,814 -$84,078,200 19,292,787 -33% J.H. Whitney VII, L.P. 31 Dec 2025

As of 31 Dec 2025, 189 institutional investors reported holding 193,537,767 shares of Aveanna Healthcare Holdings, Inc. - Common Stock, $.01 Par Value (AVAH). This represents 93% of the company’s total 209,022,611 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Aveanna Healthcare Holdings, Inc. - Common Stock, $.01 Par Value (AVAH) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bain Capital Investors LLC 39% 81,600,880 0% 14% $666,679,190
J.H. Whitney Equity Partners VII, LLC 17% 36,242,631 -21% 100% $296,102,595
Nut Tree Capital Management, LP 5.9% 12,372,649 0% 19% $101,084,542
SUMMIT PARTNERS L P 3.6% 7,551,422 -22% 5.9% $61,695,118
BlackRock, Inc. 2.9% 6,157,444 +19% 0% $50,306,318
VANGUARD GROUP INC 2.7% 5,577,010 +38% 0% $45,564,172
LITTLEJOHN & CO LLC 1.3% 2,797,504 -53% 12% $22,855,608
GEODE CAPITAL MANAGEMENT, LLC 0.88% 1,849,057 +18% 0% $15,109,879
EMERALD ADVISERS, LLC 0.84% 1,748,725 0.44% $14,287,083
MORGAN STANLEY 0.82% 1,718,099 +8.4% 0% $14,036,869
Nuveen, LLC 0.75% 1,571,308 +136% 0% $12,837,587
CITADEL ADVISORS LLC 0.74% 1,549,794 +3938% 0.01% $12,661,817
Qube Research & Technologies Ltd 0.71% 1,489,740 +232% 0.02% $12,171,176
STATE STREET CORP 0.71% 1,483,265 +21% 0% $12,118,275
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.63% 1,320,610 +38% 0.01% $10,789,384
ALGERT GLOBAL LLC 0.59% 1,225,034 +20% 0.16% $10,009,000
MILLENNIUM MANAGEMENT LLC 0.53% 1,114,717 +1007% 0.01% $9,107,238
Woodline Partners LP 0.5% 1,050,277 0.03% $8,580,763
RENAISSANCE TECHNOLOGIES LLC 0.48% 994,516 +22% 0.01% $8,125,196
EMERALD MUTUAL FUND ADVISERS TRUST 0.47% 980,433 0.39% $8,010,138
Connor, Clark & Lunn Investment Management Ltd. 0.44% 914,152 -19% 0.02% $7,468,622
DIMENSIONAL FUND ADVISORS LP 0.43% 892,667 +99% 0% $7,294,545
Hillsdale Investment Management Inc. 0.43% 888,430 -0.53% 0.2% $7,258,473
FEDERATED HERMES, INC. 0.39% 824,404 +110% 0.01% $6,735,381
Assenagon Asset Management S.A. 0.39% 817,551 -1.4% 0.01% $6,679,392

Institutional Holders of Aveanna Healthcare Holdings, Inc. - Common Stock, $.01 Par Value (AVAH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 193,537,767 $1,581,505,381 +$25,103,459 $8.17 189
2025 Q3 190,469,674 $1,689,440,311 +$46,234,658 $8.87 166
2025 Q2 185,244,344 $968,807,281 +$58,989,212 $5.23 132
2025 Q1 173,905,869 $942,561,768 +$2,127,779 $5.42 114
2024 Q4 173,474,945 $792,774,868 +$2,728,480 $4.57 107
2024 Q3 172,766,503 $898,347,821 +$11,065,070 $5.20 93
2024 Q2 170,340,644 $470,130,312 +$2,590,349 $2.76 64
2024 Q1 169,358,362 $421,701,793 +$3,118,748 $2.49 67
2023 Q4 169,127,013 $453,262,601 +$6,345,976 $2.68 65
2023 Q3 169,631,404 $201,860,775 +$1,041,541 $1.19 63
2023 Q2 168,676,615 $285,127,775 +$3,366,669 $1.69 59
2023 Q1 166,816,777 $173,503,303 +$644,612 $1.04 67
2022 Q4 166,959,200 $130,224,190 -$6,346,052 $0.78 76
2022 Q3 170,385,979 $255,581,338 -$1,803,985 $1.50 77
2022 Q2 170,698,519 $385,776,460 -$8,452,318 $2.26 80
2022 Q1 171,117,855 $583,484,444 -$15,762,552 $3.41 89
2021 Q4 175,054,890 $1,295,103,163 +$17,795,266 $7.40 89
2021 Q3 123,121,123 $987,652,043 -$42,041,934 $8.02 85
2021 Q2 125,630,927 $1,554,130,449 +$1,554,119,471 $12.37 90