Venu Holding Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 1.35 M | $17.32 M | 56.85% | 3.56% |
| CITADEL ADVISORS LLC | 11/14/2025 | 693.07 K | $8.88 M | 100.00% | 1.82% |
| FIRST WESTERN TRUST BANK | 11/14/2025 | 650.12 K | $8.33 M | 62.48% | 1.71% |
| BLACKROCK, INC. | 11/12/2025 | 426.94 K | $5.47 M | 100.00% | 1.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 314.45 K | $4.03 M | 100.00% | 0.83% |
| BLEICHROEDER LP | 11/14/2025 | 200.00 K | $2.56 M | 100.00% | 0.53% |
| BARD ASSOCIATES INC | 11/14/2025 | 196.84 K | $2.52 M | -0.10% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 174.65 K | $2.24 M | 100.00% | 0.46% |
| MORGAN STANLEY | 11/14/2025 | 141.18 K | $1.81 M | 24.85% | 0.37% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 11/14/2025 | 129.06 K | $1.65 M | 179.87% | 0.34% |
| DIAMETRIC CAPITAL, LP | 11/13/2025 | 125.19 K | $1.60 M | 100.00% | 0.33% |
| STATE STREET CORP | 11/14/2025 | 114.97 K | $1.47 M | 100.00% | 0.30% |
| 1492 CAPITAL MANAGEMENT LLC | 11/13/2025 | 84.70 K | $1.08 M | 100.00% | 0.22% |
| HOHIMER WEALTH MANAGEMENT, LLC | 11/12/2025 | 75.00 K | $960.75 K | 100.00% | 0.20% |
| GIBRALTAR CAPITAL MANAGEMENT, INC. | 10/28/2025 | 74.00 K | $947.94 K | 100.00% | 0.19% |
| FORT POINT CAPITAL PARTNERS LLC | 11/14/2025 | 70.42 K | $902.07 K | -9.63% | 0.19% |
| ALTUS WEALTH GROUP LLC | 10/21/2025 | 70.00 K | $896.70 K | 250.00% | 0.18% |
| EAM INVESTORS, LLC | 11/14/2025 | 68.49 K | $877.33 K | -0.24% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 62.40 K | $799.28 K | 100.00% | 0.16% |
| 11/14/2025 | 60.00 K | $768.60 K | 100.00% | 0.16% | |
| NORTHERN TRUST CORP | 11/14/2025 | 57.82 K | $740.71 K | 100.00% | 0.15% |
| WILLIS INVESTMENT COUNSEL | 11/05/2025 | 37.50 K | $480.38 K | 100.00% | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 34.63 K | $443.65 K | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 33.21 K | $425.47 K | 100.00% | 0.09% |
| PALLAS CAPITAL ADVISORS LLC | 11/07/2025 | 28.67 K | $367.21 K | -29.51% | 0.08% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/14/2025 | 14.83 K | $189.93 K | 100.00% | 0.04% |
| NORTH CAPITAL, INC. | 10/09/2025 | 13.93 K | $178.47 K | -7.31% | 0.04% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 11/03/2025 | 12.28 K | $157.31 K | 32.33% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 10.92 K | $140.00 K | 100.00% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 7.10 K | $90.98 K | -58.15% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.99 K | $76.73 K | 100.00% | 0.02% |
| CITIGROUP INC | 11/10/2025 | 4.71 K | $60.28 K | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 3.00 K | $38.44 K | 199.80% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 936 | $11.99 K | 2,574.29% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 560 | $7.17 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 435 | $5.00 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 317 | $4.04 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 200 | $2.58 K | 100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 200 | $2.56 K | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Venu Holding Corporation institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Venu Holding Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.35 M
CITADEL ADVISORS LLC: 693,070
First Western Trust Bank: 650,120
BlackRock, Inc.: 426,935
GEODE CAPITAL MANAGEMENT, LLC: 314,447
Bleichroeder LP: 200,000
14.09% of Venu Holding Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 5.29 M shares in the last 24 months. This purchase volume represents approximately $55.71 M in transactions.