Victory Capital Holdings, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
CRESTVIEW PARTNERS II GP, L.P. | 05/14/2025 | 7.62 M | $440.73 M | 0.01% | 11.95% |
VANGUARD GROUP INC | 05/09/2025 | 4.10 M | $236.99 M | 3.25% | 6.43% |
BLACKROCK, INC. | 05/02/2025 | 3.65 M | $211.40 M | -2.01% | 5.73% |
CAPITAL WORLD INVESTORS | 05/12/2025 | 3.27 M | $189.00 M | 1.08% | 5.13% |
FRANKLIN RESOURCES INC | 05/13/2025 | 2.40 M | $138.93 M | 19.32% | 3.77% |
BAHL & GAYNOR INC | 05/14/2025 | 1.83 M | $105.67 M | 17.24% | 2.87% |
VAN BERKOM & ASSOCIATES INC. | 05/07/2025 | 1.80 M | $104.22 M | -0.72% | 2.83% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.52 M | $88.24 M | 6.01% | 2.39% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.45 M | $83.69 M | 1.45% | 2.27% |
FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 1.28 M | $74.07 M | 0.10% | 2.01% |
STATE STREET CORP | 05/15/2025 | 1.20 M | $69.41 M | -0.94% | 1.88% |
LSV ASSET MANAGEMENT | 05/09/2025 | 1.15 M | $66.70 M | -1.75% | 1.81% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.07 M | $62.17 M | 2.82% | 1.69% |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 1.05 M | $60.64 M | -7.51% | 1.64% |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 05/02/2025 | 800.51 K | $46.33 M | -17.99% | 1.26% |
IMPAX ASSET MANAGEMENT GROUP PLC | 04/29/2025 | 625.00 K | $36.17 M | 0.00% | 0.98% |
SWEDBANK AB | 04/14/2025 | 575.00 K | $33.28 M | -17.86% | 0.90% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 511.55 K | $29.60 M | 3.96% | 0.80% |
05/12/2025 | 471.29 K | $27.27 M | 100.00% | 0.74% | |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 422.99 K | $24.48 M | -3.00% | 0.66% |
NORTHERN TRUST CORP | 05/13/2025 | 417.40 K | $24.15 M | -4.21% | 0.66% |
ANNEX ADVISORY SERVICES, LLC | 04/11/2025 | 395.25 K | $22.87 M | 127.73% | 0.62% |
MORGAN STANLEY | 05/15/2025 | 368.62 K | $21.33 M | -5.90% | 0.58% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 366.32 K | $21.20 M | 1.58% | 0.58% |
ROYCE & ASSOCIATES LP | 05/06/2025 | 353.57 K | $20.46 M | 26.87% | 0.56% |
MARINER, LLC | 05/15/2025 | 321.17 K | $18.59 M | 0.12% | 0.50% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 317.27 K | $18.36 M | 19.92% | 0.50% |
JB CAPITAL PARTNERS LP | 05/14/2025 | 276.81 K | $16.02 M | 0.00% | 0.43% |
CAMBRIA INVESTMENT MANAGEMENT, L.P. | 05/15/2025 | 276.70 K | $16.01 M | -9.24% | 0.43% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 260.92 K | $15.10 M | -0.35% | 0.41% |
FEDERATED HERMES, INC. | 05/08/2025 | 255.32 K | $14.78 M | 0.15% | 0.40% |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 05/13/2025 | 250.48 K | $14.49 M | 0.00% | 0.39% |
FMR LLC | 05/12/2025 | 204.04 K | $11.81 M | 145.71% | 0.32% |
INVESCO LTD. | 05/12/2025 | 200.74 K | $11.62 M | -65.20% | 0.32% |
ALPS ADVISORS INC | 04/30/2025 | 158.29 K | $9.16 M | 12.02% | 0.25% |
PEMBROKE MANAGEMENT, LTD | 05/15/2025 | 158.02 K | $9.14 M | -1.13% | 0.25% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 05/13/2025 | 153.28 K | $8.87 M | -3.77% | 0.24% |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 05/15/2025 | 152.63 K | $8.83 M | 18.01% | 0.24% |
RBF CAPITAL, LLC | 05/15/2025 | 149.06 K | $8.63 M | 0.00% | 0.23% |
UBS GROUP AG | 05/13/2025 | 145.71 K | $8.43 M | 277.22% | 0.23% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 144.27 K | $8.35 M | 100.00% | 0.23% |
GATOR CAPITAL MANAGEMENT, LLC | 05/13/2025 | 130.78 K | $7.57 M | 0.00% | 0.21% |
LAZARD ASSET MANAGEMENT LLC | 05/15/2025 | 130.02 K | $7.52 M | 3.30% | 0.20% |
ROYAL BANK OF CANADA | 05/15/2025 | 129.57 K | $7.50 M | -10.25% | 0.20% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 128.06 K | $7.41 M | 3.54% | 0.20% |
BANK OF MONTREAL /CAN/ | 05/13/2025 | 124.97 K | $7.23 M | -3.01% | 0.20% |
VOYA INVESTMENT MANAGEMENT LLC | 06/18/2025 | 120.50 K | $6.97 M | -15.02% | 0.19% |
ARGENT CAPITAL MANAGEMENT LLC | 07/14/2025 | 119.91 K | $6.94 M | 0.07% | 0.19% |
STEAMBOAT CAPITAL PARTNERS, LLC | 05/15/2025 | 114.65 K | $6.63 M | -1.90% | 0.18% |
KEELEY-TETON ADVISORS, LLC | 05/14/2025 | 109.97 K | $6.36 M | -9.15% | 0.17% |
Victory Capital Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 284 institutional investors and hedge funds held shares of Victory Capital Holdings, Inc.. The most heavily invested institutionals were:
GSA CAPITAL PARTNERS LLP: 0
Global Financial Private Client, LLC: 0
Crestview Partners II GP, L.P.: 7.62 M
VANGUARD GROUP INC: 4.1 M
BlackRock, Inc.: 3.65 M
Capital World Investors: 3.27 M
75.20% of Victory Capital Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 52.52 M shares in the last 24 months. This purchase volume represents approximately $3.62 B in transactions.