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. | 11/12/2024 | 11.61 M | $643.43 M | 0.01% | 17.90% |
| VANGUARD GROUP INC | 11/13/2024 | 3.89 M | $215.34 M | 3.90% | 5.99% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.51 M | $194.38 M | 100.00% | 5.41% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 3.22 M | $178.35 M | 0.14% | 4.96% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1.98 M | $115.99 M | 113.24% | 3.05% |
| VAN BERKOM & ASSOCIATES INC. | 11/04/2024 | 1.92 M | $106.64 M | 1.41% | 2.97% |
| BAHL & GAYNOR INC | 11/12/2024 | 1.40 M | $77.78 M | 16.45% | 2.16% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.39 M | $77.14 M | -0.79% | 2.15% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.28 M | $70.87 M | 4.80% | 1.97% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.25 M | $69.14 M | -3.61% | 1.92% |
| STATE STREET CORP | 11/14/2024 | 1.16 M | $64.42 M | 6.37% | 1.79% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.15 M | $63.68 M | -2.72% | 1.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.04 M | $57.45 M | 10.82% | 1.60% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 979,879 | $54.29 M | -33.72% | 1.51% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 809,896 | $44.87 M | -1.73% | 1.25% |
| SWEDBANK AB | 10/11/2024 | 750,000 | $41.55 M | 0.00% | 1.16% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 11/06/2024 | 675,000 | $37.40 M | 0.00% | 1.04% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 569,065 | $31.53 M | -3.53% | 0.88% |
| INVESCO LTD. | 11/12/2024 | 559,300 | $30.99 M | 217.75% | 0.86% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 524,527 | $29.06 M | 10.87% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 454,330 | $25.17 M | 28.44% | 0.70% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 427,412 | $23.68 M | -3.54% | 0.66% |
| MORGAN STANLEY | 11/14/2024 | 417,902 | $23.15 M | -6.23% | 0.64% |
| JPMORGAN CHASE & CO | 11/08/2024 | 372,932 | $20.66 M | 3.26% | 0.57% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 368,460 | $20.41 M | -14.56% | 0.57% |
| MARINER, LLC | 11/13/2024 | 322,138 | $17.85 M | -0.14% | 0.50% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 11/14/2024 | 294,531 | $16.32 M | -1.91% | 0.45% |
| F/M INVESTMENTS LLC | 10/29/2024 | 282,221 | $15.64 M | 20.82% | 0.44% |
| JB CAPITAL PARTNERS LP | 11/14/2024 | 276,812 | $15.34 M | 0.00% | 0.43% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/07/2024 | 250,475 | $13.88 M | 0.00% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 241,788 | $13.40 M | 59.79% | 0.37% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 221,791 | $12.28 M | -52.83% | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 178,201 | $9.87 M | 82.02% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 166,705 | $9.77 M | -2.74% | 0.26% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 165,441 | $9.17 M | 100.00% | 0.26% |
| RBF CAPITAL, LLC | 11/14/2024 | 149,063 | $8.26 M | 0.00% | 0.23% |
| ROYAL BANK OF CANADA | 11/14/2024 | 146,433 | $8.11 M | 9.37% | 0.23% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 139,983 | $7.76 M | 100.00% | 0.22% |
| KESTREL INVESTMENT MANAGEMENT CORP | 11/12/2024 | 136,000 | $7.46 M | 5.92% | 0.21% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/14/2024 | 130,982 | $7.26 M | 45.06% | 0.20% |
| KEELEY-TETON ADVISORS, LLC | 11/13/2024 | 129,212 | $7.16 M | -3.54% | 0.20% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 11/14/2024 | 126,800 | $7.02 M | 100.00% | 0.20% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 124,451 | $6.89 M | -29.37% | 0.19% |
| ALPS ADVISORS INC | 11/12/2024 | 120,007 | $6.65 M | 100.00% | 0.19% |
| STEAMBOAT CAPITAL PARTNERS, LLC | 11/14/2024 | 119,231 | $6.61 M | -2.02% | 0.18% |
| UBS GROUP AG | 11/14/2024 | 117,222 | $6.49 M | 89.52% | 0.18% |
| PEMBROKE MANAGEMENT, LTD | 10/29/2024 | 111,817 | $6.19 M | 92.46% | 0.17% |
| ARGENT CAPITAL MANAGEMENT LLC | 10/23/2024 | 108,709 | $6.02 M | 5.18% | 0.17% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 106,000 | $5.87 M | -75.41% | 0.16% |
| SEI INVESTMENTS CO | 11/12/2024 | 104,348 | $5.78 M | -37.58% | 0.16% |
Victory Capital Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 279 institutional investors and hedge funds held shares of Victory Capital Holdings, Inc.. The most heavily invested institutionals were:
Crestview Partners II GP, L.P.: 11.61 M
VANGUARD GROUP INC: 3.89 M
BlackRock Funding, Inc. /DE: 3.51 M
Capital World Investors: 3.22 M
FRANKLIN RESOURCES INC: 1.98 M
Van Berkom & Associates Inc.: 1.92 M
77.39% of Victory Capital Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.50 M shares in the last 24 months. This purchase volume represents approximately $3.70 B in transactions.