Velocity Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | 10/15/2025 | 13.35 M | $242.23 M | 0.00% | 35.07% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 12.64 M | $229.25 M | 0.00% | 33.19% |
| BEACH POINT CAPITAL MANAGEMENT LP | 10/22/2025 | 5.38 M | $97.55 M | 1.44% | 14.12% |
| BLACKROCK, INC. | 11/12/2025 | 1.66 M | $30.07 M | -9.85% | 4.35% |
| VANGUARD GROUP INC | 11/07/2025 | 479.12 K | $8.69 M | -11.84% | 1.26% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 454.08 K | $8.24 M | 9.48% | 1.19% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 450.05 K | $8.16 M | 0.00% | 1.18% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 250.00 K | $4.54 M | 0.00% | 0.66% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 248.10 K | $4.50 M | 0.00% | 0.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 220.98 K | $4.01 M | -15.77% | 0.58% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 217.08 K | $3.94 M | 80.92% | 0.57% |
| STATE STREET CORP | 11/14/2025 | 210.10 K | $3.81 M | 12.59% | 0.55% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 204.54 K | $3.71 M | -17.05% | 0.54% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 191.96 K | $3.48 M | 23.51% | 0.50% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 155.35 K | $2.82 M | 138.02% | 0.41% |
| HAP TRADING, LLC | 11/12/2025 | 150.00 K | $78.75 M | 100.00% | 0.39% |
| HAP TRADING, LLC | 11/12/2025 | 150.00 K | $6.00 M | 100.00% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 113.60 K | $2.06 M | -2.91% | 0.30% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 106.30 K | $1.94 M | 0.00% | 0.28% |
| MARSHALL WACE, LLP | 11/13/2025 | 106.16 K | $1.93 M | 204.19% | 0.28% |
| MORGAN STANLEY | 11/14/2025 | 102.80 K | $1.86 M | 11.03% | 0.27% |
| PEAK6 LLC | 11/14/2025 | 100.00 K | $1.81 M | 0.00% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 98.25 K | $1.78 M | 38.77% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 96.97 K | $1.76 M | 255.45% | 0.25% |
| CITADEL ADVISORS LLC | 11/14/2025 | 89.17 K | $1.62 M | 42.29% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 83.23 K | $1.51 M | -16.16% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 77.40 K | $1.40 M | -7.08% | 0.20% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 75.83 K | $1.38 M | 100.00% | 0.20% |
| JANE STREET GROUP, LLC | 11/14/2025 | 74.40 K | $1.35 M | -4.98% | 0.20% |
| HSBC HOLDINGS PLC | 11/13/2025 | 74.37 K | $1.34 M | -7.62% | 0.20% |
| NORTHERN TRUST CORP | 11/14/2025 | 72.65 K | $1.32 M | -12.61% | 0.19% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 68.30 K | $1.25 M | 0.29% | 0.18% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 65.59 K | $1.19 M | 54.98% | 0.17% |
| HRT FINANCIAL LP | 11/14/2025 | 64.54 K | $1.17 M | 100.00% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 53.49 K | $970.24 K | 1.59% | 0.14% |
| NUVEEN, LLC | 11/12/2025 | 50.41 K | $914.47 K | 35.39% | 0.13% |
| CREATIVE PLANNING | 11/14/2025 | 47.45 K | $860.71 K | -29.44% | 0.12% |
| MARINER, LLC | 11/14/2025 | 43.20 K | $783.67 K | -6.53% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 40.22 K | $729.50 K | -42.98% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 39.88 K | $723.00 K | 47.60% | 0.10% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 36.18 K | $659.85 K | 15.21% | 0.10% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 35.05 K | $635.00 K | -34.94% | 0.09% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 31.50 K | $571.41 K | 100.00% | 0.08% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 31.23 K | $566.59 K | 47.91% | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 31.17 K | $565.37 K | -41.25% | 0.08% |
| JPMORGAN CHASE & CO | 11/26/2025 | 30.10 K | $546.07 K | 9.37% | 0.08% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 29.64 K | $537.74 K | 100.00% | 0.08% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 29.17 K | $529.13 K | -42.86% | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 28.84 K | $523.21 K | 15.54% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 26.54 K | $481.44 K | 100.00% | 0.07% |
Velocity Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Velocity Financial, Inc.. The most heavily invested institutionals were:
Snow Phipps Group, LLC: 13.35 M
Allianz Asset Management GmbH: 12.64 M
Beach Point Capital Management LP: 5.38 M
BlackRock, Inc.: 1.66 M
VANGUARD GROUP INC: 479,120
DIMENSIONAL FUND ADVISORS LP: 454,078
98.56% of Velocity Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 38.30 M shares in the last 24 months. This purchase volume represents approximately $726.50 M in transactions.