Venu Holding Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 1.51 M | $12.68 M | 11.39% | 3.96% |
| CITADEL ADVISORS LLC | 02/17/2026 | 591.39 K | $4.98 M | -14.67% | 1.56% |
| BLACKROCK, INC. | 02/12/2026 | 428.64 K | $3.61 M | 0.40% | 1.13% |
| FIRST WESTERN TRUST BANK | 02/12/2026 | 400.12 K | $3.37 M | -38.45% | 1.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 328.97 K | $2.77 M | 4.62% | 0.87% |
| FORT POINT CAPITAL PARTNERS LLC | 02/13/2026 | 245.10 K | $2.14 M | 248.06% | 0.65% |
| MORGAN STANLEY | 02/13/2026 | 213.28 K | $1.80 M | 51.07% | 0.56% |
| BLEICHROEDER LP | 02/13/2026 | 200.00 K | $1.68 M | 0.00% | 0.53% |
| BARD ASSOCIATES INC | 02/13/2026 | 184.61 K | $1.55 M | -6.21% | 0.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 184.48 K | $1.55 M | 5.62% | 0.49% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 141.07 K | $1.19 M | 100.00% | 0.37% |
| STATE STREET CORP | 02/13/2026 | 130.29 K | $1.10 M | 13.33% | 0.34% |
| MARSHALL WACE, LLP | 02/13/2026 | 109.89 K | $925.26 K | 100.00% | 0.29% |
| COLONY GROUP, LLC | 02/13/2026 | 108.16 K | $910.69 K | 100.00% | 0.28% |
| WILLIS INVESTMENT COUNSEL | 01/22/2026 | 105.00 K | $884.08 K | 179.99% | 0.28% |
| 1492 CAPITAL MANAGEMENT LLC | 02/10/2026 | 80.16 K | $674.95 K | -5.36% | 0.21% |
| GIBRALTAR CAPITAL MANAGEMENT, INC. | 02/02/2026 | 74.00 K | $623.08 K | 0.00% | 0.19% |
| INTERGY PRIVATE WEALTH, LLC | 01/22/2026 | 70.31 K | $592.01 K | 100.00% | 0.19% |
| ALTUS WEALTH GROUP LLC | 02/13/2026 | 70.00 K | $589.40 K | 0.00% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 67.26 K | $566.36 K | 100.00% | 0.18% |
| NORTHERN TRUST CORP | 02/17/2026 | 65.40 K | $550.69 K | 13.11% | 0.17% |
| HOHIMER WEALTH MANAGEMENT, LLC | 02/12/2026 | 55.00 K | $463.10 K | -26.67% | 0.14% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 37.14 K | $312.74 K | 100.00% | 0.10% |
| DIAMETRIC CAPITAL, LP | 02/13/2026 | 36.85 K | $310.29 K | -70.56% | 0.10% |
| BARCLAYS PLC | 02/13/2026 | 32.57 K | $274.23 K | 100.00% | 0.09% |
| PALLAS CAPITAL ADVISORS LLC | 01/14/2026 | 28.67 K | $241.37 K | 0.00% | 0.08% |
| OMERS ADMINISTRATION CORP | 02/13/2026 | 28.20 K | $237.44 K | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 22.60 K | $181.05 K | 100.00% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 20.14 K | $169.59 K | 100.00% | 0.05% |
| NORTH CAPITAL, INC. | 02/18/2026 | 17.19 K | $144.71 K | 23.36% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.46 K | $130.15 K | 100.00% | 0.04% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 02/09/2026 | 14.28 K | $120.24 K | 16.29% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 13.59 K | $114.45 K | 126.91% | 0.04% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/17/2026 | 11.70 K | $98.51 K | 100.00% | 0.03% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 11.44 K | $96.30 K | -22.86% | 0.03% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 11.42 K | $96.16 K | -67.03% | 0.03% |
| 03/23/2026 | 11.10 K | $93.45 K | 100.00% | 0.03% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 10.92 K | $91.90 K | 0.00% | 0.03% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 10.85 K | $91.34 K | 100.00% | 0.03% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 10.46 K | $88.10 K | 100.00% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 8.08 K | $68.04 K | 13.78% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 6.12 K | $51.56 K | 30.13% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 3.00 K | $25.27 K | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 1.00 K | $8.00 K | 100.00% | 0.00% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 02/17/2026 | 800 | $10.25 K | -99.38% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 712 | $6.00 K | 63.68% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 560 | $4.72 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 317 | $2.67 K | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 250 | $2.11 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 209 | $1.76 K | 100.00% | 0.00% |
Venu Holding Corp. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Venu Holding Corp.. The most heavily invested institutionals were:
Willis Investment Counsel: 218,633
Altus Wealth Group LLC: 90,000
1492 Capital Management LLC: 79,494
Gibraltar Capital Management, Inc.: 79,000
Intergy Private Wealth, LLC: 72,091
HOHIMER WEALTH MANAGEMENT, LLC: 55,000
15.07% of Venu Holding Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 5.98 M shares in the last 24 months. This purchase volume represents approximately $23.82 M in transactions.