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. | 02/14/2025 | 7.62 M | $498.48 M | -34.43% | 11.79% |
VANGUARD GROUP INC | 02/11/2025 | 3.97 M | $259.63 M | 2.04% | 6.11% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.73 M | $244.03 M | 6.25% | 5.77% |
CAPITAL WORLD INVESTORS | 02/13/2025 | 3.23 M | $211.50 M | 0.36% | 5.00% |
FRANKLIN RESOURCES INC | 02/12/2025 | 2.01 M | $131.70 M | 1.61% | 3.11% |
VAN BERKOM & ASSOCIATES INC. | 02/03/2025 | 1.81 M | $118.75 M | -5.76% | 2.81% |
BAHL & GAYNOR INC | 02/06/2025 | 1.56 M | $101.95 M | 10.93% | 2.41% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.43 M | $93.32 M | 2.38% | 2.20% |
FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 1.28 M | $83.70 M | -0.05% | 1.98% |
LSV ASSET MANAGEMENT | 02/13/2025 | 1.17 M | $76.79 M | -5.99% | 1.82% |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 1.13 M | $74.17 M | -1.44% | 1.75% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.04 M | $68.39 M | 0.75% | 1.61% |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 02/03/2025 | 976,161 | $63.90 M | 20.53% | 1.51% |
SWEDBANK AB | 01/22/2025 | 700,000 | $45.82 M | -6.67% | 1.08% |
IMPAX ASSET MANAGEMENT GROUP PLC | 02/04/2025 | 625,000 | $40.91 M | -7.41% | 0.97% |
INVESCO LTD. | 02/13/2025 | 576,921 | $37.77 M | 3.15% | 0.89% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 492,045 | $32.21 M | 8.30% | 0.76% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 481,267 | $31.50 M | -8.25% | 0.74% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 436,075 | $28.55 M | -23.37% | 0.67% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 360,633 | $23.61 M | -2.12% | 0.56% |
MARINER, LLC | 02/13/2025 | 320,787 | $21.00 M | -0.42% | 0.50% |
CAMBRIA INVESTMENT MANAGEMENT, L.P. | 02/14/2025 | 304,872 | $19.96 M | 3.51% | 0.47% |
ROYCE & ASSOCIATES LP | 02/10/2025 | 278,683 | $18.24 M | 99.08% | 0.43% |
JB CAPITAL PARTNERS LP | 02/13/2025 | 276,812 | $18.12 M | 0.00% | 0.43% |
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 01/29/2025 | 271,232 | $11.95 M | 100.00% | 0.42% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 264,567 | $17.32 M | -38.10% | 0.41% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 261,827 | $17.14 M | 8.29% | 0.41% |
FEDERATED HERMES, INC. | 02/13/2025 | 254,934 | $16.69 M | 1.59% | 0.39% |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/11/2025 | 250,475 | $16.40 M | 0.00% | 0.39% |
JPMORGAN CHASE & CO | 02/12/2025 | 239,333 | $15.67 M | -35.82% | 0.37% |
ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 182,283 | $11.93 M | -17.81% | 0.28% |
ANNEX ADVISORY SERVICES, LLC | 01/16/2025 | 173,562 | $11.36 M | 599.68% | 0.27% |
PEMBROKE MANAGEMENT, LTD | 01/31/2025 | 159,827 | $10.46 M | 42.94% | 0.25% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 159,294 | $10.43 M | -4.45% | 0.25% |
RBF CAPITAL, LLC | 02/14/2025 | 149,063 | $9.76 M | 0.00% | 0.23% |
ROYAL BANK OF CANADA | 02/14/2025 | 144,375 | $9.45 M | -1.41% | 0.22% |
ALPS ADVISORS INC | 02/13/2025 | 141,301 | $9.25 M | 17.74% | 0.22% |
VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 141,799 | $9.28 M | 966.88% | 0.22% |
CI PRIVATE WEALTH, LLC | 02/10/2025 | 137,310 | $8.99 M | -17.00% | 0.21% |
GATOR CAPITAL MANAGEMENT, LLC | 02/13/2025 | 130,782 | $8.56 M | -0.15% | 0.20% |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 129,331 | $8.47 M | 103.04% | 0.20% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 128,850 | $8.43 M | 196.53% | 0.20% |
LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 125,861 | $8.24 M | 940.69% | 0.19% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 123,684 | $8.10 M | 22.89% | 0.19% |
KEELEY-TETON ADVISORS, LLC | 02/13/2025 | 121,045 | $7.92 M | -6.32% | 0.19% |
ARGENT CAPITAL MANAGEMENT LLC | 01/14/2025 | 119,827 | $7.84 M | 10.23% | 0.19% |
STEAMBOAT CAPITAL PARTNERS, LLC | 02/14/2025 | 116,868 | $7.65 M | -1.98% | 0.18% |
F/M INVESTMENTS LLC | 02/13/2025 | 107,547 | $7.04 M | -61.89% | 0.17% |
02/28/2025 | 99,642 | $6.52 M | 100.00% | 0.15% | |
SEI INVESTMENTS CO | 02/11/2025 | 97,207 | $6.36 M | -6.84% | 0.15% |
Victory Capital Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 299 institutional investors and hedge funds held shares of Victory Capital Holdings, Inc.. The most heavily invested institutionals were:
Crestview Partners II GP, L.P.: 7.62 M
VANGUARD GROUP INC: 3.97 M
BlackRock Funding, Inc. /DE: 3.73 M
Capital World Investors: 3.23 M
FRANKLIN RESOURCES INC: 2.01 M
Van Berkom & Associates Inc.: 1.81 M
73.38% of Victory Capital Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 51.78 M shares in the last 24 months. This purchase volume represents approximately $3.28 B in transactions.