Velocity Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | 07/09/2026 | 13.35 M | $246.50 M | 0.00% | 34.48% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 12.64 M | $233.29 M | 0.00% | 32.63% |
| BEACH POINT CAPITAL MANAGEMENT LP | 07/22/2026 | 6.58 M | $121.51 M | 0.36% | 17.00% |
| BLACKROCK, INC. | 08/07/2026 | 1.49 M | $27.50 M | -9.26% | 3.85% |
| HBK INVESTMENTS L P | 09/16/2026 | 737.50 K | $13.61 M | 0.00% | 1.91% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 656.73 K | $12.12 M | 12.73% | 1.70% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 505.51 K | $9.33 M | 4.72% | 1.31% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 487.01 K | $8.99 M | 1.32% | 1.26% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 357.20 K | $6.59 M | 25.17% | 0.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 272.54 K | $5.03 M | 9.23% | 0.70% |
| STATE STREET CORP | 08/07/2026 | 249.73 K | $4.61 M | 14.48% | 0.64% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 235.33 K | $4.34 M | -14.46% | 0.61% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 124.13 K | $2.29 M | 41.48% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 123.90 K | $2.29 M | 100.00% | 0.32% |
| MAN GROUP PLC | 08/14/2026 | 116.93 K | $2.16 M | 53.08% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 116.61 K | $2.15 M | 10.15% | 0.30% |
| MORGAN STANLEY | 08/13/2026 | 102.53 K | $1.89 M | 15.92% | 0.26% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 102.19 K | $1.89 M | 53.11% | 0.26% |
| NORTHERN TRUST CORP | 08/13/2026 | 92.14 K | $1.70 M | 14.24% | 0.24% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 91.22 K | $1.68 M | 54.87% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 89.50 K | $1.65 M | 4.80% | 0.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 89.50 K | $1.65 M | 100.00% | 0.23% |
| NFJ INVESTMENT GROUP, LLC | 08/11/2026 | 72.61 K | $1.34 M | 0.00% | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 71.55 K | $1.32 M | 21.46% | 0.18% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 67.60 K | $1.25 M | -2.58% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 55.06 K | $1.02 M | 8.24% | 0.14% |
| CREATIVE PLANNING | 08/13/2026 | 54.85 K | $1.01 M | 1.77% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 54.03 K | $997.34 K | 38.28% | 0.14% |
| HSBC HOLDINGS PLC | 08/14/2026 | 53.57 K | $970.23 K | -38.24% | 0.14% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 51.40 K | $948.84 K | 85.56% | 0.13% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 49.81 K | $919.46 K | 27.59% | 0.13% |
| JPMORGAN CHASE & CO | 08/12/2026 | 43.77 K | $788.33 K | 19.06% | 0.11% |
| MARINER, LLC | 08/13/2026 | 42.02 K | $775.75 K | -1.15% | 0.11% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 38.24 K | $705.93 K | 8.50% | 0.10% |
| XTX TOPCO LTD | 08/14/2026 | 35.34 K | $652.28 K | -6.98% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 33.22 K | $613.26 K | -8.49% | 0.09% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 32.68 K | $603.20 K | 4.63% | 0.08% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 31.23 K | $576.58 K | 28.74% | 0.08% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 29.27 K | $540.27 K | 206.04% | 0.08% |
| ALPS ADVISORS INC | 07/29/2026 | 28.80 K | $531.65 K | 1.24% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 26.71 K | $493.01 K | 53.21% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 23.63 K | $436.14 K | -60.11% | 0.06% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 23.17 K | $427.66 K | -25.67% | 0.06% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 21.17 K | $390.87 K | 100.00% | 0.05% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 21.17 K | $390.78 K | -27.43% | 0.05% |
| PDT PARTNERS, LLC | 08/14/2026 | 19.72 K | $363.99 K | 0.00% | 0.05% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/03/2026 | 19.60 K | $361.78 K | -1.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.50 K | $286.13 K | 100.00% | 0.04% |
| NUVEEN, LLC | 08/11/2026 | 14.29 K | $263.87 K | -4.75% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 14.07 K | $259.77 K | 63.99% | 0.04% |
Velocity Financial Inc institutional Ownership - FAQ's
During the previous two years, 130 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: 6.58 M
BlackRock, Inc.: 1.49 M
DIMENSIONAL FUND ADVISORS LP: 656,725
ADAGE CAPITAL PARTNERS GP, L.L.C.: 505,505
100.81% of Velocity Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 40.44 M shares in the last 24 months. This purchase volume represents approximately $724.37 M in transactions.