VELOCITY FINL INC (VEL)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
103
Reporting holders
$735.8M
Reported value
98.9%
Of shares outstanding
2.1%
Held as options
+0
Holder change
Institutions report 39,040,820 shares against 39,481,457 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | $246.5M | 13,353,103 | 75.64% | 23q | HELD |
| Allianz Asset Management GmbH | $233.3M | 12,637,764 | 0.21% | 26q | HELD |
| Beach Point Capital Management LP | $122.3M | 6,582,380 | 47.40% | 26q | HELD |
| BlackRock, Inc. | $27.5M | 1,489,827 | 0.00% | 8q | -9.3%-$2.8M |
| HBK INVESTMENTS L P | $13.6M | options only | 0.13% | 2q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $12.1M | 656,725 | 0.00% | 18q | +12.7%+$1.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $9.3M | 505,505 | 0.01% | 26q | +4.7%+$420.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.0M | 487,011 | 0.00% | 2q | +1.3%+$117.4K |
| AMERICAN CENTURY COMPANIES INC | $6.6M | 357,199 | 0.00% | 8q | +25.2%+$1.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 272,540 | 0.00% | 21q | +9.2%+$425.4K |
| STATE STREET CORP | $4.6M | 249,731 | 0.00% | 21q | +14.5%+$583.1K |
| GOLDMAN SACHS GROUP INC | $4.3M | 235,327 | 0.00% | 14q | -14.5%-$734.6K |
| D. E. Shaw & Co., Inc. | $2.3M | 124,130 | 0.00% | 3q | +41.5%+$671.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 123,902 | 0.00% | 11q | HELD |
| Man Group plc | $2.2M | 116,925 | 0.00% | 2q | +53.1%+$748.4K |
| Qube Research & Technologies Ltd | $2.2M | 116,605 | 0.00% | 6q | +10.1%+$198.3K |
| MORGAN STANLEY | $1.9M | 102,530 | 0.00% | 26q | +15.9%+$259.9K |
| TUDOR INVESTMENT CORP ET AL | $1.9M | 91,219 | 0.00% | 3q | +54.9%+$669.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 102,190 | 0.00% | 2q | +53.1%+$654.4K |
| NORTHERN TRUST CORP | $1.7M | 92,141 | 0.00% | 26q | +14.2%+$212.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7M | 89,499 | 0.00% | 21q | +4.8%+$75.7K |
| Sixth Street Partners Management Company, L.P. | $1.7M | 89,499 | 0.00% | new | NEW |
| NFJ INVESTMENT GROUP, LLC | $1.3M | 72,611 | 0.05% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 71,546 | 0.00% | 5q | +21.5%+$233.3K |
| VANGUARD FIDUCIARY TRUST CO | $1.2M | 67,596 | 0.00% | 2q | -2.6%-$33.0K |
| Bank of New York Mellon Corp | $1.0M | 55,060 | 0.00% | 21q | +8.2%+$77.4K |
| Creative Planning | $1.0M | 54,853 | 0.00% | 5q | +1.8%+$17.6K |
| CITADEL ADVISORS LLC | $997.3K | 54,027 | 0.00% | 12q | +38.3%+$276.1K |
| HSBC HOLDINGS PLC | $970.2K | 53,574 | 0.00% | 26q | -38.2%-$600.8K |
| RENAISSANCE TECHNOLOGIES LLC | $948.8K | 51,400 | 0.00% | 2q | +85.6%+$437.5K |
| BNP PARIBAS FINANCIAL MARKETS | $919.5K | 49,808 | 0.00% | 7q | +27.6%+$198.8K |
| JPMORGAN CHASE & CO | $788.3K | 43,772 | 0.00% | 21q | +19.1%+$126.2K |
| Mariner, LLC | $775.7K | 42,023 | 0.00% | 16q | -1.2%-$9.1K |
| Quantinno Capital Management LP | $705.9K | 38,241 | 0.00% | 5q | +8.5%+$55.3K |
| XTX Topco Ltd | $652.3K | 35,335 | 0.01% | 2q | -7.0%-$48.9K |
| BANK OF AMERICA CORP /DE/ | $613.3K | 33,221 | 0.00% | 26q | -8.5%-$56.9K |
| FIRST TRUST ADVISORS LP | $603.2K | 32,676 | 0.00% | 4q | +4.6%+$26.7K |
| Trexquant Investment LP | $576.6K | 31,234 | 0.00% | 8q | +28.7%+$128.7K |
| Russell Investments Group, Ltd. | $540.3K | 29,267 | 0.00% | 8q | +206.0%+$363.7K |
| ALPS ADVISORS INC | $531.6K | 28,800 | 0.00% | 4q | +1.2%+$6.5K |
| UBS Group AG | $493.0K | 26,707 | 0.00% | 22q | +53.2%+$171.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $436.1K | 23,626 | 0.00% | 6q | -60.1%-$657.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $427.7K | 23,167 | 0.01% | 24q | -25.7%-$147.7K |
| Squarepoint Ops LLC | $390.9K | 21,174 | 0.00% | new | NEW |
| Empowered Funds, LLC | $390.8K | 21,169 | 0.00% | 13q | -27.4%-$147.7K |
| PDT Partners, LLC | $364.0K | 19,718 | 0.02% | 5q | HELD |
| Campbell & CO Investment Adviser LLC | $361.8K | 19,598 | 0.02% | 5q | -1.0%-$3.7K |
| JANE STREET GROUP, LLC | $286.1K | options only | 0.00% | new | OPTIONS |
| SIMPLEX TRADING, LLC | $277.9K | 5,453 | 0.00% | new | NEW |
| Nuveen, LLC | $263.9K | 14,294 | 0.00% | 6q | -4.8%-$13.2K |
| WELLS FARGO & COMPANY/MN | $259.8K | 14,072 | 0.00% | 26q | -18.0%-$57.0K |
| RHUMBLINE ADVISERS | $258.9K | 14,027 | 0.00% | 17q | +10.2%+$24.0K |
| Brevan Howard Capital Management LP | $226.2K | 12,251 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $222.6K | 12,057 | 0.00% | 21q | +29.0%+$50.1K |
| Sterling Capital Management LLC | $202.6K | 10,976 | 0.00% | 8q | -1.3%-$2.7K |
| ALLIANCEBERNSTEIN L.P. | $192.5K | 10,640 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $178.0K | 9,640 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $157.3K | 8,520 | 0.00% | 11q | +12.6%+$17.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $145.1K | 7,862 | 0.00% | 3q | HELD |
| FMR LLC | $131.1K | 7,103 | 0.00% | 18q | +2.2%+$2.9K |
| CITIGROUP INC | $128.9K | 6,983 | 0.00% | 21q | +288.8%+$95.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $105.0K | 5,689 | 0.00% | 9q | +4.5%+$4.5K |
| Police & Firemen's Retirement System of New Jersey | $84.0K | 4,548 | 0.00% | 6q | +125.0%+$46.6K |
| Vanguard Global Advisers, LLC | $74.5K | 4,037 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $71.5K | 3,874 | 0.00% | 21q | HELD |
| BARCLAYS PLC | $56.1K | 3,037 | 0.00% | 18q | -78.0%-$198.9K |
| WOLVERINE ASSET MANAGEMENT LLC | $53.5K | options only | 0.00% | new | OPTIONS |
| ROYAL BANK OF CANADA | $28.0K | 1,499 | 0.00% | 21q | +1099.2%+$25.7K |
| Legal & General Group Plc | $24.1K | 1,305 | 0.00% | 21q | +27.6%+$5.2K |
| PNC Financial Services Group, Inc. | $23.8K | 1,289 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $21.1K | 1,144 | 0.00% | 21q | HELD |
| GROUP ONE TRADING LLC | $14.8K | options only | 0.00% | 9q | OPTIONS |
| Tower Research Capital LLC (TRC) | $11.9K | 645 | 0.00% | 25q | -45.1%-$9.8K |
| Arax Advisory Partners | $11.1K | 603 | 0.00% | new | NEW |
| GAMMA Investing LLC | $9.4K | 509 | 0.00% | 7q | +124.2%+$5.2K |
| Integrated Wealth Concepts LLC | $8.9K | 481 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $5.4K | 290 | 0.00% | 5q | +1971.4%+$5.1K |
| SIGNATUREFD, LLC | $4.7K | 255 | 0.00% | 5q | +177.2%+$3.0K |
| FEDERATED HERMES, INC. | $4.3K | 235 | 0.00% | 9q | +16.9% |
| Allworth Financial LP | $3.7K | 199 | 0.00% | 5q | -23.5%-$1.1K |
| Quarry LP | $3.4K | 185 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $3.1K | 172 | 0.00% | new | NEW |
| Essential Partners LLC | $2.7K | 146 | 0.00% | 5q | -43.8%-$2.1K |
| Physician Wealth Advisors, Inc. | $2.3K | 126 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.0K | 107 | 0.00% | 7q | +0.9% |
| NISA INVESTMENT ADVISORS, LLC | $1.8K | 100 | 0.00% | 13q | HELD |
| Bare Financial Services, Inc | $1.6K | 88 | 0.00% | 2q | +214.3%+$1.1K |
| ROTHSCHILD INVESTMENT LLC | $1.3K | 69 | 0.00% | 4q | +19.0% |
| Rialto Wealth Management, LLC | $1.1K | 60 | 0.00% | 5q | +100.0% |
| EverSource Wealth Advisors, LLC | $923 | 50 | 0.00% | 7q | -51.9% |
| Farther Finance Advisors, LLC | $886 | 48 | 0.00% | 3q | +182.4% |
| Versant Capital Management, Inc | $757 | 41 | 0.00% | 4q | -96.8%-$22.7K |
| North Star Investment Management Corp. | $517 | 28 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $388 | 21 | 0.00% | new | NEW |
| Larson Financial Group LLC | $369 | 20 | 0.00% | new | NEW |
| Trust Co | $314 | 17 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $258 | 14 | 0.00% | 4q | HELD |
| SJS Investment Consulting Inc. | $185 | 10 | 0.00% | 3q | +100.0% |
| True Wealth Design, LLC | $93 | 5 | 0.00% | 7q | -72.2% |
| Optiver Holding B.V. | $74 | 4 | 0.00% | 4q | -96.3%-$1.9K |
Showing the largest 100 of 105 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 103 | $735.8M | 39,040,820 | 20 | 46 | 22 | 2.1% |
| Q1 2026 | 103 | $720.1M | 38,595,945 | 16 | 31 | 33 | 3.0% |
| Q4 2025 | 102 | $793.1M | 37,933,087 | 15 | 41 | 26 | 0.7% |
| Q3 2025 | 99 | $701.0M | 37,400,227 | 19 | 33 | 33 | 3.2% |
| Q2 2025 | 90 | $717.0M | 37,179,243 | 21 | 37 | 22 | 3.9% |
| Q1 2025 | 78 | $676.7M | 34,863,223 | 14 | 28 | 21 | 3.6% |
| Q4 2024 | 70 | $671.5M | 32,588,531 | 12 | 24 | 17 | 5.1% |
| Q3 2024 | 65 | $663.7M | 32,623,884 | 16 | 26 | 6 | 3.6% |
| Q2 2024 | 50 | $604.5M | 32,398,812 | 9 | 18 | 10 | 3.9% |
| Q1 2024 | 50 | $598.8M | 32,406,195 | 2 | 15 | 16 | 2.6% |
| Q4 2023 | 50 | $565.8M | 32,182,138 | 8 | 18 | 13 | 2.1% |
| Q3 2023 | 44 | $359.7M | 31,831,281 | 4 | 13 | 17 | 0.0% |
| Q2 2023 | 40 | $367.1M | 31,832,307 | 4 | 18 | 8 | 0.0% |
| Q1 2023 | 34 | $284.5M | 31,503,921 | 1 | 17 | 7 | 0.0% |
| Q4 2022 | 35 | $302.0M | 31,293,596 | 1 | 11 | 10 | 0.0% |
| Q3 2022 | 45 | $340.5M | 31,410,317 | 3 | 15 | 12 | 0.0% |
| Q2 2022 | 44 | $344.8M | 31,374,484 | 2 | 14 | 17 | 0.0% |
| Q1 2022 | 44 | $340.9M | 31,162,458 | 5 | 7 | 20 | 0.0% |
| Q4 2021 | 48 | $434.0M | 31,207,984 | 8 | 19 | 12 | 1.5% |
| Q3 2021 | 41 | $256.3M | 19,367,975 | 5 | 19 | 8 | 0.6% |
| Q2 2021 | 37 | $242.5M | 19,419,173 | 16 | 8 | 10 | 0.0% |
| Q1 2021 | 22 | $106.6M | 12,018,867 | 3 | 5 | 10 | 0.0% |
| Q4 2020 | 22 | $123.0M | 20,617,860 | 1 | 8 | 7 | 0.0% |
| Q3 2020 | 29 | $64.2M | 13,751,805 | 4 | 9 | 12 | 0.0% |
| Q2 2020 | 30 | $46.5M | 13,439,816 | 9 | 10 | 11 | 0.0% |
| Q1 2020 | 40 | $160.5M | 20,055,062 | 39 | 0 | 0 | 0.0% |