VELO3D INC (VELO)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
131
Reporting holders
$253.7M
Reported value
37.9%
Of shares outstanding
15.7%
Held as options
+67
Holder change
Institutions report 12,185,388 shares against 32,149,118 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.
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.6M | 575,600 | 0.00% | 2q | +2373.5%+$23.6M |
| BlackRock, Inc. | $24.2M | 1,381,069 | 0.00% | 3q | +430.8%+$19.7M |
| AWM Investment Company, Inc. | $23.2M | 1,322,066 | 2.01% | 4q | -33.2%-$11.5M |
| STATE STREET CORP | $17.6M | 1,003,982 | 0.00% | 3q | +1548.6%+$16.6M |
| JANE STREET GROUP, LLC | $16.5M | 321,596 | 0.00% | 4q | +89.8%+$7.8M |
| Tema ETFs LLC | $13.4M | 762,160 | 0.43% | 2q | +138980.3%+$13.4M |
| Tidal Investments LLC | $13.3M | 760,262 | 0.02% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 647,065 | 0.00% | 2q | -28.8%-$4.6M |
| NEXT CENTURY GROWTH INVESTORS LLC | $9.7M | 553,356 | 0.51% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $7.7M | 440,818 | 0.00% | 3q | +198.6%+$5.1M |
| CITADEL ADVISORS LLC | $7.1M | 57,698 | 0.00% | 2q | +82.2%+$3.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.5M | 372,040 | 0.00% | new | NEW |
| UBS Group AG | $5.4M | 309,954 | 0.00% | 4q | +47.5%+$1.8M |
| MILLENNIUM MANAGEMENT LLC | $5.3M | 303,439 | 0.00% | 2q | -54.6%-$6.4M |
| IMC-Chicago, LLC | $4.0M | 70,580 | 0.00% | 2q | +191.4%+$2.6M |
| Ghisallo Capital Management LLC | $3.5M | 200,000 | 0.07% | new | NEW |
| ARK Investment Management LLC | $3.4M | 194,753 | 0.02% | 2q | +65.2%+$1.3M |
| OPPENHEIMER & CO INC | $3.4M | 193,705 | 0.04% | 3q | +21.5%+$602.3K |
| Jump Financial, LLC | $3.1M | 177,743 | 0.03% | new | NEW |
| SYMMETRY PEAK MANAGEMENT LLC | $2.9M | options only | 0.77% | new | OPTIONS |
| NORTHERN TRUST CORP | $2.3M | 130,999 | 0.00% | 3q | +387.7%+$1.8M |
| CANTOR FITZGERALD, L. P. | $2.3M | 130,810 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.1M | 119,204 | 0.00% | 2q | +41.7%+$615.6K |
| LPL Financial LLC | $2.0M | 114,318 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $1.8M | 24,366 | 0.00% | 4q | -54.2%-$2.2M |
| Invst, LLC | $1.8M | 103,529 | 0.18% | 4q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 99,936 | 0.00% | 3q | +353.5%+$1.4M |
| SIMPLEX TRADING, LLC | $1.7M | 31,932 | 0.00% | 2q | +134.0%+$973.1K |
| TUDOR INVESTMENT CORP ET AL | $1.7M | 95,144 | 0.00% | 2q | -28.3%-$660.1K |
| Caitong International Asset Management Co., Ltd | $1.4M | 80,861 | 0.19% | 3q | +484.6%+$1.2M |
| ROYAL BANK OF CANADA | $1.3M | 75,987 | 0.00% | 2q | +32234.9%+$1.3M |
| MOORE CAPITAL MANAGEMENT, LP | $1.3M | 75,000 | 0.02% | 2q | +650.0%+$1.1M |
| PFG Advisors | $1.3M | 74,983 | 0.07% | new | NEW |
| POLEN CAPITAL MANAGEMENT LLC | $1.3M | 74,422 | 0.01% | 3q | +21.1%+$228.0K |
| Clear Street Group Inc. | $1.1M | 62,266 | 0.00% | new | NEW |
| Marex Group Ltd | $1.1M | 60,602 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $1.0M | 58,327 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 57,898 | 0.00% | new | NEW |
| VK Services, LLC | $1.0M | 57,810 | 100.00% | 4q | HELD |
| Apollon Wealth Management, LLC | $966.4K | 55,066 | 0.01% | 2q | +72.4%+$405.9K |
| Cetera Investment Advisers | $941.6K | 53,654 | 0.00% | new | NEW |
| MORGAN STANLEY | $906.5K | 51,651 | 0.00% | 4q | -72.3%-$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $881.1K | 50,207 | 0.00% | 2q | +402.0%+$705.6K |
| Sixth Street Partners Management Company, L.P. | $881.1K | 50,207 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $808.4K | 46,061 | 0.00% | 4q | +213.6%+$550.6K |
| Balyasny Asset Management L.P. | $777.8K | 44,320 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $763.8K | 43,521 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $628.1K | 35,787 | 0.00% | new | NEW |
| Sender Co & Partners, Inc. | $584.7K | 33,319 | 0.17% | 2q | -76.8%-$1.9M |
| GRIFFIN ASSET MANAGEMENT, INC. | $581.0K | 33,103 | 0.06% | new | NEW |
| SAPIENT CAPITAL LLC | $580.3K | 33,068 | 0.00% | 4q | +61.0%+$220.0K |
| NOMURA HOLDINGS INC | $561.6K | 32,000 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $557.5K | 31,764 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $477.5K | 27,208 | 0.00% | 4q | -59.1%-$689.6K |
| Nuveen, LLC | $475.3K | 27,081 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $360.1K | 20,516 | 0.00% | new | NEW |
| Sigma Planning Corp | $351.0K | 20,000 | 0.01% | new | NEW |
| Connective Capital Management, LLC | $345.0K | 19,659 | 0.24% | new | NEW |
| Belvedere Trading LLC | $303.6K | options only | 0.00% | new | OPTIONS |
| DEUTSCHE BANK AG\ | $288.5K | 16,437 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $287.6K | 16,390 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $277.1K | 15,791 | 0.00% | 2q | -16.0%-$52.9K |
| HBW ADVISORY SERVICES LLC | $274.7K | 15,650 | 0.02% | 2q | HELD |
| Byrne Asset Management LLC | $250.6K | 14,280 | 0.14% | 4q | -51.3%-$263.8K |
| DNB Asset Management AS | $245.9K | 14,010 | 0.00% | 3q | -90.1%-$2.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $244.9K | 13,955 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $221.6K | 12,627 | 0.00% | new | NEW |
| Brookstone Capital Management | $215.6K | 12,285 | 0.00% | new | NEW |
| THOMPSON DAVIS & CO., INC. | $208.8K | 11,900 | 0.12% | new | NEW |
| Cerity Partners LLC | $207.2K | 11,809 | 0.00% | new | NEW |
| Centiva Capital, LP | $199.5K | 11,367 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $181.1K | 9,954 | 0.00% | 4q | +212.2%+$123.1K |
| CITIGROUP INC | $180.4K | 10,277 | 0.00% | 4q | -39.3%-$116.6K |
| MetLife Investment Management, LLC | $178.8K | 10,190 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $139.2K | 7,565 | 0.00% | 4q | +125983.3%+$139.1K |
| Bayforest Capital Ltd | $136.5K | 7,777 | 0.13% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $132.9K | 7,574 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $132.1K | 7,527 | 0.00% | 2q | +108.8%+$68.8K |
| Tripletail Wealth Management, LLC | $130.8K | 8,369 | 0.15% | 2q | +13.1%+$15.1K |
| BARCLAYS PLC | $126.4K | 7,200 | 0.00% | 4q | +4515.4%+$123.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $100.0K | 5,700 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $94.1K | 5,363 | 0.00% | 4q | +51.7%+$32.1K |
| Police & Firemen's Retirement System of New Jersey | $85.5K | 4,872 | 0.00% | new | NEW |
| State of Wyoming | $82.6K | 4,704 | 0.01% | 2q | +117.8%+$44.6K |
| FMR LLC | $81.3K | 4,631 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $60.8K | 3,653 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $50.4K | 2,874 | 0.00% | 4q | +40957.1%+$50.3K |
| Rockefeller Capital Management L.P. | $49.1K | 2,800 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $48.2K | 2,744 | 0.00% | new | NEW |
| STRS OHIO | $36.9K | 2,100 | 0.00% | new | NEW |
| Larson Financial Group LLC | $32.2K | 1,836 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $28.3K | 1,611 | 0.00% | new | NEW |
| Legal & General Group Plc | $28.1K | 1,602 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $26.3K | 1,499 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $23.3K | 1,326 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $19.3K | 1,100 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $17.8K | 1,014 | 0.00% | new | NEW |
| CITY HOLDING CO | $17.5K | 1,000 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $15.8K | 900 | 0.00% | new | NEW |
| MCF Advisors LLC | $13.3K | 756 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | AWM Investment Company, Inc. | 4.1% |
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 | 131 | $253.7M | 12,185,388 | 80 | 32 | 12 | 15.7% |
| Q1 2026 | 64 | $68.0M | 6,567,727 | 36 | 21 | 4 | 9.3% |
| Q4 2025 | 52 | $89.4M | 6,613,976 | 25 | 9 | 9 | 0.1% |
| Q3 2025 | 33 | $12.4M | 3,829,202 | 34 | 0 | 0 | 5.2% |
| Q3 2024 | 1 | $13 | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2024 | 2 | $2.6K | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2024 | 4 | $378.6K | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2023 | 2 | $32.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 2 | $304.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 3 | $651.1K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 3 | $667.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 3 | $67.3K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 90 | $215.2M | 21,783,445 | 11 | 16 | 13 | 0.5% |
| Q2 2022 | 94 | $214.0M | 21,860,069 | 12 | 17 | 12 | 0.1% |
| Q1 2022 | 95 | $209.7M | 21,237,710 | 16 | 16 | 13 | 1.2% |
| Q4 2021 | 86 | $209.2M | 21,347,856 | 17 | 20 | 13 | 0.9% |
| Q3 2021 | 76 | $202.7M | 20,492,140 | 30 | 18 | 3 | 0.3% |
| Q2 2021 | 52 | $104.5M | 10,819,430 | 52 | 0 | 0 | 0.0% |