HolderBook

VIATRIS INC (VTRS)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

34
Reporting holders
$84.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,007
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ARGENT CAPITAL MANAGEMENT LLC$66.5M3,750,7612.12%3q+47.1%+$21.3M
Sound Income Strategies, LLC$11.5M659,5140.51%24q+2.3%+$253.6K
MFA WEALTH ADVISORS, LLC$1.9M104,8010.32%24qHELD
GAMMA Investing LLC$1.2M69,0350.04%12q+58.2%+$450.1K
Farther Finance Advisors, LLC$978.0K55,1920.01%16q+40.8%+$283.2K
MOODY NATIONAL BANK TRUST DIVISION$936.6K52,8560.08%23q-10.5%-$110.0K
Retireful, LLC$501.4K28,2960.43%4q+15.0%+$65.4K
YHB Investment Advisors, Inc.$234.4K13,2260.01%3qHELD
Versant Capital Management, Inc$214.3K12,0930.02%23q+2.6%+$5.4K
Wedmont Private Capital$212.9K12,2060.01%newNEW
Valeo Financial Advisors, LLC$212.8K12,0070.00%2q+10.8%+$20.8K
MassMutual Private Wealth & Trust, FSB$161.6K9,1210.00%24q-3.8%-$6.4K
EASTERN BANK$70.4K3,9740.00%9q-15.1%-$12.5K
CoreCap Advisors, LLC$47.5K2,6810.00%11q-32.4%-$22.8K
Wealth Enhancement Trust Services, Inc.$43.0K2,4250.00%4q-78.7%-$158.9K
ELEVATION WEALTH PARTNERS, LLC$21.3K1,2030.01%5qHELD
Grove Bank & Trust$20.6K1,1640.00%16qHELD
Bank & Trust Co$18.7K1,0570.01%10qHELD
Central Pacific Bank - Trust Division$5.7K3210.00%11qHELD
Bullock Wealth Management Group$5.3K3050.00%11qHELD
Bangor Savings Bank$5.2K2940.00%18qHELD
Planning Strategies Inc.$4.1K2320.00%2q+5.0%
Retirement Wealth Solutions LLC$2.8K1600.00%8q-18.8%
TOMPKINS FINANCIAL CORP$2.6K1450.00%23qHELD
TOTH FINANCIAL ADVISORY CORP$1.7K970.00%newNEW
Trust Co$691390.00%4qHELD
ARMSTRONG ADVISORY GROUP, INC$560320.00%16qHELD
Davis Capital Management$479270.00%newNEW
Olistico Wealth, LLC$425240.00%4qHELD
CX Institutional$35019,7380.01%12q+4.0%
MJT & Associates Financial Advisory Group, Inc.$249140.00%7qHELD
STEPH & CO$213120.00%22qHELD
AMERICAN NATIONAL BANK & TRUST$15990.00%16qHELD
GK Wealth Management LLC$12870.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$10760.00%newNEW
Polaris Financial Partners$31710.00%newFIRST

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 →

FiledFormFiler % of class
2026-09-0813G/AFMR LLCwith 1 co-filers11.0%
2026-08-1213G/ADAVIS SELECTED ADVISERS6.5%
2026-08-0613GFMR LLCwith 1 co-filers8.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-082026-10-08Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-25Campbell PaulSee RemarksSold50,076$809.8K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202634$84.7M4,793,3365860.0%
Q2 20261,041$18.2B1,125,985,7271073493101.7%
Q1 20261,021$13.9B1,013,154,7761173172921.3%
Q4 20251,005$12.4B981,654,750933062971.2%
Q3 2025969$9.7B967,581,342912933281.2%
Q2 2025974$8.8B977,942,489863153501.2%
Q1 20251,009$8.5B973,056,281982813480.8%
Q4 20241,037$12.5B998,368,621692803590.6%
Q3 20241,006$11.2B961,027,815813153330.6%
Q2 20241,002$10.5B984,021,225722983640.6%
Q1 20241,014$12.0B999,525,783882733880.8%
Q4 20231,019$10.7B977,145,381742344120.8%
Q3 2023964$9.4B940,234,369583083431.3%
Q2 2023988$9.4B932,603,941772853830.8%
Q1 2023986$9.0B923,109,771793303541.4%
Q4 20221,001$10.6B927,157,8421222654012.9%
Q3 2022933$8.0B919,990,181683013402.1%
Q2 2022978$9.6B898,492,195882903891.9%
Q1 2022989$9.9B887,866,169843144012.0%
Q4 20211,044$12.7B901,522,954992654284.3%
Q3 2021999$12.4B887,563,291702644342.8%
Q2 20211,028$13.0B888,059,835842715082.7%
Q1 20211,098$13.4B927,945,0471412645262.6%
Q4 20201,203$18.5B938,242,0811,125014.8%
Q3 20202$280.0K18,2441000.0%
Q2 20201$160.0K11,1810000.0%
Q1 20201$160.0K11,1810000.0%
Q4 20191$160.0K11,1810000.0%
Q3 20191$160.0K11,1810000.0%
Q2 20191$160.0K11,1810000.0%
Q1 20191$160.0K11,1811000.0%