Victory Capital Holdings Inc (VCTR) Ownership

66.27 ↑0.05 (0.08%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Crestview Partners II GP, LP is the biggest individual institutional holder of Victory Capital Holdings Inc (VCTR), owning a total of 11.6 million shares. Combined, the top 35 institutional holders of VCTR own 74.78% of the company with a total of 48.7 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders increased their combined ownership of VCTR by 13 thousand shares. 1 institutions bought 26,802 total additional shares and increased their ownership by an average of 1.41%. However 1 institutions sold 14,270 total shares and decreased their ownership by an average of 1.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Victory Capital Holdings increased by a net total of 12,532 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Van Berkom and Associates Inc	2.960%	1.412%	1,924,986	26,802	2024-09-30
TimesSquare Capital Management, LLC	1.245%	-1.731%	809,896	-14,270	2024-09-30
Swedbank AB	1.153%	0.000%	750,000	0	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Crestview Partners II GP, LP	17.857%	0.010%	11,613,248	1,104	2024-06-30
Vanguard Group Inc	5.752%	0.045%	3,741,032	1,669	2024-06-30
BlackRock Inc	5.114%	14.192%	3,326,112	413,387	2024-06-30
Capital World Investors	4.943%	44.687%	3,214,876	992,922	2024-06-30
Van Berkom and Associates Inc	2.960%	1.412%	1,924,986	26,802	2024-09-30
Bank of America Corp	2.273%	28.131%	1,478,298	324,556	2024-06-30
Dimensional Fund Advisors, Inc.	2.158%	-12.155%	1,403,569	-194,204	2024-06-30
LSV Asset Management	1.991%	2.697%	1,294,722	34,000	2024-06-30
STRS OHIO	1.867%	23.367%	1,249,104	236,593	2022-12-31
Fuller & Thaler Asset Management Inc	1.877%	0.000%	1,220,695	1,220,695	2024-06-30
Bahl & Gaynor Inc.	1.854%	8.520%	1,205,601	94,653	2024-06-30
Granahan Investment Management Inc..	1.817%	-5.888%	1,181,696	-73,933	2024-06-30
Millennium Management LLC	1.702%	218.754%	1,096,392	752,430	2023-12-31
State Street Corp	1.681%	17.534%	1,093,188	163,082	2024-06-30
Allianz Asset Management AG	1.519%	7.599%	985,694	69,612	2024-03-31
REVERENCE CAPITAL PARTNERS, L.P.	1.444%	-30.514%	936,612	-411,310	2024-03-31
Geode Capital Management, LLC	1.438%	24.772%	935,478	185,726	2024-06-30
State Street Corporation	1.434%	0.121%	930,106	1,120	2024-03-31
Franklin Resources Inc	1.428%	49.954%	928,560	309,330	2024-06-30
Morgan Stanley - Brokerage Accounts	1.371%	82.417%	891,346	402,714	2024-06-30
JPMorgan Chase & Co	1.371%	16.154%	889,144	123,655	2024-03-31
TimesSquare Capital Management, LLC	1.245%	-1.731%	809,896	-14,270	2024-09-30
Swedbank AB	1.153%	0.000%	750,000	0	2024-09-30
Impax Asset Management Group PLC	1.038%	-10.000%	675,000	-75,000	2024-06-30
Bank of New York Mellon Corp	0.907%	10.975%	589,887	58,336	2024-06-30
Goldman Sachs Group Inc	0.911%	426.941%	589,710	477,798	2023-12-31
Basswood Capital Management LLC	0.798%	39.597%	516,255	146,437	2024-03-31
Nuveen Asset Management, LLC	0.727%	-13.187%	473,080	-71,861	2024-06-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	0.686%	-28.893%	461,832	-187,658	2022-09-30
Eaton Vance Management	0.674%	0.000%	458,464	0	2022-09-30
Acadian Asset Management LLC	0.643%	72.991%	416,120	175,576	2024-03-31
CI Private Wealth LLC	0.597%	-63.338%	383,741	-662,943	2023-12-31
(Junk)CommonWealth PPS	0.554%	-32.919%	364,581	-178,911	2023-06-30
Mariner Wealth Advisors, LLC	0.524%	0.058%	350,331	203	2022-12-31
Janney Montgomery Scott LLC	0.471%	0.000%	315,320	315,320	2022-12-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Victory Capital Holdings Inc (VCTR), owning a total of 3.2 million shares. Combined, the top 47 mutual fund holders of VCTR own 40.39% of the company with a total of 26.4 million shares.

In the latest ownership report on October 31st 2024, the top 47 fund holders increased their combined ownership of VCTR by 2 thousand shares. 1 funds bought 753 total additional shares and increased their ownership by an average of 0.14%. However 1 funds sold 2,450 total shares and decreased their ownership by an average of 0.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Victory Capital Holdings decreased by a net total of -1,697 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.677%	-0.224%	1,090,615	-2,450	2024-10-31
Bahl & Gaynor Sm/Md Cp Inc Gr ETF	0.828%	0.140%	538,144	753	2024-10-31
iShares Russell 2000 Growth ETF	0.574%	0.000%	373,142	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	4.925%	0.000%	3,203,141	0	2024-09-30
Van Berkom Sm-Cap Eq	2.839%	0.000%	1,846,086	1,846,086	2024-06-30
Vanguard Total Stock Mkt Idx Inv	2.267%	0.097%	1,474,062	1,423	2024-09-30
Franklin US Small Cap Value Equity	1.869%	114.146%	1,215,630	647,965	2024-09-30
Franklin Small Cap Value A	1.869%	0.000%	1,215,630	0	2024-09-30
FullerThaler Behavioral Small-Cap Equity	1.782%	0.000%	1,158,799	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	1.782%	0.000%	1,158,799	1,158,799	2024-06-30
iShares Russell 2000 ETF	1.677%	-0.224%	1,090,615	-2,450	2024-10-31
Pax Small Cap Institutional	1.420%	0.000%	972,198	0	2022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.298%	18.705%	856,738	135,000	2023-03-31
Swedbank Robur Small Cap USA A	1.153%	0.000%	750,000	0	2024-09-30
Impax US Small Cap Strategy Composite	1.038%	0.000%	675,000	0	2024-08-31
Impax Small Cap Institutional	1.038%	0.000%	675,000	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.982%	17.876%	638,412	96,816	2024-09-30
Vanguard Small Cap Index	0.920%	4.624%	598,590	26,457	2024-09-30
Bahl & Gaynor Sm/Md Cp Inc Gr ETF	0.828%	0.140%	538,144	753	2024-10-31
Fidelity Small Cap Index	0.647%	-2.469%	421,020	-10,659	2024-08-31
Strategic Advisers® Small-Mid Cap	0.594%	-16.448%	406,793	-80,083	2022-10-31
Vanguard Small Cap Value Index Inv	0.622%	5.272%	404,754	20,269	2024-09-30
Franklin Small Cap Value SMA Composite	0.602%	0.000%	390,378	390,378	2024-03-31
Vanguard Extended Market Index Investor	0.569%	-0.013%	374,448	-48	2023-08-31
iShares Russell 2000 Growth ETF	0.574%	0.000%	373,142	0	2024-10-31
Invesco Global Opportunities A	0.560%	19.569%	364,241	59,612	2024-09-30
AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETF	0.561%	1.518%	361,235	5,400	2024-03-28
Empower Small Cap Growth/TimesSquare SP	0.531%	-1.989%	345,000	-7,000	2024-09-30
Calvert Floating-Rate Advantage	0.509%	0.000%	336,012	336,012	2023-09-30
Franklin Small Cap Value VIP 1	0.517%	0.000%	335,994	0	2024-09-30
Cambria Shareholder Yield ETF	0.456%	0.000%	296,029	0	2024-08-30
DFA US Micro Cap I	0.422%	0.000%	273,580	0	2024-07-31
Granahan US Focused Growth A USD Acc	0.416%	-9.980%	269,814	-29,912	2024-06-30
Vanguard Explorer Inv	0.411%	-12.724%	266,338	-38,829	2024-06-30
DFA US Small Cap I	0.409%	0.000%	265,610	0	2024-06-30
TimesSquare CIT Small Cap Growth A	0.393%	15.011%	262,800	34,300	2022-09-30
Fidelity® Small Cap Index	0.397%	2.646%	261,820	6,749	2023-10-31
Dimensional US Small Cap ETF	0.352%	0.000%	226,580	0	2024-03-29
JPMorgan Small Cap Value I	0.341%	-6.524%	219,548	-15,322	2024-02-29
BlackRock Advantage Small Cap Core Instl	0.329%	0.000%	211,580	0	2024-01-31
Fidelity Extended Market Index	0.325%	1.720%	209,247	3,539	2024-02-29
CREF Stock R1	0.301%	-0.012%	198,910	-24	2023-09-30
WisdomTree US SmallCap Dividend ETF	0.299%	0.000%	196,410	0	2023-09-29
Fidelity® Extended Market Index	0.297%	2.308%	196,237	4,427	2023-10-31
TIAA-CREF Quant Small-Cap Equity Instl	0.285%	0.000%	187,100	0	2023-07-31
Keeley Small Cap Dividend Value I	0.210%	0.000%	140,292	0	2023-05-31
Goldman Sachs Small Cp Val Insghts Instl	0.206%	1.008%	137,627	1,373	2023-01-31
American Beacon Small Cp Val R5	0.199%	35.639%	135,109	35,500	2023-02-28
AMG TimesSquare Small Cap Growth Z	0.199%	-1.460%	135,000	-2,000	2023-02-28
iShares Russell 2000 Value ETF	0.176%	0.000%	118,323	0	2023-01-31