DaveManuel.com · Institutional Ownership · Who Owns It
VICTORY CAP HLDGS INC DEL (VCTR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
360
Reporting holders
$4.1B
Reported value
79.4%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+31
Holder change
Institutions report 48,813,604 shares against 61,509,572 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.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $585.2M | 6,961,189 | 0.01% | 8q | HELD |
| Bahl & Gaynor LLC | $255.9M | 3,044,278 | 1.18% | 17q | +12.6%+$28.6M |
| Amundi | $248.8M | 2,960,024 | 0.06% | 3q | -3.1%-$8.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $185.3M | 2,204,819 | 0.00% | 2q | -1.8%-$3.3M |
| Crestview Partners II GP, L.P. | $167.8M | 1,995,847 | 71.46% | 19q | -51.3%-$176.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $165.8M | 1,972,454 | 0.01% | 2q | -0.8%-$1.3M |
| Capital World Investors | $164.0M | 1,951,467 | 0.02% | 25q | -19.3%-$39.2M |
| DIMENSIONAL FUND ADVISORS LP | $159.1M | 1,893,368 | 0.03% | 31q | +8.6%+$12.6M |
| STATE STREET CORP | $158.9M | 1,890,321 | 0.00% | 29q | +2.5%+$3.9M |
| Van Berkom & Associates Inc. | $102.9M | 1,224,567 | 3.32% | 26q | -60.6%-$158.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $100.7M | 1,197,499 | 0.01% | 31q | +2.6%+$2.6M |
| Granahan Investment Management, LLC | $85.3M | 1,015,343 | 3.04% | 31q | -6.6%-$6.0M |
| FMR LLC | $84.8M | 1,008,893 | 0.00% | 19q | +23.7%+$16.3M |
| AMERICAN CENTURY COMPANIES INC | $84.2M | 1,001,129 | 0.04% | 15q | +211.6%+$57.1M |
| FRANKLIN RESOURCES INC | $75.0M | 892,215 | 0.02% | 13q | -10.2%-$8.5M |
| BANK OF AMERICA CORP /DE/ | $68.9M | 819,375 | 0.00% | 31q | -18.7%-$15.8M |
| GOLDMAN SACHS GROUP INC | $57.7M | 686,893 | 0.01% | 25q | +25.3%+$11.7M |
| LSV ASSET MANAGEMENT | $53.3M | 634,200 | 0.10% | 25q | -15.4%-$9.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.0M | 583,036 | 0.01% | 21q | -0.9%-$455.2K |
| Annex Advisory Services, LLC | $48.9M | 581,984 | 0.84% | 10q | -1.7%-$828.7K |
| ROYCE & ASSOCIATES LP | $44.5M | 529,249 | 0.36% | 8q | -9.3%-$4.6M |
| Impax Asset Management Group plc | $44.1M | 525,000 | 0.29% | 31q | -19.2%-$10.5M |
| Bank of New York Mellon Corp | $42.0M | 500,061 | 0.01% | 31q | +1.0%+$423.3K |
| NORTHERN TRUST CORP | $41.8M | 496,693 | 0.00% | 31q | +6.7%+$2.6M |
| MORGAN STANLEY | $38.6M | 458,978 | 0.00% | 34q | +50.3%+$12.9M |
| TimesSquare Capital Management, LLC | $37.3M | 443,189 | 0.55% | 21q | -15.8%-$7.0M |
| TWO SIGMA INVESTMENTS, LP | $37.1M | 441,803 | 0.03% | 4q | +16.4%+$5.2M |
| FIL Ltd | $33.1M | 393,900 | 0.02% | 3q | -31.2%-$15.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $31.9M | 379,372 | 0.09% | 9q | +3.9%+$1.2M |
| AMERIPRISE FINANCIAL INC | $31.6M | 375,703 | 0.01% | 9q | +235.5%+$22.2M |
| Nuveen, LLC | $30.9M | 367,595 | 0.01% | 6q | -10.1%-$3.5M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $28.5M | 338,957 | 1.13% | 16q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $26.6M | 316,923 | 0.01% | 2q | -4.3%-$1.2M |
| Public Sector Pension Investment Board | $26.0M | 309,891 | 0.07% | 6q | +29.1%+$5.9M |
| WELLS FARGO & COMPANY/MN | $25.9M | 308,353 | 0.00% | 31q | +21.1%+$4.5M |
| Mariner, LLC | $25.6M | 304,855 | 0.03% | 19q | -1.8%-$465.1K |
| Swedbank AB | $21.0M | 250,000 | 0.02% | 11q | -39.0%-$13.4M |
| JB CAPITAL PARTNERS LP | $20.3M | 241,812 | 3.14% | 22q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $20.1M | 238,944 | 0.03% | 16q | +2.7%+$524.5K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $19.6M | 233,311 | 0.08% | 5q | +19.3%+$3.2M |
| PRINCIPAL FINANCIAL GROUP INC | $18.9M | 224,300 | 0.01% | 13q | -3.3%-$643.3K |
| UBS Group AG | $18.1M | 215,208 | 0.00% | 31q | -3.3%-$617.6K |
| Invesco Ltd. | $16.4M | 195,362 | 0.00% | 21q | +38.4%+$4.6M |
| Jupiter Topco LLC | $15.1M | 179,422 | 0.01% | new | FIRST |
| ROYAL BANK OF CANADA | $14.8M | 175,692 | 0.00% | 27q | -3.5%-$534.5K |
| Pembroke Management, LTD | $13.6M | 161,424 | 0.96% | 9q | +95.2%+$6.6M |
| FEDERATED HERMES, INC. | $12.6M | 149,479 | 0.02% | 12q | -16.6%-$2.5M |
| RBF Capital, LLC | $12.5M | 149,063 | 0.52% | 28q | HELD |
| BARCLAYS PLC | $12.3M | 146,701 | 0.00% | 18q | -20.7%-$3.2M |
| FIRST TRUST ADVISORS LP | $11.5M | 136,325 | 0.01% | 31q | +31.3%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 135,664 | 0.00% | 17q | +3.4%+$373.9K |
| Creative Planning | $11.2M | 132,938 | 0.01% | 8q | +35.8%+$2.9M |
| Aptus Capital Advisors, LLC | $9.8M | 116,537 | 0.07% | 7q | +0.6%+$58.9K |
| RHUMBLINE ADVISERS | $9.0M | 106,818 | 0.01% | 17q | -12.2%-$1.3M |
| Legal & General Group Plc | $8.9M | 105,948 | 0.00% | 23q | -5.1%-$478.0K |
| ARGENT CAPITAL MANAGEMENT LLC | $8.5M | 101,690 | 0.27% | 26q | -43.4%-$6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.4M | 100,516 | 0.00% | 23q | +12.3%+$923.7K |
| ACADIAN ASSET MANAGEMENT LLC | $8.4M | 99,890 | 0.01% | 14q | +6613.0%+$8.3M |
| TUDOR INVESTMENT CORP ET AL | $8.2M | 97,767 | 0.01% | 2q | +239.7%+$5.8M |
| Quantinno Capital Management LP | $8.1M | 96,564 | 0.01% | 7q | +88.0%+$3.8M |
| JPMORGAN CHASE & CO | $7.9M | 94,108 | 0.00% | 25q | -26.5%-$2.9M |
| Empowered Funds, LLC | $7.9M | 93,760 | 0.04% | 16q | +41.5%+$2.3M |
| Emerald Investment Advisers, LLC | $7.9M | 93,414 | 0.52% | 2q | +6.1%+$454.5K |
| Kendall Capital Management | $7.3M | 87,077 | 1.22% | 21q | -2.1%-$154.2K |
| GABELLI FUNDS LLC | $7.1M | 84,678 | 0.05% | 5q | -17.1%-$1.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.1M | 84,155 | 0.13% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $7.1M | 83,975 | 0.00% | 7q | +3.8%+$258.7K |
| Steamboat Capital Partners, LLC | $7.1M | 83,915 | 1.51% | 27q | -1.3%-$91.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $7.0M | 83,557 | 0.58% | 16q | -4.5%-$328.7K |
| Swiss National Bank | $6.9M | 81,700 | 0.00% | 29q | -4.6%-$327.8K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.2M | 73,491 | 0.02% | new | NEW |
| Savant Capital, LLC | $5.8M | 78,456 | 0.02% | 6q | +90.3%+$2.8M |
| ALPS ADVISORS INC | $5.7M | 68,068 | 0.03% | 8q | +2.9%+$162.8K |
| CITIGROUP INC | $5.5M | 65,661 | 0.00% | 25q | +739.9%+$4.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $5.1M | 61,111 | 0.60% | 8q | +5.7%+$277.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 57,211 | 0.00% | 12q | +17.4%+$714.0K |
| Livforsakringsbolaget Skandia, Omsesidigt | $4.7M | 56,100 | 0.15% | 7q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4.5M | 53,762 | 0.09% | 2q | +100.9%+$2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.4M | 52,750 | 0.01% | 7q | HELD |
| Aquatic Capital Management LLC | $4.4M | 52,114 | 0.15% | 5q | +1807.5%+$4.2M |
| ExodusPoint Capital Management, LP | $4.3M | 51,616 | 0.03% | 5q | +123.4%+$2.4M |
| Huntleigh Advisors, Inc. | $4.1M | 48,483 | 0.57% | 5q | +9.0%+$337.3K |
| PEAK6 LLC | $4.0M incl. $2.7M options PUT | 15,426 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $4.0M | 47,395 | 0.00% | 14q | -1.7%-$67.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.0M | 47,039 | 0.00% | 20q | -10.7%-$475.8K |
| ALLIANCEBERNSTEIN L.P. | $3.8M | 58,508 | 0.00% | 17q | +3.2%+$118.2K |
| DEUTSCHE BANK AG\ | $3.8M | 44,927 | 0.00% | 17q | +9.6%+$329.3K |
| Squarepoint Ops LLC | $3.6M | 43,055 | 0.00% | 5q | -60.5%-$5.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 42,593 | 0.00% | 12q | +472.4%+$3.0M |
| Brevan Howard Capital Management LP | $3.5M | 41,866 | 0.03% | 4q | +233.9%+$2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $3.5M | 41,247 | 0.01% | 4q | +25.0%+$693.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 38,629 | 0.00% | 2q | HELD |
| CREDIT AGRICOLE S A | $3.2M | 38,278 | 0.01% | 7q | HELD |
| Campbell & CO Investment Adviser LLC | $3.2M | 37,648 | 0.17% | 4q | +28.7%+$705.3K |
| CANADA LIFE ASSURANCE Co | $3.1M | 37,120 | 0.00% | 26q | -5.4%-$176.3K |
| Redhawk Wealth Advisors, Inc. | $3.1M | 36,434 | 0.30% | 10q | -5.0%-$162.2K |
| Voleon Capital Management LP | $3.0M | 36,250 | 0.06% | 4q | -24.6%-$993.4K |
| Qube Research & Technologies Ltd | $3.0M | 35,690 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $3.0M | 35,600 | 0.00% | new | NEW |
| Allianz Asset Management GmbH | $2.8M | 33,437 | 0.00% | 14q | -3.1%-$89.9K |
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 |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Portfolio Management | 5.1% |
| 2026-10-27 | 13G/A | BlackRock, Inc. | 11.3% |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-31 | 2026-08-25 | Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 105 | $185.2M | 1,674,425 | 23 | 27 | 32 | 0.0% |
| Q2 2026 | 360 | $4.1B | 48,813,604 | 66 | 110 | 120 | 0.2% |
| Q1 2026 | 329 | $3.4B | 52,273,195 | 46 | 116 | 95 | 0.1% |
| Q4 2025 | 313 | $3.3B | 51,933,337 | 26 | 98 | 113 | 0.1% |
| Q3 2025 | 325 | $3.3B | 50,940,742 | 60 | 111 | 97 | 0.1% |
| Q2 2025 | 309 | $3.3B | 51,823,085 | 56 | 106 | 96 | 0.0% |
| Q1 2025 | 284 | $2.8B | 47,564,622 | 41 | 90 | 83 | 0.1% |
| Q4 2024 | 276 | $3.1B | 47,271,351 | 41 | 99 | 73 | 0.0% |
| Q3 2024 | 243 | $2.8B | 50,617,129 | 38 | 83 | 78 | 0.0% |
| Q2 2024 | 237 | $2.4B | 49,512,076 | 51 | 73 | 73 | 0.0% |
| Q1 2024 | 228 | $2.1B | 50,003,005 | 42 | 83 | 58 | 0.0% |
| Q4 2023 | 213 | $1.6B | 47,680,356 | 37 | 83 | 54 | 0.0% |
| Q3 2023 | 184 | $1.7B | 50,992,082 | 27 | 83 | 42 | 0.0% |
| Q2 2023 | 176 | $1.5B | 48,316,959 | 23 | 72 | 51 | 0.0% |
| Q1 2023 | 174 | $1.5B | 51,937,231 | 36 | 74 | 39 | 0.0% |
| Q4 2022 | 154 | $1.4B | 52,463,820 | 39 | 56 | 33 | 0.0% |
| Q3 2022 | 118 | $1.2B | 50,469,867 | 15 | 44 | 33 | 0.0% |
| Q2 2022 | 122 | $2.0B | 84,129,088 | 23 | 45 | 31 | 0.0% |
| Q1 2022 | 135 | $2.5B | 87,044,139 | 32 | 56 | 26 | 0.0% |
| Q4 2021 | 121 | $2.7B | 73,916,583 | 27 | 52 | 17 | 0.0% |
| Q3 2021 | 104 | $456.0M | 13,015,720 | 14 | 24 | 41 | 0.1% |
| Q2 2021 | 104 | $864.9M | 26,546,383 | 23 | 33 | 33 | 0.9% |
| Q1 2021 | 86 | $7.7B | 299,388,983 | 18 | 27 | 29 | 0.1% |
| Q4 2020 | 76 | $326.7M | 13,181,689 | 10 | 16 | 31 | 0.0% |
| Q3 2020 | 72 | $217.7M | 12,902,229 | 8 | 23 | 29 | 0.0% |
| Q2 2020 | 74 | $703.3M | 40,916,611 | 8 | 29 | 26 | 0.0% |
| Q1 2020 | 74 | $665.3M | 40,667,361 | 12 | 19 | 33 | 0.0% |
| Q4 2019 | 77 | $266.8M | 12,732,194 | 14 | 33 | 23 | 0.0% |
| Q3 2019 | 79 | $419.8M | 27,298,504 | 17 | 26 | 26 | 0.0% |
| Q2 2019 | 70 | $206.5M | 12,021,102 | 12 | 25 | 22 | 0.0% |
| Q1 2019 | 66 | $1.9B | 129,671,682 | 20 | 21 | 21 | 0.0% |
| Q4 2018 | 53 | $117.9M | 11,539,664 | 3 | 1 | 1 | 0.0% |