DaveManuel.com · Institutional Ownership · Who Owns It
VOYA FINANCIAL INC (VOYA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
515
Reporting holders
$8.6B
Reported value
102.5%
Of shares outstanding
1.8%
Calls
0.6%
Puts
+51
Holder change
Institutions report 92,887,441 shares against 90,596,349 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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. | $850.2M | 9,391,218 | 0.01% | 8q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $617.0M | 6,815,072 | 0.06% | 31q | +10.2%+$57.2M |
| Bank of New York Mellon Corp | $520.3M | 5,747,043 | 0.09% | 31q | +2.9%+$14.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $444.3M | 4,908,288 | 0.02% | 2q | -14.4%-$74.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $370.7M | 4,094,608 | 0.01% | 2q | -1.9%-$7.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $351.7M | 3,885,015 | 0.06% | 31q | -36.8%-$205.0M |
| PZENA INVESTMENT MANAGEMENT LLC | $319.5M | 3,529,646 | 0.94% | 31q | -3.9%-$13.0M |
| STATE STREET CORP | $290.4M | 3,207,921 | 0.01% | 31q | -1.4%-$4.0M |
| DIMENSIONAL FUND ADVISORS LP | $255.3M | 2,819,663 | 0.05% | 31q | +4.4%+$10.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $219.3M | 2,422,309 | 0.07% | 19q | +2.9%+$6.1M |
| MORGAN STANLEY | $210.7M | 2,327,021 | 0.01% | 35q | +43.8%+$64.2M |
| AMERIPRISE FINANCIAL INC | $203.5M | 2,248,280 | 0.04% | 31q | -23.6%-$63.0M |
| TOMS Capital Investment Management LP | $200.4M incl. $87.2M options CALL | 1,251,000 | 4.29% | new | NEW |
| GOLDMAN SACHS GROUP INC | $182.9M incl. $60.1M options CALL+PUT | 1,355,965 | 0.02% | 31q | +128.8%+$102.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $159.0M | 1,755,988 | 0.01% | 31q | -6.7%-$11.3M |
| Boston Partners | $149.9M | 1,655,623 | 0.13% | 16q | -20.3%-$38.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $138.2M | 1,526,728 | 0.03% | 31q | -6.3%-$9.3M |
| MAVERICK CAPITAL LTD | $119.9M | 1,324,081 | 1.06% | new | NEW |
| NORGES BANK | $114.3M | 1,262,432 | 0.01% | 32q | +13.2%+$13.3M |
| FMR LLC | $110.4M | 1,219,203 | 0.00% | 31q | -74.6%-$323.7M |
| Woodline Partners LP | $103.8M | 1,146,234 | 0.32% | 2q | +20.6%+$17.7M |
| JANE STREET GROUP, LLC | $95.5M incl. $4.1M options CALL+PUT | 1,009,568 | 0.01% | 25q | +377.6%+$75.5M |
| LSV ASSET MANAGEMENT | $94.6M | 1,044,910 | 0.17% | 31q | HELD |
| GW&K Investment Management, LLC | $87.3M | 964,138 | 0.68% | 26q | -5.4%-$5.0M |
| FIRST TRUST ADVISORS LP | $81.7M | 902,623 | 0.05% | 29q | +71.3%+$34.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $73.4M | 810,697 | 0.11% | 3q | -6.1%-$4.8M |
| NORTHERN TRUST CORP | $72.4M | 800,212 | 0.01% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $69.2M | 764,772 | 0.05% | 19q | +1464.0%+$64.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.6M | 680,204 | 0.01% | 31q | -2.1%-$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $58.8M | 649,990 | 0.02% | 31q | +26.3%+$12.3M |
| MILLENNIUM MANAGEMENT LLC | $52.8M incl. $488.9K options PUT | 578,255 | 0.02% | 31q | +643.0%+$45.7M |
| VANGUARD FIDUCIARY TRUST CO | $52.0M | 573,937 | 0.01% | 2q | -1.4%-$755.7K |
| UBS Group AG | $43.1M | 475,925 | 0.01% | 31q | +80.4%+$19.2M |
| Epoch Investment Partners, Inc. | $42.5M | 469,417 | 0.24% | 3q | +147.1%+$25.3M |
| Qube Research & Technologies Ltd | $42.4M | 468,791 | 0.04% | new | NEW |
| D. E. Shaw & Co., Inc. | $40.0M | 441,936 | 0.02% | 6q | +964.6%+$36.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $38.8M | 428,112 | 0.23% | 13q | -14.5%-$6.5M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $36.2M | 400,173 | 0.60% | 4q | -8.9%-$3.5M |
| AMERICAN CENTURY COMPANIES INC | $35.7M | 394,858 | 0.02% | 24q | +3.0%+$1.0M |
| NEUBERGER BERMAN GROUP LLC | $35.1M | 387,791 | 0.02% | 25q | +3549.5%+$34.1M |
| Invesco Ltd. | $34.4M | 379,608 | 0.00% | 31q | -1.5%-$539.6K |
| Nuveen, LLC | $34.2M | 378,197 | 0.01% | 6q | +72.1%+$14.3M |
| BANK OF AMERICA CORP /DE/ | $34.1M | 376,234 | 0.00% | 31q | +77.1%+$14.8M |
| ALGEBRIS (UK) LTD | $31.7M | 350,925 | 2.09% | 7q | -53.5%-$36.4M |
| HRT FINANCIAL LP | $30.3M | 334,576 | 0.06% | new | NEW |
| Sculptor Capital LP | $30.2M | 334,000 | 0.25% | new | NEW |
| CITADEL ADVISORS LLC | $29.5M incl. $4.2M options CALL+PUT | 279,724 | 0.00% | 31q | +236.9%+$20.7M |
| Jain Global LLC | $29.4M | 324,899 | 0.12% | 2q | -17.9%-$6.4M |
| Alyeska Investment Group, L.P. | $27.2M | 300,000 | 0.07% | new | NEW |
| Leeward Investments, LLC - MA | $25.7M | 283,538 | 1.17% | 8q | -2.1%-$539.6K |
| Quantinno Capital Management LP | $22.9M | 252,524 | 0.03% | 11q | +6.3%+$1.4M |
| Point72 Asset Management, L.P. | $22.8M | 251,580 | 0.03% | 5q | -18.9%-$5.3M |
| Assenagon Asset Management S.A. | $22.7M | 251,222 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $22.4M | 247,415 | 0.01% | 31q | +28.8%+$5.0M |
| RHUMBLINE ADVISERS | $22.1M | 244,415 | 0.02% | 31q | -4.1%-$938.9K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $21.0M | 231,972 | 0.14% | 22q | HELD |
| Impax Asset Management Group plc | $20.6M | 227,195 | 0.13% | 31q | +9.1%+$1.7M |
| Interval Partners, LP | $20.3M incl. $4.4M options PUT | 175,299 | 0.52% | new | NEW |
| Squarepoint Ops LLC | $20.1M | 221,936 | 0.02% | 3q | +19.1%+$3.2M |
| NATIXIS | $19.8M | 218,667 | 0.08% | new | NEW |
| California Public Employees Retirement System | $19.6M | 216,331 | 0.01% | 31q | +5.7%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.4M incl. $17.4M options CALL+PUT | 21,597 | 0.00% | 31q | -36.2%-$11.0M |
| Balyasny Asset Management L.P. | $19.3M | 213,408 | 0.02% | 9q | -86.1%-$119.8M |
| PRINCIPAL FINANCIAL GROUP INC | $18.6M | 205,866 | 0.01% | 31q | -1.9%-$361.3K |
| Aristotle Capital Boston, LLC | $18.5M | 204,227 | 1.24% | 23q | -16.4%-$3.6M |
| FRANKLIN RESOURCES INC | $18.4M | 203,404 | 0.00% | 31q | -42.0%-$13.3M |
| Retirement Systems of Alabama | $17.6M | 194,174 | 0.05% | 19q | -19.1%-$4.1M |
| ALLIANCEBERNSTEIN L.P. | $17.4M | 254,253 | 0.01% | 31q | +109.4%+$9.1M |
| Freestone Grove Partners LP | $17.0M | 187,389 | 0.11% | 5q | -49.7%-$16.8M |
| Swiss National Bank | $16.8M | 186,100 | 0.01% | 19q | -1.1%-$190.1K |
| M&G PLC | $16.6M | 182,785 | 0.08% | 10q | +0.7%+$112.0K |
| Engineers Gate Manager LP | $16.3M | 180,505 | 0.21% | 17q | +940.5%+$14.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16.0M | 176,928 | 0.02% | 6q | -6.1%-$1.0M |
| JPMORGAN CHASE & CO | $15.2M | 162,968 | 0.00% | 31q | -34.6%-$8.0M |
| Jump Financial, LLC | $14.6M | 161,479 | 0.12% | 3q | +969.4%+$13.3M |
| BARCLAYS PLC | $14.6M | 161,058 | 0.00% | 31q | -51.3%-$15.4M |
| Gator Capital Management, LLC | $14.2M | 156,385 | 2.97% | 3q | +2.0%+$281.5K |
| NOMURA HOLDINGS INC | $13.9M incl. $6.2M options CALL | 84,640 | 0.02% | new | NEW |
| TD Asset Management Inc | $13.8M | 152,437 | 0.01% | 3q | +1043.2%+$12.6M |
| SEI INVESTMENTS CO | $13.1M | 144,825 | 0.01% | 31q | -42.9%-$9.8M |
| DekaBank Deutsche Girozentrale | $12.9M | 193,594 | 0.02% | 31q | HELD |
| MGO ONE SEVEN LLC | $12.8M | 141,648 | 0.21% | 30q | HELD |
| TUDOR INVESTMENT CORP ET AL | $12.1M | 133,991 | 0.02% | new | NEW |
| Gillson Capital LP | $11.9M | 131,255 | 0.70% | 2q | -37.0%-$7.0M |
| Schonfeld Strategic Advisors LLC | $11.6M | 127,941 | 0.04% | 6q | +15.5%+$1.6M |
| Trexquant Investment LP | $11.4M | 125,710 | 0.07% | 4q | -33.8%-$5.8M |
| RAYMOND JAMES FINANCIAL INC | $11.4M | 125,680 | 0.00% | 7q | -15.5%-$2.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.0M | 121,816 | 0.03% | 4q | -6.0%-$700.7K |
| FIL Ltd | $11.0M | 121,130 | 0.01% | 31q | -90.5%-$104.6M |
| Legal & General Group Plc | $10.8M | 119,106 | 0.00% | 31q | -1.6%-$170.5K |
| BESSEMER GROUP INC | $10.6M | 116,973 | 0.01% | 22q | +38.7%+$3.0M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $10.5M | 116,511 | 0.42% | 6q | -43.9%-$8.3M |
| PICTON MAHONEY ASSET MANAGEMENT | $10.0M | 110,762 | 0.07% | 3q | -9.8%-$1.1M |
| Hudson Bay Capital Management LP | $9.9M | 109,365 | 0.03% | 5q | -46.1%-$8.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.7M | 107,543 | 0.02% | 31q | -7.8%-$825.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.7M | 107,189 | 0.01% | 31q | -5.3%-$544.8K |
| Russell Investments Group, Ltd. | $9.6M | 105,974 | 0.01% | 31q | HELD |
| Allspring Global Investments Holdings, LLC | $9.3M | 99,842 | 0.01% | 19q | -9.7%-$997.7K |
| ALGERT GLOBAL LLC | $9.2M | 101,126 | 0.11% | 9q | -6.0%-$585.7K |
| Caption Management, LLC | $8.8M CALL+PUT | options only | 0.04% | new | OPTIONS |
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/A | Vanguard Portfolio Management | 4.8% |
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 |
|---|---|---|---|
| 2026-10-02 | 2026-10-02 | Directors or officers departed or appointed | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-21 | Keshavan Santhosh | See Remarks | Sold | 35,587 | $3.5M ×2 |
| 2026-06-08 | Ogle Trevor | See Remarks | Sold | 3,994 | $359.5K |
| 2026-10-26 | Ogle Trevor | See Remarks | Sold | 2,093 | $200.5K |
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 | 122 | $202.3M | 2,139,656 | 18 | 34 | 29 | 0.0% |
| Q2 2026 | 515 | $8.6B | 92,887,441 | 91 | 169 | 161 | 2.3% |
| Q1 2026 | 464 | $6.5B | 94,220,369 | 57 | 151 | 165 | 0.7% |
| Q4 2025 | 466 | $7.0B | 94,014,367 | 59 | 148 | 148 | 0.2% |
| Q3 2025 | 441 | $7.3B | 96,977,829 | 61 | 140 | 139 | 0.4% |
| Q2 2025 | 428 | $7.0B | 98,593,447 | 58 | 141 | 147 | 0.1% |
| Q1 2025 | 438 | $6.5B | 96,060,746 | 66 | 143 | 129 | 0.2% |
| Q4 2024 | 419 | $6.5B | 94,220,717 | 47 | 123 | 144 | 0.5% |
| Q3 2024 | 425 | $7.6B | 95,145,744 | 71 | 105 | 169 | 0.7% |
| Q2 2024 | 407 | $6.8B | 95,360,980 | 58 | 124 | 150 | 0.2% |
| Q1 2024 | 398 | $7.6B | 102,932,138 | 60 | 118 | 134 | 0.4% |
| Q4 2023 | 395 | $7.5B | 102,644,488 | 40 | 107 | 141 | 0.4% |
| Q3 2023 | 385 | $6.9B | 103,025,944 | 46 | 121 | 121 | 0.6% |
| Q2 2023 | 371 | $7.5B | 103,384,954 | 34 | 80 | 166 | 0.5% |
| Q1 2023 | 405 | $8.7B | 118,568,798 | 47 | 134 | 144 | 2.2% |
| Q4 2022 | 419 | $6.9B | 112,348,680 | 63 | 115 | 142 | 0.4% |
| Q3 2022 | 372 | $13.4B | 221,263,882 | 33 | 114 | 144 | 0.3% |
| Q2 2022 | 376 | $13.2B | 220,532,058 | 40 | 117 | 150 | 0.5% |
| Q1 2022 | 381 | $13.9B | 208,987,196 | 41 | 116 | 149 | 0.2% |
| Q4 2021 | 387 | $16.2B | 371,998,611 | 55 | 99 | 142 | 1.4% |
| Q3 2021 | 390 | $13.4B | 217,852,907 | 40 | 112 | 138 | 0.4% |
| Q2 2021 | 384 | $10.7B | 174,493,683 | 38 | 115 | 135 | 0.1% |
| Q1 2021 | 382 | $15.0B | 308,944,103 | 51 | 121 | 135 | 0.5% |
| Q4 2020 | 381 | $14.6B | 241,734,459 | 38 | 125 | 140 | 0.3% |
| Q3 2020 | 382 | $16.4B | 341,783,912 | 40 | 118 | 140 | 0.3% |
| Q2 2020 | 375 | $15.6B | 403,460,500 | 57 | 102 | 158 | 0.3% |
| Q1 2020 | 362 | $11.9B | 292,135,554 | 44 | 102 | 168 | 0.3% |
| Q4 2019 | 399 | $51.3B | 924,350,863 | 46 | 112 | 145 | 0.0% |
| Q3 2019 | 367 | $44.1B | 919,136,551 | 30 | 122 | 143 | 0.1% |
| Q2 2019 | 391 | $35.6B | 644,117,988 | 50 | 120 | 155 | 0.1% |
| Q1 2019 | 391 | $17.1B | 773,323,456 | 44 | 123 | 140 | 0.6% |
| Q4 2018 | 387 | $12.3B | 372,304,117 | 11 | 7 | 9 | 0.3% |