Veritex Ownership | Who Owns Veritex?
Veritex Ownership Summary
Veritex is owned by 86.92% institutional investors, 3.78% insiders, and 9.30% retail investors. Blackrock is the largest institutional shareholder, holding 14.52% of VBTX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.33% of its assets in Veritex shares.
VBTX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Veritex | 86.92% | 3.78% | 9.30% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.91M | 14.52% | $166.77M |
| Vanguard group | 3.77M | 6.92% | $79.42M |
| State street | 2.54M | 4.67% | $53.57M |
| Dimensional fund advisors lp | 2.45M | 4.49% | $51.57M |
| Victory capital management | 1.97M | 3.62% | $41.52M |
| Westwood group | 1.60M | 2.94% | $33.74M |
| Lsv asset management | 1.39M | 2.56% | $29.41M |
| North reef capital management lp | 1.28M | 2.35% | $26.94M |
| Geode capital management | 1.28M | 2.34% | $26.91M |
| American century companies | 827.20K | 1.52% | $17.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mendon capital advisors | 315.00K | 3.68% | $6.64M |
| Tieton capital management | 264.64K | 3.10% | $5.58M |
| Solutions 4 wealth | 56.22K | 2.69% | $1.19M |
| 1492 capital management | 193.55K | 2.31% | $4.08M |
| Stieven capital advisors | 404.06K | 1.89% | $8.52M |
| Sippican capital advisors | 98.83K | 1.65% | $2.08M |
| North reef capital management lp | 1.28M | 1.25% | $26.94M |
| Fj capital management | 529.91K | 1.17% | $11.18M |
| Banc funds | 301.00K | 0.75% | $6.35M |
| Aristotle capital boston | 789.98K | 0.56% | $16.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 1.28M | 1.25% | 1.08M |
| F/m investments | 402.22K | 0.31% | 402.22K |
| Invesco | 601.81K | 0.00% | 327.96K |
| Dimensional fund advisors lp | 2.45M | 0.01% | 299.56K |
| Balyasny asset management | 234.34K | 0.01% | 223.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -2.53M |
| Hrt financial lp | 15.22K | 0.00% | -137.63K |
| Assenagon asset management | 481.73K | 0.02% | -84.56K |
| Nuveen asset management | 785.03K | 0.00% | -79.48K |
| Hsbc | - | - | -76.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| F/m investments | 402.22K | 0.31% | 402.22K | $8.48M |
| Great lakes advisors | 185.31K | 0.03% | 185.31K | $3.91M |
| Marshall wace, llp | 120.03K | 0.00% | 120.03K | $2.53M |
| Renaissance | 34.62K | 0.00% | 34.62K | $730.20K |
| Corebridge financial | 30.55K | 0.00% | 30.55K | $644.30K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Fidelis capital partners | -1.42K |
| Metropolitan life insurance co/ny | -2.94K |
| Sg americas securities | -8.65K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 213 | -0.47% | 47,322,888 | 0.27% | 86 | 1.15% | 110 | 10.00% | 59 | -14.49% |
| Mar 31, 2024 | 214 | -1.38% | 47,196,785 | -1.82% | 86 | 1.11% | 100 | -2.91% | 69 | -1.43% |
| Dec 31, 2023 | 217 | 5.34% | 48,073,017 | 2.29% | 88 | 1.18% | 103 | 11.96% | 70 | -7.89% |
| Sep 30, 2023 | 206 | -2.83% | 46,998,514 | -1.45% | 86 | 1.12% | 92 | -6.12% | 76 | 8.57% |
| Jun 30, 2023 | 212 | 1.92% | 47,688,430 | 1.23% | 88 | 1.16% | 98 | -5.77% | 70 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.44M | 6.33% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.64M | 3.01% | - |
| iShares Russell 2000 ETF | 1.30M | 2.38% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 830.91K | 1.53% | -7.96K |
| DFA US Small Cap Value I | 694.70K | 1.28% | 52.57K |
| Avantis US Small Cap Value ETF | 599.10K | 1.10% | - |
| iShares S&P Small-Cap 600 Value ETF | 563.88K | 1.04% | - |
| Fidelity Small Cap Index | 540.83K | 0.99% | -11.58K |
| iShares Russell 2000 Value ETF | 490.42K | 0.90% | - |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 481.96K | 0.89% | 3.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Sughrue John | - | Sell | $82.67K |
| Nov 11, 2024 | Sughrue John | - | Sell | $204.73K |
| Nov 11, 2024 | Sughrue John | - | Sell | $145.40K |
| Nov 11, 2024 | Sughrue John | - | Sell | $76.01K |
| Nov 11, 2024 | Sughrue John | - | Sell | $4.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 16 |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 2 | - |
VBTX Ownership FAQ
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