Veritex Ownership | Who Owns Veritex?

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Veritex Ownership Summary

Veritex is owned by 88.51% institutional investors, 3.75% insiders, and 7.74% 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	88.51%	3.75%	7.74%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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
Banc funds	301.00K	0.75%	$6.35M
Aristotle capital boston	789.98K	0.56%	$16.66M
Salzhauer michael	22.15K	0.36%	$467.11K

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
Fj capital management	-	-	-529.91K
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

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
Picton mahoney asset management	-453.00
Opal wealth advisors	-726.00
Fidelis capital partners	-1.42K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	236	8.76%	48,159,370	1.69%	88	1.17%	101	-9.01%	80	31.15%
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%

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%	2.66K
iShares Russell 2000 ETF	1.30M	2.38%	-
Vanguard Institutional Extnd Mkt Idx Tr	815.34K	1.50%	-15.58K
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

Who Owns Veritex?

Veritex shareholders are primarily institutional investors at 88.51%, followed by 3.75% insiders and 7.74% retail investors. The average institutional ownership in Veritex's industry, Regional Banks Stocks, is 51.67%, which Veritex exceeds.

Who owns the most shares of Veritex?

Veritex’s largest shareholders are Blackrock (7.91M shares, 14.52%), Vanguard group (3.77M shares, 6.92%), and State street (2.54M shares, 4.67%). Together, they hold 26.11% of Veritex’s total shares outstanding.

Does Blackrock own Veritex?

Yes, BlackRock owns 14.52% of Veritex, totaling 7.91M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 166.77M$. In the last quarter, BlackRock decreased its holdings by -63.426K shares, a -0.80% change.

Who is Veritex’s biggest shareholder by percentage of total assets invested?

Mendon capital advisors is Veritex’s biggest shareholder by percentage of total assets invested, with 3.68% of its assets in 315K Veritex shares, valued at 6.64M$.

Who is the top mutual fund holder of Veritex shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Veritex shares, with 6.33% of its total shares outstanding invested in 3.44M Veritex shares.

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