Veritex Ownership | Who Owns Veritex?

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Veritex Ownership Summary

Veritex is owned by 81.99% institutional investors, 4.25% insiders, and 13.77% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.79% of VBTX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.19% of its assets in Veritex shares.

VBTX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Veritex	81.99%	4.25%	13.77%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	8.05M	14.79%	$218.62M
Blackrock	7.91M	14.52%	$166.77M
Vanguard group	3.87M	7.12%	$105.24M
Dimensional fund advisors lp	2.80M	5.15%	$76.15M
State street	2.54M	4.67%	$53.57M
Victory capital management	1.98M	3.64%	$53.83M
Geode capital management	1.28M	2.35%	$34.79M
Nuveen asset management	1.24M	2.28%	$33.67M
Millennium management	966.39K	1.78%	$26.25M
Goldman sachs group	887.76K	1.63%	$24.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tieton capital management	325.38K	3.55%	$8.84M
Mendon capital advisors	264.00K	3.47%	$7.05M
Stieven capital advisors	532.54K	2.57%	$14.46M
1492 capital management	191.42K	2.47%	$5.20M
Ejf capital	129.37K	2.41%	$3.51M
Elizabeth park capital advisors	92.88K	2.06%	$2.52M
Solutions 4 wealth	41.67K	2.05%	$1.13M
Sippican capital advisors	95.53K	1.89%	$2.59M
Mesirow institutional investment management	582.75K	1.22%	$15.83M
Banc funds	303.00K	0.91%	$8.23M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	966.39K	0.01%	664.88K
Nuveen asset management	1.24M	0.01%	454.01K
Schroder investment management group	413.01K	0.01%	413.01K
Raymond james financial	256.78K	0.00%	256.78K
Ubs group	345.57K	0.00%	227.48K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-2.53M
Westwood group	766.18K	0.16%	-578.75K
Fj capital management	-	-	-529.91K
Lsv asset management	790.90K	0.05%	-499.41K
North reef capital management lp	-	-	-416.47K

New Positions

Holder	Shares	% Assets	Change	Value
Schroder investment management group	413.01K	0.01%	413.01K	$11.17M
Raymond james financial	256.78K	0.00%	256.78K	$6.97M
Hillsdale investment management	139.80K	0.19%	139.80K	$3.80M
Connor, clark & lunn investment management	39.75K	0.00%	39.75K	$1.08M
Canada pension plan investment board	38.90K	0.00%	38.90K	$1.06M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Mendota financial group	-9.00
Nelson, van denburg & campbell wealth management group	-11.00
Covestor	-46.00
Parallel advisors	-129.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	225	-4.66%	44,608,602	-7.37%	81	1.05%	104	2.97%	74	-7.50%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.37M	6.19%	-
Vanguard US Total Market Shares ETF	1.64M	3.01%	-
Vanguard Total Stock Mkt Idx Inv	1.63M	3.00%	1.96K
iShares Russell 2000 ETF	1.38M	2.53%	-
Vanguard Institutional Extnd Mkt Idx Tr	837.61K	1.54%	1.17K
CREF Stock R1	737.65K	1.35%	19.01K
DFA US Small Cap Value I	724.26K	1.33%	-
CREF Stock R3	703.38K	1.29%	-34.27K
Avantis US Small Cap Value ETF	562.06K	1.03%	-1.86K
iShares S&P Small-Cap 600 Value ETF	556.69K	1.02%	-

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 81.99%, followed by 4.25% insiders and 13.76% retail investors. The average institutional ownership in Veritex's industry, Regional Banks Stocks, is 42.21%, which Veritex exceeds.

Who owns the most shares of Veritex?

Veritex’s largest shareholders are Blackrock funding, inc. /de (8.05M shares, 14.79%), Blackrock (7.91M shares, 14.52%), and Vanguard group (3.87M shares, 7.12%). Together, they hold 36.44% 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?

Tieton capital management is Veritex’s biggest shareholder by percentage of total assets invested, with 3.55% of its assets in 325.38K Veritex shares, valued at 8.84M$.

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 6.19% of its total shares outstanding invested in 3.37M Veritex shares.

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