Victory Capital Ownership | Who Owns Victory Capital?
Victory Capital Ownership Summary
Victory Capital is owned by 77.37% institutional investors, 12.64% insiders, and 9.99% retail investors. Crestview partners ii gp is the largest institutional shareholder, holding 18.04% of VCTR shares. American Funds SMALLCAP World A is the top mutual fund, with 4.94% of its assets in Victory Capital shares.
VCTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Victory Capital | 77.37% | 12.64% | 9.99% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Crestview partners ii gp | 11.61M | 18.04% | $554.30M |
| Vanguard group | 3.74M | 5.81% | $178.56M |
| Blackrock | 3.33M | 5.17% | $158.76M |
| Capital world investors | 3.21M | 4.99% | $153.45M |
| Van berkom & associates | 1.90M | 2.95% | $90.60M |
| Bank of america corp /de/ | 1.48M | 2.30% | $70.56M |
| Dimensional fund advisors lp | 1.40M | 2.18% | $67.00M |
| Lsv asset management | 1.29M | 2.01% | $61.80M |
| Fuller & thaler asset management | 1.22M | 1.90% | $58.26M |
| Bahl & gaynor | 1.21M | 1.87% | $57.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crestview partners ii gp | 11.61M | 87.95% | $554.30M |
| Kestrel investment management | 128.40K | 4.06% | $6.13M |
| Jb capital partners lp | 276.81K | 2.91% | $13.21M |
| Van berkom & associates | 1.90M | 2.71% | $90.60M |
| Granahan investment management | 1.18M | 2.26% | $56.40M |
| Gator capital management | 90.30K | 2.19% | $4.31M |
| Steamboat capital partners | 121.69K | 2.13% | $5.81M |
| Kendall capital management | 94.95K | 1.51% | $4.53M |
| Basswood capital management | 443.07K | 1.37% | $21.15M |
| Denali advisors | 94.73K | 1.24% | $4.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | 1.22M | 0.25% | 1.22M |
| Capital world investors | 3.21M | 0.03% | 992.92K |
| Blackrock | 3.33M | 0.00% | 413.39K |
| Bank of america corp /de/ | 1.48M | 0.01% | 324.56K |
| Franklin resources | 928.56K | 0.01% | 309.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Reverence capital partners | - | - | -936.61K |
| Allianz asset management gmbh | 431.02K | 0.03% | -554.67K |
| Jpmorgan chase | 361.15K | 0.00% | -528.00K |
| Millennium management | 138.96K | 0.00% | -251.67K |
| Azora capital lp | - | - | -231.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fuller & thaler asset management | 1.22M | 0.25% | 1.22M | $58.26M |
| F/m investments | 233.59K | 0.40% | 233.59K | $11.15M |
| Eam global investors | 94.75K | 1.02% | 94.75K | $4.52M |
| Eam investors | 79.93K | 0.62% | 79.93K | $3.82M |
| Pembroke management | 58.10K | 0.37% | 58.10K | $2.77M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Sound income strategies | -19.00 |
| Innealta capital | -37.00 |
| Ashton thomas private wealth | -170.00 |
| Edgerock capital | -179.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 244 | 4.27% | 50,194,184 | 2.53% | 77 | 1.35% | 126 | -0.79% | 78 | 8.33% |
| Jun 30, 2024 | 232 | 2.20% | 48,889,519 | 0.74% | 75 | 1.41% | 126 | -3.08% | 72 | 20.00% |
| Mar 31, 2024 | 227 | 7.08% | 48,528,254 | 5.83% | 73 | 1.64% | 130 | 3.17% | 60 | 7.14% |
| Dec 31, 2023 | 212 | 14.59% | 45,854,746 | -9.18% | 66 | 1.16% | 126 | 12.50% | 56 | 27.27% |
| Sep 30, 2023 | 185 | 3.93% | 50,492,082 | 4.50% | 75 | 1.47% | 112 | 12.00% | 44 | -12.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.20M | 4.94% | - |
| Van Berkom Sm-Cap Eq | 1.85M | 2.85% | 1.85M |
| Vanguard Total Stock Mkt Idx Inv | 1.46M | 2.25% | -9.86K |
| Franklin US Small Cap Value Equity | 1.22M | 1.87% | 647.97K |
| Franklin Small Cap Value A | 1.22M | 1.87% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.16M | 1.79% | 1.16M |
| FullerThaler Behavioral Small-Cap Equity | 1.16M | 1.79% | - |
| iShares Russell 2000 ETF | 1.09M | 1.68% | -2.45K |
| Swedbank Robur Small Cap USA A | 750.00K | 1.15% | - |
| Impax Small Cap Institutional | 675.00K | 1.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 17, 2023 | Brown David Craig | Chairman and CEO | Sell | $696.40K |
| Jul 18, 2023 | Brown David Craig | Chairman and CEO | Sell | $4.33M |
| Jul 13, 2023 | Brown David Craig | Chairman and CEO | Sell | $2.54M |
| Jul 12, 2023 | Brown David Craig | Chairman and CEO | Sell | $1.95M |
| Jul 14, 2023 | Brown David Craig | Chairman and CEO | Sell | $2.29M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
VCTR Ownership FAQ
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