Victory Capital Ownership 2024 | Who Owns Victory Capital Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

75.72%

Insider Ownership

12.37%

Retail Ownership

11.91%

Institutional Holders

227.00

Victory Capital Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRESTVIEW PARTNERS II GP, L.P.18.04%87.95%11,613,2481,1040.01%554,300,327Jun 30, 2024
VANGUARD GROUP INC5.81%0.00%3,741,0321,6690.04%178,559,456Jun 30, 2024
BLACKROCK INC.5.17%0.00%3,326,112413,38714.19%158,755,326Jun 30, 2024
CAPITAL WORLD INVESTORS4.99%0.03%3,214,876992,92244.69%153,446,031Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.2.95%2.71%1,898,184-67,550-3.44%90,600,000Jun 30, 2024
BANK OF AMERICA CORP /DE/2.30%0.01%1,478,298324,55628.13%70,559,155Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.18%0.02%1,403,569-194,204-12.15%66,998,251Jun 30, 2024
LSV ASSET MANAGEMENT2.01%0.14%1,294,72234,0002.70%61,797,000Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.90%0.25%1,220,6951,220,695100.00%58,263,768Jun 30, 2024
BAHL & GAYNOR INC1.87%0.32%1,205,60194,6538.52%57,543,336Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC1.84%2.26%1,181,696-73,933-5.89%56,402,350Jun 30, 2024
STATE STREET CORP1.70%0.00%1,093,188163,08217.53%52,177,863,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.45%0.00%935,478185,72624.77%44,658,322Jun 30, 2024
FRANKLIN RESOURCES INC1.44%0.01%928,560309,33049.95%44,320,170Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC1.28%0.62%824,166-1,581-0.19%39,337,443Jun 30, 2024
SWEDBANK AB1.16%0.05%750,00050,0007.14%35,797,500Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC1.05%0.13%675,000-75,000-10.00%32,217,750Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.92%0.01%589,88758,33610.97%28,155,318Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.73%0.01%473,080-71,861-13.19%22,580,109Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.73%0.07%470,21054,09013.00%22,436,000Jun 30, 2024

Victory Capital's largest institutional shareholder is CRESTVIEW PARTNERS II GP, L.P., holding 18.04% of the company's total share outstanding, currently valued at $554.30M. The top 10 institutional shareholders own together 47.21% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRESTVIEW PARTNERS II GP, L.P.18.04%87.95%11,613,2481,1040.01%554,300,327Jun 30, 2024
KESTREL INVESTMENT MANAGEMENT CORP0.20%4.06%128,400--6,129,000Jun 30, 2024
JB CAPITAL PARTNERS LP0.43%2.91%276,812--13,212,237Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.2.95%2.71%1,898,184-67,550-3.44%90,600,000Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC1.84%2.26%1,181,696-73,933-5.89%56,402,350Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC0.14%2.19%90,296--4,309,828Jun 30, 2024
STEAMBOAT CAPITAL PARTNERS, LLC0.19%2.13%121,6953,8453.26%5,808,502Jun 30, 2024
KENDALL CAPITAL MANAGEMENT0.15%1.51%94,9497370.78%4,531,916Jun 30, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.69%1.37%443,075-73,180-14.18%21,147,970Jun 30, 2024
DENALI ADVISORS LLC0.15%1.24%94,728-37,210-28.20%4,521,367Jun 30, 2024
EAM GLOBAL INVESTORS LLC0.15%1.02%94,74994,749100.00%4,522,370Jun 30, 2024
CAMBRIA INVESTMENT MANAGEMENT, L.P.0.47%0.88%300,27910,8883.76%14,332,317Jun 30, 2024
SMH CAPITAL ADVISORS INC0.01%0.87%5,989-218-3.51%285,865Jun 30, 2024
KEELEY-TETON ADVISORS, LLC0.21%0.82%133,954-3,638-2.64%6,393,624Jun 30, 2024
GS INVESTMENTS, INC.0.04%0.64%28,600-8,060-21.99%1,365,078Jun 30, 2024
EAM INVESTORS, LLC0.12%0.62%79,93479,934100.00%3,815,250Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC1.28%0.62%824,166-1,581-0.19%39,337,443Jun 30, 2024
AZORA CAPITAL LP0.36%0.51%231,416231,416100.00%11,045,486Jun 30, 2024
WINDMILL HILL ASSET MANAGEMENT LTD0.04%0.48%24,003--1,145,663Jun 30, 2024
RBF CAPITAL, LLC0.23%0.41%149,063--7,114,777Jun 30, 2024

The largest Victory Capital shareholder by % of total assets is CRESTVIEW PARTNERS II GP, L.P.. The company owns 11.61M shares of Victory Capital (VCTR), representing 87.95% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FULLER & THALER ASSET MANAGEMENT, INC.1.90%0.25%1,220,6951,220,695100.00%58,263,768Jun 30, 2024
CAPITAL WORLD INVESTORS4.99%0.03%3,214,876992,92244.69%153,446,031Jun 30, 2024
BLACKROCK INC.5.17%0.00%3,326,112413,38714.19%158,755,326Jun 30, 2024
BANK OF AMERICA CORP /DE/2.30%0.01%1,478,298324,55628.13%70,559,155Jun 30, 2024
FRANKLIN RESOURCES INC1.44%0.01%928,560309,33049.95%44,320,170Jun 30, 2024
F/M INVESTMENTS LLC0.36%0.40%233,586233,586100.00%11,148,836Jun 30, 2024
AZORA CAPITAL LP0.36%0.51%231,416231,416100.00%11,045,486Jun 30, 2024
MORGAN STANLEY0.69%0.00%445,673201,35782.42%21,272,005Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.45%0.00%935,478185,72624.77%44,658,322Jun 30, 2024
STATE STREET CORP1.70%0.00%1,093,188163,08217.53%52,177,863,000Jun 30, 2024
FEDERATED HERMES, INC.0.42%0.03%270,47294,94354.09%12,909,629,000Jun 30, 2024
EAM GLOBAL INVESTORS LLC0.15%1.02%94,74994,749100.00%4,522,370Jun 30, 2024
BAHL & GAYNOR INC1.87%0.32%1,205,60194,6538.52%57,543,336Jun 30, 2024
EAM INVESTORS, LLC0.12%0.62%79,93479,934100.00%3,815,250Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.24%0.01%152,23265,82376.18%7,266,034Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.92%0.01%589,88758,33610.97%28,155,318Jun 30, 2024
PEMBROKE MANAGEMENT, LTD0.09%0.37%58,09858,098100.00%2,773,018Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.73%0.07%470,21054,09013.00%22,436,000Jun 30, 2024
SEI INVESTMENTS CO0.26%0.01%167,16253,90847.60%7,978,651,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.55%0.00%353,71651,85417.18%16,882,861Jun 30, 2024

As of Jun 30 2024, Victory Capital's largest institutional buyer is FULLER & THALER ASSET MANAGEMENT, INC.. The company purchased 1.22M stocks of VCTR, valued at $58.26M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REVERENCE CAPITAL PARTNERS, L.P.----936,612-100.00%-Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.67%0.03%431,020-554,674-56.27%20,572,585Jun 30, 2024
JPMORGAN CHASE & CO0.56%0.00%361,147-527,997-59.38%17,237,546Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.22%0.00%138,964-251,672-64.43%6,632,752Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.18%0.02%1,403,569-194,204-12.15%66,998,251Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----191,709-100.00%-Jun 30, 2024
NORTH REEF CAPITAL MANAGEMENT LP----132,308-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.19%0.01%124,276-132,264-51.56%5,932,000Jun 30, 2024
BARCLAYS PLC0.07%0.00%47,176-111,054-70.19%2,251,000Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.02%0.00%13,498-110,434-89.11%644,260Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.23%0.01%151,315-108,098-41.67%7,222,265Jun 30, 2024
FIRST TRUST ADVISORS LP0.10%0.00%62,227-86,447-58.15%2,970,094Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----84,300-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.03%0.00%16,204-79,760-83.11%773,417Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC1.05%0.13%675,000-75,000-10.00%32,217,750Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC1.84%2.26%1,181,696-73,933-5.89%56,402,350Jun 30, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.69%1.37%443,075-73,180-14.18%21,147,970Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.73%0.01%473,080-71,861-13.19%22,580,109Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.11%0.08%71,800-69,700-49.26%3,427,014Jun 30, 2024
MARSHALL WACE, LLP----69,014-100.00%-Jun 30, 2024

As of Jun 30 2024, Victory Capital's biggest institutional seller is REVERENCE CAPITAL PARTNERS, L.P.. The company sold -0.94M shares of VCTR, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FULLER & THALER ASSET MANAGEMENT, INC.1.90%0.25%1,220,6951,220,695100.00%58,263,768Jun 30, 2024
F/M INVESTMENTS LLC0.36%0.40%233,586233,586100.00%11,148,836Jun 30, 2024
AZORA CAPITAL LP0.36%0.51%231,416231,416100.00%11,045,486Jun 30, 2024
EAM GLOBAL INVESTORS LLC0.15%1.02%94,74994,749100.00%4,522,370Jun 30, 2024
EAM INVESTORS, LLC0.12%0.62%79,93479,934100.00%3,815,250Jun 30, 2024
PEMBROKE MANAGEMENT, LTD0.09%0.37%58,09858,098100.00%2,773,018Jun 30, 2024
LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT0.05%0.12%31,80031,800100.00%1,517,496Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.04%0.00%25,23025,230100.00%1,204,228Jun 30, 2024
MALTESE CAPITAL MANAGEMENT LLC0.03%0.20%22,50022,500100.00%1,073,925Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.03%0.11%22,26922,269100.00%1,062,899Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.01%22,13022,130100.00%1,056,265Jun 30, 2024
STRS OHIO0.03%0.00%16,80016,800100.00%801,864,000Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.03%0.13%16,65016,650100.00%794,705Jun 30, 2024
AMERIPRISE FINANCIAL INC0.02%0.00%14,46514,465100.00%690,414Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.02%0.12%14,23114,231100.00%679,246Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%13,01613,016100.00%621,254Jun 30, 2024
SCIENTECH RESEARCH LLC0.02%0.12%12,18612,186100.00%581,638Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.02%0.00%10,20210,202100.00%486,941Jun 30, 2024
TWINBEECH CAPITAL LP0.01%0.01%9,0359,035100.00%431,241Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC0.01%0.00%8,4188,418100.00%401,791Jun 30, 2024
FORA CAPITAL, LLC0.01%0.05%8,1278,127100.00%387,902Jun 30, 2024
MACKENZIE FINANCIAL CORP0.01%0.00%7,2437,243100.00%345,708Jun 30, 2024
GROUND SWELL CAPITAL, LLC0.01%0.25%6,7696,769100.00%323,084Jun 30, 2024
KAIZEN FINANCIAL STRATEGIES0.01%0.21%6,5506,550100.00%342,500Jun 30, 2024
HANDELSBANKEN FONDER AB0.01%0.00%6,5006,500100.00%310,000Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%4,8514,851100.00%231,558Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.01%0.00%4,7364,736100.00%226,049Jun 30, 2024
PEAK6 INVESTMENTS LLC0.01%0.00%4,7004,700100.00%224,331Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.01%0.01%3,2663,266100.00%156,000Jun 30, 2024
0.00%0.00%1,4211,421100.00%67,824Jun 30, 2024
USA FINANCIAL PORTFORMULAS CORP0.00%0.00%428428100.00%20,428Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%332332100.00%15,847Jun 30, 2024
EDGEROCK CAPITAL LLC0.00%0.01%179179100.00%8,543Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%170170100.00%8,114Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST0.00%0.00%102102100.00%4,869Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA0.00%0.00%100100100.00%5,000Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC0.00%0.00%9999100.00%4,726Jun 30, 2024
EAGLE BAY ADVISORS LLC0.00%0.00%9393100.00%4,439Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-8484100.00%3,960Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC0.00%-5050100.00%2,387Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%3737100.00%1,766Jun 30, 2024
COVESTOR LTD-0.00%1010100.00%1,000Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC-0.00%99100.00%430Jun 30, 2024

Victory Capital's largest new institutional shareholder by number of shares is FULLER & THALER ASSET MANAGEMENT, INC., purchased 1.22M shares, valued at $58.26M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REVERENCE CAPITAL PARTNERS, L.P.----936,612-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----191,709-100.00%-Jun 30, 2024
NORTH REEF CAPITAL MANAGEMENT LP----132,308-100.00%-Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----84,300-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----69,014-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----59,863-100.00%-Jun 30, 2024
PRICE JENNIFER C.----49,391-100.00%-Jun 30, 2024
ALGERT GLOBAL LLC----47,098-100.00%-Jun 30, 2024
HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P.----42,643-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----39,712-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----30,025-100.00%-Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC----29,662-100.00%-Jun 30, 2024
BOSTON PARTNERS----23,460-100.00%-Jun 30, 2024
INSPIRE INVESTING, LLC----20,829-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----17,219-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----14,956-100.00%-Jun 30, 2024
DIVERSIFIED TRUST CO----14,160-100.00%-Jun 30, 2024
HOLOCENE ADVISORS, LP----14,140-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----13,600-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----13,356-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----13,218-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----11,992-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----11,865-100.00%-Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----11,495-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----11,160-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----11,117-100.00%-Jun 30, 2024
VERITION FUND MANAGEMENT LLC----10,746-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----8,763-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----8,525-100.00%-Jun 30, 2024
COUNTERPOINT MUTUAL FUNDS LLC----7,024-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----6,324-100.00%-Jun 30, 2024
FOUNDRY PARTNERS, LLC----5,460-100.00%-Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.----5,182-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----4,820-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,447-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----609-100.00%-Jun 30, 2024
QUARRY LP----354-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024

Victory Capital's largest sold out institutional shareholder by shares sold is REVERENCE CAPITAL PARTNERS, L.P., sold -0.94M shares, valued at -, as of undefined.

Victory Capital Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Eaton Vance Floating-Rate Income Plus Fund2.18%287,181--May 31, 2021
Eaton Vance Floating-Rate Income Plus Fund1.91%251,422--May 31, 2021
CALDWELL & ORKIN FUNDS INC1.66%22,69410,29483.02%Jan 31, 2024
Saba Capital Income & Opportunities Fund1.28%3,203,181--Jan 31, 2024
VOYA CREDIT INCOME FUND0.96%1,396,145--Feb 29, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.68%4,441,181--Jan 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.50%339,886--Jan 31, 2024
Keeley Funds, Inc.0.50%127,324-9,147-6.70%Dec 29, 2023
Pioneer Floating Rate Fund, Inc.0.45%883,636--Feb 29, 2024
Pioneer Floating Rate Fund, Inc.0.43%844,545--Feb 29, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.42%2,731,844--Jan 31, 2024
SUNAMERICA SENIOR FLOATING RATE FUND INC0.40%509,736--Jun 30, 2021
LORD ABBETT RESEARCH FUND INC0.40%381,135--Feb 29, 2024
EATON VANCE SENIOR INCOME TRUST0.36%562,545--Mar 31, 2024
EATON VANCE SENIOR INCOME TRUST0.34%538,562--Mar 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.31%209,726--Jan 31, 2024
Eaton Vance Floating-Rate Income Trust0.23%1,325,454--Feb 29, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA0.23%13,278,227--Jan 31, 2024
Eaton Vance Floating-Rate 2022 Target Term Trust0.23%476,000--Sep 30, 2022
SUNAMERICA SENIOR FLOATING RATE FUND INC0.23%289,390--Jun 30, 2021
EATON VANCE SENIOR FLOATING RATE TRUST0.21%1,246,250--Jan 31, 2024
HSBC FUNDS0.21%6,710--Jan 31, 2024
Eaton Vance Floating-Rate Income Trust0.21%1,160,410--Feb 29, 2024
Eaton Vance Floating-Rate 2022 Target Term Trust0.20%418,058--Sep 30, 2022
SENIOR DEBT PORTFOLIO0.20%15,725,409--Jan 31, 2024
EATON VANCE SENIOR FLOATING RATE TRUST0.17%1,008,683--Jan 31, 2024
SENIOR DEBT PORTFOLIO0.17%12,727,754--Jan 31, 2024
RBB Fund Trust0.16%158,792--Feb 29, 2024
EATON VANCE VARIABLE TRUST0.16%952,000--Mar 31, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA0.15%8,654,721--Jan 31, 2024
EATON VANCE VARIABLE TRUST0.14%836,117--Mar 31, 2024
Manager Directed Portfolios0.13%22,097--Jan 31, 2024
VALUED ADVISERS TRUST0.13%121,553--Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.12%8,403--Sep 30, 2022
T. Rowe Price Institutional Income Funds, Inc.0.11%6,962,709--Feb 29, 2024
T. Rowe Price Institutional Income Funds, Inc.0.11%6,654,688--Feb 29, 2024
T. Rowe Price Floating Rate Fund, Inc.0.09%3,294,336--Feb 29, 2024
T. Rowe Price Floating Rate Fund, Inc.0.09%3,148,599--Feb 29, 2024
Eaton Vance Short Duration Diversified Income Fund0.06%181,272--Jan 31, 2024
MERIDIAN FUND INC0.06%134,000--Mar 28, 2024
EATON VANCE LTD DURATION INCOME FUND0.06%1,254,909--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.06%10,7851,01110.34%Mar 28, 2024
BRIDGEWAY FUNDS INC0.05%129,800-29,400-18.47%Mar 28, 2024
Eaton Vance Short Duration Diversified Income Fund0.05%146,717--Jan 31, 2024
EATON VANCE LTD DURATION INCOME FUND0.05%1,102,154--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.05%25,303--Mar 31, 2024
Monteagle Funds0.04%1,700--Feb 29, 2024
360 Funds0.04%8,000--Feb 29, 2024
LORD ABBETT SECURITIES TRUST0.04%181,669--Jan 31, 2024
PAX WORLD FUNDS SERIES TRUST I0.04%750,000--Mar 31, 2024
Cambria ETF Trust0.03%315,778315,778-Jan 31, 2024
SMALLCAP WORLD FUND INC0.03%2,184,288988,28882.63%Mar 31, 2024
Calvert Management Series0.03%300,840--Mar 31, 2024
Natixis Funds Trust II0.03%3,462,322--Feb 29, 2024
Natixis Funds Trust II0.02%3,255,722--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%90,69610,39812.95%Jan 31, 2024
Voya FUNDS TRUST0.02%5,945,672--Mar 31, 2024
Voya EQUITY TRUST0.02%32,4652,3257.71%Feb 29, 2024
T. Rowe Price Multi-Sector Account Portfolios, Inc.0.02%30,927--Feb 29, 2024
VANGUARD EXPLORER FUND0.02%240,36723,24210.70%Jan 31, 2024
T. Rowe Price Multi-Sector Account Portfolios, Inc.0.02%29,559--Feb 29, 2024
LORD ABBETT INVESTMENT TRUST0.02%16,887,174--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND0.02%359,163--Mar 31, 2024
PIONEER SERIES TRUST X0.02%919,509--Mar 28, 2024
ETF Series Solutions0.01%250,100243,7943866.06%Jan 31, 2024
World Funds Trust0.01%148,69127,01222.20%Jan 31, 2024
Federated Hermes MDT Series0.01%28,385--Jan 31, 2024
Calvert Management Series0.01%108,181--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.01%21,400-10,900-33.75%Feb 29, 2024
Humankind Benefit Corp0.01%19252.67%Dec 31, 2023
WESMARK FUNDS0.01%28,962--Mar 31, 2024
Voya FUNDS TRUST0.01%2,199,142--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%47,916-1,828-3.67%Mar 31, 2024
SEASONS SERIES TRUST0.01%177,418--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%2,979,996-148,980-4.76%Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.01%21,5773411.61%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.01%37,235-4,160-10.05%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,982--Mar 31, 2024
SEASONS SERIES TRUST0.01%155,821--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.01%129,997--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%61,127--Mar 31, 2024
IndexIQ ETF Trust0.00%11,029-846-7.12%Jan 31, 2024
HARTFORD SERIES FUND INC0.00%207,709--Mar 31, 2024
Destra Investment Trust0.00%7,872-124-1.55%Mar 31, 2024
Hartford Funds Exchange-Traded Trust0.00%271,909--Jan 31, 2024
Nushares ETF Trust0.00%33,575--Jan 31, 2024
EATON VANCE GROWTH TRUST0.00%49,991--Feb 29, 2024
HARTFORD SERIES FUND INC0.00%182,425--Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%17,535--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%34,800--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%711--Mar 31, 2024
FIDELITY INCOME FUND /MA/0.00%1,634,727--Jan 31, 2024
Principal Exchange-Traded Funds0.00%36,11211,60447.35%Mar 31, 2024
FIDELITY INCOME FUND /MA/0.00%1,348,218--Jan 31, 2024
AMG FUNDS0.00%67,0002,0003.08%Mar 28, 2024
VANGUARD HORIZON FUNDS0.00%50,228-50,228-50.00%Mar 31, 2024
Legg Mason ETF Investment Trust0.00%3,983-447-10.09%Mar 31, 2024
Lattice Strategies Trust0.00%2,886--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%78,440-15,399-16.41%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%56,638-1,139-1.97%Mar 31, 2024

Victory Capital's largest mutual fund holder by % of total assets is "Eaton Vance Floating-Rate Income Plus Fund", owning 287.18K shares, compromising 2.18% of its total assets.

Victory Capital Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24227-
31 Mar, 242277.08%
31 Dec, 2321214.59%
30 Sep, 231853.93%
30 Jun, 231781.71%
31 Mar, 2317512.18%
31 Dec, 2215630.00%
30 Sep, 22120-5.51%
30 Jun, 22127-5.93%
31 Mar, 221358.87%
31 Dec, 2112416.98%
30 Sep, 21106-3.64%
30 Jun, 2111018.28%
31 Mar, 219319.23%
31 Dec, 20786.85%
30 Sep, 2073-1.35%
30 Jun, 2074-1.33%
31 Mar, 2075-3.85%
31 Dec, 1978-3.70%
30 Sep, 198112.50%
30 Jun, 19729.09%
31 Mar, 196624.53%
31 Dec, 185315.22%
30 Sep, 184615.00%
30 Jun, 1840-
31 Mar, 1840-

As of 30 Jun 24, 227 institutions are holding Victory Capital's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2448,754,5700.47%
31 Mar, 2448,528,2545.83%
31 Dec, 2345,854,746-9.18%
30 Sep, 2350,492,0824.50%
30 Jun, 2348,316,965-5.84%
31 Mar, 2351,312,555-2.18%
31 Dec, 2252,455,2259.55%
30 Sep, 2247,882,5540.78%
30 Jun, 2247,514,3061.14%
31 Mar, 2246,977,548-0.34%
31 Dec, 2147,139,723305.19%
30 Sep, 2111,633,9723.08%
30 Jun, 2111,286,4051.07%
31 Mar, 2111,166,899-3.25%
31 Dec, 2011,541,4451.21%
30 Sep, 2011,403,769-6.87%
30 Jun, 2012,245,3232.54%
31 Mar, 2011,941,7017.52%
31 Dec, 1911,106,9488.60%
30 Sep, 1910,227,4192.04%
30 Jun, 1910,023,1551.23%
31 Mar, 199,901,6695.20%
31 Dec, 189,412,083-11.94%
30 Sep, 1810,688,528-3.00%
30 Jun, 1811,018,888-2.36%
31 Mar, 1811,284,836-

Victory Capital (VCTR) has 48.75M shares outstanding as of 30 Jun 24, up 0.47% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2475.72%1.41%
31 Mar, 2473.30%1.64%
31 Dec, 2366.83%1.16%
30 Sep, 2375.97%1.47%
30 Jun, 2371.81%1.23%
31 Mar, 2376.26%1.28%
31 Dec, 2277.08%1.58%
30 Sep, 2269.79%1.45%
30 Jun, 2269.34%1.49%
31 Mar, 2268.33%1.42%
31 Dec, 2169.35%23.68%
30 Sep, 2117.11%6.17%
30 Jun, 2116.65%6.13%
31 Mar, 2116.48%5.64%
31 Dec, 2017.10%6.03%
30 Sep, 2016.83%5.16%
30 Jun, 2018.06%5.82%
31 Mar, 2017.62%6.53%
31 Dec, 1916.42%7.20%
30 Sep, 1915.10%6.87%
30 Jun, 1914.83%6.90%
31 Mar, 1914.66%7.28%
31 Dec, 1814.20%5.74%
30 Sep, 1815.72%5.98%
30 Jun, 1816.22%4.83%
31 Mar, 1818.32%-

As of 30 Jun 24, Victory Capital is held by 75.72% institutional shareholders, representing a 1.41% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24123-5.38%
31 Mar, 241303.17%
31 Dec, 2312612.50%
30 Sep, 2311212.00%
30 Jun, 23100-12.28%
31 Mar, 231147.55%
31 Dec, 2210670.97%
30 Sep, 2262-15.07%
30 Jun, 2273-17.05%
31 Mar, 22881.15%
31 Dec, 2187112.20%
30 Sep, 2141-31.67%
30 Jun, 216033.33%
31 Mar, 214545.16%
31 Dec, 2031-13.89%
30 Sep, 2036-5.26%
30 Jun, 203815.15%
31 Mar, 2033-31.25%
31 Dec, 19486.67%
30 Sep, 194518.42%
30 Jun, 1938-9.52%
31 Mar, 194210.53%
31 Dec, 183840.74%
30 Sep, 182722.73%
30 Jun, 1822-45.00%
31 Mar, 1840-

123 institutional shareholders have increased their position in VCTR stock as of 30 Jun 24 compared to 130 in the previous quarter (a -5.38% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 247016.67%
31 Mar, 24607.14%
31 Dec, 235627.27%
30 Sep, 2344-12.00%
30 Jun, 235025.00%
31 Mar, 234029.03%
31 Dec, 2231-13.89%
30 Sep, 22365.88%
30 Jun, 223421.43%
31 Mar, 222847.37%
31 Dec, 2119-56.82%
30 Sep, 214441.94%
30 Jun, 21316.90%
31 Mar, 2129-12.12%
31 Dec, 203310.00%
30 Sep, 20307.14%
30 Jun, 2028-20.00%
31 Mar, 203552.17%
31 Dec, 1923-11.54%
30 Sep, 192623.81%
30 Jun, 19215.00%
31 Mar, 192042.86%
31 Dec, 1814-6.67%
30 Sep, 1815-
30 Jun, 1815-
31 Mar, 18--

70 institutional shareholders have reduced their position in VCTR stock as of 30 Jun 24 compared to 60 in the previous quarter (a 16.67% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24227-48,754,5700.47%75.72%1.41%123-5.38%7016.67%
31 Mar, 242277.08%48,528,2545.83%73.30%1.64%1303.17%607.14%
31 Dec, 2321214.59%45,854,746-9.18%66.83%1.16%12612.50%5627.27%
30 Sep, 231853.93%50,492,0824.50%75.97%1.47%11212.00%44-12.00%
30 Jun, 231781.71%48,316,965-5.84%71.81%1.23%100-12.28%5025.00%
31 Mar, 2317512.18%51,312,555-2.18%76.26%1.28%1147.55%4029.03%
31 Dec, 2215630.00%52,455,2259.55%77.08%1.58%10670.97%31-13.89%
30 Sep, 22120-5.51%47,882,5540.78%69.79%1.45%62-15.07%365.88%
30 Jun, 22127-5.93%47,514,3061.14%69.34%1.49%73-17.05%3421.43%
31 Mar, 221358.87%46,977,548-0.34%68.33%1.42%881.15%2847.37%
31 Dec, 2112416.98%47,139,723305.19%69.35%23.68%87112.20%19-56.82%
30 Sep, 21106-3.64%11,633,9723.08%17.11%6.17%41-31.67%4441.94%
30 Jun, 2111018.28%11,286,4051.07%16.65%6.13%6033.33%316.90%
31 Mar, 219319.23%11,166,899-3.25%16.48%5.64%4545.16%29-12.12%
31 Dec, 20786.85%11,541,4451.21%17.10%6.03%31-13.89%3310.00%
30 Sep, 2073-1.35%11,403,769-6.87%16.83%5.16%36-5.26%307.14%
30 Jun, 2074-1.33%12,245,3232.54%18.06%5.82%3815.15%28-20.00%
31 Mar, 2075-3.85%11,941,7017.52%17.62%6.53%33-31.25%3552.17%
31 Dec, 1978-3.70%11,106,9488.60%16.42%7.20%486.67%23-11.54%
30 Sep, 198112.50%10,227,4192.04%15.10%6.87%4518.42%2623.81%
30 Jun, 19729.09%10,023,1551.23%14.83%6.90%38-9.52%215.00%
31 Mar, 196624.53%9,901,6695.20%14.66%7.28%4210.53%2042.86%
31 Dec, 185315.22%9,412,083-11.94%14.20%5.74%3840.74%14-6.67%
30 Sep, 184615.00%10,688,528-3.00%15.72%5.98%2722.73%15-
30 Jun, 1840-11,018,888-2.36%16.22%4.83%22-45.00%15-
31 Mar, 1840-11,284,836-18.32%-40---

Victory Capital Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2024Amundidirector, 10 percent owner Buy---3,172,982
Jul 17, 2024Amundidirector, 10 percent owner Buy----
Jul 12, 2024Crestview Partners II GP, L.P.director, 10 percent owner A-AwardBuy1,002$48.00$48.10K11,614,250
Jul 12, 2024DEMARTINI RICHARD Mdirector-A-AwardBuy598$48.00$28.70K12,050
Jul 12, 2024Davanzo Lawrencedirector-A-AwardBuy520$48.00$24.96K19,534
Jul 12, 2024HURST ROBERT J/NYdirector-A-AwardBuy963$48.00$46.22K26,093
Jul 12, 2024Rappaport Alandirector-A-AwardBuy1,093$48.00$52.46K149,148
Jul 12, 2024Jackson Mary M.director-A-AwardBuy520$48.00$24.96K4,009
Jul 12, 2024Hirtler-Garvey Karindirector-A-AwardBuy520$48.00$24.96K38,465
Apr 12, 2024Rappaport Alandirector-A-AwardBuy1,204$43.58$52.47K148,055
Apr 12, 2024Jackson Mary M.director-A-AwardBuy573$43.58$24.97K3,489
Apr 12, 2024HURST ROBERT J/NYdirector-A-AwardBuy1,061$43.58$46.24K25,130
Apr 12, 2024Hirtler-Garvey Karindirector-A-AwardBuy573$43.58$24.97K37,945
Apr 12, 2024DEMARTINI RICHARD Mdirector-A-AwardBuy659$43.58$28.72K11,452
Apr 12, 2024Davanzo Lawrencedirector-A-AwardBuy573$43.58$24.97K19,014
Apr 11, 2024Crestview Partners II GP, L.P.director, 10 percent owner A-AwardBuy1,104$43.58$48.11K11,613,248
Mar 19, 2024Dhillon Mannik S.officer President Investment FranchiseA-AwardBuy19,920$40.16$799.99K275,241
Mar 19, 2024Gupta Ninaofficer Chief Legal OfficerA-AwardBuy33,615$40.16$1.35M207,819
Mar 19, 2024Policarpo Michael Dennisofficer President, CFO & CAOA-AwardBuy99,601$40.16$4.00M1,096,854
Mar 19, 2024Brown David Craigofficer Chairman and CEOA-AwardBuy191,733$40.16$7.70M2,076,222

Victory Capital Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20247--
Q2 20247--
Q1 2024124300.00%
Q4 202385160.00%
Q3 202395180.00%
Q2 202393300.00%
Q1 2023121392.31%
Q4 2022115220.00%
Q3 20222214157.14%
Q2 2022135260.00%
Q1 2022121485.71%
Q4 20213829131.03%
Q3 20218--
Q2 20218--
Q1 202171838.89%
Q4 20207--
Q3 202074175.00%
Q2 2020132650.00%
Q1 2020107142.86%
Q4 201952250.00%

7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Victory Capital's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024---
Q4 2023---
Q3 2023-5-
Q2 2023---
Q1 2023-1-
Q4 20222--
Q3 2022---
Q2 20221--
Q1 2022---
Q4 20214757.14%
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020-4-
Q2 202051500.00%
Q1 2020---
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Victory Capital's stocks.

Victory Capital Peer Ownership


TickerCompany
STEPStepStone Group Inc.
WTWisdomTree, Inc.
DHILDiamond Hill Investment Group, Inc.
FHIFederated Hermes, Inc.
BSIGBrightSphere Investment Group Inc.

VCTR Ownership FAQ


Victory Capital is owned by institutional shareholders (75.72%), insiders (12.37%), and public (11.91%). The largest institutional shareholder of Victory Capital is CRESTVIEW PARTNERS II GP, L.P. (18.04% of total shares) and the top mutual fund owner is Eaton Vance Floating-Rate Income Plus Fund (2.18% of total shares).

Victory Capital's major institutional shareholders are CRESTVIEW PARTNERS II GP, L.P., VANGUARD GROUP INC, BLACKROCK INC., CAPITAL WORLD INVESTORS, and VAN BERKOM & ASSOCIATES INC.. The top five shareholders own together 36.95% of the company's share outstanding.

As of Jun 2024, there are 227 institutional shareholders of Victory Capital.

CRESTVIEW PARTNERS II GP, L.P owns 11.61M shares of Victory Capital, representing 18.04% of the company's total shares outstanding, valued at $554.3M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 3.74M shares of Victory Capital (VCTR), compromising 5.81% of the company, valued at $178.56M.

BLACKROCK INC is the third largest holder of Victory Capital. The company owns 3.33M of the company's shares outstanding (worth $158.76M).