Victory Capital Ownership | Who Owns Victory Capital?


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Victory Capital Ownership Summary


Victory Capital is owned by 57.16% institutional investors, 11.97% insiders, and 30.86% 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 4.95% of its assets in Victory Capital shares.

VCTR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockVictory Capital57.16%11.97%30.86%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Crestview partners ii gp11.61M18.04%$554.30M
Vanguard group3.97M6.11%$259.63M
Blackrock funding, inc. /de3.73M5.75%$244.03M
Blackrock3.33M5.17%$158.76M
Capital world investors3.23M4.98%$211.50M
Franklin resources2.01M3.10%$131.70M
Van berkom & associates1.81M2.80%$118.75M
Bahl & gaynor1.56M2.40%$101.95M
Bank of america corp /de/1.48M2.30%$70.56M
Dimensional fund advisors lp1.43M2.20%$93.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Crestview partners ii gp11.61M87.95%$554.30M
Van berkom & associates1.81M3.53%$118.75M
Jb capital partners lp276.81K3.47%$18.12M
Gator capital management130.78K3.22%$8.56M
Steamboat capital partners116.87K2.36%$7.65M
Granahan investment management1.18M2.26%$56.40M
Kendall capital management88.67K1.70%$5.80M
Pembroke management159.83K1.30%$10.46M
Cambria investment management304.87K1.21%$19.96M
Basswood capital management264.57K1.01%$17.32M

Top Buyers

HolderShares% AssetsChange
Blackrock3.33M0.00%413.39K
Bank of america corp /de/1.48M0.01%324.56K
C2p capital advisory group, llc d.b.a. prosperity capital advisors271.23K1.01%271.23K
Blackrock funding, inc. /de3.73M0.00%219.17K
Morgan stanley445.67K0.00%201.36K

Top Sellers

HolderShares% AssetsChange
Reverence capital partners---936.61K
Azora capital lp---231.42K
Cubist systematic strategies---191.71K
F/m investments107.55K0.26%-174.67K
Basswood capital management264.57K1.01%-162.84K

New Positions

HolderShares% AssetsChangeValue
C2p capital advisory group, llc d.b.a. prosperity capital advisors271.23K1.01%271.23K$11.95M
Schroder investment management group85.35K0.01%85.35K$5.60M
Aptus capital advisors80.12K0.05%80.12K$5.24M
Raymond james financial58.25K0.00%58.25K$3.81M
Moran wealth management48.72K0.10%48.72K$3.19M

Sold Out

HolderChange
Tfo-tdc-1.00
Claris advisors, llc / mo /-4.00
Sound income strategies-19.00
Innealta capital-37.00
Frazier financial advisors-47.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242585.31%37,085,377-26.13%570.95%14514.17%74-5.13%
Sep 30, 20242444.27%50,194,1842.53%771.35%126-0.79%788.33%
Jun 30, 20242322.20%48,889,5190.74%751.41%126-3.08%7220.00%
Mar 31, 20242277.08%48,528,2545.83%731.64%1303.17%607.14%
Dec 31, 202321214.59%45,854,746-9.18%661.16%12612.50%5627.27%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A3.22M4.95%16.00K
Van Berkom Sm-Cap Eq1.85M2.85%1.85M
Vanguard Total Stock Mkt Idx Inv1.54M2.42%1.21K
Vanguard US Total Market Shares ETF1.47M2.32%1.42K
FullerThaler Behavioral Sm-Cp Eq R61.22M1.91%-
Franklin Small Cap Value A1.22M1.91%-
FullerThaler Behavioral Small-Cap Equity1.22M1.91%-
Franklin Small Cap Value SMA Composite1.22M1.87%-
Franklin US Small Cap Value Equity1.22M1.87%-
iShares Russell 2000 ETF1.12M1.76%-9.73K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 17, 2023Brown David Craig Chairman and CEOSell$696.40K
Jul 18, 2023Brown David Craig Chairman and CEOSell$4.33M
Jul 13, 2023Brown David Craig Chairman and CEOSell$2.54M
Jul 12, 2023Brown David Craig Chairman and CEOSell$1.95M
Jul 14, 2023Brown David Craig Chairman and CEOSell$2.29M

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q2--

VCTR Ownership FAQ


Who Owns Victory Capital?

Victory Capital shareholders are primarily institutional investors at 57.16%, followed by 11.97% insiders and 30.87% retail investors. The average institutional ownership in Victory Capital's industry, Asset Management Stocks, is 33.12%, which Victory Capital exceeds.

Who owns the most shares of Victory Capital?

Victory Capital’s largest shareholders are Crestview partners ii gp (11.61M shares, 18.04%), Vanguard group (3.97M shares, 6.11%), and Blackrock funding, inc. /de (3.73M shares, 5.75%). Together, they hold 29.90% of Victory Capital’s total shares outstanding.

Does Blackrock own Victory Capital?

Yes, BlackRock owns 5.17% of Victory Capital, totaling 3.33M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 158.76M$. In the last quarter, BlackRock increased its holdings by 413.39K shares, a 14.19% change.

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

Crestview partners ii gp is Victory Capital’s biggest shareholder by percentage of total assets invested, with 87.95% of its assets in 11.61M Victory Capital shares, valued at 554.3M$.

Who is the top mutual fund holder of Victory Capital shares?

American Funds SMALLCAP World A is the top mutual fund holder of Victory Capital shares, with 4.95% of its total shares outstanding invested in 3.22M Victory Capital shares.

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