Viatris Ownership 2024 | Who Owns Viatris Now?
Institutional Ownership
76.73%
Insider Ownership
0.34%
Retail Ownership
22.94%
Institutional Holders
977.00
Viatris Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.74% | 0.03% | 140,323,062 | -1,202,678 | -0.85% | 1,491,634,148 | Jun 30, 2024 |
| BLACKROCK INC. | 7.75% | 0.02% | 92,667,874 | -664,777 | -0.71% | 985,059,491 | Jun 30, 2024 |
| STATE STREET CORP | 5.20% | 0.03% | 62,110,442 | -651,167 | -1.04% | 660,233,998,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.75% | 0.07% | 56,823,030 | -1,061,401 | -1.83% | 604,030,000 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 3.21% | 0.92% | 38,311,514 | 11,896,333 | 45.04% | 407,251,394 | Jun 30, 2024 |
| INVESCO LTD. | 2.57% | 0.07% | 30,713,547 | -529,988 | -1.70% | 326,485,003 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.43% | 0.03% | 28,996,949 | 476,468 | 1.67% | 307,453,102 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.83% | 0.06% | 21,860,702 | 1,248,374 | 6.06% | 232,379,461 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1.79% | 3.78% | 21,395,496 | 444 | 0.00% | 227,434,122 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 1.69% | 5.61% | 20,144,365 | 1,702,272 | 9.23% | 214,134,600 | Jun 30, 2024 |
| MORGAN STANLEY | 1.43% | 0.01% | 17,118,534 | 2,763,740 | 19.25% | 181,970,052 | Jun 30, 2024 |
| CAMBER CAPITAL MANAGEMENT LP | 1.25% | 4.41% | 15,000,000 | -1,250,000 | -7.69% | 159,450,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.16% | 0.04% | 13,857,410 | 2,228,736 | 19.17% | 147,290,955 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | 1.12% | 0.82% | 13,369,100 | 2,527,102 | 23.31% | 142,113,533 | Jun 30, 2024 |
| NORGES BANK | 1.06% | 0.02% | 12,646,833 | 12,646,833 | 100.00% | 134,435,835 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.96% | 0.02% | 11,497,002 | 115,409 | 1.01% | 122,213,126 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.95% | 0.03% | 11,385,859 | 701,995 | 6.57% | 121,031,917 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.93% | 0.02% | 11,138,978 | 141,198 | 1.28% | 118,407,337,000 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.80% | 0.22% | 9,590,757 | -213,495 | -2.18% | 101,950,000 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.73% | 0.11% | 8,728,562 | 4,711,456 | 117.28% | 93,090,114 | Jun 30, 2024 |
Viatris's largest institutional shareholder is VANGUARD GROUP INC, holding 11.74% of the company's total share outstanding, currently valued at $1.49B. The top 10 institutional shareholders own together 42.95% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 0.44% | 6.69% | 5,316,568 | -832,681 | -13.54% | 56,515,118 | Jun 30, 2024 |
| CALLODINE CAPITAL MANAGEMENT, LP | 0.21% | 6.30% | 2,542,000 | 242,000 | 10.52% | 27,021,460 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 1.69% | 5.61% | 20,144,365 | 1,702,272 | 9.23% | 214,134,600 | Jun 30, 2024 |
| CAMBER CAPITAL MANAGEMENT LP | 1.25% | 4.41% | 15,000,000 | -1,250,000 | -7.69% | 159,450,000 | Jun 30, 2024 |
| MILLER VALUE PARTNERS, LLC | 0.05% | 4.20% | 619,000 | - | - | 6,579,970 | Jun 30, 2024 |
| DME CAPITAL MANAGEMENT, LP | 0.62% | 3.85% | 7,399,810 | 2,882,190 | 63.80% | 78,659,981 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.07% | 3.79% | 810,889 | 254,700 | 45.79% | 8,619,750 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1.79% | 3.78% | 21,395,496 | 444 | 0.00% | 227,434,122 | Jun 30, 2024 |
| ALEXANDER RANDOLPH ADVISORY, INC. | 0.03% | 3.46% | 347,587 | -3,948 | -1.12% | 3,694,850 | Jun 30, 2024 |
| MONACO ASSET MANAGEMENT SAM | 0.14% | 2.86% | 1,686,099 | -250,000 | -12.91% | 17,923,232 | Jun 30, 2024 |
| TEJARA CAPITAL LTD | 0.06% | 2.70% | 699,015 | 196,500 | 39.10% | 7,430,529 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 0.36% | 2.22% | 4,290,594 | 338,279 | 8.56% | 45,609,014 | Jun 30, 2024 |
| LORNE STEINBERG WEALTH MANAGEMENT INC. | 0.05% | 2.20% | 642,411 | 5,850 | 0.92% | 6,828,828 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.04% | 2.14% | 459,000 | -129,000 | -21.94% | 4,879,170 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.04% | 1.97% | 473,807 | 1,203 | 0.25% | 5,036,566 | Jun 30, 2024 |
| CM MANAGEMENT, LLC | 0.02% | 1.95% | 200,000 | - | - | 2,126,000 | Jun 30, 2024 |
| POEHLING CAPITAL MANAGEMENT, INC. | 0.06% | 1.91% | 658,227 | 49,359 | 8.11% | 6,996,950 | Jun 30, 2024 |
| FACTORIAL PARTNERS, LLC | 0.02% | 1.81% | 276,000 | - | - | 2,933,880 | Jun 30, 2024 |
| ARNHOLD LLC | 0.13% | 1.74% | 1,551,053 | -4,387 | -0.28% | 16,487,693 | Jun 30, 2024 |
| BEDDOW CAPITAL MANAGEMENT INC | 0.03% | 1.56% | 335,660 | -266,429 | -44.25% | 3,568,000 | Jun 30, 2024 |
The largest Viatris shareholder by % of total assets is ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD. The company owns 5.32M shares of Viatris (VTRS), representing 6.69% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.06% | 0.02% | 12,646,833 | 12,646,833 | 100.00% | 134,435,835 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 3.21% | 0.92% | 38,311,514 | 11,896,333 | 45.04% | 407,251,394 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.73% | 0.11% | 8,728,562 | 4,711,456 | 117.28% | 93,090,114 | Jun 30, 2024 |
| FMR LLC | 0.65% | 0.01% | 7,807,291 | 4,250,584 | 119.51% | 82,991,493 | Jun 30, 2024 |
| DME CAPITAL MANAGEMENT, LP | 0.62% | 3.85% | 7,399,810 | 2,882,190 | 63.80% | 78,659,981 | Jun 30, 2024 |
| MORGAN STANLEY | 1.43% | 0.01% | 17,118,534 | 2,763,740 | 19.25% | 181,970,052 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | 1.12% | 0.82% | 13,369,100 | 2,527,102 | 23.31% | 142,113,533 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.51% | 1.03% | 6,037,189 | 2,285,921 | 60.94% | 64,175,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.16% | 0.04% | 13,857,410 | 2,228,736 | 19.17% | 147,290,955 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 1.69% | 5.61% | 20,144,365 | 1,702,272 | 9.23% | 214,134,600 | Jun 30, 2024 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 0.54% | 1.36% | 6,494,782 | 1,352,783 | 26.31% | 69,039,533 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.53% | 0.02% | 6,284,902 | 1,305,081 | 26.21% | 66,808,508 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.83% | 0.06% | 21,860,702 | 1,248,374 | 6.06% | 232,379,461 | Jun 30, 2024 |
| FIL LTD | 0.46% | 0.06% | 5,454,176 | 1,202,857 | 28.29% | 57,977,891 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.09% | 0.02% | 1,101,101 | 1,101,101 | 100.00% | 11,704,702 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.08% | 0.01% | 1,003,986 | 1,003,986 | 100.00% | 10,672,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.01% | 924,693 | 924,693 | 100.00% | 9,829,487 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.08% | 0.11% | 913,123 | 913,123 | 100.00% | 9,706,498 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.32% | 0.02% | 3,819,664 | 812,239 | 27.01% | 40,646,508 | Jun 30, 2024 |
| LIDO ADVISORS, LLC | 0.06% | 0.04% | 739,140 | 726,817 | 5898.05% | 7,857,063 | Jun 30, 2024 |
As of Jun 30 2024, Viatris's largest institutional buyer is NORGES BANK. The company purchased 12.65M stocks of VTRS, valued at $134.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SLATE PATH CAPITAL LP | - | - | - | -10,798,000 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.43% | 0.00% | 5,085,138 | -3,505,732 | -40.81% | 54,055,012 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.30% | 0.04% | 3,602,421 | -2,962,055 | -45.12% | 38,293,735 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.12% | 0.02% | 1,403,909 | -2,135,051 | -60.33% | 14,923,553 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.26% | 0.05% | 3,098,265 | -1,850,970 | -37.40% | 32,717,686 | Jun 30, 2024 |
| CAMBER CAPITAL MANAGEMENT LP | 1.25% | 4.41% | 15,000,000 | -1,250,000 | -7.69% | 159,450,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.74% | 0.03% | 140,323,062 | -1,202,678 | -0.85% | 1,491,634,148 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.09% | 0.02% | 1,094,157 | -1,153,298 | -51.32% | 11,630,887 | Jun 30, 2024 |
| BOONE CAPITAL MANAGEMENT LLC | - | - | - | -1,133,591 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.75% | 0.07% | 56,823,030 | -1,061,401 | -1.83% | 604,030,000 | Jun 30, 2024 |
| AMUNDI | 0.66% | 0.03% | 7,858,010 | -1,017,056 | -11.46% | 83,252,017 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.68% | 0.10% | 8,179,065 | -996,452 | -10.86% | 86,943,461 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -850,885 | -100.00% | - | Jun 30, 2024 |
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 0.44% | 6.69% | 5,316,568 | -832,681 | -13.54% | 56,515,118 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -685,599 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 7.75% | 0.02% | 92,667,874 | -664,777 | -0.71% | 985,059,491 | Jun 30, 2024 |
| STATE STREET CORP | 5.20% | 0.03% | 62,110,442 | -651,167 | -1.04% | 660,233,998,000 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.02% | 0.02% | 262,019 | -610,682 | -69.98% | 2,782,349 | Jun 30, 2024 |
| BARCLAYS PLC | 0.23% | 0.01% | 2,722,892 | -544,512 | -16.66% | 28,944,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -540,504 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Viatris's biggest institutional seller is SLATE PATH CAPITAL LP. The company sold -10.80M shares of VTRS, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.06% | 0.02% | 12,646,833 | 12,646,833 | 100.00% | 134,435,835 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.09% | 0.02% | 1,101,101 | 1,101,101 | 100.00% | 11,704,702 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.08% | 0.11% | 913,123 | 913,123 | 100.00% | 9,706,498 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.02% | 304,192 | 304,192 | 100.00% | 3,233,561 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 290,008 | 290,008 | 100.00% | 3,072,662 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.02% | 0.08% | 220,820 | 220,820 | 100.00% | 2,347,317 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.02% | 191,567 | 191,567 | 100.00% | 2,036,357 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.02% | 163,290 | 163,290 | 100.00% | 1,736,000 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.01% | 0.04% | 93,265 | 93,265 | 100.00% | 991,411 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.02% | 91,803 | 91,803 | 100.00% | 975,866 | Jun 30, 2024 |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 0.01% | 0.07% | 87,477 | 87,477 | 100.00% | 929,881 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.01% | 0.17% | 83,032 | 83,032 | 100.00% | 883,000 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.01% | 69,969 | 69,969 | 100.00% | 743,770 | Jun 30, 2024 |
| AMERICANA PARTNERS, LLC | 0.00% | 0.05% | 55,211 | 55,211 | 100.00% | 586,892 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.00% | 0.03% | 50,224 | 50,224 | 100.00% | 533,881 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.00% | 0.04% | 44,531 | 44,531 | 100.00% | 473,365 | Jun 30, 2024 |
| ALETHEA CAPITAL MANAGEMENT, LLC | 0.00% | 0.35% | 42,969 | 42,969 | 100.00% | 456,760 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.07% | 35,050 | 35,050 | 100.00% | 372,582 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.10% | 34,130 | 34,130 | 100.00% | 394,387 | Jun 30, 2024 |
| HUMANKIND INVESTMENTS LLC | 0.00% | 0.09% | 31,069 | 31,069 | 100.00% | 330,263 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.00% | 0.00% | 30,000 | 30,000 | 100.00% | 318,900 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.02% | 30,000 | 30,000 | 100.00% | 318,900 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 28,955 | 28,955 | 100.00% | 306,738 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.00% | 28,876 | 28,876 | 100.00% | 306,952 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 28,530 | 28,530 | 100.00% | 303,274 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 22,877 | 22,877 | 100.00% | 243,183 | Jun 30, 2024 |
| SECTORAL ASSET MANAGEMENT INC | 0.00% | 0.10% | 22,500 | 22,500 | 100.00% | 239,175 | Jun 30, 2024 |
| TANG CAPITAL MANAGEMENT LLC | 0.00% | 0.02% | 22,080 | 22,080 | 100.00% | 234,707 | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.01% | 20,363 | 20,363 | 100.00% | 216,459 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.06% | 13,506 | 13,506 | 100.00% | 143,569 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.02% | 13,427 | 13,427 | 100.00% | 143,000 | Jun 30, 2024 |
| PERSONAL CFO SOLUTIONS, LLC | 0.00% | 0.02% | 13,380 | 13,380 | 100.00% | 142,234 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 12,670 | 12,670 | 100.00% | 134,682 | Jun 30, 2024 |
| COLUMBIA ADVISORY PARTNERS LLC | 0.00% | 0.13% | 12,602 | 12,602 | 100.00% | 133,959 | Jun 30, 2024 |
| WEDMONT PRIVATE CAPITAL | 0.00% | 0.01% | 12,177 | 12,177 | 100.00% | 136,874 | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | 0.00% | 0.02% | 11,647 | 11,647 | 100.00% | 123,808 | Jun 30, 2024 |
| VISTA WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 11,472 | 11,472 | 100.00% | 121,951 | Jun 30, 2024 |
| MARCUM WEALTH, LLC | 0.00% | 0.01% | 11,112 | 11,112 | 100.00% | 118,119 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | 0.01% | 8,648 | 8,648 | 100.00% | 91,928 | Jun 30, 2024 |
| 0.00% | 0.02% | 3,517 | 3,517 | 100.00% | 37,386 | Jun 30, 2024 | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 2,257 | 2,257 | 100.00% | 23,984 | Jun 30, 2024 |
| 0.00% | 0.01% | 2,059 | 2,059 | 100.00% | 21,887 | Jun 30, 2024 | |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 1,559 | 1,559 | 100.00% | 16,572 | Jun 30, 2024 |
| BANK & TRUST CO | 0.00% | 0.01% | 1,420 | 1,420 | 100.00% | 15,095 | Jun 30, 2024 |
| SWAN CAPITAL LLC | 0.00% | 0.01% | 1,394 | 1,394 | 100.00% | 14,818 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.01% | 1,025 | 1,025 | 100.00% | 10,894 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 808 | 808 | 100.00% | 8,590 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 802 | 802 | 100.00% | 8,526 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 784 | 784 | 100.00% | 8,334 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 771 | 771 | 100.00% | 8,196 | Jun 30, 2024 |
| CULTIVAR CAPITAL, INC. | 0.00% | 0.01% | 629 | 629 | 100.00% | 6,687 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 562 | 562 | 100.00% | 5,975 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 507 | 507 | 100.00% | 5,389 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.00% | 501 | 501 | 100.00% | 5,327 | Jun 30, 2024 |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | - | 0.00% | 463 | 463 | 100.00% | 4,921 | Jun 30, 2024 |
| FIRST FOUNDATION ADVISORS | - | 0.00% | 425 | 425 | 100.00% | 4,517 | Jun 30, 2024 |
| LYNX INVESTMENT ADVISORY | - | 0.00% | 421 | 421 | 100.00% | 4,470,000 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 138 | 138 | 100.00% | 1,468 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 114 | 114 | 100.00% | 1,212 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 101 | 101 | 100.00% | 1,074 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | - | 0.00% | 94 | 94 | 100.00% | 1,000 | Jun 30, 2024 |
| OLISTICO WEALTH, LLC | - | 0.00% | 58 | 58 | 100.00% | 617 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 54 | 54 | 100.00% | 1,000 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 48 | 48 | 100.00% | 573 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | - | 0.00% | 42 | 42 | 100.00% | 446 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | - | 24 | 24 | 100.00% | 255 | Jun 30, 2024 |
| - | 0.00% | 24 | 24 | 100.00% | 255 | Jun 30, 2024 | |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 20 | 20 | 100.00% | 213 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | - | 16 | 16 | 100.00% | 170 | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | - | - | 6 | 6 | 100.00% | 64 | Jun 30, 2024 |
Viatris's largest new institutional shareholder by number of shares is NORGES BANK, purchased 12.65M shares, valued at $134.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SLATE PATH CAPITAL LP | - | - | - | -10,798,000 | -100.00% | - | Jun 30, 2024 |
| BOONE CAPITAL MANAGEMENT LLC | - | - | - | -1,133,591 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -850,885 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -685,599 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -540,504 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -429,963 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -322,692 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -313,709 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -312,205 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -302,289 | -100.00% | - | Jun 30, 2024 |
| CUMBERLAND PARTNERS LTD | - | - | - | -235,250 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | - | - | - | -228,914 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -187,500 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -170,700 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -164,391 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -152,924 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -145,000 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -125,494 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -121,168 | -100.00% | - | Jun 30, 2024 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | - | - | - | -120,329 | -100.00% | - | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | - | - | - | -120,329 | -100.00% | - | Jun 30, 2024 |
| HIGHVISTA STRATEGIES LLC | - | - | - | -102,600 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -97,216 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -90,082 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -72,556 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -66,500 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -63,783 | -100.00% | - | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -63,249 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -48,386 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -46,508 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -45,036 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -40,480 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -39,879 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -37,776 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -36,594 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -30,957 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -30,600 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -27,562 | -100.00% | - | Jun 30, 2024 |
| GATEWAY INVESTMENT ADVISERS LLC | - | - | - | -26,857 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -25,034 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -21,419 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -20,664 | -100.00% | - | Jun 30, 2024 |
| BOXWOOD VENTURES, INC. | - | - | - | -18,304 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -18,063 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -17,911 | -100.00% | - | Jun 30, 2024 |
| TCW GROUP INC | - | - | - | -17,287 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -15,530 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -15,319 | -100.00% | - | Jun 30, 2024 |
| BARD FINANCIAL SERVICES, INC. | - | - | - | -14,825 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -14,458 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | - | - | - | -14,385 | -100.00% | - | Jun 30, 2024 |
| PATTON FUND MANAGEMENT, INC. | - | - | - | -13,815 | -100.00% | - | Jun 30, 2024 |
| PRINCIPLE WEALTH PARTNERS LLC | - | - | - | -12,424 | -100.00% | - | Jun 30, 2024 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | - | - | - | -11,782 | -100.00% | - | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | - | - | - | -11,713 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -11,421 | -100.00% | - | Jun 30, 2024 |
| FORT, L.P. | - | - | - | -10,682 | -100.00% | - | Jun 30, 2024 |
| CAMPION ASSET MANAGEMENT | - | - | - | -10,438 | -100.00% | - | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -10,288 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -10,246 | -100.00% | - | Jun 30, 2024 |
| LEGACY FINANCIAL ADVISORS, INC. | - | - | - | -10,084 | -100.00% | - | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -9,914 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -7,625 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -6,725 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -6,456 | -100.00% | - | Jun 30, 2024 |
| CANTON HATHAWAY, LLC | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -5,100 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -3,722 | -100.00% | - | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | - | -3,559 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -2,896 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -1,401 | -100.00% | - | Jun 30, 2024 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | - | - | - | -566 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -496 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -486 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -353 | -100.00% | - | Jun 30, 2024 |
| PALISADE ASSET MANAGEMENT, LLC | - | - | - | -290 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -257 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -257 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -213 | -100.00% | - | Jun 30, 2024 |
| ACIMA PRIVATE WEALTH, LLC | - | - | - | -124 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -124 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| FIRST UNITED BANK & TRUST | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -47 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| SANCTUARY WEALTH MANAGEMENT, L.L.C. | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Viatris's largest sold out institutional shareholder by shares sold is SLATE PATH CAPITAL LP, sold -10.80M shares, valued at -, as of undefined.
Viatris Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SELECTED AMERICAN SHARES INC | 9.66% | 6,011,130 | - | - | Dec 31, 2023 |
| Clipper Funds Trust | 8.13% | 3,029,340 | - | - | Dec 31, 2023 |
| DAVIS NEW YORK VENTURE FUND INC | 7.94% | 21,242,660 | -721,370 | -3.28% | Jan 31, 2024 |
| DAVIS VARIABLE ACCOUNT FUND INC | 6.41% | 350,590 | - | - | Dec 31, 2023 |
| Davis Fundamental ETF Trust | 5.34% | 2,383,434 | -55,510 | -2.28% | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 3.39% | 1,735,000 | - | - | Mar 31, 2024 |
| SEI Exchange Traded Funds | 3.24% | 45,600 | 4,337 | 10.51% | Dec 31, 2023 |
| DAVIS SERIES INC | 3.11% | 3,582,560 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 2.60% | 11,030,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.59% | 1,350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.77% | 925,000 | - | - | Mar 31, 2024 |
| DAVIS SERIES INC | 1.67% | 1,925,000 | - | - | Dec 31, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 1.43% | 730,000 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 1.21% | 1,507,690 | -46,884 | -3.02% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.06% | 715,393 | -165,768 | -18.81% | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 1.00% | 1,170,018 | - | - | Mar 28, 2024 |
| MFS SERIES TRUST XI | 0.94% | 4,473,606 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.80% | 2,445,496 | -7,074 | -0.29% | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 0.78% | 8,692,690 | -7,175 | -0.08% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.74% | 2,883,159 | -212,688 | -6.87% | Jan 31, 2024 |
| Invesco Exchange Fund | 0.67% | 2,960 | - | - | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.62% | 53,000 | -7,000 | -11.67% | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.61% | 19,383 | -4,433 | -18.61% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.51% | 116,489 | -5,800 | -4.74% | Jan 31, 2024 |
| Pacer Funds Trust | 0.47% | 21,923,272 | 5,414,923 | 32.80% | Jan 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.40% | 327,000 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.38% | 700,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.37% | 309,000 | - | - | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.37% | 14,605,483 | -311,123 | -2.09% | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.37% | 304,000 | - | - | Mar 31, 2024 |
| Index Funds | 0.37% | 3,112 | -61 | -1.92% | Mar 31, 2024 |
| THOMPSON IM FUNDS INC | 0.37% | 5,850,000 | 5,850,000 | - | Feb 29, 2024 |
| American Beacon Institutional Funds Trust | 0.35% | 730,000 | - | - | Jan 31, 2024 |
| Natixis Funds Trust IV | 0.35% | 109,000 | 66,000 | 153.49% | Jan 31, 2024 |
| GEORGE PUTNAM BALANCED FUND | 0.34% | 2,820,000 | - | - | Jan 31, 2024 |
| BULLFINCH FUND INC | 0.33% | 5,350 | - | - | Jan 31, 2024 |
| ULTRA SERIES FUND | 0.33% | 600,000 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.32% | 3,687,889 | -516,998 | -12.30% | Jan 31, 2024 |
| FS Credit Income Fund | 0.29% | 2,289,000 | - | - | Jan 31, 2024 |
| Franklin Investors Securities Trust | 0.29% | 20,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.29% | 476,728 | -229 | -0.05% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.28% | 8,623,975 | -105,838 | -1.21% | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.28% | 16,589 | -1,127 | -6.36% | Jan 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.27% | 79,895,000 | 56,916,000 | 247.69% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.27% | 113,857,032 | -525,255 | -0.46% | Mar 31, 2024 |
| Touchstone ETF Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.25% | 9,027,600 | 109,902 | 1.23% | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.24% | 20,460,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.23% | 2,035,000 | - | - | Mar 28, 2024 |
| Fidelity Merrimack Street Trust | 0.22% | 22,562,000 | 5,054,000 | 28.87% | Feb 29, 2024 |
| ELFUN INCOME FUND | 0.21% | 404,000 | 178,000 | 78.76% | Mar 31, 2024 |
| ELFUN DIVERSIFIED FUND | 0.20% | 158,000 | 75,000 | 90.36% | Mar 31, 2024 |
| T. Rowe Price Inflation Protected Bond Fund, Inc. | 0.20% | 920,000 | - | - | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.20% | 17,704,000 | - | - | Feb 29, 2024 |
| Absolute Shares Trust | 0.20% | 76,039 | -224,807 | -74.72% | Mar 31, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.19% | 8,074,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.19% | 5,000,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.19% | 156,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Fixed Income Series, Inc. | 0.19% | 380,000 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.19% | 15,515,932 | 15,512,674 | 476141.01% | Jan 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.18% | 285,000 | - | - | Mar 28, 2024 |
| ALPS ETF Trust | 0.18% | 2,277,221 | 7,833 | 0.35% | Feb 29, 2024 |
| SHELTON FUNDS | 0.18% | 304,634 | - | - | Feb 29, 2024 |
| Touchstone ETF Trust | 0.17% | 686,000 | - | - | Mar 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.17% | 265,000 | - | - | Feb 29, 2024 |
| Virtus Total Return Fund Inc. | 0.17% | 325,000 | - | - | Feb 29, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.17% | 5,279,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.16% | 546,000 | 291,000 | 114.12% | Jan 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.16% | 11,231,000 | 7,453,000 | 197.27% | Feb 29, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.16% | 59,699 | 2,518 | 4.40% | Mar 31, 2024 |
| TRI-CONTINENTAL CORP | 0.16% | 850,738 | -15,788 | -1.82% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.15% | 1,036,040 | -326,955 | -23.99% | Aug 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.15% | 938,322 | 13,091 | 1.41% | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.15% | 1,664,112 | 1,284,300 | 338.14% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.15% | 750,000 | - | - | Mar 28, 2024 |
| ETFis Series Trust I | 0.15% | 215,000 | 65,000 | 43.33% | Jan 31, 2024 |
| FRANK FUNDS | 0.14% | 120,187 | 24,584 | 25.71% | Mar 31, 2024 |
| Touchstone ETF Trust | 0.14% | 569,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.14% | 4,507,237 | 527,139 | 13.24% | Mar 31, 2024 |
| Securian Funds Trust | 0.14% | 1,400,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.13% | 47,549 | -603 | -1.25% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.13% | 29,136 | - | - | Mar 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.13% | 37,966,000 | 8,231,000 | 27.68% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.13% | 2,733,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.13% | 5,270,000 | - | - | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.12% | 85,939 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.12% | 45,013 | -3,007 | -6.26% | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.11% | 380,000 | 79,000 | 26.25% | Jan 31, 2024 |
| Cambria ETF Trust | 0.11% | 997,293 | 102,589 | 11.47% | Jan 31, 2024 |
| T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. | 0.11% | 8,585,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.10% | 610,000 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.10% | 2,190,000 | - | - | Jan 31, 2024 |
| abrdn Funds | 0.10% | 1,425,000 | - | - | Jan 31, 2024 |
Viatris's largest mutual fund holder by % of total assets is "SELECTED AMERICAN SHARES INC", owning 6.01M shares, compromising 9.66% of its total assets.
Viatris Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 977 | -4.40% |
| 31 Mar, 24 | 1,022 | -0.29% |
| 31 Dec, 23 | 1,025 | 5.56% |
| 30 Sep, 23 | 971 | -2.71% |
| 30 Jun, 23 | 998 | -0.89% |
| 31 Mar, 23 | 1,007 | -1.27% |
| 31 Dec, 22 | 1,020 | 7.37% |
| 30 Sep, 22 | 950 | -4.62% |
| 30 Jun, 22 | 996 | -1.48% |
| 31 Mar, 22 | 1,011 | -5.43% |
| 31 Dec, 21 | 1,069 | 4.60% |
| 30 Sep, 21 | 1,022 | -2.57% |
| 30 Jun, 21 | 1,049 | -6.67% |
| 31 Mar, 21 | 1,124 | -8.99% |
| 31 Dec, 20 | 1,235 | 41066.67% |
| 30 Sep, 20 | 3 | 200.00% |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
As of 30 Jun 24, 977 institutions are holding Viatris's shares, representing a decrease of -4.40% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 917,020,825 | -3.47% |
| 31 Mar, 24 | 949,989,166 | -0.87% |
| 31 Dec, 23 | 958,326,988 | 3.56% |
| 30 Sep, 23 | 925,376,777 | -0.56% |
| 30 Jun, 23 | 930,559,115 | 1.97% |
| 31 Mar, 23 | 912,621,406 | -1.47% |
| 31 Dec, 22 | 926,282,995 | 1.01% |
| 30 Sep, 22 | 917,055,288 | 2.35% |
| 30 Jun, 22 | 896,027,589 | 1.07% |
| 31 Mar, 22 | 886,546,905 | -0.55% |
| 31 Dec, 21 | 891,479,294 | 0.79% |
| 30 Sep, 21 | 884,483,848 | -0.11% |
| 30 Jun, 21 | 885,475,886 | -4.18% |
| 31 Mar, 21 | 924,064,013 | -0.68% |
| 31 Dec, 20 | 930,380,502 | 4939011.86% |
| 30 Sep, 20 | 18,837 | 68.47% |
| 30 Jun, 20 | 11,181 | - |
| 31 Mar, 20 | 11,181 | - |
| 31 Dec, 19 | 11,181 | - |
| 30 Sep, 19 | 11,181 | - |
| 30 Jun, 19 | 11,181 | - |
| 31 Mar, 19 | 11,181 | - |
| 30 Jun, 10 | 700 | 3788.89% |
| 31 Mar, 10 | 18 | - |
Viatris (VTRS) has 917.02M shares outstanding as of 30 Jun 24, down -3.47% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 76.73% | 1.21% |
| 31 Mar, 24 | 79.48% | 1.25% |
| 31 Dec, 23 | 79.84% | 1.34% |
| 30 Sep, 23 | 77.15% | 1.28% |
| 30 Jun, 23 | 77.61% | 1.35% |
| 31 Mar, 23 | 75.89% | 1.30% |
| 31 Dec, 22 | 76.42% | 1.34% |
| 30 Sep, 22 | 75.63% | 1.38% |
| 30 Jun, 22 | 73.91% | 1.38% |
| 31 Mar, 22 | 73.24% | 1.35% |
| 31 Dec, 21 | 73.75% | 1.38% |
| 30 Sep, 21 | 73.14% | 1.36% |
| 30 Jun, 21 | 73.25% | 1.25% |
| 31 Mar, 21 | 76.59% | 1.29% |
| 31 Dec, 20 | 77.05% | 3086944912.50% |
| 30 Sep, 20 | 0.00% | 187188.89% |
| 30 Jun, 20 | 0.00% | 111111.11% |
| 31 Mar, 20 | 0.00% | 111111.11% |
| 31 Dec, 19 | 0.00% | 111111.11% |
| 30 Sep, 19 | 0.00% | 111111.11% |
| 30 Jun, 19 | 0.00% | 111111.11% |
| 31 Mar, 19 | 0.00% | - |
| 30 Jun, 10 | 0.00% | - |
| 31 Mar, 10 | - | - |
As of 30 Jun 24, Viatris is held by 76.73% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 391 | -5.10% |
| 31 Mar, 24 | 412 | 1.73% |
| 31 Dec, 23 | 405 | 1.50% |
| 30 Sep, 23 | 399 | 1.01% |
| 30 Jun, 23 | 395 | -8.56% |
| 31 Mar, 23 | 432 | -4.85% |
| 31 Dec, 22 | 454 | 15.23% |
| 30 Sep, 22 | 394 | -3.67% |
| 30 Jun, 22 | 409 | -3.99% |
| 31 Mar, 22 | 426 | -6.78% |
| 31 Dec, 21 | 457 | 21.54% |
| 30 Sep, 21 | 376 | 0.80% |
| 30 Jun, 21 | 373 | -12.44% |
| 31 Mar, 21 | 426 | -64.11% |
| 31 Dec, 20 | 1,187 | 59250.00% |
| 30 Sep, 20 | 2 | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
391 institutional shareholders have increased their position in VTRS stock as of 30 Jun 24 compared to 412 in the previous quarter (a -5.10% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 370 | -8.87% |
| 31 Mar, 24 | 406 | -4.02% |
| 31 Dec, 23 | 423 | 17.50% |
| 30 Sep, 23 | 360 | -9.77% |
| 30 Jun, 23 | 399 | 3.64% |
| 31 Mar, 23 | 385 | -6.10% |
| 31 Dec, 22 | 410 | 10.81% |
| 30 Sep, 22 | 370 | -9.76% |
| 30 Jun, 22 | 410 | -0.73% |
| 31 Mar, 22 | 413 | -5.06% |
| 31 Dec, 21 | 435 | -4.61% |
| 30 Sep, 21 | 456 | -13.31% |
| 30 Jun, 21 | 526 | -3.84% |
| 31 Mar, 21 | 547 | 27250.00% |
| 31 Dec, 20 | 2 | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
370 institutional shareholders have reduced their position in VTRS stock as of 30 Jun 24 compared to 406 in the previous quarter (a -8.87% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 977 | -4.40% | 917,020,825 | -3.47% | 76.73% | 1.21% | 391 | -5.10% | 370 | -8.87% |
| 31 Mar, 24 | 1,022 | -0.29% | 949,989,166 | -0.87% | 79.48% | 1.25% | 412 | 1.73% | 406 | -4.02% |
| 31 Dec, 23 | 1,025 | 5.56% | 958,326,988 | 3.56% | 79.84% | 1.34% | 405 | 1.50% | 423 | 17.50% |
| 30 Sep, 23 | 971 | -2.71% | 925,376,777 | -0.56% | 77.15% | 1.28% | 399 | 1.01% | 360 | -9.77% |
| 30 Jun, 23 | 998 | -0.89% | 930,559,115 | 1.97% | 77.61% | 1.35% | 395 | -8.56% | 399 | 3.64% |
| 31 Mar, 23 | 1,007 | -1.27% | 912,621,406 | -1.47% | 75.89% | 1.30% | 432 | -4.85% | 385 | -6.10% |
| 31 Dec, 22 | 1,020 | 7.37% | 926,282,995 | 1.01% | 76.42% | 1.34% | 454 | 15.23% | 410 | 10.81% |
| 30 Sep, 22 | 950 | -4.62% | 917,055,288 | 2.35% | 75.63% | 1.38% | 394 | -3.67% | 370 | -9.76% |
| 30 Jun, 22 | 996 | -1.48% | 896,027,589 | 1.07% | 73.91% | 1.38% | 409 | -3.99% | 410 | -0.73% |
| 31 Mar, 22 | 1,011 | -5.43% | 886,546,905 | -0.55% | 73.24% | 1.35% | 426 | -6.78% | 413 | -5.06% |
| 31 Dec, 21 | 1,069 | 4.60% | 891,479,294 | 0.79% | 73.75% | 1.38% | 457 | 21.54% | 435 | -4.61% |
| 30 Sep, 21 | 1,022 | -2.57% | 884,483,848 | -0.11% | 73.14% | 1.36% | 376 | 0.80% | 456 | -13.31% |
| 30 Jun, 21 | 1,049 | -6.67% | 885,475,886 | -4.18% | 73.25% | 1.25% | 373 | -12.44% | 526 | -3.84% |
| 31 Mar, 21 | 1,124 | -8.99% | 924,064,013 | -0.68% | 76.59% | 1.29% | 426 | -64.11% | 547 | 27250.00% |
| 31 Dec, 20 | 1,235 | 41066.67% | 930,380,502 | 4939011.86% | 77.05% | 3086944912.50% | 1,187 | 59250.00% | 2 | - |
| 30 Sep, 20 | 3 | 200.00% | 18,837 | 68.47% | 0.00% | 187188.89% | 2 | - | - | - |
| 30 Jun, 20 | 1 | - | 11,181 | - | 0.00% | 111111.11% | - | - | - | - |
| 31 Mar, 20 | 1 | - | 11,181 | - | 0.00% | 111111.11% | - | - | - | - |
| 31 Dec, 19 | 1 | - | 11,181 | - | 0.00% | 111111.11% | - | - | - | - |
| 30 Sep, 19 | 1 | - | 11,181 | - | 0.00% | 111111.11% | - | - | - | - |
| 30 Jun, 19 | 1 | - | 11,181 | - | 0.00% | 111111.11% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 11,181 | - | 0.00% | - | 1 | - | - | - |
| 30 Jun, 10 | 1 | - | 700 | 3788.89% | 0.00% | - | 1 | - | - | - |
| 31 Mar, 10 | 1 | - | 18 | - | - | - | 1 | - | - | - |
Viatris Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Viatris's stock was made by Malik Rajiv on Jun 17 2024, selling 85,660 shares at $10.52 per share (valued at $900.74K).
Viatris Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 4 | 1 | 400.00% |
| Q1 2024 | 83 | 110 | 75.45% |
| Q4 2023 | 2 | 4 | 50.00% |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 85 | 114 | 74.56% |
| Q4 2022 | 2 | 2 | 100.00% |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 97 | 88 | 110.23% |
| Q4 2021 | 30 | - | - |
| Q3 2021 | 30 | - | - |
| Q2 2021 | 33 | 2 | 1650.00% |
| Q1 2021 | 55 | 83 | 66.27% |
| Q4 2020 | 116 | 1 | 11600.00% |
| Q3 2020 | - | 6 | - |
4 total buy trades, and 1 total sell trades (buy/sell ratio of 4.00%) were made by Viatris's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 8 | - |
| Q4 2023 | - | 2 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 2 | 1 | 200.00% |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 2 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Viatris's stocks.
Viatris Peer Ownership
| Ticker | Company |
|---|---|
| LNTH | Lantheus Holdings, Inc. |
| HCM | HUTCHMED (China) Limited |
| EBS | Emergent BioSolutions Inc. |
| ELAN | Elanco Animal Health Incorporated |
| RDY | Dr. Reddy's Laboratories Limited |
| TLRY | Tilray Brands, Inc. |
| HLN | Haleon plc |
| TAK | Takeda Pharmaceutical Company Limited |
| BHC | Bausch Health Companies Inc. |
| TEVA | Teva Pharmaceutical Industries Limited |
| ZTS | Zoetis Inc. |
| CTLT | Catalent, Inc. |
VTRS Ownership FAQ
Who Owns Viatris?
Viatris is owned by institutional shareholders (76.73%), insiders (0.34%), and public (22.94%). The largest institutional shareholder of Viatris is VANGUARD GROUP INC (11.74% of total shares) and the top mutual fund owner is SELECTED AMERICAN SHARES INC (9.66% of total shares).
Who are the major institutional shareholders of Viatris?
Viatris's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, PRICE T ROWE ASSOCIATES INC /MD/, and PACER ADVISORS, INC.. The top five shareholders own together 32.65% of the company's share outstanding.
How many Viatris shareholders are there?
As of Jun 2024, there are 977 institutional shareholders of Viatris.
What percentage of Viatris is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 140.32M shares of Viatris, representing 11.74% of the company's total shares outstanding, valued at $1.49B (as of Jun 2024).
What percentage of Viatris is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 92.67M shares of Viatris (VTRS), compromising 7.75% of the company, valued at $985.06M.
What percentage of Viatris is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Viatris. The company owns 62.11M of the company's shares outstanding (worth $660.23B).