Institutional Ownership Veritex Holdings, Inc. (VBTX)
This table provides information about the institutional ownership of Veritex Holdings, Inc. (VBTX). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
436
shares
|
$14,143
0.0% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
425
shares
|
$13,786
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
398
shares
|
$12,911
0.0% of portfolio
|
Q1 2025
Added 111.7%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
366
shares
|
$11,873
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
342
shares
|
$11,094
0.0% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
315
shares
|
$10,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
262
shares
|
$8,499
0.0% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
235
shares
|
$7,623
0.0% of portfolio
|
Q3 2023
Reduced 23.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
222
shares
|
$7,201
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
215
shares
|
$6,974
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
189
shares
|
$6,131
0.0% of portfolio
|
Q2 2023
Added 6.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
162
shares
|
$5,255
0.0% of portfolio
|
Q1 2025
Reduced 54.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
156
shares
|
$5,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
115
shares
|
$3,730
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
97
shares
|
$3,146
0.0% of portfolio
|
Q2 2023
Added 177.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
96
shares
|
$3,114
0.0% of portfolio
|
Q4 2024
Reduced 44.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
82
shares
|
$2,660
0.0% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
68
shares
|
$2,205
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
54
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
Added 58.82%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
53
shares
|
$1,719
0.0% of portfolio
|
Q1 2025
Reduced 63.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
53
shares
|
$1,719
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
50
shares
|
$1,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
44
shares
|
$1,427
0.0% of portfolio
|
Q1 2025
Reduced 78.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
44
shares
|
$1,427
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
39
shares
|
$1,265
0.0% of portfolio
|
Q3 2024
New holding
|