Institutional Ownership Victory Capital Holdings, Inc. (VCTR)
This table provides information about the institutional ownership of Victory Capital Holdings, Inc. (VCTR). We have compiled data on the 293 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
103
shares
|
$6,658
0.0% of portfolio
|
Q4 2022
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
102
shares
|
$6,594
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$6,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
97
shares
|
$6,271
0.0% of portfolio
|
Q1 2025
Added 385.0%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
91
shares
|
$5,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
84
shares
|
$5,430
0.0% of portfolio
|
Q1 2025
Added 31.25%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
82
shares
|
$5,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
71
shares
|
$4,590
0.0% of portfolio
|
Q4 2024
Reduced 48.92%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
69
shares
|
$4,460
0.0% of portfolio
|
Q1 2025
Added 263.16%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
60
shares
|
$3,879
0.0% of portfolio
|
Q1 2025
Added 445.45%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$3,879
0.0% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
56
shares
|
$3,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
Motco
|
May 07, 2025 Q1 2025 |
54
shares
|
$3,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
54
shares
|
$3,491
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
44
shares
|
$2,844
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
43
shares
|
$2,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$2,715
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
33
shares
|
$2,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
32
shares
|
$2,068
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$1,810
0.0% of portfolio
|
Q1 2025
Added 154.55%
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
24
shares
|
$1,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
22
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
22
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19
shares
|
$1,228
0.0% of portfolio
|
Q4 2022
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
14
shares
|
$905
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|