Institutional Ownership Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV). We have compiled data on the 1,219 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27
shares
|
$8,043
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
27
shares
|
$8,043
0.0% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
27
shares
|
$8,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
27
shares
|
$8,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
25
shares
|
$7,447
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
25
shares
|
$7,447
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
25
shares
|
$7,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
25
shares
|
$7,447
0.0% of portfolio
|
Q4 2023
Reduced 58.33%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
24
shares
|
$7,149
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
24
shares
|
$7,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
24
shares
|
$7,149
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
24
shares
|
$7,149
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
24
shares
|
$7,149
0.01% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
23
shares
|
$6,851
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$6,851
0.0% of portfolio
|
Q4 2024
Reduced 43.9%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
23
shares
|
$6,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
23
shares
|
$6,851
0.0% of portfolio
|
Q2 2025
Added 130.0%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
22
shares
|
$6,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21
shares
|
$6,256
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
21
shares
|
$6,256
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
21
shares
|
$6,256
0.0% of portfolio
|
Q2 2025
Added 2000.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$5,958
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$5,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$5,958
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
20
shares
|
$5,958
0.0% of portfolio
|
Q1 2025
New holding
|