VEL Velocity Financial, Inc.
Velocity Financial, Inc. (VEL) Institutional Ownership
What the institutions did with VEL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Snow Phipps Group, LLC | 13.4M | 34.3% |
| Allianz Asset Management GmbH | 12.6M | 32.5% |
| Beach Point Capital Management LP | 6.6M | 16.9% |
| BlackRock, Inc. | 1.5M | 3.8% |
| DIMENSIONAL FUND ADVISORS LP | 656.7K | 1.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 505.5K | 1.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 487.0K | 1.3% |
| AMERICAN CENTURY COMPANIES INC | 357.2K | 0.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 272.5K | 0.7% |
| STATE STREET CORP | 249.7K | 0.6% |
| GOLDMAN SACHS GROUP INC | 235.3K | 0.6% |
| D. E. Shaw & Co., Inc. | 124.1K | 0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 123.9K | 0.3% |
| Man Group plc | 116.9K | 0.3% |
| Qube Research & Technologies Ltd | 116.6K | 0.3% |
| MORGAN STANLEY | 102.5K | 0.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 102.2K | 0.3% |
| NORTHERN TRUST CORP | 92.1K | 0.2% |
| TUDOR INVESTMENT CORP ET AL | 91.2K | 0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 89.5K | 0.2% |
| NFJ INVESTMENT GROUP, LLC | 72.6K | 0.2% |
| AQR CAPITAL MANAGEMENT LLC | 71.5K | 0.2% |
| VANGUARD FIDUCIARY TRUST CO | 67.6K | 0.2% |
| Bank of New York Mellon Corp | 55.1K | 0.1% |
| Creative Planning | 54.9K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Reduced | 1.6M | 1.5M | -152.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 123.9K | +123.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 582.6K | 656.7K | +74.2K |
| AMERICAN CENTURY COMPANIES INC | Increased | 285.4K | 357.2K | +71.8K |
| Man Group plc | Increased | 76.4K | 116.9K | +40.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 275.1K | 235.3K | -39.8K |
| D. E. Shaw & Co., Inc. | Increased | 87.7K | 124.1K | +36.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 59.2K | 23.6K | -35.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 66.7K | 102.2K | +35.4K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 33.6K | 0 | -33.6K |
| HSBC HOLDINGS PLC | Reduced | 86.8K | 53.6K | -33.2K |
| TUDOR INVESTMENT CORP ET AL | Increased | 58.9K | 91.2K | +32.3K |
| STATE STREET CORP | Increased | 218.1K | 249.7K | +31.6K |
| Beach Point Capital Management LP | Increased | 6.6M | 6.6M | +23.9K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 27.7K | 51.4K | +23.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 249.5K | 272.5K | +23.0K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Increased | 482.7K | 505.5K | +22.8K |
| Squarepoint Ops LLC | New | 0 | 21.2K | +21.2K |
| Russell Investments Group, Ltd. | Increased | 9.6K | 29.3K | +19.7K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 17.1K | 0 | -17.1K |
| VOYA INVESTMENT MANAGEMENT LLC | Sold Out | 17.0K | 0 | -17.0K |
| CITADEL ADVISORS LLC | Increased | 39.1K | 54.0K | +15.0K |
| MORGAN STANLEY | Increased | 88.5K | 102.5K | +14.1K |
| HRT FINANCIAL LP | Sold Out | 14.1K | 0 | -14.1K |
| Yorktown Management & Research Co Inc | Sold Out | 13.0K | 0 | -13.0K |
| R Squared Ltd | Sold Out | 12.8K | 0 | -12.8K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 58.9K | 71.5K | +12.6K |
| Brevan Howard Capital Management LP | New | 0 | 12.3K | +12.3K |
| NORTHERN TRUST CORP | Increased | 80.7K | 92.1K | +11.5K |
| BARCLAYS PLC | Reduced | 13.8K | 3.0K | -10.8K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 39.0K | 49.8K | +10.8K |
| Qube Research & Technologies Ltd | Increased | 105.9K | 116.6K | +10.7K |
| ALLIANCEBERNSTEIN L.P. | New | 0 | 10.6K | +10.6K |
| UBS Group AG | Increased | 17.4K | 26.7K | +9.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 31.2K | 23.2K | -8.0K |
| Empowered Funds, LLC | Reduced | 29.2K | 21.2K | -8.0K |
| JPMORGAN CHASE & CO | Increased | 36.8K | 43.8K | +7.0K |
| Trexquant Investment LP | Increased | 24.3K | 31.2K | +7.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 480.7K | 487.0K | +6.4K |
| WELLS FARGO & COMPANY/MN | Increased | 8.6K | 14.1K | +5.5K |
| SIMPLEX TRADING, LLC | New | 0 | 5.5K | +5.5K |
| CITIGROUP INC | Increased | 1.8K | 7.0K | +5.2K |
| Bank of New York Mellon Corp | Increased | 50.9K | 55.1K | +4.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 85.4K | 89.5K | +4.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 36.3K | 33.2K | -3.1K |
| Quantinno Capital Management LP | Increased | 35.2K | 38.2K | +3.0K |
| DEUTSCHE BANK AG\ | Increased | 9.3K | 12.1K | +2.7K |
| XTX Topco Ltd | Reduced | 38.0K | 35.3K | -2.7K |
| Police & Firemen's Retirement System of New Jersey | Increased | 2.0K | 4.5K | +2.5K |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 69.4K | 67.6K | -1.8K |
| FIRST TRUST ADVISORS LP | Increased | 31.2K | 32.7K | +1.4K |
| ROYAL BANK OF CANADA | Increased | 133 | 1.5K | +1.4K |
| RHUMBLINE ADVISERS | Increased | 12.7K | 14.0K | +1.3K |
| PNC FINANCIAL SERVICES GROUP, INC. | New | 0 | 1.3K | +1.3K |
| Versant Capital Management, Inc | Reduced | 1.3K | 41 | -1.2K |
| MetLife Investment Management, LLC | Increased | 7.6K | 8.5K | +956 |
| Creative Planning | Increased | 53.9K | 54.9K | +955 |
| Nuveen, LLC | Reduced | 15.0K | 14.3K | -713 |
| Arax Advisory Partners | New | 0 | 603 | +603 |
| Tower Research Capital LLC (TRC) | Reduced | 1.2K | 645 | -530 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.