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VEL

Velocity Financial, Inc.
$18.57 -0.07 (-0.38%) At close · Jul 2
Market Cap
$728.97M
Shares
39,255,281

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 102
Total Value: $715,510,648
Total Shares: 39,552,830
Showing 1–100 of 105 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 102 13F filers
Top Holder
33.8%
Jun 2023 → Mar 2026 · range 33.8% – 38.6%
of institutional value
Top 5
88.3%
Jun 2023 → Mar 2026 · range 86.2% – 94.5%
of institutional value
Top 10
93.6%
Jun 2023 → Mar 2026 · range 91.2% – 98.3%
of institutional value
HHI
2,464
Jun 2023 → Mar 2026 · range 2,453 – 2,952
Moderately concentrated
Showing 100 of 105
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Snow Phipps Group, LLC $241,557,633 33.76% 13,353,103
Large Allianz Asset Management GmbH $228,617,150 31.95% 12,637,764
Small Beach Point Capital Management LP $118,643,482 16.58% 6,558,512
Mega BlackRock, Inc. $29,702,256 4.15% 1,641,916
Mid HBK INVESTMENTS L P $13,341,375 1.86% 737,500
Mega DIMENSIONAL FUND ADVISORS LP $10,538,328 1.47% 582,550
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $8,732,314 1.22% 482,715
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,694,994 1.22% 480,652
Mega AMERICAN CENTURY COMPANIES INC $5,162,325 0.72% 285,369
Mega GOLDMAN SACHS GROUP INC $4,976,974 0.70% 275,123
Mega GEODE CAPITAL MANAGEMENT, LLC $4,513,454 0.63% 249,500
Mega STATE STREET CORP $3,946,243 0.55% 218,145
Large NOMURA HOLDINGS INC $2,035,125 0.28% 112,500
Large Qube Research & Technologies Ltd $1,915,025 0.27% 105,861
Mega MORGAN STANLEY $1,600,058 0.22% 88,450
Mega D. E. Shaw & Co., Inc. $1,587,108 0.22% 87,734
Mega HSBC HOLDINGS PLC $1,569,307 0.22% 86,750
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,544,886 0.22% 85,400
Mega NORTHERN TRUST CORP Bank $1,459,103 0.20% 80,658
Large Man Group plc $1,381,750 0.19% 76,382
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,345,896 0.19% 74,400
Mid NFJ INVESTMENT GROUP, LLC $1,313,532 0.18% 72,611
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,255,138 0.18% 69,383
Large TUDOR INVESTMENT CORP ET AL $1,177,659 0.16% 65,100
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,071,506 0.15% 59,232
Mega AQR CAPITAL MANAGEMENT LLC $1,065,607 0.15% 58,906
Large TUDOR INVESTMENT CORP ET AL $1,065,537 0.15% 58,902
Large Creative Planning $975,014 0.14% 53,898
Mega Bank of New York Mellon Corp Bank $920,219 0.13% 50,869
Large Mariner, LLC $769,078 0.11% 42,514
Mega CITADEL ADVISORS LLC $706,794 0.10% 39,071
Mega BNP PARIBAS ARBITRAGE, SA $706,197 0.10% 39,038
Mid XTX Topco Ltd $687,166 0.10% 37,986
Mega JPMORGAN CHASE & CO $665,078 0.09% 36,765
Mega BANK OF AMERICA CORP /DE/ Bank $656,721 0.09% 36,303
Large Quantinno Capital Management LP $637,563 0.09% 35,244
Mega MILLENNIUM MANAGEMENT LLC $608,095 0.08% 33,615
Mega FIRST TRUST ADVISORS LP $564,950 0.08% 31,230
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $563,811 0.08% 31,167
Large Empowered Funds, LLC $527,667 0.07% 29,169
Large ALPS ADVISORS INC $514,606 0.07% 28,447
Large RENAISSANCE TECHNOLOGIES LLC $501,093 0.07% 27,700
Mega CITADEL ADVISORS LLC $463,104 0.06% 25,600
Large Trexquant Investment LP $438,899 0.06% 24,262
Mid Campbell & CO Investment Adviser LLC $358,109 0.05% 19,796
Mid PDT Partners, LLC $356,698 0.05% 19,718
Mega UBS Group AG $315,344 0.04% 17,432
Mega TWO SIGMA INVESTMENTS, LP $310,134 0.04% 17,144
Large VOYA INVESTMENT MANAGEMENT LLC $307,819 0.04% 17,016
Mega Nuveen, LLC $271,475 0.04% 15,007
Large HRT FINANCIAL LP $254,200 0.04% 14,052
Mega BARCLAYS PLC $249,804 0.03% 13,809
Small Yorktown Management & Research Co Inc $235,170 0.03% 13,000
Small R Squared Ltd $231,624 0.03% 12,804
Mega RHUMBLINE ADVISERS $230,231 0.03% 12,727
Mid Sterling Capital Management LLC $201,215 0.03% 11,123
Large Russell Investments Group, Ltd. $172,994 0.02% 9,563
Mega DEUTSCHE BANK AG\ Bank $169,014 0.02% 9,343
Mega WELLS FARGO & COMPANY/MN $155,230 0.02% 8,581
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $142,223 0.02% 7,862
Large MetLife Investment Management, LLC $136,832 0.02% 7,564
Mega FMR LLC $125,670 0.02% 6,947
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $98,481 0.01% 5,444
Mega Vanguard Global Advisers, LLC $73,029 0.01% 4,037
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $70,080 0.01% 3,874
Large CWM, LLC $64,653 0.01% 3,574
Small Beach Point Capital Management LP $57,417 0.01% 3,174
Large Police & Firemen's Retirement System of New Jersey Pension $36,559 0.01% 2,021
Mega CITIGROUP INC $32,488 0.00% 1,796
Mid Tower Research Capital LLC (TRC) $21,255 0.00% 1,175
Mid Ameritas Investment Partners, Inc. $20,694 0.00% 1,144
Mid HARBOR CAPITAL ADVISORS, INC. $18,885 0.00% 1,044
Mega Legal & General Group Plc $18,506 0.00% 1,023
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,215 0.00% 620
Mid Allworth Financial LP $4,703 0.00% 260
Small Essential Partners LLC $4,703 0.00% 260
Mid GAMMA Investing LLC $4,106 0.00% 227
Large US BANCORP \DE\ Bank $4,052 0.00% 224
Large FEDERATED HERMES, INC. $3,636 0.00% 201
Mega ROYAL BANK OF CANADA Bank $2,405 0.00% 133
Mid Optiver Holding B.V. $1,953 0.00% 108
Mid IFP Advisors, Inc $1,917 0.00% 106
Micro Cornerstone Planning Group LLC $1,917 0.00% 106
Mid EverSource Wealth Advisors, LLC $1,881 0.00% 104
Large NISA INVESTMENT ADVISORS, LLC $1,809 0.00% 100
Mid SIGNATUREFD, LLC $1,664 0.00% 92
Large FIFTH THIRD BANCORP Bank $1,501 0.00% 83
Small Covestor Ltd $1,067 0.00% 59
Mid ROTHSCHILD INVESTMENT LLC $1,049 0.00% 58
Small Versant Capital Management, Inc $756 0.00% 41
Mid Advisory Services Network, LLC $651 0.00% 36
Micro Rialto Wealth Management, LLC $542 0.00% 30
Micro Bell Investment Advisors, Inc $524 0.00% 29
Micro Bare Financial Services, Inc $506 0.00% 28
Micro True Wealth Design, LLC $325 0.00% 18
Mid MAI Capital Management $307 0.00% 17
Small Trust Co Bank $307 0.00% 17
Mid Farther Finance Advisors, LLC $307 0.00% 17
Micro Kilter Group LLC $271 0.00% 15
Large OSAIC HOLDINGS, INC. $253 0.00% 14
Key facts CIK 1692376 CUSIP 92262D101 13F (30d) 1 filings 1 filers Visit website Investor relations

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