V F CORP VFC
COM · Common Stock · CUSIP 918204108 · ISIN US9182041080
American global apparel & footwear company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.1m this quarter). Holder counts are more reliable. Shares outstanding: 393.1m as of 2026-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.70. Options: 19 managers hold calls ($224.4m notional), 17 hold puts ($418.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 745 |
| Q4 2022 | 748 |
| Q1 2023 | 703 |
| Q2 2023 | 657 |
| Q3 2023 | 626 |
| Q4 2023 | 618 |
| Q1 2024 | 567 |
| Q2 2024 | 512 |
| Q3 2024 | 515 |
| Q4 2024 | 535 |
| Q1 2025 | 566 |
| Q2 2025 | 519 |
| Q3 2025 | 496 |
| Q4 2025 | 512 |
| Q1 2026 | 556 |
| Q2 2026 | 552 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 216 | 277 |
| Q4 2024 | 220 | 254 |
| Q1 2025 | 266 | 260 |
| Q2 2025 | 235 | 310 |
| Q3 2025 | 222 | 249 |
| Q4 2025 | 211 | 228 |
| Q1 2026 | 298 | 190 |
| Q2 2026 | 257 | 251 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $276.1m | $142.5m | 0.52 |
| Q4 2025 | $440.4m | $344.8m | 0.78 |
| Q1 2026 | $236.4m | $420.3m | 1.78 |
| Q2 2026 | $224.4m | $418.5m | 1.86 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +5.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +4.8m |
| AMERICAN CENTURY COMPANIES INC | Added | +3.0m |
| UBS Group AG | Added | +2.5m |
| FMR LLC | Added | +1.9m |
| JUPITER ASSET MANAGEMENT LTD | New | +1.9m |
| Squarepoint Ops LLC | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| Broad Bay Capital Management, LP | Added | +1.3m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
Biggest sellers
| Dodge & Cox | Reduced | -10.6m |
| CITADEL ADVISORS LLC | Reduced | -5.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -4.1m |
| Fund 1 Investments, LLC | Sold out | -2.9m |
| Capital World Investors | Sold out | -2.4m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -2.1m |
| PNC Financial Services Group, Inc. | Reduced | -1.6m |
| Point72 Asset Management, L.P. | Sold out | -713.2k |
| WELLS FARGO & COMPANY/MN | Reduced | -695.6k |
| IEQ CAPITAL, LLC | Reduced | -533.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.8m5.2m shares |
| Great Hill Capital LLC | Added | $58.5m3.9m shares |
| IMC-Chicago, LLC | Added | $16.3m978.5k shares |
| JANE STREET GROUP, LLC | Added | $13.0m779.7k shares |
| GROUP ONE TRADING LLC | Reduced | $10.6m637.7k shares |
| UBS Group AG | Reduced | $8.9m533.2k shares |
| SIMPLEX TRADING, LLC | Added | $7.4m445.6k shares |
| Walleye Trading LLC | Added | $6.4m385.8k shares |
| CITADEL ADVISORS LLC | Reduced | $5.9m353.6k shares |
| Point72 Asset Management, L.P. | Added | $3.0m181.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $140.5m8.4m shares |
| Walleye Trading LLC | Added | $67.4m4.0m shares |
| JANE STREET GROUP, LLC | Added | $60.9m3.7m shares |
| UBS Group AG | Reduced | $59.3m3.6m shares |
| GROUP ONE TRADING LLC | Added | $36.4m2.2m shares |
| CITADEL ADVISORS LLC | Reduced | $18.4m1.1m shares |
| IMC-Chicago, LLC | Added | $12.1m726.0k shares |
| SIMPLEX TRADING, LLC | Added | $8.4m505.1k shares |
| NOMURA HOLDINGS INC | Unchanged | $8.3m500.0k shares |
| PEAK6 LLC | Reduced | $2.3m138.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. 13G · institution filed 2025-02-07 | 9.7% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.4% |
| M&G Plc 13G · institution +1.3 pts · filed 2026-02-11 | 6.6% |
| DODGE & COX 13G · institution -2.7 pts · filed 2026-08-13 | 5.7% |
| NORTHERN TRUST CORP 13G · institution filed 2025-02-14 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 3 | $2.2m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $142.2k | — |
| Q2 2026 | 1 | $515.1k | 0 | — | — |
| Q3 2026 | 2 | $787.4k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | Carucci Richard Director | Bought | $294.6k20.0k shares |
| 2026-07-31 | Darrell Bracken President & Chief Exec Officer, director | Bought | $492.8k32.9k shares |
| 2026-06-09 | Carucci Richard Director | Bought | $515.1k30.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PNC Financial Services Group, Inc. 0.60% of their portfolio | 72.6m $1.2bn | Reduced -1.6m |
| BlackRock, Inc. 0.01% of their portfolio | 30.6m $510.8m | Added +121.8k |
| M&G PLC 2.19% of their portfolio | 25.8m $439.2m | Added +48.1k |
| Dodge & Cox 0.20% of their portfolio | 22.4m $373.7m | Reduced -10.6m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 19.8m $329.6m | Reduced -312.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 18.4m $306.2m | Added +284.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 16.9m $281.9m | Added +92.4k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 12.2m $200.8m | Reduced -2.1m |
| STATE STREET CORP 0.01% of their portfolio | 11.3m $188.0m | Added +297.2k |
| FMR LLC 0.01% of their portfolio | 10.6m $177.5m | Added +1.9m |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 7.5m $125.0m | Added +3.0m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 7.1m $118.8m | Added +1.1m |
| UBS Group AG 0.02% of their portfolio | 6.9m $114.6m | Added +2.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.3m $104.6m | Added +100.0k |
| MORGAN STANLEY 0.01% of their portfolio | 5.9m $99.2m | Added +926.2k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 5.9m $98.6m | Added +4.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 5.0m $83.6m | New |
| Engaged Capital LLC 23.06% of their portfolio | 4.5m $75.4m | Reduced -157.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.2m $70.4m | Reduced -124.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.9m $64.5m | Added +1.2m |
| NORGES BANK 0.01% of their portfolio | 3.4m $55.9m | Not comparable |
| Dorsal Capital Management, LP 1.95% of their portfolio | 3.2m $54.2m | Added +850.0k |
| Broad Bay Capital Management, LP 5.06% of their portfolio | 3.2m $53.4m | Added +1.3m |
| DEPRINCE RACE & ZOLLO INC 0.89% of their portfolio | 3.2m $52.9m | Added +583.3k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 3.1m $54.2m | Added +184.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $44.4m | Added +1.3m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.5m $42.0m | Reduced -141.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 2.5m $41.6m | Added +192.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.1m $35.5m | Added +34.1k |
| SEGALL BRYANT & HAMILL, LLC 0.38% of their portfolio | 1.9m $31.7m | Added +85.2k |
| JUPITER ASSET MANAGEMENT LTD 0.16% of their portfolio | 1.9m $31.5m | New |
| Quantinno Capital Management LP 0.04% of their portfolio | 1.9m $31.3m | Added +718.8k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 1.8m $30.2m | Added +563.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.8m $29.9m | Reduced -5.1m |
| Squarepoint Ops LLC 0.06% of their portfolio | 1.8m $29.7m | Added +1.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.7m $28.9m | Added +735.7k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 1.7m $28.7m | Added +72.9k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.7m $28.6m | Added +284.9k |
| CITIGROUP INC 0.01% of their portfolio | 1.4m $23.9m | Reduced -187.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.3m $20.9m | Reduced -695.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $20.8m | Added +194.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $20.7m | Added +227.1k |
| Broad Peak Investment Advisers Pte Ltd 3.69% of their portfolio | 1.2m $20.1m | Added +1.0m |
| Man Group plc 0.04% of their portfolio | 1.2m $20.0m | Added +705.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.2m $19.5m | Reduced -45.0k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 1.1m $17.7m | Added +519.1k |
| GROUP ONE TRADING LLC 0.50% of their portfolio | 1.0m $17.4m | Added +24.4k |
| AMG National Trust Bank 0.34% of their portfolio | 978.8k $16.3m | Reduced -4.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 956.3k $16.0m | Reduced -324.4k |
| Walleye Trading LLC 0.21% of their portfolio | 912.4k $15.2m | Reduced -73.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 881.0k $14.7m | Added +7.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 874.4k $14.6m | Added +246.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 859.9k $14.3m | Added +847.4k |
| Nuveen, LLC 0.00% of their portfolio | 855.3k $14.3m | Reduced -44.1k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 842.9k $14.1m | Added +514.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 822.8k $13.7m | Added +10.2k |
| Varenne Capital Partners 2.29% of their portfolio | 820.2k $13.7m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 812.2k $13.5m | Added +334.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 746.5k $12.5m | Added +11.6k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 735.1k $12.3m | Added +297.5k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 721.1k $12.0m | Added +488.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 674.8k $11.3m | New |
| Swiss National Bank 0.01% of their portfolio | 667.4k $11.1m | Added +10.0k |
| IEQ CAPITAL, LLC 0.05% of their portfolio | 660.6k $11.0m | Reduced -533.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 652.2k $11.1m | Added +978 |
| Compass Wealth Management LLC 2.00% of their portfolio | 632.4k $10.5m | Added +13.6k |
| LPL Financial LLC 0.00% of their portfolio | 629.0k $10.5m | Added +33.7k |
| PDT Partners, LLC 0.55% of their portfolio | 627.9k $10.5m | Reduced -55.6k |
| Great Hill Capital LLC 5.01% of their portfolio | 620.5k $10.4m | Added +103.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 619.3k $10.3m | Reduced -27.2k |
| Woodson Capital Management, LP 1.68% of their portfolio | 600.0k $10.0m | Reduced -159.4k |
| Legal & General Group Plc 0.00% of their portfolio | 555.9k $9.3m | Reduced -38.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 551.8k $9.2m | Added +17.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 545.9k $9.1m | Reduced -174.6k |
| QSM Asset Management Ltd 4.36% of their portfolio | 508.0k $8.4m | Added +228.0k |
| Fiduciary Alliance LLC 0.56% of their portfolio | 499.3k $8.3m | Reduced -90.5k |
| Mariner, LLC 0.01% of their portfolio | 484.2k $8.1m | Reduced -192.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 465.6k $7.8m | Added +336.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 453.7k $7.6m | Reduced -203.7k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 447.0k $7.5m | Added +198.4k |
| Intesa Sanpaolo S.p.A. 0.26% of their portfolio | 437.0k $7.3m | Reduced -231.3k |
| BARCLAYS PLC 0.00% of their portfolio | 433.3k $7.2m | Added +150.8k |
| ArrowMark Colorado Holdings LLC 0.29% of their portfolio | 424.0k $7.1m | Unchanged |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 411.6k $6.9m | Reduced -56.5k |
| Cerity Partners LLC 0.01% of their portfolio | 403.6k $6.7m | Reduced -145.8k |
| Bayberry Capital Partners LP 2.31% of their portfolio | 402.0k $6.7m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 385.1k $6.4m | Added +1.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 356.6k $5.9m | Added +14.4k |
| Retirement Systems of Alabama 0.02% of their portfolio | 339.9k $5.7m | Reduced -63.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 318.6k $5.3m | Reduced -55.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 318.5k $5.3m | Added +18.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 309.1k $5.2m | Reduced -59.0k |
| UMB Bank, n.a. 0.07% of their portfolio | 308.7k $5.1m | Reduced -116 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 308.6k $5.1m | Reduced -4.2k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 307.2k $5.1m | Added +21.3k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.32% of their portfolio | 300.0k $5.0m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 299.3k $5.0m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 297.0k $5.0m | Added +29.0k |
| Murphy Pohlad Asset Management LLC 1.60% of their portfolio | 276.3k $4.6m | Reduced -850 |
| Graham Capital Management, L.P. 0.12% of their portfolio | 259.2k $4.3m | Added +230.9k |