VICTORIAS SECRET AND CO VSXY
COMMON STOCK · Common Stock · CUSIP 926400102 · ISIN US9264001028
American retailer of lingerie
- SectorConsumer discretionary
- IndustryRetail-Women's Clothing Stores
- HeadquartersReynoldsburg, OH
- Founded1977
- Websitevictoriassecret.com
- FilingsSEC EDGAR
* 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 ($28.3m this quarter). Holder counts are more reliable. Shares outstanding: 79.5m as of 2026-05-29, 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 ≈ $83.47. Options: 14 managers hold calls ($120.6m notional), 15 hold puts ($102.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 253 |
| Q4 2022 | 274 |
| Q1 2023 | 273 |
| Q2 2023 | 234 |
| Q3 2023 | 228 |
| Q4 2023 | 254 |
| Q1 2024 | 252 |
| Q2 2024 | 263 |
| Q3 2024 | 303 |
| Q4 2024 | 344 |
| Q1 2025 | 308 |
| Q2 2025 | 300 |
| Q3 2025 | 305 |
| Q4 2025 | 381 |
| Q1 2026 | 387 |
| Q2 2026 | 436 |
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 | 145 | 134 |
| Q4 2024 | 165 | 147 |
| Q1 2025 | 157 | 179 |
| Q2 2025 | 142 | 155 |
| Q3 2025 | 134 | 153 |
| Q4 2025 | 202 | 148 |
| Q1 2026 | 208 | 161 |
| Q2 2026 | 225 | 194 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $69.2m | $44.6m | 0.64 |
| Q4 2025 | $107.7m | $48.8m | 0.45 |
| Q1 2026 | $88.7m | $30.3m | 0.34 |
| Q2 2026 | $120.6m | $102.7m | 0.85 |
Biggest buyers
| FMR LLC | Added | +3.2m |
| AMERIPRISE FINANCIAL INC | Added | +903.3k |
| JUPITER ASSET MANAGEMENT LTD | New | +884.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +760.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +619.6k |
| WEDGE CAPITAL MANAGEMENT L L P/NC | New | +446.7k |
| Hook Mill Capital Partners, LP | New | +430.8k |
| RENAISSANCE TECHNOLOGIES LLC | New | +394.0k |
| UBS Group AG | Added | +333.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +280.4k |
Biggest sellers
| DME Capital Management, LP | Sold out | -2.3m |
| BBFIT INVESTMENTS PTE LTD | Reduced | -1.4m |
| CITADEL ADVISORS LLC | Reduced | -699.2k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -551.7k |
| J. Goldman & Co LP | Sold out | -485.3k |
| CRAMER ROSENTHAL MCGLYNN LLC | Reduced | -439.9k |
| D. E. Shaw & Co., Inc. | Reduced | -438.4k |
| Qube Research & Technologies Ltd | Reduced | -377.6k |
| Driehaus Capital Management LLC | Reduced | -362.9k |
| JANE STREET GROUP, LLC | Reduced | -305.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $37.6m450.0k shares |
| JANE STREET GROUP, LLC | Added | $25.7m307.6k shares |
| Walleye Trading LLC | Reduced | $18.9m226.8k shares |
| CITADEL ADVISORS LLC | Reduced | $17.6m211.3k shares |
| IMC-Chicago, LLC | Added | $12.0m143.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.8m33.5k shares |
| GROUP ONE TRADING LLC | Reduced | $2.6m30.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.6m19.7k shares |
| Point72 Asset Management, L.P. | Reduced | $784.7k9.4k shares |
| HRT FINANCIAL LP | Reduced | $450.0k5.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.2m397.8k shares |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | $26.1m312.5k shares |
| CITADEL ADVISORS LLC | Added | $15.7m188.3k shares |
| JANE STREET GROUP, LLC | Added | $11.1m132.8k shares |
| IMC-Chicago, LLC | Added | $6.5m78.3k shares |
| Interval Partners, LP | New | $2.7m32.9k shares |
| GROUP ONE TRADING LLC | Added | $2.7m32.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m15.3k shares |
| NOMURA HOLDINGS INC | New | $1.1m13.7k shares |
| TWO SIGMA INVESTMENTS, LP | New | $759.7k9.1k 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 |
|---|---|
| BlackRock, Inc. 13G · institution -1.2 pts · filed 2025-07-17 | 13.7% |
| FMR LLC 13G · institution +3.2 pts · filed 2026-06-05 | 10.9% |
| BBRC INTERNATIONAL PTE LTD 13D · may seek influence -1.8 pts · filed 2026-07-29 | 9.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
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 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $129.6k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-28 | BBRC INTERNATIONAL PTE LTD 10% owner · See Footnote 2 | Sold | $71.2m798.9k shares |
| 2026-07-22 | BBRC INTERNATIONAL PTE LTD 10% owner · See Footnote 1 | Sold | $25.7m289.5k shares |
| 2026-06-26 | BBRC INTERNATIONAL PTE LTD 10% owner · See Footnote 1 | Sold | $24.4m276.2k shares |
| 2026-06-04 | BBRC INTERNATIONAL PTE LTD 10% owner · See Footnote 3 | Sold | $2.2m27.8k shares |
| 2026-06-02 | BBRC INTERNATIONAL PTE LTD 10% owner · See Footnote 3 | Sold | $88.7m1.1m shares |
| 2026-04-02 | JAMES DONNA Director | Bought | $100.6k2.2k shares |
| 2026-04-02 | Sheehan Anne Director | Bought | $29.0k633 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 |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 11.9m $994.1m | Added +52.9k |
| FMR LLC 0.03% of their portfolio | 9.4m $787.7m | Added +3.2m |
| BBFIT INVESTMENTS PTE LTD 67.58% of their portfolio | 8.9m $742.9m | Reduced -1.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.9m $411.5m | Added +280.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.6m $298.0m | Reduced -12.5k |
| STATE STREET CORP 0.01% of their portfolio | 3.1m $255.9m | Added +57.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.1m $176.0m | Added +278.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $176.0m | Added +77.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio | 2.0m $163.9m | Added +619.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.9m $162.2m | Reduced -1.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.39% of their portfolio | 1.7m $143.0m | Added +54.2k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 1.4m $116.1m | Added +55.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.4m $115.2m | Reduced -134.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $110.6m | Added +760.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.3m $105.4m | Added +903.3k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.2m $102.8m | Reduced -292.8k |
| Divisadero Street Capital Management, LP 2.00% of their portfolio | 1.0m $85.6m | Reduced -152.2k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 979.4k $81.8m | Reduced -438.4k |
| JUPITER ASSET MANAGEMENT LTD 0.37% of their portfolio | 884.3k $73.8m | New |
| MORGAN STANLEY 0.00% of their portfolio | 875.8k $73.1m | Added +67.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 814.8k $68.0m | Added +7.5k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 749.6k $62.6m | Reduced -305.3k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 724.2k $59.7m | Reduced -167.2k |
| UBS Group AG 0.01% of their portfolio | 706.4k $59.0m | Added +333.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 695.7k $60.4m | Added +208.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 682.9k $57.0m | Reduced -64.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 646.4k $54.0m | Added +14.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 623.9k $52.1m | Added +93.1k |
| Nuveen, LLC 0.01% of their portfolio | 570.9k $47.7m | Added +144.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 560.6k $46.8m | Added +36.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.32% of their portfolio | 533.1k $44.5m | Added +277.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.72% of their portfolio | 488.0k $40.7m | Reduced -27.8k |
| Squarepoint Ops LLC 0.08% of their portfolio | 476.8k $39.8m | Reduced -32.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 474.8k $39.6m | Reduced -7.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.62% of their portfolio | 446.7k $37.3m | New |
| Driehaus Capital Management LLC 0.21% of their portfolio | 434.2k $36.2m | Reduced -362.9k |
| Hook Mill Capital Partners, LP 3.34% of their portfolio | 430.8k $36.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 420.4k $35.1m | Added +159.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 394.0k $32.9m | New |
| FIL Ltd 0.02% of their portfolio | 371.2k $31.0m | Added +82.0k |
| Baird Financial Group, Inc. 0.04% of their portfolio | 366.8k $30.6m | Reduced -48.8k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 306.1k $25.6m | Added +19.0k |
| Empowered Funds, LLC 0.13% of their portfolio | 297.0k $24.8m | Added +269 |
| MARSHALL WACE, LLP 0.02% of their portfolio | 275.0k $23.0m | Added +173.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 273.4k $22.8m | Reduced -377.6k |
| Invesco Ltd. 0.00% of their portfolio | 256.5k $21.4m | Reduced -32.7k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 251.0k $21.0m | Reduced -20.9k |
| LORD, ABBETT & CO. LLC 0.05% of their portfolio | 200.0k $16.7m | New |
| Ma Investment Partnership, LP 2.97% of their portfolio | 200.0k $16.7m | New |
| Shellback Capital, LP 1.46% of their portfolio | 200.0k $16.7m | Reduced -125.0k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 189.8k $15.8m | Reduced -52.9k |
| Legal & General Group Plc 0.00% of their portfolio | 189.5k $15.8m | Reduced -3.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 185.3k $15.5m | Reduced -29.5k |
| ALGERT GLOBAL LLC 0.18% of their portfolio | 184.1k $15.4m | Reduced -64.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 183.9k $15.4m | Reduced -108.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 181.7k $15.2m | Added +25.1k |
| Handelsbanken Fonder AB 0.04% of their portfolio | 177.3k $14.8m | Added +146.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 176.1k $14.7m | Added +111.1k |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 164.9k $13.8m | Reduced -84.3k |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 163.1k $13.6m | Reduced -700 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 157.1k $13.1m | Reduced -17.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 150.4k $12.6m | Added +32.7k |
| Bridgewater Associates, LP 0.05% of their portfolio | 146.6k $12.2m | Reduced -253.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 143.7k $12.0m | Reduced -154.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.22% of their portfolio | 142.1k $11.9m | Added +124.2k |
| Swiss National Bank 0.01% of their portfolio | 137.3k $11.5m | Reduced -5.6k |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 132.8k $11.1m | Reduced -1.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 122.4k $10.2m | Reduced -32.1k |
| NFJ INVESTMENT GROUP, LLC 0.34% of their portfolio | 119.6k $10.0m | Added +82.9k |
| L & S Advisors Inc 0.99% of their portfolio | 114.9k $9.6m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 110.4k $9.2m | Added +26.7k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 108.8k $9.1m | Reduced -188.8k |
| Tabor Asset Management, LP 2.77% of their portfolio | 108.4k $9.0m | Added +69.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 107.3k $9.0m | Reduced -699.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 107.1k $8.9m | Added +7.2k |
| EVERETT HARRIS & CO /CA/ 0.11% of their portfolio | 106.7k $8.9m | Added +1.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 101.4k $8.5m | Added +36.2k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 97.0k $8.1m | Added +64.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 96.7k $8.1m | Reduced -38.5k |
| BESSEMER GROUP INC 0.01% of their portfolio | 95.3k $8.0m | Added +119 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 95.3k $8.0m | Added +3.6k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.39% of their portfolio | 92.7k $7.7m | Reduced -439.9k |
| Nicholas Investment Partners, LP 0.43% of their portfolio | 90.4k $7.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 88.0k $7.3m | Added +46.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 87.5k $7.3m | Reduced -2.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 86.1k $4.0m | Reduced -1.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 82.0k $6.8m | Reduced -2.3k |
| AXIOM INVESTORS LLC /DE 0.06% of their portfolio | 81.8k $6.8m | New |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 81.4k $6.8m | Added +27.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 81.2k $6.8m | Reduced -2.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 73.2k $6.1m | Reduced -4.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 69.5k $5.8m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 67.8k $5.9m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 67.3k $5.6m | Added +2.6k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 66.3k $5.5m | Reduced -551.7k |
| SaddleRock Capital Management LLC 5.27% of their portfolio | 65.4k $5.5m | Reduced -49.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 64.7k $5.4m | Added +59.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 64.7k $5.4m | New |
| Informed Momentum Co LLC 0.48% of their portfolio | 64.5k $5.4m | New |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 63.6k $5.3m | Added +10.0k |