VICTORY CAP HLDGS INC VCTR
COM CL A · Common Stock · CUSIP 92645B103
American asset management company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersBrooklyn, OH
- Founded1894
- 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 ($5.2m this quarter). Holder counts are more reliable. Shares outstanding: 65.0m as of 2024-10-31, 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 ≈ $65.44. Options: 3 managers hold calls ($484.4k notional), 2 hold puts ($386.2k).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 125 |
| Q4 2022 | 155 |
| Q1 2023 | 176 |
| Q2 2023 | 177 |
| Q3 2023 | 187 |
| Q4 2023 | 215 |
| Q1 2024 | 229 |
| Q2 2024 | 235 |
| Q3 2024 | 241 |
| Q4 2024 | 276 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 113 | 57 |
| Q2 2023 | 97 | 74 |
| Q3 2023 | 111 | 62 |
| Q4 2023 | 120 | 72 |
| Q1 2024 | 129 | 90 |
| Q2 2024 | 127 | 114 |
| Q3 2024 | 122 | 113 |
| Q4 2024 | 145 | 96 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $130.6k | $109.6k | 0.84 |
| Q2 2024 | $538.6k | $147.7k | 0.27 |
| Q3 2024 | $869.7k | $282.5k | 0.32 |
| Q4 2024 | $484.4k | $386.2k | 0.80 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +458.5k |
| BlackRock, Inc. | Added | +219.2k |
| TimesSquare Capital Management, LLC | Added | +166.3k |
| Bahl & Gaynor LLC | Added | +153.5k |
| Annex Advisory Services, LLC | Added | +148.8k |
| ROYCE & ASSOCIATES LP | Added | +138.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +128.5k |
| LAZARD ASSET MANAGEMENT LLC | Added | +113.8k |
| BANK OF MONTREAL /CAN/ | Added | +85.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +85.3k |
Biggest sellers
| Crestview Partners II GP, L.P. | Reduced | -4.0m |
| JPMORGAN CHASE & CO | Reduced | -506.5k |
| F/m Investments LLC | Reduced | -174.7k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Reduced | -162.8k |
| KESTREL INVESTMENT MANAGEMENT CORP | Sold out | -136.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -133.4k |
| Bank of New York Mellon Corp | Reduced | -133.0k |
| ALTA FOX CAPITAL MANAGEMENT, LLC | Sold out | -126.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -124.5k |
| Van Berkom & Associates Inc. | Reduced | -110.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $294.6k4.5k shares |
| CITADEL ADVISORS LLC | Reduced | $189.8k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $386.2k5.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 2026-10-27 | 11.3% |
Fell to 5% or below in the last year: Crestview Partners II GP, L.P. (3.2%, 2026-08-14), Capital World Investors (3.8%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2024
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 |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 1 | $414.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $11.8m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Crestview Partners II GP, L.P. 84.42% of their portfolio | 7.6m $498.5m | Reduced -4.0m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.0m $259.6m | Added +79.2k |
| BlackRock, Inc. 0.00% of their portfolio | 3.7m $244.0m | Added +219.2k |
| Capital World Investors 0.03% of their portfolio | 3.2m $211.5m | Added +11.7k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 2.0m $131.7m | Added +31.9k |
| Van Berkom & Associates Inc. 3.53% of their portfolio | 1.8m $118.7m | Reduced -110.9k |
| Bahl & Gaynor LLC 0.54% of their portfolio | 1.6m $101.9m | Added +153.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.4m $94.2m | Added +458.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $93.3m | Added +33.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.32% of their portfolio | 1.3m $83.7m | Reduced -680 |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $79.3m | Added +47.9k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 1.2m $76.8m | Reduced -74.8k |
| Granahan Investment Management, LLC 3.10% of their portfolio | 1.1m $74.2m | Reduced -16.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $68.4m | Added +7.8k |
| TimesSquare Capital Management, LLC 0.93% of their portfolio | 976.2k $63.9m | Added +166.3k |
| Swedbank AB 0.06% of their portfolio | 700.0k $45.8m | Reduced -50.0k |
| Impax Asset Management Group plc 0.19% of their portfolio | 625.0k $40.9m | Reduced -50.0k |
| Invesco Ltd. 0.01% of their portfolio | 576.9k $37.8m | Added +17.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 492.0k $32.2m | Added +37.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 481.3k $31.5m | Reduced -43.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 436.1k $28.5m | Reduced -133.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 435.8k $28.5m | Added +23.5k |
| MORGAN STANLEY 0.00% of their portfolio | 391.7k $25.6m | Reduced -26.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 360.6k $23.6m | Reduced -7.8k |
| Mariner, LLC 0.04% of their portfolio | 320.8k $21.0m | Reduced -1.4k |
| Cambria Investment Management, L.P. 1.21% of their portfolio | 304.9k $20.0m | Added +10.3k |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 278.7k $18.2m | Added +138.7k |
| JB CAPITAL PARTNERS LP 3.49% of their portfolio | 276.8k $18.1m | Unchanged |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.01% of their portfolio | 264.6k $17.3m | Reduced -162.8k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 261.8k $17.1m | Added +20.0k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 254.9k $16.7m | Added +4.0k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.10% of their portfolio | 250.5k $16.4m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 239.3k $15.7m | Reduced -506.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 182.3k $11.9m | Reduced -39.5k |
| Annex Advisory Services, LLC 0.34% of their portfolio | 173.6k $11.4m | Added +148.8k |
| Pembroke Management, LTD 1.30% of their portfolio | 159.8k $10.5m | Added +48.0k |
| Brandywine Global Investment Management, LLC 0.08% of their portfolio | 159.3k $10.4m | Reduced -7.4k |
| RBF Capital, LLC 0.51% of their portfolio | 149.1k $9.8m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 144.4k $9.4m | Reduced -2.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 141.8k $9.3m | Added +128.5k |
| ALPS ADVISORS INC 0.06% of their portfolio | 141.3k $9.2m | Added +21.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 137.3k $9.0m | Reduced -28.1k |
| Gator Capital Management, LLC 3.23% of their portfolio | 130.8k $8.6m | Reduced -200 |
| Clark Capital Management Group, Inc. 0.06% of their portfolio | 129.3k $8.5m | Added +65.6k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 128.8k $8.4m | Added +85.4k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 125.9k $8.2m | Added +113.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 123.7k $8.1m | Added +23.0k |
| Keeley-Teton Advisors, LLC 0.92% of their portfolio | 121.0k $7.9m | Reduced -8.2k |
| ARGENT CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 119.8k $7.8m | Added +11.1k |
| Steamboat Capital Partners, LLC 2.36% of their portfolio | 116.9k $7.7m | Reduced -2.4k |
| F/m Investments LLC 0.26% of their portfolio | 107.5k $7.0m | Reduced -174.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 99.6k $6.5m | First filing |
| SEI INVESTMENTS CO 0.01% of their portfolio | 97.2k $6.4m | Reduced -7.1k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 89.3k $5.8m | Reduced -16.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 89.0k $5.8m | Added +25.2k |
| Kendall Capital Management 1.70% of their portfolio | 88.7k $5.8m | Reduced -4.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 85.3k $5.6m | New |
| BARCLAYS PLC 0.00% of their portfolio | 84.4k $5.5m | Reduced -14.9k |
| FMR LLC 0.00% of their portfolio | 83.0k $5.4m | Added +81.7k |
| Swiss National Bank 0.00% of their portfolio | 83.0k $5.4m | Added +800 |
| Richard Bernstein Advisors LLC 0.12% of their portfolio | 82.9k $5.4m | Unchanged |
| MOODY NATIONAL BANK TRUST DIVISION 0.55% of their portfolio | 80.9k $5.3m | Unchanged |
| Global IMC LLC 0.94% of their portfolio | 80.4k $5.3m | Added +51 |
| Aptus Capital Advisors, LLC 0.06% of their portfolio | 80.1k $5.2m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 78.6k $5.1m | Added +34.0k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 75.5k $4.9m | Added +22.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 72.0k $4.7m | Added +5.9k |
| DANSKE BANK A/S 0.01% of their portfolio | 69.1k $4.5m | Added +14.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 64.6k $4.2m | Added +43.4k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 59.3k $3.1m | Added +52.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 58.3k $3.8m | Reduced -2.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 58.3k $3.8m | First filing |
| Man Group plc 0.01% of their portfolio | 57.3k $3.7m | Reduced -392 |
| Informed Momentum Co LLC 0.52% of their portfolio | 56.3k $3.7m | Reduced -1.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 55.1k $3.6m | Added +971 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 53.3k $3.5m | Added +600 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 52.8k $3.5m | Added +5.2k |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.51% of their portfolio | 51.2k $3.3m | Added +9.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 49.3k $3.2m | Added +3.5k |
| Empowered Funds, LLC 0.05% of their portfolio | 49.1k $3.2m | Added +11.3k |
| Creative Planning 0.00% of their portfolio | 48.9k $3.2m | Added +40.3k |
| Moran Wealth Management, LLC 0.10% of their portfolio | 48.7k $3.2m | New |
| Legal & General Group Plc 0.00% of their portfolio | 48.1k $3.1m | Added +9.8k |
| CITIGROUP INC 0.00% of their portfolio | 47.4k $3.1m | Reduced -2.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 44.8k $2.9m | Reduced -133.4k |
| HANTZ FINANCIAL SERVICES, INC. 0.05% of their portfolio | 43.0k $2.8m | Reduced -821 |
| Livforsakringsbolaget Skandia, Omsesidigt 0.15% of their portfolio | 42.5k $2.8m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 42.1k $2.8m | Unchanged |
| DENALI ADVISORS LLC 0.29% of their portfolio | 42.1k $2.8m | Added +14.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 40.3k $2.6m | Added +5.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.3k $2.6m | Reduced -427 |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 39.3k $2.6m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 38.6k $2.5m | Reduced -78.6k |
| Alberta Investment Management Corp 0.02% of their portfolio | 38.3k $2.5m | Unchanged |
| DAYMARK WEALTH PARTNERS, LLC 0.11% of their portfolio | 38.0k $2.5m | Reduced -500 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.36% of their portfolio | 37.4k $2.4m | Reduced -21.4k |
| Bard Financial Services, Inc. 0.28% of their portfolio | 36.0k $2.4m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 35.9k $2.3m | Added +13.3k |
| SEIZERT CAPITAL PARTNERS, LLC 0.10% of their portfolio | 35.1k $2.3m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 32.8k $2.1m | Added +7.7k |