VOYA FINANCIAL INC VOYA
COM · Common Stock · CUSIP 929089100 · ISIN US9290891004
Rebranded Dutch financial organization
* 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 ($27.6m this quarter). Holder counts are more reliable. Shares outstanding: 100.7m as of 2024-04-29, 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 ≈ $73.88. Options: 13 managers hold calls ($33.5m notional), 10 hold puts ($28.2m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 386 |
| Q4 2022 | 415 |
| Q1 2023 | 400 |
| Q2 2023 | 367 |
| Q3 2023 | 383 |
| Q4 2023 | 394 |
| Q1 2024 | 396 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 189 | 177 |
| Q1 2023 | 185 | 210 |
| Q2 2023 | 118 | 239 |
| Q3 2023 | 172 | 165 |
| Q4 2023 | 155 | 190 |
| Q1 2024 | 180 | 198 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $15.3m | $30.7m | 2.01 |
| Q3 2023 | $22.8m | $21.3m | 0.93 |
| Q4 2023 | $29.5m | $29.9m | 1.01 |
| Q1 2024 | $33.5m | $28.2m | 0.84 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.2m |
| MORGAN STANLEY | Added | +1.6m |
| Boston Partners | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +800.9k |
| VANGUARD GROUP INC | Added | +644.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +573.7k |
| FIRST TRUST ADVISORS LP | Added | +525.4k |
| CITADEL ADVISORS LLC | New | +445.3k |
| FMR LLC | Added | +390.7k |
| Woodline Partners LP | New | +371.1k |
Biggest sellers
| SAMLYN CAPITAL, LLC | Sold out | -3.3m |
| Thrivent Financial for Lutherans | Reduced | -1.6m |
| DekaBank Deutsche Girozentrale | Reduced | -1.4m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| Bank of New York Mellon Corp | Reduced | -626.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -386.0k |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | -274.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -241.7k |
| FIL Ltd | Reduced | -201.9k |
| Balyasny Asset Management L.P. | Sold out | -185.6k |
Biggest calls
| JPMORGAN CHASE & CO | Unchanged | $11.1m150.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m87.2k shares |
| CITADEL ADVISORS LLC | Reduced | $5.3m71.6k shares |
| JANE STREET GROUP, LLC | Added | $2.9m38.7k shares |
| SIMPLEX TRADING, LLC | Added | $2.7m37.1k shares |
| Portman Square Capital LLP | Unchanged | $1.8m24.5k shares |
| Walleye Trading LLC | Reduced | $827.9k11.2k shares |
| CSS LLC/IL | New | $739.2k10.0k shares |
| Walleye Capital LLC | Added | $687.5k9.3k shares |
| GROUP ONE TRADING LLC | Added | $391.8k5.3k shares |
Biggest puts
| JPMORGAN CHASE & CO | Unchanged | $11.1m150.0k shares |
| Portman Square Capital LLP | Unchanged | $9.6m129.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m39.2k shares |
| CITADEL ADVISORS LLC | Added | $1.7m22.8k shares |
| Walleye Capital LLC | Reduced | $1.2m15.6k shares |
| PEAK6 Investments LLC | New | $924.0k12.5k shares |
| Walleye Trading LLC | Reduced | $547.0k7.4k shares |
| WOLVERINE TRADING, LLC | New | $310.5k4.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $29.0k400 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 filed 2025-04-17 | 9.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +1.1 pts · filed 2025-11-14 | 7.0% |
| Bank of New York Mellon Corp 13G · institution +0.3 pts · filed 2026-07-29 | 6.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.3%, 2026-08-13), FMR LLC (1.3%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 5 | $1.8m | — |
| Q1 2023 | 0 | — | 5 | $24.5m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $151.3k | — |
| Q4 2023 | 0 | — | 2 | $5.1m | — |
| Q1 2024 | 0 | — | 3 | $7.3m | $438.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-21 | MARTIN RODNEY O JR Director | Sold | $6.8m99.2k shares |
| 2024-02-21 | Ogle Trevor Officer | Sold plan | $438.1k6.3k shares |
| 2024-02-21 | Oh Tony D Officer | Sold | $35.4k516 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 11.1m $818.1m | Added +644.2k |
| BlackRock Inc. 0.02% of their portfolio | 10.9m $804.6m | Added +113.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 7.4m $545.4m | Added +23.9k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 5.9m $437.2m | Added +15.0k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 5.2m $387.1m | Reduced -626.2k |
| MORGAN STANLEY 0.01% of their portfolio | 4.6m $339.6m | Added +1.6m |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 4.3m $316.1m | Added +70.7k |
| PZENA INVESTMENT MANAGEMENT LLC 0.96% of their portfolio | 3.8m $279.5m | Reduced -478 |
| STATE STREET CORP 0.01% of their portfolio | 3.4m $249.3m | Reduced -75.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 2.7m $196.5m | Reduced -177.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.6m $190.9m | Reduced -1.1m |
| Boston Partners 0.22% of their portfolio | 2.5m $186.3m | Added +1.2m |
| FMR LLC 0.01% of their portfolio | 2.4m $175.5m | Added +390.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.4m $175.1m | Added +2.2m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.8m $133.5m | Reduced -241.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $120.8m | Added +46.4k |
| FIL Ltd 0.11% of their portfolio | 1.6m $115.7m | Reduced -201.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.5m $112.0m | Added +800.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $99.0m | Reduced -386.0k |
| NORGES BANK 0.02% of their portfolio | 1.3m $96.6m | Added +199.6k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 1.2m $86.1m | Reduced -98.2k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 1.2m $85.1m | Added +115.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $85.1m | Reduced -155.9k |
| Impax Asset Management Group plc 0.29% of their portfolio | 1.0m $77.1m | Reduced -8.2k |
| GW&K Investment Management, LLC 0.65% of their portfolio | 1.0m $74.1m | Reduced -16.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 903.7k $66.8m | Reduced -107.7k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 697.0k $51.5m | Added +573.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 677.8k $50.1m | Reduced -3.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 620.6k $45.9m | Reduced -89.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 620.1k $45.8m | Added +525.4k |
| Employees Retirement System of Texas 0.49% of their portfolio | 604.0k $44.6m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 556.2k $41.1m | Added +131.0k |
| Thrivent Financial for Lutherans 0.08% of their portfolio | 524.6k $38.8m | Reduced -1.6m |
| Aristotle Capital Boston, LLC 1.15% of their portfolio | 512.4k $37.9m | Reduced -181 |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 503.0k $37.2m | Added +286.7k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 445.3k $32.9m | New |
| Legal & General Group Plc 0.01% of their portfolio | 437.3k $32.3m | Reduced -11.6k |
| UBS Group AG 0.01% of their portfolio | 435.9k $32.2m | Added +115.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 387.4k $28.6m | Added +4.2k |
| Prana Capital Management, LP 1.25% of their portfolio | 376.0k $27.8m | Added +218.9k |
| Woodline Partners LP 0.25% of their portfolio | 371.1k $27.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 340.0k $25.1m | Added +335.8k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 323.4k $23.9m | Added +9.6k |
| ALGEBRIS (UK) LTD 4.19% of their portfolio | 302.4k $20.7m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 280.5k $20.7m | Reduced -15.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 275.7k $20.4m | Added +15.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 265.4k $19.6m | Added +22.8k |
| Amundi 0.01% of their portfolio | 261.4k $17.8m | Added +242.4k |
| Retirement Systems of Alabama 0.07% of their portfolio | 256.6k $19.0m | Reduced -1.5k |
| Squarepoint Ops LLC 0.07% of their portfolio | 216.6k $16.0m | Added +199.3k |
| Swiss National Bank 0.01% of their portfolio | 206.2k $15.2m | Reduced -2.3k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 196.3k $14.3m | Reduced -1.4m |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 193.7k $14.3m | Added +27.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 189.1k $14.0m | Reduced -4.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 180.7k $13.4m | Reduced -4.1k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 153.9k $11.4m | Reduced -11.3k |
| Hudson Bay Capital Management LP 0.10% of their portfolio | 150.0k $11.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 149.2k $11.0m | Added +3.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 143.2k $10.6m | Added +29.5k |
| MGO ONE SEVEN LLC 0.54% of their portfolio | 141.5k $10.5m | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 136.3k $10.1m | Reduced -4.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 135.6k $10.0m | Added +5.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 134.4k $9.9m | Reduced -16.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 132.3k $9.8m | Reduced -16.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 132.1k $9.4m | Added +7.5k |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 132.1k $9.8m | Added +13.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 129.1k $9.5m | Added +10.3k |
| Man Group plc 0.02% of their portfolio | 125.0k $9.2m | Added +73.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 120.5k $8.9m | Reduced -39.7k |
| PROSPECTOR PARTNERS LLC 0.98% of their portfolio | 114.9k $8.5m | Added +1.9k |
| Holocene Advisors, LP 0.03% of their portfolio | 106.9k $7.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 104.5k $7.7m | Reduced -6.7k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.45% of their portfolio | 103.6k $7.7m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 103.2k $7.6m | Reduced -8.7k |
| M&G PLC 0.04% of their portfolio | 99.2k $7.3m | First filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 98.2k $7.3m | Reduced -1.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 95.0k $7.0m | Added +41.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 91.1k $6.7m | Added +3.1k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 90.1k $6.7m | Reduced -101 |
| CITIGROUP INC 0.01% of their portfolio | 85.7k $6.3m | Added +19.9k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 83.2k $6.2m | Reduced -988 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 79.4k $5.9m | Reduced -903 |
| CORSAIR CAPITAL MANAGEMENT, L.P. 1.59% of their portfolio | 76.6k $5.7m | Reduced -568 |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 76.3k $5.6m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 73.3k $5.4m | Reduced -59.4k |
| ABN AMRO INVESTMENT SOLUTIONS 0.09% of their portfolio | 70.9k $5.2m | Reduced -48.6k |
| GATEWAY INVESTMENT ADVISERS LLC 0.06% of their portfolio | 69.7k $5.2m | Reduced -29.0k |
| AMALGAMATED BANK 0.04% of their portfolio | 69.3k $5.1m | Reduced -2.7k |
| EASTERLY INVESTMENT PARTNERS LLC 0.37% of their portfolio | 66.0k $4.9m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 59.3k $4.4m | Reduced -4.7k |
| Boston Common Asset Management, LLC 0.10% of their portfolio | 58.1k $4.3m | Reduced -72.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.01% of their portfolio | 57.5k $4.3m | Added +6.8k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 56.5k $4.2m | Reduced -2.3k |
| Eisler Capital (UK) Ltd. 0.51% of their portfolio | 55.9k $4.1m | Added +42.2k |
| BlueMar Capital Management, LLC 6.64% of their portfolio | 53.4k $3.9m | Reduced -35.2k |
| COMERICA BANK 0.02% of their portfolio | 52.4k $3.9m | Reduced -5.3k |
| Empowered Funds, LLC 0.03% of their portfolio | 50.8k $3.8m | Added +40.6k |
| Cerity Partners LLC 0.01% of their portfolio | 49.4k $3.7m | Added +42.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 49.3k $3.6m | Added +2.7k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 49.0k $3.6m | Added +776 |