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 ($12.1m this quarter). Holder counts are more reliable. Shares outstanding: 98.3m as of 2024-07-26, 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 ≈ $71.14. Options: 9 managers hold calls ($17.1m notional), 8 hold puts ($12.3m).
Trends to Q2 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 |
| Q2 2024 | 408 |
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 |
| Q2 2024 | 187 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $22.8m | $21.3m | 0.93 |
| Q4 2023 | $29.5m | $29.9m | 1.01 |
| Q1 2024 | $33.5m | $28.2m | 0.84 |
| Q2 2024 | $17.1m | $12.3m | 0.72 |
Biggest buyers
| VANGUARD GROUP INC | Added | +478.7k |
| Boston Partners | Added | +406.9k |
| Gillson Capital LP | New | +280.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +248.8k |
| Qube Research & Technologies Ltd | Added | +215.8k |
| Balyasny Asset Management L.P. | New | +193.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +182.9k |
| FIRST TRUST ADVISORS LP | Added | +164.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +148.8k |
| NOMURA HOLDINGS INC | New | +143.7k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.2m |
| JPMORGAN CHASE & CO | Reduced | -2.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -750.8k |
| BlackRock Inc. | Reduced | -627.9k |
| Employees Retirement System of Texas | Sold out | -604.0k |
| FIL Ltd | Reduced | -446.2k |
| Prana Capital Management, LP | Sold out | -376.0k |
| Woodline Partners LP | Sold out | -371.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -306.8k |
| Bank of New York Mellon Corp | Reduced | -248.6k |
Biggest calls
| JPMORGAN CHASE & CO | Reduced | $6.5m91.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m46.0k shares |
| JANE STREET GROUP, LLC | Reduced | $2.7m38.2k shares |
| CITADEL ADVISORS LLC | Reduced | $2.5m34.5k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $1.2m17.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $611.0k8.6k shares |
| Walleye Capital LLC | Reduced | $277.5k3.9k shares |
| GROUP ONE TRADING LLC | Reduced | $7.1k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| JPMORGAN CHASE & CO | Reduced | $6.5m91.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m22.4k shares |
| Fulcrum Asset Management LLP | First filing | $1.4m24.6k shares |
| Walleye Capital LLC | Reduced | $1.0m14.6k shares |
| CITADEL ADVISORS LLC | Reduced | $939.2k13.2k shares |
| WOLVERINE TRADING, LLC | Added | $768.4k10.8k shares |
| SIMPLEX TRADING, LLC | Added | $35.0k500 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 1 | $159.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-24 | Butler Yvette S. Director | Sold | $159.7k2.2k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 11.5m $821.5m | Added +478.7k |
| BlackRock Inc. 0.02% of their portfolio | 10.3m $729.8m | Reduced -627.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 7.4m $525.2m | Added +3.3k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 5.9m $420.8m | Reduced -949 |
| Bank of New York Mellon Corp 0.07% of their portfolio | 5.0m $354.9m | Reduced -248.6k |
| PZENA INVESTMENT MANAGEMENT LLC 0.92% of their portfolio | 3.7m $262.1m | Reduced -96.4k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 3.5m $250.8m | Reduced -750.8k |
| STATE STREET CORP 0.01% of their portfolio | 3.3m $234.7m | Reduced -73.8k |
| Boston Partners 0.26% of their portfolio | 2.9m $208.7m | Added +406.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 2.6m $187.8m | Reduced -18.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.4m $172.0m | Added +48.8k |
| FMR LLC 0.01% of their portfolio | 2.3m $163.0m | Reduced -82.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.1m $146.2m | Added +248.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $118.8m | Added +35.4k |
| MORGAN STANLEY 0.01% of their portfolio | 1.4m $101.3m | Reduced -3.2m |
| NORGES BANK 0.01% of their portfolio | 1.3m $95.9m | Added +41.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $94.6m | Reduced -185.2k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.3m $89.8m | Added +110.3k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 1.2m $86.9m | Added +69.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $85.1m | Reduced -142.2k |
| FIL Ltd 0.08% of their portfolio | 1.1m $79.6m | Reduced -446.2k |
| LSV ASSET MANAGEMENT 0.17% of their portfolio | 1.1m $78.2m | Reduced -65.1k |
| GW&K Investment Management, LLC 0.66% of their portfolio | 1.0m $72.6m | Added +17.7k |
| Impax Asset Management Group plc 0.24% of their portfolio | 831.0k $59.1m | Reduced -211.7k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 784.3k $55.8m | Added +164.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 716.4k $51.0m | Added +95.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 672.9k $47.9m | Reduced -5.0k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 651.8k $46.4m | Added +148.8k |
| Invesco Ltd. 0.01% of their portfolio | 621.4k $44.2m | Added +65.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 596.8k $42.5m | Reduced -306.8k |
| Thrivent Financial for Lutherans 0.08% of their portfolio | 562.4k $40.0m | Added +37.8k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 539.2k $38.4m | Added +215.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 520.2k $37.0m | Added +74.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 501.8k $35.7m | Reduced -195.2k |
| Aristotle Capital Boston, LLC 1.14% of their portfolio | 476.6k $33.9m | Reduced -35.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 438.0k $31.2m | Reduced -2.1m |
| Legal & General Group Plc 0.01% of their portfolio | 376.5k $26.8m | Reduced -60.8k |
| UBS Group AG 0.01% of their portfolio | 372.4k $26.5m | Reduced -63.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 335.4k $23.9m | Reduced -52.0k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 295.7k $21.0m | Reduced -44.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 282.0k $20.1m | Added +6.3k |
| Gillson Capital LP 1.93% of their portfolio | 280.6k $20.0m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 278.9k $19.8m | Reduced -1.7k |
| Amundi 0.01% of their portfolio | 273.6k $19.6m | Added +12.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 260.0k $18.5m | Reduced -5.5k |
| Retirement Systems of Alabama 0.07% of their portfolio | 251.6k $17.9m | Reduced -5.1k |
| ALGEBRIS (UK) LTD 4.73% of their portfolio | 221.1k $14.7m | Reduced -81.4k |
| Swiss National Bank 0.01% of their portfolio | 199.9k $14.2m | Reduced -6.3k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 193.6k $13.6m | Reduced -2.7k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 193.5k $13.8m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 183.9k $13.1m | Added +3.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 182.9k $13.0m | New |
| Man Group plc 0.03% of their portfolio | 173.5k $12.3m | Added +48.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 160.4k $11.4m | Reduced -33.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 157.3k $11.2m | Added +14.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 152.2k $10.8m | Added +3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 149.0k $10.6m | Added +13.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 145.0k $10.3m | Added +124.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 144.8k $10.3m | Reduced -9.1k |
| NOMURA HOLDINGS INC 0.07% of their portfolio | 143.7k $10.2m | New |
| MGO ONE SEVEN LLC 0.48% of their portfolio | 141.5k $10.1m | Added +28 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 140.5k $10.0m | Added +67.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 134.3k $9.6m | Added +2.0k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 127.4k $9.1m | First filing |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 126.5k $9.0m | Reduced -7.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 125.0k $8.9m | New |
| Trexquant Investment LP 0.13% of their portfolio | 119.1k $8.5m | Added +87.7k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 119.1k $8.5m | Reduced -1.5k |
| M&G PLC 0.05% of their portfolio | 117.7k $8.4m | Added +18.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.5k $8.4m | Reduced -11.6k |
| PROSPECTOR PARTNERS LLC 0.96% of their portfolio | 115.6k $8.2m | Added +740 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 113.8k $8.1m | Reduced -18.3k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 102.3k $7.3m | Added +98.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 99.9k $7.1m | Reduced -4.7k |
| EASTERLY INVESTMENT PARTNERS LLC 0.62% of their portfolio | 98.6k $7.0m | Added +32.6k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 97.3k $6.9m | Added +56.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 87.4k $6.2m | Reduced -3.7k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 86.9k $6.2m | Added +7.5k |
| CITIGROUP INC 0.01% of their portfolio | 80.2k $5.7m | Reduced -5.5k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.91% of their portfolio | 75.8k $5.4m | Reduced -792 |
| Holocene Advisors, LP 0.02% of their portfolio | 74.3k $5.3m | Reduced -32.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 70.2k $5.0m | Reduced -28.0k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 70.1k $5.0m | Reduced -13.1k |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 65.6k $4.7m | Reduced -10.7k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 65.5k $4.7m | New |
| AMALGAMATED BANK 0.04% of their portfolio | 63.1k $4.5m | Reduced -6.2k |
| Engineers Gate Manager LP 0.10% of their portfolio | 61.5k $4.4m | Added +39.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 58.5k $4.2m | Reduced -800 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.01% of their portfolio | 58.3k $4.1m | Added +760 |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 53.5k $3.8m | Added +15.8k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 53.0k $3.8m | Reduced -3.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 51.5k $3.7m | Added +2.2k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 50.9k $3.6m | Added +1.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 50.4k $3.6m | Reduced -44.6k |
| Boston Common Asset Management, LLC 0.09% of their portfolio | 50.2k $3.6m | Reduced -7.9k |
| Aquatic Capital Management LLC 0.13% of their portfolio | 49.6k $3.5m | Added +17.4k |
| Cerity Partners LLC 0.01% of their portfolio | 49.5k $3.5m | Added +143 |
| ABN AMRO INVESTMENT SOLUTIONS 0.06% of their portfolio | 47.5k $3.4m | Reduced -23.4k |
| COMERICA BANK 0.01% of their portfolio | 47.5k $3.4m | Reduced -4.9k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 47.0k $3.3m | Added +2.4k |