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 ($25.5m this quarter). Holder counts are more reliable. Shares outstanding: 96.2m as of 2024-11-01, 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 ≈ $79.19. Options: 10 managers hold calls ($28.3m notional), 12 hold puts ($54.6m).
Trends to Q3 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 |
| Q3 2024 | 425 |
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 |
| Q3 2024 | 184 | 230 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $29.5m | $29.9m | 1.01 |
| Q1 2024 | $33.5m | $28.2m | 0.84 |
| Q2 2024 | $17.1m | $12.3m | 0.72 |
| Q3 2024 | $28.3m | $54.6m | 1.93 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.3m |
| Bank of New York Mellon Corp | Added | +607.2k |
| FMR LLC | Added | +592.5k |
| Alyeska Investment Group, L.P. | New | +538.6k |
| Woodline Partners LP | New | +448.3k |
| Leeward Investments, LLC - MA | New | +243.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +170.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +165.2k |
| FIRST TRUST ADVISORS LP | Added | +156.0k |
| Boston Partners | Added | +120.8k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -790.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -603.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -574.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -327.4k |
| Thrivent Financial for Lutherans | Reduced | -314.8k |
| Nuveen Asset Management, LLC | Reduced | -250.8k |
| Invesco Ltd. | Reduced | -236.4k |
| ALGEBRIS (UK) LTD | Sold out | -221.1k |
| MORGAN STANLEY | Reduced | -178.5k |
| AMERIPRISE FINANCIAL INC | Reduced | -161.1k |
Biggest calls
| JPMORGAN CHASE & CO | Unchanged | $7.3m91.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.3m79.0k shares |
| SIMPLEX TRADING, LLC | Added | $4.5m57.3k shares |
| JANE STREET GROUP, LLC | Added | $3.5m44.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.5m31.2k shares |
| Twin Tree Management, LP | New | $1.8m22.5k shares |
| GROUP ONE TRADING LLC | Added | $1.1m14.4k shares |
| Walleye Trading LLC | New | $847.7k10.7k shares |
| PEAK6 Investments LLC | New | $427.8k5.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.3m244.1k shares |
| Twin Tree Management, LP | New | $8.5m107.7k shares |
| DEUTSCHE BANK AG\ | New | $7.9m100.0k shares |
| JPMORGAN CHASE & CO | Unchanged | $7.3m91.8k shares |
| SIMPLEX TRADING, LLC | Added | $4.4m56.1k shares |
| CITADEL ADVISORS LLC | Added | $3.1m38.6k shares |
| Fulcrum Asset Management LLP | Reduced | $1.4m23.9k shares |
| CenterStar Asset Management, LLC | New | $919.0k11.6k shares |
| Walleye Trading LLC | New | $768.4k9.7k shares |
| Walleye Capital LLC | Reduced | $546.6k6.9k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2024 | 0 | — | 1 | $1.0m | $1.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-30 | O'Neill Francis G. See Remarks | Bought | $10.6k142 shares |
| 2024-09-16 | Keshavan Santhosh Officer | Sold plan | $356.3k4.7k shares |
| 2024-09-11 | Keshavan Santhosh Officer | Sold plan | $684.2k9.4k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 11.6m $922.1m | Added +94.2k |
| BlackRock, Inc. 0.02% of their portfolio | 9.6m $763.1m | First filing |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 6.6m $522.2m | Reduced -790.7k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 5.8m $466.2m | Reduced -160.7k |
| Bank of New York Mellon Corp 0.08% of their portfolio | 5.6m $443.3m | Added +607.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 4.7m $370.8m | Added +2.3m |
| PZENA INVESTMENT MANAGEMENT LLC 0.94% of their portfolio | 3.7m $291.6m | Reduced -2.9k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 3.4m $266.5m | Reduced -161.1k |
| STATE STREET CORP 0.01% of their portfolio | 3.3m $260.5m | Reduced -11.0k |
| Boston Partners 0.29% of their portfolio | 3.1m $242.1m | Added +120.8k |
| FMR LLC 0.01% of their portfolio | 2.9m $228.5m | Added +592.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 2.7m $212.2m | Added +38.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.2m $175.9m | Added +165.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $131.7m | Reduced -7.7k |
| NORGES BANK 0.02% of their portfolio | 1.4m $110.7m | Added +49.7k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 1.3m $102.1m | Added +66.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.2m $98.6m | Reduced -178.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.2m $92.4m | Reduced -95.0k |
| FIL Ltd 0.08% of their portfolio | 1.1m $89.2m | Added +7.1k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 1.1m $85.5m | Reduced -20.5k |
| GW&K Investment Management, LLC 0.68% of their portfolio | 1.0m $79.6m | Reduced -15.7k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 940.2k $74.5m | Added +156.0k |
| Impax Asset Management Group plc 0.24% of their portfolio | 767.2k $60.8m | Reduced -63.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 755.7k $59.9m | Reduced -574.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 660.5k $52.3m | Reduced -12.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 592.9k $47.0m | Reduced -603.8k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 564.6k $44.7m | Added +25.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 548.9k $43.5m | Reduced -48.0k |
| Alyeska Investment Group, L.P. 0.22% of their portfolio | 538.6k $42.7m | New |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 503.1k $39.4m | Reduced -148.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 465.7k $36.9m | Reduced -250.8k |
| Aristotle Capital Boston, LLC 1.22% of their portfolio | 464.8k $36.8m | Reduced -11.8k |
| Woodline Partners LP 0.30% of their portfolio | 448.3k $35.5m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 439.0k $34.8m | Added +1.1k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 398.7k $31.6m | Reduced -121.5k |
| Invesco Ltd. 0.01% of their portfolio | 385.0k $30.5m | Reduced -236.4k |
| UBS Group AG 0.01% of their portfolio | 383.2k $30.4m | Added +10.8k |
| Gillson Capital LP 2.70% of their portfolio | 375.0k $29.7m | Added +94.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 316.4k $25.1m | Added +34.4k |
| Retirement Systems of Alabama 0.08% of their portfolio | 272.3k $21.6m | Added +20.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 270.8k $21.5m | Reduced -8.1k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 263.9k $20.9m | Reduced -31.8k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 247.5k $19.6m | Reduced -314.8k |
| Leeward Investments, LLC - MA 0.89% of their portfolio | 243.2k $19.3m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 228.4k $18.1m | Added +45.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 227.8k $18.0m | Reduced -107.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 220.9k $17.5m | Reduced -39.1k |
| Legal & General Group Plc 0.00% of their portfolio | 216.8k $17.2m | Reduced -159.7k |
| Amundi 0.01% of their portfolio | 198.9k $15.6m | Reduced -74.7k |
| Swiss National Bank 0.01% of their portfolio | 196.7k $15.6m | Reduced -3.2k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 193.6k $14.9m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 187.9k $14.9m | Added +4.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 174.4k $13.8m | Reduced -327.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 170.3k $13.5m | New |
| PROSPECTOR PARTNERS LLC 1.35% of their portfolio | 159.4k $12.6m | Added +43.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 152.8k $12.1m | Reduced -4.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 145.6k $11.5m | Reduced -14.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 142.9k $11.3m | Reduced -9.3k |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 141.5k $161.2k | Added +2 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 133.1k $10.5m | Reduced -11.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 131.3k $10.4m | Added +101.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 126.1k $10.0m | Reduced -415 |
| M&G PLC 0.05% of their portfolio | 123.2k $9.7m | Added +5.5k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 121.7k $9.6m | Reduced -71.8k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 119.4k $9.5m | Added +320 |
| Man Group plc 0.03% of their portfolio | 116.4k $9.2m | Reduced -57.1k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 116.3k $9.2m | Reduced -11.1k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 115.4k $9.1m | Added +13.1k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.46% of their portfolio | 112.9k $8.9m | New |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 106.9k $8.5m | Added +9.6k |
| Advisors Preferred, LLC 1.21% of their portfolio | 101.2k $7.9m | Added +66.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 100.6k $8.0m | Reduced -13.2k |
| Holocene Advisors, LP 0.03% of their portfolio | 97.3k $7.7m | Added +23.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 96.1k $7.6m | Reduced -3.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 92.8k $7.3m | Reduced -24.7k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 90.7k $7.2m | Added +75.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 90.1k $7.1m | Added +3.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 89.3k $7.1m | Reduced -45.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 88.4k $7.0m | Reduced -52.1k |
| EASTERLY INVESTMENT PARTNERS LLC 0.54% of their portfolio | 84.9k $6.7m | Reduced -13.7k |
| Bridgewater Associates, LP 0.04% of their portfolio | 84.3k $6.7m | Added +62.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 82.4k $6.5m | Reduced -5.0k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 1.42% of their portfolio | 75.8k $6.0m | Reduced -18 |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 68.1k $5.4m | Reduced -2.0k |
| Verition Fund Management LLC 0.04% of their portfolio | 67.9k $5.4m | Added +23.1k |
| Jump Financial, LLC 0.10% of their portfolio | 63.9k $5.1m | Added +54.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.0k $5.0m | Reduced -85.9k |
| HRT FINANCIAL LP 0.02% of their portfolio | 58.8k $4.7m | Added +35.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 56.9k $4.5m | Added +19.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 53.7k $4.3m | Reduced -4.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 53.1k $4.2m | Reduced -17.0k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 53.1k $4.2m | Added +2.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 52.6k $4.2m | Reduced -92.3k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 52.5k $4.2m | Added +24.5k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 50.9k $4.0m | Reduced -2.2k |
| Boston Common Asset Management, LLC 0.10% of their portfolio | 50.2k $4.0m | Added +50 |
| BARCLAYS PLC 0.00% of their portfolio | 48.9k $3.9m | Added +15.9k |
| Cerity Partners LLC 0.01% of their portfolio | 48.4k $3.8m | Reduced -1.2k |
| ABN AMRO INVESTMENT SOLUTIONS 0.07% of their portfolio | 47.6k $3.8m | Added +57 |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 47.2k $3.7m | Added +192 |