VEL

VELOCITY FINL INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

VELOCITY FINL INC (VEL) is held by 105 institutional investors with combined holdings of $662M. Major holders include Snow Phipps Group, LLC, Allianz Asset Management , BlackRock, Inc. (BLK).

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Institutional Holders

105

Total Value

$661.9M

Ownership %

83.4%

🔄 Quarter-over-Quarter Changes

Q3 2025 → Q4 2025

Fund	Current Shares	Previous Shares	Change	% Change
Beach Point Capital Management LP	952.1K	5.4M	-4,425,351	-82.3%
DIMENSIONAL FUND ADVISORS LP	502.0K	—	+502.0K	NEW
ADAGE CAPITAL PARTNERS GP, L.L.C.	450.0K	—	+450.0K	NEW
GEODE CAPITAL MANAGEMENT, LLC	242.6K	—	+242.6K	NEW
AMERICAN CENTURY COMPANIES INC	232.8K	—	+232.8K	NEW
STATE STREET CORP (STT, STT-PG)	207.9K	—	+207.9K	NEW
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD)	173.1K	—	+173.1K	NEW
Qube Research & Technologies Ltd	131.8K	—	+131.8K	NEW
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)	105.5K	—	+105.5K	NEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	98.3K	—	+98.3K	NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	87.6K	—	+87.6K	NEW
NORTHERN TRUST CORP (NTRS, NTRSO)	77.3K	—	+77.3K	NEW
VANGUARD GROUP INC	554.6K	479.1K	+75.4K	+15.7%
AQR CAPITAL MANAGEMENT LLC	75.1K	—	+75.1K	NEW
NFJ INVESTMENT GROUP, LLC	72.6K	—	+72.6K	NEW
MILLENNIUM MANAGEMENT LLC	68.7K	—	+68.7K	NEW
Creative Planning	57.0K	—	+57.0K	NEW
Nuveen, LLC	56.2K	—	+56.2K	NEW
GSA CAPITAL PARTNERS LLP	50.9K	—	+50.9K	NEW
Bank of New York Mellon Corp (BK, BK-PK)	48.8K	—	+48.8K	NEW