Victory Capital Holdings, Inc. (VCTR) shareholders
VCTRNasdaqInvestment AdviceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 14/3027% above fair value
$125.74−0.64 (-0.51%)
Close on Nov 11, 2026Market cap $7.73BP/E 23.0Yield 1.54%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.4%
49M of 62M shares
Institutional holders
356
68 new, 32 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
|  David C. Brown (In his capacity as a member of the Employee Shareholders Committee) 2    | 8,641,631 | – | 13D (active) amendment | Jul 8, 2024 |
| BlackRock, Inc. | 6,967,697 | 11.30% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Portfolio Management | 3,130,194 | 5.08% | 13G (passive) | Sep 30, 2026 |
| Bahl & Gaynor LLC | 2,762,696 | 5.00% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VCTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,961,189 | 11.32% | $585.16M | −5,785 | 0.01% |
| Bahl & Gaynor Inc | 3,044,278 | 4.95% | $255.90M | +340,047 | 1.18% |
| Amundi | 2,960,024 | 4.81% | $248.82M | −94,900 | 0.06% |
| Vanguard Capital Management LLC | 2,204,819 | 3.58% | $185.34M | −39,706 | 0.00% |
| Crestview Partners II GP, L.P. | 1,995,847 | 3.24% | $167.77M | −2,099,576 | 71.46% |
| Vanguard Portfolio Management LLC | 1,972,454 | 3.21% | $165.80M | −15,095 | 0.01% |
| Capital World Investors | 1,951,467 | 3.17% | $164.04M | −466,197 | 0.02% |
| Dimensional Fund Advisors LP | 1,893,368 | 3.08% | $159.15M | +149,903 | 0.03% |
| State Street Corp | 1,890,321 | 3.07% | $158.90M | +45,918 | 0.00% |
| Van Berkom & Associates Inc. | 1,224,567 | 1.99% | $102.94M | −1,885,149 | 3.32% |
| Geode Capital Management, LLC | 1,197,499 | 1.95% | $100.68M | +30,510 | 0.01% |
| Granahan Investment Management, LLC | 1,015,343 | 1.65% | $85.35M | −71,972 | 3.04% |
| FMR LLC | 1,008,893 | 1.64% | $84.81M | +193,489 | 0.00% |
| American Century Companies Inc | 1,001,129 | 1.63% | $84.15M | +679,865 | 0.04% |
| Franklin Resources Inc | 892,215 | 1.45% | $75.00M | −100,962 | 0.02% |
| Bank Of America Corp /De/ | 819,375 | 1.33% | $68.88M | −188,030 | 0.00% |
| Goldman Sachs Group Inc | 686,893 | 1.12% | $57.74M | +138,718 | 0.01% |
| Lsv Asset Management | 634,200 | 1.03% | $53.31M | −115,400 | 0.10% |
| Charles Schwab Investment Management Inc | 583,036 | 0.95% | $49.01M | −5,415 | 0.01% |
| Annex Advisory Services, LLC | 581,984 | 0.95% | $48.92M | −9,858 | 0.84% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 356 | 49M | 79.4% | 68 / 118 | 119 / 32 | 4M | 7M |
| Q1 2026 | 327 | 52M | 85.0% | 53 / 123 | 97 / 31 | 10M | 5M |
| Q4 2025 | 310 | 52M | 84.4% | 34 / 105 | 120 / 42 | 6M | 5M |
| Q3 2025 | 325 | 51M | 83.2% | 64 / 115 | 97 / 40 | 10M | 11M |
| Q2 2025 | 306 | 52M | 84.3% | 58 / 107 | 98 / 33 | 7M | 2M |
| Q1 2025 | 284 | 48M | 77.3% | 43 / 101 | 90 / 32 | 3M | 2M |
| Q4 2024 | 276 | 47M | 76.9% | 55 / 104 | 77 / 19 | 3M | 7M |
| Q3 2024 | 241 | 51M | 82.3% | 40 / 85 | 80 / 32 | 7M | 3M |
| Q2 2024 | 234 | 50M | 80.5% | 50 / 79 | 73 / 41 | 6M | 6M |
| Q1 2024 | 228 | 50M | 81.3% | 44 / 89 | 60 / 30 | 6M | 3M |
| Q4 2023 | 214 | 48M | 77.5% | 47 / 83 | 55 / 17 | 7M | 11M |
| Q3 2023 | 185 | 51M | 82.9% | 28 / 85 | 45 / 17 | 4M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
309 funds held VCTR in Q2 2026, 57% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of VCTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,787,905 | 4.53% | $234.35M | 0.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,588,783 | 2.58% | $133.55M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,466,900 | 2.38% | $123.31M | 0.13% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,105,448 | 1.80% | $92.92M | 0.11% | Jun 30, 2026 |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 745,032 | 1.21% | $62.63M | 4.30% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 627,428 | 1.02% | $53.05M | 0.20% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 573,004 | 0.93% | $48.17M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 530,519 | 0.86% | $44.60M | 0.05% | Jun 30, 2026 |
| Impax Small Cap Fund | 525,000 | 0.85% | $44.13M | 4.65% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 470,388 | 0.76% | $46.58M | 0.14% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 426,082 | 0.69% | $35.82M | 0.21% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 363,375 | 0.59% | $30.55M | 0.05% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 362,226 | 0.59% | $30.45M | 0.24% | Jun 30, 2026 |
| Capital Group U.S. Small and Mid Cap ETF | 359,741 | 0.58% | $30.42M | 1.09% | May 31, 2026 |
| Franklin Small Cap Value Fund | 315,963 | 0.51% | $31.29M | 0.73% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nina Gupta | Chief Legal Officer | 264,474 | 0.43% | Aug 17, 2026 |
| Mannik S. Dhillon | President Investment Franchise | 324,076 | 0.53% | Aug 17, 2026 |
| David Craig Brown | Chairman and CEO | 2,442,311 | 3.97% | Aug 17, 2026 |
| Thomas Michael Sipp | Executive Vice President | 161,610 | 0.26% | Aug 17, 2026 |
| Michael Dennis Policarpo | President, CFO & CAO | 1,274,887 | 2.07% | Aug 17, 2026 |
| Asset Management SAS Amundi | Director, 10% owner | 3,054,924 | 4.97% | Oct 29, 2026 |
| Amundi | Director, 10% owner | 2,854,924 | 4.64% | Oct 29, 2026 |
| Lawrence Davanzo | Director | 192,658 | 0.31% | Oct 14, 2026 |
| Mary M. Jackson | Director | 7,663 | 0.01% | Oct 14, 2026 |
| Alan Rappaport | Director | 456,262 | 0.74% | Oct 14, 2026 |
| Karin Hirtler-Garvey | Director | 42,119 | 0.07% | Oct 14, 2026 |
| Richard M. Demartini | Director | 947,414 | 1.54% | Oct 14, 2026 |
| Robert V. Delaney Jr. | Director | 1,996,158 | 3.25% | Oct 14, 2026 |
| Crestview Advisors, L.L.C. | Director | 4,116,838 | 6.69% | Oct 14, 2026 |
| Crestview Victory, L.P. | Director | 43,230,902 | 70.28% | Oct 14, 2026 |
| Crestview Partners II GP, L.P. | Director | 1,996,417 | 3.25% | Oct 14, 2026 |
| Nicolas Joseph Calcoen | Director | – | – | Jul 27, 2026 |
| Robert J/Ny Hurst | Director | 444,830 | 0.72% | Jul 14, 2025 |
| Celine Boyer-Chammard | Director | – | – | Apr 9, 2025 |
| Dominique Carrel-Billiard | Director | – | – | Apr 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Amundi Director, 10% owner | Oct 28, 2026 | Returned to company | −100,000 | – | – | 2,854,924 |
| Mary M. Jackson Director | Oct 12, 2026 | Award | +259 | $110.95 | $28.74K | 7,663 |
| Richard M. Demartini Director | Oct 12, 2026 | Award | +326 | $110.95 | $36.17K | 274,389 |
| Lawrence Davanzo Director | Oct 12, 2026 | Award | +259 | $110.95 | $28.74K | 1,846 |
| Alan Rappaport Director | Oct 12, 2026 | Award | +597 | $110.95 | $66.24K | 157,401 |
| Karin Hirtler-Garvey Director | Oct 12, 2026 | Award | +259 | $110.95 | $28.74K | 42,119 |
| Crestview Partners II GP, L.P. Director | Oct 12, 2026 | Award | +259 | $110.95 | $28.74K | 1,996,417 |
| Nina Gupta Chief Legal Officer | Aug 13, 2026 | Option exercise | +19,124 | – | – | 264,474 |
| Nina Gupta Chief Legal Officer | Aug 13, 2026 | Tax withholding | −9,732 | $118.17 | $1.15M | 254,742 |
| David Craig Brown Chairman and CEO | Aug 13, 2026 | Tax withholding | −58,056 | $118.17 | $6.86M | 2,442,311 |
| David Craig Brown Chairman and CEO | Aug 13, 2026 | Option exercise | +147,529 | – | – | 2,500,367 |
| Mannik S. Dhillon President Investment Franchise | Aug 13, 2026 | Option exercise | +16,390 | – | – | 324,076 |
| Mannik S. Dhillon President Investment Franchise | Aug 13, 2026 | Tax withholding | −6,452 | $118.17 | $762.43K | 317,624 |
| Thomas Michael Sipp Executive Vice President | Aug 13, 2026 | Option exercise | +40,982 | – | – | 161,610 |
| Thomas Michael Sipp Executive Vice President | Aug 13, 2026 | Tax withholding | −21,205 | $118.17 | $2.51M | 140,405 |
| Michael Dennis Policarpo President, CFO & CAO | Aug 13, 2026 | Tax withholding | −33,453 | $118.17 | $3.95M | 1,274,887 |
| Michael Dennis Policarpo President, CFO & CAO | Aug 13, 2026 | Option exercise | +73,763 | – | – | 1,308,340 |
| Mannik S. Dhillon President Investment Franchise | Aug 5, 2026 | Tax withholding | −6,452 | $99.97 | $645.01K | 307,686 |
| Mannik S. Dhillon President Investment Franchise | Aug 5, 2026 | Option exercise | +16,390 | – | – | 314,138 |
| Nina Gupta Chief Legal Officer | Aug 5, 2026 | Option exercise | +19,124 | – | – | 255,082 |
| Nina Gupta Chief Legal Officer | Aug 5, 2026 | Tax withholding | −9,732 | $99.97 | $972.91K | 245,350 |
| Michael Dennis Policarpo President, CFO & CAO | Aug 5, 2026 | Option exercise | +73,763 | – | – | 1,268,030 |
| Michael Dennis Policarpo President, CFO & CAO | Aug 5, 2026 | Tax withholding | −33,453 | $99.97 | $3.34M | 1,234,577 |
| Thomas Michael Sipp Executive Vice President | Aug 5, 2026 | Tax withholding | −18,177 | $99.97 | $1.82M | 120,628 |
| Thomas Michael Sipp Executive Vice President | Aug 5, 2026 | Option exercise | +40,982 | – | – | 138,805 |
| David Craig Brown Chairman and CEO | Aug 5, 2026 | Option exercise | +147,529 | – | – | 2,410,894 |
| David Craig Brown Chairman and CEO | Aug 5, 2026 | Tax withholding | −58,056 | $99.97 | $5.80M | 2,352,838 |
| Alan Rappaport Director | Jul 10, 2026 | Award | +718 | $92.24 | $66.23K | 156,804 |
| Mary M. Jackson Director | Jul 10, 2026 | Award | +311 | $92.24 | $28.69K | 7,404 |
| Lawrence Davanzo Director | Jul 10, 2026 | Award | +311 | $92.24 | $28.69K | 1,587 |
| Robert V. Delaney Jr. Director | Jul 10, 2026 | Award | +311 | $92.24 | $28.69K | 1,996,158 |
| Richard M. Demartini Director | Jul 10, 2026 | Award | +392 | $92.24 | $36.16K | 274,063 |
| Karin Hirtler-Garvey Director | Jul 10, 2026 | Award | +311 | $92.24 | $28.69K | 41,860 |
| Thomas Michael Sipp Executive Vice President | Jun 15, 2026 | Returned to company | +5,625 | $85.97 | $483.58K | 97,823 |
| Robert V. Delaney Jr. Director | May 29, 2026 | Other | −2,100,000 | – | – | 1,995,847 |
| Robert V. Delaney Jr. Director | May 29, 2026 | Other | +39,742 | – | – | 491,682 |
| Alan Rappaport Director | Apr 10, 2026 | Award | +977 | $67.79 | $66.23K | 156,086 |
| Karin Hirtler-Garvey Director | Apr 10, 2026 | Award | +424 | $67.79 | $28.74K | 41,549 |
| Lawrence Davanzo Director | Apr 10, 2026 | Award | +424 | $67.79 | $28.74K | 1,276 |
| Richard M. Demartini Director | Apr 10, 2026 | Award | +534 | $67.79 | $36.20K | 273,671 |
| Mary M. Jackson Director | Apr 10, 2026 | Award | +424 | $67.79 | $28.74K | 7,093 |
| Robert V. Delaney Jr. Director | Apr 10, 2026 | Award | +424 | $67.79 | $28.74K | 4,095,847 |
| Amundi Director, 10% owner | Mar 18, 2026 | Returned to company | −100,000 | – | – | 2,954,924 |
| David Craig Brown Chairman and CEO | Mar 15, 2026 | Award | +101,994 | $66.67 | $6.80M | 2,263,365 |
| Mannik S. Dhillon President Investment Franchise | Mar 15, 2026 | Award | +16,499 | $66.67 | $1.10M | 297,748 |
| David Craig Brown Chairman and CEO | Mar 15, 2026 | Tax withholding | −50,457 | $66.67 | $3.36M | 2,161,371 |
| Michael Dennis Policarpo President, CFO & CAO | Mar 15, 2026 | Tax withholding | −28,031 | $66.67 | $1.87M | 1,132,021 |
| Mannik S. Dhillon President Investment Franchise | Mar 15, 2026 | Tax withholding | −7,746 | $66.67 | $516.43K | 281,249 |
| Nina Gupta Chief Legal Officer | Mar 15, 2026 | Award | +26,998 | $66.67 | $1.80M | 235,958 |
| Thomas Michael Sipp Executive Vice President | Mar 15, 2026 | Award | +39,748 | $66.67 | $2.65M | 88,449 |
| Thomas Michael Sipp Executive Vice President | Mar 15, 2026 | Award | +14,999 | $66.67 | $999.98K | 103,448 |
| Nina Gupta Chief Legal Officer | Mar 15, 2026 | Tax withholding | −17,096 | $66.67 | $1.14M | 208,960 |
| Michael Dennis Policarpo President, CFO & CAO | Mar 15, 2026 | Award | +62,246 | $66.67 | $4.15M | 1,194,267 |
| Robert V. Delaney Jr. Director | Jan 12, 2026 | Award | +417 | $68.93 | $28.74K | 4,095,423 |
| Alan Rappaport Director | Jan 12, 2026 | Award | +961 | $68.93 | $66.24K | 155,109 |
| Lawrence Davanzo Director | Jan 12, 2026 | Award | +417 | $68.93 | $28.74K | 852 |
| Karin Hirtler-Garvey Director | Jan 12, 2026 | Award | +417 | $68.93 | $28.74K | 41,125 |
| Richard M. Demartini Director | Jan 12, 2026 | Award | +525 | $68.93 | $36.19K | 273,137 |
| Mary M. Jackson Director | Jan 12, 2026 | Award | +417 | $68.93 | $28.74K | 6,669 |
| Asset Management SAS Amundi Director, 10% owner | Oct 29, 2025 | Returned to company | −150,000 | – | – | 3,054,924 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
134.82%
3M shares short
Days to cover
7.3
At 0M shares a day
Change since last report
+2.5%
From 3M shares
Short volume, 20 days
70.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Victory Capital's stock actually held short. Settlement fails (shares not delivered on time) peaked at 23,027 shares on Oct 8, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| RCP Opp Fund I GP, L.P. Director | Dec 6, 2023 | 30,868 | $1.02M | Dec 6, 2023 | Private Placement |
| David Craig Brown Affiliate | Jul 12, 2023 | 350,000 | $11.73M | Jul 12, 2023 | Stock Award |
| RCP Opp Fund I GP, L.P. Shareholder | Jun 12, 2023 | 70,000 | $2.32M | Jun 12, 2023 | Private Placement |
| Kelly Stevenson Cliff Affiliate | May 11, 2023 | 35,000 | $1.06M | May 11, 2023 | Compensation award |
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