Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VEL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Snow Phipps Group, LLC | 13.4M | $241.6M | 0.0% | 34.033% | 76.06% |
| 2 | Allianz Asset Management GmbH | 12.6M | $228.6M | 0.0% | 32.210% | 0.25% |
| 3 | Beach Point Capital Management LP | 6.6M | $119.0M | -5.5% | 16.724% | 46.98% |
| 4 | BlackRock, Inc. | 1.6M | $29.7M | -1.8% | 4.185% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 583K | $10.5M | +16.0% | 1.485% | 0.00% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 483K | $8.7M | +7.3% | 1.230% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 481K | $8.7M | β | 1.225% | 0.00% |
| 8 | AMERICAN CENTURY COMPANIES INC | 285K | $5.2M | +22.6% | 0.727% | 0.00% |
| 9 | GOLDMAN SACHS GROUP INC | 275K | $5.0M | +59.0% | 0.701% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 250K | $4.5M | +2.8% | 0.636% | 0.00% |
| 11 | STATE STREET CORP | 218K | $3.9M | +4.9% | 0.556% | 0.00% |
| 12 | TUDOR INVESTMENT CORP ET AL | 124K | $2.2M | +208.4% | 0.316% | 0.01% |
| 13 | Qube Research & Technologies Ltd | 106K | $1.9M | -19.7% | 0.270% | 0.00% |
| 14 | MORGAN STANLEY | 88K | $1.6M | -16.2% | 0.225% | 0.00% |
| 15 | D. E. Shaw & Co., Inc. | 88K | $1.6M | +488.5% | 0.224% | 0.00% |
| 16 | HSBC HOLDINGS PLC | 87K | $1.6M | β | 0.221% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85K | $1.5M | -2.5% | 0.218% | 0.00% |
| 18 | NORTHERN TRUST CORP | 81K | $1.5M | +4.3% | 0.206% | 0.00% |
| 19 | Man Group plc | 76K | $1.4M | β | 0.195% | 0.00% |
| 20 | NFJ INVESTMENT GROUP, LLC | 73K | $1.3M | 0.0% | 0.185% | 0.05% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 69K | $1.3M | β | 0.177% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 67K | $1.2M | β | 0.170% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 65K | $1.2M | +6.3% | 0.165% | 0.00% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59K | $1.1M | -39.7% | 0.151% | 0.00% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 59K | $1.1M | -21.5% | 0.150% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VEL β a direct measure of their conviction.
Filings activity in VEL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new VEL position in Q1 2026
Institutions that fully closed their VEL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 98 | 6.7% | 101.52% | 12.75 pp | $699M | 11% |
| Q4 2025 | 105 | +2.9% | 114.27% | +14.67 pp | $787M | +15% |
| Q3 2025 | 102 | +11% | 99.60% | 1.42 pp | $686M | 1.4% |
| Q2 2025 | 92 | +14% | 101.02% | +6.38 pp | $696M | +6.7% |
| Q1 2025 | 81 | +13% | 94.64% | +1.05 pp | $652M | +1.1% |
| Q4 2024 | 72 | +7.5% | 93.59% | +1.01 pp | $645M | +1.1% |
| Q3 2024 | 67 | +43% | 92.58% | +8.36 pp | $638M | +9.9% |
| Q2 2024 | 47 | β | 84.22% | β | $580M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VEL stock.
Based on Q1 2026 13F filings, institutional ownership of Velocity Financial, Inc. stands at 101.5%, held across 98 reporting institutions.
Snow Phipps Group, LLC is the largest reported institutional holder of VEL, with approximately 13,353,103 shares worth $0.24B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of VEL, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for VEL is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in VEL during Q1 2026, while 23 fully exited. 23 added to existing positions and 59 trimmed.
VEL institutional ownership fell by 12.75 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 94.6% of all reported 13F value in VEL, and the top 25 account for 98.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Velocity Financial, Inc. (VEL) Institutional Ownership