| 4 |
| DAVIS SELECTED ADVISERS |
| 75.2M |
| $1.19B |
| -3.8% |
| 6.460% |
| 5.13% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 54.3M | $862.0M | +0.7% | 4.661% | 0.04% |
| 6 | STATE STREET CORP | 53.1M | $842.7M | +1.6% | 4.557% | 0.01% |
| 7 | Rubric Capital Management LP | 34.2M | $542.6M | +2.0% | 2.934% | 4.98% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 32.8M | $520.1M | +3.0% | 2.817% | 0.03% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 30.0M | $476.0M | -21.8% | 2.574% | 0.09% |
| 10 | Invesco Ltd. | 20.8M | $329.8M | -5.5% | 1.784% | 0.03% |
| 11 | DEERFIELD MANAGEMENT COMPANY, L.P. | 20.2M | $320.9M | 0.0% | 1.735% | 3.35% |
| 12 | AMERIPRISE FINANCIAL INC | 18.8M | $298.8M | -6.0% | 1.616% | 0.06% |
| 13 | MORGAN STANLEY | 15.1M | $240.2M | -6.0% | 1.299% | 0.01% |
| 14 | Bank of New York Mellon Corp | 14.3M | $226.9M | +1.1% | 1.227% | 0.04% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.6M | $215.4M | -0.8% | 1.165% | 0.03% |
| 16 | GOLDMAN SACHS GROUP INC | 13.6M | $215.4M | -1.1% | 1.165% | 0.02% |
| 17 | NORTHERN TRUST CORP | 10.0M | $159.4M | -4.0% | 0.862% | 0.02% |
| 18 | GLENVIEW CAPITAL MANAGEMENT, LLC | 9.9M | $156.9M | +8.7% | 0.848% | 2.86% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8.4M | $132.9M | -2.0% | 0.719% | 0.06% |
| 20 | Callodine Capital Management, LP | 8.0M | $127.1M | -1.5% | 0.687% | 8.29% |
| 21 | DEUTSCHE BANK AG\ | 7.9M | $125.3M | +21.2% | 0.678% | 0.04% |
| 22 | JPMORGAN CHASE & CO | 7.3M | $119.7M | +27.8% | 0.629% | 0.01% |
| 23 | BANK OF AMERICA CORP /DE/ | 7.4M | $116.8M | +1.3% | 0.632% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 6.5M | $103.9M | +0.9% | 0.562% | 0.02% |
| 25 | UBS Group AG | 6.3M | $99.5M | +91.2% | 0.538% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VTRS — a direct measure of their conviction.
Institutions that fully closed their VTRS position in Q2 2026
| 81.61% |
| 2.90 pp |
| $7.33B |
| 37% |
| Q4 2024 | 991 | +3.1% | 84.51% | +3.97 pp | $11.66B | +14% |
| Q3 2024 | 961 | — | 80.54% | — | $10.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
96 institutions opened new positions in VTRS during Q2 2026, while 93 fully exited. 767 added to existing positions and 128 trimmed.
VTRS institutional ownership rose by 4.91 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 58.1% of all reported 13F value in VTRS, and the top 25 account for 75.5%.
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.
Viatris Inc. (VTRS) Institutional Ownership