Velocity Financial, Inc. (VEL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,800,000Shares Outstanding

24,856,265Shares held by institutions

$481,962,978Value of institutional holdings

64.06%Institutional ownership %

3.23%Shares Changed QoQ

104No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Velocity Financial, Inc. (NYSE:VEL) is held by 104 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 63.4% of outstanding shares in December 2025, down from 96.9% in September 2025.
Their total shares held in VEL increased 2.26% quarter over quarter, and separately, investors owning Velocity Financial increased 42.47% from a year ago.
Of these 104 holders, 58 added to their stakes in Velocity Financial, 31 trimmed positions, and 15 made no changes.
Combined, these investors held 24.58Mn shares in VEL for December 2025, up by 543.5K shares quarter on quarter, and down 8.21Mn shares year over year.
Allianz Asset Management GmbH leads ownership in VEL with 12.64Mn shares as of December 31, 2025, equal to 32.57% of outstanding shares.
Leading buyers of Velocity Financial shares for the quarter ending December 2025 were Beach Point Capital Management LP (618.02K), Goldman Sachs Group Inc (141.58K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (94.69K), VANGUARD GROUP INC (75.45K), HSBC HOLDINGS PLC (65.97K).
Leading sellers of Velocity Financial shares for the quarter ending December 2025 were MILLENNIUM MANAGEMENT LLC (148.37K), MARSHALL WACE, LLP (91.89K), TWO SIGMA INVESTMENTS, LP (72.43K), Bank Of America Corp /De/ (49.46K), HRT FINANCIAL LP (48.08K).
Business Quant data shows the 10 biggest positions in Velocity Financial as of December 2025 are held by Allianz Asset Management GmbH (12.64Mn), Beach Point Capital Management LP (6.0Mn), BlackRock, Inc. (1.67Mn), VANGUARD GROUP INC (554.57K), DIMENSIONAL FUND ADVISORS LP (502.02K), ADAGE CAPITAL PARTNERS GP, L.L.C. (450.05K), Goldman Sachs Group Inc (346.12K), GEODE CAPITAL MANAGEMENT, LLC (242.61K), AMERICAN CENTURY COMPANIES INC (232.79K), State Street Corp (207.89K).

104 Institutional Holders

24,856,265 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Allianz Asset Management GmbH	31 Dec, 2025	12,637,764	0	0.00%	$262,359,981.00
Beach Point Capital Management LP	31 Dec, 2025	5,995,466	618,015	11.49%	$124,465,874.00
BlackRock, Inc.	31 Dec, 2025	1,672,114	14,490	0.87%	$34,713,087.00
VANGUARD GROUP INC	31 Dec, 2025	554,568	75,448	15.75%	$11,512,831.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	502,022	47,944	10.56%	$10,417,229.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	450,046	0	0.00%	$9,342,955.00
Goldman Sachs Group Inc	31 Dec, 2025	346,122	141,584	69.22%	$7,185,492.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	242,606	21,631	9.79%	$5,037,590.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	232,790	40,834	21.27%	$4,832,720.00
State Street Corp	31 Dec, 2025	207,886	-2,218	-1.06%	$4,315,713.00
HSBC HOLDINGS PLC	31 Dec, 2025	140,336	65,969	88.71%	$2,725,326.00
Qube Research & Technologies Ltd	31 Dec, 2025	131,811	-23,535	-15.15%	$2,736,396.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	113,805	94,690	495.37%	$2,362,592.00
Morgan Stanley	31 Dec, 2025	105,527	2,731	2.66%	$2,190,742.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	98,250	0	0.00%	$2,039,670.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	87,551	4,323	5.19%	$1,817,559.00
Northern Trust Corp	31 Dec, 2025	77,295	4,649	6.40%	$1,604,645.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	75,064	46,221	160.25%	$1,558,329.00
NFJ INVESTMENT GROUP, LLC	31 Dec, 2025	72,611	-3,214	-4.24%	$1,507,404.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	68,710	-148,372	-68.35%	$1,426,420.00

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