Velocity Financial, Inc. (VEL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,800,000Shares Outstanding

24,856,265Shares held by institutions

$432,001,886Value 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) has 104 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 63.4% of Velocity Financial's 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.
Among the 104 funds, 58 bought more Velocity Financial shares, 31 sold down, and 15 held their ground.
In total, institutional investors held 24.58Mn shares in Velocity Financial as of December 2025, up by 543.5K shares quarter on quarter, and down 8.21Mn shares year over year.
As of December 31, 2025, Snow Phipps Group, LLC held the largest stake in Velocity Financial with 13.35Mn shares, accounting for 34.42% of total shares outstanding.
The most significant purchases of VEL for the quarter ending December 2025 came from Snow Phipps Group, LLC (13.35Mn), Beach Point Capital Management LP (563.05K), Versant Capital Management, Inc (666), GAMMA Investing LLC (43), Bell Investment Advisors, Inc (29).
The biggest sellers of Velocity Financial for the quarter ending December 2025 included Sterling Capital Management LLC (6.44K), SIGNATUREFD, LLC (32), IFP Advisors, Inc (11), True Wealth Design, LLC (1).
According to Business Quant data, leading holders of VEL for December 2025 are Snow Phipps Group, LLC (13.35Mn), Beach Point Capital Management LP (6.56Mn), Yorktown Management & Research Co Inc (13.0K), Sterling Capital Management LLC (11.12K), Versant Capital Management, Inc (1.27K), GAMMA Investing LLC (227), IFP Advisors, Inc (106), SIGNATUREFD, LLC (92), Bell Investment Advisors, Inc (29), True Wealth Design, LLC (18).

104 Institutional Holders

24,856,265 Total Shares Held

Rows:

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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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