Velocity Financial, Inc. (VEL) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Velocity Financial, Inc. (NYSE:VEL) is held by 104 institutional firms.

• These investors collectively held 66.2% of the company's total shares outstanding in December 2025, down from 99.8% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 4.00%, with a year-over-year an increase of 38.67% in the count of filers.
• During the quarter, 59 institutions bought more Velocity Financial shares, 29 sold shares, and 16 of the 104 total investors held their position steady.
• The total number of shares held by institutions in Velocity Financial increased to 25.49Mn as of December 2025, a net change of up by 980.09K shares quarter on quarter, and down 7.91Mn shares year over year.
• As of December 31, 2025, Allianz Asset Management GmbH held Velocity Financial's largest shareholding position with over 12.64Mn shares, representing 32.83% of total outstanding shares.
• Among the most significant buyers of Velocity Financial during December 2025 were Beach Point Capital Management LP (1.57Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (94.69K), VANGUARD GROUP INC (75.45K), DIMENSIONAL FUND ADVISORS LP (47.94K), AQR CAPITAL MANAGEMENT LLC (46.22K).
• Leading sellers of Velocity Financial stock in December 2025 included Caption Management, LLC (512.90K), MILLENNIUM MANAGEMENT LLC (148.37K), MARSHALL WACE, LLP (91.89K), TWO SIGMA INVESTMENTS, LP (72.43K), JANE STREET GROUP, LLC (62.84K).
• The top 10 institutional holders of Velocity Financial for the quarter ending December 2025 included Allianz Asset Management GmbH (12.64Mn), Beach Point Capital Management LP (6.95Mn), BlackRock, Inc. (1.67Mn), VANGUARD GROUP INC (554.57K), DIMENSIONAL FUND ADVISORS LP (502.02K), ADAGE CAPITAL PARTNERS GP, L.L.C. (450.05K), GEODE CAPITAL MANAGEMENT, LLC (242.61K), AMERICAN CENTURY COMPANIES INC (232.79K), STATE STREET CORP (207.89K), GOLDMAN SACHS GROUP INC (173.06K).