Velocity Financial, Inc. (VEL) Institutional Ownership

Ownership Summary

Velocity Financial, Inc. (NYSE:VEL) appears in 104 institutional 13F filings for the quarter ending December 2025.

• These investors collectively held 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% from the prior quarter, while the number of investors in Velocity Financial increased 42.47% year over year.
• During the quarter, 58 of these 104 funds increased positions in VEL, 31 reduced exposure, and 15 held steady.
• The aggregate institutional position in Velocity Financial amounted to 24.58Mn shares 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, Allianz Asset Management GmbH held the largest stake in Velocity Financial with 12.64Mn shares, accounting for 32.57% of total shares outstanding.
• The most significant purchases of VEL for the quarter ending December 2025 came from Beach Point Capital Management LP (618.02K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (94.69K), VANGUARD GROUP INC (75.45K), DIMENSIONAL FUND ADVISORS LP (47.94K), AQR CAPITAL MANAGEMENT LLC (46.22K).
• The largest sellers of Velocity Financial 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).
• According to Business Quant data, leading holders of VEL for December 2025 are 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), GEODE CAPITAL MANAGEMENT, LLC (242.61K), AMERICAN CENTURY COMPANIES INC (232.79K), State Street Corp (207.89K), Goldman Sachs Group Inc (173.06K).