VEL Institutional Ownership & Shareholders
VELOCITY FINANCIAL INC (VEL) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $654.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of VEL tracked by InsiderSet, reporting ownership valued at approximately $233.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $211.68M, representing an estimated loss of -9.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed VEL value among the investors covered in this analysis. Major shareholders include Allianz Asset Management Gmbh, Snow Phipps Group, Llc, Beach Point Capital Management Lp, and several other long-term asset managers with concentrated positions in VELOCITY FINANCIAL INC (VEL).
This page ranks the largest institutional VEL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$654.36M
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$233.29M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | 0.22% | 12,637,764 | $233,293,123 | $211,682,547 | -$21,610,576 | -9.26% | |
| Snow Phipps Group, Llc | 75.94% | 13,353,103 | $200,563,607 | $223,664,475 | +$23,100,868 | +11.52% | |
| Beach Point Capital Management Lp | 46.34% | 6,876,912 | $103,291,218 | $115,188,276 | +$11,897,058 | +11.52% | |
| Blackrock, Inc. | 0.00% | 1,489,827 | $27,502,205 | $24,954,602 | -$2,547,603 | -9.26% | |
| Dimensional Fund Advisors Lp | 0.00% | 755,068 | $11,341,496 | $12,647,389 | +$1,305,893 | +11.51% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 505,505 | $9,331,622 | $8,467,209 | -$864,413 | -9.26% | |
| Vanguard Capital Management Llc | 0.00% | 487,011 | $8,990,223 | $8,157,434 | -$832,789 | -9.26% | |
| American Century Companies Inc | 0.00% | 357,199 | $6,593,894 | $5,983,083 | -$610,811 | -9.26% | |
| Geode Capital Management, Llc | 0.00% | 272,540 | $5,032,176 | $4,565,045 | -$467,131 | -9.28% | |
| State Street Corp | 0.00% | 249,731 | $4,610,034 | $4,182,994 | -$427,040 | -9.26% | |
| Goldman Sachs Group Inc | 0.00% | 235,327 | $4,344,136 | $3,941,727 | -$402,409 | -9.26% | |
| D. E. Shaw & Co., Inc. | 0.00% | 124,130 | $2,291,440 | $2,079,178 | -$212,263 | -9.26% | |
| Susquehanna International Group, Llp | 0.00% | 123,902 | $2,287,231 | $2,075,359 | -$211,873 | -9.26% | |
| Man Group Plc | 0.00% | 116,925 | $2,158,436 | $1,958,494 | -$199,942 | -9.26% | |
| Qube Research & Technologies Ltd | 0.00% | 116,605 | $2,152,528 | $1,953,134 | -$199,394 | -9.26% | |
| Creative Planning | 0.00% | 127,370 | $1,913,097 | $2,133,448 | +$220,351 | +11.52% | |
| Morgan Stanley | 0.00% | 102,530 | $1,892,704 | $1,717,378 | -$175,327 | -9.26% | |
| Vanguard Portfolio Management Llc | 0.00% | 102,190 | $1,886,427 | $1,711,683 | -$174,745 | -9.26% | |
| Northern Trust Corp | 0.00% | 92,141 | $1,700,923 | $1,543,362 | -$157,561 | -9.26% | |
| Tudor Investment Corp Et Al | 0.01% | 91,219 | $1,683,903 | $1,527,918 | -$155,985 | -9.26% | |
| Charles Schwab Investment Management Inc | 0.00% | 89,499 | $1,652,152 | $1,499,108 | -$153,044 | -9.26% | |
| Nfj Investment Group, Llc | 0.05% | 72,611 | $1,340,399 | $1,216,234 | -$124,165 | -9.26% | |
| Aqr Capital Management Llc | 0.00% | 71,546 | $1,320,739 | $1,198,396 | -$122,344 | -9.26% | |
| Vanguard Fiduciary Trust Co | 0.00% | 67,596 | $1,247,822 | $1,132,233 | -$115,589 | -9.26% | |
| Citadel Advisors Llc | 0.00% | 54,027 | $997,339 | $904,952 | -$92,387 | -9.26% | |
| Hsbc Holdings Plc | 0.00% | 53,574 | $970,225 | $897,365 | -$72,861 | -7.51% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 51,400 | $948,844 | $860,950 | -$87,894 | -9.26% |
| Bnp Paribas Financial Markets | 0.00% | 49,808 | $919,456 | $834,284 | -$85,172 | -9.26% | |
| Bank Of New York Mellon Corp | 0.00% | 53,825 | $808,451 | $901,569 | +$93,118 | +11.52% | |
| Jpmorgan Chase & Co | 0.00% | 43,772 | $788,334 | $733,181 | -$55,153 | -7.00% | |
| Mariner, Llc | 0.00% | 42,023 | $775,747 | $703,885 | -$71,862 | -9.26% | |
| Quantinno Capital Management Lp | 0.00% | 38,241 | $705,929 | $640,537 | -$65,392 | -9.26% | |
| Xtx Topco Ltd | 0.01% | 35,335 | $652,284 | $591,861 | -$60,423 | -9.26% | |
| Bank Of America Corp | 0.00% | 33,221 | $613,260 | $556,452 | -$56,808 | -9.26% | |
| First Trust Advisors Lp | 0.00% | 32,676 | $603,198 | $547,323 | -$55,875 | -9.26% | |
| Trexquant Investment Lp | 0.00% | 31,234 | $576,580 | $523,170 | -$53,411 | -9.26% | |
| Russell Investments Group, Ltd. | 0.00% | 29,267 | $540,269 | $490,222 | -$50,047 | -9.26% | |
| Ubs Group Ag | 0.00% | 26,707 | $493,011 | $447,342 | -$45,669 | -9.26% | |
| Simplex Trading, Llc | 0.01% | 29,794 | $447,505 | $499,050 | +$51,545 | +11.52% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 23,626 | $436,136 | $395,736 | -$40,401 | -9.26% | |
| Bridgeway Capital Management, Llc | 0.01% | 23,167 | $427,663 | $388,047 | -$39,616 | -9.26% | |
| Squarepoint Ops Llc | 0.00% | 21,174 | $390,872 | $354,665 | -$36,208 | -9.26% | |
| Empowered Funds, Llc | 0.00% | 21,169 | $390,780 | $354,581 | -$36,199 | -9.26% | |
| Pdt Partners, Llc | 0.02% | 19,718 | $363,994 | $330,277 | -$33,718 | -9.26% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 19,598 | $361,779 | $328,267 | -$33,513 | -9.26% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 18,848 | $283,097 | $315,704 | +$32,607 | +11.52% | |
| Nuveen, Llc | 0.00% | 14,294 | $263,867 | $239,425 | -$24,443 | -9.26% | |
| Wells Fargo & Company/Mn | 0.00% | 14,072 | $259,770 | $235,706 | -$24,064 | -9.26% | |
| Rhumbline Advisers | 0.00% | 14,027 | $258,930 | $234,952 | -$23,978 | -9.26% | |
| Brevan Howard Capital Management Lp | 0.00% | 12,251 | $226,153 | $205,204 | -$20,949 | -9.26% |
Frequently asked questions about VEL
Who are the largest institutional holders of VEL?
The largest institutional holders of VEL reported in the latest SEC Form 13F filings include Allianz Asset Management Gmbh, Snow Phipps Group, Llc, Beach Point Capital Management Lp, Blackrock, Inc., and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported VEL position.
What is VEL institutional ownership?
This page tracks VEL positions reported by institutional investment managers through SEC Form 13F. VELOCITY FINANCIAL INC (VEL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VEL?
InsiderSet currently tracks 101 institutional managers reporting VEL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VEL shareholders.
How much VEL stock do institutions own?
Institutional investment managers disclosed approximately $654.36M in VEL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VEL institutional ownership last updated?
The latest VEL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VEL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VEL position after the reporting date.
Are institutions buying or selling VEL?
Institutional buying and selling can be analyzed by comparing VEL positions across consecutive 13F reporting periods. InsiderSet's VEL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VEL ownership changes.
How has VEL institutional ownership changed over time?
InsiderSet tracks VEL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.