VVR Institutional Ownership & Shareholders
INVESCO SENIOR INCOME TRUST (VVR) is currently held by 135 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $185.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VVR tracked by InsiderSet, reporting ownership valued at approximately $34.66M 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 $33.16M, representing an estimated loss of -4.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed VVR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bramshill Investments, Llc, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in INVESCO SENIOR INCOME TRUST (VVR).
This page ranks the largest institutional VVR 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
135
Total Reported Value
$185.35M
Largest Holder
Morgan Stanley
Largest Position
$34.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 11,553,594 | $34,660,786 | $33,158,815 | -$1,501,971 | -4.33% | |
| Bramshill Investments, Llc | 1.93% | 8,391,783 | $25,175,349 | $24,084,417 | -$1,090,932 | -4.33% | |
| Penserra Capital Management Llc | 0.10% | 4,362,731 | $13,088,000 | $12,521,038 | -$566,962 | -4.33% | |
| Loomis Sayles & Co L P | 0.01% | 3,167,601 | $9,502,803 | $9,091,015 | -$411,788 | -4.33% | |
| Solutions 4 Wealth, Ltd | 10.48% | 2,707,077 | $8,121,232 | $7,769,311 | -$351,921 | -4.33% | |
| Bank Of America Corp | 0.00% | 2,675,861 | $8,027,584 | $7,679,721 | -$347,863 | -4.33% | |
| Lpl Financial Llc | 0.00% | 2,673,527 | $8,020,579 | $7,673,022 | -$347,557 | -4.33% | |
| Invesco Ltd. | 0.00% | 2,615,226 | $7,845,678 | $7,505,699 | -$339,979 | -4.33% | |
| Ubs Group Ag | 0.00% | 2,067,609 | $6,202,827 | $5,934,038 | -$268,789 | -4.33% | |
| Ep Wealth Advisors, Llc | 0.02% | 1,779,730 | $5,339,190 | $5,107,825 | -$231,365 | -4.33% | |
| Advisors Asset Management, Inc. | 0.06% | 986,042 | $4,269,562 | $2,829,941 | -$1,439,621 | -33.72% | |
| Wells Fargo & Company/Mn | 0.00% | 1,367,561 | $4,102,683 | $3,924,900 | -$177,783 | -4.33% | |
| Gridiron Partners, Llc | 1.87% | 1,292,995 | $3,736,756 | $3,710,896 | -$25,860 | -0.69% | |
| Raymond James Financial Inc | 0.00% | 1,185,398 | $3,556,192 | $3,402,092 | -$154,100 | -4.33% | |
| Cohen & Steers, Inc. | 0.01% | 1,071,433 | $3,214,000 | $3,075,013 | -$138,987 | -4.32% | |
| Envestnet Asset Management Inc | 0.00% | 828,155 | $2,484,466 | $2,376,805 | -$107,661 | -4.33% | |
| Principal Securities, Inc. | 0.03% | 795,132 | $2,385,396 | $2,282,029 | -$103,367 | -4.33% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 698,950 | $2,096,850 | $2,005,987 | -$90,864 | -4.33% | |
| Balyasny Asset Management L.P. | 0.00% | 692,549 | $2,077,647 | $1,987,616 | -$90,031 | -4.33% | |
| Matisse Capital | 0.74% | 653,104 | $1,887,471 | $1,874,408 | -$13,063 | -0.69% | |
| Icon Advisers Inc/Co | 0.35% | 628,354 | $1,885,062 | $1,803,376 | -$81,686 | -4.33% | |
| Absolute Investment Advisers, Llc | 0.14% | 516,822 | $1,493,616 | $1,483,279 | -$10,337 | -0.69% | |
| Logan Stone Capital, Llc | 0.30% | 480,579 | $1,441,737 | $1,379,262 | -$62,475 | -4.33% | |
| J.W. Cole Advisors, Inc. | 0.02% | 473,750 | $1,421,251 | $1,359,663 | -$61,589 | -4.33% | |
| Byrne Asset Management Llc | 0.77% | 477,160 | $1,374,221 | $1,369,449 | -$4,772 | -0.35% | |
| Sit Investment Associates Inc | 0.02% | 419,026 | $1,257,000 | $1,202,605 | -$54,395 | -4.33% | |
| Saba Capital Management, L.P. | 0.03% | 352,657 | $1,057,971 | $1,012,126 | -$45,845 | -4.33% | |
| Quarry Lp | 0.16% | 327,875 | $983,625 | $941,001 | -$42,624 | -4.33% | |
| Osaic Holdings, Inc. | 0.00% | 303,379 | $910,137 | $870,698 | -$39,439 | -4.33% | |
| Verity Asset Management, Inc. | 0.34% | 304,158 | $879,017 | $872,933 | -$6,084 | -0.69% | |
| Cetera Investment Advisers | 0.00% | 274,848 | $824,546 | $788,814 | -$35,732 | -4.33% | |
| 1607 Capital Partners, Llc | 0.07% | 253,271 | $759,813 | $726,888 | -$32,925 | -4.33% | |
| Royal Bank Of Canada | 0.00% | 221,414 | $664,000 | $635,458 | -$28,542 | -4.30% | |
| Guggenheim Capital Llc | 0.00% | 214,902 | $644,706 | $616,769 | -$27,937 | -4.33% | |
| Camelot Portfolios, Llc | 0.45% | 210,833 | $632,498 | $605,091 | -$27,407 | -4.33% | |
| Landscape Capital Management, L.L.C. | 0.04% | 205,682 | $617,046 | $590,307 | -$26,739 | -4.33% | |
| Illumine Investment Management, Llc | 0.40% | 0 | $571,463 | — | — | — | |
| Creative Planning | 0.00% | 193,085 | $558,017 | $554,154 | -$3,863 | -0.69% | |
| Virtus Investment Advisers, Llc | 0.12% | 176,549 | $529,647 | $506,696 | -$22,951 | -4.33% | |
| Cardiff Park Advisors, Llc | 0.04% | 175,000 | $525,000 | $502,250 | -$22,750 | -4.33% | |
| Newedge Advisors, Llc | 0.00% | 166,642 | $499,925 | $478,263 | -$21,662 | -4.33% | |
| Robinson Capital Management, Llc | 0.22% | 165,152 | $495,456 | $473,986 | -$21,470 | -4.33% | |
| Kestra Private Wealth Services, Llc | 0.00% | 151,148 | $436,818 | $433,795 | -$3,023 | -0.69% | |
| Equitable Holdings, Inc. | 0.00% | 141,928 | $425,784 | $407,333 | -$18,451 | -4.33% | |
| Geowealth Management, Llc | 0.01% | 137,352 | $412,056 | $394,200 | -$17,856 | -4.33% | |
| Ameriprise Financial Inc | 0.00% | 134,196 | $402,588 | $385,143 | -$17,445 | -4.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 133,347 | $385,370 | $382,706 | -$2,664 | -0.69% | |
| Future Financial Wealth Managment Llc | 0.22% | 126,421 | $365,356 | $362,828 | -$2,528 | -0.69% | |
| Melfa Wealth Management, Inc. | 0.19% | 118,682 | $356,046 | $340,617 | -$15,429 | -4.33% | |
| Ausdal Financial Partners, Inc. | 0.01% | 115,501 | $347,439 | $331,488 | -$15,951 | -4.59% |
Frequently asked questions about VVR
Who are the largest institutional holders of VVR?
The largest institutional holders of VVR reported in the latest SEC Form 13F filings include Morgan Stanley, Bramshill Investments, Llc, Penserra Capital Management Llc, Loomis Sayles & Co L P, and Solutions 4 Wealth, Ltd. InsiderSet ranks institutional holders by their latest reported VVR position.
What is VVR institutional ownership?
This page tracks VVR positions reported by institutional investment managers through SEC Form 13F. INVESCO SENIOR INCOME TRUST (VVR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VVR?
InsiderSet currently tracks 135 institutional managers reporting VVR 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 VVR shareholders.
How much VVR stock do institutions own?
Institutional investment managers disclosed approximately $185.35M in VVR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VVR institutional ownership last updated?
The latest VVR 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 VVR 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 VVR position after the reporting date.
Are institutions buying or selling VVR?
Institutional buying and selling can be analyzed by comparing VVR positions across consecutive 13F reporting periods. InsiderSet's VVR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VVR ownership changes.
How has VVR institutional ownership changed over time?
InsiderSet tracks VVR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.