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Institutional Ownership · SEC Form 13F

Who owns VTRS (VTRS)


Which tracked institutional funds hold VTRS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTRS company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,013
Institutional holders
979,761,827
Shares held (tracked funds)

How the tape is positioned

223 tracked funds added or opened VTRS while 92 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VTRS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VTRS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VTRS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1013 tracked filers holding VTRS, 483 increased or opened the position and 442 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VTRS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 43

  • VANGUARD CAPITAL MANAGEMENT LLC$1.0B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$728M
  • VANGUARD FIDUCIARY TRUST CO$88M
  • Vanguard Global Advisers, LLC$36M
  • ARGENT CAPITAL MANAGEMENT LLC$29M
  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$26M

Full exits 29

  • VANGUARD GROUP INC$1.7B
  • Brandywine Global Investment Management, LLC$68M
  • EASTERLY INVESTMENT PARTNERS LLC$14M
  • Freestone Grove Partners LP$14M
  • Capitolis Liquid Global Markets LLC$13M
  • Jain Global LLC$11M

Largest adds

  • Rubric Capital Management LP$135M
  • Qube Research & Technologies Ltd$124M
  • MARSHALL WACE, LLP$121M
  • GOLDMAN SACHS GROUP INC$109M
  • Pacer Advisors, Inc.$107M
  • DAVIS SELECTED ADVISERS$83M

Largest trims

  • BlackRock, Inc.$246M
  • PRICE T ROWE ASSOCIATES INC /MD/$95M
  • AMERIPRISE FINANCIAL INC$64M
  • CITADEL ADVISORS LLC$49M
  • MILLENNIUM MANAGEMENT LLC$38M
  • Assenagon Asset Management S.A.$34M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
DAVIS SELECTED ADVISERS added78,211,191$1.1B7.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new74,716,631$1.0B7.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed65,864,104$890M6.3%2026-Q1
BlackRock, Inc. trimmed61,838,402$835M5.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new53,911,237$728M5.2%2026-Q1
STATE STREET CORP trimmed52,233,699$706M5.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed38,310,693$518M3.7%2026-Q1
Rubric Capital Management LP added33,500,000$453M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added31,846,107$430M3.0%2026-Q1
Invesco Ltd. trimmed21,585,521$292M2.1%2026-Q1
DEERFIELD MANAGEMENT COMPANY, L.P.20,206,170$273M1.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed20,014,966$270M1.9%2026-Q1
FMR LLC added16,575,829$224M1.6%2026-Q1
MORGAN STANLEY trimmed16,089,939$217M1.5%2026-Q1
Bank of New York Mellon Corp added14,128,917$191M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added13,717,622$185M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added13,674,306$185M1.3%2026-Q1
NORTHERN TRUST CORP added10,451,364$141M1.0%2026-Q1
Qube Research & Technologies Ltd added9,666,750$131M0.9%2026-Q1
MARSHALL WACE, LLP added9,349,817$126M0.9%2026-Q1
GLENVIEW CAPITAL MANAGEMENT, LLC trimmed9,087,244$123M0.9%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed8,545,196$115M0.8%2026-Q1
Callodine Capital Management, LP trimmed8,118,742$110M0.8%2026-Q1
NORGES BANK added12,480,521$109M0.8%2026-Q1
Pacer Advisors, Inc. added8,033,876$109M0.8%2026-Q1
LSV ASSET MANAGEMENT added7,890,441$107M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed7,259,555$98M0.7%2026-Q1
DEUTSCHE BANK AG\ added6,512,440$88M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new6,485,909$88M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added6,311,027$84M0.6%2026-Q1
JUPITER ASSET MANAGEMENT LTD added5,768,153$78M0.6%2026-Q1
FRANKLIN RESOURCES INC added5,569,529$75M0.5%2026-Q1
JPMORGAN CHASE & CO added5,731,565$74M0.5%2026-Q1
Nuveen, LLC added5,347,207$72M0.5%2026-Q1
SG Americas Securities, LLC added4,812,814$65M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added4,629,065$63M0.4%2026-Q1
Gotham Asset Management, LLC added4,500,352$61M0.4%2026-Q1
Man Group plc added4,092,860$55M0.4%2026-Q1
CITADEL ADVISORS LLC trimmed3,993,155$54M0.4%2026-Q1
CITIGROUP INC added3,966,552$54M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added3,964,630$54M0.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed3,882,541$52M0.4%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed3,838,892$52M0.4%2026-Q1
Legal & General Group Plc added3,838,534$52M0.4%2026-Q1
SEI INVESTMENTS CO added3,720,915$50M0.4%2026-Q1
LAKEWOOD CAPITAL MANAGEMENT, LP added3,670,900$50M0.4%2026-Q1
Amundi added3,407,023$46M0.3%2026-Q1
Russell Investments Group, Ltd. added3,347,591$45M0.3%2026-Q1
UBS Group AG added3,257,531$44M0.3%2026-Q1
Invenomic Capital Management LP trimmed3,229,112$44M0.3%2026-Q1
BARCLAYS PLC trimmed3,144,439$42M0.3%2026-Q1
ROYAL BANK OF CANADA added2,907,645$39M0.3%2026-Q1
FIL Ltd added2,886,622$39M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed2,764,658$37M0.3%2026-Q1
Vanguard Global Advisers, LLC new2,691,561$36M0.3%2026-Q1
Pictet Asset Management Holding SA added2,645,328$34M0.2%2026-Q1
California Public Employees Retirement System added2,447,433$33M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed2,394,145$32M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,305,952$31M0.2%2026-Q1
Swiss National Bank trimmed2,279,402$31M0.2%2026-Q1
Squarepoint Ops LLC added2,273,599$31M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed2,192,665$30M0.2%2026-Q1
ARGENT CAPITAL MANAGEMENT LLC new2,160,900$29M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed2,095,093$28M0.2%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added2,042,257$28M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added1,959,377$26M0.2%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed1,944,173$26M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed1,941,082$26M0.2%2026-Q1
Robeco Institutional Asset Management B.V. added1,908,453$26M0.2%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new1,901,000$26M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,855,553$25M0.2%2026-Q1
DME Capital Management, LP trimmed1,817,570$25M0.2%2026-Q1
Point72 Asset Management, L.P. added1,777,181$24M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed1,715,900$23M0.2%2026-Q1
Bastion Asset Management Inc. added1,588,476$21M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added1,529,115$21M0.1%2026-Q1
Arnhold LLC trimmed1,505,974$20M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,370,654$19M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added1,348,165$18M0.1%2026-Q1
ARCADIA INVESTMENT MANAGEMENT CORP/MI added1,329,326$18M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added1,311,425$18M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,305,217$18M0.1%2026-Q1
MANNING & NAPIER ADVISORS LLC trimmed1,280,796$17M0.1%2026-Q1
Monaco Asset Management SAM trimmed1,255,620$17M0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,247,615$17M0.1%2026-Q1
Woodline Partners LP added1,167,948$16M0.1%2026-Q1
Quantinno Capital Management LP added1,161,696$16M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,160,097$16M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,229,714$15M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed1,108,006$15M0.1%2026-Q1
THOMPSON INVESTMENT MANAGEMENT, INC. trimmed1,105,192$15M0.1%2026-Q1
VANGUARD GROUP INC trimmed136,667,246$1.7B12.0%2025-Q4 stale
AustralianSuper Pty Ltd11,620,489$101M0.7%2025-Q1 stale
ICICI Prudential Asset Management Co Ltd trimmed8,686,950$86M0.6%2025-Q3 stale
Brandywine Global Investment Management, LLC added5,423,976$68M0.5%2025-Q4 stale
AXA S.A. added3,075,314$27M0.2%2025-Q2 stale
Camber Capital Management LP trimmed2,750,000$25M0.2%2025-Q2 stale
ALPS ADVISORS INC trimmed2,463,207$24M0.2%2025-Q3 stale
AXA Investment Managers S.A. new2,158,588$21M0.2%2025-Q3 stale
National Pension Service1,932,749$17M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership