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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DAVIS SELECTED ADVISERS added | 78,211,191 | $1.1B | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 74,716,631 | $1.0B | 7.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 65,864,104 | $890M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 61,838,402 | $835M | 5.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 53,911,237 | $728M | 5.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 52,233,699 | $706M | 5.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 38,310,693 | $518M | 3.7% | 2026-Q1 |
| Rubric Capital Management LP added | 33,500,000 | $453M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 31,846,107 | $430M | 3.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 21,585,521 | $292M | 2.1% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 20,206,170 | $273M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 20,014,966 | $270M | 1.9% | 2026-Q1 |
| FMR LLC added | 16,575,829 | $224M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 16,089,939 | $217M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 14,128,917 | $191M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 13,717,622 | $185M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,674,306 | $185M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 10,451,364 | $141M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 9,666,750 | $131M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 9,349,817 | $126M | 0.9% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 9,087,244 | $123M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 8,545,196 | $115M | 0.8% | 2026-Q1 |
| Callodine Capital Management, LP trimmed | 8,118,742 | $110M | 0.8% | 2026-Q1 |
| NORGES BANK added | 12,480,521 | $109M | 0.8% | 2026-Q1 |
| Pacer Advisors, Inc. added | 8,033,876 | $109M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 7,890,441 | $107M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,259,555 | $98M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,512,440 | $88M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,485,909 | $88M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 6,311,027 | $84M | 0.6% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 5,768,153 | $78M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 5,569,529 | $75M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,731,565 | $74M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 5,347,207 | $72M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 4,812,814 | $65M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 4,629,065 | $63M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 4,500,352 | $61M | 0.4% | 2026-Q1 |
| Man Group plc added | 4,092,860 | $55M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 3,993,155 | $54M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 3,966,552 | $54M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,964,630 | $54M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 3,882,541 | $52M | 0.4% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 3,838,892 | $52M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 3,838,534 | $52M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 3,720,915 | $50M | 0.4% | 2026-Q1 |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 3,670,900 | $50M | 0.4% | 2026-Q1 |
| Amundi added | 3,407,023 | $46M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 3,347,591 | $45M | 0.3% | 2026-Q1 |
| UBS Group AG added | 3,257,531 | $44M | 0.3% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 3,229,112 | $44M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 3,144,439 | $42M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,907,645 | $39M | 0.3% | 2026-Q1 |
| FIL Ltd added | 2,886,622 | $39M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,764,658 | $37M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,691,561 | $36M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,645,328 | $34M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 2,447,433 | $33M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,394,145 | $32M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,305,952 | $31M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 2,279,402 | $31M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 2,273,599 | $31M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,192,665 | $30M | 0.2% | 2026-Q1 |
| ARGENT CAPITAL MANAGEMENT LLC new | 2,160,900 | $29M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,095,093 | $28M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 2,042,257 | $28M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,959,377 | $26M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 1,944,173 | $26M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,941,082 | $26M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 1,908,453 | $26M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 1,901,000 | $26M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,855,553 | $25M | 0.2% | 2026-Q1 |
| DME Capital Management, LP trimmed | 1,817,570 | $25M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,777,181 | $24M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,715,900 | $23M | 0.2% | 2026-Q1 |
| Bastion Asset Management Inc. added | 1,588,476 | $21M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,529,115 | $21M | 0.1% | 2026-Q1 |
| Arnhold LLC trimmed | 1,505,974 | $20M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,370,654 | $19M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,348,165 | $18M | 0.1% | 2026-Q1 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI added | 1,329,326 | $18M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,311,425 | $18M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,305,217 | $18M | 0.1% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 1,280,796 | $17M | 0.1% | 2026-Q1 |
| Monaco Asset Management SAM trimmed | 1,255,620 | $17M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,247,615 | $17M | 0.1% | 2026-Q1 |
| Woodline Partners LP added | 1,167,948 | $16M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,161,696 | $16M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,160,097 | $16M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,229,714 | $15M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,108,006 | $15M | 0.1% | 2026-Q1 |
| THOMPSON INVESTMENT MANAGEMENT, INC. trimmed | 1,105,192 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 136,667,246 | $1.7B | 12.0% | 2025-Q4 stale |
| AustralianSuper Pty Ltd | 11,620,489 | $101M | 0.7% | 2025-Q1 stale |
| ICICI Prudential Asset Management Co Ltd trimmed | 8,686,950 | $86M | 0.6% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC added | 5,423,976 | $68M | 0.5% | 2025-Q4 stale |
| AXA S.A. added | 3,075,314 | $27M | 0.2% | 2025-Q2 stale |
| Camber Capital Management LP trimmed | 2,750,000 | $25M | 0.2% | 2025-Q2 stale |
| ALPS ADVISORS INC trimmed | 2,463,207 | $24M | 0.2% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 2,158,588 | $21M | 0.2% | 2025-Q3 stale |
| National Pension Service | 1,932,749 | $17M | 0.1% | 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.
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.