Velocity Financial (VEL) Institutional Ownership $19.16 +0.02 (+0.10%) As of 03:58 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Velocity Financial (NYSE:VEL)CurrentInstitutional OwnershipPercentage97.49%Number ofInstitutional Buyers(last 12 months)35TotalInstitutional Inflows(last 12 months)$35.57MNumber ofInstitutional Sellers(last 12 months)15TotalInstitutional Outflows(last 12 months)$4.70M Get VEL Insider Trade Alerts Want to know when executives and insiders are buying or selling Velocity Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VEL Institutional Buying and Selling by Quarter Velocity Financial Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/29/2025 Rhumbline Advisers12,529$234K0.0%-9.4%0.034% 5/21/2025 Acadian Asset Management LLC2,902$54K0.0%N/A0.008% 5/16/2025 Empowered Funds LLC109,928$2.06M0.0%-24.6%0.301% 5/16/2025 Goldman Sachs Group Inc.197,537$3.70M0.0%+104.2%0.541% 5/16/2025 Bridgeway Capital Management LLC191,926$3.59M0.1%-36.5%0.526% 5/16/2025 Adage Capital Partners GP L.L.C.444,351$8.31M0.0%-0.7%1.218% 5/15/2025 Cubist Systematic Strategies LLC17,691$331K0.0%N/A0.048% 5/15/2025 Nomura Holdings Inc.151,961$2.84M0.0%+265.0%0.416% 5/15/2025 Trexquant Investment LP39,914$747K0.0%+107.3%0.109% 5/14/2025 Jump Financial LLC14,314$268K0.0%N/A0.039% Get the Latest News and Ratings for VEL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Velocity Financial and its competitors with MarketBeat's FREE daily newsletter. 5/14/2025 Hsbc Holdings PLC42,770$798K0.0%+35.5%0.117% 5/14/2025 Quantbot Technologies LP11,834$221K0.0%N/A0.032% 5/13/2025 American Century Companies Inc.118,934$2.23M0.0%+55.1%0.326% 5/12/2025 Nuveen LLC10,675$200K0.0%N/A0.029% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.48,360$905K0.0%+50.0%0.133% 5/9/2025 Charles Schwab Investment Management Inc.75,135$1.41M0.0%-5.9%0.206% 5/1/2025 CWM LLC5,517$103K0.0%+18.7%0.015% 4/29/2025 Bank of New York Mellon Corp46,164$864K0.0%+3.2%0.127% 4/10/2025 Snow Phipps Group LLC13,353,103$249.84M84.9%+8.8%39.257% 4/8/2025 Rhumbline Advisers12,529$234K0.0%-9.4%0.037% 4/7/2025 GAMMA Investing LLC2,170$41K0.0%+1,428.2%0.006% 2/17/2025 Squarepoint Ops LLC25,531$499K0.0%-37.7%0.077% 2/17/2025 Nomura Holdings Inc.41,630$814K0.0%N/A0.126% 2/17/2025 Millennium Management LLC25,448$498K0.0%-11.5%0.077% 2/17/2025 Janus Henderson Group PLC15,358$300K0.0%-4.2%0.046% 2/17/2025 Bridgeway Capital Management LLC302,406$5.92M0.1%+2.4%0.913% 2/17/2025 Bank of America Corp DE17,291$338K0.0%+10.9%0.052% 2/17/2025 BNP Paribas Financial Markets5,861$115K0.0%N/A0.018% 2/14/2025 Northern Trust Corp73,075$1.43M0.0%-2.5%0.221% 2/14/2025 Adage Capital Partners GP L.L.C.447,315$8.75M0.0%-3.9%1.351% 2/14/2025 Hsbc Holdings PLC31,559$616K0.0%+13.6%0.095% 2/14/2025 Dimensional Fund Advisors LP235,071$4.60M0.0%+20.0%0.710% 2/13/2025 PEAK6 LLC27,252$533K0.0%N/A0.082% 2/13/2025 Mariner LLC101,191$1.98M0.0%+32.9%0.306% 2/13/2025 Barclays PLC16,959$332K0.0%-14.8%0.051% 2/13/2025 Renaissance Technologies LLC57,500$1.13M0.0%-2.9%0.174% 2/13/2025 Wells Fargo & Company MN19,182$375K0.0%+58.1%0.058% 2/12/2025 Trexquant Investment LP19,253$377K0.0%+69.7%0.058% 2/12/2025 Geode Capital Management LLC189,566$3.71M0.0%-3.0%0.572% 2/12/2025 JPMorgan Chase & Co.34,818$681K0.0%+38.9%0.105% Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here.2/11/2025 American Century Companies Inc.76,697$1.50M0.0%+11.5%0.232% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.32,238$631K0.0%-27.9%0.097% 2/5/2025 Bailard Inc.14,000$274K0.0%-4.8%0.042% 2/4/2025 Bank of New York Mellon Corp44,739$875K0.0%+131.8%0.135% 1/28/2025 Empowered Funds LLC145,756$2.85M0.0%+5.1%0.440% 1/27/2025 Bleakley Financial Group LLC17,815$348K0.0%N/A0.054% 1/23/2025 R Squared Ltd2,500$49K0.0%N/A0.008% 12/26/2024 JPMorgan Chase & Co.25,073$492K0.0%+213.2%0.076% 11/19/2024 Barclays PLC19,916$391K0.0%+139.0%0.060% 11/16/2024 Geode Capital Management LLC195,475$3.83M0.0%-1.2%0.590% 11/15/2024 Barclays PLC19,916$391K0.0%+139.0%0.060% 11/15/2024 MML Investors Services LLC10,494$206K0.0%N/A0.032% 11/15/2024 Jane Street Group LLC10,453$205K0.0%N/A0.032% 11/15/2024 State Street Corp135,677$2.66M0.0%-15.2%0.410% 11/15/2024 Janus Henderson Group PLC16,026$314K0.0%-3.9%0.048% 11/12/2024 Charles Schwab Investment Management Inc.79,505$1.56M0.0%+166.6%0.240% 11/8/2024 Connor Clark & Lunn Investment Management Ltd.44,698$877K0.0%N/A0.135% 11/6/2024 Gladius Capital Management LP1,689$33K0.0%N/A0.005% 11/6/2024 Empowered Funds LLC138,721$2.72M0.0%+5.3%0.419% 11/5/2024 GSA Capital Partners LLP10,073$198K0.0%N/A0.030% 10/19/2024 Allspring Global Investments Holdings LLC1,981$39K0.0%N/A0.006% 10/8/2024 CWM LLC4,112$81K0.0%+10,721.1%0.012% 10/3/2024 SG Americas Securities LLC5,329$105K0.0%N/A0.016% 8/9/2024 Dimensional Fund Advisors LP147,058$2.64M0.0%+12.2%0.444% 8/1/2024 Rhumbline Advisers13,348$239K0.0%+4.3%0.040% 7/26/2024 Bank of New York Mellon Corp25,841$463K0.0%+9.7%0.078% 5/15/2024 Torno Capital LLC5,000$90K0.0%N/A0.015% 5/10/2024 Vanguard Group Inc.423,110$7.62M0.0%+0.9%1.283% 5/7/2024 Empowered Funds LLC122,393$2.20M0.0%+8.2%0.371% 1/16/2024 Beach Point Capital Management LP5,307,835$91.40M36.5%+3.6%16.192% 11/15/2023 Adage Capital Partners GP L.L.C.1,171,021$13.23M0.0%+2.7%3.572% 11/13/2023 Mariner LLC38,849$439K0.0%+101.3%0.119% 11/13/2023 Hsbc Holdings PLC18,889$213K0.0%-4.3%0.058% 10/30/2023 Beach Point Capital Management LP5,123,919$57.90M34.2%+3.0%15.641% 10/24/2023 Bailard Inc.15,080$170K0.0%-22.2%0.046% 8/10/2023 Beach Point Capital Management LP4,973,395$57.34M23.9%+6.6%15.181% 7/27/2023EA Series Trust94,601$1.09M0.0%N/A0.290% 7/20/2023 Bailard Inc.19,383$223K0.0%N/A0.059% 5/2/2023 Beach Point Capital Management LP4,663,900$42.12M20.3%+17.9%14.293% 2/8/2023 Boston Partners305,442$2.95M0.0%-11.5%0.942% 1/27/2023 Beach Point Capital Management LP3,954,444$38.16M15.5%+12.7%12.198% 11/9/2022 Boston Partners344,945$3.74M0.0%-3.0%1.064% 11/4/2022 Russell Investments Group Ltd.105,720$1.14M0.0%-17.5%0.326% 10/24/2022 Beach Point Capital Management LP3,509,339$38.04M12.9%+7.1%10.826% 8/15/2022 Laurion Capital Management LP14,381$158K0.0%-27.2%0.044% 7/29/2022 Russell Investments Group Ltd.128,099$1.41M0.0%-2.7%0.396% 7/25/2022 Allspring Global Investments Holdings LLC4,188$46K0.0%-47.6%0.013% 7/20/2022 Beach Point Capital Management LP3,277,012$36.01M7.5%+6.7%10.120% 5/10/2022 Boston Partners366,760$4.01M0.0%-1.1%1.132% 5/5/2022 Russell Investments Group Ltd.131,617$1.44M0.0%-6.5%0.406% Elon’s BIGGEST warning yet? 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Click here to see why Tesla's about to prove everyone wrong... again.5/2/2022 Beach Point Capital Management LP3,072,167$33.61M5.1%+5.8%9.486% 2/16/2022 Wasatch Advisors Inc.977,103$13.39M0.1%+14.7%3.026% 2/15/2022 Adage Capital Partners GP L.L.C.1,166,141$15.98M0.0%-4.0%3.611% 2/11/2022 Allianz Asset Management GmbH10,963,806$150.20M0.1%+145.3%33.951% 2/8/2022 Northern Trust Corp93,436$1.28M0.0%+13.2%0.289% 2/4/2022 Boston Partners370,841$5.08M0.0%-0.9%1.148% 2/2/2022 New York State Common Retirement Fund3,865$53K0.0%-52.1%0.012% 1/28/2022 Allspring Global Investments Holdings LLC17,831$244K0.0%N/A0.055% 1/27/2022 Beach Point Capital Management LP2,903,376$39.78M6.4%+5.3%8.991% 1/21/2022 Russell Investments Group Ltd.140,780$1.93M0.0%-3.2%0.436% (Data available from 1/1/2016 forward) VEL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of VEL shares? During the previous two years, 48 institutional investors and hedge funds held shares of Velocity Financial. The most heavily invested institutionals were Snow Phipps Group LLC ($249.84M), Beach Point Capital Management LP ($91.40M), Adage Capital Partners GP L.L.C. ($8.31M), Vanguard Group Inc. ($7.62M), Dimensional Fund Advisors LP ($4.60M), Geode Capital Management LLC ($3.71M), and Goldman Sachs Group Inc. ($3.70M).Learn more on VEL's institutional investors. What percentage of Velocity Financial stock is owned by institutional investors? 97.49% of Velocity Financial stock is owned by institutional investors. Learn more on VEL's institutional investor holdings. Which institutional investors have been buying Velocity Financial stock? Of the 41 institutional investors that purchased Velocity Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Snow Phipps Group LLC ($1.08M), Beach Point Capital Management LP ($643.94K), Nomura Holdings Inc. ($151.96K), Goldman Sachs Group Inc. ($100.78K), EA Series Trust ($94.60K), Connor Clark & Lunn Investment Management Ltd. ($60.82K), and Dimensional Fund Advisors LP ($55.16K). How much institutional buying is happening at Velocity Financial? Institutional investors have bought a total of 2,710,786 shares in the last 24 months. This purchase volume represents approximately $46.22M in transactions. Which Velocity Financial major shareholders have been selling company stock? Of the 16 institutional investors that sold Velocity Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridgeway Capital Management LLC ($110.48K), Empowered Funds LLC ($35.83K), State Street Corp ($24.32K), Adage Capital Partners GP L.L.C. ($21.00K), Squarepoint Ops LLC ($15.42K), Connor Clark & Lunn Investment Management Ltd. ($12.46K), and Geode Capital Management LLC ($8.34K). How much institutional selling is happening at Velocity Financial? Institutional investors have sold a total of 252,222 shares in the last 24 months. This volume of shares sold represents approximately $4.75M in transactions. Related Companies LU Major Shareholders ENVA Major Shareholders BFH Major Shareholders FINV Major Shareholders PPBI Major Shareholders NTB Major Shareholders FBK Major Shareholders IREN Major Shareholders HUT Major Shareholders CASH Major Shareholders This page (NYSE:VEL) was last updated on 6/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredGold is soaring. Here’s how to get paid from itGold just broke through $3,300… And while the headlines shout about price targets, something even more powe...Investors Alley | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | Sponsored[No Brainer Gold Play]: “Show me a better investment.”A Historic Gold Announcement Is About to Rock Wall Street? 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