Who holds VTRSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VIATRIS INC · COM · quarter ended 2026-03-31 · 12 members disclosed VTRS ↗

792

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$10.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

371

addsholders whose share count rose or who opened the position (new + add), by shares

102

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of VTRS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	84,359,804	−2,465,013	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.0B	74,716,631	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$728M	53,911,237	—	no prior
4	STATE STREET CORP	$706M	52,233,699	−3,076,454	trim
5	DIMENSIONAL FUND ADVISORS LP	$518M	38,310,693	−1,715,608	trim
6	Rubric Capital Management LP	$453M	33,500,000	+8,000,000	add
7	GEODE CAPITAL MANAGEMENT, LLC	$430M	31,846,107	+739,183	add
8	Invesco Ltd.	$297M	21,968,657	−1,357,457	trim
9	DEERFIELD MANAGEMENT COMPANY, L.P.	$273M	20,206,170	0	no change
10	AMERIPRISE FINANCIAL INC	$270M	20,014,966	−6,830,423	trim
11	FMR LLC	$224M	16,588,514	+1,482,456	add
12	MORGAN STANLEY	$217M	16,089,939	−90,028	trim
13	Bank of New York Mellon Corp	$191M	14,128,917	+378,418	add
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$185M	13,674,306	+178,014	add
15	NORTHERN TRUST CORP	$141M	10,451,364	+87,602	add
16	Qube Research & Technologies Ltd	$131M	9,666,750	+9,149,066	add
17	GLENVIEW CAPITAL MANAGEMENT, LLC	$123M	9,087,244	−2,000,000	trim
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$115M	8,545,196	−116,534	trim
19	Callodine Capital Management, LP	$110M	8,118,742	−1,561,994	trim
20	BANK OF AMERICA CORP /DE/	$98.1M	7,259,555	−1,229,657	trim
21	DEUTSCHE BANK AG\	$88.0M	6,512,440	+2,249,555	add
22	VANGUARD FIDUCIARY TRUST CO	$87.6M	6,485,909	—	no prior
23	AQR CAPITAL MANAGEMENT LLC	$84.2M	6,341,318	+1,297,320	add
24	JUPITER ASSET MANAGEMENT LTD	$77.9M	5,768,153	+1,858,849	add
25	FRANKLIN RESOURCES INC	$75.2M	5,569,529	+4,660,845	add
26	Nuveen, LLC	$72.2M	5,347,207	+505,899	add
27	AMERICAN CENTURY COMPANIES INC	$62.5M	4,629,065	+596,271	add
28	Gotham Asset Management, LLC	$60.8M	4,500,352	+955,242	add
29	Man Group plc	$55.3M	4,092,860	+2,792,019	add
30	CITADEL ADVISORS LLC	$53.9M	3,993,155	−4,244,128	trim
31	CITIGROUP INC	$53.6M	3,966,552	+1,944,017	add
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$53.6M	3,964,630	+130,275	add
33	D. E. Shaw & Co., Inc.	$52.5M	3,882,541	−2,160,318	trim
34	Legal & General Group Plc	$51.9M	3,838,534	+252,886	add
35	SEI INVESTMENTS CO	$50.3M	3,720,915	+932,182	add
36	LAKEWOOD CAPITAL MANAGEMENT, LP	$49.6M	3,670,900	+1,989,600	add
37	Amundi	$46.0M	3,407,023	+1,578,117	add
38	UBS Group AG	$44.0M	3,257,531	+1,528,790	add
39	Invenomic Capital Management LP	$43.6M	3,229,112	−2,364,496	trim
40	BARCLAYS PLC	$42.5M	3,144,439	−2,283,426	trim
41	ROYAL BANK OF CANADA	$39.3M	2,907,645	+477,535	add
42	FIL Ltd	$39.0M	2,886,622	+190,300	add
43	MILLENNIUM MANAGEMENT LLC	$37.4M	2,764,658	−3,302,466	trim
44	Vanguard Global Advisers, LLC	$36.4M	2,691,561	—	no prior
45	Pictet Asset Management Holding SA	$34.4M	2,645,328	+285,217	add
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$33.1M	2,447,433	+293,633	add
47	VICTORY CAPITAL MANAGEMENT INC	$32.3M	2,394,145	−1,005,032	trim
48	ENVESTNET ASSET MANAGEMENT INC	$31.2M	2,305,952	+97,466	add
49	Swiss National Bank	$30.8M	2,279,402	−19,400	trim
50	Squarepoint Ops LLC	$30.7M	2,273,599	+294,228	add
51	JANE STREET GROUP, LLC	$29.6M	2,192,665	−2,865,478	trim
52	ARGENT CAPITAL MANAGEMENT LLC	$29.2M	2,160,900	+2,160,900	new
53	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$26.5M	1,959,377	+130,610	add
54	WEDGE CAPITAL MANAGEMENT L L P/NC	$26.3M	1,944,173	−734,028	trim
55	RHUMBLINE ADVISERS	$26.2M	1,941,082	−48,202	trim
56	Robeco Institutional Asset Management B.V.	$25.8M	1,908,453	+320,872	add
57	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$25.7M	1,901,000	+883,000	add
58	RAYMOND JAMES FINANCIAL INC	$25.1M	1,855,553	+356,463	add
59	DME Capital Management, LP	$24.6M	1,817,570	+1,817,570	new
60	Point72 Asset Management, L.P.	$24.0M	1,777,181	+1,777,181	new
61	HSBC HOLDINGS PLC	$23.1M	1,715,900	−1,857,040	trim
62	Bastion Asset Management Inc.	$21.0M	1,588,476	+348,584	add
63	STATE OF WISCONSIN INVESTMENT BOARD	$20.7M	1,529,115	+90,303	add
64	Arnhold LLC	$20.3M	1,505,974	−55,637	trim
65	Mitsubishi UFJ Asset Management Co., Ltd.	$18.5M	1,370,654	+86,368	add
66	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$18.0M	1,329,326	+1,247,326	add
67	PRINCIPAL FINANCIAL GROUP INC	$17.7M	1,311,425	+40,085	add
68	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$17.6M	1,305,217	+1,305,217	new
69	MANNING & NAPIER ADVISORS LLC	$17.3M	1,280,796	−119,204	trim
70	Monaco Asset Management SAM	$17.0M	1,255,620	−1,074,675	trim
71	BANK OF MONTREAL /CAN/	$16.9M	1,247,615	−50,294	trim
72	Woodline Partners LP	$15.8M	1,167,948	+7,224	add
73	Quantinno Capital Management LP	$15.7M	1,161,696	+169,967	add
74	WELLS FARGO & COMPANY/MN	$15.7M	1,160,097	−59,820	trim
75	ALLIANCEBERNSTEIN L.P.	$15.3M	1,229,714	−105,075	trim
76	BNP Paribas Asset Management Holding S.A.	$15.0M	1,108,006	−451,358	trim
77	THOMPSON INVESTMENT MANAGEMENT, INC.	$14.9M	1,105,192	−7,318	trim
78	VANGUARD ASSET MANAGEMENT, Ltd	$14.1M	1,043,155	—	no prior
79	LEVIN CAPITAL STRATEGIES, L.P.	$14.0M	1,039,633	+1,039,633	new
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$13.6M	1,005,275	−11,049	trim
81	BANK OF NOVA SCOTIA	$13.4M	989,581	+906,538	add
82	Advisors Asset Management, Inc.	$13.3M	983,531	+110,124	add
83	QSM Asset Management Ltd	$13.3M	996,132	−333,508	trim
84	STIFEL FINANCIAL CORP	$12.5M	923,786	−266,814	trim
85	CONTINENTAL ADVISORS LLC	$12.0M	888,750	−18,838	trim
86	Trexquant Investment LP	$11.9M	882,688	+664,083	add
87	HIGHLAND PEAK CAPITAL, LLC	$11.9M	877,918	+131,846	add
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$11.3M	833,436	+833,436	new
89	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.9M	805,267	−195,000	trim
90	Illinois Municipal Retirement Fund	$10.7M	792,757	+98,344	add
91	Assenagon Asset Management S.A.	$10.6M	783,134	−2,791,550	trim
92	Creative Planning	$10.4M	770,971	+175,288	add
93	NATIONAL BANK OF CANADA /FI/	$10.2M	754,655	+270,903	add
94	MILLER VALUE PARTNERS, LLC	$9.9M	731,676	+112,676	add
95	STOREBRAND ASSET MANAGEMENT AS	$9.8M	726,652	—	no prior
96	Bridgewater Associates, LP	$9.8M	725,884	−698,933	trim
97	GUGGENHEIM CAPITAL LLC	$9.2M	681,711	+119,120	add
98	Poehling Capital Management, INC.	$9.1M	674,632	−2,667	trim
99	Cambria Investment Management, L.P.	$9.1M	673,957	−59,259	trim
100	GROUP ONE TRADING LLC	$8.8M	652,721	+88,757	add
101	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.8M	649,903	+190,995	add
102	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.5M	627,641	+131,808	add
103	Lorne Steinberg Wealth Management Inc.	$8.4M	624,016	+624,016	new
104	Tejara Capital Ltd	$8.2M	604,520	+11,300	add
105	PRUDENTIAL FINANCIAL INC	$8.1M	597,766	−34,372	trim
106	TWINBEECH CAPITAL LP	$7.8M	579,100	+579,100	new
107	LPL Financial LLC	$7.8M	575,805	+21,958	add
108	Chevy Chase Trust Holdings, LLC	$7.7M	567,412	−16,550	trim
109	Corient Private Wealth LLC	$7.5M	558,224	−412,810	trim
110	NEW YORK STATE COMMON RETIREMENT FUND	$7.5M	556,499	−53,100	trim
111	Allianz Asset Management GmbH	$7.4M	550,739	−81,806	trim
112	Bell Bank	$7.2M	535,974	−16,676	trim
113	MACKENZIE FINANCIAL CORP	$7.2M	534,364	−118,067	trim
114	Janus Henderson Group Ltd.	$7.1M	527,179	+15,043	add
115	Y-Intercept (Hong Kong) Ltd	$7.1M	525,863	+353,591	add
116	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	519,568	+72,935	add
117	APG Asset Management N.V.	$6.7M	575,322	+1,964	add
118	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$6.7M	492,473	+7,373	add
119	CastleKnight Management LP	$6.4M	475,700	−19,100	trim
120	CANADA PENSION PLAN INVESTMENT BOARD	$6.4M	471,863	−41,107	trim
121	CAXTON ASSOCIATES LLP	$6.3M	469,212	−51,320	trim
122	Cutler Capital Management, LLC	$6.2M	456,272	−1,300	trim
123	Mitsubishi UFJ Trust & Banking Corp	$6.2M	455,268	+71,813	add
124	MOODY ALDRICH PARTNERS LLC	$6.1M	450,292	−128,284	trim
125	Brevan Howard Capital Management LP	$5.9M	433,509	+329,272	add
126	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.9M	433,317	−259,578	trim
127	FIFTH THIRD BANCORP	$5.7M	422,971	+323,098	add
128	State of New Jersey Common Pension Fund D	$5.3M	393,626	−12,624	trim
129	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.3M	391,326	+270,673	add
130	Cetera Investment Advisers	$5.2M	385,999	+9,612	add
131	Counterpoint Mutual Funds LLC	$5.1M	375,738	+146,742	add
132	TD ASSET MANAGEMENT INC	$5.0M	369,546	+165,670	add
133	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$4.9M	363,871	−10,693	trim
134	WORLDQUANT MILLENNIUM ADVISORS LLC	$4.8M	357,589	+314,683	add
135	Vident Advisory, LLC	$4.7M	350,648	+189,802	add
136	CIBC Bancorp USA Inc.	$4.7M	348,892	—	no prior
137	TOCQUEVILLE ASSET MANAGEMENT L.P.	$4.7M	346,976	−94,621	trim
138	TORONTO DOMINION BANK	$4.6M	344,036	−2,480,015	trim
139	KLP KAPITALFORVALTNING AS	$4.6M	341,600	−4,100	trim
140	Edgestream Partners, L.P.	$4.4M	329,276	+329,276	new
141	Cardinal Point Capital Management ULC	$4.4M	328,681	+1,000	add
142	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.4M	327,859	+34,499	add
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.3M	322,118	−23,049	trim
144	Arizona State Retirement System	$4.3M	316,366	−7,970	trim
145	Tidal Investments LLC	$4.3M	324,915	+240,335	add
146	WS MANAGEMENT LLLP	$4.3M	316,222	0	no change
147	Czech National Bank	$4.2M	313,680	+9,975	add
148	Howard Capital Management, LLC	$4.2M	309,411	−86,564	trim
149	Cerity Partners LLC	$4.1M	306,139	−322,564	trim
150	Royal Palms Capital LLC	$4.1M	301,482	+133,453	add
151	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.1M	300,899	−600	trim
152	Vanguard Investments Australia, Ltd.	$3.9M	290,719	—	no prior
153	Mirae Asset Global Investments Co., Ltd.	$3.8M	283,050	+26,217	add
154	ING GROEP NV	$3.8M	281,644	+281,644	new
155	Voleon Capital Management LP	$3.8M	281,157	+256,148	add
156	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.8M	280,376	−4,170	trim
157	Vanguard Personalized Indexing Management, LLC	$3.8M	278,418	−2,559	trim
158	Quantbot Technologies LP	$3.8M	277,820	+214,897	add
159	FIRST CITIZENS BANK & TRUST CO	$3.7M	271,915	−34,101	trim
160	Headlands Technologies LLC	$3.6M	269,260	+234,115	add
161	MetLife Investment Management, LLC	$3.6M	269,168	−6,984	trim
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.6M	268,296	+388	add
163	Sanctuary Advisors, LLC	$3.6M	264,029	+22,908	add
164	STANCE CAPITAL LLC	$3.6M	263,327	+263,327	new
165	Philip James Wealth Mangement, LLC	$3.5M	260,728	−8,931	trim
166	CIBC Asset Management Inc	$3.5M	257,647	+896	add
167	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.4M	253,382	−44,563	trim
168	Alexander Randolph Advisory, Inc.	$3.4M	253,324	−77,021	trim
169	Retirement Systems of Alabama	$3.3M	244,590	−431	trim
170	NISA INVESTMENT ADVISORS, LLC	$3.3M	244,569	−2,394	trim
171	US BANCORP \DE\	$3.3M	243,816	+99,000	add
172	Factorial Partners, LLC	$3.2M	238,000	−27,000	trim
173	Envestnet Portfolio Solutions, Inc.	$3.2M	236,904	−28,502	trim
174	Wealthfront Advisers LLC	$3.2M	233,854	+4,064	add
175	Sterling Capital Management LLC	$3.1M	232,342	−25,958	trim
176	HANCOCK WHITNEY CORP	$3.1M	210,627	+14,989	add
177	ProShare Advisors LLC	$3.1M	229,555	−45,365	trim
178	SIG BROKERAGE, LP	$3.1M	225,853	+44,171	add
179	Lifeworks Advisors, LLC	$3.0M	225,206	−453,540	trim
180	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.0M	220,763	−114,526	trim
181	BOOTHBAY FUND MANAGEMENT, LLC	$2.9M	214,577	+23,214	add
182	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.9M	212,048	+201,061	add
183	Magnetar Financial LLC	$2.9M	211,247	+211,247	new
184	Asset Management One Co., Ltd.	$2.8M	210,325	−17,676	trim
185	NEOS Investment Management LLC	$2.8M	207,779	+11,466	add
186	Kendall Capital Management	$2.8M	207,623	−1,967	trim
187	KEYBANK NATIONAL ASSOCIATION/OH	$2.8M	206,312	+25,880	add
188	FIRST TRUST ADVISORS LP	$2.7M	200,829	+17,940	add
189	TWO SIGMA INVESTMENTS, LP	$2.7M	200,600	+200,600	new
190	Mariner, LLC	$2.7M	199,759	−35,935	trim
191	CWM, LLC	$2.7M	196,990	+22,950	add
192	Waterfront Wealth Inc.	$2.6M	193,841	−69,700	trim
193	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.6M	193,416	−16,557	trim
194	Utah Retirement Systems	$2.5M	187,640	−6,152	trim
195	NewEdge Advisors, LLC	$2.5M	184,938	+184,938	new
196	&PARTNERS	$2.4M	175,717	+8,513	add
197	CM Management, LLC	$2.4M	175,000	−25,000	trim
198	CLARK ESTATES INC/NY	$2.3M	171,566	0	no change
199	Engineers Gate Manager LP	$2.3M	167,699	−170,148	trim
200	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.1M	158,870	+113,339	add
201	GREAT LAKES ADVISORS, LLC	$2.1M	158,513	−10	trim
202	Aberdeen Group plc	$2.1M	155,945	−33,153	trim
203	COMMERCE BANK	$2.1M	153,946	+1,546	add
204	Ally Financial Inc.	$2.1M	152,991	0	no change
205	COMMONWEALTH EQUITY SERVICES, LLC	$2.0M	151,554	−23,046	trim
206	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.0M	149,372	−23,973	trim
207	MERCER GLOBAL ADVISORS INC /ADV	$2.0M	146,854	+864	add
208	Atria Investments, Inc	$2.0M	146,223	−3,725	trim
209	AMG National Trust Bank	$2.0M	145,100	−3,487	trim
210	XTX Topco Ltd	$1.9M	144,138	+52,601	add
211	Focus Partners Advisor Solutions, LLC	$1.9M	141,557	+106,190	add
212	CAPSTONE INVESTMENT ADVISORS, LLC	$1.9M	141,236	+4,575	add
213	Daiwa Securities Group Inc.	$1.9M	138,280	+20,221	add
214	UniSuper Management Pty Ltd	$1.8M	135,665	−25,827	trim
215	Baird Financial Group, Inc.	$1.8M	135,046	+135,046	new
216	NATIXIS	$1.8M	134,531	+134,531	new
217	Focus Partners Wealth	$1.8M	132,034	−3,468	trim
218	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.8M	131,849	−100	trim
219	XPONANCE LLC	$1.7M	128,146	+28,316	add
220	CIBC WORLD MARKET INC.	$1.7M	126,854	+48,491	add
221	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$1.7M	125,761	+125,761	new
222	OSAIC HOLDINGS, INC.	$1.7M	122,435	+9,905	add
223	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.7M	122,282	−1,177	trim
224	EFG International AG	$1.6M	122,099	−56	trim
225	Disciplined Equity Management, Inc.	$1.5M	114,250	−24,270	trim
226	YOUSIF CAPITAL MANAGEMENT, LLC	$1.5M	114,181	−4,919	trim
227	Empowered Funds, LLC	$1.5M	109,726	−184,705	trim
228	Rakuten Investment Management, Inc.	$1.5M	113,433	+10,709	add
229	HighTower Advisors, LLC	$1.5M	108,052	+19,630	add
230	Hillsdale Investment Management Inc.	$1.5M	107,800	+17,900	add
231	Atom Investors LP	$1.4M	106,772	+106,772	new
232	Live Oak Private Wealth LLC	$1.4M	106,416	−3,886	trim
233	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.4M	105,980	−11,197	trim
234	RITHOLTZ WEALTH MANAGEMENT	$1.4M	104,828	+94,389	add
235	MFA WEALTH ADVISORS, LLC	$1.4M	104,801	0	no change
236	OneDigital Investment Advisors LLC	$1.4M	103,244	−7,350	trim
237	PRELUDE CAPITAL MANAGEMENT, LLC	$1.4M	102,186	+87,295	add
238	Swiss Life Asset Management Ltd	$1.4M	100,279	+41,387	add
239	AMERICAN FINANCIAL GROUP INC	$1.4M	100,000	0	no change
240	Mork Capital Management, LLC	$1.4M	100,000	0	no change
241	Aquatic Capital Management LLC	$1.3M	99,833	+99,833	new
242	Rafferty Asset Management, LLC	$1.3M	99,502	−44,658	trim
243	Sequoia Financial Advisors, LLC	$1.3M	99,279	+14,234	add
244	M&T BANK CORP	$1.3M	98,977	+1,722	add
245	Elo Mutual Pension Insurance Co	$1.3M	97,732	+97,732	new
246	Federation des caisses Desjardins du Quebec	$1.3M	94,833	−20,895	trim
247	IMC-Chicago, LLC	$1.3M	93,825	+22,472	add
248	Schonfeld Strategic Advisors LLC	$1.2M	92,410	+92,410	new
249	Vinva Investment Management Ltd	$1.2M	65,231	−30,994	trim
250	Machina Capital S.A.S.	$1.2M	90,582	+90,582	new
251	Kestra Advisory Services, LLC	$1.2M	90,526	+10,145	add
252	Ethic Inc.	$1.2M	90,477	+9,904	add
253	LECAP ASSET MANAGEMENT LTD	$1.2M	88,141	+88,141	new
254	OPPENHEIMER ASSET MANAGEMENT INC.	$1.2M	85,916	+3,450	add
255	Sumitomo Mitsui Trust Group, Inc.	$1.1M	85,015	+8,013	add
256	Point Nemo Capital, LLC	$1.1M	84,926	—	no prior
257	Americana Partners, LLC	$1.1M	79,544	+20,200	add
258	IEQ CAPITAL, LLC	$1.0M	76,486	−131,131	trim
259	Pathstone Holdings, LLC	$1.0M	76,019	+42	add
260	Convergence Investment Partners, LLC	$1.0M	75,204	+75,204	new
261	AlphaCore Capital LLC	$998K	73,837	+12,867	add
262	Athena Investment Management	$975K	72,134	+8,250	add
263	AXQ CAPITAL, LP	$954K	70,622	+70,622	new
264	QUADRANT CAPITAL GROUP LLC	$950K	70,339	−439	trim
265	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$944K	69,909	+69,909	new
266	MIZUHO SECURITIES USA LLC	$941K	69,630	−14,234	trim
267	Summit Trail Advisors, LLC	$916K	67,778	+21,675	add
268	Graham Capital Management, L.P.	$910K	67,375	+33,511	add
269	Norinchukin Bank, The	$891K	65,931	−265	trim
270	Ensign Peak Advisors, Inc	$887K	65,686	0	no change
271	HARTFORD INVESTMENT MANAGEMENT CO	$879K	65,099	−776	trim
272	Allspring Global Investments Holdings, LLC	$871K	63,902	+7,535	add
273	GATEWAY INVESTMENT ADVISERS LLC	$863K	63,872	−8,291	trim
274	Old North State Wealth Management, LLC	$862K	63,792	−18,964	trim
275	Merit Financial Group, LLC	$855K	63,311	+5,056	add
276	WINTON GROUP Ltd	$853K	63,124	−315,653	trim
277	Maryland State Retirement & Pension System	$839K	55,472	0	no change
278	TRUIST FINANCIAL CORP	$829K	61,395	−8,723	trim
279	HB Wealth Management, LLC	$812K	60,076	+4,297	add
280	Rockefeller Capital Management L.P.	$808K	59,826	+11,381	add
281	MOODY NATIONAL BANK TRUST DIVISION	$797K	59,004	−2,280	trim
282	BURNEY CO/	$786K	58,161	−137,915	trim
283	Caprock Group, LLC	$778K	57,604	+6,545	add
284	Diversified Trust Co	$763K	56,489	−622	trim
285	BEACON INVESTMENT ADVISORY SERVICES, INC.	$757K	56,034	+8,597	add
286	FOX RUN MANAGEMENT, L.L.C.	$748K	57,731	+57,731	new
287	PERKINS CAPITAL MANAGEMENT INC	$742K	54,895	−3,000	trim
288	Quinn Opportunity Partners LLC	$733K	54,220	0	no change
289	Savant Capital, LLC	$718K	53,146	+24,515	add
290	Systematic Alpha Investments, LLC	$712K	52,730	0	no change
291	MACQUARIE GROUP LTD	$712K	52,706	+4,524	add
292	Fairvoy Private Wealth, LLC	$707K	52,320	+52,320	new
293	Walleye Trading LLC	$686K	50,756	+50,756	new
294	OMERS ADMINISTRATION Corp	$677K	50,088	0	no change
295	Generali Investments CEE, investicni spolecnost, a.s.	$676K	50,008	−229,735	trim
296	DnB Asset Management AS	$660K	48,883	+35,729	add
297	Walleye Capital LLC	$653K	48,352	+48,352	new
298	OCCUDO QUANTITATIVE STRATEGIES LP	$649K	43,445	+43,445	new
299	COLDSTREAM CAPITAL MANAGEMENT INC	$645K	47,723	+2,021	add
300	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$643K	47,577	−113,842	trim
301	MUFG Securities EMEA plc	$638K	47,218	0	no change
302	Meeder Advisory Services, Inc.	$631K	46,716	+963	add
303	KENNEDY CAPITAL MANAGEMENT LLC	$625K	46,257	+46,257	new
304	Brooklyn Investment Group	$601K	44,515	+7,760	add
305	QRG CAPITAL MANAGEMENT, INC.	$588K	43,492	+43,492	new
306	Compound Planning, Inc.	$583K	43,142	+3,774	add
307	Vestmark Advisory Solutions, Inc.	$574K	42,463	+8,565	add
308	NOMURA ASSET MANAGEMENT CO LTD	$571K	42,280	−19,280	trim
309	Jefferies Financial Group Inc.	$566K	41,894	+7,872	add
310	SUMMITRY LLC	$564K	41,749	+327	add
311	Private Advisor Group, LLC	$561K	41,557	−1,265	trim
312	Verition Fund Management LLC	$539K	39,928	−219,963	trim
313	Concurrent Investment Advisors, LLC	$539K	39,916	+7,053	add
314	Empirical Finance, LLC	$532K	39,406	−92	trim
315	Abacus Planning Group, Inc.	$530K	39,261	−739	trim
316	Alpha Omega Wealth Management LLC	$530K	39,253	−67,388	trim
317	ELEVATION POINT WEALTH PARTNERS, LLC	$528K	39,055	+5,128	add
318	Uncommon Cents Investing LLC	$523K	38,705	+800	add
319	Leonteq Securities AG	$517K	38,294	+36,998	add
320	SIMPLEX TRADING, LLC	$516K	38,221	+38,221	new
321	Equitable Holdings, Inc.	$516K	41,397	+205	add
322	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$507K	37,531	+37,531	new
323	AIGEN INVESTMENT MANAGEMENT, LP	$505K	37,377	+21,448	add
324	Crossmark Global Holdings, Inc.	$503K	37,258	—	no prior
325	GREENLEAF TRUST	$499K	36,970	+1,895	add
326	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$498K	36,854	+53	add
327	OpenArc Corporate Advisory, LLC	$492K	36,444	+7,460	add
328	D.A. DAVIDSON & CO.	$480K	35,554	+7,456	add
329	Mengis Capital Management, Inc.	$475K	35,192	+988	add
330	Sumitomo Mitsui DS Asset Management Company, Ltd	$461K	34,110	+4,622	add
331	North Dakota State Investment Board	$456K	33,754	−6,509	trim
332	MMA ASSET MANAGEMENT LLC	$453K	33,501	−3,830	trim
333	CIDEL ASSET MANAGEMENT INC	$451K	33,357	+4,523	add
334	Polymer Capital Management (US) LLC	$450K	33,324	−58,134	trim
335	Verdad Advisers, LP	$439K	32,500	−32,500	trim
336	Independent Advisor Alliance	$432K	31,991	+834	add
337	Fieldview Capital Management, LLC	$432K	31,951	+31,951	new
338	Sowell Financial Services LLC	$431K	31,906	+31,906	new
339	MUFG SECURITIES AMERICAS INC.	$431K	31,870	+841	add
340	CHOREO, LLC	$428K	31,722	−2,387	trim
341	MAI Capital Management	$427K	31,574	+1,243	add
342	BTG Pactual Asset Management US LLC	$424K	31,389	+15,209	add
343	SECURIAN ASSET MANAGEMENT, INC	$422K	31,218	−100	trim
344	AIA Group Ltd	$407K	30,099	+10,394	add
345	Three Seasons Wealth, LLC	$405K	30,000	+30,000	new
346	PROFUND ADVISORS LLC	$398K	29,453	−10,804	trim
347	Aaron Wealth Advisors LLC	$394K	29,184	+50	add
348	CITIZENS FINANCIAL GROUP INC/RI	$393K	29,125	−2,716	trim
349	Quadrature Capital Ltd	$387K	28,672	+28,672	new
350	Vise Technologies, Inc.	$382K	30,669	0	no change
351	Krilogy Financial LLC	$381K	27,201	+11,995	add
352	State of Wyoming	$380K	28,109	−10,488	trim
353	Carson Advisory Inc.	$380K	28,100	0	no change
354	Lido Advisors, LLC	$377K	27,922	−5,048	trim
355	Lion Point Capital, LP	$374K	27,700	0	no change
356	Beacon Pointe Advisors, LLC	$372K	27,557	+13,982	add
357	E Fund Management Co., Ltd.	$372K	27,545	—	no prior
358	Neo Ivy Capital Management	$366K	27,115	−4,776	trim
359	Axiom Financial Strategies, LLC	$366K	27,084	+4,492	add
360	SCOTIA CAPITAL INC.	$365K	27,030	−518	trim
361	RWA WEALTH PARTNERS, LLC	$364K	26,967	0	no change
362	Sagewood Asset Management LP	$357K	26,443	+2,440	add
363	Stratos Wealth Partners, LTD.	$355K	26,239	+368	add
364	Gator Capital Management, LLC	$352K	26,036	−6,000	trim
365	IHT Wealth Management, LLC	$349K	25,819	+25,819	new
366	B. Riley Wealth Advisors, Inc.	$348K	26,862	−327	trim
367	Marex Group Ltd	$346K	25,594	−206	trim
368	DRW Securities, LLC	$345K	26,173	+15,337	add
369	World Investment Advisors	$343K	25,423	+3,606	add
370	Pekin Hardy Strauss, Inc.	$341K	25,276	−9,027	trim
371	KESTRA PRIVATE WEALTH SERVICES, LLC	$341K	25,225	−311	trim
372	FEDERATED HERMES, INC.	$340K	25,185	+20,267	add
373	Essex Financial Services, Inc.	$340K	25,159	+1,900	add
374	Carnegie Lake Advisors LLC	$338K	25,044	−575	trim
375	Dakota Wealth Management	$337K	24,967	+9,805	add
376	ALBERT D MASON INC	$330K	24,406	−320	trim
377	EXCHANGE TRADED CONCEPTS, LLC	$328K	24,243	−604,874	trim
378	OPPENHEIMER & CO INC	$326K	24,109	+1,357	add
379	Procyon Advisors, LLC	$324K	23,993	+9,617	add
380	OXFORD ASSET MANAGEMENT LLP	$323K	23,928	+23,928	new
381	MSH Capital Advisors LLC	$320K	23,682	+176	add
382	Retireful, LLC	$317K	23,435	+1,329	add
383	PFG Investments, LLC	$312K	23,123	+6,665	add
384	Zhang Financial LLC	$307K	22,750	−1,137	trim
385	Pinnacle Financial Partners, Inc.	$307K	22,742	−2,216	trim
386	AlphaStar Capital Management, LLC	$307K	22,734	+5,228	add
387	CI INVESTMENTS INC.	$303K	22,398	−26	trim
388	Allworth Financial LP	$297K	21,979	+5,660	add
389	FRONTIER CAPITAL MANAGEMENT CO LLC	$296K	21,914	+21,914	new
390	Metis Global Partners, LLC	$296K	21,884	−3,396	trim
391	BERKSHIRE ASSET MANAGEMENT LLC/PA	$295K	21,867	−595	trim
392	Paragon Capital Management Ltd	$294K	21,782	−962	trim
393	Apollon Wealth Management, LLC	$292K	21,628	−1,606	trim
394	Strategic Family Wealth Counselors, L.L.C.	$289K	21,394	0	no change
395	FIRST MANHATTAN CO. LLC.	$286K	21,167	+21,167	new
396	BEAM WEALTH ADVISORS, INC.	$285K	21,095	−6,787	trim
397	TEMA ETFS LLC	$285K	21,077	+105	add
398	PATTON FUND MANAGEMENT, INC.	$276K	20,402	0	no change
399	MQS Management LLC	$275K	20,366	+20,366	new
400	MGO ONE SEVEN LLC	$273K	20,205	+4,372	add
401	Laird Norton Wetherby Trust Company, LLC	$270K	20,011	+2,841	add
402	Cinctive Capital Management LP	$270K	20,000	−46,148	trim
403	Essex LLC	$268K	19,818	+5	add
404	GC Wealth Management RIA, LLC	$266K	19,725	−13,310	trim
405	Frec Markets, Inc.	$262K	19,415	+6,453	add
406	111 Capital	$260K	19,219	+19,219	new
407	Impact Partnership Wealth, LLC	$248K	18,392	−6,577	trim
408	Cohen Klingenstein LLC	$248K	18,354	0	no change
409	MML INVESTORS SERVICES, LLC	$246K	18,193	+18,193	new
410	JOHNSON INVESTMENT COUNSEL INC	$245K	18,161	−739	trim
411	DoubleLine ETF Adviser LP	$244K	18,060	+18,060	new
412	J.W. COLE ADVISORS, INC.	$242K	17,907	+1,297	add
413	BALYASNY ASSET MANAGEMENT L.P.	$242K	17,894	+658	add
414	JOURNEY STRATEGIC WEALTH LLC	$240K	17,761	+1,186	add
415	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$236K	17,460	0	no change
416	SBI Securities Co., Ltd.	$235K	17,404	−5,044	trim
417	Perigon Wealth Management, LLC	$230K	16,990	+349	add
418	CREDIT AGRICOLE S A	$229K	16,957	−334,206	trim
419	SALEM INVESTMENT COUNSELORS INC	$226K	16,696	−1,248	trim
420	Appalachian Capital Management Ltd	$225K	16,625	−362	trim
421	Waverly Advisors, LLC	$223K	16,513	+3,161	add
422	SAGESPRING WEALTH PARTNERS, LLC	$222K	16,434	+806	add
423	Round Hill Asset Management	$221K	16,330	−150	trim
424	Chicago Partners Investment Group LLC	$219K	15,081	+637	add
425	UMB Bank, n.a.	$218K	16,138	+3,145	add
426	BLAIR WILLIAM & CO/IL	$217K	16,077	+512	add
427	QTR Family Wealth, LLC	$217K	15,564	−23	trim
428	EP Wealth Advisors, LLC	$214K	15,806	−116,582	trim
429	SIGNATUREFD, LLC	$213K	15,744	+2,224	add
430	CHILDRESS CAPITAL ADVISORS, LLC	$213K	15,730	−1,645	trim
431	Bleakley Financial Group, LLC	$212K	15,678	+15,678	new
432	EVERGREEN CAPITAL MANAGEMENT LLC	$211K	15,647	+1,155	add
433	Meadowbrook Advisors Group, LLC	$210K	15,539	+15,539	new
434	Telos Capital Management, Inc.	$208K	15,382	+15,382	new
435	EVOLVE PRIVATE WEALTH, LLC	$207K	15,321	+1,998	add
436	Savvy Advisors, Inc.	$205K	15,152	+1,496	add
437	Wealthcare Advisory Partners LLC	$203K	15,049	−1,510	trim
438	Cherokee Insurance Co	$203K	15,006	0	no change
439	SHRIER WEALTH MANAGEMENT, LLC	$202K	14,974	−3,546	trim
440	Resona Asset Management Co.,Ltd.	$202K	15,549	+1,702	add
441	Mountain Hill Investment Partners Corp.	$193K	14,263	0	no change
442	Composition Wealth, LLC	$192K	14,189	+921	add
443	Forza Wealth Management, LLC	$190K	14,062	−581	trim
444	Aspen Grove Capital, LLC	$190K	14,049	0	no change
445	Taylor Hoffman Capital Management LLC	$189K	14,017	−52	trim
446	Smartleaf Asset Management LLC	$189K	14,592	−1,061	trim
447	PINNACLE ASSOCIATES LTD	$189K	13,981	+196	add
448	Ballentine Partners, LLC	$188K	13,930	+2,254	add
449	STEPHENS INC /AR/	$187K	13,870	−3,221	trim
450	Verdence Capital Advisors LLC	$187K	13,849	−59	trim
451	Choate Investment Advisors	$187K	13,829	−427	trim
452	Huntleigh Advisors, Inc.	$187K	13,806	−4	trim
453	PERSONAL CFO SOLUTIONS, LLC	$184K	13,654	−1,596	trim
454	Steward Partners Investment Advisory, LLC	$184K	13,644	+868	add
455	Trust Asset Management LLC	$179K	13,268	0	no change
456	ENTERPRISE FINANCIAL SERVICES CORP	$179K	13,222	+13,222	new
457	Lake Hills Wealth Management, LLC	$178K	13,176	+13,176	new
458	Syverson Strege & Co	$176K	13,011	+1,495	add
459	Francis Financial, Inc.	$175K	12,988	0	no change
460	BROWN ADVISORY INC	$174K	12,901	−3,491	trim
461	Checchi Capital Advisers, LLC	$174K	12,856	+12,856	new
462	AE Wealth Management LLC	$174K	12,845	+12,845	new
463	Arax Advisory Partners	$173K	10,932	+7,006	add
464	CHICAGO TRUST Co NA	$169K	12,527	0	no change
465	REGIONS FINANCIAL CORP	$168K	12,467	−42	trim
466	KEYNOTE FINANCIAL SERVICES LLC	$168K	12,440	0	no change
467	Principle Wealth Partners LLC	$165K	12,242	0	no change
468	Abel Hall, LLC	$163K	12,054	0	no change
469	Parkside Financial Bank & Trust	$163K	12,038	+36	add
470	Eurizon Capital SGR S.p.A.	$162K	12,313	0	no change
471	PANAGORA ASSET MANAGEMENT INC	$161K	11,949	0	no change
472	TCTC Holdings, LLC	$161K	11,941	−3,646	trim
473	Turtle Creek Wealth Advisors, LLC	$161K	11,929	+11,929	new
474	Calamos Advisors LLC	$159K	11,799	+11,799	new
475	Calamos Wealth Management LLC	$159K	11,799	+11,799	new
476	Orion Porfolio Solutions, LLC	$159K	11,784	−1,197	trim
477	EXENCIAL WEALTH ADVISORS, LLC	$156K	11,557	+11,557	new
478	HUB Investment Partners, LLC	$149K	11,002	−634	trim
479	Mraz, Amerine & Associates, Inc.	$149K	11,000	0	no change
480	Dorsey & Whitney Trust CO LLC	$148K	10,932	0	no change
481	Deseret Mutual Benefit Administrators	$147K	10,899	−4,783	trim
482	Vontobel Holding Ltd.	$147K	10,846	−8,874	trim
483	EVOKE WEALTH, LLC	$144K	10,686	−56	trim
484	AGH Wealth Advisors, LLC	$144K	10,653	−913	trim
485	UHLMANN PRICE SECURITIES, LLC	$144K	10,663	+10,663	new
486	Tower Research Capital LLC (TRC)	$144K	10,636	−53,318	trim
487	Kovack Advisors, Inc.	$143K	10,589	−7,868	trim
488	Brendel Financial Advisors LLC	$143K	10,592	0	no change
489	Intelligence Driven Advisers, LLC	$140K	10,347	+10,347	new
490	Argentarii, LLC	$139K	10,323	+10,323	new
491	Ameritas Investment Partners, Inc.	$139K	10,309	0	no change
492	MARINO, STRAM & ASSOCIATES LLC	$139K	10,254	−40	trim
493	OAK ASSOCIATES LTD /OH/	$138K	10,205	−13,342	trim
494	Joel Isaacson & Co., LLC	$137K	10,114	−393	trim
495	Aptus Capital Advisors, LLC	$136K	10,101	+10,101	new
496	YHB Investment Advisors, Inc.	$136K	10,057	+10,057	new
497	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$135K	10,000	−1	trim
498	ASSETMARK, INC	$132K	9,770	+491	add
499	Bank Julius Baer & Co. Ltd, Zurich	$124K	9,213	−2,450	trim
500	TD Waterhouse Canada Inc.	$123K	9,054	+2,625	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · VTRS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Miller Value Partners $70.7M held
Trimming: 3 Glenview Capital, Bridgewater Associates, Caxton Associates $139M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VIATRIS INC

Merged timeline of congressional filings and notable-manager moves on VTRS
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+955,242 sh
2026-05-15	Miller Value Partners 13F	add	+112,676 sh
2026-05-15	Glenview Capital 13F	trim	−2,000,000 sh
2026-05-15	Bridgewater Associates 13F	trim	−698,933 sh
2026-05-14	Caxton Associates 13F	trim	−51,320 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed VTRS — the congressional view ↗