victory capital is an investment management firm operating a next-generation, integrated multi-boutique business model with $62.3 billion in assets under management as of june 30, 2018.* our differentiated model is comprised of nine autonomous investment franchises, each with an independent culture and investment approach. additionally, we offer a rules-based solutions platform, featuring our victoryshares etf brand as well as custom and multi-asset class strategies. our investment franchises and solutions platform are supported by a centralized distribution, marketing and operational environment, in which our investment professionals—unencumbered by other responsibilities—can focus solely on the pursuit of investment excellence. victory capital provides institutions, financial advisors and retirement platforms with a variety of asset classes and investment vehicles, including separately managed accounts, collective trusts, mutual funds, etfs and uma/sma vehicles. we are headquartered
Company profile
Ticker
VCTR
Exchange
Website
CEO
David Brown
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
VCH Holdings, LLC • Victory Capital Operating, LLC • Victory Capital Management Inc. • Victory Capital Services, Inc. • Victory Company • WestEnd Advisors, LLC ...
VCTR stock data
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
16 Apr 24
8-K
Victory Capital Reports March 2024 Total Client Assets
9 Apr 24
DEFA14A
Additional proxy soliciting materials
28 Mar 24
DEF 14A
Definitive proxy
28 Mar 24
ARS
2023 FY
Annual report to shareholders
28 Mar 24
8-K
Victory Capital Reports February 2024 Total Client Assets
11 Mar 24
10-K
2023 FY
Annual report
29 Feb 24
8-K
Other Events
12 Feb 24
8-K
Results of Operations and Financial Condition
8 Feb 24
8-K
Schedules Fourth-Quarter Financial Results Conference Call for February 9
10 Jan 24
Transcripts
VCTR
Earnings call transcript
2023 Q4
9 Feb 24
VCTR
Earnings call transcript
2023 Q3
3 Nov 23
VCTR
Earnings call transcript
2023 Q2
4 Aug 23
VCTR
Earnings call transcript
2023 Q1
5 May 23
VCTR
Earnings call transcript
2022 Q4
10 Feb 23
VCTR
Earnings call transcript
2022 Q3
4 Nov 22
VCTR
Earnings call transcript
2022 Q2
6 Aug 22
VCTR
Earnings call transcript
2022 Q1
6 May 22
VCTR
Earnings call transcript
2021 Q4
11 Feb 22
VCTR
Earnings call transcript
2021 Q3
5 Nov 21
Latest ownership filings
4
Alan Rappaport
12 Apr 24
4
Mary M. Jackson
12 Apr 24
4
ROBERT J/NY HURST
12 Apr 24
4
Karin Hirtler-Garvey
12 Apr 24
4
RICHARD M DEMARTINI
12 Apr 24
4
Lawrence Davanzo
12 Apr 24
4
Robert V. Jr. Delaney
11 Apr 24
4
Mannik S. Dhillon
19 Mar 24
4
Nina Gupta
19 Mar 24
4
Michael Dennis Policarpo
19 Mar 24
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
84.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 183 |
Opened positions | 27 |
Closed positions | 18 |
Increased positions | 84 |
Reduced positions | 44 |
13F shares | Current |
---|---|
Total value | 1.53 tn |
Total shares | 54.85 mm |
Total puts | 4.20 k |
Total calls | 13.30 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
Crestview Partners II GP | 18.26 mm | $608.76 bn |
Reverence Capital Partners Opportunities Fund I | 5.25 mm | $0.00 |
Reverence Capital Partners | 3.35 mm | $111.56 bn |
Vanguard | 3.11 mm | $103.60 bn |
BLK Blackrock | 2.68 mm | $89.27 bn |
Van Berkom & Associates | 1.82 mm | $60.54 mm |
LSV Asset Management | 1.38 mm | $46.04 mm |
Dimensional Fund Advisors | 1.36 mm | $45.27 bn |
Capital World Investors | 1.20 mm | $39.87 bn |
CI Private Wealth | 1.05 mm | $34.90 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
10 Apr 24 | Crestview Partners II GP | Common Stock, par value $0.01 per share | Grant | Acquire A | Yes | No | 43.58 | 1,104 | 48.11 k | 11,613,248 |
10 Apr 24 | Davanzo Lawrence | Common Stock | Grant | Acquire A | No | No | 43.58 | 573 | 24.97 k | 19,014 |
10 Apr 24 | Demartini Richard M | Common Stock | Grant | Acquire A | No | No | 43.58 | 659 | 28.72 k | 11,452 |
10 Apr 24 | Hirtler-Garvey Karin | Common Stock | Grant | Acquire A | No | No | 43.58 | 573 | 24.97 k | 37,945 |
10 Apr 24 | Hurst Robert J | Common Stock | Grant | Acquire A | No | No | 43.58 | 1,061 | 46.24 k | 25,130 |
News
UBS Maintains Neutral on Victory Capital Holdings, Raises Price Target to $48
22 Apr 24
B. Riley Securities Maintains Buy on Victory Capital Holdings, Raises Price Target to $57
19 Apr 24
The Latest Analyst Ratings For Victory Capital Holdings
17 Apr 24
BMO Capital Maintains Outperform on Victory Capital Holdings, Raises Price Target to $55
17 Apr 24
Amundi And Victory Capital To Forge Strategic Alliance, Broadening US Investment Opportunities
16 Apr 24
Press releases
Amundi and Victory Capital announce plan to establish a strategic partnership:
16 Apr 24
Victory Capital Reports March 2024 Total Client Assets
9 Apr 24
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Victory Capital Holdings, Inc. (NASDAQ: VCTR)
2 Apr 24
Victory Capital Receives Nine 2024 US LSEG Lipper Fund Awards
14 Mar 24
Victory Capital Reports February 2024 Total Client Assets
11 Mar 24