Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 792 holders are listed, largest first: 792
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $10.4B
holders whose share count rose or who opened the position (new + add), by shares: 371
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 102

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed VTRS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).