VO Institutional Ownership
Who owns VO and what the big funds did with it last quarter, from every SEC 13F filing. 2,486 funds reported holding VO at Jun 30, 2026.
- ▲1,128 buying vs 949 selling
- ▼Shares held by funds -2.9%
- ▲Funds holding +84
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,486 | 2,402 | +3.5% |
| In funds' top 10 | 266 | 264 | +0.8% |
| 13F shares | 940M | 968M | −2.9% |
| Held by funds | – | – | – |
| New positions | 155 | 109 | +42.2% |
| Increased | 973 | 1,089 | −10.7% |
| Reduced | 882 | 730 | +20.8% |
| Sold out | 67 | 84 | −20.2% |
| Calls (shares) | 5,600 | 5,600 | 0.0% |
| Puts (shares) | 1,200 | 0 | – |
| Put/call ratio | 0.77 | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VO
All superinvestors →
Who owns VO
share of fund held shares- Index and passive funds0.2%
- Active managers and hedge funds43.5%
- Banks and brokers55.6%
- Pensions, insurers and other0.7%
The top 10 holders own 55.6% of all VO shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,181 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−1.3M sh
- Axxcess Wealth Management, LLCTrimmed−1M sh
- SigFig Wealth Management, LLCTrimmed−812K sh
- International City Management Association Retirement CorpNew+648K sh
- New York Life Investment Management LLCAdded+391K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | – | 111M | $8.9B | +5.7M |
| 2 | Wells Fargo & Company/mn | – | 110M | $8.8B | −1.4M |
| 3 | Bank of America Corp /de/ | – | 74M | $6B | +1.5M |
| 4 | UBS Group AG | – | 55.5M | $4.5B | +1.9M |
| 5 | Morgan Stanley | – | 36.3M | $2.9B | +1.7M |
| 6 | Creative Planning | – | 32.7M | $2.6B | −530K |
| 7 | Raymond James Financial Inc | – | 31.3M | $2.5B | +1.2M |
| 8 | Envestnet Asset Management Inc | – | 24.8M | $2B | +1.2M |
| 9 | Northwestern Mutual Wealth Management Co | – | 24.4M | $2B | −850K |
| 10 | US Bancorp \de\ | – | 22.8M | $1.8B | +1.2M |
- Jones Financial Companies Lllp+5.7M sh+$454M
- UBS Group AG+1.9M sh+$155M
- Natixis Advisors, LLC+1.8M sh+$141M
- Morgan Stanley+1.7M sh+$140M
- Bank of America Corp /de/+1.5M sh+$118M
- Cambridge Investment Research Advisors, Inc.+1.4M sh+$113M
- Envestnet Asset Management Inc+1.2M sh+$96.6M
- Raymond James Financial Inc+1.2M sh+$96.3M
- Moneta Group Investment Advisors LLC−29.7M sh−$2.4B
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME−5.4M sh−$436M
- Chicago Partners Investment Group LLC−4.8M sh−$383M
- CBIZ Investment Advisory Services, LLC−892K sh−$256M
- Capital Asset Advisory Services LLC−3.1M sh−$247M
- Wells Fargo & Company/mn−1.4M sh−$112M
- Allworth Financial LP−979K sh−$78.9M
- Regions Financial Corp−952K sh−$76.7M
VO institutional ownership FAQ
Who owns the most VO stock?
In Q2 2026 13F filings the largest holder of VO was Jones Financial Companies Lllp, followed by Wells Fargo & Company/mn and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of VO is owned by institutions?
2,486 funds reported holding 940M VO shares at Jun 30, 2026.
Are hedge funds buying VO?
In Q2 2026, 1,128 funds bought VO (155 of them new positions) and 949 sold (67 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for VO is neutral.
What is VO's institutional put/call ratio?
Funds reported $348K of VO puts against $451K of calls, a put/call ratio of 0.77 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this VO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.