VTRS · Company research
Viatris Inc. (VTRS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 2569000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182 | 3225 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64864 | 1030038 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Round Hill Asset Management | 1696438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16104 | 255732 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250000 | 19850000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25192 | 400057 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38693 | 614445 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50604 | 804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20061 | 318569 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22631 | 359380 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118496 | 1881740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544427 | 8645500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240584 | 3820474 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Copia Wealth Management | 2058771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 349 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23457 | 372497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Investment Partners LLC | 2145170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124 | 1969 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17800 | 282665 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229 | 3637 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MFA WEALTH ADVISORS, LLC | 1688184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104801 | 1664240 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cardinal Point Capital Management ULC | 1950841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 329921 | 5239145 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50008 | 794127 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| 1620 INVESTMENT ADVISORS, INC. | 1907281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24191 | 384153 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 723 | 11481 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291164 | 4624 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227100 | 3606348 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93 | 1477 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17301 | 274745 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 737 | 11704 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21867 | 347248 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275840 | 4380339 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55021 | 874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PINNEY & SCOFIELD, INC. | 2056763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 1175 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200979 | 3191541 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293 | 4653 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236959 | 3762909 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 683 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 468 | 7432 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208 | 3304 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135803 | 2217663 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315424 | 5009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140834 | 2236 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33430 | 530868 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ALERUS FINANCIAL NA | 919458 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509 | 8083 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15451 | 245358 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 619 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 151 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23252 | 369242 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13265 | 210643 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172 | 2739 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2044930 | 32473488 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 522705 | 8301 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 810 | 12863 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 495 | 8009 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1164 | 18484 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36390 | 577879 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29987 | 476605 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16003 | 254123 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 681788 | 10826793 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BIRCHBROOK, INC. | 2071468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 711 | 11297 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000742 | 127051783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 794 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9898 | 157180 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1968359 | 31257541 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 2350 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Qtron Investments LLC | 1768099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33936 | 538904 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 336 | 5337 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29649 | 470826 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104642 | 1661715 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Carnegie Lake Advisors LLC | 2043591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24794 | 393730 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35669 | 566424 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5928142 | 94139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2118598 | 33643336 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 668826 | 10620957 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 1009258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20206170 | 320873980 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lodestone Wealth Management LLC | 1950158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372 | 5907 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271317 | 4308512 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197 | 3126 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322 | 5113 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53069461 | 842743041 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JOHNSON INVESTMENT COUNSEL INC | 821197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17134 | 272095 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.