Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001040188 · 2026 Q2 · vs 2026 Q1 · Filed 7 Aug 2026 (16 days ago)

VICTORY CAPITAL MANAGEMENT INC

Reported book: $177.3B
Positions: 2,188

Reported book trail

52 quarters on file · 2013 Q3 to 2026 Q2

2013 Q32015 Q22017 Q22019 Q12020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 2,188 positions · 71% of the book

CutAdded· vs 2026 Q1

NVDA$7.0B▲ +$1.3B AAPL$5.4B▲ +$677.5M MSFT$4.2B▲ +$223.8M GOOGL$3.8B▲ +$918.4M AMZN$3.8B▲ +$220.5M LLY$2.6B▲ +$851.5M AMD$2.5B▲ +$1.5B GOOG$2.2B▲ +$524.9M AVGO$2.1B▲ +$504.4M BAC$1.8B▲ +$553.3M META$1.6B UPS$1.5B CSCO$1.5B V$1.5B NRG$1.4B LH$1.4B TSLA$1.3B SNPS$1.3B MU$1.3B KLAC$1.2B AMAT$1.1B APH$1.1B VRTX$1.1B RRX$1.1B MLM$1.0B FCX$1.0B UBER$968.3M ASML$947.1M MCHP$894.3M GEV$833.2M BJ$826.8M CEG JPM TFC STT BKNG ADBE NOW SNDK NFLX DVN UITB JNJ XOM GS QCOM TJX ACN IBM ES LRCX MA CRM BMY ETN USFD TMUS LOW NEM ROST MRK RF ISRG PWR CAT TSM CMS MTZ UBND EXE LNT KEYS ADI EME HBAN WMB CAH INTC USB ROK TXN MSI PINS MOH BA CRH PKG WMT EXPE CSX SHOP RPM CARR ORLY HUBB RVTY GFLW ABBV CPT LNG HLT PANW CNC KNX HIG LECO GLW ADM AWK LAMR ICE RJF TXRH LIN IEX SPOT ELS WSM FFIV TTC PEP HAL DGX CHRW COST ARMK BWA DINO CFG AZO ATR ABNB EOG DD INTU TMO STLD COP KEY BKR CI OKTA CR SARO PAG LHX MODL HD NNN USTB CACI GILD RSG GRIN MKSI UIVM PAYX VRT CF MPC CDE AMRZ XYL SLB ORI GFS CMCSA AKAM ADP ZBRA ELV FTNT FANG WFC ZS NTAP VFLO THC UNP DIS PLTR AMGN XLK WDC VEA PG AFG ANET PFE BRK-B FCN ULVM PR MO ACLS CHRD CRWD RPRX PNC AGCO

Shares added · vs 2026 Q1

Ranked by dollar move

NVDA$7.0B held · +6% of shares · +$1.3B value+2.07M sh
GOOGL$3.8B held · +6% of shares · +$918.4M value+635.3K sh
MU$1.3B held · +3% of shares · +$902.4M value+36.0K sh
LLY$2.6B held · +15% of shares · +$851.5M value+274.6K sh
AAPL$5.4B held · +0% of shares · +$677.5M value+41.7K sh
KLAC$1.2B held · +2% of shares · +$608.1M value · 10:1 split+67.2K sh
TSLA$1.3B held · +56% of shares · +$584.1M value+1.15M sh
BAC$1.8B held · +24% of shares · +$553.3M value+6.04M sh
GOOG$2.2B held · +7% of shares · +$524.9M value+397.2K sh
STT$763.6M held · +128% of shares · +$514.2M value+2.53M sh
AVGO$2.1B held · +8% of shares · +$504.4M value+404.9K sh
UPS$1.5B held · +29% of shares · +$445.8M value+3.21M sh
FCX$1.0B held · +46% of shares · +$369.1M value+5.14M sh
GEV$833.2M held · +29% of shares · +$353.0M value+159.1K sh
NRG$1.4B held · +33% of shares · +$344.0M value+2.36M sh
QCOM$660.9M held · +37% of shares · +$325.1M value+969.2K sh
ARMK$324.2M held · +13505% of shares · +$322.5M value+5.66M sh
INTC$468.8M held · +0% of shares · +$320.9M value+5.9K sh
CR$295.7M held · +15075% of shares · +$294.3M value+1.32M sh
HAL$328.7M held · +964% of shares · +$293.2M value+8.77M sh
RRX$1.1B held · +7% of shares · +$285.9M value+307.0K sh
CNC$377.7M held · +98% of shares · +$280.4M value+2.91M sh
HBAN$486.3M held · +108% of shares · +$279.7M value+14.23M sh
SNPS$1.3B held · +13% of shares · +$268.9M value+320.5K sh
GLW$368.9M held · +85% of shares · +$262.8M value+663.9K sh
CHRW$327.3M held · +286% of shares · +$252.6M value+1.29M sh
DVN$702.1M held · +86% of shares · +$242.6M value+7.86M sh
VRTX$1.1B held · +15% of shares · +$236.2M value+284.6K sh
MSFT$4.2B held · +5% of shares · +$223.8M value+518.1K sh
BA$444.7M held · +81% of shares · +$218.9M value+919.6K sh
INTU$318.2M held · +1% of shares · -$201.6M value+17.1K sh
TMUS$556.5M held · +91% of shares · +$192.5M value+1.58M sh
NFLX$702.5M held · +6% of shares · -$191.1M value+544.7K sh
ROK$461.4M held · +23% of shares · +$189.7M value+174.8K sh
OKTA$296.7M held · +57% of shares · +$187.9M value+792.1K sh
ACN$637.9M held · +24% of shares · -$182.1M value+990.9K sh
CAH$469.8M held · +43% of shares · +$176.7M value+590.7K sh
ADI$488.8M held · +23% of shares · +$170.6M value+230.5K sh
TSM$508.7M held · +5% of shares · +$166.6M value+52.9K sh
ELV$240.3M held · +135% of shares · +$162.9M value+357.0K sh
COKE$184.3M held · +694% of shares · +$161.0M value+844.0K sh
EOG$319.4M held · +123% of shares · +$159.8M value+1.36M sh
MPC$259.8M held · +140% of shares · +$156.6M value+593.5K sh
IPGP$154.3M held · +32559% of shares · +$153.9M value+1.31M sh
CEG$803.2M held · +39% of shares · +$151.5M value+900.1K sh
WMB$482.4M held · +42% of shares · +$149.0M value+1.91M sh
META$1.6B held · +11% of shares · +$142.4M value+293.3K sh
ETN$568.5M held · +12% of shares · +$142.1M value+141.8K sh
GS$663.0M held · +6% of shares · +$141.1M value+38.7K sh
VST$156.2M held · +853% of shares · +$140.6M value+881.1K sh
PAYX$269.5M held · +96% of shares · +$140.6M value+1.34M sh
CRM$594.3M held · +54% of shares · +$134.6M value+1.33M sh
MRVL$191.5M held · +6% of shares · +$131.7M value+38.6K sh
CRWD$208.3M held · +29% of shares · +$126.0M value+62.2K sh
RF$524.2M held · +14% of shares · +$125.5M value+2.09M sh
SHOP$425.0M held · +46% of shares · +$122.9M value+1.18M sh
LH$1.4B held · +5% of shares · +$120.0M value+210.4K sh
PSX$186.5M held · +195% of shares · +$118.4M value+729.6K sh
ZTS$152.5M held · +619% of shares · +$117.7M value+1.83M sh
CVLT$131.0M held · +424% of shares · +$117.3M value+748.0K sh
JAZZ$165.5M held · +168% of shares · +$117.0M value+430.1K sh
COP$308.5M held · +100% of shares · +$112.8M value+1.48M sh
ES$618.2M held · +17% of shares · +$111.2M value+1.24M sh
RVTY$405.6M held · +8% of shares · +$110.2M value+273.3K sh
CPT$397.5M held · +18% of shares · +$109.6M value+524.3K sh
AMCR$161.0M held · +157% of shares · +$103.5M value+2.27M sh
ROP$132.3M held · +373% of shares · +$103.0M value+308.2K sh
UNP$230.3M held · +58% of shares · +$100.2M value+310.4K sh
CDE$259.3M held · +87% of shares · +$99.6M value+7.38M sh
GEN$109.9M held · +634% of shares · +$98.6M value+3.81M sh
APG$107.4M held · +842% of shares · +$96.5M value+2.27M sh
GFLW$399.8M held · +1% of shares · +$95.0M value+70.0K sh
ALAB$104.7M held · +77% of shares · +$91.2M value+94.1K sh
JPM$801.4M held · +1% of shares · +$90.9M value+32.8K sh
HLT$385.2M held · +20% of shares · +$89.5M value+193.2K sh
ADBE$715.6M held · +35% of shares · +$86.9M value+903.8K sh
THC$231.6M held · +61% of shares · +$86.6M value+469.9K sh
BKNG$752.4M held · +7% of shares · +$85.6M value · 25:1 split+263.0K sh
TXRH$352.4M held · +13% of shares · +$85.1M value+205.0K sh
USB$461.5M held · +5% of shares · +$81.8M value+339.6K sh
ISRG$517.4M held · +0% of shares · -$81.7M value+1.4K sh
SNOW$127.3M held · +64% of shares · +$81.2M value+194.6K sh
ABNB$319.6M held · +18% of shares · +$81.0M value+343.9K sh
TOL$184.4M held · +47% of shares · +$80.3M value+356.6K sh
TEAM$96.6M held · +412% of shares · +$80.1M value+999.7K sh
DDOG$134.0M held · +9% of shares · +$78.4M value+44.1K sh
XLK$228.3M held · +6% of shares · +$77.7M value+65.3K sh
RMD$117.1M held · +235% of shares · +$76.9M value+421.7K sh
MRK$532.5M held · +9% of shares · +$76.6M value+354.1K sh
CFG$322.2M held · +12% of shares · +$76.5M value+501.2K sh
UNH$198.6M held · +4% of shares · +$74.2M value+18.1K sh
MSI$455.9M held · +24% of shares · +$73.2M value+215.9K sh
BWA$324.0M held · +5% of shares · +$71.6M value+228.1K sh
XOM$665.1M held · +39% of shares · +$70.7M value+1.36M sh
LNG$394.2M held · +44% of shares · +$68.7M value+502.1K sh
KEY$305.5M held · +12% of shares · +$67.9M value+1.40M sh
LIN$349.5M held · +18% of shares · +$67.7M value+105.1K sh
ABBV$398.0M held · +4% of shares · +$66.6M value+57.8K sh
MLM$1.0B held · +9% of shares · +$64.8M value+146.3K sh
ANET$225.3M held · +1% of shares · +$64.7M value+18.0K sh

1–100 of 1,095

Shares cut · vs 2026 Q1

Ranked by dollar move

AMD$2.5B held · -15% of shares · +$1.5B value-768.3K sh
AMAT$1.1B held · -1% of shares · +$592.8M value-16.4K sh
TFC$782.3M held · -42% of shares · -$456.0M value-11.23M sh
SNDK$706.4M held · -23% of shares · +$450.5M value-92.0K sh
CSCO$1.5B held · -16% of shares · +$320.5M value-2.45M sh
WTW$88.6M held · -75% of shares · -$308.3M value-1.02M sh
HD$284.9M held · -55% of shares · -$306.0M value-988.9K sh
B$181.6M held · -48% of shares · -$290.7M value-4.54M sh
BLD$32.4M held · -$289.2M valuesymbol retired
LRCX$612.1M held · -7% of shares · +$287.6M value-106.3K sh
APH$1.1B held · -3% of shares · +$283.1M value-220.2K sh
BJ$826.8M held · -16% of shares · -$280.8M value-1.77M sh
BWLP$39.6M held · -41% of shares · -$268.5M value-1.57M sh
AEP$131.8M held · -67% of shares · -$253.8M value-1.98M sh
ASML$947.1M held · -13% of shares · +$225.3M value-70.4K sh
EL$5.1M held · -98% of shares · -$221.9M value-3.10M sh
APO$15.4M held · -94% of shares · -$220.7M value-1.99M sh
AMZN$3.8B held · -7% of shares · +$220.5M value-1.21M sh
PFE$220.4M held · -41% of shares · -$215.1M value-6.36M sh
IQV$13.8M held · -94% of shares · -$207.3M value-1.22M sh
PWR$515.4M held · -45% of shares · -$196.3M value-580.5K sh
PANW$379.9M held · -3% of shares · +$195.0M value-39.4K sh
CASY$111.4M held · -66% of shares · -$191.2M value-275.6K sh
MOH$453.0M held · -4% of shares · +$176.9M value-90.1K sh
JNJ$665.6M held · -24% of shares · -$172.5M value-808.1K sh
LSTR$2.0M held · -99% of shares · -$170.2M value-1.06M sh
GM$65.8M held · -71% of shares · -$156.9M value-2.14M sh
CHKP$3.6M held · -98% of shares · -$152.5M value-1.07M sh
CAT$512.3M held · -6% of shares · +$150.7M value-29.4K sh
TXN$458.9M held · -4% of shares · +$147.5M value-64.3K sh
SLB$257.1M held · -29% of shares · -$145.7M value-2.31M sh
MCHP$894.3M held · -16% of shares · +$137.5M value-1.91M sh
CPRT$20.5M held · -83% of shares · -$120.7M value-3.53M sh
ICE$363.6M held · -4% of shares · -$119.3M value-116.8K sh
SHEL$158.2M held · -29% of shares · -$110.1M value-844.6K sh
IBM$622.3M held · -27% of shares · -$109.1M value-804.5K sh
DIS$229.3M held · -32% of shares · -$108.5M value-1.12M sh
HON$89.7M held · -7% of shares · -$105.8M value · 1:2 reverse split-32.0K sh
DAL$144.2M held · -59% of shares · -$103.2M value-2.18M sh
FTNT$239.9M held · -7% of shares · +$102.1M value-124.3K sh
LVS$19.1M held · -82% of shares · -$101.6M value-1.83M sh
CME$184.9M held · -13% of shares · -$99.8M value-126.7K sh
CTSH$91.3M held · -24% of shares · -$98.2M value-730.6K sh
FOXA$37.2M held · -69% of shares · -$96.3M value-1.57M sh
ACLS$214.8M held · -11% of shares · +$95.8M value-145.0K sh
STX$170.4M held · -10% of shares · +$93.8M value-19.1K sh
WDC$228.1M held · -28% of shares · +$93.6M value-139.9K sh
CCL$64.4M held · -62% of shares · -$90.2M value-3.72M sh
ON$19.0M held · -88% of shares · -$87.1M value-1.51M sh
NOW$711.2M held · -6% of shares · -$86.4M value-464.9K sh
CARR$419.3M held · -4% of shares · +$84.8M value-224.4K sh
CHRD$209.2M held · -11% of shares · -$82.4M value-220.4K sh
LULU$8.9M held · -87% of shares · -$80.0M value-502.7K sh
WMT$434.8M held · -7% of shares · -$77.7M value-285.1K sh
MDT$169.9M held · -34% of shares · -$77.0M value-1.11M sh
HUM$21.5M held · -90% of shares · -$76.1M value-509.0K sh
KEYS$489.9M held · -6% of shares · +$71.6M value-81.8K sh
PLTR$229.1M held · -4% of shares · -$69.5M value-77.5K sh
IEFA$8.9M held · -89% of shares · -$69.2M value-770.9K sh
MKSI$270.9M held · -31% of shares · +$68.9M value-269.7K sh
NNN$281.6M held · -27% of shares · -$68.1M value-2.27M sh
EME$487.6M held · -22% of shares · -$66.9M value-163.5K sh
TMHC$2.7M held · -$65.4M valuesymbol retired
XYL$258.9M held · -19% of shares · -$64.6M value-516.7K sh
VLO$158.9M held · -32% of shares · -$63.8M value-291.2K sh
FCN$219.6M held · -8% of shares · -$63.5M value-127.5K sh
SNA$26.8M held · -73% of shares · -$61.4M value-176.3K sh
ENSG$21.4M held · -67% of shares · -$60.8M value-274.3K sh
ZM$131.3M held · -35% of shares · -$57.8M value-831.4K sh
TWLO$10.7M held · -90% of shares · -$57.8M value-492.2K sh
CRH$440.6M held · -3% of shares · +$56.7M value-130.5K sh
COST$324.9M held · -9% of shares · -$54.1M value-33.1K sh
CDW$188.0M held · -33% of shares · -$54.1M value-664.0K sh
TRMB$179.0M held · -2% of shares · -$53.9M value-73.1K sh
APLE$12.3M held · -87% of shares · -$53.0M value-4.94M sh
PEP$330.4M held · -1% of shares · -$52.8M value-27.6K sh
FE$146.9M held · -22% of shares · -$52.7M value-850.9K sh
ADM$367.5M held · -17% of shares · -$51.5M value-953.8K sh
PB$9.2M held · -86% of shares · -$51.0M value-770.4K sh
AGCO$203.2M held · -23% of shares · -$50.7M value-493.3K sh
CENTA$1.4M held · -98% of shares · -$50.2M value-1.56M sh
DELL$152.1M held · -71% of shares · -$47.8M value-865.2K sh
PAG$293.9M held · -1% of shares · +$46.6M value-11.7K sh
LPX$1.5M held · -97% of shares · -$45.5M value-626.9K sh
PM$120.3M held · -33% of shares · -$45.0M value-334.6K sh
VRT$266.9M held · -10% of shares · +$44.9M value-88.7K sh
HCC$1.1M held · -97% of shares · -$44.8M value-479.0K sh
WSM$338.1M held · -10% of shares · +$44.7M value-158.5K sh
ZBRA$244.1M held · -3% of shares · +$44.1M value-29.2K sh
OMC$188.8M held · -16% of shares · -$43.2M value-488.4K sh
MUR$39.2M held · -40% of shares · -$43.0M value-789.7K sh
STLD$309.0M held · -31% of shares · -$41.4M value-600.1K sh
FLEX$85.8M held · -23% of shares · +$41.0M value-154.4K sh
NFG$74.1M held · -22% of shares · -$40.9M value-264.3K sh
AKAM$246.8M held · -17% of shares · -$40.5M value-414.1K sh
LYFT$13.3M held · -77% of shares · -$39.3M value-3.04M sh
STNG$59.4M held · -35% of shares · -$39.3M value-463.7K sh
SLGN$1.5M held · -97% of shares · -$38.4M value-997.3K sh
RPM$425.0M held · -2% of shares · +$38.4M value-65.8K sh
MCD$151.2M held · -8% of shares · -$37.9M value-49.1K sh

1–100 of 905

Opened (149)

3 moved by a corporate action (dashed).

Closed (93)

25 moved by a corporate action (dashed).