αAlphaSMO
/
MacroRadarInstitutionsBuy/Sell TrendsSector RotationPortfolio Updates13F Filing AnalysisGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/VTRS

VTRS

VTRS 13F Holders & Ownership Data (1013 Funds)

Viatris INC

+$1.2B

Net Activity

Institutions Holding

1013

Popularity Rank

#440

Avg Weight

0.13%

Total Value

$13.5B

Ownership Trend

1013 institutions currently hold VTRS, with 463 net buyers and 411 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

411

Net Buying Institutions

463

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.1B
DS
Davis Selected Advisers
$1.1B
VC
Vanguard Capital Management LLC
$1.0B
PT
Price T Rowe Associates INC /md/
$889.8M
VP
Vanguard Portfolio Management LLC
$728.3M

Top 5 by Conviction

CC
Callodine Capital Management, LP
7.67%
DS
Davis Selected Advisers
4.85%
RC
Rubric Capital Management LP
4.79%
DM
Deerfield Management Company, L.p.
3.22%
LC
Lakewood Capital Management, LP
3.13%
View all 1013 holding institutions

Across its top 20 institutional holders, VTRS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$5.7B

Total Buy Value

$6.2B

Total Sell Value

New buy114
Trim317
Add349
Sold out94

463

Net Buyers

411

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutions Accumulate VTRS as Insiders Stay Sideline

Signal Basis

Institutional funds added $1.22 billion net in the March quarter, with 462 buyers versus 411 sellers, while insiders recorded only a single $284k sell with zero buying.

Confirmation

Sustained institutional inflows and any emergence of insider buying would reinforce this bullish bias.

Invalidation Risk

A flip to net institutional selling or a cluster of insider sales would invalidate the thesis.

These game-theory scenarios are AI-generated from public 13F data and reflect historical patterns only — not a trading recommendation.

Smart Money Convergence

VTRS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/VTRS

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-21

12-Month Buy/Sell Activity

May 25
Nov 25
BuySell
ActionInsiderTitleDateValue
SellCampbell PaulSee Remarks2026-03-23$284K
BuySIMMONS DAVID SDirector2025-11-03$2K
SellLe Goff CorinneChief Commercial Officer2025-09-11$72K
BuySIMMONS DAVID SDirector2025-08-27$3K
BuySmith Scott AndrewChief Executive Officer2025-08-12$220K
BuySmith Scott AndrewChief Executive Officer2025-05-12$536K
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$810K

Total Est. Value

50K shares

Planned Shares

Last Filed 2026-06-25
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Campbell PaulOfficer2026-06-2550K shares$810K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-01
2026-07-01

Viatris (VTRS) refinanced its ¥40 billion term loan on July 1, 2026. The new three-year loan replaces a 2021 facility, carries an initial interest rate of TIBOR plus 1.10%, and includes standard covenants such as a maximum leverage ratio of 3.75 to 1. Proceeds will repay the prior loan, leaving the company’s overall debt structure unchanged.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

92556V106

FAQ

Who are the top institutional investors holding VIATRIS INC (VTRS)?
Major stakeholders currently include BlackRock, Inc. ($1.1B), Davis Selected Advisers ($1.1B), Vanguard Capital Management LLC ($1.0B). Based on the latest 13F filings, there are a total of 1013 tracked investment funds and institutions maintaining positions in VTRS.
What is the overall institutional sentiment toward VTRS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.2B, driven by 463 managers accumulating shares while 411 reduced their exposure.
Which institutions have been selling or reducing their VTRS positions?
In the latest period, 317 funds trimmed their holdings, and 94 managers completely exited their positions. The aggregate reported sell value was $6.2B.
Are there any notable investors adding VTRS to their portfolios?
Yes, buying activity remains notable. 114 institutions opened new positions in {ticker}, and 349 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.7B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

JNJ

Johnson & Johnson

Institutions Holding

4,603

Total reported value

$438.8B

919 institutions currently hold both VTRS and this stock

View detail
LLY

Eli Lilly & Co

Institutions Holding

4,337

Total reported value

$730.5B

922 institutions currently hold both VTRS and this stock

View detail
ABBV

Abbvie INC

Institutions Holding

4,024

Total reported value

$283.9B

908 institutions currently hold both VTRS and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail