AI summary pending
View Full Filing (SEC EDGAR)Viatris Inc
$16.72+1.1%
+$1.7B
Net Activity
+8.91% total shares
Institutions Holding
1033
Popularity Rank
#453
Avg Weight
0.13%
Total Value
$18.3B
1033 institutions currently hold VTRS, with 474 net buyers and 419 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
419
Net Buying Institutions
474
Top 5 by Value
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Across its top 20 institutional holders, VTRS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 38/100).
VTRS ranks #453 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
VTRS is a top-conviction position for Callodine Capital Management, LP — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in VTRS belongs to FMR LLC, but the position matters far more to Callodine Capital Management, LP, who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fidelity has added to its VTRS position for two straight quarters, increasing it by $1.3B to reach $1.5B today.
Ken Griffin has trimmed its VTRS position for two straight quarters, cutting it by $89.4M while still holding $22.3M.
VTRS is up 1.1% today, and institutions have been net buyers of $1.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
VTRS reported a net loss of $169.9M over the trailing twelve months.
+$4.1B
Total Buy Value
$1.3B
Total Sell Value
474
Net Buyers
419
Net Sellers
VTRS
Q2 2026
Top 5 Institutional Movers
Institutions accumulate; insider signal remains inconclusive
Signal Basis
For the quarter ended June 30, 2026, institutions added roughly $1.67 billion net to VTRS positions, with 472 net buyers versus 416 net sellers and 102 new positions against 91 exits — a fairly clear institutional accumulation pattern. Insider activity offers no confirmation either way: zero purchases over the 30- and 90-day windows and only one reported sale of about $283,528 (confidence score 0.0), which appears too small to read as meaningful distribution.
Confirmation
Sustained net institutional inflows into the next 13F cycle, ideally paired with fresh insider purchase filings, would further validate the constructive stance.
Invalidation Risk
A flip toward net institutional outflows — net sellers overtaking buyers, or large holders trimming positions — or a run of larger insider sales would undermine this view.
These game-theory scenarios are AI-generated from this stock's institutional holders' Form 13F data on SEC EDGAR and reflect historical patterns only — not a trading recommendation. Source filings linked below.
See the institutional 13F filings behind this signalVTRS 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.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Campbell Paul | 2026-03-23 | $284K |
| Buy | SIMMONS DAVID S | 2025-11-03 | $2K |
| Sell | Le Goff Corinne | 2025-09-11 | $72K |
| Buy | SIMMONS DAVID S | 2025-08-27 | $3K |
| Buy | Smith Scott Andrew | 2025-08-12 | $220K |
| Buy | Smith Scott Andrew | 2025-05-12 | $536K |
1
Filings (90d)
$810K
Total Est. Value
50K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Campbell Paul | 2026-06-25 | $810K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| DAVIS SELECTED ADVISERS | 13G/A | 2026-08-12 | 6.5% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)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)92556V106
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