Veeva Systems Inc
VEEV- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001393052
In the last 90 days, Veeva Systems Inc insiders filed 0 open-market purchases and 5 sales; 1,066 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; superinvestors Fundsmith and Giverny Capital hold it.
13F holders, Q3 2023
Institutional positions in Veeva Systems Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 832
- +16 vs. Q2 2023
- Shares held
- 132.6M
- +1.31M (+1.0%) vs. Q2 2023
- Total value
- $27.0B
- +$1.06B (+4.1%) vs. Q2 2023
- New holders
- 81
- 295 more added
- Sold out
- 65
- 318 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VEEV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,066 | $25.7B |
| Q1 2026 | 1,023 | $24.4B |
| Q4 2025 | 1,106 | $31.1B |
| Q3 2025 | 1,119 | $41.8B |
| Q2 2025 | 1,114 | $40.3B |
| Q1 2025 | 1,025 | $31.0B |
| Q4 2024 | 1,004 | $27.6B |
| Q3 2024 | 962 | $26.9B |
| Q2 2024 | 923 | $23.4B |
| Q1 2024 | 917 | $29.9B |
| Q4 2023 | 880 | $24.8B |
| Q3 2023 | 832 | $27.0B |
| Q2 2023 | 824 | $26.0B |
| Q1 2023 | 797 | $24.0B |
| Q4 2022 | 770 | $20.7B |
| Q3 2022 | 737 | $21.0B |
| Q2 2022 | 753 | $24.7B |
| Q1 2022 | 749 | $26.5B |
| Q4 2021 | 839 | $31.3B |
| Q3 2021 | 824 | $35.2B |
| Q2 2021 | 823 | $37.5B |
| Q1 2021 | 774 | $31.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 406 | $82.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $81.4K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $81.4K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 391 | $80.0K | 0.00% | −77−16.5% | Reduced |
| Western Pacific Wealth Management, LP | 387 | $78.7K | 0.06% | −88−18.5% | Reduced |
| Capital Advisors, Ltd. LLC | 374 | $76.0K | 0.01% | +2+0.5% | Added |
| Bessemer Group Inc | 351 | $71.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 337 | $68.6K | 0.01% | +3+0.9% | Added |
| MB, Levis & Associates, LLC | 321 | $65.3K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 299 | $60.8K | 0.03% | −23−7.1% | Reduced |
| Johnson Financial Group, Inc. | 285 | $58.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 274 | $55.7K | 0.01% | −2−0.7% | Reduced |
| Harbour Investments, Inc. | 267 | $54.3K | 0.00% | −88−24.8% | Reduced |
| Financial Perspectives, Inc | 265 | $53.9K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 260 | $52.9K | 0.04% | +96+58.5% | Added |
| Glen Eagle Advisors, LLC | 258 | $52.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 257 | $52.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 255 | $51.9K | 0.02% | −120−32.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 245 | $50.0K | 0.03% | +245 | New |
| Global Financial Private Client, LLC | 236 | $47.5K | 0.02% | +236 | New |
| Nkcfo LLC | 232 | $47.0K | 0.03% | +82+54.7% | Added |
| TD Private Client Wealth LLC | 231 | $47.0K | 0.00% | +57+32.8% | Added |
| Hollencrest Capital Management | 226 | $46.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 208 | $42.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 185 | $41.1K | 0.01% | +55+42.3% | Added |
| Roble, Belko & Company, Inc | 201 | $41.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $40.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $40.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 197 | $40.1K | 0.02% | +197 | New |
| KB Financial Partners, LLC | 190 | $39.0K | 0.01% | −134−41.4% | Reduced |
| Headlands Technologies LLC | 184 | $37.4K | 0.02% | −1,789−90.7% | Reduced |
| Atticus Wealth Management, LLC | 180 | $36.6K | 0.01% | +150+500.0% | Added |
| Parkside Financial Bank & Trust | 171 | $34.8K | 0.01% | +77+81.9% | Added |
| Clearstead Advisors, LLC | 167 | $34.0K | 0.00% | −60−26.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 159 | $33.0K | 0.00% | +159 | New |
| Barrett & Company, Inc. | 155 | $31.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $31.0K | 0.00% | +150 | New |
| Pinnacle Bancorp, Inc. | 143 | $29.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 142 | $28.9K | 0.01% | +142 | New |
| Rise Advisors, LLC | 131 | $26.7K | 0.02% | +106+424.0% | Added |
| Atlantic Trust, LLC | 125 | $25.4K | 0.01% | +125 | New |
| Ofi Invest Asset Management | 131 | $25.2K | 0.00% | +131 | New |
| Lindbrook Capital, LLC | 122 | $24.8K | 0.00% | +27+28.4% | Added |
| Glassman Wealth Services | 117 | $23.8K | 0.00% | −4−3.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 116 | $23.6K | 0.01% | +54+87.1% | Added |
| MV Capital Management, Inc. | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 98 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 97 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $18.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 87 | $17.7K | 0.00% | −16−15.5% | Reduced |
| Massmutual Trust Co FSB | 87 | $17.7K | 0.00% | +7+8.8% | Added |
| Whittier Trust Co | 86 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $15.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 78 | $15.0K | 0.00% | +78 | New |
| Marquette Asset Management, LLC | 69 | $14.0K | 0.00% | −10−12.7% | Reduced |
| Quarry LP | 68 | $13.8K | 0.01% | −263−79.5% | Reduced |
| Harbor Investment Advisory, LLC | 68 | $13.8K | 0.00% | −66−49.3% | Reduced |
| Earnest Partners LLC | 67 | $13.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $13.2K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 65 | $13.2K | 0.00% | −1,897−96.7% | Reduced |
| Provenance Wealth Advisors, LLC | 60 | $12.2K | 0.00% | +60 | New |
| Larson Financial Group LLC | 59 | $12.0K | 0.00% | +47+391.7% | Added |
| JJJ Advisors Inc. | 56 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $11.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 53 | $10.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 53 | $10.8K | 0.00% | −5−8.6% | Reduced |
| Bell Investment Advisors, Inc | 51 | $10.4K | 0.00% | +13+34.2% | Added |
| Key Financial Inc | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $9.56K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 44 | $8.95K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $8.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.90K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $7.12K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 30 | $6.10K | 0.00% | −13,205−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $5.70K | 0.00% | +8+40.0% | Added |
| Chesapeake Asset Management LLC | 27 | $5.49K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $5.40K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $4.68K | 0.00% | +23 | New |
| Tucker Asset Management LLC | 23 | $4.68K | 0.00% | −3−11.5% | Reduced |
| First Personal Financial Services | 22 | $4.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $4.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21 | $4.27K | 0.00% | +21 | New |
| Hallmark Capital Management Inc | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 20 | $4.07K | 0.00% | +20 | New |
| Aspire Private Capital, LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $3.66K | 0.00% | +18 | New |
| Red Tortoise LLC | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $3.25K | 0.00% | −646−97.6% | Reduced |
| Ranger Investment Management, L.P. | 16 | $3.25K | 0.00% | 00.0% | Unchanged |