Vinfast AutoVFS

13F holders, Q4 2025 (December 31)
33holders +2
11new positions
8sold out
1famous investor
$3.34avg. 13F price*

At the end of Q4 2025, 33 institutions reported holding Vinfast Auto Ltd. (VFS) in their 13F filings, up 2 from Q3 2025. 11 opened new positions and 8 sold out. The largest holders were Geode Capital Management, LLC ($6.7M), Susquehanna International Group, LLP ($1.2M) and Tidal Investments LLC ($1.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vinfast Auto Ltd.
CUSIP
Y9390M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 39Q1 2024Q2 2024: 37Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 30Q1 2025Q2 2025: 30Q2 2025Q3 2025: 31Q3 2025Q4 2025: 33Q4 2025Q1 2026: 30Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$1.2M
Exits8$455K

All 13F filers, Q3 2025 → Q4 2025: 770,500 shares bought and 342,772 shares sold, net +427,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Geode Capital Management, LLC 0.00% Reduce -0.1% 1,991,145 $6.7M
Susquehanna International Group, LLP 0.00% Add +55.1% 355,225 $1.2M
Tidal Investments LLC 0.00% Add +30.4% 352,034 $1.2M
Lazard Asset Management LLC 0.00% New 179,585 $600K
Goldman Sachs Group Inc. 0.00% Add +87.2% 156,601 $523K
UBS Group AG 0.00% Reduce -50.1% 118,346 $395K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +26.8% 86,949 $294K
Vident Advisory, LLC 0.00% Add +72.0% 86,449 $289K
Jane Street Group, LLC 0.00% New 76,274 $255K
Weiss Asset Management LP 0.00% No change 49,699 $166K
SBI Securities Co., Ltd. 0.00% Reduce -11.2% 40,984 $137K
Blue Trust, Inc. 0.00% Add +40.7% 40,473 $135K
National Bank of Canada 0.00% Add +594.3% 38,186 $127K
Mariner, LLC 0.00% Add +39.8% 36,125 $121K
State Street Corp. 0.00% Add +38.0% 32,107 $107K
LPL Financial LLC 0.00% New 31,572 $105K
Bank of America Corp. 0.00% Reduce -59.8% 30,243 $101K
Lido Advisors, LLC 0.00% No change 25,555 $82K
XTX Topco Ltd 0.00% New 22,140 $74K
Morgan Stanley 0.00% Reduce -27.6% 20,342 $68K
HRT Financial LP 0.00% New 20,058 $66K
Quadrature Capital Ltd 0.00% New 14,412 $48K
Renaissance Technologies 0.00% New 12,100 $40K
Brooklyn Investment Group 0.00% New 11,646 $39K
Simplex Trading, LLC 0.00% Reduce -80.9% 5,189 $17K
Federation des caisses Desjardins du Quebec 0.00% No change 3,620 $12K
Jones Financial Companies LLLP 0.00% Add +100.0% 2,000 $7K
Caitong International Asset Management Co., Ltd 0.00% Add +3751.2% 1,579 $5K
Osaic Holdings, Inc. 0.00% Reduce -11.6% 1,400 $5K
US Bancorp \de 0.00% New 737 $2K
Walleye Capital LLC 0.00% New 200 $668
Toth Financial Advisory Corp. 0.00% No change 13 $44
Royal Bank of Canada 0.00% New 5 $0

"% of holder's portfolio" is VFS's weight in each manager's 13F, not the share of Vinfast Auto Ltd. the manager owns.