Voya Financial, Inc.
US ˙ NYSE ˙ US9290891004

SecurityVOYA / Voya Financial, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership5,490 shares
Latest Disclosed Value $ 375,108
Cwm, Llc reports 58.03% decrease in ownership of VOYA / Voya Financial, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 5,490 shares of Voya Financial, Inc. (US:VOYA) valued at $375,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 13,082 shares of Voya Financial, Inc.. The current value of the position is $475,928 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VOYA FINANCIAL COM 929089100 5,490 -7,592 -58.03 375 0.0010
2026-01-26 2025-12-31 13F VOYA FINANCIAL COM 929089100 13,082 8,258 171.19 1 0.0026
2025-10-15 2025-09-30 13F VOYA FINANCIAL COM 929089100 4,824 2,208 84.40 0 0.0011
2025-07-25 2025-06-30 13F VOYA FINANCIAL COM 929089100 2,616 477 22.30 0 0.0007
2025-05-01 2025-03-31 13F VOYA FINANCIAL COM 929089100 2,139 577 36.94 0 0.0006
2025-02-04 2024-12-31 13F VOYA FINANCIAL COM 929089100 1,562 -733 -31.94 0 0.0004
2024-10-08 2024-09-30 13F VOYA FINANCIAL COM 929089100 2,295 -161 -6.56 0 0.0008
2024-07-10 2024-06-30 13F VOYA FINANCIAL COM 929089100 2,456 1,214 97.75 0 0.0008
2024-04-05 2024-03-31 13F VOYA FINANCIAL COM 929089100 1,242 229 22.61 0 0.0004
2024-02-01 2023-12-31 13F VOYA FINANCIAL COM 929089100 1,013 -176 -14.80 0 0.0004
2023-10-11 2023-09-30 13F VOYA FINANCIAL COM 929089100 1,189 -120 -9.17 0 0.0005
2023-08-03 2023-06-30 13F VOYA FINANCIAL COM 929089100 1,309 121 10.19 0 0.0006
2023-05-01 2023-03-31 13F VOYA FINANCIAL COM 929089100 1,188 230 24.01 0 0.0006
2023-02-01 2022-12-31 13F VOYA FINANCIAL COM 929089100 958 -2 -0.21 0 -100.00 0.0004
2022-10-27 2022-09-30 13F VOYA FINANCIAL COM 929089100 960 78 8.84 58 9.43 0.0005
2022-07-28 2022-06-30 13F VOYA FINANCIAL COM 929089100 882 15 1.73 53 -8.62 0.0004
2022-04-21 2022-03-31 13F VOYA FINANCIAL COM 929089100 867 376 76.58 58 75.76 0.0004
2022-01-31 2021-12-31 13F VOYA FINANCIAL COM 929089100 491 -27 -5.21 33 3.13 0.0002
2021-09-15 2021-06-30 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2021-07-29 2021-06-30 13F VOYA FINANCIAL COM 929089100 518 0 32 0.0003
2021-09-15 2021-03-31 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2021-04-27 2021-03-31 13F VOYA FINANCIAL COM 929089100 570 52 36 0.0003
2021-09-15 2020-12-31 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2021-01-27 2020-12-31 13F VOYA FINANCIAL COM 929089100 370 -148 22 0.0002
2021-09-15 2020-09-30 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2020-10-19 2020-09-30 13F VOYA FINANCIAL COM 929089100 475 -43 23 0.0003
2021-09-15 2020-06-30 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2020-07-22 2020-06-30 13F VOYA FINANCIAL COM 929089100 174 -344 8 0.0001
2021-09-15 2020-03-31 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2020-04-28 2020-03-31 13F VOYA FINANCIAL COM 929089100 174 -344 7 0.0001
2021-09-14 2019-12-31 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2020-01-27 2019-12-31 13F VOYA FINL COM 929089100 223 -295 14 0.0002
2021-09-14 2019-09-30 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2019-10-22 2019-09-30 13F VOYA FINL COM 929089100 200 -318 11 0.0002
2021-09-14 2019-06-30 13F/A-1 VOYA FINANCIAL COM 929089100 518 0 0.00 32 0.00 0.0003
2019-07-31 2019-06-30 13F VOYA FINL COM 929089100 200 -318 11 0.0002
2021-09-02 2019-03-31 13F/A-1 VOYA FINANCIAL COM 929089100 518 305 143.19 32 255.56 0.0003
2019-04-22 2019-03-31 13F VOYA FINL COM 929089100 394 181 20 0.0004
2019-01-25 2018-12-31 13F VOYA FINL COM 929089100 213 13 6.50 9 -10.00 0.0002
2018-10-29 2018-09-30 13F VOYA FINL COM 929089100 200 0 0.00 10 11.11 0.0003
2018-07-31 2018-06-30 13F VOYA FINL COM 929089100 200 0 0.00 9 -10.00 0.0003
2018-04-26 2018-03-31 13F VOYA FINL COM 929089100 200 -190 -48.72 10 -47.37 0.0004
2018-01-16 2017-12-31 13F VOYA FINL COM 929089100 390 0 0.00 19 18.75 0.0008
2017-10-16 2017-09-30 13F VOYA FINL COM 929089100 390 -1 -0.26 16 14.29 0.0008
2017-07-17 2017-06-30 13F VOYA FINL COM 929089100 391 -20 -4.87 14 -12.50 0.0007
2017-04-17 2017-03-31 13F VOYA FINL COM 929089100 411 0 0.00 16 0.00 0.0009
2017-01-19 2016-12-31 13F VOYA FINL COM 929089100 411 -445 -51.99 16 -36.00 0.0010
2016-10-17 2016-09-30 13F VOYA FINL COM 929089100 856 730 579.37 25 733.33 0.0017
2016-07-21 2016-06-30 13F VOYA FINL COM 929089100 126 -421 -76.97 3 -81.25 0.0002
2016-04-18 2016-03-31 13F VOYA FINL COM 929089100 547 -5,545 -91.02 16 -92.89 0.0014
2016-02-01 2015-12-31 13F VOYA FINL COM 929089100 6,092 -208,656 -97.16 225 -97.30 0.0220
2015-10-30 2015-09-30 13F VOYA FINL COM 929089100 214,748 214,748 8,326 0.8382
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.