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[SCHEDULE 13G/A] VOYA FINANCIAL, INC. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Wellington Management reports beneficial ownership of 3,817,972 shares of Voya Financial common stock, representing 3.96% of the class. The filing shows no sole voting or dispositive power; instead it discloses a shared voting power of 3,759,104 shares and shared dispositive power of 3,817,972 shares. The securities are owned of record by clients of Wellington’s registered investment advisers and the filing states no known client holds more than 5% of the class. The statement certifies these holdings are held in the ordinary course of business and not for the purpose of changing control.

Wellington Management dichiara la proprietà beneficiaria di 3,817,972 azioni ordinarie di Voya Financial, che rappresentano il 3.96% della classe. La segnalazione non indica alcun potere di voto o di disposizione esclusivo; segnala invece un potere di voto condiviso di 3,759,104 azioni e un potere di disposizione condiviso di 3,817,972 azioni. I titoli risultano intestati a clienti dei consulenti d'investimento registrati di Wellington e nella segnalazione si afferma che, per quanto noto, nessun cliente detiene più del 5% della classe. La dichiarazione certifica che queste partecipazioni sono detenute nell'ordinario corso dell'attività e non con lo scopo di modificare il controllo.

Wellington Management informa tener la propiedad beneficiaria de 3,817,972 acciones ordinarias de Voya Financial, lo que representa el 3.96% de la clase. La presentación no muestra poder de voto ni de disposición exclusivos; en cambio revela un poder de voto compartido de 3,759,104 acciones y un poder de disposición compartido de 3,817,972 acciones. Los valores están registrados a nombre de clientes de los asesores de inversión registrados de Wellington y la presentación indica que, según tiene constancia, ningún cliente posee más del 5% de la clase. La declaración certifica que estas participaciones se mantienen en el curso ordinario del negocio y no con el propósito de cambiar el control.

Wellington Management는 Voya Financial 보통주 3,817,972주에 대한 실소유권을 신고했으며, 이는 해당 클래스의 3.96%에 해당합니다. 해당 신고서는 단독 의결권이나 단독 처분권을 기재하지 않았고, 대신 3,759,104주의 공동 의결권3,817,972주의 공동 처분권을 공시하고 있습니다. 이 증권은 Wellington의 등록된 투자자문사의 고객 명의로 등재되어 있으며, 신고서에는 알려진 바에 따르면 어떤 고객도 클래스의 5%를 초과 보유하지 않는다고 적혀 있습니다. 해당 진술은 이 보유가 영업의 통상적인 과정에서 보유된 것이며 지배권 변경을 목적으로 하지 않는다고 인증합니다.

Wellington Management déclare la propriété bénéficiaire de 3,817,972 actions ordinaires de Voya Financial, représentant 3.96% de la catégorie. Le dépôt n'indique aucun pouvoir de vote ou de disposition exclusif ; il révèle en revanche un pouvoir de vote partagé de 3,759,104 actions et un pouvoir de disposition partagé de 3,817,972 actions. Les titres sont enregistrés au nom de clients des conseillers en investissement enregistrés de Wellington, et le dépôt précise qu'aucun client connu ne détient plus de 5% de la catégorie. La déclaration certifie que ces participations sont détenues dans le cours normal des affaires et non dans le but de modifier le contrôle.

Wellington Management meldet wirtschaftliches Eigentum an 3,817,972 Aktien von Voya Financial Stammaktien, was 3.96% der Klasse entspricht. Die Einreichung weist weder alleinige Stimmrechts- noch alleinige Verfügungsgewalt aus; stattdessen wird eine gemeinsame Stimmrechtsgewalt von 3,759,104 Aktien und eine gemeinsame Verfügungsgewalt von 3,817,972 Aktien angegeben. Die Wertpapiere sind auf Kunden der registrierten Anlageberater von Wellington eingetragen, und in der Einreichung heißt es, dass nach Kenntnis kein Kunde mehr als 5% der Klasse hält. Die Erklärung bestätigt, dass diese Bestände im gewöhnlichen Geschäftsverlauf gehalten werden und nicht zum Zweck einer Kontrolländerung.

Positive
  • None.
Negative
  • None.

Insights

Wellington holds a passive sub-5% institutional stake in VOYA (3.96%), showing shared control and client-owned positions.

The Schedule 13G/A discloses an aggregate beneficial position of 3,817,972 shares (3.96%), with voting and dispositive power reported as shared rather than sole. That pattern and the Item 10 certification indicate these are passive, client-owned investment positions managed by Wellington-affiliated advisers rather than an activist or control-seeking stake. For investors, this is a routine institutional ownership disclosure rather than a catalyst for governance change.

Filing indicates no intent to influence control: shared voting power, adviser-client ownership, and an explicit ordinary-course certification.

The reporting entities are parent/holding and adviser firms classified as HC/IA that collectively report shared voting power of 3,759,104 and shared dispositive power of 3,817,972. The filing identifies the ownership as held for clients of the Wellington investment advisers and states no single client is known to hold more than 5% of the class. This profile aligns with routine regulatory disclosure for institutional asset managers and carries limited governance impact.

Wellington Management dichiara la proprietà beneficiaria di 3,817,972 azioni ordinarie di Voya Financial, che rappresentano il 3.96% della classe. La segnalazione non indica alcun potere di voto o di disposizione esclusivo; segnala invece un potere di voto condiviso di 3,759,104 azioni e un potere di disposizione condiviso di 3,817,972 azioni. I titoli risultano intestati a clienti dei consulenti d'investimento registrati di Wellington e nella segnalazione si afferma che, per quanto noto, nessun cliente detiene più del 5% della classe. La dichiarazione certifica che queste partecipazioni sono detenute nell'ordinario corso dell'attività e non con lo scopo di modificare il controllo.

Wellington Management informa tener la propiedad beneficiaria de 3,817,972 acciones ordinarias de Voya Financial, lo que representa el 3.96% de la clase. La presentación no muestra poder de voto ni de disposición exclusivos; en cambio revela un poder de voto compartido de 3,759,104 acciones y un poder de disposición compartido de 3,817,972 acciones. Los valores están registrados a nombre de clientes de los asesores de inversión registrados de Wellington y la presentación indica que, según tiene constancia, ningún cliente posee más del 5% de la clase. La declaración certifica que estas participaciones se mantienen en el curso ordinario del negocio y no con el propósito de cambiar el control.

Wellington Management는 Voya Financial 보통주 3,817,972주에 대한 실소유권을 신고했으며, 이는 해당 클래스의 3.96%에 해당합니다. 해당 신고서는 단독 의결권이나 단독 처분권을 기재하지 않았고, 대신 3,759,104주의 공동 의결권3,817,972주의 공동 처분권을 공시하고 있습니다. 이 증권은 Wellington의 등록된 투자자문사의 고객 명의로 등재되어 있으며, 신고서에는 알려진 바에 따르면 어떤 고객도 클래스의 5%를 초과 보유하지 않는다고 적혀 있습니다. 해당 진술은 이 보유가 영업의 통상적인 과정에서 보유된 것이며 지배권 변경을 목적으로 하지 않는다고 인증합니다.

Wellington Management déclare la propriété bénéficiaire de 3,817,972 actions ordinaires de Voya Financial, représentant 3.96% de la catégorie. Le dépôt n'indique aucun pouvoir de vote ou de disposition exclusif ; il révèle en revanche un pouvoir de vote partagé de 3,759,104 actions et un pouvoir de disposition partagé de 3,817,972 actions. Les titres sont enregistrés au nom de clients des conseillers en investissement enregistrés de Wellington, et le dépôt précise qu'aucun client connu ne détient plus de 5% de la catégorie. La déclaration certifie que ces participations sont détenues dans le cours normal des affaires et non dans le but de modifier le contrôle.

Wellington Management meldet wirtschaftliches Eigentum an 3,817,972 Aktien von Voya Financial Stammaktien, was 3.96% der Klasse entspricht. Die Einreichung weist weder alleinige Stimmrechts- noch alleinige Verfügungsgewalt aus; stattdessen wird eine gemeinsame Stimmrechtsgewalt von 3,759,104 Aktien und eine gemeinsame Verfügungsgewalt von 3,817,972 Aktien angegeben. Die Wertpapiere sind auf Kunden der registrierten Anlageberater von Wellington eingetragen, und in der Einreichung heißt es, dass nach Kenntnis kein Kunde mehr als 5% der Klasse hält. Die Erklärung bestätigt, dass diese Bestände im gewöhnlichen Geschäftsverlauf gehalten werden und nicht zum Zweck einer Kontrolländerung.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many VOYA shares does Wellington Management report owning?

The filing reports 3,817,972 shares beneficially owned by Wellington entities, representing 3.96% of the class.

Does Wellington have sole voting or dispositive power over VOYA shares?

No. The filing reports 0 sole voting power and a shared voting power of 3,759,104, with shared dispositive power of 3,817,972.

Are these shares held on behalf of clients or for Wellington's own account?

The securities are owned of record by clients of Wellington’s investment advisers; the filing states these positions are held for clients.

Is this filing an attempt to influence control of VOYA?

No. The certificaton in the filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control.

What filing type reports this disclosure and what event date is shown?

This is a Schedule 13G/A amendment reporting beneficial ownership, with the event date shown as 06/30/2025.
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