Voya Investment Management: AUM & Ownership

Clients

Voya Investment Management serves 9 clients, 5 of them insurance companies. The average client has about $4.31 billion with the firm.

Regulatory assets by client type

Other investment advisers1 clients2%
Insurance companies5 clients97%
OtherBanking or thrift institutions, Corporations and other businesses1%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Banking or thrift institutions	1	$7,005,940	0.0%	$7.01M
Other investment advisers	1	$834,787,320	2.2%	$834.8M
Insurance companies	5	$37,685,409,385	97.2%	$7.54B
Corporations and other businesses	2	$237,894,947	0.6%	$118.9M
Total	9	$38,765,097,592	100%	$4.31B

Banking or thrift institutions

Clients: 1
Regulatory AUM: $7,005,940
Share: 0.0%
Avg. per client: $7.01M

Other investment advisers

Clients: 1
Regulatory AUM: $834,787,320
Share: 2.2%
Avg. per client: $834.8M

Insurance companies

Clients: 5
Regulatory AUM: $37,685,409,385
Share: 97.2%
Avg. per client: $7.54B

Corporations and other businesses

Clients: 2
Regulatory AUM: $237,894,947
Share: 0.6%
Avg. per client: $118.9M

Total

Clients: 9
Regulatory AUM: $38,765,097,592
Share: 100%
Avg. per client: $4.31B

What it does

Voya Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and publishing newsletters. It is paid through a percentage of assets and other arrangements.

Voya Investment Management provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($38.77B across 9 accounts) are managed with discretion. 22% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks27%
Bonds43%
- Investment grade corporate bonds35%
- U.S. government and agency bonds5%
- High-yield corporate bonds2%
- Sovereign bonds1%
Cash6%
Other24%
- Securitized credit, commercial mortgages, emd and private placements.20%
- Derivatives4%

Custodians

Voya Investment Management’s client accounts are held mainly at The Bank of New York Mellon, with 98% of managed assets. Voya Investment Management does not have custody of client assets.

Managed account assets by custodian

The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $37.93B98%
All other custodians$834.8M2%

Ownership and leadership

Vim Holdings LLC owns 75% or more of Voya Investment Management, and Matthew Toms is its CEO.

Who owns the firm

Voya Investment Management LLC· the adviser

Vim Holdings LLC
Control person · since July 2022
Owns 75% or more of Voya Investment Management LLC
- Voya Holdings, Inc.
  Control person · since July 2022
  Owns 75% or more of Vim Holdings LLC
  - Voya Financial, Inc.
    Control person · since January 2004
    Owns 75% or more of Voya Holdings, Inc.

Leadership

Matthew Toms
Chief Executive Officer & Senior Managing Director
Markus Wolff
Chief Financial Officer & Managing Director
Michael Peters
Chief Operating Officer & Senior Managing Director
Micheline Faver
Chief Compliance Officer & Managing Director
Huey Falgout
Head of Im Legal & Managing Director
Tiffani Potesta
Head of Distribution & Senior Managing Director
Amir Sahibzada
Chief Risk Officer & Managing Director

Staff

859 employees
326 in advisory functions
79 state-registered reps
189 broker-dealer reps
2 insurance agents
1 soliciting firm

Reported holdings

Voya Investment Management’s reported 13F holdings total $115.63B across 2,484 positions, and the ten largest make up 23.5% of it.

$115.63B
Reported 13F value: 2,484
Positions: 23.5%
In the 10 largest: +20.3%
Value vs. prior quarter

Ten largest positions, share of reported value

Nvidia Corporation4.9%
Apple Inc.3.2%
Alphabet Inc. · Cap Stk CL A2.8%
Broadcom Inc.2.6%
Micron Technology Inc.2.3%
Amazon Com Inc.2.1%
Microsoft Corp.1.7%
Lam Research Corp.1.4%
Caterpillar Inc.1.3%
Eli Lilly & CO1.2%

Together, the ten largest are 23.5% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 12 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $115.63B is not its $38.77B in regulatory assets and does not represent any individual client's portfolio.

Fees

Voya Investment Management is paid through a percentage of assets under management and other.

Voya Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Voya Investment Management has 7 offices, with 8 listed addresses across 6 states.

Listed office addresses by state

Georgia · 1 listed address

5780 Powers Ferry Road NW, Suite 300, AtlantaHQ

Other business names

Voya Investment Management has reported 3 other business names to the SEC.

Voya Investment Management
Voya Investment Management Americas
Voya U. S. Investment Management

Registration details

Legal name: Voya Investment Management LLC
Headquarters: 5780 Powers Ferry Road NW, Suite 300, Atlanta, GA 30327-4349
Phone: 770-690-4600
Website: Not reported
SEC file: 801-55232
Structure: Delaware LLC
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Voya Investment Management have?

Voya Investment Management has 9 clients and manages $38.8 billion for them, as of September 2026. They include 5 insurance companies, 2 corporations and other businesses and 1 banking or thrift institutions.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026

What services does Voya Investment Management offer?

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Voya Investment Management use?

Voya Investment Management’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $37,930,310,274. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026

How many financial advisors does Voya Investment Management have?

Voya Investment Management has 79 investment adviser representatives registered with state securities authorities, out of 859 employees, and 326 perform investment advisory functions. 189 are registered representatives of a broker-dealer and 2 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Voya Investment Management invest in?

At the end of its last fiscal year, Voya Investment Management’s separately managed accounts held 35% investment grade corporate bonds, 27% exchange-traded equities, 20% securitized credit, commercial mortgages, emd and private placements., 6% cash and equivalents, 5% U.S. government and agency bonds, 4% derivatives, 2% high-yield corporate bonds and 1% sovereign bonds. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Voya Investment Management?

Voya Investment Management is owned through a chain of holding companies by Voya Financial, Inc. Its direct owner is Vim Holdings LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026

How does Voya Investment Management get paid?

Voya Investment Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file