Viatris Inc.
CH ˙ SWX ˙ US92556V1061
SecurityCH:VTRS / Viatris Inc.
InstitutionCreative Planning
Latest Disclosed Ownership770,971 shares
Latest Disclosed Value $ 10,415,826
Creative Planning reports 29.43% increase in ownership of VTRS / Viatris Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 770,971 shares of Viatris Inc. (CH:VTRS) valued at $10,415,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 595,683 shares of Viatris Inc.. This represents a change in shares of 29.43% during the quarter.

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.

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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)
2026-05-12 2026-03-31 13F VIATRIS COM 92556V106 770,971 175,288 29.43 10,416 40.44 0.0069
2026-02-17 2025-12-31 13F VIATRIS COM 92556V106 595,683 242,198 68.52 7,416 111.95 0.0053
2025-11-14 2025-09-30 13F VIATRIS COM 92556V106 353,485 65,060 22.56 3,500 35.88 0.0027
2025-08-08 2025-06-30 13F VIATRIS COM 92556V106 288,425 124,367 75.81 2,576 80.32 0.0022
2025-05-15 2025-03-31 13F VIATRIS COM 92556V106 164,058 -65,476 -28.53 1,429 -50.02 0.0013
2025-02-14 2024-12-31 13F VIATRIS COM 92556V106 229,534 35,554 18.33 2,858 26.87 0.0028
2024-10-11 2024-09-30 13F VIATRIS COM 92556V106 193,980 3,589 1.89 2,252 11.32 0.0022
2024-08-15 2024-06-30 13F VIATRIS COM 92556V106 190,391 -6,591 -3.35 2,024 -13.95 0.0022
2024-05-13 2024-03-31 13F VIATRIS COM 92556V106 196,982 16,696 9.26 2,352 20.44 0.0026
2024-02-14 2023-12-31 13F VIATRIS COM 92556V106 180,286 4,772 2.72 1,952 12.83 0.0036
2023-11-16 2023-09-30 13F VIATRIS COM 92556V106 175,514 669 0.38 1,731 -0.80 0.0023
2023-07-21 2023-06-30 13F VIATRIS COM 92556V106 174,845 -5,211 -2.89 1,745 0.69 0.0023
2023-05-15 2023-03-31 13F VIATRIS COM 92556V106 180,056 51,326 39.87 1,732 20.95 0.0025
2023-02-10 2022-12-31 13F VIATRIS COM 92556V106 128,730 22,383 21.05 1,433 58.06 0.0022
2022-11-03 2022-09-30 13F VIATRIS COM 92556V106 106,347 -6,699 -5.93 906 -23.42 0.0016
2022-08-15 2022-06-30 13F VIATRIS COM 92556V106 113,046 -2,180 -1.89 1,183 -5.59 0.0019
2022-05-16 2022-03-31 13F VIATRIS COM 92556V106 115,226 705 0.62 1,253 -19.11 0.0019
2022-02-11 2021-12-31 13F VIATRIS COM 92556V106 114,521 -90,538 -44.15 1,549 -44.26 0.0025
2021-11-10 2021-09-30 13F VIATRIS COM 92556V106 205,059 91 0.04 2,779 -5.12 0.0049
2021-08-04 2021-06-30 13F VIATRIS COM 92556V106 204,968 60,214 41.60 2,929 44.86 0.0052
2021-04-30 2021-03-31 13F CreativePlanning COM 92556V106 144,754 14,856 11.44 2,022 -16.93 0.0041
2021-01-29 2020-12-31 13F VIATRIS COM 92556V106 129,898 129,898 2,434 0.0054
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.