Among active 13F managers last quarter, 7 opened and 32 added, while 17 reduced; the largest holder to move was Oak Hill Advisors LP (−18%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
307 tracked 13F filers disclose a position in VAL as of the latest SEC 13F filings, a combined $5.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.2M | $596.3M | ▼−0.1% Reduced · −11K sh | Q2 2026 | |
| 2 | Oak Hill Advisors LP | 3.9M | $283.6M | ▼−18% Reduced · −886K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 3.3M | $328.4M | ▲+3.5% Added · +115K sh | Q1 2026 | |
| 4 | Vanguard Portfolio Management LLC | 2.9M | $210.9M | ▲+0.7% Added · +21K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 2.6M | $189.1M | ▲+0.3% Added · +8K sh | Q2 2026 | |
| 6 | State Street Corp | 2.5M | $183.1M | ▲+1.0% Added · +24K sh | Q2 2026 | |
| 7 | Lingotto Investment Management LLP | 2.4M | $175.1M | ▼−35% Reduced · −1.3M sh | Q2 2026 | |
| 8 | Morgan Stanley | 2.1M | $204.0M | ▲+59% Added · +775K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 2.1M | $161.6M | ▲+26% Added · +428K sh | Q2 2026 | |
| 10 | Goldman Sachs Group Inc | 1.8M | $174.6M | ▲+183% Added · +1.2M sh | Q1 2026 | |
| 11 | American Century Companies Inc | 1.7M | $164.4M | ▲+9.5% Added · +145K sh | Q1 2026 | |
| 12 | HBK Investments L P | 1.6M | $114.4M | ▲New +1.6M sh | Q2 2026 | |
| 13 | Goehring & Rozencwajg Associates, LLC | 1.4M | $102.6M | ▲+7.1% Added · +94K sh | Q2 2026 | |
| 14 | Healthcare Of Ontario Pension Plan Trust Fund | 1.4M | $133.7M | ▲+68% Added · +551K sh | Q1 2026 | |
| 15 | Condire Management, LP | 1.1M | $77.5M | ▼−7.9% Reduced · −92K sh | Q2 2026 | |
| 16 | AQR Arbitrage LLC | 1.0M | $76.2M | ▲+72% Added · +440K sh | Q2 2026 | |
| 17 | Van Eck Associates Corp | 1.0M | $73.6M | ▼−8.2% Reduced · −90K sh | Q2 2026 | |
| 18 | Antipodes Partners Ltd | 996K | $72.3M | ▲+29% Added · +225K sh | Q2 2026 | |
| 19 | Millennium Management LLC | 964K | $94.5M | ▲18× Added · +910K sh | Q1 2026 | |
| 20 | Whitebox Advisors LLC | 851K | $61.8M | ▲+46% Added · +267K sh | Q2 2026 | |
| 21 | Northern Trust Corp | 801K | $78.5M | ▲+2.8% Added · +22K sh | Q1 2026 | |
| 22 | FIL Ltd | 793K | $77.7M | ▼−35% Reduced · −427K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 678K | $66.5M | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 24 | Citigroup Inc | 568K | $55.7M | ▲11× Added · +514K sh | Q1 2026 | |
| 25 | UBS Group AG | 554K | $54.3M | ▼−25% Reduced · −189K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in VAL and 32 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 155 funds | $343.8B |
| Microsoft CorpMSFT | 155 funds | $206.1B |
| Meta Platforms Inc-Class AMETA | 154 funds | $91.9B |
| Amazon.com IncAMZN | 153 funds | $163.7B |
| Chevron CorpCVX | 148 funds | $23.5B |
| Broadcom IncAVGO | 147 funds | $139.9B |
| Micron Technology IncMU | 147 funds | $51.1B |
| Alphabet Inc-CL CGOOG | 146 funds | $104.8B |
| Eli Lilly & CoLLY | 146 funds | $71.1B |
| Apple IncAAPL | 145 funds | $235.6B |
| Alphabet Inc-CL AGOOGL | 145 funds | $140.6B |
| Lam Research CorpLRCX | 145 funds | $39.6B |
Ranked by how many of VAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VAL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2025 | Luca Gilles | SVP - COO | Sell (S) | 35K | $1.7M |
| Mar 5, 2025 | Dibowitz Anton | President & CEO, Director | Buy (P) | 8K | $254K |
| Nov 5, 2024 | Weber Christopher T | SVP - CFO | Sell (S) | 4K | $198K |
| Sep 30, 2024 | Lyne Matthew | SVP - CCO | Sell (S) | 26K | $1.5M |
| Sep 9, 2024 | Vukadin Davor | SVP & General Counsel | Sell (S) | 15K | $872K |
| Sep 9, 2024 | Luca Gilles | SVP - COO | Sell (S) | 30K | $1.7M |
| Aug 9, 2023 | Grable Colleen | VP - Controller | Sell (S) | 5K | $378K |
| Aug 7, 2023 | Oak Hill Advisors Lp | 10% Owner | Sell (S) | 4.2M | $307.0M |
| Mar 9, 2023 | Oak Hill Advisors Lp | 10% Owner | Sell (S) | 19K | $1.4M |
| Mar 8, 2023 | Oak Hill Advisors Lp | 10% Owner | Sell (S) | 259K | $18.5M |
| Mar 7, 2023 | Oak Hill Advisors Lp | 10% Owner | Sell (S) | 10K | $778K |
| Mar 6, 2023 | Oak Hill Advisors Lp | 10% Owner | Sell (S) | 159K | $12.1M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 34 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| VALthis pagecs | 307 funds | $5.1B |
| VAL/WSWarrant | 50 funds | $23.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VAL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VAL/capital-change-brief"
Use Arkolith's capital_change_brief for VAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.