273 tracked 13F filers disclose a position in VAL as of the latest SEC 13F filings, a combined $5.5B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $806.3M | 8.2M | ▲+5.5% Added · +427K sh | Q1 2026 | |
| 2 | OAK HILL ADVISORS LP | $469.8M | 4.8M | —Held | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $328.4M | 3.3M | ▲+3.5% Added · +115K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $282.7M | 2.9M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $254.5M | 2.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $244.9M | 2.5M | ▼−0.3% Reduced · −8K sh | Q1 2026 | |
| 7 | Lingotto Investment Management LLP | $175.1M | 2.4M | ▼−35% Reduced · −1.3M sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $204.0M | 2.1M | ▲+59% Added · +775K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $174.6M | 1.8M | ▲+183% Added · +1.2M sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $164.4M | 1.7M | ▲+9.5% Added · +145K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $160.0M | 1.6M | ▲+3.2% Added · +50K sh | Q1 2026 | |
| 12 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $133.7M | 1.4M | ▲+68% Added · +551K sh | Q1 2026 | |
| 13 | Goehring & Rozencwajg Associates, LLC | $129.3M | 1.3M | ▲+24% Added · +257K sh | Q1 2026 | |
| 14 | Condire Management, LP | $113.6M | 1.2M | —Held | Q1 2026 | |
| 15 | VAN ECK ASSOCIATES CORP | Withheld | 1.1M | ▲+34% Added · +278K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $94.5M | 964K | ▲18× Added · +910K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $78.5M | 801K | ▲+2.8% Added · +22K sh | Q1 2026 | |
| 18 | FIL Ltd | $77.7M | 793K | ▼−35% Reduced · −427K sh | Q1 2026 | |
| 19 | ANTIPODES PARTNERS Ltd | $75.6M | 771K | ▲+11% Added · +76K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.5M | 678K | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 21 | AQR Arbitrage LLC | $59.8M | 610K | ▲New +610K sh | Q1 2026 | |
| 22 | WHITEBOX ADVISORS LLC | $57.2M | 584K | ▲New +584K sh | Q1 2026 | |
| 23 | CITIGROUP INC | $55.7M | 568K | ▲11× Added · +514K sh | Q1 2026 | |
| 24 | UBS Group AG | $54.3M | 554K | ▼−25% Reduced · −189K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $52.7M | 537K | ▼−13% Reduced · −79K 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.
Last quarter, 18 funds opened a new position in VAL and 17 added to an existing one, while 19 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 111 funds | $46.8B |
| META PLATFORMS INC-CLASS AMETA | 111 funds | $22.0B |
| AMAZON.COM INCAMZN | 110 funds | $36.4B |
| ALPHABET INC-CL AGOOGL | 110 funds | $32.0B |
| BROADCOM INCAVGO | 108 funds | $23.8B |
| ADVANCED MICRO DEVICESAMD | 108 funds | $6.9B |
| NVIDIA CORPNVDA | 107 funds | $69.0B |
| TESLA INCTSLA | 107 funds | $14.7B |
| COSTCO WHOLESALE CORPCOST | 107 funds | $8.0B |
| BOOKING HOLDINGS INCBKNG | 107 funds | $3.6B |
| ELI LILLY & COLLY | 106 funds | $12.4B |
| MICRON TECHNOLOGY INCMU | 106 funds | $8.5B |
Ranked by how many of VAL's institutional holders also hold each name, a cross-fund conviction signal.
| 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 | Luca Gilles | SVP - COO | Sell (S) | 30K | $1.7M |
| Sep 9, 2024 | Vukadin Davor | SVP & General Counsel | Sell (S) | 15K | $872K |
| 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 |
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.