50 tracked 13F filers disclose a position in VALU as of the latest SEC 13F filings, a combined $17.9M 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 | Neuberger Berman Group LLC | $4.1M | 117K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $2.9M | 84K | ▼−0.4% Reduced · −344 sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $1.9M | 54K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 4 | GABELLI FUNDS LLC | $1.6M | 46K | —Held | Q1 2026 | |
| 5 | Teton Advisors, LLC | $1.2M | 30K | —Held | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $933K | 26K | ▼−2.1% Reduced · −577 sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $962K | 24K | ▼−1.5% Reduced · −374 sh | Q2 2026 | |
| 8 | OPPENHEIMER & CO INC | $851K | 21K | ▼−4.5% Reduced · −1K sh | Q2 2026 | |
| 9 | STATE STREET CORP | $561K | 14K | —Held | Q2 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $385K | 11K | ▼−0.9% Reduced · −100 sh | Q1 2026 | |
| 11 | Capital Investment Counsel, Inc | $384K | 9K | —Held | Q2 2026 | |
| 12 | STRS OHIO | $325K | 9K | —Held | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $297K | 8K | ▼−4.0% Reduced · −355 sh | Q1 2026 | |
| 14 | VANGUARD CAPITAL MANAGEMENT LLC | $260K | 7K | →First observed position No prior filed position | Q1 2026 | |
| 15 | Valmark Advisers, Inc. | $263K | 7K | —Held | Q2 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $208K | 6K | —Held | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $164K | 5K | →First observed position No prior filed position | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $143K | 4K | →First observed position No prior filed position | Q1 2026 | |
| 19 | RHUMBLINE ADVISERS | $52K | 1K | ▼−4.3% Reduced · −65 sh | Q1 2026 | |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND | $48K | 1K | —Held | Q1 2026 | |
| 21 | MORGAN STANLEY | $44K | 1K | ▼−79% Reduced · −5K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $23K | 643 | ▼−11% Reduced · −76 sh | Q1 2026 | |
| 23 | Tower Research Capital LLC (TRC) | $20K | 566 | ▲+110% Added · +297 sh | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | $18K | 504 | →First observed position No prior filed position | Q1 2026 | |
| 25 | BARCLAYS PLC | $16K | 456 | ▼−71% Reduced · −1K 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, 1 fund opened a new position in VALU and 4 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $54.2B |
| APPLE INCAAPL | 19 funds | $43.5B |
| MICROSOFT CORPMSFT | 19 funds | $42.2B |
| ALPHABET INC-CL AGOOGL | 19 funds | $24.3B |
| BROADCOM INCAVGO | 19 funds | $22.0B |
| ALPHABET INC-CL CGOOG | 19 funds | $18.7B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $11.2B |
| ELI LILLY & COLLY | 19 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 19 funds | $9.6B |
| TESLA INCTSLA | 19 funds | $9.2B |
| MASTERCARD INC - AMA | 19 funds | $7.6B |
| LAM RESEARCH CORPLRCX | 19 funds | $6.8B |
Ranked by how many of VALU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | BRECHER HOWARD A | Chairman and CEO, Director | Buy (P) | 200 | $7K |
| Aug 29, 2022 | MUENZER GLENN J. | Director | Sell (S) | 100 | $10K |
| May 16, 2022 | ANASTASIO STEPHEN | Vice President and Treasurer, Director | Sell (P) | 600 | $44K |
| Aug 19, 2020 | FIORE ALFRED R | Director | Buy (P) | 46 | $1K |
| Aug 5, 2020 | FIORE ALFRED R | Director | Buy (P) | 1 | $24 |
| Aug 4, 2020 | BRECHER HOWARD A | Chairman and CEO, Director | Buy (P) | 200 | $5K |
| Aug 4, 2020 | FIORE ALFRED R | Director | Buy (P) | 3 | $74 |
| Jul 29, 2020 | ANASTASIO STEPHEN | Vice President and Treasurer, Director | Buy (P) | 200 | $5K |
| May 15, 2020 | ANASTASIO STEPHEN | Vice President and Treasurer, Director | Buy (P) | 200 | $5K |
| Oct 4, 2019 | BRECHER HOWARD A | Chairman and CEO, Director | Buy (P) | 200 | $5K |
| Jul 12, 2018 | ANASTASIO STEPHEN | Director | Buy (P) | 300 | $7K |
| Nov 28, 2017 | FIORE ALFRED R | Director | Buy (P) | 50 | $899 |
Connected entities for VALU
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/VALU/capital-change-brief"
Use Arkolith's capital_change_brief for VALU. 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 VALU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.