VHI

Valhi Inc Cross-source read$18.26 0.61%
MaterialsCUSIP 918905209· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 7 added, while 7 reduced; the largest holder to move was Bridgeway Capital Management, LLC (−4.1%). No open-market insider trades in the last 180 days.

Tracked 13F holders
55
15 in Q2 2026 filings
13F value (tracked)
$16.6M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
11 adding · 7 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$18.26 0.61%5Y -20.8%
$8.13$19.91$31.70$43.48$55.26202120222023202420252026485610522614147141295123124837531541561275119771212852
Hover for who · click for detailEnd-of-day closing prices52w $11.55 – $18.69

Who owns VHI?

55 tracked 13F filers · ranked by shares held

55 tracked 13F filers disclose a position in VHI as of the latest SEC 13F filings, a combined $16.6M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Bridgeway Capital Management, LLC220K
$3.2M
−4.1%
Reduced · −10K sh
Q2 2026
2BlackRock, Inc.189K
$2.8M
+13%
Added · +22K sh
Q2 2026
3Empowered Funds, LLC143K
$2.0M
New
+143K sh
Q1 2026
4Renaissance Technologies LLC128K
$1.8M
−6.2%
Reduced · −9K sh
Q1 2026
5National Philanthropic Trust88K
$1.3M
Held
Q2 2026
6Geode Capital Management, LLC64K
$943K
−8.9%
Reduced · −6K sh
Q2 2026
7Bank of New York Mellon Corp47K
$672K
−1.1%
Reduced · −524 sh
Q1 2026
8Northern Trust Corp40K
$576K
−1.6%
Reduced · −671 sh
Q1 2026
9State Street Corp38K
$562K
+1.2%
Added · +454 sh
Q2 2026
10Jacobs Levy Equity Management, Inc31K
$461K
−8.8%
Reduced · −3K sh
Q2 2026
11Millennium Management LLC20K
$284K
+19%
Added · +3K sh
Q1 2026
12Vanguard Portfolio Management LLC17K
$243K
+20%
Added · +3K sh
Q2 2026
13Charles Schwab Investment Management Inc16K
$236K
−13%
Reduced · −2K sh
Q1 2026
14Citadel Advisors LLC14K
$206K
+40%
Added · +4K sh
Q2 2026
15American Century Companies Inc12K
$175K
−7.8%
Reduced · −1K sh
Q1 2026
16Connor, Clark & Lunn Investment Management Ltd.10K
$148K
New
+10K sh
Q2 2026
17Howland Capital Management LLC10K
$147K
Held
Q2 2026
18Russell Investments Group, Ltd.8K
$113K
+77%
Added · +3K sh
Q1 2026
19STRS Ohio7K
$106K
Held
Q1 2026
20Nano Cap New Millennium Growth Fund L P7K
$103K
+17%
Added · +1K sh
Q2 2026
21UBS Group AG6K
$85K
+408%
Added · +5K sh
Q1 2026
22Morgan Stanley6K
$81K
−38%
Reduced · −4K sh
Q1 2026
23Rhumbline Advisers5K
$69K
+11%
Added · +498 sh
Q1 2026
24JPMorgan Chase & Co3K
$42K
+4.9%
Added · +139 sh
Q1 2026
25New York State Common Retirement Fund3K
$37K
Held
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.

Is VHI being bought or sold by institutions?

Last quarter, 4 funds opened a new position in VHI and 7 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
7
added to an existing position
Reduced
7
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own VHI also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA24 funds$62.0B
Apple IncAAPL24 funds$46.6B
Microsoft CorpMSFT24 funds$38.8B
Broadcom IncAVGO24 funds$20.6B
Alphabet Inc-CL CGOOG24 funds$18.2B
Meta Platforms Inc-Class AMETA24 funds$14.9B
Tesla IncTSLA24 funds$12.9B
Eli Lilly & CoLLY24 funds$11.3B
JPMorgan Chase & CoJPM24 funds$9.7B
Mastercard Inc - AMA24 funds$9.0B
Berkshire Hathaway Inc-CL BBRK/B24 funds$6.7B
Netflix IncNFLX24 funds$6.7B

Ranked by how many of VHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VHI.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Mar 11, 2025Hanley Bryan A.Senior VP and TreasurerBuy (P)250$4K
Dec 6, 2022Samford Amy A.Executive VP and CFOBuy (P)1K$24K
Nov 13, 2020Graham Robert DPresident and CEO, DirectorBuy (P)96$1K
Nov 11, 2020Graham Robert DPresident and CEO, DirectorBuy (P)
2 lots, same day
70$937
Aug 13, 2020Hanley Bryan A.Vice President and TreasurerBuy (P)
3 lots, same day
2K$16K
Jun 25, 2020Graham Robert DPresident and CEO, DirectorBuy (P)16$160
Jun 2, 2020Hanley Bryan A.Vice President and TreasurerBuy (P)1K$10K
Jun 2, 2020Graham Robert DPresident and CEO, DirectorBuy (P)2K$17K
Jan 23, 2017McIlroy W HaydenDirectorSell (S)10K$33K
Jan 13, 2016McIlroy W HaydenDirectorBuy (P)10K$14K
Jul 6, 2015McIlroy W HaydenDirectorBuy (P)1K$5K
May 20, 2015Simmons Annette C10% OwnerBuy (P)33K$216K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2018
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
VHI is in Materials, which smart money is rotating OUT OF
$8.5B

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.

Institutional ownership over time

15 tracked filers in Q2 2026 filingsstill filing
02958Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for VHI

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Ask your agent what changed in VHI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VHI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VHI.
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 VHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.