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Security record · archived quarter

VVV

Valvoline Inc. · Consumer Cyclical · Auto - Dealerships

32.91 -1.4% mkt cap $4.20B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
+1Δ holders
15.41MShares held
$536.38MReported value
+2New positions
−1Exits
Strongly Rising Conviction score 57/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +13.0% · net new positions +6.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 112 +5 87.17M $3.45B +8 −2
Q1 2026 109 +6 83.33M $2.81B +10 −5
Q4 2025 103 -3 84.10M $2.44B +1 −3
Q3 2025 20 +3 45.50M $1.63B +3 −1
Q2 2025 15 -3 42.47M $1.61B −3
Q1 2025 15 +1 15.41M $536.38M +2 −1
Q4 2024 14 +1 13.64M $493.36M +2 −1
Q3 2024 12 0 11.18M $467.83M +1 −1
Q2 2024 12 11.59M $500.53M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 4.26M +0.7% $148.44M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 2.31M +3.7% $80.54M 0.0% ▲ Add 4 SEC ↗
3 Geode Capital Management (passive) 2.31M +3.7% $80.54M 0.0% ▲ Add 4 SEC ↗
4 Millennium Management 1.51M +315.4% $52.57M 0.1% ▲ Add 4 SEC ↗
5 Norges Bank (passive) 1.51M +1.0% $52.57M 0.0% ▲ Add 4 SEC ↗
6 Citadel Advisors 1.46M +105.0% $50.78M 0.1% ▲ Add 4 SEC ↗
7 Citadel Advisors 1.46M +105.0% $50.78M 0.1% ▲ Add 4 SEC ↗
8 Marshall Wace 1.19M +12.9% $41.59M 0.1% ▲ Add 4 SEC ↗
9 Marshall Wace 1.19M +12.9% $41.59M 0.1% ▲ Add 4 SEC ↗
10 Marshall Wace 1.19M +12.9% $41.59M 0.1% ▲ Add 4 SEC ↗
11 Marshall Wace 1.19M +12.9% $41.59M 0.1% ▲ Add 4 SEC ↗
12 Wellington Management 1.19M -8.3% $41.49M 0.0% ▼ Trim 4 SEC ↗
13 Wellington Management 1.19M -8.3% $41.49M 0.0% ▼ Trim 4 SEC ↗
14 Wellington Management 1.19M -8.3% $41.49M 0.0% ▼ Trim 4 SEC ↗
15 Adage Capital Partners 938.17K +63.2% $32.66M 0.1% ▲ Add 2 SEC ↗
16 T. Rowe Price 669.96K -2.9% $23.32M 0.0% ▼ Trim 4 SEC ↗
17 T. Rowe Price 669.96K -2.9% $23.32M 0.0% ▼ Trim 4 SEC ↗
18 Gotham Asset Management 132.87K +35.3% $4.63M 0.0% ▲ Add 4 SEC ↗
19 GAMCO Investors 102.03K -6.4% $3.55M 0.0% ▼ Trim 4 SEC ↗
20 AQR Capital Management 49.95K -13.6% $1.74M 0.0% ▼ Trim 2 SEC ↗
21 AQR Capital Management 49.95K -13.6% $1.74M 0.0% ▼ Trim 2 SEC ↗
22 AQR Capital Management 49.95K -13.6% $1.74M 0.0% ▼ Trim 2 SEC ↗
23 AQR Capital Management 49.95K -13.6% $1.74M 0.0% ▼ Trim 2 SEC ↗
24 Two Sigma Investments 35.35K New $1.23M 0.0% New 1 SEC ↗
25 PRIMECAP Management 27.13K New $944,395 0.0% New 1 SEC ↗
26 Arrowstreet Capital 9.21K -89.6% $320,530 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $1.23M 0.0%
PRIMECAP Management $944,395 0.0%

Exited

D. E. Shaw & Co. $22.57M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 413 holders, 147.85M shares, $4.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 12 Denny Jordan M.

Officer · Chief Accounting… · 1.51K sh @ 33.20 · $49,999

Open-market sales (S)

Aug 21 O'Daniel Julie Marie

Officer · 3.70K sh · $125,116

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 04 SC 13G/A — Boston Partners

View original SEC filing ↗

Jul 17 SC 13G/A — WASATCH ADVISORS LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API