ValueAct Capital

Superinvestor

ValueAct Holdings, L.P.

SEC CIK: 0001418814
Manager: Mason Morfit
Style: Activist
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BLK holding history

BlackRock, Inc. in every 13F filed by ValueAct Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BLK overview All 13F holders of BLK Full Q2 2026 holdings

Shares (Q2 2026): 581,700
Value: $559.3M
% of portfolio: 9.9%
Quarters held: 3; Since Q4 2025

Holdings of BLK by ValueAct Capital, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	581,700	$559.3M	9.9%	+35,600+6.5%	Added	Holders
Q1 2026	546,100	$525.2M	9.2%	−148,900−21.4%	Reduced	Holders
Q4 2025	695,000	$743.9M	10.6%	+695,000	New	Holders