Valvoline Inc
VVV- Exchange
- NYSE
- Industry
- Miscellaneous Products of Petroleum & Coal
- SEC CIK
- 0001674910
In the last 90 days, Valvoline Inc insiders filed 1 open-market purchase and 1 sale; 453 institutions reported holding it in 13F filings for Q2 2026, worth $5.88B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Valvoline Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 381
- +39 vs. Q3 2023
- Shares held
- 124.7M
- −3.33M (−2.6%) vs. Q3 2023
- Total value
- $4.69B
- +$551.5M (+13.3%) vs. Q3 2023
- New holders
- 81
- 107 more added
- Sold out
- 42
- 124 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 453 | $5.88B |
| Q1 2026 | 418 | $5.03B |
| Q4 2025 | 374 | $4.20B |
| Q3 2025 | 413 | $4.98B |
| Q2 2025 | 411 | $5.20B |
| Q1 2025 | 418 | $4.43B |
| Q4 2024 | 433 | $4.47B |
| Q3 2024 | 441 | $5.20B |
| Q2 2024 | 408 | $5.35B |
| Q1 2024 | 417 | $5.45B |
| Q4 2023 | 381 | $4.69B |
| Q3 2023 | 344 | $4.14B |
| Q2 2023 | 375 | $4.84B |
| Q1 2023 | 368 | $5.48B |
| Q4 2022 | 375 | $5.24B |
| Q3 2022 | 353 | $4.07B |
| Q2 2022 | 378 | $4.68B |
| Q1 2022 | 394 | $5.21B |
| Q4 2021 | 413 | $6.09B |
| Q3 2021 | 334 | $5.23B |
| Q2 2021 | 332 | $5.47B |
| Q1 2021 | 332 | $4.53B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Valvoline Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $38 | 0.00% | −5−83.3% | Reduced |
| Glassman Wealth Services | 7 | $263 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $263 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 12 | $391 | 0.00% | +12 | New |
| JJJ Advisors Inc. | 17 | $639 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $677 | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 19 | $683 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $1.09K | 0.00% | +29 | New |
| Oliver Lagore Vanvalin Investment Group | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $1.28K | 0.00% | +34 | New |
| Blue Bell Private Wealth Management, LLC | 49 | $1.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 71 | $1.97K | 0.00% | +71 | New |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $2.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 66 | $2.48K | 0.00% | +66 | New |
| Caldwell Sutter Capital, Inc. | 74 | $2.78K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 76 | $2.86K | 0.00% | +76 | New |
| MidAtlantic Capital Management, Inc. | 79 | $2.97K | 0.00% | +79 | New |
| Wetzel Investment Advisors, Inc. | 92 | $3.00K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 84 | $3.16K | 0.00% | −20−19.2% | Reduced |
| IFP Advisors, Inc | 108 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $4.25K | 0.00% | −16−12.4% | Reduced |
| Private Wealth Management Group, LLC | 128 | $4.81K | 0.00% | +128 | New |
| Miller Wealth Advisors, LLC | 137 | $5.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $5.67K | 0.00% | +142+1,577.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 153 | $5.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $6.16K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $6.38K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $6.73K | 0.00% | −34−16.0% | Reduced |
| Cape Investment Advisory, Inc. | 180 | $6.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $7.03K | 0.00% | +70+59.8% | Added |
| National Bank of Canada | 200 | $7.35K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 212 | $7.97K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 212 | $8.00K | 0.00% | −870−80.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 229 | $8.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $9.02K | 0.00% | +122+103.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 261 | $9.81K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 274 | $10.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 279 | $11.0K | 0.01% | +3+1.1% | Added |
| AdvisorNet Financial, Inc | 303 | $11.4K | 0.00% | −5−1.6% | Reduced |
| St Germain D J Co Inc | 310 | $11.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 318 | $11.9K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 343 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 450 | $16.9K | 0.00% | −655−59.3% | Reduced |
| Ronald Blue Trust, Inc. | 524 | $17.0K | 0.00% | −184−26.0% | Reduced |
| Capital Advisors, Ltd. LLC | 488 | $18.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 536 | $20.1K | 0.02% | +536 | New |
| Montag A & Associates Inc | 548 | $20.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 549 | $20.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $22.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 625 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 611 | $23.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 655 | $24.6K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 681 | $25.6K | 0.01% | +681 | New |
| New England Capital Financial Advisors LLC | 686 | $25.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 775 | $29.1K | 0.01% | −282−26.7% | Reduced |
| City Holding Co | 823 | $30.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 863 | $32.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 954 | $34.8K | 0.01% | +954 | New |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $38.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,048 | $39.4K | 0.00% | +1,048 | New |
| Semmax Financial Advisors Inc. | 1,098 | $42.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,165 | $43.8K | 0.00% | +1,165 | New |
| State of Wyoming | 1,277 | $48.0K | 0.01% | +121+10.5% | Added |
| Rosenberg Matthew Hamilton | 1,411 | $53.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,478 | $56.0K | 0.00% | +13+0.9% | Added |
| Meeder Asset Management Inc | 1,520 | $57.1K | 0.00% | +1,520 | New |
| Parallel Advisors, LLC | 1,545 | $58.1K | 0.00% | −288−15.7% | Reduced |
| Asset Dedication, LLC | 1,591 | $60.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,604 | $60.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,647 | $61.9K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,797 | $67.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,876 | $70.5K | 0.00% | +316+20.3% | Added |
| Quadrant Capital Group LLC | 1,940 | $72.9K | 0.01% | +364+23.1% | Added |
| KBC Group NV | 1,982 | $74.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,090 | $78.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,223 | $83.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,435 | $91.5K | 0.01% | −54,630−95.7% | Reduced |
| NBC Securities, Inc. | 2,554 | $95.0K | 0.01% | −1,333−34.3% | Reduced |
| Harbour Investments, Inc. | 2,550 | $95.8K | 0.00% | +2,550 | New |
| Northwestern Mutual Wealth Management Co | 2,657 | $99.8K | 0.00% | +779+41.5% | Added |
| Key Financial Inc | 2,681 | $100.8K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 2,745 | $103.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,955 | $111.0K | 0.02% | −46−1.5% | Reduced |
| Johnson Financial Group, Inc. | 3,323 | $124.9K | 0.01% | +1,032+45.0% | Added |
| Allworth Financial LP | 4,889 | $183.7K | 0.00% | +444+10.0% | Added |
| SG Americas Securities, LLC | 4,934 | $185.0K | 0.00% | −13,630−73.4% | Reduced |
| Advisory Services Network, LLC | 5,055 | $190.0K | 0.00% | −1,154−18.6% | Reduced |
| Bessemer Group Inc | 5,039 | $190.0K | 0.00% | +98+2.0% | Added |
| Simplex Trading, LLC | 5,174 | $194.0K | 0.01% | −14,007−73.0% | Reduced |
| Signaturefd, LLC | 5,326 | $200.2K | 0.00% | −73−1.4% | Reduced |
| Creative Planning | 5,364 | $201.6K | 0.00% | +5,364 | New |
| Brinker Capital Investments, LLC | 5,778 | $205.8K | 0.00% | +5,778 | New |
| Orion Portfolio Solutions, LLC | 5,778 | $205.8K | 0.00% | +5,778 | New |
| Cladis Investment Advisory, LLC | 5,490 | $206.3K | 0.16% | +5,490 | New |