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, Q1 2025
Institutional positions in Valvoline Inc as of Mar 31, 2025. 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
- 418
- −9 vs. Q4 2024
- Shares held
- 127.3M
- +5.07M (+4.1%) vs. Q4 2024
- Total value
- $4.43B
- +$7.65M (+0.2%) vs. Q4 2024
- New holders
- 49
- 138 more added
- Sold out
- 58
- 168 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Valvoline Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1 | $35 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $104 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $105 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $137 | 0.00% | −13−76.5% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $174 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 7 | $233 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $244 | 0.00% | +7 | New |
| Greenline Partners, LLC | 7 | $244 | 0.00% | +7 | New |
| Activest Wealth Management | 9 | $313 | 0.00% | +9 | New |
| Manchester Capital Management LLC | 9 | $314 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $422 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $592 | 0.00% | −16−48.5% | Reduced |
| Park Place Capital Corp | 19 | $661 | 0.00% | −1,213−98.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $662 | 0.00% | −3−13.6% | Reduced |
| Global Financial Private Client, LLC | 25 | $870 | 0.00% | +18+257.1% | Added |
| Bogart Wealth, LLC | 28 | $975 | 0.00% | −42−60.0% | Reduced |
| SJS Investment Consulting Inc. | 28 | $975 | 0.00% | +3+12.0% | Added |
| Bare Financial Services, Inc | 35 | $1.22K | 0.00% | +35 | New |
| Huntington National Bank | 44 | $1.53K | 0.00% | −851−95.1% | Reduced |
| True Wealth Design, LLC | 47 | $1.64K | 0.00% | +46+4,600.0% | Added |
| Blue Bell Private Wealth Management, LLC | 49 | $1.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 51 | $1.77K | 0.00% | −206−80.2% | Reduced |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74 | $2.58K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 76 | $2.65K | 0.00% | +76 | New |
| JFS Wealth Advisors, LLC | 85 | $2.96K | 0.00% | −1−1.2% | Reduced |
| Hemington Wealth Management | 99 | $3.00K | 0.00% | +37+59.7% | Added |
| LRI Investments, LLC | 89 | $3.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $3.48K | 0.00% | −28−21.9% | Reduced |
| Danske Bank A/S | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $3.62K | 0.00% | +47+82.5% | Added |
| Quent Capital, LLC | 118 | $4.11K | 0.00% | −18−13.2% | Reduced |
| Bell Investment Advisors, Inc | 123 | $4.28K | 0.00% | −13−9.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 128 | $4.46K | 0.00% | −25−16.3% | Reduced |
| Miller Wealth Advisors, LLC | 137 | $4.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 142 | $4.94K | 0.00% | −37−20.7% | Reduced |
| CX Institutional | 147 | $5.00K | 0.00% | +147 | New |
| Mather Group, LLC. | 145 | $5.05K | 0.00% | +71+95.9% | Added |
| Bryn Mawr Trust Co | 148 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 164 | $5.76K | 0.00% | −16−8.9% | Reduced |
| Boston Private Wealth LLC | 167 | $5.81K | 0.00% | +167 | New |
| Anchor Investment Management, LLC | 176 | $6.13K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 180 | $6.27K | 0.00% | −124−40.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $6.41K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 233 | $8.00K | 0.00% | −7−2.9% | Reduced |
| Parkside Financial Bank & Trust | 239 | $8.32K | 0.00% | −26−9.8% | Reduced |
| WPG Advisers, LLC | 254 | $8.84K | 0.01% | −7−2.7% | Reduced |
| Covestor Ltd | 270 | $9.00K | 0.01% | +10+3.8% | Added |
| Clearstead Advisors, LLC | 261 | $9.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 268 | $9.33K | 0.00% | +111+70.7% | Added |
| Kentucky Trust Co | 274 | $9.54K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 283 | $9.85K | 0.00% | +143+102.1% | Added |
| AdvisorNet Financial, Inc | 290 | $10.1K | 0.00% | +14+5.1% | Added |
| Whipplewood Advisors, LLC | 411 | $10.7K | 0.01% | +100+32.2% | Added |
| MCF Advisors LLC | 318 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 328 | $11.4K | 0.01% | −103−23.9% | Reduced |
| SRS Capital Advisors, Inc. | 330 | $11.5K | 0.00% | −113−25.5% | Reduced |
| Park Square Financial Group, LLC | 358 | $12.5K | 0.01% | −20−5.3% | Reduced |
| Ancora Advisors, LLC | 450 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 461 | $16.0K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 457 | $16.5K | 0.01% | +457 | New |
| Sunbelt Securities, Inc. | 485 | $16.9K | 0.00% | +485 | New |
| Capital Advisors, Ltd. LLC | 488 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 531 | $18.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 548 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 549 | $19.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 600 | $20.9K | 0.00% | −1,100−64.7% | Reduced |
| Bollard Group LLC | 611 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $21.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 617 | $21.5K | 0.00% | +131+27.0% | Added |
| New England Capital Financial Advisors LLC | 686 | $23.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 695 | $24.2K | 0.00% | −458−39.7% | Reduced |
| Private Wealth Asset Management, LLC | 765 | $26.6K | 0.00% | +765 | New |
| EverSource Wealth Advisors, LLC | 767 | $26.7K | 0.00% | +480+167.2% | Added |
| City Holding Co | 823 | $28.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $30.7K | 0.01% | −1,075−84.3% | Reduced |
| Centricity Wealth Management, LLC | 1,000 | $34.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,002 | $34.9K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $35.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,017 | $35.4K | 0.01% | +1,017 | New |
| Semmax Financial Advisors Inc. | 1,098 | $36.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,150 | $40.0K | 0.00% | +1,150 | New |
| Versant Capital Management, Inc | 1,181 | $41.1K | 0.01% | +814+221.8% | Added |
| Asset Dedication, LLC | 1,221 | $42.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,264 | $44.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,224 | $44.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,411 | $49.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,440 | $50.0K | 0.00% | +485+50.8% | Added |
| Johnson Financial Group, Inc. | 1,458 | $50.8K | 0.00% | +1,458 | New |
| Umb Bank N A | 1,531 | $53.3K | 0.00% | +907+145.4% | Added |
| Vestor Capital, LLC | 1,646 | $57.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,712 | $59.6K | 0.00% | +25+1.5% | Added |
| Financial Management Professionals, Inc. | 1,813 | $63.1K | 0.01% | −155−7.9% | Reduced |
| Allworth Financial LP | 1,847 | $64.3K | 0.00% | +6+0.3% | Added |
| Fifth Third Bancorp | 1,877 | $65.3K | 0.00% | +248+15.2% | Added |
| Atala Financial Inc | 2,141 | $74.5K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,170 | $75.5K | 0.01% | +1,093+101.5% | Added |
| Whittier Trust Co | 2,223 | $77.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,268 | $78.9K | 0.00% | +191+9.2% | Added |