Valvoline Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 12.23 M | $439.13 M | -1.03% | 9.58% |
| BLACKROCK, INC. | 11/12/2025 | 12.05 M | $432.57 M | -1.78% | 9.44% |
| WASATCH ADVISORS LP | 11/14/2025 | 10.23 M | $367.22 M | -1.52% | 8.01% |
| BOSTON PARTNERS | 11/13/2025 | 5.54 M | $198.83 M | 39.23% | 4.34% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 5.46 M | $195.98 M | -1.63% | 4.28% |
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2025 | 4.75 M | $170.63 M | -0.54% | 3.72% |
| STATE STREET CORP | 11/14/2025 | 4.02 M | $144.35 M | -0.52% | 3.15% |
| ALUA CAPITAL MANAGEMENT LP | 11/14/2025 | 3.74 M | $134.19 M | 0.00% | 2.93% |
| MORGAN STANLEY | 11/14/2025 | 3.71 M | $133.37 M | 22.42% | 2.91% |
| COOKE & BIELER LP | 10/31/2025 | 3.34 M | $119.83 M | 14.36% | 2.62% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 3.10 M | $111.25 M | 188.68% | 2.43% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.93 M | $105.25 M | -0.42% | 2.30% |
| INVESCO LTD. | 11/13/2025 | 2.92 M | $104.72 M | -0.56% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.41 M | $86.55 M | 3.69% | 1.89% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10/22/2025 | 2.29 M | $82.11 M | -6.79% | 1.79% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/04/2025 | 2.26 M | $81.18 M | -15.62% | 1.77% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 2.20 M | $79.13 M | 23.01% | 1.73% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/10/2025 | 2.15 M | $77.36 M | -0.43% | 1.69% |
| TENSILE CAPITAL MANAGEMENT LP | 11/14/2025 | 2.08 M | $74.65 M | 1.90% | 1.63% |
| SCULPTOR CAPITAL LP | 11/14/2025 | 2.00 M | $71.82 M | -33.33% | 1.57% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 1.95 M | $69.94 M | 0.05% | 1.53% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.82 M | $65.48 M | 40.40% | 1.43% |
| SNYDER CAPITAL MANAGEMENT L P | 11/12/2025 | 1.74 M | $62.50 M | 7.19% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.71 M | $61.48 M | 0.28% | 1.34% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2025 | 1.49 M | $53.43 M | -1.61% | 1.17% |
| NEWPORT TRUST CO | 10/31/2025 | 1.47 M | $52.85 M | -2.72% | 1.15% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 1.30 M | $46.76 M | 3.00% | 1.02% |
| COMMERCE BANK | 11/12/2025 | 1.24 M | $44.69 M | -1.44% | 0.98% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.14 M | $40.87 M | 0.51% | 0.89% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 11/14/2025 | 1.13 M | $40.63 M | 53.15% | 0.89% |
| UBS GROUP AG | 11/13/2025 | 1.13 M | $40.42 M | 38.50% | 0.88% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 1.01 M | $36.14 M | -0.12% | 0.79% |
| SCOPIA CAPITAL MANAGEMENT LP | 11/14/2025 | 993.33 K | $35.67 M | 92.47% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 986.68 K | $35.43 M | -26.93% | 0.77% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 953.19 K | $34.23 M | -2.08% | 0.75% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 922.50 K | $33.13 M | 3.16% | 0.72% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 903.74 K | $32.45 M | 100.00% | 0.71% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 899.40 K | $32.30 M | 45.60% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 884.66 K | $31.77 M | -2.57% | 0.69% |
| FIL LTD | 11/13/2025 | 838.50 K | $30.11 M | -74.46% | 0.66% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 778.62 K | $27.96 M | -0.46% | 0.61% |
| SEI INVESTMENTS CO | 11/13/2025 | 760.47 K | $27.31 M | -3.01% | 0.60% |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 11/14/2025 | 731.87 K | $26.28 M | 154.86% | 0.57% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 707.36 K | $25.40 M | -1.82% | 0.55% |
| 11/12/2025 | 707.15 K | $25.39 M | 100.00% | 0.55% | |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 683.29 K | $24.54 M | -50.88% | 0.54% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 607.88 K | $21.83 M | -30.11% | 0.48% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2025 | 606.72 K | $21.79 M | 15.11% | 0.48% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 555.22 K | $19.94 M | 454.75% | 0.44% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 552.38 K | $19.84 M | -1.23% | 0.43% |
Valvoline Inc. institutional Ownership - FAQ's
During the previous two years, 589 institutional investors and hedge funds held shares of Valvoline Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 12.23 M
BlackRock, Inc.: 12.05 M
WASATCH ADVISORS LP: 10.23 M
Boston Partners: 5.54 M
WELLINGTON MANAGEMENT GROUP LLP: 5.46 M
FIDUCIARY MANAGEMENT INC /WI/: 4.75 M
109.22% of Valvoline Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 174.43 M shares in the last 24 months. This purchase volume represents approximately $5.42 B in transactions.