VALVOLINE INC - COM (VVV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / COM
Symbol
VVV on NYSE
Shares outstanding
127,249,375
Price per share
$32.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
144,591,404
Total reported value
$4,202,470,165
% of total 13F portfolios
0.01%
Share change
+5,306,604
Value change
+$115,975,905
Number of holders
368
Price from insider filings
$32.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of VALVOLINE INC - COM (VVV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WASATCH ADVISORS LP 6.4% -22% $262,398,391 -$72,172,800 8,143,960 -22% Wasatch Advisors LP 31 Dec 2025
Boston Partners 5.1% $188,313,973 6,480,178 Boston Partners 31 Dec 2025

As of 31 Dec 2025, 368 institutional investors reported holding 144,591,404 shares of VALVOLINE INC - COM (VVV). This represents 114% of the company’s total 127,249,375 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of VALVOLINE INC - COM (VVV) together control 81% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.7% 12,323,516 +0.78% 0.01% $358,121,374
BlackRock, Inc. 9.5% 12,151,147 +0.87% 0.01% $353,112,339
WASATCH ADVISORS LP 6.4% 8,143,960 -20% 1.4% $236,663,478
Boston Partners 5.2% 6,679,911 +21% 0.2% $194,448,640
WELLINGTON MANAGEMENT GROUP LLP 4.8% 6,067,541 +11% 0.03% $176,322,741
FIDUCIARY MANAGEMENT INC /WI/ 3.9% 4,972,363 +4.6% 1.6% $144,496,869
COOKE & BIELER LP 3.4% 4,281,095 +28% 1.3% $124,408,621
EMINENCE CAPITAL, LP 3.3% 4,212,293 1.9% $122,409,235
STATE STREET CORP 3.3% 4,204,277 +4.6% 0% $122,176,290
Alua Capital Management LP 3.2% 4,106,932 +9.9% 8.8% $119,347,444
MORGAN STANLEY 2.7% 3,451,601 -7.1% 0.01% $100,303,574
Channing Capital Management, LLC 2.4% 3,031,697 +41% 2.3% $88,101,115
DIMENSIONAL FUND ADVISORS LP 2.3% 2,958,389 +0.94% 0.02% $85,974,569
HAWK RIDGE CAPITAL MANAGEMENT LP 2.2% 2,738,245 +142% 3.7% $79,573,400
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.1% 2,699,938 +18% 0.77% $78,460,198
MARSHALL WACE, LLP 2.1% 2,682,867 +47% 0.08% $77,964,115
CITADEL ADVISORS LLC 2% 2,550,771 +606% 0.05% $74,125,405
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,446,752 +1.5% 0% $71,117,211
NEUBERGER BERMAN GROUP LLC 1.8% 2,288,300 -26% 0.05% $66,497,998
Tensile Capital Management LP 1.6% 2,098,843 +0.96% 7.9% $60,992,000
SNYDER CAPITAL MANAGEMENT L P 1.5% 1,852,726 +6.4% 1% $53,840,218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,776,790 +3.8% 0.01% $51,633,517
ROYCE & ASSOCIATES LP 1.4% 1,733,739 +33% 0.51% $50,382,455
CIBC Private Wealth Group LLC 1.3% 1,706,259 +141% 0.08% $49,583,887
GENEVA CAPITAL MANAGEMENT LLC 1.3% 1,654,904 -15% 0.9% $48,091,504

Institutional Holders of VALVOLINE INC - COM (VVV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 144,591,404 $4,202,470,165 +$115,975,905 $29.06 368
2025 Q3 138,706,887 $4,980,937,576 +$36,952,494 $35.91 409
2025 Q2 137,465,478 $5,205,799,916 +$455,317,137 $37.87 409
2025 Q1 125,881,748 $4,380,083,887 +$100,509,156 $34.81 417
2024 Q4 123,439,892 $4,465,486,062 -$80,552,478 $36.18 431
2024 Q3 124,131,154 $5,194,853,068 +$58,501,040 $41.85 438
2024 Q2 123,976,427 $5,355,888,036 +$79,610,647 $43.20 406
2024 Q1 122,176,095 $5,445,209,872 -$100,179,781 $44.57 414
2023 Q4 124,701,826 $4,688,459,602 -$111,646,937 $37.58 377
2023 Q3 128,331,320 $4,137,439,763 -$37,837,105 $32.24 340
2023 Q2 129,125,085 $4,841,402,488 -$1,020,470,793 $37.51 370
2023 Q1 156,778,131 $5,477,836,442 -$87,116,354 $34.94 363
2022 Q4 160,356,386 $5,237,295,765 +$83,391,688 $32.65 365
2022 Q3 160,720,482 $4,074,786,319 -$64,514,715 $25.34 340
2022 Q2 162,326,369 $4,681,749,626 -$72,151,845 $28.83 364
2022 Q1 165,241,580 $5,214,485,957 +$12,769,037 $31.56 378
2021 Q4 163,452,926 $6,093,654,501 -$188,397,290 $37.29 403
2021 Q3 167,703,328 $5,231,012,464 -$29,083,162 $31.18 324
2021 Q2 168,625,396 $5,471,309,910 -$117,937,654 $32.46 323
2021 Q1 173,683,534 $4,530,378,380 +$114,845,382 $26.07 313
2020 Q4 171,767,425 $3,975,839,766 +$23,537,229 $23.14 302
2020 Q3 170,264,362 $3,243,848,997 -$65,284,809 $19.04 300
2020 Q2 173,166,966 $3,348,528,286 +$80,356,443 $19.33 295
2020 Q1 171,597,124 $2,243,833,718 -$61,087,643 $13.09 295
2019 Q4 174,170,526 $3,729,826,462 -$36,413,109 $21.41 319
2019 Q3 175,406,451 $3,863,914,480 -$56,760,098 $22.03 314
2019 Q2 178,922,277 $3,495,174,931 -$63,793,447 $19.53 301
2019 Q1 183,955,841 $3,414,693,054 -$115,457,088 $18.56 301
2018 Q4 190,050,691 $3,679,248,584 -$137,511,318 $19.35 293
2018 Q3 197,315,539 $4,241,712,024 +$66,604,504 $21.51 290
2018 Q2 194,397,774 $4,192,456,144 -$76,779,944 $21.57 301
2018 Q1 198,308,866 $4,388,344,563 +$177,489,363 $22.13 302
2017 Q4 191,109,139 $4,784,153,917 -$57,918,409 $25.06 325
2017 Q3 190,108,743 $4,459,023,361 +$3,462,027 $23.45 290
2017 Q2 189,950,263 $4,502,926,904 +$3,290,081,279 $23.72 320
2017 Q1 55,908,952 $1,372,659,100 +$182,544,822 $24.55 130
2016 Q4 50,348,959 $1,082,577,320 +$233,492,886 $21.50 126
2016 Q3 37,589,821 $882,174,861 +$881,721,861 $23.49 113
2016 Q2 0 $0 -$60,000 $32.56 0
2016 Q1 3,212 $60,000 $18.68 1