Valvoline Ownership | Who Owns Valvoline?

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Valvoline Ownership Summary

Valvoline is owned by 85.65% institutional investors, 0.46% insiders, and 13.89% retail investors. Blackrock is the largest institutional shareholder, holding 9.46% of VVV shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in Valvoline shares.

VVV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Valvoline	85.65%	0.46%	13.89%
Sector	Energy Stocks	44.64%	13.74%	41.61%
Industry	Oil & Gas Refining & Marketing Stocks	47.31%	9.87%	42.82%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	12.27M	9.46%	$530.19M
Vanguard group	12.89M	9.33%	$466.49M
Blackrock funding, inc. /de	12.38M	8.96%	$447.99M
Wasatch advisors lp	10.82M	7.83%	$391.40M
Fil	5.09M	3.69%	$184.31M
State street	4.08M	3.14%	$176.24M
Fiduciary management inc /wi/	4.22M	3.05%	$152.73M
Invesco	3.64M	2.63%	$131.67M
Alua capital management lp	3.61M	2.61%	$130.44M
Congress asset management co /ma	3.42M	2.47%	$123.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alua capital management lp	3.61M	8.11%	$130.44M
Sahana capital management lp	1.16M	7.77%	$50.07M
Tensile capital management lp	1.84M	6.92%	$66.58M
Wasatch advisors lp	10.82M	1.94%	$391.40M
Fiduciary management inc /wi/	4.22M	1.43%	$152.73M
Intrepid capital management	66.22K	1.22%	$2.40M
Leeward investments, llc - ma	572.92K	1.03%	$20.73M
Sculptor capital lp	2.03M	0.98%	$73.57M
Congress asset management co /ma	3.42M	0.84%	$123.66M
Geneva capital management	1.22M	0.77%	$44.16M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.50M	0.01%	1.50M
Fiduciary management inc /wi/	4.22M	1.43%	1.10M
Wasatch advisors lp	10.82M	1.94%	1.08M
Squarepoint ops	1.15M	0.04%	994.99K
Champlain investment partners	968.80K	0.22%	968.80K

Top Sellers

Holder	Shares	% Assets	Change
Viking global investors lp	-	-	-2.38M
Wellington management group llp	1.30M	0.01%	-2.05M
Fmr	2.52M	0.01%	-1.98M
Junto capital management lp	-	-	-1.41M
Schroder investment management group	-	-	-1.31M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.50M	0.01%	1.50M	$54.11M
Champlain investment partners	968.80K	0.22%	968.80K	$35.05M
Adage capital partners gp	575.00K	0.04%	575.00K	$20.80M
Assenagon asset management	479.26K	0.03%	479.26K	$17.34M
Raymond james financial	260.36K	0.00%	260.36K	$9.42M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Td capital management	-7.00
Riggs asset managment	-8.00
Capital performance advisors llp	-11.00
Riverview trust	-16.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	404	-9.01%	118,370,602	-3.52%	85	0.95%	192	-18.30%	145	20.83%
Sep 30, 2024	437	5.30%	122,451,784	-1.23%	94	1.03%	231	27.62%	119	-7.03%
Jun 30, 2024	412	-4.19%	123,939,167	2.57%	95	1.10%	180	-1.64%	126	-21.25%
Mar 31, 2024	430	10.54%	120,831,645	-3.18%	93	1.04%	183	-3.68%	160	28.00%
Dec 31, 2023	389	10.51%	124,797,765	-2.74%	94	1.10%	190	47.29%	125	-16.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	4.15M	3.26%	1.35K
Vanguard US Total Market Shares ETF	4.10M	3.22%	3.17K
Vanguard Total Stock Mkt Idx Inv	4.08M	3.21%	2.35K
Vanguard Small Cap Index	3.28M	2.58%	2.67K
Wasatch Core Growth	2.87M	2.25%	261.21K
FMI Common Stock Investor	2.20M	1.72%	595.00K
Vanguard Small Cap Value Index Inv	2.16M	1.70%	-8.34K
Vanguard Institutional Extnd Mkt Idx Tr	1.96M	1.54%	12.26K
Hartford MidCap Y	1.87M	1.46%	-18.23K
JHancock Disciplined Value Mid Cap I	1.77M	1.39%	1.77M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 25, 2025	O'Daniel Julie Marie	Chief Legal Officer	Sell	$224.43K
Feb 24, 2025	Kruse Carol H.	-	Sell	$136.85K
Dec 11, 2024	Dobbins Robert Travis	Chief Technology Officer	Sell	$76.56K
Nov 27, 2024	Flees Lori Ann	President & CEO	Buy	$99.10K
Nov 25, 2024	SONSTEBY CHARLES M	-	Buy	$395.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	2
2024 Q4	2	1
2024 Q3	-	1
2024 Q2	-	-

VVV Ownership FAQ

Who Owns Valvoline?

Valvoline shareholders are primarily institutional investors at 85.65%, followed by 0.46% insiders and 13.89% retail investors. The average institutional ownership in Valvoline's industry, Oil & Gas Refining & Marketing Stocks, is 47.31%, which Valvoline exceeds.

Who owns the most shares of Valvoline?

Valvoline’s largest shareholders are Blackrock (12.27M shares, 9.46%), Vanguard group (12.89M shares, 9.33%), and Blackrock funding, inc. /de (12.38M shares, 8.96%). Together, they hold 27.74% of Valvoline’s total shares outstanding.

Does Blackrock own Valvoline?

Yes, BlackRock owns 9.46% of Valvoline, totaling 12.27M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 530.19M$. In the last quarter, BlackRock increased its holdings by 529.15K shares, a 4.51% change.

Who is Valvoline’s biggest shareholder by percentage of total assets invested?

Alua capital management lp is Valvoline’s biggest shareholder by percentage of total assets invested, with 8.11% of its assets in 3.61M Valvoline shares, valued at 130.44M$.

Who is the top mutual fund holder of Valvoline shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Valvoline shares, with 3.26% of its total shares outstanding invested in 4.15M Valvoline shares.

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