VALU — Institutional owners (13F)

55 filers · $23.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
NEUBERGER BERMAN GROUP LLC $4,862,227 120,114 21.11% Shares
BlackRock, Inc. $3,805,485 94,009 16.52% Shares
DIMENSIONAL FUND ADVISORS LP $2,062,011 50,939 8.95% Shares
GABELLI FUNDS LLC $1,874,548 46,308 8.14% Shares
Teton Advisors, Inc. $1,225,395 31,300 5.32% Shares
Teton Advisors, LLC $1,212,700 29,958 5.26% Shares
WELLS FARGO & COMPANY/MN $1,087,208 26,858 4.72% Shares
GEODE CAPITAL MANAGEMENT, LLC $962,269 23,769 4.18% Shares
OPPENHEIMER & CO INC $850,809 21,018 3.69% Shares
North Star Investment Management Corp. $651,728 16,100 2.83% Shares
VANGUARD GROUP INC $634,442 16,509 2.75% Shares
STATE STREET CORP $561,093 13,861 2.44% Shares
RENAISSANCE TECHNOLOGIES LLC $429,088 10,600 1.86% Shares
Capital Investment Counsel, Inc $383,508 9,474 1.66% Shares
STRS OHIO $372,416 9,200 1.62% Shares
VANGUARD CAPITAL MANAGEMENT LLC $296,921 7,335 1.29% Shares
Valmark Advisers, Inc. $263,120 6,500 1.14% Shares
GOLDMAN SACHS GROUP INC $257,777 6,368 1.12% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $238,751 5,898 1.04% Shares
NORTHERN TRUST CORP $236,079 5,832 1.02% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $204,100 5,042 0.89% Shares
VANGUARD FIDUCIARY TRUST CO $167,385 4,135 0.73% Shares
Russell Investments Group, Ltd. $80,838 1,997 0.35% Shares
MORGAN STANLEY $64,738 1,599 0.28% Shares
NEW YORK STATE COMMON RETIREMENT FUND $55,620 1,374 0.24% Shares
UBS Group AG $24,936 616 0.11% Shares
RHUMBLINE ADVISERS $23,715 586 0.10% Shares
ROYAL BANK OF CANADA $21,000 502 0.09% Shares
Vanguard Global Advisers, LLC $20,402 504 0.09% Shares
BARCLAYS PLC $16,110 398 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $14,694 363 0.06% Shares
CITIGROUP INC $14,613 361 0.06% Shares
JPMORGAN CHASE & CO $14,412 357 0.06% Shares
NBT BANK, N.A. $11,334 280 0.05% Shares
Tower Research Capital LLC (TRC) $8,865 219 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $8,217 203 0.04% Shares
Ameritas Investment Partners, Inc. $3,684 91 0.02% Shares
CWM, LLC $3,458 98 0.02% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,423 97 0.01% Shares
Legal & General Group Plc $2,591 64 0.01% Shares
FMR LLC $1,821 45 0.01% Shares
GAMMA Investing LLC $1,457 36 0.01% Shares
Arax Advisory Partners $1,133 28 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $544 14 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $445 11 0.00% Shares
EverSource Wealth Advisors, LLC $202 5 0.00% Shares
Essential Partners LLC $162 4 0.00% Shares
Sterling Capital Management LLC $121 3 0.00% Shares
Allworth Financial LP $81 2 0.00% Shares
IFP Advisors, Inc $81 2 0.00% Shares
ROTHSCHILD INVESTMENT LLC $40 1 0.00% Shares
NISA INVESTMENT ADVISORS, LLC $40 1 0.00% Shares
SBI Securities Co., Ltd. $40 1 0.00% Shares
State of Alaska, Department of Revenue $16 400 0.00% Shares
HARBOR CAPITAL ADVISORS, INC. $6 141 0.00% Shares