Morgan Stanley
· Reduced
Change
−5K
Date
Q1 2026
VA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morgan Stanley
· Reduced
Change
−5K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −5K | – | Q1 2026 | |||||
|
Neuberger Berman Group LLC
· Added
Change
+4K
Date
Q1 2026
|
Neuberger Berman Group LLC | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Dimensional
· Reduced
Change
−2K
Date
Q1 2026
|
Dimensional | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−1K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−710
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −710 | −100.0% | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−577
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −577 | – | Q1 2026 | |||||
|
Geode
· Reduced
Change
−504
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | – | −504 | – | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Exited
Change
−400
Δ Own
−100.0%
Date
Q1 2026
|
Osaic Holdings, Inc. | Exited· Q1 2026 | – | −400 | −100.0% | Q1 2026 | |||||
|
Northern Trust
· Reduced
Change
−355
Date
Q1 2026
|
Northern Trust | Reduced· Q1 2026 | – | −355 | – | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−344
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −344 | – | Q1 2026 | |||||
|
Capital Investment Counsel, Inc
· Reduced
Change
−300
Date
Q1 2026
|
Capital Investment Counsel, Inc | Reduced· Q1 2026 | – | −300 | – | Q1 2026 | |||||
|
Tower Research Capital LLC (trc)
· Added
Change
+297
Date
Q1 2026
|
Tower Research Capital LLC (trc) | Added· Q1 2026 | – | +297 | – | Q1 2026 | |||||
|
Nisa Investment Advisors, LLC
· Reduced
Change
−272
Date
Q1 2026
|
Nisa Investment Advisors, LLC | Reduced· Q1 2026 | – | −272 | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Added
Change
+151
Date
Q1 2026
|
Royal Bank of Canada | Added· Q1 2026 | – | +151 | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+115
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +115 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Brecher Howard A.
· Director
Buy
+$7K
|
Brecher Howard A. | Director | Buy | $33.89 | +200 | +$7K | 2K | – | May 21, 2026 | May 22, 2026 | |||||||||
U
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36 reporting institutions disclosed VALU position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.