Who owns Vale (VALE)
Which tracked institutional funds hold VALE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VALE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
77 tracked funds added or opened VALE while 172 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VALE’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VALE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 520 tracked filers holding VALE, 241 increased or opened the position and 293 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VALE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- BAILLIE GIFFORD & CO$190M
- BSN CAPITAL PARTNERS Ltd$70M
- Jupiter Topco LLC$26M
- Mirae Asset Global Investments Co., Ltd.$7M
- Walleye Trading LLC$6M
- Optiver Holding B.V.$5M
Full exits 59
- GQG Partners LLC$264M
- RWC ASSET ADVISORS (US) LLC$77M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$54M
- CITADEL ADVISORS LLC$44M
- BESSEMER GROUP INC$41M
- JANUS HENDERSON GROUP PLC$28M
Largest adds
- PRINCIPAL FINANCIAL GROUP INC$354M
- SCHRODER INVESTMENT MANAGEMENT GROUP$318M
- Capital World Investors$310M
- Capital Research Global Investors$231M
- Schonfeld Strategic Advisors LLC$143M
- JPMORGAN CHASE & CO$112M
Largest trims
- MORGAN STANLEY$313M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$282M
- GOLDMAN SACHS GROUP INC$239M
- RENAISSANCE TECHNOLOGIES LLC$157M
- Assenagon Asset Management S.A.$145M
- Holocene Advisors, LP$140M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors added | 131,508,037 | $2.0B | 16.3% | 2026-Q2 |
| BlackRock, Inc. added | 63,828,464 | $960M | 7.9% | 2026-Q2 |
| FMR LLC added | 55,345,652 | $832M | 6.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 31,949,655 | $481M | 4.0% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 30,216,274 | $454M | 3.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 29,112,147 | $438M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 27,894,968 | $420M | 3.5% | 2026-Q2 |
| Capital Research Global Investors added | 24,484,941 | $368M | 3.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 23,878,954 | $359M | 3.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 23,696,580 | $356M | 2.9% | 2026-Q2 |
| Fisher Asset Management, LLC added | 22,697,641 | $341M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,879,889 | $269M | 2.2% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 15,368,311 | $230M | 1.9% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 14,267,945 | $215M | 1.8% | 2026-Q2 |
| Invesco Ltd. added | 13,390,283 | $201M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 13,122,547 | $197M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,809,232 | $193M | 1.6% | 2026-Q2 |
| BAILLIE GIFFORD & CO new | 12,625,977 | $190M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,038,774 | $166M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,109,608 | $152M | 1.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 9,973,270 | $150M | 1.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 9,629,330 | $145M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 9,528,921 | $143M | 1.2% | 2026-Q2 |
| Mondrian Investment Partners LTD trimmed | 9,252,093 | $139M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 8,771,864 | $132M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 7,544,987 | $113M | 0.9% | 2026-Q2 |
| Driehaus Capital Management LLC added | 7,236,306 | $109M | 0.9% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 6,927,766 | $104M | 0.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 6,793,093 | $103M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 5,812,666 | $87M | 0.7% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 5,711,576 | $86M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,671,238 | $85M | 0.7% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC added | 5,350,321 | $80M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,248,034 | $79M | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH | 4,991,920 | $79M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,818,997 | $72M | 0.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 4,565,904 | $69M | 0.6% | 2026-Q2 |
| BSN CAPITAL PARTNERS Ltd new | 4,555,833 | $70M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 4,452,159 | $67M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,223,467 | $64M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 4,051,623 | $61M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,821,030 | $57M | 0.5% | 2026-Q2 |
| Capital International Investors added | 3,615,314 | $54M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 3,489,558 | $52M | 0.4% | 2026-Q2 |
| Man Group plc trimmed | 3,089,267 | $46M | 0.4% | 2026-Q2 |
| DAVIS SELECTED ADVISERS trimmed | 2,929,850 | $44M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,863,402 | $43M | 0.4% | 2026-Q2 |
| Aberdeen Group plc | 2,662,470 | $40M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 2,645,173 | $40M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 2,638,267 | $40M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 2,626,446 | $40M | 0.3% | 2026-Q2 |
| Turim 21 Investimentos Ltda. trimmed | 2,545,258 | $38M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,464,209 | $37M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 2,439,608 | $37M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 2,339,949 | $35M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,195,099 | $33M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 2,156,864 | $32M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 2,123,354 | $32M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,995,930 | $30M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 1,852,317 | $28M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,773,537 | $27M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,719,238 | $26M | 0.2% | 2026-Q2 |
| OMERS ADMINISTRATION Corp trimmed | 1,619,298 | $24M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,566,403 | $24M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,552,751 | $23M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 1,501,100 | $23M | 0.2% | 2026-Q2 |
| RWC Asset Management LLP trimmed | 1,500,372 | $23M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,492,848 | $22M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,424,393 | $21M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 1,398,604 | $21M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,002,342 | $15M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 980,508 | $15M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 971,052 | $15M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 970,329 | $15M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 964,261 | $15M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 952,345 | $14M | 0.1% | 2026-Q2 |
| Kiltearn Partners LLP trimmed | 909,672 | $14M | 0.1% | 2026-Q2 |
| Covalis Capital LLP added | 905,082 | $14M | 0.1% | 2026-Q2 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. added | 852,163 | $13M | 0.1% | 2026-Q2 |
| Kapitalo Investimentos Ltda added | 766,128 | $12M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 734,789 | $11M | 0.1% | 2026-Q2 |
| Trek Financial, LLC added | 693,251 | $10M | 0.1% | 2026-Q2 |
| Greenline Partners, LLC added | 678,229 | $10M | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 671,082 | $10M | 0.1% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 632,792 | $10M | 0.1% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC trimmed | 618,259 | $9M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 600,839 | $9M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 600,282 | $9M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 539,883 | $8M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 521,485 | $8M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 520,233 | $8M | 0.1% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 509,278 | $8M | 0.1% | 2026-Q2 |
| Pacific Heights Asset Management LLC | 500,000 | $8M | 0.1% | 2026-Q2 |
| FORA Capital, LLC trimmed | 499,401 | $8M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 488,940 | $7M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 478,763 | $7M | 0.1% | 2026-Q2 |
| BARINGS LLC trimmed | 477,943 | $7M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 448,015 | $7M | 0.1% | 2026-Q2 |
| Moneda S.A. Administradora General de Fondos trimmed | 446,015 | $7M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 432,691 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.