VALE Institutional Ownership
Vale S.A.
1W: -9.2%
1M: -13.0%
3M: -17.5%
YTD: -8.3%
1Y: +12.2%
3Y: +25.1%
5Y: +26.1%
$11.84
-0.16 (-1.33%)
Weekly Expected Move ±4.0%
$11
$12
$12
$13
$13
Credit Risk of going bust: lower than 62% of companies Debt: 27.3% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.31 (down 97%), Vale S.A. would be worth roughly what it owes.
Total debt $18.94B against a stock market value of $50.39B.
Distance to default 6.41 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $9.87B (short-term plus half of long-term), stock volatility 33.4%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $18.94B against a stock market value of $50.39B.
Distance to default 6.41 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $9.87B (short-term plus half of long-term), stock volatility 33.4%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — VALE
628
Institutional Holders
-15 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
72
New Positions
177
Increased
275
Reduced
78
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (686 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors | 131,508,037 | $1.6B | +26,668,863 | +25.4% | 36Q | SEC ↗ |
| 2 | BlackRock, Inc. | 63,828,464 | $756M | -9,970,219 | -13.5% | 8Q | SEC ↗ |
| 3 | FMR LLC | 55,345,652 | $655M | +1,192,172 | +2.2% | 36Q | SEC ↗ |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 31,949,655 | $378M | -15,998,048 | -33.4% | 4Q | SEC ↗ |
| 5 | Robeco Institutional Asset Management | 30,216,274 | $358M | +2,654,277 | +9.6% | 15Q | SEC ↗ |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 29,112,147 | $345M | +23,850,132 | +453.3% | 10Q | SEC ↗ |
| 7 | MORGAN STANLEY | 27,894,968 | $330M | -18,130,433 | -39.4% | 60Q | SEC ↗ |
| 8 | Capital Research Global Investors | 24,484,941 | $290M | +15,874,418 | +184.4% | 48Q | SEC ↗ |
| 9 | LAZARD ASSET MANAGEMENT LLC | 23,878,954 | $283M | +193,039 | +0.8% | 38Q | SEC ↗ |
| 10 | Fisher Asset Management, LLC | 22,697,641 | $269M | +177,966 | +0.8% | 36Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 17,879,889 | $212M | -3,957,527 | -18.1% | 15Q | SEC ↗ |
| 12 | Itau Unibanco Holding S.A. | 15,368,311 | $182M | -2,506,135 | -14.0% | 17Q | SEC ↗ |
| 13 | Orbis Allan Gray Ltd | 14,267,945 | $169M | -5,104,555 | -26.3% | 7Q | SEC ↗ |
| 14 | Invesco Ltd. | 13,390,283 | $159M | -29,524 | -0.2% | 69Q | SEC ↗ |
| 15 | TWO SIGMA INVESTMENTS, LP | 13,122,547 | $155M | +2,511,230 | +23.7% | 4Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 12,809,232 | $152M | +7,507,072 | +141.6% | 69Q | SEC ↗ |
| 17 | BAILLIE GIFFORD & CO NEW | 12,625,977 | $149M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 11,038,774 | $131M | -14,402,501 | -56.6% | 15Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 10,109,608 | $120M | +985,341 | +10.8% | 22Q | SEC ↗ |
| 20 | STATE STREET CORP | 9,973,270 | $118M | -595,576 | -5.6% | 35Q | SEC ↗ |
| 21 | Schonfeld Strategic Advisors LLC | 9,629,330 | $114M | +9,519,946 | +8703.2% | 2Q | SEC ↗ |
| 22 | AMERICAN CENTURY COMPANIES INC | 9,528,921 | $113M | +783,505 | +9.0% | 15Q | SEC ↗ |
| 23 | Mondrian Investment Partners LTD | 9,252,093 | $110M | -716,327 | -7.2% | 4Q | SEC ↗ |
| 24 | MILLENNIUM MANAGEMENT LLC | 8,771,864 | $104M | +2,790,111 | +46.6% | 40Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 7,544,987 | $89M | +2,554,987 | +51.2% | 61Q | SEC ↗ |
| 26 | Driehaus Capital Management LLC | 7,236,306 | $86M | +3,568,359 | +97.3% | 6Q | SEC ↗ |
| 27 | Assenagon Asset Management S.A. | 6,927,766 | $82M | -8,735,875 | -55.8% | 4Q | SEC ↗ |
| 28 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 6,793,093 | $80M | -466,413 | -6.4% | 69Q | SEC ↗ |
| 29 | UBS Group AG | 5,812,666 | $69M | -2,025,550 | -25.8% | 47Q | SEC ↗ |
| 30 | Artemis Investment Management LLP | 5,711,576 | $68M | -96,951 | -1.7% | 2Q | SEC ↗ |
| 31 | DIMENSIONAL FUND ADVISORS LP | 5,671,238 | $67M | -533,703 | -8.6% | 69Q | SEC ↗ |
| 32 | TODD ASSET MANAGEMENT LLC | 5,350,321 | $63M | +24,354 | +0.5% | 13Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 5,248,034 | $62M | +410,464 | +8.5% | 31Q | SEC ↗ |
| 34 | Allianz Asset Management GmbH | 4,891,920 | $58M | -100,000 | -2.0% | 5Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,818,997 | $57M | +3,765,630 | +357.5% | 31Q | SEC ↗ |
| 36 | VAN ECK ASSOCIATES CORP | 4,565,904 | $54M | +358,581 | +8.5% | 15Q | SEC ↗ |
| 37 | BSN CAPITAL PARTNERS Ltd NEW | 4,555,833 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 38 | RENAISSANCE TECHNOLOGIES LLC | 4,452,159 | $53M | -9,601,178 | -68.3% | 13Q | SEC ↗ |
| 39 | NORTHERN TRUST CORP | 4,223,467 | $50M | -262,422 | -5.8% | 69Q | SEC ↗ |
| 40 | Connor, Clark & Lunn Investment Manage | 4,051,623 | $48M | -5,394,713 | -57.1% | 20Q | SEC ↗ |
| 41 | D. E. Shaw & Co., Inc. | 3,821,030 | $45M | +914,547 | +31.5% | 2Q | SEC ↗ |
| 42 | Capital International Investors | 3,615,314 | $43M | +21,995 | +0.6% | 36Q | SEC ↗ |
| 43 | Nuveen, LLC | 3,489,558 | $41M | +299,488 | +9.4% | 6Q | SEC ↗ |
| 44 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 3,470,670 | $41M | +47,270 | +1.4% | 16Q | SEC ↗ |
| 45 | RWC ASSET ADVISORS (US) LLC | 3,116,288 | $37M | -1,708,613 | -35.4% | 4Q | SEC ↗ |
| 46 | Man Group plc | 3,089,267 | $37M | -4,143,946 | -57.3% | 34Q | SEC ↗ |
| 47 | Davis Selected Advisers | 2,929,850 | $35M | -1,348 | -0.0% | 6Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 2,863,402 | $34M | -2,025,373 | -41.4% | 52Q | SEC ↗ |
| 49 | Aberdeen Group plc | 2,662,470 | $32M | — | +0.0% | 36Q | SEC ↗ |
| 50 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,645,173 | $31M | -1,388,701 | -34.4% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BAILLIE GIFFORD & CO | 12,625,977 | $149M |
| BSN CAPITAL PARTNERS Ltd | 4,555,833 | $54M |
| Jupiter Topco LLC | 1,719,238 | $20M |
| Mirae Asset Global Investments Co., | 448,015 | $5M |
| Walleye Trading LLC | 384,541 | $5M |
| Optiver Holding B.V. | 326,354 | $4M |
| Caprock Group, LLC | 272,274 | $3M |
| ExodusPoint Capital Management, LP | 240,939 | $3M |
| Nykredit A/S | 210,268 | $2M |
| MIRABELLA FINANCIAL SERVICES LLP | 114,200 | $1M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 102,000 | $1M |
| Massar Capital Management, LP | 99,734 | $1M |
| Blackstone Inc. | 78,298 | $927K |
| Corient Private Wealth LP | 74,379 | $881K |
| IMC-Chicago, LLC | 73,695 | $873K |
| SIG BROKERAGE, LP | 70,032 | $829K |
| Capital Markets Trading UK LLP | 64,639 | $765K |
| CARY STREET PARTNERS FINANCIAL LLC | 60,412 | $715K |
| Vinland Capital Management Gestora | 52,300 | $619K |
| Navi International - Administradora | 51,789 | $613K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GQG Partners LLC | 16,574,442 | $196M |
| Ninety One UK Ltd | 7,715,768 | $91M |
| Ninety One North America, Inc. | 3,361,779 | $40M |
| CITADEL ADVISORS LLC | 2,747,104 | $33M |
| LORD, ABBETT & CO. LLC | 2,100,000 | $25M |
| OAKTREE CAPITAL MANAGEMENT LP | 2,023,706 | $24M |
| PointState Capital LP | 1,542,021 | $18M |
| Gemsstock Ltd. | 1,273,217 | $15M |
| Trexquant Investment LP | 1,150,526 | $14M |
| Balyasny Asset Management L.P. | 1,056,329 | $13M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 904,000 | $11M |
| HRT FINANCIAL LP | 551,335 | $7M |
| Jump Financial, LLC | 503,838 | $6M |
| BW Gestao de Investimentos Ltda. | 500,000 | $6M |
| SummitTX Capital, L.P. | 442,804 | $5M |
| ACADIAN ASSET MANAGEMENT LLC | 441,148 | $5M |
| Journey Advisory Group, LLC | 407,902 | $5M |
| Financial Sense Advisors, Inc. | 397,116 | $5M |
| Regal Partners Ltd | 390,855 | $5M |
| LMR Partners LLP | 305,000 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | +26,668,863 | +25.4% | 131,508,037 |
| PRINCIPAL FINANCIAL GROUP INC | +23,850,132 | +453.3% | 29,112,147 |
| Capital Research Global Investors | +15,874,418 | +184.4% | 24,484,941 |
| Schonfeld Strategic Advisors LLC | +9,519,946 | +8703.2% | 9,629,330 |
| JPMORGAN CHASE & CO | +7,507,072 | +141.6% | 12,809,232 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,765,630 | +357.5% | 4,818,997 |
| Driehaus Capital Management LLC | +3,568,359 | +97.3% | 7,236,306 |
| MILLENNIUM MANAGEMENT LLC | +2,790,111 | +46.6% | 8,771,864 |
| Robeco Institutional Asset Manageme | +2,654,277 | +9.6% | 30,216,274 |
| AQR CAPITAL MANAGEMENT LLC | +2,554,987 | +51.2% | 7,544,987 |
| TWO SIGMA INVESTMENTS, LP | +2,511,230 | +23.7% | 13,122,547 |
| State of New Jersey Common Pension | +1,373,919 | +287.2% | 1,852,317 |
| FMR LLC | +1,192,172 | +2.2% | 55,345,652 |
| NEUBERGER BERMAN GROUP LLC | +1,191,404 | +204.7% | 1,773,537 |
| TRUIST FINANCIAL CORP | +985,341 | +10.8% | 10,109,608 |
| NOMURA ASSET MANAGEMENT INTERNATION | +917,385 | +64.5% | 2,339,949 |
| D. E. Shaw & Co., Inc. | +914,547 | +31.5% | 3,821,030 |
| AMERICAN CENTURY COMPANIES INC | +783,505 | +9.0% | 9,528,921 |
| JANUS HENDERSON GROUP PLC | +648,407 | +58.1% | 1,763,906 |
| Amundi | +482,313 | +27.4% | 2,243,230 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -18,130,433 | -39.4% | 27,894,968 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -15,998,048 | -33.4% | 31,949,655 |
| GOLDMAN SACHS GROUP INC | -14,402,501 | -56.6% | 11,038,774 |
| BlackRock, Inc. | -9,970,219 | -13.5% | 63,828,464 |
| RENAISSANCE TECHNOLOGIES LLC | -9,601,178 | -68.3% | 4,452,159 |
| Holocene Advisors, LP | -8,798,438 | -99.3% | 65,616 |
| Assenagon Asset Management S.A. | -8,735,875 | -55.8% | 6,927,766 |
| JANE STREET GROUP, LLC | -7,692,306 | -75.7% | 2,464,209 |
| BANK OF MONTREAL /CAN | -6,482,253 | -91.5% | 600,282 |
| OMERS ADMINISTRATION Corp | -6,440,964 | -79.9% | 1,619,298 |
| Connor, Clark & Lunn Investment Man | -5,394,713 | -57.1% | 4,051,623 |
| SPX Gestao de Recursos Ltda | -5,141,115 | -92.8% | 398,493 |
| Orbis Allan Gray Ltd | -5,104,555 | -26.3% | 14,267,945 |
| Man Group plc | -4,143,946 | -57.3% | 3,089,267 |
| BANK OF AMERICA CORP /DE | -3,957,527 | -18.1% | 17,879,889 |
| Itau Unibanco Holding S.A. | -2,506,135 | -14.0% | 15,368,311 |
| Point72 Asset Management, L.P. | -2,355,118 | -81.9% | 520,233 |
| UBS Group AG | -2,025,550 | -25.8% | 5,812,666 |
| DEUTSCHE BANK AG | -2,025,373 | -41.4% | 2,863,402 |
| RWC ASSET ADVISORS (US) LLC | -1,708,613 | -35.4% | 3,116,288 |