Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VALN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | 2.3M | $14.3M | 0.0% | 2.663% | 0.37% |
| 2 | Novo Holdings A/S | 1.1M | $6.6M | -54.1% | 1.229% | 0.54% |
| 3 | GENERAL AMERICAN INVESTORS CO INC | 354K | $2.2M | 0.0% | 0.412% | 0.15% |
| 4 | WELLS FARGO & COMPANY/MN | 78K | $488K | -36.8% | 0.091% | 0.00% |
| 5 | MORGAN STANLEY | 47K | $293K | +9.2% | 0.054% | 0.00% |
| 6 | IRONWOOD INVESTMENT MANAGEMENT LLC | 25K | $157K | 0.0% | 0.029% | 0.07% |
| 7 | OLD MISSION CAPITAL LLC | 14K | $86K | β | 0.016% | 0.00% |
| 8 | Marex Group plc | 11K | $76K | β | 0.013% | 0.00% |
| 9 | VSM Wealth Advisory, LLC | 10K | $63K | β | 0.012% | 0.02% |
| 10 | China Universal Asset Management Co., Ltd. | 5K | $31K | 0.0% | 0.006% | 0.00% |
| 11 | RHUMBLINE ADVISERS | 2K | $11K | +1.7% | 0.002% | 0.00% |
| 12 | GAMMA Investing LLC | 1K | $9K | -23.2% | 0.002% | 0.00% |
| 13 | Steigerwald, Gordon & Koch Inc. | 1K | $8K | β | 0.002% | 0.00% |
| 14 | EverSource Wealth Advisors, LLC | 30 | $6K | -69.4% | 0.000% | 0.00% |
| 15 | UBS Group AG | 782 | $5K | +285.2% | 0.001% | 0.00% |
| 16 | BNP PARIBAS ARBITRAGE, SA | 200 | $1K | β | 0.000% | 0.00% |
| 17 | ADVISOR GROUP HOLDINGS, INC. | 55 | $344 | -96.5% | 0.000% | 0.00% |
| 18 | Clearstead Advisors, LLC | 48 | $303 | 0.0% | 0.000% | 0.00% |
| 19 | Smartleaf Asset Management LLC | 43 | $266 | 0.0% | 0.000% | 0.00% |
| 20 | HRT FINANCIAL LP | 21K | $130 | β | 0.024% | 0.00% |
| 21 | Allworth Financial LP | 7 | $44 | 0.0% | 0.000% | 0.00% |
| 22 | Activest Wealth Management | 1 | $6 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VALN β a direct measure of their conviction.
Filings activity in VALN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 22 | +16% | 5.29% | 4.66 pp | $24M | 47% |
| Q4 2025 | 19 | +12% | 9.95% | 4.01 pp | $46M | 29% |
| Q3 2025 | 17 | 11% | 13.96% | +8.40 pp | $64M | +151% |
| Q2 2025 | 19 | +36% | 5.56% | +4.60 pp | $26M | +477% |
| Q1 2025 | 14 | +7.7% | 0.96% | +0.27 pp | $4M | +40% |
| Q4 2024 | 13 | +18% | 0.69% | 0.25 pp | $3M | 27% |
| Q3 2024 | 11 | 15% | 0.94% | 1.58 pp | $4M | 62% |
| Q2 2024 | 13 | β | 2.52% | β | $12M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VALN stock.
Based on Q1 2026 13F filings, institutional ownership of Valneva SE stands at 5.3%, held across 22 reporting institutions.
Frazier Life Sciences Management, L.P. is the largest reported institutional holder of VALN, with approximately 2,291,666 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of VALN.
Our composite Smart Money Score for VALN is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in VALN during Q1 2026, while 3 fully exited. 2 added to existing positions and 14 trimmed.
VALN institutional ownership fell by 4.66 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 99.8% of all reported 13F value in VALN, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Valneva SE (VALN) Institutional Ownership