AVAL · Grupo Aval Acciones Y Valores S.A. · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 58 13F filersWho Holds AVAL
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 58 filers, like-for-like change +5.7%; actively managed books +6.0%; index-like books -4.7%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 77.3% | 34 | -3.8% |
| Bank | 4.0% | 3 | +548.2% |
| Broker-dealer | 0.0% | 0 | — |
| Non-US | 0.2% | 2 | +15643.2% |
| Holding company | 2.2% | 3 | -15.6% |
| Exempt adviser | 0.0% | 0 | -100.0% |
| Unknown | 16.5% | 16 | +101.5% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 2.9% | 6 | -4.7% |
| Systematic-like | 27.4% | 8 | +24.5% |
| Concentrated | 13.0% | 13 | +20.4% |
| Diversified active | 56.7% | 31 | -3.5% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 17.7% | 29 | +21.2% |
| Medium turnover | 42.0% | 11 | -13.8% |
| High turnover | 38.2% | 15 | +24.3% |
| Unknown | 2.1% | 3 | +272.6% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 10.2% | 9 | +48.8% |
| Medium horizon | 27.9% | 12 | -23.5% |
| Long horizon | 57.9% | 31 | +24.1% |
| Unknown | 3.9% | 6 | -14.8% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 40.8% | 16 | -10.4% |
| $1B to $10B | 18.3% | 19 | +23.1% |
| $10B to $100B | 21.1% | 10 | -0.6% |
| $100B or more | 19.7% | 13 | +52.5% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 22.5% | 17 | +17.6% |
| Pooled investment vehicles | 49.6% | 9 | -8.7% |
| Registered funds and BDCs | 3.0% | 2 | -8.8% |
| Pension and profit sharing plans | 0.0% | 1 | 0.0% |
| Governments and sovereign funds | 0.1% | 1 | 0.0% |
| Other investment advisers | 0.0% | 1 | new |
| Diversified | 2.0% | 3 | -41.1% |
| Unknown | 22.7% | 24 | +58.6% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 54.3% | 13 | -10.7% |
| Private equity funds | 0.0% | 1 | -87.8% |
| Other private funds | 2.6% | 2 | -18.5% |
| Private funds, type not stated | 0.5% | 1 | new |
| No private funds | 19.8% | 17 | +3.9% |
| Real estate funds | 0.0% | 0 | -100.0% |
| Unknown | 22.7% | 24 | +100.4% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 89.3% | 51 | +3.7% |
| Outside the US | 10.7% | 7 | +25.6% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-06-30 13F.
Conviction and Crowding
58 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 54.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shared Holders
Companies AVAL's active holders also own, quarter ended Jun 30, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | EC Ecopetrol S.A. | 6 |
| 2 | CIB Grupo Cibest S.A. | 4 |
| 3 | NRP Natural Resource Partners LP | 3 |
| 4 | DEO Diageo PLC | 3 |
| 5 | FCX Freeport-Mcmoran Inc | 5 |
| 6 | BTI British American Tobacco p.l.c. | 3 |
| 7 | RIO Rio Tinto PLC | 3 |
| 8 | APO Apollo Global Management, Inc. | 3 |
| 9 | PYPL PayPal Holdings, Inc. | 3 |
| 10 | UBER Uber Technologies, Inc | 6 |
Shareholder Targets
13F filers that own its peers but not AVAL, quarter ended Jun 30, 2026Found through its holder-overlap peers: EC, CIB, NRP, DEO, FCX, BTI, RIO, APO, PYPL, UBER, ET, MELI, ZTS, CCJ, BABA, NVO, SYY, SLB, NEM, ENB. 4,926 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like | $41,555,408,264 13 held | UBER, NEM, FCX |
| 2 | STATE STREET CORP Bank, Index-like | $28,826,905,237 18 held | UBER, NEM, SLB |
| 3 | Capital Research Global Investors Adviser, Diversified active | $22,845,112,141 11 held | UBER, MELI, APO |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $17,917,269,540 10 held | NEM, SLB, UBER |
| 5 | GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like | $16,117,251,732 11 held | UBER, NEM, FCX |
| 6 | FMR LLC Holding company, Diversified active | $14,987,653,943 18 held | APO, BTI, NEM |
| 7 | Capital World Investors Adviser, Diversified active | $11,353,001,019 11 held | MELI, SLB, APO |
| 8 | BANK OF AMERICA CORP /DE/ Bank, Diversified active | $10,979,407,430 20 held | FCX, UBER, PYPL |
| 9 | ROYAL BANK OF CANADA Bank, Diversified active | $10,880,099,267 20 held | ENB, CCJ, UBER |
| 10 | GOLDMAN SACHS GROUP INC Holding company, Index-like | $10,691,770,482 20 held | UBER, ET, RIO |
Fund Ownership of AVAL by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 0.00% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.00% | 0 |
| Index ETFs | 0.00% | 0 |
| Active ETFs | 0.01% | 72,614 |
| Active funds | 0.00% | 3,517 |
| Unclassified | 0.00% | 0 |
| All registered funds | 0.01% | 76,131 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Truffle Hound Capital, LLC Registered adviser | $5,030,000 | 21.10% | 1,000,000 | Shares | 2026-08-06 | |
| Large RENAISSANCE TECHNOLOGIES LLC Registered adviser | $4,351,815 | 18.25% | 865,172 | Shares | 2026-08-13 | |
| Mid Pekin Hardy Strauss, Inc. Registered adviser | $2,600,761 | 10.91% | 517,050 | Shares | 2026-07-30 | |
| Mid Banco BTG Pactual S.A. | $1,139,591 | 4.78% | 226,559 | Shares | 2026-08-07 | |
| Small Stokes Family Office, LLC Registered adviser | $1,056,918 | 4.43% | 210,123 | Shares | 2026-08-11 | |
| Mega JANE STREET GROUP, LLC | $948,853 | 3.98% | 188,639 | Shares | 2026-08-14 | |
| Mega UBS Group AG Bank | $735,998 | 3.09% | 146,322 | Shares | 2026-08-13 | |
| Small O'Brien Greene & Co. Inc Registered adviser | $628,750 | 2.64% | 125,000 | Shares | 2026-08-06 | |
| Mega MILLENNIUM MANAGEMENT LLC Registered adviser | $597,840 | 2.51% | 118,855 | Shares | 2026-08-14 | |
| Mega DIMENSIONAL FUND ADVISORS LP Registered adviser | $592,502 | 2.49% | 117,794 | Shares | 2026-08-11 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $516,968 | 2.17% | 102,777 | Shares | 2026-09-02 | |
| Mega AQR CAPITAL MANAGEMENT LLC Registered adviser | $408,400 | 1.71% | 81,193 | Shares | 2026-08-14 | |
| Mega BlackRock, Inc. Holding company | $396,972 | 1.66% | 78,921 | Shares | 2026-08-07 | |
| Small Kerrisdale Advisers, LLC Registered adviser | $377,250 | 1.58% | 75,000 | Shares | 2026-08-14 | |
| Small Triasima Portfolio Management inc. Registered adviser | $351,112 | 1.47% | 72,845 | Shares | 2026-10-15 | |
| Small Thompson David Blair | $347,070 | 1.46% | 69,000 | Shares | 2026-08-14 | |
| Micro Sage Investment Counsel LLC Registered adviser | $346,823 | 1.45% | 71,955 | Shares | 2026-10-26 | |
| Mid XTX Topco Ltd | $300,904 | 1.26% | 59,822 | Shares | 2026-08-14 | |
| Small First Affirmative Financial Network Registered adviser | $286,216 | 1.20% | 59,381 | Shares | 2026-10-21 | |
| Large HRT FINANCIAL LP | $279,678 | 1.17% | 55,602 | Shares | 2026-08-14 | |
| Mid GSA CAPITAL PARTNERS LLP Registered adviser | $236,606 | 0.99% | 47,039 | Shares | 2026-08-06 | |
| Mid BTG Pactual Asset Management US LLC Registered adviser | $179,646 | 0.75% | 35,715 | Shares | 2026-08-14 | |
| Mid Inspire Advisors, LLC Registered adviser | $172,292 | 0.72% | 34,253 | Shares | 2026-08-13 | |
| Mid Vise Technologies, Inc. | $129,421 | 0.54% | 25,730 | Shares | 2026-08-11 | |
| Small Stelac Advisory Services LLC | $126,378 | 0.53% | 25,125 | Shares | 2026-08-10 | |
| Mid Engineers Gate Manager LP | $120,443 | 0.51% | 23,945 | Shares | 2026-08-14 | |
| Small AXQ CAPITAL, LP Registered adviser | $119,809 | 0.50% | 23,819 | Shares | 2026-08-06 | |
| Mid Clear Harbor Asset Management, LLC Registered adviser | $106,615 | 0.45% | 21,196 | Shares | 2026-08-12 | |
| Small SmartHarvest Portfolios, LLC Registered adviser | $101,301 | 0.42% | 21,017 | Shares | 2026-10-26 | |
| Mid Inspire Investing, LLC Registered adviser | $100,174 | 0.42% | 20,783 | Shares | 2026-10-22 | |
| Mega JPMORGAN CHASE & CO Bank | $98,276 | 0.41% | 19,538 | Shares | 2026-08-12 | |
| Small SANDERS MORRIS HARRIS LLC Broker-dealer | $96,400 | 0.40% | 20,000 | Shares | 2026-10-14 | |
| Small NATURAL INVESTMENTS, LLC | $92,788 | 0.39% | 18,447 | Shares | 2026-07-31 | |
| Mid National Philanthropic Trust | $90,469 | 0.38% | 17,986 | Shares | 2026-08-14 | |
| Mid Virtu Financial LLC | $85,354 | 0.36% | 16,969 | Shares | 2026-08-13 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $79,861 | 0.33% | 15,877 | Shares | 2026-08-14 | |
| Mid TWO SIGMA SECURITIES, LLC | $79,735 | 0.33% | 15,852 | Shares | 2026-08-14 | |
| Small Plan A Wealth LLC Registered adviser | $76,782 | 0.32% | 15,930 | Shares | 2026-10-08 | |
| Mega MORGAN STANLEY Holding company | $73,788 | 0.31% | 14,670 | Shares | 2026-08-13 | |
| Large QRG CAPITAL MANAGEMENT, INC. Registered adviser | $67,688 | 0.28% | 13,457 | Shares | 2026-09-23 | |
| Large Connor, Clark & Lunn Investment Management Ltd. Registered adviser | $63,025 | 0.26% | 12,530 | Shares | 2026-08-13 | |
| Mega RAYMOND JAMES FINANCIAL INC | $62,034 | 0.26% | 12,333 | Shares | 2026-08-14 | |
| Large Walleye Capital LLC Registered adviser | $53,136 | 0.22% | 10,564 | Shares | 2026-08-03 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US | $34,621 | 0.15% | 6,883 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. Holding company | $28,951 | 0.12% | 5,756 | Shares | 2026-08-14 | |
| Large ASSETMARK, INC Registered adviser | $25,579 | 0.11% | 5,307 | Shares | 2026-10-21 | |
| Mega RHUMBLINE ADVISERS Registered adviser | $16,538 | 0.07% | 3,288 | Shares | 2026-08-12 | |
| Mid GAMMA Investing LLC Registered adviser | $9,958 | 0.04% | 2,066 | Shares | 2026-10-08 | |
| Mid Larson Financial Group LLC Registered adviser | $8,621 | 0.04% | 1,714 | Shares | 2026-08-14 | |
| Large Farther Finance Advisors, LLC Registered adviser | $4,121 | 0.02% | 855 | Shares | 2026-10-08 | |
| Small Bell Investment Advisors, Inc Registered adviser | $2,504 | 0.01% | 498 | Shares | 2026-08-07 | |
| Large Allworth Financial LP | $1,876 | 0.01% | 373 | Shares | 2026-08-11 | |
| Mid Tower Research Capital LLC (TRC) | $1,639 | 0.01% | 326 | Shares | 2026-08-11 | |
| Small Silver Grove Financial Group, Inc. Registered adviser | $784 | 0.00% | 156 | Shares | 2026-08-13 | |
| Mid SIGNATUREFD, LLC Registered adviser | $361 | 0.00% | 75 | Shares | 2026-10-23 | |
| Mid Parallel Advisors, LLC Registered adviser | $347 | 0.00% | 69 | Shares | 2026-08-05 | |
| Mid IMA Advisory Services, Inc. Registered adviser | $231 | 0.00% | 46 | Shares | 2026-08-10 | |
| Mid SBI Securities Co., Ltd. Non-US | $212 | 0.00% | 44 | Shares | 2026-10-22 | |
| Large NISA INVESTMENT ADVISORS, LLC Registered adviser | $154 | 0.00% | 32 | Shares | 2026-10-20 | |
| Small Caitong International Asset Management Co., Ltd | $55 | 0.00% | 11 | Shares | 2026-08-05 |