Value Line Inc (VALU) Institutional Ownership

Ownership Summary

The institutional landscape for Value Line Inc (NASDAQ:VALU) includes 54 filers as of the latest reporting cycle ending September 2025.

• The collective stake of institutional investors in Value Line moved to 5.6% in September 2025, a shift up from the 5.6% reported for June 2025.
• In percentage terms, this reflects as a holdings change of 5.80% quarter on quarter, and an increase of 14.89% year over year.
• During the quarter, 24 institutions bought more Value Line shares, 13 sold shares, and 17 of the 54 total investors held their position steady.
• This class of investors increased its holdings in Value Line to 531.02K shares for the 13F-cycle ending September 2025, up by 29.11K shares quarter on quarter, and down 44.01K shares year over year.
• The top institutional stake in Value Line as of September 30, 2025 belongs to Neuberger Berman Group LLC, which owns 114.47K shares, or 1.22% of the company.
• Among the most significant buyers of Value Line during September 2025 were Teton Advisors, LLC (29.96K), MILLENNIUM MANAGEMENT LLC (8.55K), Neuberger Berman Group LLC (3.92K), STATE STREET CORP (450), State of Alaska, Department of Revenue (400).
• Leading sellers of Value Line stock in September 2025 included DIMENSIONAL FUND ADVISORS LP (8.05K), OPPENHEIMER & CO INC (3.88K), NORTHERN TRUST CORP (612), Capital Investment Counsel, Inc (600), BlackRock, Inc. (593).
• The top 10 institutional holders of Value Line for the quarter ending September 2025 included Neuberger Berman Group LLC (114.47K), BlackRock, Inc. (80.13K), DIMENSIONAL FUND ADVISORS LP (63.25K), GABELLI FUNDS LLC (46.31K), Teton Advisors, LLC (29.96K), WELLS FARGO & COMPANY/MN (26.65K), GEODE CAPITAL MANAGEMENT, LLC (24.61K), OPPENHEIMER & CO INC (17.77K), VANGUARD GROUP INC (16.41K), North Star Investment Management Corp. (16.10K).