Value Line Inc (VALU) Institutional Ownership

Ownership Summary

Value Line Inc (NASDAQ:VALU) showed up in the 13F filings of 51 institutional investors as of December 2025.

• These investors held 5.5% of outstanding shares in December 2025, down from 5.7% in September 2025.
• Their total shares held in VALU increased 0.2% quarter over quarter, and separately, investors owning Value Line increased 2.0% from a year ago.
• Activity in VALU broke down as 18 buyers, 19 sellers, and 14 unchanged among 51 total holders.
• The aggregate institutional position in Value Line amounted to 515.95K shares as of December 2025, up by 1.01K shares quarter on quarter, and down 66.86K shares year over year.
• Neuberger Berman Group LLC holds the largest position in VALU at 112.33K shares as of December 31, 2025, or 1.19% of shares outstanding.
• Leading buyers of Value Line shares for the quarter ending December 2025 were OPPENHEIMER & CO INC (4.25K), Morgan Stanley (4.21K), BlackRock, Inc. (3.72K), Capital Investment Counsel, Inc (500), Barclays Plc (415).
• Top sellers of VALU stock for the quarter ending December 2025 included DIMENSIONAL FUND ADVISORS LP (6.37K), Neuberger Berman Group LLC (2.14K), Jpmorgan Chase & Co (1.2K), RENAISSANCE TECHNOLOGIES LLC (900), Bank Of America Corp /De/ (896).
• Value Line's 10 largest shareholders as of December 2025 include Neuberger Berman Group LLC (112.33K), BlackRock, Inc. (83.85K), DIMENSIONAL FUND ADVISORS LP (56.88K), GABELLI FUNDS LLC (46.31K), Teton Advisors, LLC (29.96K), Wells Fargo & Company/Mn (27.02K), GEODE CAPITAL MANAGEMENT, LLC (24.65K), OPPENHEIMER & CO INC (22.02K), VANGUARD GROUP INC (16.51K), North Star Investment Management Corp. (16.1K) per Business Quant data.