Value Line Inc (VALU) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,808,696Shares Outstanding

239,874Shares held by institutions

$8,952,098Value of institutional holdings

7.58%Institutional ownership %

6.03%Shares Changed QoQ

27No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Value Line Inc (NASDAQ:VALU) currently has 51 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Value Line saw its institutional ownership percentage fell to 5.5% in December 2025 from 5.7% in September 2025.
In percentage terms, this reflects as a holdings change of 0.51% quarter on quarter, and an increase of 2.00% year over year.
A review of institutional activity for Value Line shows 18 of 51 filers increasing their positions, while 19 reduced their stake, and 14 remained unchanged.
The aggregate institutional position in Value Line now stands at 515.95K shares as of December 2025, after investors increased their holdings (up by 2.63K shares quarter on quarter which is down 61.11K shares year over year).
As of December 31, 2025, Neuberger Berman Group LLC held Value Line's largest shareholding position with over 112.33K shares, representing 1.19% of total outstanding shares.
Among the most significant buyers of Value Line during December 2025 were OPPENHEIMER & CO INC (4.25K), MORGAN STANLEY (4.21K), BlackRock, Inc. (3.72K), Capital Investment Counsel, Inc (500), BARCLAYS PLC (415).
Leading sellers of Value Line stock in December 2025 included DIMENSIONAL FUND ADVISORS LP (6.37K), Neuberger Berman Group LLC (2.14K), RENAISSANCE TECHNOLOGIES LLC (900), STATE STREET CORP (407), JPMORGAN CHASE & CO (388).
The top 10 institutional holders of Value Line for the quarter ending December 2025 included 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. (16.10K).

51 Institutional Holders

239,874 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Neuberger Berman Group LLC	31 Dec, 2025	112,333	-2,140	-1.87%	$4,316,952.00
BlackRock, Inc.	31 Dec, 2025	83,850	3,719	4.64%	$3,222,356.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	56,883	-6,367	-10.07%	$2,186,013.00
GABELLI FUNDS LLC	31 Dec, 2025	46,308	0	0.00%	$1,779,616.00
Teton Advisors, LLC	31 Dec, 2025	29,958	0	0.00%	$1,151,286.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	27,018	370	1.39%	$1,038,296.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	24,647	36	0.15%	$947,269.00
OPPENHEIMER & CO INC	31 Dec, 2025	22,018	4,250	23.92%	$846,152.00
VANGUARD GROUP INC	31 Dec, 2025	16,509	99	0.60%	$634,442.00
North Star Investment Management Corp.	31 Dec, 2025	16,100	0	0.00%	$618,723.00
STATE STREET CORP	31 Dec, 2025	13,861	-407	-2.85%	$532,678.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	11,000	-900	-7.56%	$422,730.00
Capital Investment Counsel, Inc	31 Dec, 2025	9,774	500	5.39%	$375,615.00
STRS OHIO	31 Dec, 2025	9,200	0	0.00%	$353,556.00
NORTHERN TRUST CORP	31 Dec, 2025	8,770	-375	-4.10%	$337,030.00
Valmark Advisers, Inc.	31 Dec, 2025	6,500	0	0.00%	$249,795.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	5,898	0	0.00%	$226,660.00
MORGAN STANLEY	31 Dec, 2025	5,840	4,210	258.28%	$224,430.00
BARCLAYS PLC	31 Dec, 2025	1,547	415	36.66%	$59,452.00
RHUMBLINE ADVISERS	31 Dec, 2025	1,528	-141	-8.45%	$58,712.00

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