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Value Line (VALU) Institutional Ownership

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$38.31 -0.19 (-0.49%)
Closing price 08/15/2025 04:00 PM Eastern
Extended Trading
$38.22 -0.09 (-0.22%)
As of 08/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Value Line (NASDAQ:VALU)

Current
Institutional Ownership
Percentage
6.26%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.02M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.51M
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VALU Institutional Buying and Selling by Quarter

Value Line Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 Neuberger Berman Group LLC110,550$4.33M0.0%-5.7%1.175%
8/8/2025 Capital Investment Counsel Inc9,874$387K0.1%-8.4%0.105%
8/8/2025 Geode Capital Management LLC24,437$957K0.0%-1.6%0.260%
5/28/2025 Strs Ohio9,200$356K0.0%N/A0.098%
5/13/2025 Neuberger Berman Group LLC117,220$4.53M0.0%-5.0%1.245%
4/29/2025 Cloud Capital Management LLC3,299$127K0.1%N/A0.035%
4/28/2025 Capital Investment Counsel Inc10,774$417K0.1%-4.4%0.114%
4/23/2025 Oppenheimer & Co. Inc.21,150$818K0.0%+284.5%0.225%
2/19/2025Auxier Asset Management4,239$224K0.0%N/A0.045%
2/14/2025 Northern Trust Corp10,622$561K0.0%+19.5%0.113%
2/14/2025 Dimensional Fund Advisors LP82,554$4.36M0.0%-10.2%0.876%
2/13/2025 Teton Advisors Inc.31,300$1.65M0.8%-1.6%0.332%
2/13/2025 Neuberger Berman Group LLC123,450$6.52M0.0%-4.0%1.311%
2/12/2025 Arrowstreet Capital Limited Partnership5,898$311K0.0%N/A0.063%
2/12/2025 JPMorgan Chase & Co.4,382$231K0.0%+180.4%0.047%
2/5/2025 Oppenheimer & Co. Inc.5,500$290K0.0%-10.5%0.058%
12/26/2024 JPMorgan Chase & Co.1,563$73K0.0%+144.2%0.017%
11/19/2024 Barclays PLC1,150$53K0.0%+340.6%0.012%
11/16/2024 Geode Capital Management LLC22,488$1.05M0.0%-3.3%0.239%
11/15/2024 Barclays PLC1,150$53K0.0%+340.6%0.012%
11/6/2024 Oppenheimer & Co. Inc.6,145$286K0.0%+9.7%0.065%
10/3/2024 SG Americas Securities LLC4,510$210K0.0%-27.4%0.048%
8/9/2024 Dimensional Fund Advisors LP102,319$4.41M0.0%-6.6%1.086%
7/22/2024 Capital Investment Counsel Inc11,274$486K0.1%+57.2%0.120%
7/12/2024 SG Americas Securities LLC6,209$267K0.0%-27.4%0.066%
5/7/2024 SG Americas Securities LLC8,548$346K0.0%N/A0.091%
2/22/2024Auxier Asset Management4,239$207K0.0%N/A0.045%
2/14/2024 Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387%
2/9/2024 Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387%
2/5/2024 Capital Investment Counsel Inc7,174$350K0.1%N/A0.076%
2/2/2024 Valmark Advisers Inc.5,500$268K0.0%N/A0.058%
1/30/2024 Strs Ohio7,600$370K0.0%-5.0%0.081%
1/24/2024 Stratos Wealth Partners LTD.4,417$215K0.0%N/A0.047%
10/20/2023 Denali Advisors LLC800$35K0.0%-42.0%0.008%
8/7/2023 Royce & Associates LP23,570$1.08M0.0%-20.0%0.250%
7/18/2023 Denali Advisors LLC1,380$63K0.0%+72.5%0.015%
2/17/2023Auxier Asset Management4,339$221K0.0%N/A0.046%
1/26/2023 Strs Ohio8,000$407K0.0%-9.4%0.085%
11/14/2022 Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336%
11/14/2022 Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489%
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11/10/2022 Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489%
11/10/2022 Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336%
11/3/2022 Royce & Associates LP32,832$1.44M0.0%-32.6%0.347%
10/27/2022 Strs Ohio8,829$387K0.0%-5.1%0.093%
10/26/2022 Allspring Global Investments Holdings LLC609$26K0.0%N/A0.006%
8/13/2022 Teton Advisors Inc.32,000$2.11M0.4%-0.6%0.338%
8/9/2022 Lazard Asset Management LLC382$25K0.0%N/A0.004%
8/5/2022 State Board of Administration of Florida Retirement System3,760$248K0.0%N/A0.040%
8/4/2022 Royce & Associates LP48,706$3.22M0.0%-27.4%0.514%
7/26/2022 Dupont Capital Management Corp2,477$164K0.0%N/A0.026%
7/25/2022 Strs Ohio9,300$614K0.0%-8.8%0.098%
7/20/2022 Denali Advisors LLC800$53K0.0%N/A0.008%
7/19/2022 North Star Investment Management Corp.16,100$1.06M0.1%-22.2%0.169%
7/18/2022 Denali Advisors LLC800$53K0.0%N/A0.008%
5/5/2022 Royce & Associates LP67,074$4.49M0.0%-10.1%0.705%
4/27/2022 Dorsey Wright & Associates897$60K0.0%N/A0.009%
4/21/2022 Strs Ohio10,200$683K0.0%+343.5%0.107%
3/1/2022Auxier Asset Management4,339$203K0.0%N/A0.045%
2/11/2022 Teton Advisors Inc.32,200$1.51M0.2%-1.8%0.338%
2/9/2022 Dimensional Fund Advisors LP129,839$6.08M0.0%-8.8%1.361%
2/8/2022 Northern Trust Corp11,779$552K0.0%-4.3%0.123%
1/28/2022 Allspring Global Investments Holdings LLC2,125$99K0.0%N/A0.022%
1/21/2022 Denali Advisors LLC600$28K0.0%N/A0.006%
11/15/2021 Dimensional Fund Advisors LP142,324$4.88M0.0%-2.8%1.489%
11/15/2021 Neuberger Berman Group LLC155,607$5.33M0.0%+4.7%1.628%
11/12/2021 Renaissance Technologies LLC11,120$381K0.0%+4.9%0.116%
11/9/2021BlackRock Inc.93,545$3.20M0.0%-6.6%0.979%
11/2/2021 New York State Common Retirement Fund1,374$47K0.0%-53.8%0.014%
8/16/2021 State Street Corp16,455$510K0.0%+64.0%0.172%
8/13/2021 Northern Trust Corp14,996$464K0.0%-12.9%0.157%
8/13/2021 Neuberger Berman Group LLC148,578$4.61M0.0%+18.0%1.554%
8/13/2021 Vanguard Group Inc.11,592$360K0.0%-25.6%0.121%
8/12/2021 Dimensional Fund Advisors LP146,461$4.54M0.0%-1.3%1.532%
8/12/2021 JPMorgan Chase & Co.1,248$39K0.0%-55.6%0.013%
8/11/2021BlackRock Inc.100,171$3.11M0.0%-8.3%1.048%
8/6/2021 Bessemer Group Inc.4,485$139K0.0%N/A0.047%
(Data available from 1/1/2016 forward)

VALU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VALU shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Value Line. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.36M), Neuberger Berman Group LLC ($4.33M), Teton Advisors Inc. ($1.65M), Geode Capital Management LLC ($957K), Oppenheimer & Co. Inc. ($818K), Northern Trust Corp ($561K), and Capital Investment Counsel Inc ($387K).Learn more on Value Line's institutional investors.

What percentage of Value Line's stock is owned by institutional investors?

6.26% of Value Line's stock is owned by institutional investors. Learn more on VALU's institutional investor holdings.

Which institutional investors have been buying Value Line's stock?

Of the 12 institutional investors that purchased Value Line's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Oppenheimer & Co. Inc. ($16.20K), Capital Investment Counsel Inc ($11.27K), Strs Ohio ($9.20K), SG Americas Securities LLC ($8.55K), Auxier Asset Management ($8.48K), Arrowstreet Capital Limited Partnership ($5.90K), and Valmark Advisers Inc. ($5.50K).

How much institutional buying is happening at Value Line?

Institutional investors have bought a total of 46,084 shares in the last 24 months. This purchase volume represents approximately $2.02M in transactions.

Which of Value Line's major shareholders have been selling company stock?

The following institutional investors have sold Value Line stock in the last 24 months: Neuberger Berman Group LLC ($18.05K), Dimensional Fund Advisors LP ($9.39K), SG Americas Securities LLC ($1.70K), Capital Investment Counsel Inc ($1.40K), Geode Capital Management LLC ($1.17K), Oppenheimer & Co. Inc. ($645.00), and Teton Advisors Inc. ($500.00).

How much institutional selling is happening at Value Line?

Institutional investors have sold a total of 32,841 shares in the last 24 months. This volume of shares sold represents approximately $1.51M in transactions.



This page (NASDAQ:VALU) was last updated on 8/16/2025 by MarketBeat.com Staff
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