Value Line (VALU) Institutional Ownership $39.85 +0.10 (+0.26%) As of 02:26 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Value Line (NASDAQ:VALU)CurrentInstitutional OwnershipPercentage6.26%Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$1.84MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$1.61M Get VALU Insider Trade Alerts Want to know when executives and insiders are buying or selling Value Line stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VALU Institutional Buying and Selling by Quarter Value Line Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/13/2025 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% 2/19/2025 Auxier 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% Get the Latest News and Ratings for VALU and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Value Line and its competitors with MarketBeat's FREE daily newsletter. 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% 2/22/2024 Auxier 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% 1/30/2024Strs 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% 2/17/2023 Auxier Asset Management4,339$221K0.0%N/A0.046% 1/26/2023Strs 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% 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% 10/27/2022Strs Ohio8,829$387K0.0%-5.1%0.093% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 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% 7/25/2022Strs 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% 4/21/2022Strs Ohio10,200$683K0.0%+343.5%0.107% 3/1/2022 Auxier 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% 5/14/2021 Dimensional Fund Advisors LP148,366$4.18M0.0%-2.9%1.550% 5/13/2021 Renaissance Technologies LLC10,600$299K0.0%-19.7%0.111% 5/13/2021 Neuberger Berman Group LLC125,893$3.55M0.0%+5.6%1.315% 5/12/2021 Northern Trust Corp17,214$485K0.0%-9.1%0.180% 5/7/2021BlackRock Inc.109,256$3.08M0.0%+10.7%1.141% 3/8/2021 Dimensional Fund Advisors LP152,829$5.04M0.0%-3.6%1.594% (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, 18 institutional investors and hedge funds held shares of Value Line. The most heavily invested institutionals were Neuberger Berman Group LLC ($4.53M), Dimensional Fund Advisors LP ($4.36M), Teton Advisors Inc. ($1.65M), Royce & Associates LP ($1.08M), Geode Capital Management LLC ($1.05M), Oppenheimer & Co. Inc. ($818K), and Northern Trust Corp ($561K).Learn more on VALU's institutional investors. What percentage of Value Line stock is owned by institutional investors? 6.26% of Value Line stock is owned by institutional investors. Learn more on VALU's institutional investor holdings. Which institutional investors have been buying Value Line stock? Of the 12 institutional investors that purchased Value Line 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), SG Americas Securities LLC ($8.55K), Auxier Asset Management ($8.48K), Arrowstreet Capital Limited Partnership ($5.90K), Valmark Advisers Inc. ($5.50K), and Stratos Wealth Partners LTD. ($4.42K). How much institutional buying is happening at Value Line? Institutional investors have bought a total of 71,442 shares in the last 24 months. This purchase volume represents approximately $3.25M in transactions. Which Value Line major shareholders have been selling company stock? Of the 10 institutional investors that sold Value Line stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Neuberger Berman Group LLC ($31.77K), Dimensional Fund Advisors LP ($16.57K), Royce & Associates LP ($5.90K), SG Americas Securities LLC ($4.04K), Geode Capital Management LLC ($774.00), Oppenheimer & Co. Inc. ($645.00), and Denali Advisors LLC ($580.00). How much institutional selling is happening at Value Line? Institutional investors have sold a total of 61,672 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions. Related Companies Shutterstock Institutional Ownership Daily Journal Institutional Ownership Scholastic Institutional Ownership MarketWise Institutional Ownership Thomson Reuters Institutional Ownership Morningstar Institutional Ownership New York Times Institutional Ownership Bridge Investment Group Institutional Ownership Virtus Investment Partners Institutional Ownership Barings BDC Institutional Ownership This page (NASDAQ:VALU) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredTrump’s treachery Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredSilicon Valley Gold RushA new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Value Line, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Value Line With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Buy VALU Stock Free VALU Stock Alerts