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Value Line (VALU) Institutional Ownership

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$32.40 +0.12 (+0.37%)
Closing price 06/9/2026 04:00 PM Eastern
Extended Trading
$32.74 +0.34 (+1.05%)
As of 06/9/2026 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 Massive. 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)
$2.00M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.54M
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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
5/7/2026 Dimensional Fund Advisors LP54,461$1.92M0.0%-4.3%0.580%
2/16/2026 Barclays PLC1,547$59K0.0%+36.7%0.016%
2/13/2026 Neuberger Berman Group LLC112,333$4.32M0.0%-1.9%1.196%
2/13/2026 State Street Corp13,861$533K0.0%-2.9%0.148%
2/13/2026 Wells Fargo & Company MN27,018$1.04M0.0%+1.4%0.288%
2/12/2026 Renaissance Technologies LLC11,000$423K0.0%-7.6%0.117%
2/12/2026 Dimensional Fund Advisors LP56,883$2.19M0.0%-10.1%0.606%
2/2/2026 Oppenheimer & Co. Inc.22,018$846K0.0%+23.9%0.234%
1/23/2026 Capital Investment Counsel Inc9,774$376K0.0%+5.4%0.104%
11/17/2025 Susquehanna International Group LLP5,790$226K0.0%-5.8%0.062%
11/17/2025 Millennium Management LLC8,552$334K0.0%N/A0.091%
11/13/2025 Neuberger Berman Group LLC114,473$4.47M0.0%+3.5%1.217%
11/12/2025 Teton Advisors LLC29,958$1.17M0.7%N/A0.318%
11/12/2025 Dimensional Fund Advisors LP63,250$2.47M0.0%-11.3%0.672%
11/6/2025 Oppenheimer & Co. Inc.17,768$694K0.0%-17.9%0.189%
11/3/2025 Cloud Capital Management LLC3,299$128K0.1%N/A0.035%
10/31/2025 Capital Investment Counsel Inc9,274$362K0.0%-6.1%0.099%
8/25/2025 Neuberger Berman Group LLC110,550$4.33M0.0%-5.7%1.175%
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%
5/28/2025Strs Ohio9,200$356K0.0%N/A0.098%
5/13/2025Neuberger Berman Group LLC117,220$4.53M0.0%-5.0%1.245%
4/29/2025Cloud Capital Management LLC3,299$127K0.1%N/A0.035%
4/28/2025Capital Investment Counsel Inc10,774$417K0.1%-4.4%0.114%
4/23/2025Oppenheimer & Co. Inc.21,150$818K0.0%+284.5%0.225%
2/19/2025Auxier Asset Management4,239$224K0.0%N/A0.045%
2/14/2025Northern Trust Corp10,622$561K0.0%+19.5%0.113%
2/14/2025Dimensional Fund Advisors LP82,554$4.36M0.0%-10.2%0.876%
2/13/2025Teton Advisors Inc.31,300$1.65M0.8%-1.6%0.332%
2/13/2025Neuberger Berman Group LLC123,450$6.52M0.0%-4.0%1.311%
2/12/2025Arrowstreet Capital Limited Partnership5,898$311K0.0%N/A0.063%
2/12/2025JPMorgan Chase & Co.4,382$231K0.0%+180.4%0.047%
2/5/2025Oppenheimer & Co. Inc.5,500$290K0.0%-10.5%0.058%
12/26/2024JPMorgan Chase & Co.1,563$73K0.0%+144.2%0.017%
11/19/2024Barclays PLC1,150$53K0.0%+340.6%0.012%
11/16/2024Geode Capital Management LLC22,488$1.05M0.0%-3.3%0.239%
11/15/2024Barclays PLC1,150$53K0.0%+340.6%0.012%
11/6/2024Oppenheimer & Co. Inc.6,145$286K0.0%+9.7%0.065%
10/3/2024SG Americas Securities LLC4,510$210K0.0%-27.4%0.048%
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8/9/2024Dimensional Fund Advisors LP102,319$4.41M0.0%-6.6%1.086%
7/22/2024Capital Investment Counsel Inc11,274$486K0.1%+57.2%0.120%
7/12/2024SG Americas Securities LLC6,209$267K0.0%-27.4%0.066%
5/7/2024SG Americas Securities LLC8,548$346K0.0%N/A0.091%
2/22/2024Auxier Asset Management4,239$207K0.0%N/A0.045%
2/14/2024Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387%
2/9/2024Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387%
2/5/2024Capital Investment Counsel Inc7,174$350K0.1%N/A0.076%
2/2/2024Valmark Advisers Inc.5,500$268K0.0%N/A0.058%
1/30/2024Strs Ohio7,600$370K0.0%-5.0%0.081%
1/24/2024Stratos Wealth Partners LTD.4,417$215K0.0%N/A0.047%
10/20/2023Denali Advisors LLC800$35K0.0%-42.0%0.008%
8/7/2023Royce & Associates LP23,570$1.08M0.0%-20.0%0.250%
7/18/2023Denali Advisors LLC1,380$63K0.0%+72.5%0.015%
2/17/2023Auxier Asset Management4,339$221K0.0%N/A0.046%
1/26/2023Strs Ohio8,000$407K0.0%-9.4%0.085%
11/14/2022Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336%
11/14/2022Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489%
11/10/2022Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489%
11/10/2022Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336%
11/3/2022Royce & Associates LP32,832$1.44M0.0%-32.6%0.347%
10/27/2022Strs Ohio8,829$387K0.0%-5.1%0.093%
10/26/2022Allspring Global Investments Holdings LLC609$26K0.0%N/A0.006%
8/13/2022Teton Advisors Inc.32,000$2.11M0.4%-0.6%0.338%
8/9/2022Lazard Asset Management LLC382$25K0.0%N/A0.004%
8/5/2022State Board of Administration of Florida Retirement System3,760$248K0.0%N/A0.040%
8/4/2022Royce & Associates LP48,706$3.22M0.0%-27.4%0.514%
7/26/2022Dupont Capital Management Corp2,477$164K0.0%N/A0.026%
7/25/2022Strs Ohio9,300$614K0.0%-8.8%0.098%
7/20/2022Denali Advisors LLC800$53K0.0%N/A0.008%
7/19/2022North Star Investment Management Corp.16,100$1.06M0.1%-22.2%0.169%
7/18/2022Denali Advisors LLC800$53K0.0%N/A0.008%
5/5/2022Royce & Associates LP67,074$4.49M0.0%-10.1%0.705%
4/27/2022Dorsey Wright & Associates897$60K0.0%N/A0.009%
4/21/2022Strs Ohio10,200$683K0.0%+343.5%0.107%
3/1/2022Auxier Asset Management4,339$203K0.0%N/A0.045%


VALU Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Value Line. The most heavily invested institutionals were Neuberger Berman Group LLC ($4.32M), Dimensional Fund Advisors LP ($1.92M), Teton Advisors Inc. ($1.65M), Teton Advisors LLC ($1.17M), Wells Fargo & Company MN ($1.04M), Geode Capital Management LLC ($957K), and Oppenheimer & Co. Inc. ($846K).Learn more on Value Line's institutional investors.

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

Of the 13 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: Teton Advisors LLC ($29.96K), Oppenheimer & Co. Inc. ($20.45K), Strs Ohio ($9.20K), Millennium Management LLC ($8.55K), Cloud Capital Management LLC ($6.60K), Arrowstreet Capital Limited Partnership ($5.90K), and Capital Investment Counsel Inc ($4.60K).

Institutional investors have bought a total of 51,267 shares in the last 24 months. This purchase volume represents approximately $2.00M in transactions.

The following institutional investors have sold Value Line stock in the last 24 months: Dimensional Fund Advisors LP ($16.84K), Neuberger Berman Group LLC ($15.48K), Oppenheimer & Co. Inc. ($3.88K), Capital Investment Counsel Inc ($1.50K), Renaissance Technologies LLC ($900.00), State Street Corp ($407.00), and Geode Capital Management LLC ($392.00).

Institutional investors have sold a total of 39,753 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.



This page (NASDAQ:VALU) was last updated on 6/10/2026 by MarketBeat.com Staff.
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