Value Line Ownership | Who Owns Value Line?
Value Line Ownership Summary
Value Line is owned by 5.64% institutional investors, 91.81% insiders, and 2.55% retail investors. Neuberger berman group is the largest institutional shareholder, holding 1.22% of VALU shares. Gabelli Small Cap Growth AAA is the top mutual fund, with 0.36% of its assets in Value Line shares.
VALU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Value Line | 5.64% | 91.81% | 2.55% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Financial Data & Stock Exchanges Stocks | 53.77% | 16.18% | 30.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Neuberger berman group | 114.47K | 1.22% | $4.47M |
| Blackrock funding, inc. /de | 80.13K | 0.85% | $3.13M |
| Blackrock | 78.64K | 0.83% | $3.39M |
| Dimensional fund advisors lp | 63.25K | 0.67% | $2.47M |
| Gabelli funds | 46.31K | 0.49% | $1.81M |
| Teton advisors | 31.30K | 0.33% | $1.23M |
| Wells fargo & company/mn | 26.65K | 0.28% | $1.04M |
| Geode capital management | 24.61K | 0.26% | $961.89K |
| Oppenheimer | 17.77K | 0.19% | $694.37K |
| Vanguard group | 16.41K | 0.17% | $641.30K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 31.30K | 0.75% | $1.23M |
| Cloud capital management | 3.30K | 0.07% | $128.00K |
| Capital investment counsel | 9.27K | 0.04% | $362.43K |
| North star investment management | 16.10K | 0.04% | $629.19K |
| Gabelli funds | 46.31K | 0.01% | $1.81M |
| Oppenheimer | 17.77K | 0.01% | $694.37K |
| Valmark advisers | 6.50K | 0.00% | $254.02K |
| Neuberger berman group | 114.47K | 0.00% | $4.47M |
| Strs ohio | 9.20K | 0.00% | $359.54K |
| Nbt bank n a /ny | 280.00 | 0.00% | $10.94K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 114.47K | 0.00% | 3.92K |
| Cloud capital management | 3.30K | 0.07% | 3.30K |
| State street | 14.27K | - | 450.00 |
| State of alaska, department of revenue | 400.00 | 0.00% | 400.00 |
| Russell investments group | 317.00 | - | 314.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | - | - | -18.57K |
| Dimensional fund advisors lp | 63.25K | 0.00% | -8.05K |
| Sg americas securities | - | - | -4.51K |
| Auxier asset management | - | - | -4.24K |
| Oppenheimer | 17.77K | 0.01% | -3.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| State of alaska, department of revenue | 400.00 | 0.00% | 400.00 | $15.00K |
| Srs capital advisors | 65.00 | - | 65.00 | $2.54K |
| Optiver b.v. | 12.00 | - | 12.00 | $469.00 |
| Rothschild investment | 1.00 | - | 1.00 | $39.00 |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Deutsche bank ag\ | -25.00 |
| Newsquare capital | -83.00 |
| Us bancorp \de\ | -125.00 |
| Corebridge financial | -390.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 53 | 17.78% | 531,020 | 0.58% | 5 | 17.95% | 27 | 80.00% | 12 | 9.09% |
| Jun 30, 2025 | 47 | -4.08% | 529,900 | -2.43% | 5 | 16.92% | 15 | - | 12 | -20.00% |
| Mar 31, 2025 | 48 | - | 533,884 | -5.98% | 5 | 15.59% | 15 | -21.05% | 15 | 36.36% |
| Dec 31, 2024 | 45 | -4.26% | 549,905 | -4.37% | 5 | 15.67% | 16 | -30.43% | 11 | 10.00% |
| Sep 30, 2024 | 47 | 17.50% | 575,031 | -0.30% | 6 | 16.28% | 23 | 109.09% | 10 | -37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Small Cap Growth AAA | 34.32K | 0.36% | 9.00 |
| TETON Westwood Mighty Mites AAA | 31.31K | 0.33% | 8.00 |
| iShares Russell 2000 ETF | 20.07K | 0.21% | - |
| DFA US Micro Cap I | 19.57K | 0.21% | -1.64K |
| DFA US Small Cap I | 19.52K | 0.21% | -204.00 |
| Royce Micro Cap Trust | 18.57K | 0.20% | - |
| North Star Dividend I | 16.10K | 0.17% | - |
| DFA US Core Equity 2 I | 11.06K | 0.12% | - |
| Gabelli Asset AAA | 9.00K | 0.10% | 2.00 |
| Fidelity Small Cap Index | 8.66K | 0.09% | -22.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2022 | MUENZER GLENN J. | Sell | $9.52K | |
| May 16, 2022 | ANASTASIO STEPHEN | Vice President and Treasurer | Sell | $43.80K |
| Aug 19, 2020 | FIORE ALFRED R | - | Buy | $1.18K |
| Aug 04, 2020 | FIORE ALFRED R | - | Buy | $73.50 |
| Aug 05, 2020 | FIORE ALFRED R | - | Buy | $24.25 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2022 Q3 | - | 1 |
| 2022 Q2 | 1 | - |
| 2020 Q3 | 5 | - |
| 2020 Q2 | 1 | - |
| 2019 Q4 | 1 | - |
VALU Ownership FAQ
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