Value Line Ownership | Who Owns Value Line?
Value Line Ownership Summary
Value Line is owned by 5.67% institutional investors, 91.75% insiders, and 2.58% retail investors. Neuberger berman group is the largest institutional shareholder, holding 1.31% 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 | 5.67% | 91.75% | 2.58% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Financial Data & Stock Exchanges Stocks | 30.05% | 15.95% | 54.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Neuberger berman group | 123.45K | 1.31% | $6.52M |
| Dimensional fund advisors lp | 82.55K | 0.88% | $4.36M |
| Blackrock funding, inc. /de | 81.64K | 0.87% | $4.31M |
| Blackrock | 78.64K | 0.83% | $3.39M |
| Gabelli funds | 46.31K | 0.49% | $2.45M |
| Wells fargo & company/mn | 32.53K | 0.35% | $1.72M |
| Teton advisors | 31.30K | 0.33% | $1.65M |
| Geode capital management | 22.64K | 0.24% | $1.20M |
| Vanguard group | 16.80K | 0.18% | $887.09K |
| North star investment management | 16.10K | 0.17% | $850.08K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 31.30K | 0.85% | $1.65M |
| Capital investment counsel | 11.27K | 0.09% | $595.27K |
| North star investment management | 16.10K | 0.06% | $850.08K |
| Gabelli funds | 46.31K | 0.02% | $2.45M |
| Valmark advisers | 6.50K | 0.01% | $343.20K |
| Neuberger berman group | 123.45K | 0.01% | $6.52M |
| Oppenheimer | 5.50K | 0.00% | $290.40K |
| Strs ohio | 7.20K | 0.00% | $310.10K |
| Nbt bank n a /ny | 280.00 | 0.00% | $14.78K |
| Dimensional fund advisors lp | 82.55K | 0.00% | $4.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 5.90K | 0.00% | 5.90K |
| Jpmorgan chase | 4.38K | - | 2.82K |
| Blackrock funding, inc. /de | 81.64K | 0.00% | 1.01K |
| Bank of america corp /de/ | 926.00 | - | 268.00 |
| State street | 13.82K | - | 200.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | - | - | -18.57K |
| Dimensional fund advisors lp | 82.55K | 0.00% | -9.38K |
| Neuberger berman group | 123.45K | 0.01% | -5.15K |
| Sg americas securities | - | - | -4.51K |
| Auxier asset management | - | - | -4.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 5.90K | 0.00% | 5.90K | $311.41K |
| Covestor | 18.00 | 0.00% | 18.00 | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Advisor group | -20.00 |
| Deutsche bank ag\ | -25.00 |
| Us bancorp \de\ | -125.00 |
| American group | -416.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 39 | -4.88% | 576,755 | -1.43% | 6 | 15.88% | 11 | - | 15 | -6.25% |
| Mar 31, 2024 | 41 | - | 585,101 | -0.71% | 6 | 15.88% | 11 | -45.00% | 16 | 60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Small Cap Growth AAA | 34.31K | 0.36% | - |
| TETON Westwood Mighty Mites AAA | 31.30K | 0.33% | -500.00 |
| DFA US Micro Cap I | 27.67K | 0.29% | -1.40K |
| iShares Russell 2000 ETF | 21.98K | 0.23% | 12.00 |
| DFA US Small Cap I | 19.73K | 0.21% | - |
| 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% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 10.72K | 0.11% | - |
| Gabelli Asset AAA | 9.00K | 0.10% | - |
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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