Value Line Ownership | Who Owns Value Line?
Value Line Ownership Summary
Value Line is owned by 5.63% institutional investors, 91.79% 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 | 5.63% | 91.79% | 2.58% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Financial Data & Stock Exchanges Stocks | 76.20% | 16.16% | 7.64% |
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 | 80.72K | 0.86% | $3.16M |
| Blackrock | 78.64K | 0.83% | $3.39M |
| Gabelli funds | 46.31K | 0.49% | $1.81M |
| Wells fargo & company/mn | 32.53K | 0.35% | $1.72M |
| Teton advisors | 31.30K | 0.33% | $1.23M |
| 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 | 0.75% | $1.23M |
| North star investment management | 16.10K | 0.06% | $850.08K |
| Capital investment counsel | 9.87K | 0.05% | $386.57K |
| Gabelli funds | 46.31K | 0.01% | $1.81M |
| Neuberger berman group | 123.45K | 0.01% | $6.52M |
| Oppenheimer | 5.50K | 0.00% | $290.40K |
| Valmark advisers | 6.50K | 0.00% | $254.47K |
| Strs ohio | 7.20K | 0.00% | $310.10K |
| Dimensional fund advisors lp | 82.55K | 0.00% | $4.36M |
| Renaissance | 10.70K | 0.00% | $564.96K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 4.38K | - | 2.82K |
| Bank of america corp /de/ | 926.00 | - | 268.00 |
| Renaissance | 10.70K | 0.00% | 200.00 |
| State street | 13.82K | - | 200.00 |
| Geode capital management | 22.64K | 0.00% | 152.00 |
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 |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Covestor | -18.00 |
| Advisor group | -20.00 |
| Deutsche bank ag\ | -25.00 |
| Newsquare capital | -83.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 39 | -4.88% | 576,755 | -1.43% | 6 | 15.88% | 11 | - | 15 | -6.25% |
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% | - |
| DFA US Micro Cap I | 21.20K | 0.23% | -784.00 |
| DFA US Small Cap I | 19.73K | 0.21% | - |
| iShares Russell 2000 ETF | 19.58K | 0.21% | -420.00 |
| 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% | - |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools