Value Line Ownership | Who Owns Value Line?
Value Line Ownership Summary
Value Line is owned by 5.42% institutional investors, 92.01% insiders, and 2.57% retail investors. Neuberger berman group is the largest institutional shareholder, holding 1.24% of VALU shares. Gabelli Small Cap Growth AAA is the top mutual fund, with 0.37% of its assets in Value Line shares.
VALU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Value Line | 5.42% | 92.01% | 2.57% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Financial Data & Stock Exchanges Stocks | 52.52% | 15.29% | 32.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Neuberger berman group | 116.72K | 1.24% | $4.12M |
| Blackrock funding, inc. /de | 83.51K | 0.89% | $2.95M |
| Blackrock | 78.64K | 0.83% | $3.39M |
| Dimensional fund advisors lp | 54.46K | 0.58% | $1.92M |
| Gabelli funds | 46.31K | 0.49% | $1.63M |
| Teton advisors | 31.30K | 0.33% | $1.23M |
| Wells fargo & company/mn | 26.44K | 0.28% | $933.09K |
| Geode capital management | 24.14K | 0.26% | $852.09K |
| Oppenheimer | 22.02K | 0.23% | $777.01K |
| Vanguard group | 16.51K | 0.18% | $634.44K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 31.30K | 0.75% | $1.23M |
| Capital investment counsel | 9.47K | 0.04% | $334.34K |
| North star investment management | 16.10K | 0.03% | $568.17K |
| Gabelli funds | 46.31K | 0.01% | $1.63M |
| Oppenheimer | 22.02K | 0.01% | $777.01K |
| Neuberger berman group | 116.72K | 0.00% | $4.12M |
| Valmark advisers | 6.50K | 0.00% | $229.38K |
| Strs ohio | 9.20K | 0.00% | $324.67K |
| Eversource wealth advisors | 73.00 | 0.00% | $32.60K |
| Covestor | 15.00 | 0.00% | $1.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 116.72K | 0.00% | 4.39K |
| Vanguard fiduciary trust | 4.04K | - | 4.04K |
| Vanguard global advisers | 504.00 | - | 504.00 |
| Tower research capital llc (trc) | 566.00 | 0.00% | 297.00 |
| Bank of america corp /de/ | 926.00 | - | 268.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | - | - | -18.57K |
| Morgan stanley | 1.24K | - | -4.60K |
| Sg americas securities | - | - | -4.51K |
| Auxier asset management | - | - | -4.24K |
| Cloud capital management | - | - | -3.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 4.04K | - | 4.04K | $142.61K |
| Vanguard global advisers | 504.00 | - | 504.00 | $17.79K |
| Jones financial companies lllp | 28.00 | - | 28.00 | $979.00 |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Harbour investments | -21.00 |
| Amalgamated bank | -25.00 |
| Deutsche bank ag\ | -25.00 |
| Srs capital advisors | -65.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 52 | 1.96% | 509,112 | -1.32% | 5 | 18.02% | 15 | -16.67% | 19 | - |
| Dec 31, 2025 | 42 | -22.22% | 499,352 | -5.96% | 5 | 16.68% | 17 | -39.29% | 13 | 8.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Small Cap Growth AAA | 34.31K | 0.37% | - |
| TETON Westwood Mighty Mites AAA | 29.96K | 0.32% | - |
| iShares Russell 2000 ETF | 19.79K | 0.21% | 188.00 |
| Royce Micro Cap Trust | 18.57K | 0.20% | - |
| DFA US Small Cap I | 17.81K | 0.19% | -385.00 |
| North Star Dividend I | 16.10K | 0.17% | - |
| DFA US Core Equity 2 I | 10.78K | 0.11% | -282.00 |
| Gabelli Asset AAA | 9.00K | 0.10% | - |
| DFA US Micro Cap I | 8.74K | 0.09% | - |
| Fidelity Small Cap Index | 8.54K | 0.09% | -35.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2026 | BRECHER HOWARD A | Chairman and CEO | Buy | $6.78K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2022 Q3 | - | 1 |
| 2022 Q2 | 1 | - |
| 2020 Q3 | 5 | - |
| 2020 Q2 | 1 | - |
VALU Ownership FAQ
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