Value Line Ownership | Who Owns Value Line?

Value Line Ownership Summary

Value Line is owned by 5.31% institutional investors, 91.81% insiders, and 2.89% 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 0.37% of its assets in Value Line shares.

VALU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Value Line	5.31%	91.81%	2.89%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Financial Data & Stock Exchanges Stocks	42.82%	15.06%	42.12%

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	83.85K	0.89%	$3.22M
Blackrock	78.64K	0.83%	$3.39M
Dimensional fund advisors lp	56.88K	0.60%	$2.19M
Gabelli funds	46.31K	0.49%	$1.78M
Teton advisors	31.30K	0.33%	$1.23M
Wells fargo & company/mn	27.02K	0.29%	$1.04M
Geode capital management	24.65K	0.26%	$947.27K
Oppenheimer	22.02K	0.23%	$846.15K
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	9.77K	0.04%	$375.62K
North star investment management	16.10K	0.04%	$618.72K
Oppenheimer	22.02K	0.01%	$846.15K
Gabelli funds	46.31K	0.01%	$1.78M
Neuberger berman group	114.47K	0.00%	$4.47M
Valmark advisers	6.50K	0.00%	$249.79K
Strs ohio	9.20K	0.00%	$353.56K
Renaissance	11.00K	0.00%	$422.73K
Nbt bank n a /ny	280.00	0.00%	$10.76K

Top Buyers

Holder	Shares	% Assets	Change
Oppenheimer	22.02K	0.01%	4.25K
Morgan stanley	5.84K	-	4.21K
Neuberger berman group	114.47K	0.00%	3.92K
Blackrock funding, inc. /de	83.85K	0.00%	3.72K
Capital investment counsel	9.77K	0.04%	500.00

Top Sellers

Holder	Shares	% Assets	Change
Royce & associates lp	-	-	-18.57K
Dimensional fund advisors lp	56.88K	0.00%	-6.37K
Sg americas securities	-	-	-4.51K
Auxier asset management	-	-	-4.24K
Cloud capital management	-	-	-3.30K

New Positions

Holder	Shares	% Assets	Change	Value
Ubs asset management americas	15.00	-	15.00	$576.00
Optiver b.v.	12.00	-	12.00	$469.00
Allworth financial lp	1.00	-	1.00	$39.00

Sold Out

Holder	Change
Capital performance advisors llp	-3.00
Covestor	-12.00
Deutsche bank ag\	-25.00
Srs capital advisors	-65.00
Newsquare capital	-83.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	45	-4.26%	549,905	-4.37%	5	15.67%	16	-30.43%	11	10.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Gabelli Small Cap Growth AAA	34.31K	0.37%	-9.00
TETON Westwood Mighty Mites AAA	29.96K	0.32%	-1.35K
iShares Russell 2000 ETF	20.14K	0.21%	-4.32K
DFA US Small Cap I	18.87K	0.20%	-
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%	-
DFA US Micro Cap I	9.82K	0.10%	-2.81K
Gabelli Asset AAA	9.00K	0.10%	-2.00
Fidelity Small Cap Index	8.62K	0.09%	-10.00

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

Who Owns Value Line?

Value Line shareholders are primarily institutional investors at 5.31%, followed by 91.81% insiders and 2.88% retail investors. The average institutional ownership in Value Line's industry, Financial Data & Stock Exchanges Stocks, is 42.82%, which Value Line falls below.

Who owns the most shares of Value Line?

Value Line’s largest shareholders are Neuberger berman group (114.47K shares, 1.22%), Blackrock funding, inc. /de (83.85K shares, 0.89%), and Blackrock (78.64K shares, 0.83%). Together, they hold 2.94% of Value Line’s total shares outstanding.

Does Blackrock own Value Line?

Yes, BlackRock owns 0.83% of Value Line, totaling 78.64K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 3.39M$. In the last quarter, BlackRock decreased its holdings by -1.746K shares, a -2.17% change.

Who is Value Line’s biggest shareholder by percentage of total assets invested?

Teton advisors is Value Line’s biggest shareholder by percentage of total assets invested, with 0.75% of its assets in 31.3K Value Line shares, valued at 1.23M$.

Who is the top mutual fund holder of Value Line shares?

Gabelli Small Cap Growth AAA is the top mutual fund holder of Value Line shares, with 0.37% of its total shares outstanding invested in 34.31K Value Line shares.

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