Who Owns Value Line, Inc. (VALU)?Hedge Fund & Institutional Holders

$35.99-0.97 (-2.62%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.0000002000000096e+110T

% of Float Held

1.4237883353825077e+151%

QoQ Change in Holders

+14 / -3

Price History

$34.05$39.62$45.19$50.75$56.32Sep 24Jun 25Mar 26

VALU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OPPENHEIMER & CO INCNew Position+22K+$846.0M
North Star Investment Management Corp.New Position+16K+$618.0M
STRS OHIONew Position+9K+$353.0M
Valmark Advisers, Inc.New Position+7K+$249.0M
NBT BANK N A /NYNew Position+280+$10.0M
NISA INVESTMENT ADVISORS, LLCNew Position+273+$10.0M
Capital Investment Counsel, IncNew Position+10K+$375K
State of Alaska, Department of RevenueNew Position+400+$15K
CWM, LLCNew Position+114+$4K
HARBOR CAPITAL ADVISORS, INC.New Position+45+$2K
GEODE CAPITAL MANAGEMENT, LLCIncreased+36+$0
Allworth Financial LPNew Position+1+$0
SBI Securities Co., Ltd.New Position+1+$0
Covestor LtdNew Position+12+$0
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+1K+$0

VALU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Neuberger Berman Group LLCDecreased-2K-$473.6M
DIMENSIONAL FUND ADVISORS LPDecreased-6K-$471.8M
RENAISSANCE TECHNOLOGIES LLCDecreased-900-$465.1M
NORTHERN TRUST CORPDecreased-375-$357.4M
MILLENNIUM MANAGEMENT LLCClosed Position-9K-$334.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-6K-$226.3M
RHUMBLINE ADVISERSDecreased-141-$65.2M
JPMORGAN CHASE & CODecreased-388-$31.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-100-$18.1M
Tower Research Capital LLC (TRC)Decreased-7-$10.8M
ROYAL BANK OF CANADADecreased-58-$10.0M
UBS Group AGDecreased-202-$8.6M
HARBOUR INVESTMENTS, INC.Decreased-105-$4.9M
Arax Advisory PartnersClosed Position-65-$2.5M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMDecreased-10-$2.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC107,207$4.0B0.00%Share
2DIMENSIONAL FUND ADVISORS LP55,980$2.0B0.00%Share
3GABELLI FUNDS LLC46,308$1.0B0.01%Share
4WELLS FARGO & COMPANY/MN26,154$1.0B0.00%Share
5OPPENHEIMER & CO INC22,018$846.0M0.01%Share
6North Star Investment Management Corp.16,100$618.0M0.04%Share
7STRS OHIO9,200$353.0M0.00%Share
8Valmark Advisers, Inc.6,500$249.0M0.00%Share
9NISA INVESTMENT ADVISORS, LLC273$10.0M0.00%Share
10NBT BANK N A /NY280$10.0M0.00%Share
11UBS Group AG68$2.0M0.00%Share
12Teton Advisors, LLC29,958$1.2M0.80%Share
13GAMMA Investing LLC45$1.0M0.00%Share
14BlackRock, Inc.30,005$1.0M0.00%Share
15BlackRock, Inc.45,576$1.0M0.00%Share
16Capital Investment Counsel, Inc9,774$375K0.04%Share
17State of Alaska, Department of Revenue400$15K0.00%Share
18CWM, LLC114$4K0.00%Share
19HARBOR CAPITAL ADVISORS, INC.45$2K0.00%Share
20MORGAN STANLEY10$00.00%Share
21BlackRock, Inc.3,693$00.00%Share
22BlackRock, Inc.2,799$00.00%Share
23BlackRock, Inc.1,755$00.00%Share
24BlackRock, Inc.22$00.00%Share
25HARBOUR INVESTMENTS, INC.21$00.00%Share
26Allworth Financial LP1$00.00%Share
27OSAIC HOLDINGS, INC.400$00.00%Share
28WELLS FARGO & COMPANY/MN864$00.00%Share
29Russell Investments Group, Ltd.65$00.00%Share
30Russell Investments Group, Ltd.654$00.00%Share
31BARCLAYS PLC1,547$00.00%Share
32Legal & General Group Plc86$00.00%Share
33IFP Advisors, Inc5$00.00%Share
34ROYAL BANK OF CANADA155$00.00%Share
35ROYAL BANK OF CANADA48$00.00%Share
36ROYAL BANK OF CANADA6$00.00%Share
37RHUMBLINE ADVISERS1,528$00.00%Share
38ARROWSTREET CAPITAL, LIMITED PARTNERSHIP5,898$00.00%Share
39Sterling Capital Management LLC9$00.00%Share
40CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM48$00.00%Share
41Neuberger Berman Group LLC5,126$00.00%Share
42Optiver Holding B.V.13$00.00%Share
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15$00.00%Share
44AMALGAMATED BANK25$00.00%Share
45ROTHSCHILD INVESTMENT LLC1$00.00%Share
46Covestor Ltd12$00.00%Share
47EverSource Wealth Advisors, LLC7$00.00%Share
48STATE STREET CORP13,861$00.00%Share
49VANGUARD GROUP INC4,041$00.00%Share
50VANGUARD GROUP INC504$00.00%Share

VALU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$10.1B+13
Q3 202539$12.8B+1
Q2 202538$6.9B-11
Q1 202549$19.7B+1
Q4 202448$21.6B+5
Q3 202443$43.9B+5
Q2 202438$39.0B-1
Q1 202439$20.1B—

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As of Q4 2025, 50 institutional investors hold VALU (Value Line, Inc.). The largest holder is Neuberger Berman Group LLC with $4.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own VALU?

As of Q4 2025, 50 institutional investors report holding VALU (Value Line, Inc.) in their 13F filings.

Who is the largest institutional holder of VALU?

The largest institutional holder of VALU is Neuberger Berman Group LLC with $4.0B in shares.

Is institutional ownership of VALU increasing or decreasing?

This quarter, 14 institutions opened new positions in VALU and 3 closed their positions.