$35.30
-0.60 (-1.67%)
Market Cap
$337.0M
Shares Outstanding
9,387,240
Institutional Holders
49
Total Inst. Value
$21.1M
% of Float Held
72.2%
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
11
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $4.5M | 117,220 |
| 2 | BlackRock, Inc. | $3.2M | 82,480 |
| 3 | DIMENSIONAL FUND ADVISORS LP | $3.0M | 77,769 |
| 4 | GABELLI FUNDS LLC | $1.8M | 46,308 |
| 5 | Teton Advisors, Inc. | $1.2M | 31,300 |
| 6 | WELLS FARGO & COMPANY/MN | $1.0M | 26,542 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $959K | 24,829 |
| 8 | OPPENHEIMER & CO INC | $818K | 21,150 |
| 9 | VANGUARD GROUP INC | $628K | 16,274 |
| 10 | North Star Investment Management Corp. | $623K | 16,100 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +841 | $3.2M |
| GEODE CAPITAL MANAGEMENT, LLC | +2K | $959K |
| OPPENHEIMER & CO INC | +16K | $818K |
| STRS OHIONew | +9K | $486K |
| RENAISSANCE TECHNOLOGIES LLC | +500 | $433K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Neuberger Berman Group LLC | -6K | $4.5M |
| WELLS FARGO & COMPANY/MN | -6K | $1.0M |
| DIMENSIONAL FUND ADVISORS LP | -5K | $3.0M |
| JPMORGAN CHASE & CO | -3K | $48K |
| MORGAN STANLEY | -568 | $75K |
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Frequently Asked Questions
How many institutional investors hold VALU?
As of Q1 2025, 49 institutional investors report holding VALU (Value Line, Inc.) in their 13F filings.
What percentage of Value Line, Inc. is owned by institutions?
Institutional investors hold approximately 72.2% of Value Line, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most VALU?
The largest institutional holder of VALU is Neuberger Berman Group LLC with $4.5M in shares.
Are institutions buying or selling VALU?
This quarter, 6 institutions opened new positions in VALU and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.