Who Owns Value Line, Inc. (VALU)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$4.000200011511e+79T
% of Float Held
1.4237883353607935e+158%
QoQ Change in Holders
+15 / -2
Price History
VALU — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| OPPENHEIMER & CO INC | New Position | +22K | +$846K |
| North Star Investment Management Corp. | New Position | +16K | +$618K |
| Capital Investment Counsel, Inc | New Position | +10K | +$375K |
| STRS OHIO | New Position | +9K | +$353K |
| Valmark Advisers, Inc. | New Position | +7K | +$249K |
| State of Alaska, Department of Revenue | New Position | +400 | +$15K |
| NBT BANK N A /NY | New Position | +280 | +$10K |
| NISA INVESTMENT ADVISORS, LLC | New Position | +273 | +$10K |
| CWM, LLC | New Position | +114 | +$4K |
| HARBOR CAPITAL ADVISORS, INC. | New Position | +45 | +$2K |
| Allworth Financial LP | New Position | +1 | +$0 |
| SBI Securities Co., Ltd. | New Position | +1 | +$0 |
| Covestor Ltd | New Position | +12 | +$0 |
| NEW YORK STATE COMMON RETIREMENT FUND | New Position | +1K | +$0 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New Position | +15 | +$0 |
VALU — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Neuberger Berman Group LLC | Decreased | -2K | -$4.5B |
| DIMENSIONAL FUND ADVISORS LP | Decreased | -6K | -$2.5B |
| STATE STREET CORP | Decreased | -407 | -$557.6M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -900 | -$465.1M |
| NORTHERN TRUST CORP | Decreased | -375 | -$357.4M |
| MILLENNIUM MANAGEMENT LLC | Closed Position | -9K | -$334.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -6K | -$226.3M |
| RHUMBLINE ADVISERS | Decreased | -141 | -$65.2M |
| JPMORGAN CHASE & CO | Decreased | -388 | -$31.9M |
| BANK OF AMERICA CORP /DE/ | Decreased | -93 | -$31.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Decreased | -100 | -$18.1M |
| Tower Research Capital LLC (TRC) | Decreased | -7 | -$10.8M |
| UBS Group AG | Decreased | -202 | -$10.6M |
| ROYAL BANK OF CANADA | Decreased | -58 | -$10.0M |
| FMR LLC | Decreased | -125 | -$9.2M |
Top Institutional Holders(Q4 2025)
VALU Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 52 | $14.3M | +13 |
| Q3 2025 | 39 | $18.2B | +1 |
| Q2 2025 | 38 | $12.0B | -11 |
| Q1 2025 | 49 | $21.3B | +1 |
| Q4 2024 | 48 | $374.1B | +5 |
| Q3 2024 | 43 | $14.4T | +5 |
| Q2 2024 | 38 | $9.9T | -1 |
| Q1 2024 | 39 | $9.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold VALU (Value Line, Inc.). The largest holder is Neuberger Berman Group LLC with $4.0M in shares. This quarter, 15 institutions opened new positions and 2 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 $4.0M in shares.
Is institutional ownership of VALU increasing or decreasing?
This quarter, 15 institutions opened new positions in VALU and 2 closed their positions.