Value Line, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 116.72 K | $4.12 M | 3.90% | 1.24% |
| BLACKROCK, INC. | 05/13/2026 | 83.51 K | $2.95 M | -0.41% | 0.89% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 54.46 K | $1.92 M | -4.26% | 0.58% |
| GABELLI FUNDS LLC | 05/14/2026 | 46.31 K | $1.63 M | 0.00% | 0.49% |
| 05/14/2026 | 29.96 K | $1.06 M | 0.00% | 0.32% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 26.44 K | $933.09 K | -2.14% | 0.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 24.14 K | $852.09 K | -2.04% | 0.26% |
| OPPENHEIMER & CO INC | 04/24/2026 | 22.02 K | $777.02 K | 0.00% | 0.23% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 16.10 K | $568.17 K | 0.00% | 0.17% |
| STATE STREET CORP | 05/15/2026 | 13.86 K | $489.16 K | 0.00% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 10.90 K | $384.66 K | -0.91% | 0.12% |
| CAPITAL INVESTMENT COUNSEL, INC | 04/21/2026 | 9.47 K | $334.34 K | -3.07% | 0.10% |
| STRS OHIO | 04/24/2026 | 9.20 K | $324.67 K | 0.00% | 0.10% |
| NORTHERN TRUST CORP | 05/14/2026 | 8.42 K | $296.97 K | -4.05% | 0.09% |
| 05/15/2026 | 7.37 K | $259.91 K | 100.00% | 0.08% | |
| VALMARK ADVISERS, INC. | 05/01/2026 | 6.50 K | $229.39 K | 0.00% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 5.90 K | $208.14 K | 0.00% | 0.06% |
| 05/08/2026 | 4.64 K | $163.57 K | 100.00% | 0.05% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 4.04 K | $142.61 K | 100.00% | 0.04% |
| RHUMBLINE ADVISERS | 05/12/2026 | 1.46 K | $51.62 K | -4.25% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 1.37 K | $48.49 K | 0.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 1.24 K | $43.87 K | -78.72% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 643 | $22.69 K | -10.57% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 566 | $19.97 K | 110.41% | 0.01% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 504 | $17.79 K | 100.00% | 0.01% |
| BARCLAYS PLC | 05/15/2026 | 456 | $16.09 K | -70.52% | 0.00% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 04/20/2026 | 400 | $14.00 K | 0.00% | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 363 | $12.81 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 360 | $13.00 K | 72.25% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 358 | $12.90 K | -16.55% | 0.00% |
| NBT BANK N A /NY | 04/28/2026 | 280 | $9.88 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 245 | $8.65 K | 1.66% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 183 | $6.46 K | 169.12% | 0.00% |
| GAMMA INVESTING LLC | 04/06/2026 | 114 | $4.02 K | 153.33% | 0.00% |
| CWM, LLC | 05/14/2026 | 98 | $3.46 K | -14.04% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 97 | $3.42 K | 546.67% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 91 | $3.21 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 64 | $2.30 K | -25.58% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 04/28/2026 | 56 | $2.00 K | 24.44% | 0.00% |
| FMR LLC | 05/15/2026 | 48 | $1.69 K | -56.76% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/18/2026 | 43 | $1.52 K | -10.42% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 42 | $1.48 K | 121.05% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 28 | $979 | 100.00% | 0.00% |
| COVESTOR LTD | 05/05/2026 | 15 | $1.00 K | 100.00% | 0.00% |
| OPTIVER HOLDING B.V. | 06/02/2026 | 13 | $459 | 0.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 9 | $318 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 5 | $176 | -28.57% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 4 | $141 | -20.00% | 0.00% |
| 05/21/2026 | 2 | $71 | 100.00% | 0.00% | |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1 | $36 | 0.00% | 0.00% |
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Value Line, Inc. institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Value Line, Inc.. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 116,719
BlackRock, Inc.: 83,506
DIMENSIONAL FUND ADVISORS LP: 54,461
GABELLI FUNDS LLC: 46,308
WELLS FARGO & COMPANY/MN: 26,441
GEODE CAPITAL MANAGEMENT, LLC: 24,143
5.42% of Value Line, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 681.62 K shares in the last 24 months. This purchase volume represents approximately $24.46 M in transactions.