Value Line, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 112.33 K | $4.32 M | -1.87% | 1.19% |
| BLACKROCK, INC. | 02/12/2026 | 83.85 K | $3.22 M | 4.64% | 0.89% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 56.88 K | $2.19 M | -10.07% | 0.60% |
| GABELLI FUNDS LLC | 02/05/2026 | 46.31 K | $1.78 M | 0.00% | 0.49% |
| 02/05/2026 | 29.96 K | $1.15 M | 0.00% | 0.32% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 27.02 K | $1.04 M | 1.39% | 0.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 24.65 K | $947.27 K | 0.15% | 0.26% |
| OPPENHEIMER & CO INC | 02/02/2026 | 22.02 K | $846.15 K | 23.92% | 0.23% |
| VANGUARD GROUP INC | 01/29/2026 | 16.51 K | $634.44 K | 0.60% | 0.18% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 16.10 K | $618.72 K | 0.00% | 0.17% |
| STATE STREET CORP | 02/13/2026 | 13.86 K | $532.68 K | -2.85% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 11.00 K | $422.73 K | -7.56% | 0.12% |
| CAPITAL INVESTMENT COUNSEL, INC | 01/23/2026 | 9.77 K | $375.62 K | 5.39% | 0.10% |
| STRS OHIO | 02/02/2026 | 9.20 K | $353.56 K | 0.00% | 0.10% |
| NORTHERN TRUST CORP | 02/17/2026 | 8.77 K | $337.03 K | -4.10% | 0.09% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 6.50 K | $249.80 K | 0.00% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 5.90 K | $226.66 K | 0.00% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 5.84 K | $224.43 K | 258.28% | 0.06% |
| BARCLAYS PLC | 02/13/2026 | 1.55 K | $59.45 K | 36.66% | 0.02% |
| RHUMBLINE ADVISERS | 02/13/2026 | 1.53 K | $58.71 K | -8.45% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.37 K | $52.80 K | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 719 | $27.63 K | 126.81% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 710 | $27.29 K | -11.58% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 429 | $16.49 K | -47.49% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 400 | $15.37 K | 0.00% | 0.00% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 01/23/2026 | 400 | $15.00 K | 0.00% | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 363 | $13.95 K | -21.60% | 0.00% |
| NBT BANK N A /NY | 01/23/2026 | 280 | $10.76 K | 0.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 273 | $10.49 K | -2.85% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 269 | $10.34 K | -2.54% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 241 | $9.26 K | 13.15% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 209 | $8.00 K | -21.72% | 0.00% |
| CWM, LLC | 01/26/2026 | 114 | $4.00 K | 15.15% | 0.00% |
| FMR LLC | 02/17/2026 | 111 | $4.27 K | -52.97% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 91 | $3.50 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 86 | $3.31 K | 0.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 68 | $2.61 K | -74.81% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 48 | $1.85 K | -17.24% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 01/20/2026 | 45 | $2.00 K | -2.17% | 0.00% |
| GAMMA INVESTING LLC | 01/05/2026 | 45 | $1.73 K | 40.63% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 25 | $1.00 K | -24.24% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 21 | $807 | -83.33% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 19 | $730 | -47.22% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 15 | $576 | 100.00% | 0.00% |
| OPTIVER HOLDING B.V. | 02/17/2026 | 13 | $500 | 8.33% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 9 | $346 | 50.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 7 | $269 | 40.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 5 | $192 | 150.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1 | $39 | 100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1 | $38 | 0.00% | 0.00% |
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Value Line, Inc. institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Value Line, Inc.. The most heavily invested institutionals were:
OPPENHEIMER & CO INC: 22,018
North Star Investment Management Corp.: 16,100
Capital Investment Counsel, Inc: 9,474
STRS OHIO: 9,200
Valmark Advisers, Inc.: 6,500
State of Alaska, Department of Revenue: 400
5.48% of Value Line, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 683.57 K shares in the last 24 months. This purchase volume represents approximately $24.53 M in transactions.