Value Line, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 114.47 K | $4.47 M | 3.55% | 1.22% |
| BLACKROCK, INC. | 11/12/2025 | 80.13 K | $3.13 M | -0.73% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 63.25 K | $2.47 M | -11.29% | 0.67% |
| GABELLI FUNDS LLC | 11/12/2025 | 46.31 K | $1.81 M | 0.00% | 0.49% |
| 11/12/2025 | 29.96 K | $1.17 M | 100.00% | 0.32% | |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 26.65 K | $1.04 M | 0.30% | 0.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 24.61 K | $961.89 K | 0.71% | 0.26% |
| OPPENHEIMER & CO INC | 11/06/2025 | 17.77 K | $694.37 K | -17.93% | 0.19% |
| VANGUARD GROUP INC | 11/07/2025 | 16.41 K | $641.30 K | -3.08% | 0.17% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 16.10 K | $629.19 K | 0.00% | 0.17% |
| STATE STREET CORP | 11/14/2025 | 14.27 K | $557.59 K | 3.26% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 11.90 K | $465.05 K | 0.85% | 0.13% |
| CAPITAL INVESTMENT COUNSEL, INC | 10/31/2025 | 9.27 K | $362.43 K | -6.08% | 0.10% |
| STRS OHIO | 10/30/2025 | 9.20 K | $359.54 K | 0.00% | 0.10% |
| NORTHERN TRUST CORP | 11/14/2025 | 9.15 K | $357.39 K | -6.27% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 8.55 K | $334.21 K | 100.00% | 0.09% |
| VALMARK ADVISERS, INC. | 10/24/2025 | 6.50 K | $254.02 K | 0.00% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 5.90 K | $230.49 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 5.79 K | $226.27 K | -5.78% | 0.06% |
| CLOUD CAPITAL MANAGEMENT, LLC | 11/03/2025 | 3.30 K | $128.00 K | 100.00% | 0.04% |
| RHUMBLINE ADVISERS | 11/06/2025 | 1.67 K | $65.22 K | 3.28% | 0.02% |
| MORGAN STANLEY | 11/14/2025 | 1.63 K | $63.71 K | -13.62% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 1.37 K | $53.70 K | 0.00% | 0.01% |
| BARCLAYS PLC | 11/12/2025 | 1.13 K | $44.24 K | -16.09% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 817 | $31.93 K | 46.42% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 803 | $31.38 K | 5.38% | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 463 | $18.09 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 400 | $15.63 K | 0.00% | 0.00% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 10/24/2025 | 400 | $15.00 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 317 | $12.39 K | 10,466.67% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 281 | $10.98 K | 14.23% | 0.00% |
| NBT BANK N A /NY | 10/28/2025 | 280 | $10.94 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 276 | $10.79 K | -44.02% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 270 | $10.55 K | 12.97% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 267 | $10.00 K | 58.93% | 0.00% |
| FMR LLC | 11/13/2025 | 236 | $9.23 K | -22.88% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 213 | $8.32 K | 147.67% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 126 | $4.92 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 99 | $4.00 K | 125.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 91 | $3.56 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 86 | $3.32 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 65 | $2.54 K | 100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 58 | $2.27 K | 0.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 46 | $2.00 K | 2.22% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 36 | $1.41 K | -87.46% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 33 | $1.00 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 10/02/2025 | 32 | $1.25 K | -5.88% | 0.00% |
| COVESTOR LTD | 10/30/2025 | 12 | $1.00 K | 100.00% | 0.00% |
| OPTIVER HOLDING B.V. | 11/10/2025 | 12 | $469 | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 6 | $234 | 100.00% | 0.00% |
Value Line, Inc. institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Value Line, Inc.. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 114,473
BlackRock, Inc.: 80,131
DIMENSIONAL FUND ADVISORS LP: 63,250
GABELLI FUNDS LLC: 46,308
WELLS FARGO & COMPANY/MN: 26,648
GEODE CAPITAL MANAGEMENT, LLC: 24,611
5.64% of Value Line, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 699.02 K shares in the last 24 months. This purchase volume represents approximately $27.22 M in transactions.