Value Line, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 10/27/2026 | 120.11 K | $4.86 M | 2.91% | 1.28% |
| BLACKROCK, INC. | 08/07/2026 | 94.01 K | $3.81 M | 12.58% | 1.00% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 50.94 K | $2.06 M | -6.47% | 0.54% |
| GABELLI FUNDS LLC | 08/12/2026 | 46.31 K | $1.87 M | 0.00% | 0.49% |
| TETON ADVISORS, LLC | 08/12/2026 | 29.96 K | $1.21 M | 0.00% | 0.32% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 26.86 K | $1.09 M | 1.58% | 0.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 23.77 K | $962.27 K | -1.55% | 0.25% |
| OPPENHEIMER & CO INC | 08/03/2026 | 21.02 K | $850.81 K | -4.54% | 0.22% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 16.10 K | $651.73 K | 0.00% | 0.17% |
| STATE STREET CORP | 09/22/2026 | 13.86 K | $561.09 K | 0.00% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 10.60 K | $429.09 K | -2.75% | 0.11% |
| CAPITAL INVESTMENT COUNSEL, INC | 07/27/2026 | 9.47 K | $383.51 K | 0.00% | 0.10% |
| STRS OHIO | 07/30/2026 | 9.20 K | $372.42 K | 0.00% | 0.10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 7.34 K | $296.92 K | -0.41% | 0.08% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 6.50 K | $263.12 K | 0.00% | 0.07% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 6.37 K | $257.78 K | 100.00% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 5.90 K | $238.75 K | 0.00% | 0.06% |
| NORTHERN TRUST CORP | 08/13/2026 | 5.83 K | $236.08 K | -30.70% | 0.06% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 5.04 K | $204.10 K | 8.78% | 0.05% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 4.14 K | $167.39 K | 2.33% | 0.04% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 2.00 K | $80.84 K | 210.58% | 0.02% |
| MORGAN STANLEY | 08/13/2026 | 1.60 K | $64.74 K | 28.64% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 1.37 K | $55.62 K | 0.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 616 | $24.94 K | 236.61% | 0.01% |
| RHUMBLINE ADVISERS | 08/12/2026 | 586 | $23.72 K | -59.95% | 0.01% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 504 | $20.40 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 502 | $21.00 K | 39.44% | 0.01% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 07/20/2026 | 400 | $16.00 K | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 398 | $16.11 K | -12.72% | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 363 | $14.69 K | 0.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 361 | $14.61 K | 759.52% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 357 | $14.41 K | -0.28% | 0.00% |
| NBT BANK, N.A. | 07/29/2026 | 280 | $11.33 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 219 | $8.87 K | -61.31% | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 203 | $8.22 K | -17.14% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 08/07/2026 | 141 | $6.00 K | 151.79% | 0.00% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 97 | $3.93 K | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 91 | $3.68 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 64 | $2.59 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 47 | $1.90 K | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 45 | $1.82 K | -6.25% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 36 | $1.46 K | -68.42% | 0.00% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 28 | $1.13 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 14 | $544 | -50.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 11 | $445 | -74.42% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 5 | $202 | 0.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 4 | $162 | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 07/28/2026 | 3 | $121 | -66.67% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 2 | $81 | 100.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 2 | $81 | -50.00% | 0.00% |
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Value Line, Inc. institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Value Line, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 45,038
OPPENHEIMER & CO INC: 21,318
North Star Investment Management Corp.: 16,100
STRS OHIO: 11,500
CITIGROUP INC: 40
EverSource Wealth Advisors, LLC: 5
5.58% of Value Line, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 775.21 K shares in the last 24 months. This purchase volume represents approximately $27.81 M in transactions.