Value Line (VALU) Institutional Ownership $45.01 -0.65 (-1.42%) As of 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Value Line (NASDAQ:VALU)CurrentInstitutional OwnershipPercentage6.26%Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$1.71MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$1.54M Get VALU Insider Trade Alerts Want to know when executives and insiders are buying or selling Value Line stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VALU Institutional Buying and Selling by Quarter Value Line Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/26/2024JPMorgan Chase & Co.1,563$73K0.0%+144.2%0.017% 11/19/2024Barclays PLC1,150$53K0.0%+340.6%0.012% 11/16/2024Geode Capital Management LLC22,488$1.05M0.0%-3.3%0.239% 11/15/2024Barclays PLC1,150$53K0.0%+340.6%0.012% 11/6/2024Oppenheimer & Co. Inc.6,145$286K0.0%+9.7%0.065% 10/3/2024 SG Americas Securities LLC4,510$210K0.0%-27.4%0.048% 8/9/2024Dimensional Fund Advisors LP102,319$4.41M0.0%-6.6%1.086% 7/22/2024Capital Investment Counsel Inc11,274$486K0.1%+57.2%0.120% 7/12/2024 SG Americas Securities LLC6,209$267K0.0%-27.4%0.066% 5/7/2024 SG Americas Securities LLC8,548$346K0.0%N/A0.091% Get the Latest News and Ratings for VALU and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Value Line and its competitors with MarketBeat's FREE daily newsletter. 2/22/2024Auxier Asset Management4,239$207K0.0%N/A0.045% 2/14/2024Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387% 2/9/2024Neuberger Berman Group LLC130,780$6.38M0.0%-7.2%1.387% 2/5/2024Capital Investment Counsel Inc7,174$350K0.1%N/A0.076% 2/2/2024Valmark Advisers Inc.5,500$268K0.0%N/A0.058% 1/30/2024Strs Ohio7,600$370K0.0%-5.0%0.081% 1/24/2024Stratos Wealth Partners LTD.4,417$215K0.0%N/A0.047% 10/20/2023Denali Advisors LLC800$35K0.0%-42.0%0.008% 8/7/2023Royce & Associates LP23,570$1.08M0.0%-20.0%0.250% 7/18/2023Denali Advisors LLC1,380$63K0.0%+72.5%0.015% 2/17/2023Auxier Asset Management4,339$221K0.0%N/A0.046% 1/26/2023Strs Ohio8,000$407K0.0%-9.4%0.085% 11/14/2022Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336% 11/14/2022Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489% 11/10/2022Gabelli Funds LLC46,308$2.03M0.0%-2.1%0.489% 11/10/2022Teton Advisors Inc.31,800$1.40M0.3%-0.6%0.336% 11/3/2022Royce & Associates LP32,832$1.44M0.0%-32.6%0.347% 10/27/2022Strs Ohio8,829$387K0.0%-5.1%0.093% 10/26/2022Allspring Global Investments Holdings LLC609$26K0.0%N/A0.006% 8/13/2022Teton Advisors Inc.32,000$2.11M0.4%-0.6%0.338% 8/9/2022Lazard Asset Management LLC382$25K0.0%N/A0.004% 8/5/2022State Board of Administration of Florida Retirement System3,760$248K0.0%N/A0.040% 8/4/2022Royce & Associates LP48,706$3.22M0.0%-27.4%0.514% 7/26/2022 Dupont Capital Management Corp2,477$164K0.0%N/A0.026% 7/25/2022Strs Ohio9,300$614K0.0%-8.8%0.098% 7/20/2022Denali Advisors LLC800$53K0.0%N/A0.008% 7/19/2022North Star Investment Management Corp.16,100$1.06M0.1%-22.2%0.169% 7/18/2022Denali Advisors LLC800$53K0.0%N/A0.008% 5/5/2022Royce & Associates LP67,074$4.49M0.0%-10.1%0.705% 4/27/2022Dorsey Wright & Associates897$60K0.0%N/A0.009% WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad)Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash. His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years.Take these 4 steps today to protect your retirement NOW4/21/2022Strs Ohio10,200$683K0.0%+343.5%0.107% 3/1/2022Auxier Asset Management4,339$203K0.0%N/A0.045% 2/11/2022Teton Advisors Inc.32,200$1.51M0.2%-1.8%0.338% 2/9/2022Dimensional Fund Advisors LP129,839$6.08M0.0%-8.8%1.361% 2/8/2022Northern Trust Corp11,779$552K0.0%-4.3%0.123% 1/28/2022Allspring Global Investments Holdings LLC2,125$99K0.0%N/A0.022% 1/21/2022Denali Advisors LLC600$28K0.0%N/A0.006% 11/15/2021Dimensional Fund Advisors LP142,324$4.88M0.0%-2.8%1.489% 11/15/2021Neuberger Berman Group LLC155,607$5.33M0.0%+4.7%1.628% 11/12/2021Renaissance Technologies LLC11,120$381K0.0%+4.9%0.116% 11/9/2021BlackRock Inc.93,545$3.20M0.0%-6.6%0.979% 11/2/2021New York State Common Retirement Fund1,374$47K0.0%-53.8%0.014% 8/16/2021State Street Corp16,455$510K0.0%+64.0%0.172% 8/13/2021Northern Trust Corp14,996$464K0.0%-12.9%0.157% 8/13/2021Neuberger Berman Group LLC148,578$4.61M0.0%+18.0%1.554% 8/13/2021Vanguard Group Inc.11,592$360K0.0%-25.6%0.121% 8/12/2021Dimensional Fund Advisors LP146,461$4.54M0.0%-1.3%1.532% 8/12/2021JPMorgan Chase & Co.1,248$39K0.0%-55.6%0.013% 8/11/2021BlackRock Inc.100,171$3.11M0.0%-8.3%1.048% 8/6/2021Bessemer Group Inc.4,485$139K0.0%N/A0.047% 5/14/2021Dimensional Fund Advisors LP148,366$4.18M0.0%-2.9%1.550% 5/13/2021Renaissance Technologies LLC10,600$299K0.0%-19.7%0.111% 5/13/2021Neuberger Berman Group LLC125,893$3.55M0.0%+5.6%1.315% 5/12/2021Northern Trust Corp17,214$485K0.0%-9.1%0.180% 5/7/2021BlackRock Inc.109,256$3.08M0.0%+10.7%1.141% 3/8/2021Dimensional Fund Advisors LP152,829$5.04M0.0%-3.6%1.594% 2/25/2021Dimensional Fund Advisors LP152,829$5.04M0.0%-3.6%1.594% 2/19/2021JPMorgan Chase & Co.2,751$91K0.0%+285.8%0.029% 2/11/2021Northern Trust Corp18,943$624K0.0%-5.0%0.198% 2/10/2021Renaissance Technologies LLC13,200$435K0.0%-8.3%0.138% 2/9/2021Bank of New York Mellon Corp22,037$727K0.0%-4.3%0.230% 1/20/2021Denali Advisors LLC1,360$45K0.0%-54.2%0.014% 11/13/2020Morgan Stanley1,907$47K0.0%-47.9%0.020% (Data available from 1/1/2016 forward) VALU Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of VALU shares? During the previous two years, 14 institutional investors and hedge funds held shares of Value Line. The most heavily invested institutionals were Neuberger Berman Group LLC ($6.38M), Dimensional Fund Advisors LP ($4.41M), Royce & Associates LP ($1.08M), Geode Capital Management LLC ($1.05M), Capital Investment Counsel Inc ($486K), Strs Ohio ($370K), and Oppenheimer & Co. Inc. ($286K).Learn more on VALU's institutional investors. What percentage of Value Line stock is owned by institutional investors? 6.26% of Value Line stock is owned by institutional investors. Learn more on VALU's institutional investor holdings. Which institutional investors have been buying Value Line stock? Of the 9 institutional investors that purchased Value Line stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Counsel Inc ($11.27K), Auxier Asset Management ($8.58K), SG Americas Securities LLC ($8.55K), Valmark Advisers Inc. ($5.50K), Stratos Wealth Partners LTD. ($4.42K), Barclays PLC ($1.78K), and JPMorgan Chase & Co. ($923.00). How much institutional buying is happening at Value Line? Institutional investors have bought a total of 42,143 shares in the last 24 months. This purchase volume represents approximately $1.96M in transactions. Which Value Line major shareholders have been selling company stock? The following institutional investors have sold Value Line stock in the last 24 months: Neuberger Berman Group LLC ($20.39K), Dimensional Fund Advisors LP ($7.18K), Royce & Associates LP ($5.90K), SG Americas Securities LLC ($4.04K), Strs Ohio ($1.23K), Geode Capital Management LLC ($774.00), and Denali Advisors LLC ($580.00). How much institutional selling is happening at Value Line? Institutional investors have sold a total of 40,095 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions. 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