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Who owns VALUWhat VALU owns — n/a

Who owns VALUE LINE INC?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of VALU from SEC Form 13F filings across 54 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 54 institutions disclosed 524,104 shares of VALUE LINE INC worth $21.2M — about 5.6% of shares outstanding; the largest disclosed holder is NEUBERGER BERMAN GROUP LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

54

13F holders

$21.2M

value, 2026 filers

5.6%

of shares outstanding (524,104 sh)

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VALU's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1NEUBERGER BERMAN GROUP LLC120,114$4.9M0.0%1.3%+2.9%
2BlackRock, Inc.94,009$3.8M0.0%1%+12.6%
3DIMENSIONAL FUND ADVISORS LP50,939$2.1M0.0%0.5%-6.5%
4GABELLI FUNDS LLC46,308$1.9M0.0%0.5%0.0%
5Teton Advisors, LLC29,958$1.2M0.7%0.3%0.0%
6WELLS FARGO & COMPANY/MN26,858$1.1M0.0%0.3%+1.6%
7GEODE CAPITAL MANAGEMENT, LLC23,769$962,2690.0%0.3%-1.5%
8OPPENHEIMER & CO INC21,018$850,8090.0%0.2%-4.5%
9North Star Investment Management Corp.16,100$651,7280.0%0.2%0.0%
10STATE STREET CORP13,861$561,0930.0%0.1%0.0%
11RENAISSANCE TECHNOLOGIES LLC10,600$429,0880.0%0.1%-2.8%
12Capital Investment Counsel, Inc9,474$383,5080.0%0.1%0.0%
13STRS OHIO9,200$372,4160.0%0.1%0.0%
14VANGUARD CAPITAL MANAGEMENT LLC7,335$296,9210.0%0.1%-0.4%
15Valmark Advisers, Inc.6,500$263,1200.0%0.1%0.0%
16GOLDMAN SACHS GROUP INCNEW6,368$257,7770.0%0.1%new
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP5,898$238,7510.0%0.1%0.0%
18NORTHERN TRUST CORP5,832$236,0790.0%0.1%-30.7%
19VANGUARD PORTFOLIO MANAGEMENT LLC5,042$204,1000.0%0.1%+8.8%
20VANGUARD FIDUCIARY TRUST CO4,135$167,3850.0%0%+2.3%
21Russell Investments Group, Ltd.1,997$80,8380.0%0%+210.6%
22MORGAN STANLEY1,599$64,7380.0%0%+28.6%
23NEW YORK STATE COMMON RETIREMENT FUND1,374$55,6200.0%0%0.0%
24UBS Group AG616$24,9360.0%0%+236.6%
25RHUMBLINE ADVISERS586$23,7150.0%0%-59.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.