Who Owns VALUE LINE INC (VALU)? -- Institutional Holders (2026-06-30)
50 institutions reported holding $21.2M of VALUE LINE INC (VALU) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEUBERGER BERMAN GROUP LLC ($4.9M), BlackRock, Inc. ($3.8M), DIMENSIONAL FUND ADVISORS LP ($2.1M), GABELLI FUNDS LLC ($1.9M), Teton Advisors, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NEUBERGER BERMAN GROUP LLC | $4.9M | 120,114 | Added |
| 2 | BlackRock, Inc. | $3.8M | 94,009 | Added |
| 3 | DIMENSIONAL FUND ADVISORS LP | $2.1M | 50,939 | Trimmed |
| 4 | GABELLI FUNDS LLC | $1.9M | 46,308 | Hold |
| 5 | Teton Advisors, LLC | $1.2M | 29,958 | Hold |
| 6 | WELLS FARGO & COMPANY/MN | $1.1M | 26,858 | Added |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $962,269 | 23,769 | Trimmed |
| 8 | OPPENHEIMER & CO INC | $850,809 | 21,018 | Trimmed |
| 9 | VANGUARD GROUP INC | $688,808 | 17,016 | Added |
| 10 | North Star Investment Management Corp. | $651,728 | 16,100 | Hold |
| 11 | STATE STREET CORP | $561,093 | 13,861 | Hold |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $429,088 | 10,600 | Trimmed |
| 13 | Capital Investment Counsel, Inc | $383,508 | 9,474 | Hold |
| 14 | STRS OHIO | $372,416 | 9,200 | Hold |
| 15 | Valmark Advisers, Inc. | $263,120 | 6,500 | Hold |
| 16 | GOLDMAN SACHS GROUP INC | $257,777 | 6,368 | New |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $238,751 | 5,898 | Hold |
| 18 | NORTHERN TRUST CORP | $236,079 | 5,832 | Trimmed |
| 19 | Russell Investments Group, Ltd. | $80,838 | 1,997 | Added |
| 20 | MORGAN STANLEY | $64,738 | 1,599 | Added |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | $55,620 | 1,374 | Hold |
| 22 | UBS Group AG | $24,936 | 616 | Added |
| 23 | RHUMBLINE ADVISERS | $23,715 | 586 | Trimmed |
| 24 | Royal Bank of Canada | $21,000 | 502 | Added |
| 25 | BARCLAYS PLC | $16,110 | 398 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30