VALUE LINE INC (VALU) Top Institutional Shareholders
VALUE LINE INC (VALU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $17.97M in VALU holdings during the latest filing period.
Neuberger Berman Group Llc is currently the largest disclosed institutional shareholder of VALU tracked by InsiderSet, reporting ownership valued at approximately $4.12M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.03M, representing an estimated loss of -2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed VALU value among the investors covered in this analysis. Major shareholders include Neuberger Berman Group Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in VALUE LINE INC (VALU).
This page ranks the largest institutional VALU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$17.97M
Largest Holder
Neuberger Berman Group Llc
Largest Position
$4.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | 0.00% | 116,719 | $4,119,002 | $4,033,809 | -$85,193 | -2.07% | |
| Blackrock, Inc. | 0.00% | 83,506 | $2,946,926 | $2,885,967 | -$60,959 | -2.07% | |
| Dimensional Fund Advisors Lp | 0.00% | 54,461 | $1,921,929 | $1,882,172 | -$39,757 | -2.07% | |
| Gabelli Funds Llc | 0.01% | 46,308 | $1,634,209 | $1,600,404 | -$33,805 | -2.07% | |
| Teton Advisors, Llc | 0.74% | 29,958 | $1,057,218 | $1,035,348 | -$21,870 | -2.07% | |
| Wells Fargo & Company/Mn | 0.00% | 26,441 | $933,092 | $913,801 | -$19,291 | -2.07% | |
| Geode Capital Management, Llc | 0.00% | 24,143 | $852,088 | $834,382 | -$17,706 | -2.08% | |
| Oppenheimer & Co Inc | 0.01% | 22,018 | $777,015 | $760,942 | -$16,073 | -2.07% | |
| North Star Investment Management Corp. | 0.03% | 16,100 | $568,169 | $556,416 | -$11,753 | -2.07% | |
| State Street Corp | 0.00% | 13,861 | $489,155 | $479,036 | -$10,119 | -2.07% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 10,900 | $384,661 | $376,704 | -$7,957 | -2.07% |
| Capital Investment Counsel, Inc | 0.04% | 9,474 | $334,337 | $327,421 | -$6,916 | -2.07% | |
| Strs Ohio | 0.00% | 9,200 | $324,668 | $317,952 | -$6,716 | -2.07% | |
| Northern Trust Corp | 0.00% | 8,415 | $296,965 | $290,822 | -$6,143 | -2.07% | |
| Vanguard Capital Management Llc | 0.00% | 7,365 | $259,911 | $254,534 | -$5,377 | -2.07% | |
| Valmark Advisers, Inc. | 0.00% | 6,500 | $229,385 | $224,640 | -$4,745 | -2.07% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 5,898 | $208,140 | $203,835 | -$4,305 | -2.07% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,635 | $163,569 | $160,186 | -$3,383 | -2.07% | |
| Vanguard Fiduciary Trust Co | 0.00% | 4,041 | $142,607 | $139,657 | -$2,950 | -2.07% | |
| Rhumbline Advisers | 0.00% | 1,463 | $51,620 | $50,561 | -$1,059 | -2.05% | |
| New York State Common Retirement Fund | 0.00% | 1,374 | $48,488 | $47,485 | -$1,003 | -2.07% | |
| Morgan Stanley | 0.00% | 1,243 | $43,866 | $42,958 | -$908 | -2.07% | |
| Eversource Wealth Advisors, Llc | 0.00% | 73 | $32,597 | $2,523 | -$30,074 | -92.26% | |
| Russell Investments Group, Ltd. | 0.00% | 643 | $22,691 | $22,222 | -$469 | -2.07% | |
| Tower Research Capital Llc (Trc) | 0.00% | 566 | $19,974 | $19,561 | -$413 | -2.07% | |
| Vanguard Global Advisers, Llc | 0.00% | 504 | $17,786 | $17,418 | -$368 | -2.07% | |
| Barclays Plc | 0.00% | 456 | $16,092 | $15,759 | -$333 | -2.07% | |
| Royal Bank Of Canada | 0.00% | 360 | $13,000 | $12,442 | -$558 | -4.30% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 363 | $12,810 | $12,545 | -$265 | -2.07% | |
| Nbt Bank N A | 0.00% | 280 | $9,881 | $9,677 | -$204 | -2.07% | |
| Bnp Paribas Financial Markets | 0.00% | 245 | $8,646 | $8,467 | -$179 | -2.07% | |
| Ubs Group Ag | 0.00% | 183 | $6,458 | $6,324 | -$134 | -2.07% | |
| Gamma Investing Llc | 0.00% | 114 | $4,023 | $3,940 | -$83 | -2.07% | |
| Cwm, Llc | 0.00% | 98 | $3,458 | $3,387 | -$71 | -2.06% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 97 | $3,423 | $3,352 | -$71 | -2.06% | |
| Ameritas Investment Partners, Inc. | 0.00% | 91 | $3,211 | $3,145 | -$66 | -2.06% | |
| Legal & General Group Plc | 0.00% | 64 | $2,304 | $2,212 | -$92 | -4.00% | |
| Fmr Llc | 0.00% | 48 | $1,694 | $1,659 | -$35 | -2.07% | |
| California State Teachers Retirement System | 0.00% | 43 | $1,517 | $1,486 | -$31 | -2.04% | |
| Citigroup Inc | 0.00% | 42 | $1,482 | $1,452 | -$30 | -2.06% | |
| Jones Financial Companies Lllp | 0.00% | 28 | $979 | $968 | -$11 | -1.16% | |
| Optiver Holding B.V. | 0.00% | 13 | $459 | $449 | -$10 | -2.12% | |
| Sterling Capital Management Llc | 0.00% | 9 | $318 | $311 | -$7 | -2.19% | |
| Ifp Advisors, Inc | 0.00% | 4 | $141 | $138 | -$3 | -1.96% | |
| Allworth Financial Lp | 0.00% | 1 | $36 | $35 | -$1 | -4.00% | |
| Nisa Investment Advisors, Llc | 0.00% | 1 | $35 | $35 | -$0 | -1.26% | |
| Rothschild Investment Llc | 0.00% | 1 | $35 | $35 | -$0 | -1.26% | |
| Sbi Securities Co., Ltd. | 0.00% | 1 | $35 | $35 | -$0 | -1.26% | |
| State Of Alaska, Department Of Revenue | 0.00% | 400 | $14 | $13,824 | +$13,810 | +98642.86% | |
| Harbor Capital Advisors, Inc. | 0.00% | 56 | $2 | $1,935 | +$1,933 | +96668.00% |
Frequently asked questions about VALU
Who owns the most VALU stock?
The largest holders of VALU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VALUE LINE INC (VALU).
Is VALU widely held by superinvestors?
Many widely followed stocks like VALU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VALU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.