Value LineVALU
13F holders, Q1 2025 (March 31)49holders
3new positions
4sold out
1famous investor
$38.67avg. 13F price*
At the end of Q1 2025, 49 institutions reported holding Value Line Inc. (VALU) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were Neuberger Berman Group LLC ($4.5M), BlackRock, Inc. ($3.2M) and Dimensional Fund Advisors LP ($3.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Value Line Inc.
- CUSIP
- 920437100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $19K |
| Exits | 4 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 20,220 shares bought and 57,486 shares sold, net −37,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Neuberger Berman Group LLC | 0.00% | Reduce -5.0% | 117,220 | $4.5M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 82,480 | $3.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.8% | 77,769 | $3.0M |
| Gabelli Funds LLC | 0.01% | No change | 46,308 | $1.8M |
| Teton Advisors, Inc. | 0.78% | No change | 31,300 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -18.4% | 26,542 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.7% | 24,829 | $960K |
| Oppenheimer & Co. Inc. | 0.01% | Add +284.6% | 21,150 | $818K |
| Vanguard Group Inc. | 0.00% | Reduce -3.1% | 16,274 | $629K |
| North Star Investment Management Corp. | 0.05% | No change | 16,100 | $623K |
| State Street Corp. | 0.00% | No change | 13,818 | $534K |
| Renaissance Technologies | 0.00% | Add +4.7% | 11,200 | $433K |
| Capital Investment Counsel, Inc | 0.06% | Reduce -4.4% | 10,774 | $417K |
| Northern Trust Corp. | 0.00% | Reduce -4.9% | 10,103 | $391K |
| STRS Ohio | 0.00% | No change | 9,200 | $356K |
| Valmark Advisers, Inc. | 0.00% | No change | 6,500 | $251K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 5,898 | $228K |
| Cloud Capital Management, LLC | 0.09% | — | 3,299 | $127K |
| Morgan Stanley | 0.00% | Reduce -22.1% | 2,003 | $77K |
| Rhumbline Advisers | 0.00% | Reduce -8.3% | 1,607 | $62K |
| New York State Common Retirement Fund | 0.00% | No change | 1,374 | $53K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.5% | 1,291 | $50K |
| Bank of America Corp. | 0.00% | Reduce -30.1% | 873 | $34K |
| Barclays PLC | 0.00% | Reduce -31.8% | 855 | $33K |
| UBS Group AG | 0.00% | Add +44.8% | 614 | $24K |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 564 | $22K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 463 | $18K |
| Osaic Holdings, Inc. | 0.00% | New | 400 | $15K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 390 | $15K |
| FMR LLC | 0.00% | Add +275.3% | 289 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 280 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +38.2% | 257 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.8% | 246 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 126 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 91 | $4K |
| Legal & General Group Plc | 0.00% | No change | 86 | $3K |
| NewSquare Capital LLC | 0.00% | New | 83 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 79 | $3K |
| Royal Bank of Canada | 0.00% | Add +104.7% | 88 | $3K |
| California State Teachers Retirement System | 0.00% | No change | 58 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.7% | 55 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +50.0% | 45 | $2K |
| Covestor Ltd | 0.00% | No change | 18 | $1K |
| Amalgamated Bank | 0.00% | No change | 33 | $1K |
| Cwm, LLC | 0.00% | Add +61.9% | 34 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -53.6% | 13 | $503 |
| Sterling Capital Management LLC | 0.00% | No change | 2 | $77 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2 | $77 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is VALU's weight in each manager's 13F, not the share of Value Line Inc. the manager owns.