Value LineVALU
13F holders, Q2 2025 (June 30)49holders
2new positions
3sold out
1famous investor
$39.15avg. 13F price*
At the end of Q2 2025, 49 institutions reported holding Value Line Inc. (VALU) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Neuberger Berman Group LLC ($4.3M), BlackRock, Inc. ($3.2M) and Dimensional Fund Advisors LP ($2.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $241K |
| Exits | 3 | $145K |
All 13F filers, Q1 2025 → Q2 2025: 8,829 shares bought and 22,002 shares sold, net −13,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Neuberger Berman Group LLC | 0.00% | Reduce -5.7% | 110,550 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 80,724 | $3.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -8.3% | 71,298 | $2.8M |
| 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% | Add +0.1% | 26,568 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.6% | 24,437 | $957K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.4% | 21,650 | $848K |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 16,932 | $663K |
| North Star Investment Management Corp. | 0.04% | No change | 16,100 | $630K |
| State Street Corp. | 0.00% | No change | 13,818 | $541K |
| Renaissance Technologies | 0.00% | Add +5.4% | 11,800 | $462K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -8.3% | 9,874 | $387K |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 9,757 | $382K |
| STRS Ohio | 0.00% | No change | 9,200 | $360K |
| Valmark Advisers, Inc. | 0.00% | No change | 6,500 | $254K |
| Susquehanna International Group, LLP | 0.00% | New | 6,145 | $241K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 5,898 | $231K |
| Morgan Stanley | 0.00% | Reduce -5.8% | 1,887 | $74K |
| Rhumbline Advisers | 0.00% | Add +0.6% | 1,616 | $63K |
| New York State Common Retirement Fund | 0.00% | No change | 1,374 | $54K |
| Barclays PLC | 0.00% | Add +57.8% | 1,349 | $53K |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 762 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.8% | 558 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +91.8% | 493 | $19K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 463 | $18K |
| Osaic Holdings, Inc. | 0.00% | No change | 400 | $16K |
| FMR LLC | 0.00% | Add +5.9% | 306 | $12K |
| Citigroup Inc. | 0.00% | Reduce -49.1% | 287 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 280 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 246 | $10K |
| UBS Group AG | 0.00% | Reduce -61.1% | 239 | $9K |
| Royal Bank of Canada | 0.00% | Add +90.9% | 168 | $7K |
| 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 |
| BNP Paribas Financial Markets | 0.00% | Add +56.4% | 86 | $3K |
| California State Teachers Retirement System | 0.00% | No change | 58 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 45 | $2K |
| Cwm, LLC | 0.00% | Add +29.4% | 44 | $2K |
| GAMMA Investing LLC | 0.00% | Add +161.5% | 34 | $1K |
| Amalgamated Bank | 0.00% | No change | 33 | $1K |
| Sterling Capital Management LLC | 0.00% | Add +50.0% | 3 | $117 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.2% | 3 | $117 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $78 |
| IFP Advisors, Inc | 0.00% | New | 1 | $39 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $39 |
| Essential Partners LLC | 0.00% | — | 1 | $39 |
| Covestor Ltd | 0.00% | Reduce -38.9% | 11 | $0 |
"% of holder's portfolio" is VALU's weight in each manager's 13F, not the share of Value Line Inc. the manager owns.