Value Line, Inc.
Value Line, Inc. (VALU) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · VALU · as of Sep 30, 2025
Ownership Breakdown
55
Institutional Holders
▲ 7 vs Q2
$20.75M
Total Inst. Value
▲ $4,680 vs Q2
9.39M
Shares Outstanding
freeFloat 7.99%
531,023
13F Shares Held
▲ 1,122 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
VALU largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
NEUBERGER BERMAN GROUP LLC investment advice | 114.5K | 1.22% | 1.22% | $4.47B | Nov 12, 2025 | ▲ 3.9K |
BLACKROCK, INC. investment advice | 80.1K | 85.11% | 85.11% | $3.13B | Nov 12, 2025 | ▼ 593 |
DIMENSIONAL FUND ADVISORS LP investment advice | 63.3K | 67.18% | 67.18% | $2.47B | Nov 12, 2025 | ▼ 8.0K |
GABELLI FUNDS LLC investment advice | 46.3K | 49.19% | 49.19% | $1.81B | Nov 12, 2025 | — held |
investment advice | 30.0K | 31.82% | 31.82% | $1.17B | Nov 12, 2025 | NEW |
WELLS FARGO & COMPANY/MN investment advice | 26.6K | 28.30% | 28.30% | $1.04B | Nov 13, 2025 | ▲ 80 |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 24.6K | 26.14% | 26.14% | $961.89M | Nov 12, 2025 | ▲ 174 |
OPPENHEIMER & CO INC investment advice | 17.8K | 18.87% | 18.87% | $694.37M | Nov 6, 2025 | ▼ 3.9K |
VANGUARD GROUP INC investment advice | 16.4K | 17.43% | 17.43% | $641.30M | Nov 7, 2025 | ▼ 522 |
NORTH STAR INVESTMENT MANAGEMENT CORP. investment advice | 16.1K | 17.10% | 17.10% | $629.19M | Oct 22, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
18
Increased
+9.1K shares5
New Positions
first time holders13
Decreased
−15.6K shares0
Sold Out
fully exitedNet shares change (top 50)
6.6K
+9.1K / −15.6K
Net new holders
+10
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
VALU insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BRECHER HOWARD A Chairman and CEO | May 21, 2026 | Purchase | 200 | $33.89 | $6.8K | 1.8K | Form 4 ↗ |
MUENZER GLENN J.
| Aug 29, 2022 | Sale | 100 | $95.15 | $9.5K | 200 | Form 4 ↗ |
ANASTASIO STEPHEN Vice President and Treasurer | May 16, 2022 | Purchase | 600 | $73.00 | $43.8K | 600 | Form 4 ↗ |
FIORE ALFRED R director | Aug 19, 2020 | Purchase | 46 | $25.68 | $1.2K | 400 | Form 4 ↗ |
FIORE ALFRED R director | Aug 5, 2020 | Purchase | 1 | $24.25 | $24.25 | 354 | Form 4 ↗ |
FIORE ALFRED R director | Aug 4, 2020 | Purchase | 3 | $24.50 | $73.5 | 353 | Form 4 ↗ |
BRECHER HOWARD A Chairman and CEO | Aug 4, 2020 | Purchase | 200 | $25.26 | $5.1K | 1.6K | Form 4 ↗ |
ANASTASIO STEPHEN Vice President and Treasurer | Jul 29, 2020 | Purchase | 200 | $24.51 | $4.9K | 1.2K | Form 4 ↗ |
ANASTASIO STEPHEN Vice President and Treasurer | May 15, 2020 | Purchase | 200 | $24.58 | $4.9K | 1.0K | Form 4 ↗ |
BRECHER HOWARD A Chairman and CEO | Oct 4, 2019 | Purchase | 200 | $23.38 | $4.7K | 1.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Value Line, Inc. (VALU) is primarily owned by institutional investors, who hold approximately 5.7% of total shares outstanding. Company insiders own approximately 92.01%, while retail and public investors account for the remaining 2.33%.
The largest institutional shareholder of Value Line, Inc. is NEUBERGER BERMAN GROUP LLC, holding approximately 114,473 shares — equal to 1.22% of outstanding shares — as of September 30, 2025.
A total of 55 institutional investors currently hold VALU stock, with a combined institutional value of approximately $20,751,017 as of the most recent 13F filing period.
Frequently asked questions
VALU ownershipValue Line, Inc. (VALU) is primarily owned by institutional investors, who hold approximately 5.7% of shares. The largest shareholder is NEUBERGER BERMAN GROUP LLC with a 1.22% stake. Company insiders hold 92.01%. Data sourced from SEC Form 13F as of September 30, 2025.