Equibles

VALU

Value Line Inc

Company with tickers: VALU

CIK
717720
CUSIP
920437100
Shares Outstanding
9,387,238
13F Activity (30d)
45 filings 40 filers
Holders: 53
Total Value: $17,966,597
Total Shares: 509,114

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 53 13F filers · Δ vs Dec 31, 2025
Top Holder
22.9%
Jun 2023 → Mar 2026 · range 20.9% – 23.8%
+1.2 pts
Top 5
65.0%
Jun 2023 → Mar 2026 · range 62.9% – 70.2%
+1.2 pts
Top 10
85.2%
Jun 2023 → Mar 2026 · range 81.8% – 88.5%
+0.7 pts
HHI
1,133
Jun 2023 → Mar 2026 · range 1,047 – 1,305
Broadly held +45

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
11
Decreased
19
Sold Out
5
Unchanged
18
Holder count: 0
Institutional value: -9.4%
Shares held: -1.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega NEUBERGER BERMAN GROUP LLC +4,386 116,719
Mid Tower Research Capital LLC (TRC) +297 566
Mega ROYAL BANK OF CANADA +151 360
Mega UBS Group AG +115 183
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +82 97

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −4,597 1,243
Mega DIMENSIONAL FUND ADVISORS LP −2,422 54,461
Mega BARCLAYS PLC −1,091 456
Mega WELLS FARGO & COMPANY/MN −577 26,441
Mega GEODE CAPITAL MANAGEMENT, LLC −504 24,143

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 7,365 $259,910
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 4,635 $163,569
Mega VANGUARD FIDUCIARY TRUST CO 4,041 $142,606
Mega Vanguard Global Advisers, LLC 504 $17,786
Large JONES FINANCIAL COMPANIES LLLP 28 $988

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 16,509 $634,439
Mega BANK OF AMERICA CORP /DE/ 710 $27,285
Large OSAIC HOLDINGS, INC. 400 $15,372
Large AMALGAMATED BANK 25 $960
Mid HARBOUR INVESTMENTS, INC. 21 $807
Filter: New 5 Increased 11 Reduced 19 Sold out 5 Unchanged 18
Showing 53 of 53
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega NEUBERGER BERMAN GROUP LLC $4,119,012 22.93% 116,719
Mega BlackRock, Inc. $2,946,923 16.40% 83,506
Mega DIMENSIONAL FUND ADVISORS LP $1,921,927 10.70% 54,461
Large GABELLI FUNDS LLC $1,634,209 9.10% 46,308
Small Teton Advisors, LLC $1,057,217 5.88% 29,958
Mega WELLS FARGO & COMPANY/MN $933,102 5.19% 26,441
Mega GEODE CAPITAL MANAGEMENT, LLC $852,005 4.74% 24,143
Mid OPPENHEIMER & CO INC $777,015 4.32% 22,018
Mid North Star Investment Management Corp. $568,169 3.16% 16,100
Mega STATE STREET CORP $489,154 2.72% 13,861
Large RENAISSANCE TECHNOLOGIES LLC $384,661 2.14% 10,900
Small Capital Investment Counsel, Inc $334,337 1.86% 9,474
Large STRS OHIO $324,668 1.81% 9,200
Mega NORTHERN TRUST CORP Bank $296,963 1.65% 8,415
Mega VANGUARD CAPITAL MANAGEMENT LLC $259,910 1.45% 7,365
Small Valmark Advisers, Inc. $229,385 1.28% 6,500
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $208,140 1.16% 5,898
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $163,569 0.91% 4,635
Mega VANGUARD FIDUCIARY TRUST CO Bank $142,606 0.79% 4,041
Mega RHUMBLINE ADVISERS $51,629 0.29% 1,463
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $48,488 0.27% 1,374
Mega MORGAN STANLEY $43,862 0.24% 1,243
Large Russell Investments Group, Ltd. $22,690 0.13% 643
Mid Tower Research Capital LLC (TRC) $19,974 0.11% 566
Mega Vanguard Global Advisers, LLC $17,786 0.10% 504
Mega BARCLAYS PLC $16,091 0.09% 456
Mid State of Alaska, Department of Revenue $14,116 0.08% 400
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $12,810 0.07% 363
Mega ROYAL BANK OF CANADA Bank $12,703 0.07% 360
Mega JPMORGAN CHASE & CO $12,633 0.07% 358
Small NBT BANK N A /NY Bank $9,881 0.05% 280
Mega BNP PARIBAS ARBITRAGE, SA $8,646 0.05% 245
Mega UBS Group AG $6,457 0.04% 183
Mid GAMMA Investing LLC $4,023 0.02% 114
Large CWM, LLC $3,458 0.02% 98
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,423 0.02% 97
Mid Ameritas Investment Partners, Inc. $3,211 0.02% 91
Mega Legal & General Group Plc $2,258 0.01% 64
Mid HARBOR CAPITAL ADVISORS, INC. $1,976 0.01% 56
Mega FMR LLC $1,693 0.01% 48
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,517 0.01% 43
Mega CITIGROUP INC $1,481 0.01% 42
Large JONES FINANCIAL COMPANIES LLLP $988 0.01% 28
Small Covestor Ltd $529 0.00% 15
Mid Optiver Holding B.V. $458 0.00% 13
Mid Sterling Capital Management LLC $317 0.00% 9
Mid EverSource Wealth Advisors, LLC $176 0.00% 5
Mid IFP Advisors, Inc $141 0.00% 4
Small Essential Partners LLC $70 0.00% 2
Mid SBI Securities Co., Ltd. Broker-Dealer $35 0.00% 1
Mid Allworth Financial LP $35 0.00% 1
Mid ROTHSCHILD INVESTMENT LLC $35 0.00% 1
Large NISA INVESTMENT ADVISORS, LLC $35 0.00% 1

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