Institutional Ownership Value Line Inc (VALU)
This table provides information about the institutional ownership of Value Line Inc (VALU). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 528,172 shares, which have been reported (via 13F filing form) to have a value of $20.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
463
shares
|
$17,936
0.0% of portfolio
|
Q3 2024
Added 15333.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
400
shares
|
$15,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
287
shares
|
$11,118
0.0% of portfolio
|
Q2 2025
Reduced 49.11%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
280
shares
|
$10,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
246
shares
|
$9,530
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
239
shares
|
$9,258
0.0% of portfolio
|
Q2 2025
Reduced 61.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
168
shares
|
$6,508
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
126
shares
|
$4,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
91
shares
|
$3,525
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
86
shares
|
$3,331
0.0% of portfolio
|
Q3 2022
Added 43.33%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
58
shares
|
$2,246
0.0% of portfolio
|
Q2 2024
Reduced 39.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
45
shares
|
$1,743
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
44
shares
|
$1,704
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
34
shares
|
$1,317
0.0% of portfolio
|
Q2 2025
Added 161.54%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
33
shares
|
$1,278
0.0% of portfolio
|
Q1 2024
Reduced 73.6%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
11
shares
|
$426
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$116
0.0% of portfolio
|
Q2 2025
Reduced 96.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
3
shares
|
$116
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2
shares
|
$77
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|