Value Line Inc
VALU- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0000717720
No open-market purchases or sales by Value Line Inc insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Value Line Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 39 | 41 | +2 |
| Shares | 592.6K | 589.3K | −3.31K (−0.6%) |
| Value | $25.9M | $28.7M | +$2.82M (+10.9%) |
New holders (5)
Institutions that held Value Line Inc at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Capital Investment Counsel, Inc | 7,174 | $349.7K | 0.06% |
| Oppenheimer & Co Inc | 5,750 | $280.3K | 0.01% |
| Valmark Advisers, Inc. | 5,500 | $268.1K | 0.01% |
| Stratos Wealth Partners, LTD. | 4,417 | $215.3K | 0.00% |
| Auxier Asset Management | 4,239 | $206.7K | 0.03% |
Sold out (3)
Institutions that held Value Line Inc at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Bank of New York Mellon Corp | 17,950 | $784.8K |
| Jane Street Group, LLC | 5,109 | $223.4K |
| Denali Advisors LLC | 800 | $35.0K |