VALUE LINE INC — Institutional Ownership

Which tracked institutions hold VALU, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

12
Funds holding
$6103461
Total value held
Buying
8 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $3805485 94009 +10503 +12.58%
2 Wells Fargo & Company/Mn $1087208 26858 +417 +1.58%
3 State Street Corp $561093 13861 Held
4 Goldman Sachs Group Inc $257777 6368 +6368 NEW BUY
5 Northern Trust Corp $236079 5832 -2583 -30.70%
6 Morgan Stanley $64738 1599 +356 +28.64%
7 Ubs Group Ag $24936 616 +616 NEW BUY
8 Royal Bank Of Canada $21000 502 +142 +39.44%
9 Barclays Plc $16110 398 -58 -12.72%
10 Citigroup Inc $14613 361 +342 +1800.00%
11 Jpmorgan Chase & Co $14412 357 -1 -0.28%
12 Amalgamated Financial Corp. $10 156 +156 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.