Value Line Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of VALU?
Owner Type	Number of Shares	Ownership Percentage
General Public	204,833	2.17%
Institutions	575,908	6.12%
Individual Insiders	8,636,933	91.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 97.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
91.7%	Jean Buttner	8,633,733	US$455.9m	0%	no data
1.37%	Neuberger Berman Investment Advisers LLC	128,596	US$6.8m	-2.72%	0.01%
0.98%	Dimensional Fund Advisors LP	91,939	US$4.9m	-10.1%	no data
0.86%	BlackRock, Inc.	80,628	US$4.3m	2.52%	no data
0.49%	GAMCO Investors, Inc.	46,308	US$2.4m	0%	0.01%
0.34%	Wells Fargo & Company, Securities and Brokerage Investments	32,154	US$1.7m	0%	no data
0.34%	Teton Advisors, LLC	31,800	US$1.7m	0%	0.65%
0.24%	Geode Capital Management, LLC	22,488	US$1.2m	-3.33%	no data
0.2%	Royce & Associates, LP	18,570	US$980.5k	0%	0.01%
0.18%	The Vanguard Group, Inc.	16,813	US$887.7k	4.23%	no data
0.17%	North Star Investment Management Corporation	16,100	US$850.1k	0%	0.06%
0.14%	State Street Global Advisors, Inc.	13,618	US$719.0k	-0.18%	no data
0.12%	Capital Investment Counsel Inc	11,274	US$595.3k	0%	0.08%
0.11%	Renaissance Technologies LLC	10,500	US$554.4k	2.94%	no data
0.094%	Northern Trust Global Investments	8,889	US$469.4k	2.92%	no data
0.08%	Citadel Advisors LLC	7,497	US$395.9k	0%	no data
0.076%	STRS Ohio	7,200	US$380.2k	0%	no data
0.069%	ValMark Advisers, Inc.	6,500	US$343.2k	0%	0.01%
0.065%	Oppenheimer Asset Management Inc.	6,145	US$324.5k	9.73%	no data
0.048%	Societe Generale, Securities Investments	4,510	US$238.1k	-27.4%	no data
0.025%	Morgan Stanley, Investment Banking and Brokerage Investments	2,383	US$125.8k	6.19%	no data
0.019%	Rhumbline Advisers Ltd Partnership	1,753	US$92.5k	25.4%	no data
0.017%	Howard Brecher	1,600	US$84.5k	0%	no data
0.015%	New York State Common Retirement Fund	1,374	US$72.5k	0%	no data
0.013%	JPMorgan Chase & Co, Brokerage and Securities Investments	1,199	US$63.3k	301%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 21:29
End of Day Share Price	2024/12/31 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Value Line, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution