Value Line

VALU · NASDAQ

$41.45−$0.60 (−1.43%)TodayMarket closed ·
Prev close $42.05

Who owns VALU

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 96.7% of VALU’s shares.

  • Arnold Bernhard & Co.92.0%
  • Neuberger Berman, LLC1.3%
  • BlackRock Institutional Trust Company, N.A.0.9%
  • Dimensional Fund Advisors, L.P.0.5%
  • Next 6 largest institutions1.9%
  • All other shareholders3.3%
Top institutional holders of VALU
HolderShares% of shares
Arnold Bernhard & Co.8.63M92.04%
Neuberger Berman, LLC120.11K1.28%
BlackRock Institutional Trust Company, N.A.85.21K0.91%
Dimensional Fund Advisors, L.P.50.94K0.54%
Gabelli Funds, LLC46.31K0.49%
Teton Advisors, Inc.31.30K0.33%
Teton Advisors, LLC29.96K0.32%
Wells Fargo Advisors26.15K0.28%
Geode Capital Management, L.L.C.23.77K0.25%
Oppenheimer Asset Management Inc.21.02K0.22%

Largest mutual fund holders

Top mutual fund holders of VALU
HolderShares% of shares
Gabelli Small Cap Growth Fund34.31K0.37%
TETON Westwood Mighty Mites Fund29.96K0.32%
iShares Russell 2000 ETF28.04K0.30%
DFA US Small Cap Portfolio16.52K0.18%
North Star Dividend Fund16.10K0.17%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $6.78K (1 trade) of VALU on the open market, with no sales.

Latest VALU insider transactions
InsiderTypeSharesValue
BRECHER HOWARD ABuy200$6.78K

Short interest

Settled Sep 30, 2026

Shares short
14.66K
Days to cover
5.19
% of shares outstanding
0.16%
Average daily volume
2.82K
Change since last report
−10.2%

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