VALU (Value Line) Institutional Ownership: 5.42% (As of Aug. 06, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

VALU Value Line Inc VALU
72 GF Score
Price $36.00
GF Value $36.23
Valuation Fairly Valued
! 3 Warning Signs
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What is Value Line Institutional Ownership?

Value Line VALU +2.16% 72 Institutional Ownership is 5.42% as of Aug. 06, 2026. GuruFocus rates VALU with a GF Score™ of 72/100 and a GF Value™ of $36.23 (Fairly Valued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Value Line's institutional ownership is 5.42%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Value Line's Insider Ownership is 0.05%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Value Line's Float Percentage Of Total Shares Outstanding is 7.96%.

Value Line Institutional Ownership Historical Data

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The historical data trend for Value Line's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Value Line Institutional Ownership Chart

Value Line Historical Data

The historical data trend for Value Line can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 3.02 3.02 3.01 2.97 2.97 2.97 2.94 2.94 3.05 3.07
VALU
72GF Score
Value Line Inc VALU
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Value Line Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 5.42% mean?
Value Line (VALU) has a Institutional Ownership of 5.42% as of Aug. 06, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Value Line and its competitors.
Is Value Line's Institutional Ownership too high?
Value Line's current Institutional Ownership is 5.42%. Overall, Value Line has a GF Score™ of 72/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Value Line's Institutional Ownership compare to DTCX and OTCM?
Value Line's Institutional Ownership of 5.42% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Value Line and its competitors. Value Line's current Institutional Ownership is 5.42%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Value Line stock overvalued right now?
Based on GuruFocus' analysis, Value Line (VALU) is currently considered Fairly Valued. The stock's GF Value™ is $36.23, compared to a current price of $36.00 — trading 0.6% below its estimated fair value. The current Institutional Ownership is 5.42%. Value Line's overall GF Score™ is 72/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Value Line (VALU), the current Institutional Ownership is 5.42% as of Aug. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Value Line (VALU) Overvalued in 2026?

Based on GuruFocus' analysis, Value Line stock appears to be undervalued. The current stock price of $36.00 is trading 0.6% below its estimated GF Value™ of $36.23. GuruFocus considers Value Line to be Fairly Valued.

Key valuation signals for VALU:

  • Institutional Ownership: 5.42%
  • GF Value™: $36.23 vs. price of $36.00 (0.6% below fair value)
  • GF Score™: 72/100 with 3 warning signs

No single metric tells the full story. See the VALU stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Value Line Business Description

Address 551 Fifth Avenue, 3rd Floor, New York, NY, USA, 10176-0001
Value Line Inc is a U.S based company. It produces investment periodicals based on underlying research and making available copyright data, including ranking system and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company markets under brands including Value Line, the Value Line logo, The Value Line Investment Survey, Smart Research, Smarter Investing and a trusted name in Investment Research. Its only operating segment being Publishing.
72GF Score

Get the complete analysis for VALU

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$36.00
Price
$36.23
GF Value