Valley National Bancorp
VLY- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000714310
No open-market purchases or sales by Valley National Bancorp insiders were filed in the last 90 days; 475 institutions reported holding it in 13F filings for Q2 2026, worth $6.22B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Valley National Bancorp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 321
- +19 vs. Q3 2021
- Shares held
- 260.8M
- −145.2K (−0.1%) vs. Q3 2021
- Total value
- $3.59B
- +$114.1M (+3.3%) vs. Q3 2021
- New holders
- 50
- 96 more added
- Sold out
- 31
- 106 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 475 | $6.22B |
| Q1 2026 | 468 | $5.03B |
| Q4 2025 | 456 | $4.87B |
| Q3 2025 | 408 | $4.31B |
| Q2 2025 | 396 | $3.49B |
| Q1 2025 | 381 | $3.56B |
| Q4 2024 | 376 | $3.49B |
| Q3 2024 | 352 | $3.01B |
| Q2 2024 | 353 | $2.35B |
| Q1 2024 | 362 | $2.60B |
| Q4 2023 | 336 | $3.37B |
| Q3 2023 | 324 | $2.66B |
| Q2 2023 | 330 | $2.43B |
| Q1 2023 | 333 | $2.84B |
| Q4 2022 | 346 | $3.35B |
| Q3 2022 | 333 | $3.05B |
| Q2 2022 | 346 | $2.92B |
| Q1 2022 | 316 | $3.55B |
| Q4 2021 | 321 | $3.59B |
| Q3 2021 | 310 | $3.48B |
| Q2 2021 | 290 | $3.49B |
| Q1 2021 | 289 | $3.58B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 33 | $0 | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $1.00K | 0.00% | +37 | New |
| Schubert & Co | 62 | $1.00K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 83 | $1.14K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 157 | $2.00K | 0.00% | +1+0.6% | Added |
| Glassman Wealth Services | 165 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 129 | $2.00K | 0.00% | +129 | New |
| Delos Wealth Advisors, LLC | 158 | $2.00K | 0.00% | +158 | New |
| Montag A & Associates Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 199 | $3.00K | 0.00% | +199 | New |
| Atwood & Palmer Inc | 340 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 470 | $6.00K | 0.00% | −1,566−76.9% | Reduced |
| South State Corp. | 465 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 578 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 645 | $9.00K | 0.00% | −61−8.6% | Reduced |
| Lindbrook Capital, LLC | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 748 | $10.0K | 0.00% | +748 | New |
| American Portfolios Advisors | 765 | $10.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 853 | $12.0K | 0.00% | +83+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 960 | $13.0K | 0.00% | −12,294−92.8% | Reduced |
| Dark Forest Capital Management LP | 961 | $13.0K | 0.00% | −549−36.4% | Reduced |
| Rockefeller Capital Management L.P. | 956 | $13.0K | 0.00% | +924+2,887.5% | Added |
| Fieldpoint Private Securities, LLC | 1,035 | $14.0K | 0.00% | +580+127.5% | Added |
| McIlrath & Eck, LLC | 1,118 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,442 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,491 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,561 | $21.0K | 0.03% | +1,561 | New |
| Ahl Investment Management, Inc. | 1,500 | $21.0K | 0.02% | +1,500 | New |
| Fortitude Advisory Group L.L.C. | 1,649 | $23.0K | 0.01% | +1,649 | New |
| Acadian Asset Management LLC | 1,771 | $24.0K | 0.00% | +1,771 | New |
| Parallel Advisors, LLC | 1,799 | $25.0K | 0.00% | +344+23.6% | Added |
| US Bancorp | 1,892 | $26.0K | 0.00% | +173+10.1% | Added |
| CWM, LLC | 2,007 | $28.0K | 0.00% | +2,007 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,278 | $31.0K | 0.01% | +163+7.7% | Added |
| TCI Wealth Advisors, Inc. | 2,263 | $31.0K | 0.00% | +505+28.7% | Added |
| Quadrant Capital Group LLC | 2,385 | $33.0K | 0.00% | +372+18.5% | Added |
| Parkside Financial Bank & Trust | 2,981 | $41.0K | 0.01% | −295−9.0% | Reduced |
| Baldwin Brothers Inc | 3,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,991 | $41.0K | 0.00% | +107+3.7% | Added |
| Norwood Financial Corp | 3,152 | $43.0K | 0.06% | +3,152 | New |
| Harvest Fund Management Co., Ltd | 3,330 | $45.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,591 | $49.0K | 0.07% | +3,591 | New |
| Geneos Wealth Management Inc. | 4,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $65.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,700 | $65.0K | 0.02% | +4,700 | New |
| Harbor Investment Advisory, LLC | 4,951 | $68.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 5,494 | $76.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 6,827 | $93.9K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,000 | $96.0K | 0.00% | +7,000 | New |
| Ci Investments Inc. | 7,205 | $99.0K | 0.00% | −4,224−37.0% | Reduced |
| Signaturefd, LLC | 7,528 | $104.0K | 0.00% | +721+10.6% | Added |
| Washington Trust Advisors, Inc. | 8,936 | $123.0K | 0.01% | +8,936 | New |
| Circle Wealth Management, LLC | 9,210 | $127.0K | 0.02% | +9,210 | New |
| Institutional & Family Asset Management, LLC | 9,354 | $129.0K | 0.02% | +75+0.8% | Added |
| Knott David M Jr | 9,600 | $132.0K | 0.05% | +9,600 | New |
| Cowa, LLC | 10,000 | $138.0K | 0.07% | 00.0% | Unchanged |
| M&T Bank Corp | 10,070 | $139.0K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 10,156 | $140.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,373 | $143.0K | 0.03% | +10,373 | New |
| Naples Global Advisors, LLC | 10,560 | $145.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,510 | $145.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,080 | $152.0K | 0.01% | +11,080 | New |
| Prestige Wealth Management Group LLC | 11,105 | $153.0K | 0.04% | +23+0.2% | Added |
| Pearl River Capital, LLC | 11,237 | $155.0K | 0.04% | +11,237 | New |
| Conning Inc. | 11,340 | $156.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,505 | $158.0K | 0.00% | +11,505 | New |
| AE Wealth Management LLC | 11,604 | $160.0K | 0.00% | +11,604 | New |
| Captrust Financial Advisors | 11,738 | $163.0K | 0.00% | −599−4.9% | Reduced |
| Kings Point Capital Management | 12,227 | $168.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,232 | $168.0K | 0.01% | +12,232 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,265 | $169.0K | 0.03% | +12,265 | New |
| HighTower Advisors, LLC | 12,333 | $170.0K | 0.00% | +1,479+13.6% | Added |
| Altium Wealth Management LLC | 12,483 | $172.0K | 0.01% | +1,781+16.6% | Added |
| Public Employees Retirement System of Ohio | 12,587 | $173.0K | 0.00% | +77+0.6% | Added |
| Prudent Man Advisors, LLC | 12,548 | $173.0K | 0.07% | +12,548 | New |
| Easterly Investment Partners LLC | 12,758 | $175.0K | 0.01% | +12,758 | New |
| Van Hulzen Asset Management, LLC | 12,800 | $176.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,878 | $177.0K | 0.00% | +64+0.5% | Added |
| Private Advisor Group, LLC | 12,859 | $177.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,947 | $178.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,000 | $179.0K | 0.00% | 00.0% | Unchanged |
| W Advisors, LLC | 13,339 | $183.0K | 0.14% | +13,339 | New |
| Advisor Group Holdings, Inc. | 14,002 | $192.0K | 0.00% | −4,798−25.5% | Reduced |
| CFS Investment Advisory Services, LLC | 13,926 | $194.0K | 0.03% | +78+0.6% | Added |
| Neo Ivy Capital Management | 14,373 | $198.0K | 0.28% | +14,373 | New |
| Quadrature Capital Ltd | 14,473 | $199.0K | 0.01% | −35,941−71.3% | Reduced |
| Paragon Capital Management Ltd | 14,917 | $205.0K | 0.03% | −177−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 14,955 | $206.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 15,356 | $211.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15,620 | $215.0K | 0.13% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 16,099 | $221.0K | 0.03% | −856−5.0% | Reduced |
| Paloma Partners Management Co | 16,255 | $224.0K | 0.01% | +16,255 | New |
| Veritable, L.P. | 16,261 | $224.0K | 0.00% | +16,261 | New |
| Shell Asset Management Co | 16,525 | $227.0K | 0.00% | +53+0.3% | Added |
| CIBC Asset Management Inc | 17,079 | $235.0K | 0.00% | −487−2.8% | Reduced |
| Kestra Advisory Services, LLC | 17,129 | $236.0K | 0.00% | −328,047−95.0% | Reduced |