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, Q1 2022
Institutional positions in Valley National Bancorp as of Mar 31, 2022. 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
- 316
- −2 vs. Q4 2021
- Shares held
- 272.9M
- +12.1M (+4.7%) vs. Q4 2021
- Total value
- $3.55B
- −$34.7M (−1.0%) vs. Q4 2021
- New holders
- 41
- 113 more added
- Sold out
- 43
- 78 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 22,964 | $275.0K | 0.02% | +22,964 | New |
| WealthPlan Investment Management, LLC | 22,964 | $275.0K | 0.02% | +22,964 | New |
| CIBC Private Wealth Group, LLC | 20,904 | $272.0K | 0.00% | +206+1.0% | Added |
| Smith Shellnut Wilson LLC | 20,371 | $265.0K | 0.14% | 00.0% | Unchanged |
| Leuthold Group, LLC | 20,149 | $262.0K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 19,982 | $260.0K | 0.00% | +19,129+2,242.6% | Added |
| Sax Wealth Advisors, LLC | 19,529 | $254.0K | 0.06% | −86−0.4% | Reduced |
| Cornercap Investment Counsel Inc | 19,263 | $251.0K | 0.03% | −614−3.1% | Reduced |
| Shufro Rose & Co LLC | 19,000 | $247.0K | 0.02% | −8,200−30.1% | Reduced |
| National Asset Management, Inc. | 18,925 | $247.0K | 0.01% | +18+0.1% | Added |
| South Dakota Investment Council | 18,900 | $246.0K | 0.00% | −4,200−18.2% | Reduced |
| First Republic Investment Management, Inc. | 18,218 | $237.0K | 0.00% | +5,340+41.5% | Added |
| Dynamic Technology Lab Private Ltd | 18,143 | $236.0K | 0.03% | −71,990−79.9% | Reduced |
| CWM Advisors, LLC | 18,130 | $236.0K | 0.03% | +96+0.5% | Added |
| Kestra Advisory Services, LLC | 17,330 | $226.0K | 0.00% | +201+1.2% | Added |
| CIBC Asset Management Inc | 17,079 | $222.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 17,000 | $221.0K | 0.01% | +17,000 | New |
| Veritable, L.P. | 16,318 | $212.0K | 0.00% | +57+0.4% | Added |
| Kore Private Wealth LLC | 16,099 | $210.0K | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,903 | $207.0K | 0.00% | +15,903 | New |
| Gables Capital Management Inc. | 15,620 | $203.0K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 15,420 | $201.0K | 0.04% | +503+3.4% | Added |
| Community Bank, N.A. | 15,356 | $200.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,955 | $195.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,807 | $194.0K | 0.00% | +3,069+26.1% | Added |
| Shell Asset Management Co | 14,402 | $188.0K | 0.00% | −2,123−12.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,834 | $180.0K | 0.00% | +13,834 | New |
| W Advisors, LLC | 13,339 | $174.0K | 0.13% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 13,325 | $173.0K | 0.07% | +777+6.2% | Added |
| Public Employees Retirement System of Ohio | 13,224 | $172.0K | 0.00% | +637+5.1% | Added |
| Cullen/Frost Bankers, Inc. | 13,000 | $169.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,947 | $169.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,859 | $167.0K | 0.00% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 12,758 | $166.0K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 12,645 | $164.6K | 0.04% | +12,645 | New |
| Pacer Advisors, Inc. | 12,529 | $163.0K | 0.00% | −29,700−70.3% | Reduced |
| Tower Research Capital LLC (TRC) | 12,538 | $163.0K | 0.00% | −19,443−60.8% | Reduced |
| Spire Wealth Management | 12,332 | $161.0K | 0.00% | −6,623−34.9% | Reduced |
| 1832 Asset Management L.P. | 12,440 | $160.0K | 0.00% | −9,428−43.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,265 | $160.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 12,227 | $159.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,232 | $159.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,202 | $159.0K | 0.00% | +598+5.2% | Added |
| Neo Ivy Capital Management | 11,828 | $154.0K | 0.14% | −2,545−17.7% | Reduced |
| Van Hulzen Asset Management, LLC | 11,800 | $154.0K | 0.02% | −1,000−7.8% | Reduced |
| Baldrige Asset Management LLC | 11,482 | $149.0K | 0.06% | +11,482 | New |
| Conning Inc. | 11,340 | $148.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11,132 | $145.0K | 0.04% | +27+0.2% | Added |
| Naples Global Advisors, LLC | 10,560 | $137.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,510 | $137.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,466 | $136.0K | 0.00% | −1,039−9.0% | Reduced |
| SFMG, LLC | 10,156 | $132.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,178 | $132.0K | 0.02% | +10,178 | New |
| M&T Bank Corp | 10,070 | $131.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 10,000 | $130.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 10,016 | $130.0K | 0.01% | +10,016 | New |
| Institutional & Family Asset Management, LLC | 9,429 | $123.0K | 0.02% | +75+0.8% | Added |
| Washington Trust Advisors, Inc. | 8,936 | $116.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,503 | $108.0K | 0.00% | +7,061+489.7% | Added |
| Ci Investments Inc. | 7,205 | $94.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,126 | $93.0K | 0.00% | −402−5.3% | Reduced |
| Estabrook Capital Management | 6,827 | $88.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 6,213 | $81.0K | 0.06% | +2,622+73.0% | Added |
| Key Financial Inc | 5,494 | $72.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,951 | $64.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $62.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,700 | $61.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,600 | $46.9K | 0.00% | +3,600 | New |
| Exchange Traded Concepts, LLC | 3,410 | $44.0K | 0.00% | +3,410 | New |
| Harvest Fund Management Co., Ltd | 3,330 | $43.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,152 | $41.0K | 0.06% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $41.0K | 0.04% | +3,200 | New |
| Baldwin Brothers Inc | 3,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,922 | $38.0K | 0.01% | −59−2.0% | Reduced |
| Quadrant Capital Group LLC | 2,567 | $33.0K | 0.00% | +182+7.6% | Added |
| Lindbrook Capital, LLC | 2,557 | $33.0K | 0.01% | +1,813+243.7% | Added |
| TCI Wealth Advisors, Inc. | 2,263 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,240 | $29.0K | 0.00% | +233+11.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $28.0K | 0.01% | −163−7.2% | Reduced |
| Parallel Advisors, LLC | 2,154 | $28.0K | 0.00% | +355+19.7% | Added |
| Ellevest, Inc. | 2,181 | $28.0K | 0.00% | +1,536+238.1% | Added |
| Meeder Asset Management Inc | 1,897 | $25.0K | 0.00% | +1,897 | New |
| US Bancorp | 1,629 | $22.0K | 0.00% | −263−13.9% | Reduced |
| Allworth Financial LP | 1,671 | $22.0K | 0.00% | +180+12.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,649 | $21.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,118 | $15.0K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 181,310 | $14.0K | 0.06% | +167,384+1,202.0% | Added |
| Northwestern Mutual Wealth Management Co | 960 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 765 | $9.96K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 578 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 465 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 346 | $5.00K | 0.00% | +273+374.0% | Added |
| Sageworth Trust Co of South Dakota | 287 | $4.00K | 0.01% | −1,274−81.6% | Reduced |
| Atwood & Palmer Inc | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 278 | $4.00K | 0.00% | +149+115.5% | Added |
| Covington Capital Management | 311 | $4.00K | 0.00% | +311 | New |
| Rockefeller Capital Management L.P. | 298 | $3.00K | 0.00% | −658−68.8% | Reduced |
| Montag A & Associates Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 199 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 165 | $2.00K | 0.00% | 00.0% | Unchanged |