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 2022
Institutional positions in Valley National Bancorp as of Dec 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
- 346
- +20 vs. Q3 2022
- Shares held
- 295.6M
- +14.4M (+5.1%) vs. Q3 2022
- Total value
- $3.35B
- +$304.3M (+10.0%) vs. Q3 2022
- New holders
- 44
- 131 more added
- Sold out
- 24
- 90 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 24 | $0 | 0.00% | +19+380.0% | Added |
| NewSquare Capital LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,973 | $147 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 36 | $407 | 0.00% | +36 | New |
| Tfo-TDC, LLC | 3 | $423 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 43 | $486 | 0.00% | +1+2.4% | Added |
| Farther Finance Advisors, LLC | 43 | $486 | 0.00% | +43 | New |
| Disciplined Investments, LLC | 65 | $735 | 0.00% | −18−21.7% | Reduced |
| Raffa Wealth Management, LLC | 83 | $939 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 30 | $1.00K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 112 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 125 | $1.41K | 0.00% | +18+16.8% | Added |
| Schubert & Co | 126 | $1.43K | 0.00% | +1+0.8% | Added |
| Pinnacle Financial Partners Inc | 161 | $1.82K | 0.00% | +161 | New |
| Glassman Wealth Services | 165 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $2.00K | 0.00% | −200−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 183 | $2.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 199 | $2.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $2.26K | 0.00% | −200−50.0% | Reduced |
| Montag A & Associates Inc | 200 | $2.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 226 | $2.56K | 0.00% | +63+38.7% | Added |
| Massmutual Trust Co FSB | 257 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 270 | $3.05K | 0.00% | −34−11.2% | Reduced |
| Meeder Asset Management Inc | 320 | $3.62K | 0.00% | −1,620−83.5% | Reduced |
| Ronald Blue Trust, Inc. | 380 | $4.00K | 0.00% | −426−52.9% | Reduced |
| SRS Capital Advisors, Inc. | 419 | $4.74K | 0.00% | −179−29.9% | Reduced |
| First Horizon Advisors, Inc. | 565 | $6.39K | 0.00% | +565 | New |
| Corrado Advisors, LLC | 600 | $6.79K | 0.00% | +600 | New |
| Quarry LP | 1,030 | $11.6K | 0.01% | +1,030 | New |
| McIlrath & Eck, LLC | 1,118 | $12.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,184 | $13.4K | 0.01% | +1,184 | New |
| State of Wyoming | 1,206 | $13.6K | 0.00% | −4,134−77.4% | Reduced |
| Riverview Trust Co | 1,207 | $14.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,272 | $14.0K | 0.01% | +1,272 | New |
| Lindbrook Capital, LLC | 1,335 | $15.1K | 0.00% | +555+71.2% | Added |
| Parallel Advisors, LLC | 1,569 | $17.7K | 0.00% | +17+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,590 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,257 | $25.5K | 0.00% | −55−2.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,284 | $25.8K | 0.01% | +2+0.1% | Added |
| Group One Trading, L.P. | 2,446 | $27.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,822 | $31.9K | 0.00% | +295+11.7% | Added |
| Bessemer Group Inc | 2,893 | $33.0K | 0.00% | +270+10.3% | Added |
| Baldwin Brothers Inc | 3,000 | $33.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,152 | $35.6K | 0.06% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $36.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,330 | $37.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,799 | $38.5K | 0.00% | +6,799 | New |
| Parkside Financial Bank & Trust | 3,408 | $38.5K | 0.01% | +425+14.2% | Added |
| Nomura Asset Management Co Ltd | 3,600 | $40.7K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,444 | $49.1K | 0.02% | +4,444 | New |
| Sandy Spring Bank | 4,381 | $49.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $53.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,700 | $53.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,824 | $55.0K | 0.00% | −9,806−67.0% | Reduced |
| IFP Advisors, Inc | 4,321 | $55.0K | 0.00% | +29+0.7% | Added |
| Signaturefd, LLC | 4,935 | $55.8K | 0.00% | +18+0.4% | Added |
| Harbor Investment Advisory, LLC | 4,951 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,998 | $57.0K | 0.00% | +1,120+28.9% | Added |
| Advisors Asset Management, Inc. | 5,152 | $58.3K | 0.00% | +1,631+46.3% | Added |
| Covestor Ltd | 5,218 | $59.0K | 0.05% | −1,791−25.6% | Reduced |
| Key Financial Inc | 5,494 | $59.3K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,451 | $61.7K | 0.00% | +1,799+49.3% | Added |
| Prestige Wealth Management Group LLC | 5,732 | $65.5K | 0.02% | +300+5.5% | Added |
| Knott David M Jr | 6,400 | $72.0K | 0.03% | −25,600−80.0% | Reduced |
| Estabrook Capital Management | 6,827 | $77.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,876 | $77.8K | 0.00% | +6,876 | New |
| Advisory Services Network, LLC | 6,965 | $78.8K | 0.00% | +6,965 | New |
| Quadrant Capital Group LLC | 7,082 | $80.1K | 0.01% | +1,367+23.9% | Added |
| CWM, LLC | 8,236 | $93.0K | 0.00% | +1,794+27.8% | Added |
| Washington Trust Advisors, Inc. | 8,936 | $101.1K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,100 | $103.0K | 0.01% | +9,100 | New |
| Shell Asset Management Co | 9,465 | $107.0K | 0.00% | −2,002−17.5% | Reduced |
| SFMG, LLC | 10,156 | $114.9K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,215 | $115.5K | 0.10% | +86+0.8% | Added |
| Wolverine Trading, LLC | 10,786 | $122.0K | 0.00% | +10,786 | New |
| FMR LLC | 11,205 | $126.7K | 0.00% | −1,658−12.9% | Reduced |
| Bridgefront Capital, LLC | 11,452 | $129.5K | 0.09% | +11,452 | New |
| Baldrige Asset Management LLC | 11,482 | $130.0K | 0.06% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11,460 | $130.0K | 0.01% | +11,460 | New |
| AE Wealth Management LLC | 11,664 | $131.9K | 0.00% | +470+4.2% | Added |
| Breakwater Capital Group | 11,755 | $132.9K | 0.07% | +11,755 | New |
| Van Hulzen Asset Management, LLC | 11,800 | $133.0K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 12,210 | $138.1K | 0.01% | +12,210 | New |
| Forum Financial Management, LP | 12,232 | $138.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,332 | $139.0K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 12,648 | $143.0K | 0.04% | +20.0% | Added |
| Easterly Investment Partners LLC | 12,759 | $144.3K | 0.01% | +10.0% | Added |
| CIBC Asset Management Inc | 12,839 | $145.2K | 0.00% | −3,076−19.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,902 | $145.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,178 | $149.0K | 0.01% | 00.0% | Unchanged |
| W Advisors, LLC | 13,339 | $150.9K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 13,563 | $153.7K | 0.00% | −1,174−8.0% | Reduced |
| Gotham Asset Management, LLC | 14,077 | $159.2K | 0.00% | +14,077 | New |
| Creative Planning | 14,142 | $159.9K | 0.00% | −3,290−18.9% | Reduced |
| National Asset Management, Inc. | 14,156 | $161.7K | 0.00% | −188−1.3% | Reduced |
| Baird Financial Group, Inc. | 14,404 | $163.0K | 0.00% | +117+0.8% | Added |
| Grimes & Company, Inc. | 14,500 | $164.0K | 0.01% | 00.0% | Unchanged |