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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 26,693 | $301.9K | 0.00% | −1,408−5.0% | Reduced |
| First National Trust Co | 26,630 | $301.2K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 26,137 | $295.6K | 0.00% | +26,137 | New |
| Sax Wealth Advisors, LLC | 26,104 | $295.2K | 0.07% | +4,215+19.3% | Added |
| Natixis Advisors, L.P. | 26,054 | $295.0K | 0.00% | +26,054 | New |
| Los Angeles Capital Management LLC | 26,050 | $294.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 26,354 | $294.1K | 0.00% | +3,459+15.1% | Added |
| Henshaw Capital LLC | 25,219 | $285.2K | 0.02% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 25,153 | $284.5K | 0.14% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 22,964 | $283.4K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 22,964 | $283.4K | 0.02% | +22,964 | New |
| Rodgers & Associates, LTD | 25,000 | $282.8K | 0.05% | −2,000−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,683 | $279.0K | 0.00% | −382−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 24,575 | $278.0K | 0.01% | +27+0.1% | Added |
| Wade G W & Inc | 24,464 | $277.0K | 0.01% | −502−2.0% | Reduced |
| Highlander Capital Management, LLC | 23,862 | $270.0K | 0.14% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 23,502 | $265.8K | 0.04% | −125,438−84.2% | Reduced |
| Gladstone Institutional Advisory LLC | 23,464 | $265.4K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $263.0K | 0.05% | +23,029 | New |
| Tiaa, FSB | 23,082 | $261.1K | 0.00% | −1,000−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,000 | $260.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,915 | $259.0K | 0.01% | −45,185−66.4% | Reduced |
| Change Path, LLC | 22,867 | $259.0K | 0.01% | +22,867 | New |
| Shufro Rose & Co LLC | 22,500 | $254.5K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,100 | $250.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 22,020 | $249.0K | 0.00% | +22,020 | New |
| Shelton Capital Management | 21,550 | $243.7K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 21,523 | $243.0K | 0.00% | −82,688−79.3% | Reduced |
| IMS Capital Management | 21,400 | $242.0K | 0.15% | +21,400 | New |
| CWM Advisors, LLC | 20,864 | $236.0K | 0.03% | +1,700+8.9% | Added |
| Versor Investments LP | 20,434 | $231.1K | 0.02% | −30,300−59.7% | Reduced |
| Kestra Advisory Services, LLC | 20,273 | $229.3K | 0.00% | +2,910+16.8% | Added |
| Veritable, L.P. | 19,071 | $215.7K | 0.00% | +2,635+16.0% | Added |
| South Dakota Investment Council | 18,900 | $214.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 18,766 | $212.2K | 0.00% | +778+4.3% | Added |
| JustInvest LLC | 18,439 | $208.5K | 0.01% | +18,439 | New |
| Guggenheim Capital LLC | 18,027 | $203.9K | 0.00% | −9,879−35.4% | Reduced |
| NinePointTwo Capital | 17,689 | $200.0K | 0.08% | +17,689 | New |
| Tompkins Financial Corp | 16,075 | $182.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $180.7K | 0.11% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15,620 | $176.7K | 0.13% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 15,505 | $175.4K | 0.02% | +550+3.7% | Added |
| Magnetar Financial LLC | 15,313 | $173.0K | 0.00% | +15,313 | New |
| Old National Bancorp | 15,116 | $171.0K | 0.01% | −3,523−18.9% | Reduced |
| Prudent Man Advisors, LLC | 14,907 | $169.0K | 0.07% | +2,049+15.9% | Added |
| Boston Trust Walden Corp | 14,524 | $164.3K | 0.00% | −14,525−50.0% | Reduced |
| Grimes & Company, Inc. | 14,500 | $164.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,404 | $163.0K | 0.00% | +117+0.8% | Added |
| National Asset Management, Inc. | 14,156 | $161.7K | 0.00% | −188−1.3% | Reduced |
| Creative Planning | 14,142 | $159.9K | 0.00% | −3,290−18.9% | Reduced |
| Gotham Asset Management, LLC | 14,077 | $159.2K | 0.00% | +14,077 | New |
| M&T Bank Corp | 13,563 | $153.7K | 0.00% | −1,174−8.0% | Reduced |
| W Advisors, LLC | 13,339 | $150.9K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,178 | $149.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 12,902 | $145.9K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,839 | $145.2K | 0.00% | −3,076−19.3% | Reduced |
| Easterly Investment Partners LLC | 12,759 | $144.3K | 0.01% | +10.0% | Added |
| Private Portfolio Partners LLC | 12,648 | $143.0K | 0.04% | +20.0% | Added |
| Spire Wealth Management | 12,332 | $139.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,232 | $138.3K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 12,210 | $138.1K | 0.01% | +12,210 | New |
| Van Hulzen Asset Management, LLC | 11,800 | $133.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 11,755 | $132.9K | 0.07% | +11,755 | New |
| AE Wealth Management LLC | 11,664 | $131.9K | 0.00% | +470+4.2% | Added |
| 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 |
| Bridgefront Capital, LLC | 11,452 | $129.5K | 0.09% | +11,452 | New |
| FMR LLC | 11,205 | $126.7K | 0.00% | −1,658−12.9% | Reduced |
| Wolverine Trading, LLC | 10,786 | $122.0K | 0.00% | +10,786 | New |
| Wealth Quarterback LLC | 10,215 | $115.5K | 0.10% | +86+0.8% | Added |
| SFMG, LLC | 10,156 | $114.9K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,465 | $107.0K | 0.00% | −2,002−17.5% | Reduced |
| Aquatic Capital Management LLC | 9,100 | $103.0K | 0.01% | +9,100 | New |
| Washington Trust Advisors, Inc. | 8,936 | $101.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,236 | $93.0K | 0.00% | +1,794+27.8% | Added |
| Quadrant Capital Group LLC | 7,082 | $80.1K | 0.01% | +1,367+23.9% | Added |
| Advisory Services Network, LLC | 6,965 | $78.8K | 0.00% | +6,965 | New |
| Belpointe Asset Management LLC | 6,876 | $77.8K | 0.00% | +6,876 | New |
| Estabrook Capital Management | 6,827 | $77.2K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 6,400 | $72.0K | 0.03% | −25,600−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 5,732 | $65.5K | 0.02% | +300+5.5% | Added |
| Exchange Traded Concepts, LLC | 5,451 | $61.7K | 0.00% | +1,799+49.3% | Added |
| Key Financial Inc | 5,494 | $59.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 5,218 | $59.0K | 0.05% | −1,791−25.6% | Reduced |
| Advisors Asset Management, Inc. | 5,152 | $58.3K | 0.00% | +1,631+46.3% | Added |
| Ci Investments Inc. | 4,998 | $57.0K | 0.00% | +1,120+28.9% | Added |
| Harbor Investment Advisory, LLC | 4,951 | $56.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,935 | $55.8K | 0.00% | +18+0.4% | Added |
| 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 |
| High Net Worth Advisory Group LLC | 4,700 | $53.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,381 | $49.5K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,444 | $49.1K | 0.02% | +4,444 | New |
| Nomura Asset Management Co Ltd | 3,600 | $40.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,408 | $38.5K | 0.01% | +425+14.2% | Added |
| GWM Advisors LLC | 6,799 | $38.5K | 0.00% | +6,799 | New |
| Harvest Fund Management Co., Ltd | 3,330 | $37.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $36.0K | 0.05% | 00.0% | Unchanged |