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 2023
Institutional positions in Valley National Bancorp as of Mar 31, 2023. 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
- 333
- −8 vs. Q4 2022
- Shares held
- 306.8M
- +11.7M (+3.9%) vs. Q4 2022
- Total value
- $2.84B
- −$504.5M (−15.1%) vs. Q4 2022
- New holders
- 40
- 120 more added
- Sold out
- 48
- 101 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 22 | $204 | 0.00% | +22 | New |
| Tfo-TDC, LLC | 23 | $213 | 0.00% | +20+666.7% | Added |
| Horizon Investments, LLC | 25 | $231 | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 36 | $264 | 0.00% | +36 | New |
| Schubert & Co | 51 | $472 | 0.00% | −75−59.5% | Reduced |
| SJS Investment Consulting Inc. | 65 | $601 | 0.00% | −60−48.0% | Reduced |
| Massmutual Trust Co FSB | 68 | $628 | 0.00% | −189−73.5% | Reduced |
| Raffa Wealth Management, LLC | 83 | $767 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 97 | $896 | 0.00% | +32+49.2% | Added |
| Goodman Advisory Group, LLC | 100 | $924 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $1.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 137 | $1.27K | 0.00% | +101+280.6% | Added |
| Pinnacle Financial Partners Inc | 161 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 165 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 183 | $1.69K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 199 | $1.84K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 199 | $1.84K | 0.00% | +198+19,800.0% | Added |
| Bangor Savings Bank | 200 | $1.85K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $1.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $1.96K | 0.00% | −14−6.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 327 | $3.00K | 0.00% | +327 | New |
| SRS Capital Advisors, Inc. | 353 | $3.26K | 0.00% | −66−15.8% | Reduced |
| Manchester Capital Management LLC | 382 | $3.53K | 0.00% | +112+41.5% | Added |
| Bell Investment Advisors, Inc | 385 | $3.56K | 0.00% | +342+795.3% | Added |
| Buck Wealth Strategies, LLC | 432 | $3.99K | 0.00% | +432 | New |
| First Horizon Advisors, Inc. | 498 | $4.60K | 0.00% | −67−11.9% | Reduced |
| Cutler Group LP | 1,000 | $9.00K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,077 | $9.95K | 0.00% | +1,077 | New |
| McIlrath & Eck, LLC | 1,118 | $10.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,207 | $11.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,457 | $12.3K | 0.00% | +1,457 | New |
| Allworth Financial LP | 1,669 | $15.4K | 0.00% | +1,669 | New |
| Northwestern Mutual Wealth Management Co | 1,841 | $17.0K | 0.00% | +251+15.8% | Added |
| GWM Advisors LLC | 2,148 | $19.9K | 0.00% | −4,651−68.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,251 | $20.8K | 0.00% | −6−0.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,286 | $21.1K | 0.00% | +2+0.1% | Added |
| FNY Investment Advisers, LLC | 2,437 | $22.0K | 0.03% | −763−23.8% | Reduced |
| International Assets Investment Management, LLC | 2,437 | $22.5K | 0.00% | +2,437 | New |
| Lindbrook Capital, LLC | 2,716 | $25.1K | 0.00% | +1,381+103.4% | Added |
| Baldwin Brothers Inc | 3,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,070 | $28.4K | 0.02% | +2,040+198.1% | Added |
| Norwood Financial Corp | 3,152 | $29.1K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,600 | $33.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,813 | $35.2K | 0.01% | +405+11.9% | Added |
| US Bancorp | 3,957 | $36.6K | 0.00% | +1,135+40.2% | Added |
| Ronald Blue Trust, Inc. | 3,501 | $40.0K | 0.00% | +3,121+821.3% | Added |
| Sandy Spring Bank | 4,381 | $40.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $44.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,951 | $45.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,017 | $46.0K | 0.00% | +193+4.0% | Added |
| Parallel Advisors, LLC | 5,013 | $46.3K | 0.00% | +3,444+219.5% | Added |
| Advisors Asset Management, Inc. | 5,262 | $48.6K | 0.00% | +110+2.1% | Added |
| Ci Investments Inc. | 5,427 | $50.0K | 0.00% | +429+8.6% | Added |
| Key Financial Inc | 5,494 | $50.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,666 | $52.4K | 0.00% | +731+14.8% | Added |
| CWM, LLC | 5,762 | $53.0K | 0.00% | −2,474−30.0% | Reduced |
| Quadrant Capital Group LLC | 5,793 | $53.5K | 0.01% | −1,289−18.2% | Reduced |
| Prestige Wealth Management Group LLC | 5,732 | $53.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,349 | $56.2K | 0.00% | +28+0.6% | Added |
| Knott David M Jr | 6,400 | $59.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 6,827 | $63.1K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,836 | $63.2K | 0.00% | +1,385+25.4% | Added |
| Belpointe Asset Management LLC | 7,990 | $73.8K | 0.00% | +1,114+16.2% | Added |
| Advisory Services Network, LLC | 8,665 | $80.1K | 0.00% | +1,700+24.4% | Added |
| Washington Trust Advisors, Inc. | 8,936 | $82.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,331 | $86.0K | 0.00% | +6,438+222.5% | Added |
| Shell Asset Management Co | 9,433 | $87.0K | 0.00% | −32−0.3% | Reduced |
| Coldstream Capital Management Inc | 10,006 | $92.5K | 0.00% | +10,006 | New |
| SFMG, LLC | 10,156 | $93.8K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 10,187 | $94.1K | 0.05% | +10,187 | New |
| Alps Advisors Inc | 10,215 | $94.4K | 0.00% | +10,215 | New |
| Wealth Quarterback LLC | 10,298 | $95.2K | 0.08% | +83+0.8% | Added |
| CIBC Asset Management Inc | 11,179 | $103.3K | 0.00% | −1,660−12.9% | Reduced |
| Resources Investment Advisors, LLC. | 11,291 | $104.3K | 0.00% | +11,291 | New |
| Breakwater Capital Group | 11,295 | $104.4K | 0.04% | −460−3.9% | Reduced |
| Bank of Nova Scotia | 11,334 | $104.7K | 0.00% | +11,334 | New |
| Covestor Ltd | 11,322 | $105.0K | 0.09% | +6,104+117.0% | Added |
| Baldrige Asset Management LLC | 11,482 | $106.0K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,609 | $107.3K | 0.04% | +11,609 | New |
| Van Hulzen Asset Management, LLC | 11,800 | $109.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,927 | $110.2K | 0.00% | +263+2.3% | Added |
| Forum Financial Management, LP | 12,232 | $113.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,332 | $113.5K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 12,482 | $115.3K | 0.00% | −175,765−93.4% | Reduced |
| Private Portfolio Partners LLC | 12,500 | $115.5K | 0.03% | −148−1.2% | Reduced |
| Easterly Investment Partners LLC | 12,759 | $117.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 12,902 | $119.2K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,000 | $120.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,023 | $120.3K | 0.00% | +13,023 | New |
| W Advisors, LLC | 13,339 | $123.3K | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,425 | $124.0K | 0.00% | −13,268−49.7% | Reduced |
| Avantax Planning Partners, Inc. | 13,589 | $125.6K | 0.01% | +411+3.1% | Added |
| Kestra Advisory Services, LLC | 13,630 | $125.9K | 0.00% | −6,643−32.8% | Reduced |
| National Asset Management, Inc. | 14,156 | $132.4K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 14,500 | $134.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,999 | $138.6K | 0.00% | +595+4.1% | Added |
| Transcend Wealth Collective, LLC | 15,228 | $140.7K | 0.01% | −277−1.8% | Reduced |
| Axq Capital, LP | 15,600 | $144.1K | 0.06% | +15,600 | New |
| Gables Capital Management Inc. | 15,620 | $144.3K | 0.10% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $147.6K | 0.08% | 00.0% | Unchanged |