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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 16,075 | $148.5K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 16,581 | $153.2K | 0.00% | −2,490−13.1% | Reduced |
| Envestnet Asset Management Inc | 16,652 | $153.9K | 0.00% | −11,865−41.6% | Reduced |
| First Republic Investment Management, Inc. | 16,745 | $154.7K | 0.00% | −2,021−10.8% | Reduced |
| NinePointTwo Capital | 17,689 | $163.0K | 0.06% | 00.0% | Unchanged |
| Inceptionr LLC | 17,859 | $165.0K | 0.05% | −21,683−54.8% | Reduced |
| Simplex Trading, LLC | 18,065 | $166.0K | 0.01% | +18,065 | New |
| Aigen Investment Management, LP | 19,128 | $176.7K | 0.02% | +19,128 | New |
| Petrus Trust Company, LTA | 19,520 | $180.4K | 0.02% | +19,520 | New |
| Connable Office Inc | 19,694 | $182.0K | 0.03% | +19,694 | New |
| Creative Planning | 20,230 | $186.9K | 0.00% | +6,088+43.0% | Added |
| Versor Investments LP | 20,234 | $187.0K | 0.02% | −200−1.0% | Reduced |
| Farther Finance Advisors, LLC | 20,376 | $188.3K | 0.06% | +20,333+47,286.0% | Added |
| Shelton Capital Management | 21,550 | $199.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 21,600 | $199.6K | 0.01% | −500−2.3% | Reduced |
| Tiaa, FSB | 22,082 | $204.0K | 0.00% | −1,000−4.3% | Reduced |
| Shufro Rose & Co LLC | 22,500 | $207.9K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 22,659 | $209.4K | 0.01% | −4,312−16.0% | Reduced |
| JustInvest LLC | 22,748 | $210.2K | 0.01% | +4,309+23.4% | Added |
| Bailard, Inc. | 22,759 | $210.3K | 0.01% | +22,759 | New |
| Change Path, LLC | 22,867 | $211.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 22,964 | $212.2K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,000 | $212.5K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $215.3K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 23,773 | $219.7K | 0.01% | +23,773 | New |
| Highlander Capital Management, LLC | 23,862 | $220.0K | 0.11% | 00.0% | Unchanged |
| Wade G W & Inc | 24,464 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,683 | $228.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 24,926 | $230.3K | 0.00% | +6,899+38.3% | Added |
| Rodgers & Associates, LTD | 25,000 | $231.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,972 | $231.0K | 0.01% | +24,972 | New |
| Strategic Family Wealth Counselors, L.L.C. | 25,153 | $232.4K | 0.11% | 00.0% | Unchanged |
| Henshaw Capital LLC | 25,219 | $233.0K | 0.01% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 25,503 | $235.6K | 0.29% | +25,503 | New |
| CM Wealth Advisors LLC | 27,632 | $237.0K | 0.05% | +27,632 | New |
| Evergreen Capital Management LLC | 25,646 | $237.3K | 0.01% | +25,646 | New |
| Virtus Investment Advisers, Inc. | 25,952 | $239.8K | 0.17% | −1,014−3.8% | Reduced |
| Drive Wealth Management, LLC | 25,770 | $241.0K | 0.10% | −3,487−11.9% | Reduced |
| Sax Wealth Advisors, LLC | 26,333 | $243.3K | 0.05% | +229+0.9% | Added |
| First National Trust Co | 26,630 | $246.1K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 26,683 | $246.6K | 0.01% | −18,402−40.8% | Reduced |
| Cim Investment Mangement Inc | 27,213 | $251.4K | 0.09% | −12,204−31.0% | Reduced |
| Crossmark Global Holdings, Inc. | 27,419 | $253.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27,915 | $257.9K | 0.24% | −28,800−50.8% | Reduced |
| HighTower Advisors, LLC | 28,339 | $263.0K | 0.00% | −4,056−12.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 28,947 | $267.5K | 0.17% | +60.0% | Added |
| HSBC Holdings PLC | 29,144 | $269.5K | 0.00% | −676−2.3% | Reduced |
| CWM Advisors, LLC | 29,611 | $273.6K | 0.03% | +8,747+41.9% | Added |
| Kolinsky Wealth Management, LLC | 30,026 | $277.0K | 0.29% | +16+0.1% | Added |
| Peapack Gladstone Financial Corp | 28,303 | $280.0K | 0.01% | +3,728+15.2% | Added |
| Tower Research Capital LLC (TRC) | 31,434 | $290.0K | 0.01% | +8,519+37.2% | Added |
| Fifth Third Bancorp | 32,121 | $296.8K | 0.00% | +518+1.6% | Added |
| FMR LLC | 32,412 | $299.5K | 0.00% | +21,207+189.3% | Added |
| Freestone Capital Holdings, LLC | 32,513 | $300.4K | 0.01% | +1,989+6.5% | Added |
| Two Sigma Securities, LLC | 33,218 | $306.9K | 0.03% | +33,218 | New |
| Gibson Capital, LLC | 33,574 | $310.2K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 33,797 | $312.3K | 0.00% | −105,302−75.7% | Reduced |
| Sonen Capital LLC | 36,000 | $332.6K | 0.56% | −12,000−25.0% | Reduced |
| Tower Bridge Advisors | 36,000 | $332.6K | 0.03% | −4,000−10.0% | Reduced |
| AlphaQ Advisors LLC | 37,970 | $350.8K | 0.30% | +130+0.3% | Added |
| Hyman Charles D | 37,934 | $351.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 38,277 | $353.7K | 0.01% | −344−0.9% | Reduced |
| Gotham Asset Management, LLC | 39,579 | $365.7K | 0.01% | +25,502+181.2% | Added |
| STRS Ohio | 40,200 | $371.0K | 0.00% | −7,400−15.5% | Reduced |
| Public Employees Retirement Association of Colorado | 40,585 | $375.0K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 41,547 | $383.9K | 0.00% | +41,547 | New |
| Equitable Holdings, Inc. | 42,292 | $390.8K | 0.01% | +42,292 | New |
| Janney Montgomery Scott LLC | 42,494 | $393.0K | 0.00% | +1,333+3.2% | Added |
| Martingale Asset Management L P | 42,627 | $393.9K | 0.01% | +20,607+93.6% | Added |
| Profund Advisors LLC | 42,783 | $395.3K | 0.02% | +11,721+37.7% | Added |
| Boothbay Fund Management, LLC | 42,915 | $396.5K | 0.01% | +42,915 | New |
| Emerald Mutual Fund Advisers Trust | 43,600 | $402.9K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 43,601 | $402.9K | 0.00% | −22,945−34.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 45,103 | $417.0K | 0.03% | −869−1.9% | Reduced |
| Connectus Wealth, LLC | 45,203 | $417.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 46,952 | $433.9K | 0.00% | +5,032+12.0% | Added |
| Cannell Peter B & Co Inc | 47,858 | $442.2K | 0.02% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 48,000 | $443.5K | 0.16% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 48,463 | $447.8K | 0.01% | +46+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 48,808 | $451.0K | 0.00% | +250+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 49,600 | $458.3K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49,825 | $460.4K | 0.00% | −286−0.6% | Reduced |
| Natixis Advisors, L.P. | 50,432 | $466.0K | 0.00% | +24,378+93.6% | Added |
| Pictet Asset Management SA | 51,231 | $473.4K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 51,649 | $477.2K | 0.13% | +497+1.0% | Added |
| Linden Thomas Advisory Services, LLC | 52,799 | $487.9K | 0.12% | +8,665+19.6% | Added |
| Apollon Wealth Management, LLC | 53,063 | $490.3K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 53,624 | $495.5K | 0.00% | −7,344−12.0% | Reduced |
| Confluence Wealth Services, Inc. | 55,174 | $509.8K | 0.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 55,545 | $513.2K | 0.00% | +55,545 | New |
| The PNC Financial Services Group, Inc. | 55,950 | $517.0K | 0.00% | −7,712−12.1% | Reduced |
| Cetera Advisor Networks LLC | 55,967 | $517.1K | 0.00% | +400+0.7% | Added |
| State of Alaska, Department of Revenue | 57,839 | $534.0K | 0.01% | −990−1.7% | Reduced |
| Greenleaf Trust | 58,031 | $536.2K | 0.01% | −423−0.7% | Reduced |
| Federated Hermes, Inc. | 58,769 | $543.0K | 0.00% | −5,917−9.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,481 | $595.8K | 0.00% | +5,411+9.2% | Added |
| Teachers Retirement System of the State of Kentucky | 65,321 | $603.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 65,412 | $604.4K | 0.00% | −11,223−14.6% | Reduced |
| Delta Financial Group, Inc. | 65,483 | $605.0K | 0.24% | +65,483 | New |
| Xponance, Inc. | 66,192 | $611.6K | 0.01% | +424+0.6% | Added |