Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesVLYPNVLYPOVLYPP

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.

Institutional holdersQ1 2023: 333 institutions
Q1 2021: 289 institutionsQ2 2021: 290 institutionsQ3 2021: 310 institutionsQ4 2021: 321 institutionsQ1 2022: 316 institutionsQ2 2022: 346 institutionsQ3 2022: 333 institutionsQ4 2022: 346 institutionsQ1 2023: 333 institutionsQ2 2023: 330 institutionsQ3 2023: 324 institutionsQ4 2023: 336 institutionsQ1 2024: 362 institutionsQ2 2024: 353 institutionsQ3 2024: 352 institutionsQ4 2024: 376 institutionsQ1 2025: 381 institutionsQ2 2025: 396 institutionsQ3 2025: 408 institutionsQ4 2025: 456 institutionsQ1 2026: 468 institutionsQ2 2026: 475 institutions
Value heldQ1 2023: $2.84B
Q1 2021: $3.58BQ2 2021: $3.49BQ3 2021: $3.48BQ4 2021: $3.59BQ1 2022: $3.55BQ2 2022: $2.92BQ3 2022: $3.05BQ4 2022: $3.35BQ1 2023: $2.84BQ2 2023: $2.43BQ3 2023: $2.66BQ4 2023: $3.37BQ1 2024: $2.60BQ2 2024: $2.35BQ3 2024: $3.01BQ4 2024: $3.49BQ1 2025: $3.56BQ2 2025: $3.49BQ3 2025: $4.31BQ4 2025: $4.87BQ1 2026: $5.03BQ2 2026: $6.22B
Institutions holding VLY and their total value by quarter
QuarterHoldersValue
Q2 2026475$6.22B
Q1 2026468$5.03B
Q4 2025456$4.87B
Q3 2025408$4.31B
Q2 2025396$3.49B
Q1 2025381$3.56B
Q4 2024376$3.49B
Q3 2024352$3.01B
Q2 2024353$2.35B
Q1 2024362$2.60B
Q4 2023336$3.37B
Q3 2023324$2.66B
Q2 2023330$2.43B
Q1 2023333$2.84B
Q4 2022346$3.35B
Q3 2022333$3.05B
Q2 2022346$2.92B
Q1 2022316$3.55B
Q4 2021321$3.59B
Q3 2021310$3.48B
Q2 2021290$3.49B
Q1 2021289$3.58B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2022.

Institutions holding VLY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Family Wealth Counselors, L.L.C.25,153$232.4K0.11%00.0%Unchanged
Rodgers & Associates, LTD25,000$231.0K0.04%00.0%Unchanged
Toroso Investments, LLC24,972$231.0K0.01%+24,972New
Guggenheim Capital LLC24,926$230.3K0.00%+6,899+38.3%Added
Cambridge Investment Research Advisors, Inc.24,683$228.0K0.00%00.0%Unchanged
Wade G W & Inc24,464$226.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC23,862$220.0K0.11%00.0%Unchanged
Quadrature Capital Ltd23,773$219.7K0.01%+23,773New
Biltmore Family Office, LLC23,029$215.3K0.05%00.0%Unchanged
Prime Capital Investment Advisors, LLC23,000$212.5K0.01%00.0%Unchanged
WealthPlan Investment Management, LLC22,964$212.2K0.04%00.0%Unchanged
Change Path, LLC22,867$211.0K0.01%00.0%Unchanged
Bailard, Inc.22,759$210.3K0.01%+22,759New
JustInvest LLC22,748$210.2K0.01%+4,309+23.4%Added
Metropolitan Life Insurance Co22,659$209.4K0.01%−4,312−16.0%Reduced
Shufro Rose & Co LLC22,500$207.9K0.02%00.0%Unchanged
Tiaa, FSB22,082$204.0K0.00%−1,000−4.3%Reduced
Moors & Cabot, Inc.21,600$199.6K0.01%−500−2.3%Reduced
Shelton Capital Management21,550$199.1K0.01%00.0%Unchanged
Farther Finance Advisors, LLC20,376$188.3K0.06%+20,333+47,286.0%Added
Versor Investments LP20,234$187.0K0.02%−200−1.0%Reduced
Creative Planning20,230$186.9K0.00%+6,088+43.0%Added
Connable Office Inc19,694$182.0K0.03%+19,694New
Petrus Trust Company, LTA19,520$180.4K0.02%+19,520New
Aigen Investment Management, LP19,128$176.7K0.02%+19,128New
Simplex Trading, LLC18,065$166.0K0.01%+18,065New
Inceptionr LLC17,859$165.0K0.05%−21,683−54.8%Reduced
NinePointTwo Capital17,689$163.0K0.06%00.0%Unchanged
First Republic Investment Management, Inc.16,745$154.7K0.00%−2,021−10.8%Reduced
Envestnet Asset Management Inc16,652$153.9K0.00%−11,865−41.6%Reduced
Veritable, L.P.16,581$153.2K0.00%−2,490−13.1%Reduced
Tompkins Financial Corp16,075$148.5K0.02%00.0%Unchanged
Wealth Advisors of Tampa Bay, LLC15,979$147.6K0.08%00.0%Unchanged
Gables Capital Management Inc.15,620$144.3K0.10%00.0%Unchanged
Axq Capital, LP15,600$144.1K0.06%+15,600New
Transcend Wealth Collective, LLC15,228$140.7K0.01%−277−1.8%Reduced
Baird Financial Group, Inc.14,999$138.6K0.00%+595+4.1%Added
Grimes & Company, Inc.14,500$134.0K0.01%00.0%Unchanged
National Asset Management, Inc.14,156$132.4K0.00%00.0%Unchanged
Kestra Advisory Services, LLC13,630$125.9K0.00%−6,643−32.8%Reduced
Avantax Planning Partners, Inc.13,589$125.6K0.01%+411+3.1%Added
Mackenzie Financial Corp13,425$124.0K0.00%−13,268−49.7%Reduced
W Advisors, LLC13,339$123.3K0.10%00.0%Unchanged
Jump Financial, LLC13,023$120.3K0.00%+13,023New
Cullen/Frost Bankers, Inc.13,000$120.1K0.00%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC12,902$119.2K0.02%00.0%Unchanged
Easterly Investment Partners LLC12,759$117.9K0.01%00.0%Unchanged
Private Portfolio Partners LLC12,500$115.5K0.03%−148−1.2%Reduced
1832 Asset Management L.P.12,482$115.3K0.00%−175,765−93.4%Reduced
Spire Wealth Management12,332$113.5K0.00%00.0%Unchanged
Forum Financial Management, LP12,232$113.0K0.00%00.0%Unchanged
AE Wealth Management LLC11,927$110.2K0.00%+263+2.3%Added
Van Hulzen Asset Management, LLC11,800$109.0K0.01%00.0%Unchanged
Blueshift Asset Management, LLC11,609$107.3K0.04%+11,609New
Baldrige Asset Management LLC11,482$106.0K0.04%00.0%Unchanged
Covestor Ltd11,322$105.0K0.09%+6,104+117.0%Added
Bank of Nova Scotia11,334$104.7K0.00%+11,334New
Breakwater Capital Group11,295$104.4K0.04%−460−3.9%Reduced
Resources Investment Advisors, LLC.11,291$104.3K0.00%+11,291New
CIBC Asset Management Inc11,179$103.3K0.00%−1,660−12.9%Reduced
Wealth Quarterback LLC10,298$95.2K0.08%+83+0.8%Added
Alps Advisors Inc10,215$94.4K0.00%+10,215New
Quantamental Technologies LLC10,187$94.1K0.05%+10,187New
SFMG, LLC10,156$93.8K0.01%00.0%Unchanged
Coldstream Capital Management Inc10,006$92.5K0.00%+10,006New
Shell Asset Management Co9,433$87.0K0.00%−32−0.3%Reduced
Bessemer Group Inc9,331$86.0K0.00%+6,438+222.5%Added
Washington Trust Advisors, Inc.8,936$82.6K0.01%00.0%Unchanged
Advisory Services Network, LLC8,665$80.1K0.00%+1,700+24.4%Added
Belpointe Asset Management LLC7,990$73.8K0.00%+1,114+16.2%Added
Exchange Traded Concepts, LLC6,836$63.2K0.00%+1,385+25.4%Added
Estabrook Capital Management6,827$63.1K0.01%00.0%Unchanged
Knott David M Jr6,400$59.0K0.02%00.0%Unchanged
IFP Advisors, Inc4,349$56.2K0.00%+28+0.6%Added
Prestige Wealth Management Group LLC5,732$53.6K0.01%00.0%Unchanged
Quadrant Capital Group LLC5,793$53.5K0.01%−1,289−18.2%Reduced
CWM, LLC5,762$53.0K0.00%−2,474−30.0%Reduced
Signaturefd, LLC5,666$52.4K0.00%+731+14.8%Added
Key Financial Inc5,494$50.8K0.02%00.0%Unchanged
Ci Investments Inc.5,427$50.0K0.00%+429+8.6%Added
Advisors Asset Management, Inc.5,262$48.6K0.00%+110+2.1%Added
Parallel Advisors, LLC5,013$46.3K0.00%+3,444+219.5%Added
Public Employees Retirement System of Ohio5,017$46.0K0.00%+193+4.0%Added
Harbor Investment Advisory, LLC4,951$45.7K0.01%00.0%Unchanged
Asset Dedication, LLC4,725$44.0K0.00%00.0%Unchanged
Sandy Spring Bank4,381$40.5K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.3,501$40.0K0.00%+3,121+821.3%Added
US Bancorp3,957$36.6K0.00%+1,135+40.2%Added
Parkside Financial Bank & Trust3,813$35.2K0.01%+405+11.9%Added
Nomura Asset Management Co Ltd3,600$33.3K0.00%00.0%Unchanged
Norwood Financial Corp3,152$29.1K0.05%00.0%Unchanged
Quarry LP3,070$28.4K0.02%+2,040+198.1%Added
Baldwin Brothers Inc3,000$27.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC2,716$25.1K0.00%+1,381+103.4%Added
International Assets Investment Management, LLC2,437$22.5K0.00%+2,437New
FNY Investment Advisers, LLC2,437$22.0K0.03%−763−23.8%Reduced
Moisand Fitzgerald Tamayo, LLC2,286$21.1K0.00%+2+0.1%Added
TCI Wealth Advisors, Inc.2,251$20.8K0.00%−6−0.3%Reduced
GWM Advisors LLC2,148$19.9K0.00%−4,651−68.4%Reduced
Northwestern Mutual Wealth Management Co1,841$17.0K0.00%+251+15.8%Added