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; 474 institutions reported holding it in 13F filings for Q2 2026, worth $6.22B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Valley National Bancorp as of Jun 30, 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
- 330
- −2 vs. Q1 2023
- Shares held
- 313.3M
- +6.49M (+2.1%) vs. Q1 2023
- Total value
- $2.43B
- −$405.0M (−14.3%) vs. Q1 2023
- New holders
- 53
- 104 more added
- Sold out
- 55
- 112 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 474 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | +43 | New |
| Comerica Bank | 230,745 | $1 | 0.00% | +230,745 | New |
| Tfo-TDC, LLC | 23 | $178 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25 | $194 | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 36 | $279 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $349 | 0.00% | −92−67.2% | Reduced |
| Raffa Wealth Management, LLC | 83 | $643 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $644 | 0.00% | +18+27.7% | Added |
| Disciplined Investments, LLC | 84 | $651 | 0.00% | −13−13.4% | Reduced |
| Goodman Advisory Group, LLC | 100 | $775 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 161 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 183 | $1.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 199 | $1.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 199 | $1.54K | 0.00% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 200 | $1.55K | 0.00% | −47,800−99.6% | Reduced |
| Bangor Savings Bank | 200 | $1.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 223 | $1.73K | 0.00% | +11+5.2% | Added |
| Versant Capital Management, Inc | 250 | $1.94K | 0.00% | +138+123.2% | Added |
| Bell Investment Advisors, Inc | 256 | $1.98K | 0.00% | −129−33.5% | Reduced |
| Glassman Wealth Services | 256 | $1.98K | 0.00% | +91+55.2% | Added |
| Massmutual Trust Co FSB | 282 | $2.19K | 0.00% | +214+314.7% | Added |
| Buck Wealth Strategies, LLC | 432 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 521 | $5.00K | 0.00% | −2,980−85.1% | Reduced |
| SRS Capital Advisors, Inc. | 682 | $5.29K | 0.00% | +329+93.2% | Added |
| Allworth Financial LP | 766 | $5.94K | 0.00% | −903−54.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 980 | $7.60K | 0.00% | −861−46.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,028 | $8.00K | 0.00% | +701+214.4% | Added |
| Exchange Traded Concepts, LLC | 1,059 | $8.21K | 0.00% | −5,777−84.5% | Reduced |
| McIlrath & Eck, LLC | 1,118 | $8.66K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,184 | $9.18K | 0.00% | +1,184 | New |
| GWM Advisors LLC | 2,174 | $16.8K | 0.00% | +26+1.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,288 | $17.7K | 0.00% | +2+0.1% | Added |
| Lindbrook Capital, LLC | 2,563 | $19.9K | 0.00% | −153−5.6% | Reduced |
| Cutler Group LP | 3,048 | $23.0K | 0.01% | +2,048+204.8% | Added |
| Baldwin Brothers Inc | 3,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $24.0K | 0.03% | +763+31.3% | Added |
| Norwood Financial Corp | 3,152 | $24.4K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,600 | $27.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,850 | $29.8K | 0.00% | −1,163−23.2% | Reduced |
| Parkside Financial Bank & Trust | 3,929 | $30.5K | 0.01% | +116+3.0% | Added |
| CWM, LLC | 4,070 | $32.0K | 0.00% | −1,692−29.4% | Reduced |
| Sandy Spring Bank | 4,381 | $34.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,951 | $38.4K | 0.01% | 00.0% | Unchanged |
| Amundi | 4,995 | $38.7K | 0.00% | +4,995 | New |
| Advisors Asset Management, Inc. | 5,202 | $40.3K | 0.00% | −60−1.1% | Reduced |
| Key Financial Inc | 5,494 | $42.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,732 | $44.0K | 0.00% | +305+5.6% | Added |
| Public Employees Retirement System of Ohio | 5,634 | $44.0K | 0.00% | +617+12.3% | Added |
| Prestige Wealth Management Group LLC | 5,732 | $45.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,318 | $49.0K | 0.01% | +5,241+486.6% | Added |
| Knott David M Jr | 6,400 | $50.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 7,155 | $55.5K | 0.00% | +3,198+80.8% | Added |
| IFP Advisors, Inc | 4,382 | $56.6K | 0.00% | +33+0.8% | Added |
| Shell Asset Management Co | 9,378 | $73.0K | 0.00% | −55−0.6% | Reduced |
| SFMG, LLC | 10,156 | $78.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,168 | $78.8K | 0.01% | +4,375+75.5% | Added |
| CFS Investment Advisory Services, LLC | 10,339 | $80.0K | 0.01% | +10,339 | New |
| JJJ Advisors Inc. | 10,362 | $80.8K | 0.02% | +8,905+611.2% | Added |
| Clark Capital Management Group, Inc. | 10,581 | $82.0K | 0.00% | +10,581 | New |
| Zacks Investment Management | 10,666 | $82.7K | 0.00% | +10,666 | New |
| Garden State Investment Advisory Services LLC | 10,818 | $84.2K | 0.04% | +10,818 | New |
| Greenwich Wealth Management LLC | 11,066 | $86.0K | 0.01% | +11,066 | New |
| Bank of Nova Scotia | 11,167 | $86.5K | 0.00% | −167−1.5% | Reduced |
| CIBC Asset Management Inc | 11,179 | $86.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,154 | $87.0K | 0.00% | +1,823+19.5% | Added |
| Breakwater Capital Group | 11,295 | $87.5K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,328 | $89.0K | 0.03% | +11,328 | New |
| Resources Investment Advisors, LLC. | 11,513 | $89.2K | 0.00% | +222+2.0% | Added |
| Van Hulzen Asset Management, LLC | 11,800 | $91.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,834 | $91.7K | 0.00% | −93−0.8% | Reduced |
| Forum Financial Management, LP | 12,232 | $94.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,332 | $95.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,447 | $96.5K | 0.00% | +12,447 | New |
| Veritable, L.P. | 12,623 | $97.8K | 0.00% | −3,958−23.9% | Reduced |
| Easterly Investment Partners LLC | 12,759 | $98.9K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 13,148 | $101.9K | 0.07% | +2,850+27.7% | Added |
| Accurate Wealth Management, LLC | 12,555 | $103.1K | 0.03% | +12,555 | New |
| W Advisors, LLC | 13,339 | $103.4K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 13,500 | $104.6K | 0.07% | −2,120−13.6% | Reduced |
| Grimes & Company, Inc. | 14,500 | $112.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 14,641 | $113.5K | 0.06% | +14,641 | New |
| First Republic Investment Management, Inc. | 15,182 | $117.7K | 0.00% | −1,563−9.3% | Reduced |
| Transcend Wealth Collective, LLC | 15,216 | $117.9K | 0.01% | −12−0.1% | Reduced |
| PSI Advisors, LLC | 15,250 | $118.2K | 0.05% | +15,250 | New |
| Allspring Global Investments Holdings, LLC | 15,497 | $120.1K | 0.00% | −34,328−68.9% | Reduced |
| Envestnet Asset Management Inc | 15,585 | $120.8K | 0.00% | −1,067−6.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $123.8K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 16,059 | $124.5K | 0.00% | +10,393+183.4% | Added |
| Ethic Inc. | 16,309 | $126.4K | 0.00% | +16,309 | New |
| Baird Financial Group, Inc. | 16,666 | $129.2K | 0.00% | +1,667+11.1% | Added |
| FMR LLC | 16,908 | $131.0K | 0.00% | −15,504−47.8% | Reduced |
| Modera Wealth Management, LLC | 17,284 | $134.0K | 0.00% | +17,284 | New |
| Tiaa, FSB | 17,363 | $134.6K | 0.00% | −4,719−21.4% | Reduced |
| Kestra Advisory Services, LLC | 17,492 | $135.6K | 0.00% | +3,862+28.3% | Added |
| Quantamental Technologies LLC | 18,545 | $143.7K | 0.06% | +8,358+82.0% | Added |
| Wade G W & Inc | 19,361 | $150.0K | 0.01% | −5,103−20.9% | Reduced |
| Farther Finance Advisors, LLC | 20,488 | $158.8K | 0.03% | +112+0.5% | Added |
| Black Maple Capital Management LP | 21,000 | $162.8K | 0.19% | +21,000 | New |