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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 26,693 | $213.0K | 0.00% | +13,268+98.8% | Added |
| Headlands Technologies LLC | 27,343 | $211.9K | 0.07% | +27,343 | New |
| Cim Investment Mangement Inc | 27,213 | $210.9K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 26,630 | $206.4K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 26,503 | $205.0K | 0.04% | +26,503 | New |
| Watershed Asset Management, L.L.C. | 26,025 | $201.7K | 0.25% | +522+2.0% | Added |
| Point72 Middle East FZE | 25,968 | $201.3K | 0.01% | +25,968 | New |
| Highlander Capital Management, LLC | 25,862 | $200.0K | 0.09% | +2,000+8.4% | Added |
| Henshaw Capital LLC | 25,219 | $195.4K | 0.01% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 25,153 | $194.9K | 0.09% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 25,000 | $193.8K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 24,500 | $192.6K | 0.03% | +24,500 | New |
| Private Advisor Group, LLC | 24,705 | $191.5K | 0.00% | +24,705 | New |
| Aquatic Capital Management LLC | 24,300 | $188.0K | 0.01% | +24,300 | New |
| Connable Office Inc | 23,998 | $186.0K | 0.03% | +4,304+21.9% | Added |
| Metropolitan Life Insurance Co | 23,626 | $183.1K | 0.01% | +967+4.3% | Added |
| Biltmore Family Office, LLC | 23,029 | $181.0K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,000 | $178.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23,000 | $178.3K | 0.00% | +10,000+76.9% | Added |
| WealthPlan Investment Management, LLC | 22,964 | $178.0K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 22,867 | $177.0K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 22,819 | $176.8K | 0.02% | +22,819 | New |
| Covestor Ltd | 22,772 | $176.0K | 0.13% | +11,450+101.1% | Added |
| Wolverine Trading, LLC | 22,133 | $175.7K | 0.00% | +22,133 | New |
| Shufro Rose & Co LLC | 22,500 | $174.4K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 22,187 | $174.3K | 0.06% | −3,583−13.9% | Reduced |
| Peapack Gladstone Financial Corp | 21,772 | $170.0K | 0.00% | −6,531−23.1% | Reduced |
| Shelton Capital Management | 21,550 | $167.0K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 21,181 | $164.2K | 0.10% | −7,766−26.8% | Reduced |
| Moors & Cabot, Inc. | 21,100 | $163.5K | 0.01% | −500−2.3% | Reduced |
| Black Maple Capital Management LP | 21,000 | $162.8K | 0.19% | +21,000 | New |
| Farther Finance Advisors, LLC | 20,488 | $158.8K | 0.03% | +112+0.5% | Added |
| Wade G W & Inc | 19,361 | $150.0K | 0.01% | −5,103−20.9% | Reduced |
| Quantamental Technologies LLC | 18,545 | $143.7K | 0.06% | +8,358+82.0% | Added |
| Kestra Advisory Services, LLC | 17,492 | $135.6K | 0.00% | +3,862+28.3% | Added |
| Tiaa, FSB | 17,363 | $134.6K | 0.00% | −4,719−21.4% | Reduced |
| Modera Wealth Management, LLC | 17,284 | $134.0K | 0.00% | +17,284 | New |
| FMR LLC | 16,908 | $131.0K | 0.00% | −15,504−47.8% | Reduced |
| Baird Financial Group, Inc. | 16,666 | $129.2K | 0.00% | +1,667+11.1% | Added |
| Ethic Inc. | 16,309 | $126.4K | 0.00% | +16,309 | New |
| Signaturefd, LLC | 16,059 | $124.5K | 0.00% | +10,393+183.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $123.8K | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,585 | $120.8K | 0.00% | −1,067−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,497 | $120.1K | 0.00% | −34,328−68.9% | Reduced |
| PSI Advisors, LLC | 15,250 | $118.2K | 0.05% | +15,250 | New |
| Transcend Wealth Collective, LLC | 15,216 | $117.9K | 0.01% | −12−0.1% | Reduced |
| First Republic Investment Management, Inc. | 15,182 | $117.7K | 0.00% | −1,563−9.3% | Reduced |
| Elequin Capital LP | 14,641 | $113.5K | 0.06% | +14,641 | New |
| Grimes & Company, Inc. | 14,500 | $112.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 13,500 | $104.6K | 0.07% | −2,120−13.6% | Reduced |
| W Advisors, LLC | 13,339 | $103.4K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 12,555 | $103.1K | 0.03% | +12,555 | New |
| Wealth Quarterback LLC | 13,148 | $101.9K | 0.07% | +2,850+27.7% | Added |
| Easterly Investment Partners LLC | 12,759 | $98.9K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 12,623 | $97.8K | 0.00% | −3,958−23.9% | Reduced |
| Ieq Capital, LLC | 12,447 | $96.5K | 0.00% | +12,447 | New |
| Spire Wealth Management | 12,332 | $95.6K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,232 | $94.8K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,834 | $91.7K | 0.00% | −93−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,800 | $91.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,513 | $89.2K | 0.00% | +222+2.0% | Added |
| Quadrant Private Wealth Management, LLC | 11,328 | $89.0K | 0.03% | +11,328 | New |
| Breakwater Capital Group | 11,295 | $87.5K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,154 | $87.0K | 0.00% | +1,823+19.5% | Added |
| CIBC Asset Management Inc | 11,179 | $86.6K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 11,167 | $86.5K | 0.00% | −167−1.5% | Reduced |
| Greenwich Wealth Management LLC | 11,066 | $86.0K | 0.01% | +11,066 | New |
| Garden State Investment Advisory Services LLC | 10,818 | $84.2K | 0.04% | +10,818 | New |
| Zacks Investment Management | 10,666 | $82.7K | 0.00% | +10,666 | New |
| Clark Capital Management Group, Inc. | 10,581 | $82.0K | 0.00% | +10,581 | New |
| JJJ Advisors Inc. | 10,362 | $80.8K | 0.02% | +8,905+611.2% | Added |
| CFS Investment Advisory Services, LLC | 10,339 | $80.0K | 0.01% | +10,339 | New |
| Quadrant Capital Group LLC | 10,168 | $78.8K | 0.01% | +4,375+75.5% | Added |
| SFMG, LLC | 10,156 | $78.7K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,378 | $73.0K | 0.00% | −55−0.6% | Reduced |
| IFP Advisors, Inc | 4,382 | $56.6K | 0.00% | +33+0.8% | Added |
| US Bancorp | 7,155 | $55.5K | 0.00% | +3,198+80.8% | Added |
| Knott David M Jr | 6,400 | $50.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,318 | $49.0K | 0.01% | +5,241+486.6% | Added |
| Prestige Wealth Management Group LLC | 5,732 | $45.1K | 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 |
| Key Financial Inc | 5,494 | $42.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,202 | $40.3K | 0.00% | −60−1.1% | Reduced |
| Amundi | 4,995 | $38.7K | 0.00% | +4,995 | New |
| Harbor Investment Advisory, LLC | 4,951 | $38.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,381 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,070 | $32.0K | 0.00% | −1,692−29.4% | Reduced |
| Parkside Financial Bank & Trust | 3,929 | $30.5K | 0.01% | +116+3.0% | Added |
| Parallel Advisors, LLC | 3,850 | $29.8K | 0.00% | −1,163−23.2% | Reduced |
| Nomura Asset Management Co Ltd | 3,600 | $27.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,152 | $24.4K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $24.0K | 0.03% | +763+31.3% | Added |
| Baldwin Brothers Inc | 3,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,048 | $23.0K | 0.01% | +2,048+204.8% | Added |
| Lindbrook Capital, LLC | 2,563 | $19.9K | 0.00% | −153−5.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,288 | $17.7K | 0.00% | +2+0.1% | Added |
| GWM Advisors LLC | 2,174 | $16.8K | 0.00% | +26+1.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,184 | $9.18K | 0.00% | +1,184 | New |