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, Q3 2023
Institutional positions in Valley National Bancorp as of Sep 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
- 324
- −4 vs. Q2 2023
- Shares held
- 310.1M
- −3.09M (−1.0%) vs. Q2 2023
- Total value
- $2.66B
- +$226.9M (+9.3%) vs. Q2 2023
- New holders
- 35
- 101 more added
- Sold out
- 39
- 118 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $8 | 0.00% | −198−99.5% | Reduced |
| Crewe Advisors LLC | 15 | $129 | 0.00% | +15 | New |
| Private Trust Co NA | 25 | $214 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 48 | $372 | 0.00% | +25+108.7% | Added |
| Baker Avenue Asset Management, LP | 45 | $385 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $634 | 0.00% | −182−71.1% | Reduced |
| Raffa Wealth Management, LLC | 83 | $710 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $856 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $942 | 0.00% | −113−50.7% | Reduced |
| SJS Investment Consulting Inc. | 112 | $959 | 0.00% | +29+34.9% | Added |
| Farmers & Merchants Investments Inc | 183 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $1.71K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 202 | $1.73K | 0.00% | +3+1.5% | Added |
| Montag A & Associates Inc | 200 | $1.73K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 247 | $2.00K | 0.00% | +247 | New |
| Glassman Wealth Services | 256 | $2.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 282 | $2.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 292 | $2.50K | 0.00% | +292 | New |
| Versant Capital Management, Inc | 400 | $3.42K | 0.00% | +150+60.0% | Added |
| Buck Wealth Strategies, LLC | 432 | $3.70K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 483 | $4.00K | 0.00% | +483 | New |
| Payden & Rygel | 483 | $4.00K | 0.00% | +483 | New |
| Flaharty Asset Management, LLC | 577 | $4.94K | 0.00% | +577 | New |
| Psagot Value Holdings Ltd. / (Israel) | 572 | $5.00K | 0.00% | −456−44.4% | Reduced |
| SRS Capital Advisors, Inc. | 682 | $5.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 839 | $7.00K | 0.00% | +318+61.0% | Added |
| Allworth Financial LP | 934 | $8.00K | 0.00% | +168+21.9% | Added |
| Northwestern Mutual Wealth Management Co | 994 | $8.51K | 0.00% | +14+1.4% | Added |
| Tucker Asset Management LLC | 1,000 | $8.56K | 0.00% | +1,000 | New |
| McIlrath & Eck, LLC | 1,118 | $9.57K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,184 | $10.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,290 | $19.6K | 0.00% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 2,646 | $20.8K | 0.00% | +2,610+7,250.0% | Added |
| Baldwin Brothers Inc | 3,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,047 | $26.1K | 0.00% | +484+18.9% | Added |
| Advisors Asset Management, Inc. | 3,072 | $26.3K | 0.00% | −2,130−40.9% | Reduced |
| IFP Advisors, Inc | 3,128 | $26.8K | 0.00% | −1,254−28.6% | Reduced |
| Norwood Financial Corp | 3,152 | $27.0K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,600 | $30.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,967 | $34.0K | 0.00% | −2,351−37.2% | Reduced |
| CWM, LLC | 4,258 | $36.0K | 0.00% | +188+4.6% | Added |
| Sandy Spring Bank | 4,381 | $37.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,387 | $37.6K | 0.01% | −16,101−78.6% | Reduced |
| Asset Dedication, LLC | 4,725 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,763 | $40.8K | 0.00% | +913+23.7% | Added |
| Amundi | 4,781 | $40.9K | 0.00% | −214−4.3% | Reduced |
| Key Financial Inc | 5,494 | $47.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,728 | $49.0K | 0.00% | −4−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 5,732 | $49.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,869 | $50.0K | 0.00% | +5,869 | New |
| Public Employees Retirement System of Ohio | 5,971 | $51.0K | 0.00% | +337+6.0% | Added |
| GWM Advisors LLC | 6,397 | $54.8K | 0.00% | +4,223+194.3% | Added |
| Knott David M Jr | 6,400 | $55.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,431 | $55.0K | 0.00% | −724−10.1% | Reduced |
| Shell Asset Management Co | 9,236 | $79.0K | 0.00% | −142−1.5% | Reduced |
| Quadrant Capital Group LLC | 10,139 | $86.8K | 0.01% | −29−0.3% | Reduced |
| SFMG, LLC | 10,156 | $86.9K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 11,295 | $87.5K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,581 | $90.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,964 | $93.0K | 0.00% | −190−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,874 | $93.1K | 0.00% | +10,874 | New |
| Jump Financial, LLC | 10,911 | $93.4K | 0.00% | +10,911 | New |
| Garden State Investment Advisory Services LLC | 10,969 | $94.2K | 0.04% | +151+1.4% | Added |
| Wealth Quarterback LLC | 11,069 | $94.8K | 0.08% | −2,079−15.8% | Reduced |
| GTS Securities LLC | 11,123 | $95.2K | 0.00% | +11,123 | New |
| CIBC Asset Management Inc | 11,179 | $95.7K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 11,182 | $96.0K | 0.01% | +116+1.0% | Added |
| Accurate Wealth Management, LLC | 11,279 | $96.3K | 0.03% | −1,276−10.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,328 | $98.2K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 11,596 | $99.3K | 0.02% | −3,045−20.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,673 | $99.9K | 0.00% | +160+1.4% | Added |
| Van Hulzen Asset Management, LLC | 11,800 | $101.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,886 | $101.7K | 0.02% | +11,886 | New |
| AE Wealth Management LLC | 12,092 | $103.5K | 0.00% | +258+2.2% | Added |
| Forum Financial Management, LP | 12,232 | $104.7K | 0.00% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 12,500 | $107.0K | 0.03% | +12,500 | New |
| Moors & Cabot, Inc. | 12,600 | $107.9K | 0.01% | −8,500−40.3% | Reduced |
| Ieq Capital, LLC | 12,620 | $108.0K | 0.00% | +173+1.4% | Added |
| Easterly Investment Partners LLC | 12,759 | $109.2K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,868 | $110.0K | 0.01% | +12,868 | New |
| JJJ Advisors Inc. | 12,816 | $110.2K | 0.03% | +2,454+23.7% | Added |
| Neuberger Berman Group LLC | 12,886 | $110.3K | 0.00% | +12,886 | New |
| W Advisors, LLC | 13,339 | $114.2K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 13,500 | $115.6K | 0.08% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,004 | $119.9K | 0.02% | −99,291−87.6% | Reduced |
| Grimes & Company, Inc. | 14,500 | $124.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,986 | $128.3K | 0.00% | −511−3.3% | Reduced |
| Cable Hill Partners, LLC | 15,154 | $129.7K | 0.02% | +15,154 | New |
| Transcend Wealth Collective, LLC | 15,216 | $130.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,241 | $130.5K | 0.00% | −344−2.2% | Reduced |
| PSI Advisors, LLC | 15,250 | $130.5K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 15,451 | $134.2K | 0.05% | −6,736−30.4% | Reduced |
| Twinbeech Capital LP | 15,683 | $134.2K | 0.00% | +15,683 | New |
| Key Client Fiduciary Advisors, LLC | 15,722 | $134.6K | 0.08% | −5,459−25.8% | Reduced |
| Baird Financial Group, Inc. | 16,555 | $141.7K | 0.00% | −111−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 16,584 | $142.0K | 0.00% | +16,584 | New |
| Signaturefd, LLC | 17,161 | $146.9K | 0.00% | +1,102+6.9% | Added |
| Modera Wealth Management, LLC | 17,284 | $148.0K | 0.00% | 00.0% | Unchanged |