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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 17,488 | $149.7K | 0.00% | −23,850−57.7% | Reduced |
| Kestra Advisory Services, LLC | 17,597 | $150.6K | 0.00% | +105+0.6% | Added |
| First Republic Investment Management, Inc. | 18,581 | $159.1K | 0.00% | +3,399+22.4% | Added |
| Private Advisor Group, LLC | 19,537 | $167.2K | 0.00% | −5,168−20.9% | Reduced |
| Shelton Capital Management | 19,658 | $168.3K | 0.01% | −1,892−8.8% | Reduced |
| Peapack Gladstone Financial Corp | 20,302 | $173.0K | 0.00% | −1,470−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 20,502 | $175.5K | 0.01% | −12,011−36.9% | Reduced |
| FMR LLC | 20,618 | $176.5K | 0.00% | +3,710+21.9% | Added |
| WSFS Capital Management, LLC | 20,627 | $176.6K | 0.01% | +20,627 | New |
| Verition Fund Management LLC | 21,540 | $184.4K | 0.00% | −17,239−44.5% | Reduced |
| Sciencast Management LP | 22,422 | $191.9K | 0.09% | +22,422 | New |
| Shufro Rose & Co LLC | 22,500 | $192.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 22,933 | $196.0K | 0.15% | +161+0.7% | Added |
| WealthPlan Investment Management, LLC | 22,964 | $196.6K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23,000 | $196.9K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,000 | $196.9K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 23,019 | $197.0K | 0.01% | +3,658+18.9% | Added |
| Biltmore Family Office, LLC | 23,029 | $199.7K | 0.05% | 00.0% | Unchanged |
| Connable Office Inc | 23,998 | $205.4K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,302 | $208.0K | 0.00% | −3,241−11.8% | Reduced |
| Mackenzie Financial Corp | 26,693 | $210.9K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 24,500 | $212.4K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 24,862 | $212.8K | 0.01% | +1,236+5.2% | Added |
| Rodgers & Associates, LTD | 25,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 25,153 | $215.3K | 0.10% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25,862 | $221.0K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25,700 | $221.4K | 0.12% | +25,700 | New |
| First National Trust Co | 26,000 | $222.6K | 0.01% | −630−2.4% | Reduced |
| Watershed Asset Management, L.L.C. | 26,025 | $222.8K | 0.27% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 26,124 | $223.6K | 0.04% | −1,550−5.6% | Reduced |
| Guggenheim Capital LLC | 26,146 | $223.8K | 0.00% | −8,564−24.7% | Reduced |
| AlphaMark Advisors, LLC | 26,221 | $224.0K | 0.10% | +26,221 | New |
| NinePointTwo Capital | 26,628 | $227.0K | 0.09% | +26,628 | New |
| Crossmark Global Holdings, Inc. | 27,479 | $231.0K | 0.01% | +60+0.2% | Added |
| Cim Investment Mangement Inc | 27,213 | $232.9K | 0.09% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27,915 | $239.0K | 0.22% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 28,360 | $242.8K | 0.24% | 00.0% | Unchanged |
| Tower Bridge Advisors | 29,000 | $248.2K | 0.02% | −7,000−19.4% | Reduced |
| Paragon Capital Management Ltd | 30,283 | $259.2K | 0.06% | −1,012−3.2% | Reduced |
| United Services Automobile Association | 31,670 | $271.1K | 0.01% | +2,470+8.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 31,958 | $273.6K | 0.08% | +15,979+100.0% | Added |
| Ethic Inc. | 32,019 | $274.1K | 0.01% | +15,710+96.3% | Added |
| HSBC Holdings PLC | 32,131 | $274.9K | 0.00% | +2,987+10.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,387 | $285.8K | 0.00% | +33,387 | New |
| Fifth Third Bancorp | 33,865 | $289.9K | 0.00% | +1,229+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,126 | $292.0K | 0.00% | −257−0.7% | Reduced |
| Profund Advisors LLC | 34,386 | $294.3K | 0.02% | −5,496−13.8% | Reduced |
| Toroso Investments, LLC | 35,708 | $305.7K | 0.01% | −20−0.1% | Reduced |
| CWM Advisors, LLC | 35,767 | $306.2K | 0.04% | −4,612−11.4% | Reduced |
| Pacer Advisors, Inc. | 35,791 | $306.4K | 0.00% | −38,209−51.6% | Reduced |
| Securian Asset Management, Inc | 36,117 | $309.2K | 0.01% | −1,434−3.8% | Reduced |
| Resources Management Corp | 36,200 | $310.0K | 0.05% | +1,900+5.5% | Added |
| Advisor Group Holdings, Inc. | 36,323 | $310.9K | 0.00% | −1,457−3.9% | Reduced |
| STRS Ohio | 36,800 | $315.0K | 0.00% | +7,600+26.0% | Added |
| Hyman Charles D | 37,934 | $325.0K | 0.02% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 38,265 | $327.5K | 0.29% | +455+1.2% | Added |
| Cetera Investment Advisers | 38,431 | $329.0K | 0.00% | +7,612+24.7% | Added |
| Federated Hermes, Inc. | 39,193 | $335.5K | 0.00% | −20,041−33.8% | Reduced |
| Henshaw Capital LLC | 39,356 | $336.9K | 0.02% | +14,137+56.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,923 | $358.9K | 0.02% | −2,398−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,569 | $364.4K | 0.01% | +710+1.7% | Added |
| Advisory Services Network, LLC | 42,701 | $365.5K | 0.01% | −463−1.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 43,600 | $373.2K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 43,669 | $373.8K | 0.01% | +302+0.7% | Added |
| Teton Advisors, Inc. | 44,800 | $383.5K | 0.12% | −559−1.2% | Reduced |
| Connectus Wealth, LLC | 45,203 | $386.9K | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 47,858 | $409.7K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 48,512 | $415.3K | 0.00% | +14,388+42.2% | Added |
| WBI Investments | 49,473 | $423.5K | 0.09% | +3,461+7.5% | Added |
| NJ State Employees Deferred Compensation Plan | 49,600 | $424.6K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 42,544 | $427.8K | 0.00% | +795+1.9% | Added |
| Ionic Capital Management LLC | 50,000 | $428.0K | 0.17% | +50,000 | New |
| State of Alaska, Department of Revenue | 50,617 | $433.0K | 0.01% | −1,625−3.1% | Reduced |
| Pictet Asset Management Holding SA | 51,231 | $438.5K | 0.00% | +51,231 | New |
| Keeley-Teton Advisors, LLC | 51,720 | $442.7K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 53,620 | $459.0K | 0.10% | −687−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 55,003 | $470.8K | 0.00% | −348−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 55,174 | $472.3K | 0.09% | 00.0% | Unchanged |
| EJF Capital LLC | 55,403 | $474.3K | 0.21% | −170,147−75.4% | Reduced |
| Squarepoint Ops LLC | 57,037 | $488.2K | 0.00% | −11,424−16.7% | Reduced |
| HighTower Advisors, LLC | 58,639 | $499.0K | 0.00% | −3,146−5.1% | Reduced |
| Greenleaf Trust | 58,854 | $503.8K | 0.01% | −160.0% | Reduced |
| Hallmark Capital Management Inc | 60,277 | $516.0K | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 61,300 | $525.0K | 0.01% | −5,900−8.8% | Reduced |
| Pinnacle Associates Ltd | 61,392 | $525.5K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 61,638 | $527.6K | 0.01% | −424−0.7% | Reduced |
| Sutton Wealth Advisors Inc. | 63,303 | $541.9K | 0.27% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 65,483 | $561.0K | 0.19% | +65,483 | New |
| HRT Financial LP | 65,931 | $564.0K | 0.01% | +25,402+62.7% | Added |
| Teacher Retirement System of Texas | 66,227 | $567.0K | 0.00% | −2,132−3.1% | Reduced |
| Janney Montgomery Scott LLC | 68,251 | $584.0K | 0.00% | +7,709+12.7% | Added |
| Ignite Planners, LLC | 73,302 | $591.6K | 0.18% | +73,302 | New |
| Public Employees Retirement Association of Colorado | 70,132 | $600.0K | 0.00% | −49,121−41.2% | Reduced |
| Trexquant Investment LP | 70,824 | $606.3K | 0.02% | +37,331+111.5% | Added |
| Captrust Financial Advisors | 71,330 | $610.6K | 0.00% | −43−0.1% | Reduced |
| Texas Yale Capital Corp. | 72,171 | $617.8K | 0.03% | −28,529−28.3% | Reduced |
| RMB Capital Management, LLC | 75,000 | $642.0K | 0.02% | −50,000−40.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,318 | $662.0K | 0.00% | −387,222−83.4% | Reduced |
| Creative Planning | 77,529 | $663.6K | 0.00% | +11,335+17.1% | Added |
| CI Private Wealth, LLC | 78,566 | $672.5K | 0.00% | +47,106+149.7% | Added |