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 |
|---|---|---|---|---|---|
| Rodgers & Associates, LTD | 25,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 24,862 | $212.8K | 0.01% | +1,236+5.2% | Added |
| Legacy Advisors, LLC | 24,500 | $212.4K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,693 | $210.9K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,302 | $208.0K | 0.00% | −3,241−11.8% | Reduced |
| Connable Office Inc | 23,998 | $205.4K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $199.7K | 0.05% | 00.0% | Unchanged |
| Wade G W & Inc | 23,019 | $197.0K | 0.01% | +3,658+18.9% | Added |
| 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 |
| WealthPlan Investment Management, LLC | 22,964 | $196.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 22,933 | $196.0K | 0.15% | +161+0.7% | Added |
| Shufro Rose & Co LLC | 22,500 | $192.6K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 22,422 | $191.9K | 0.09% | +22,422 | New |
| Verition Fund Management LLC | 21,540 | $184.4K | 0.00% | −17,239−44.5% | Reduced |
| WSFS Capital Management, LLC | 20,627 | $176.6K | 0.01% | +20,627 | New |
| FMR LLC | 20,618 | $176.5K | 0.00% | +3,710+21.9% | Added |
| Freestone Capital Holdings, LLC | 20,502 | $175.5K | 0.01% | −12,011−36.9% | Reduced |
| Peapack Gladstone Financial Corp | 20,302 | $173.0K | 0.00% | −1,470−6.8% | Reduced |
| Shelton Capital Management | 19,658 | $168.3K | 0.01% | −1,892−8.8% | Reduced |
| Private Advisor Group, LLC | 19,537 | $167.2K | 0.00% | −5,168−20.9% | Reduced |
| First Republic Investment Management, Inc. | 18,581 | $159.1K | 0.00% | +3,399+22.4% | Added |
| Kestra Advisory Services, LLC | 17,597 | $150.6K | 0.00% | +105+0.6% | Added |
| Tower Research Capital LLC (TRC) | 17,488 | $149.7K | 0.00% | −23,850−57.7% | Reduced |
| Modera Wealth Management, LLC | 17,284 | $148.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,161 | $146.9K | 0.00% | +1,102+6.9% | Added |
| D. E. Shaw & Co., Inc. | 16,584 | $142.0K | 0.00% | +16,584 | New |
| Baird Financial Group, Inc. | 16,555 | $141.7K | 0.00% | −111−0.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 15,722 | $134.6K | 0.08% | −5,459−25.8% | Reduced |
| Twinbeech Capital LP | 15,683 | $134.2K | 0.00% | +15,683 | New |
| Drive Wealth Management, LLC | 15,451 | $134.2K | 0.05% | −6,736−30.4% | Reduced |
| PSI Advisors, LLC | 15,250 | $130.5K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,241 | $130.5K | 0.00% | −344−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 15,216 | $130.2K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 15,154 | $129.7K | 0.02% | +15,154 | New |
| Allspring Global Investments Holdings, LLC | 14,986 | $128.3K | 0.00% | −511−3.3% | Reduced |
| Grimes & Company, Inc. | 14,500 | $124.1K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,004 | $119.9K | 0.02% | −99,291−87.6% | Reduced |
| Gables Capital Management Inc. | 13,500 | $115.6K | 0.08% | 00.0% | Unchanged |
| W Advisors, LLC | 13,339 | $114.2K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,886 | $110.3K | 0.00% | +12,886 | New |
| JJJ Advisors Inc. | 12,816 | $110.2K | 0.03% | +2,454+23.7% | Added |
| Virtu Financial LLC | 12,868 | $110.0K | 0.01% | +12,868 | New |
| Easterly Investment Partners LLC | 12,759 | $109.2K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,620 | $108.0K | 0.00% | +173+1.4% | Added |
| Moors & Cabot, Inc. | 12,600 | $107.9K | 0.01% | −8,500−40.3% | Reduced |
| Private Portfolio Partners LLC | 12,500 | $107.0K | 0.03% | +12,500 | New |
| Forum Financial Management, LP | 12,232 | $104.7K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,092 | $103.5K | 0.00% | +258+2.2% | Added |
| Teza Capital Management LLC | 11,886 | $101.7K | 0.02% | +11,886 | New |
| Van Hulzen Asset Management, LLC | 11,800 | $101.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,673 | $99.9K | 0.00% | +160+1.4% | Added |
| Elequin Capital LP | 11,596 | $99.3K | 0.02% | −3,045−20.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,328 | $98.2K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 11,279 | $96.3K | 0.03% | −1,276−10.2% | Reduced |
| Greenwich Wealth Management LLC | 11,182 | $96.0K | 0.01% | +116+1.0% | Added |
| CIBC Asset Management Inc | 11,179 | $95.7K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 11,123 | $95.2K | 0.00% | +11,123 | New |
| Wealth Quarterback LLC | 11,069 | $94.8K | 0.08% | −2,079−15.8% | Reduced |
| Garden State Investment Advisory Services LLC | 10,969 | $94.2K | 0.04% | +151+1.4% | Added |
| Jump Financial, LLC | 10,911 | $93.4K | 0.00% | +10,911 | New |
| Stratos Wealth Partners, LTD. | 10,874 | $93.1K | 0.00% | +10,874 | New |
| Bessemer Group Inc | 10,964 | $93.0K | 0.00% | −190−1.7% | Reduced |
| Clark Capital Management Group, Inc. | 10,581 | $90.6K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 11,295 | $87.5K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 10,156 | $86.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,139 | $86.8K | 0.01% | −29−0.3% | Reduced |
| Shell Asset Management Co | 9,236 | $79.0K | 0.00% | −142−1.5% | Reduced |
| US Bancorp | 6,431 | $55.0K | 0.00% | −724−10.1% | Reduced |
| Knott David M Jr | 6,400 | $55.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,397 | $54.8K | 0.00% | +4,223+194.3% | Added |
| Public Employees Retirement System of Ohio | 5,971 | $51.0K | 0.00% | +337+6.0% | Added |
| KBC Group NV | 5,869 | $50.0K | 0.00% | +5,869 | New |
| Prestige Wealth Management Group LLC | 5,732 | $49.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,728 | $49.0K | 0.00% | −4−0.1% | Reduced |
| Key Financial Inc | 5,494 | $47.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,781 | $40.9K | 0.00% | −214−4.3% | Reduced |
| Parallel Advisors, LLC | 4,763 | $40.8K | 0.00% | +913+23.7% | Added |
| Asset Dedication, LLC | 4,725 | $40.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,387 | $37.6K | 0.01% | −16,101−78.6% | Reduced |
| Sandy Spring Bank | 4,381 | $37.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,258 | $36.0K | 0.00% | +188+4.6% | Added |
| EverSource Wealth Advisors, LLC | 3,967 | $34.0K | 0.00% | −2,351−37.2% | Reduced |
| Nomura Asset Management Co Ltd | 3,600 | $30.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,152 | $27.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,128 | $26.8K | 0.00% | −1,254−28.6% | Reduced |
| Advisors Asset Management, Inc. | 3,072 | $26.3K | 0.00% | −2,130−40.9% | Reduced |
| Lindbrook Capital, LLC | 3,047 | $26.1K | 0.00% | +484+18.9% | Added |
| Baldwin Brothers Inc | 3,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,646 | $20.8K | 0.00% | +2,610+7,250.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,290 | $19.6K | 0.00% | +2+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,184 | $10.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,118 | $9.57K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $8.56K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 994 | $8.51K | 0.00% | +14+1.4% | Added |
| Allworth Financial LP | 934 | $8.00K | 0.00% | +168+21.9% | Added |
| Ronald Blue Trust, Inc. | 839 | $7.00K | 0.00% | +318+61.0% | Added |
| SRS Capital Advisors, Inc. | 682 | $5.84K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 572 | $5.00K | 0.00% | −456−44.4% | Reduced |