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, Q4 2023
Institutional positions in Valley National Bancorp as of Dec 31, 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
- 336
- +18 vs. Q3 2023
- Shares held
- 310.4M
- +554.2K (+0.2%) vs. Q3 2023
- Total value
- $3.37B
- +$718.8M (+27.1%) vs. Q3 2023
- New holders
- 51
- 107 more added
- Sold out
- 33
- 112 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $0 | 0.00% | +39 | New |
| NewSquare Capital LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 23 | $250 | 0.00% | −25−52.1% | Reduced |
| Private Trust Co NA | 25 | $272 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $681 | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 65 | $706 | 0.00% | +65 | New |
| DiNuzzo Private Wealth, Inc. | 69 | $750 | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 74 | $804 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $901 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 120 | $1.00K | 0.00% | +120 | New |
| Avion Wealth | 124 | $1.00K | 0.00% | +124 | New |
| Goodman Advisory Group, LLC | 100 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $1.23K | 0.00% | +1+0.9% | Added |
| Arlington Trust Co LLC | 163 | $1.77K | 0.00% | +163 | New |
| Private Wealth Management Group, LLC | 178 | $1.93K | 0.00% | +178 | New |
| Naples Money Management LLC | 180 | $1.96K | 0.00% | +180 | New |
| Farmers & Merchants Investments Inc | 183 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $2.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 204 | $2.22K | 0.00% | +2+1.0% | Added |
| Glassman Wealth Services | 234 | $2.54K | 0.00% | −22−8.6% | Reduced |
| Versant Capital Management, Inc | 243 | $2.64K | 0.00% | −157−39.3% | Reduced |
| Massmutual Trust Co FSB | 309 | $3.36K | 0.00% | +27+9.6% | Added |
| Payden & Rygel | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 386 | $4.19K | 0.00% | +276+250.9% | Added |
| SRS Capital Advisors, Inc. | 559 | $6.07K | 0.00% | −123−18.0% | Reduced |
| Allworth Financial LP | 941 | $10.2K | 0.00% | +7+0.7% | Added |
| Game Plan Financial Advisors, LLC | 1,000 | $10.9K | 0.01% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,007 | $10.9K | 0.00% | +13+1.3% | Added |
| McIlrath & Eck, LLC | 1,118 | $12.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,184 | $12.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,597 | $14.0K | 0.00% | +758+90.3% | Added |
| Principal Securities, Inc. | 1,579 | $17.1K | 0.00% | +1,579 | New |
| Lindbrook Capital, LLC | 1,624 | $17.6K | 0.00% | −1,423−46.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,935 | $21.0K | 0.00% | −13,051−87.1% | Reduced |
| Parallel Advisors, LLC | 2,112 | $22.9K | 0.00% | −2,651−55.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $23.0K | 0.00% | −175−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,661 | $28.9K | 0.00% | −1,306−32.9% | Reduced |
| Global Retirement Partners, LLC | 2,925 | $29.4K | 0.00% | +279+10.5% | Added |
| GAMMA Investing LLC | 3,212 | $30.9K | 0.01% | +3,212 | New |
| Baldwin Brothers Inc | 3,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,152 | $34.2K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,167 | $34.4K | 0.00% | +39+1.2% | Added |
| Advisors Asset Management, Inc. | 3,252 | $35.3K | 0.00% | +180+5.9% | Added |
| Clear Street Markets LLC | 3,291 | $36.0K | 0.01% | +3,291 | New |
| Nomura Asset Management Co Ltd | 3,600 | $39.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,669 | $39.8K | 0.00% | +3,669 | New |
| CWM, LLC | 3,883 | $42.0K | 0.00% | −375−8.8% | Reduced |
| Sandy Spring Bank | 4,381 | $47.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $51.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,781 | $52.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,798 | $52.1K | 0.00% | +411+9.4% | Added |
| Torno Capital, LLC | 5,000 | $54.3K | 0.06% | +5,000 | New |
| Key Financial Inc | 5,494 | $59.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5,770 | $63.3K | 0.01% | +38+0.7% | Added |
| Public Employees Retirement System of Ohio | 6,354 | $69.0K | 0.00% | +383+6.4% | Added |
| Knott David M Jr | 6,400 | $70.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,590 | $71.6K | 0.00% | +159+2.5% | Added |
| GWM Advisors LLC | 6,659 | $72.3K | 0.00% | +262+4.1% | Added |
| Ci Investments Inc. | 6,984 | $76.0K | 0.00% | +1,256+21.9% | Added |
| KBC Group NV | 8,374 | $91.0K | 0.00% | +2,505+42.7% | Added |
| Peapack Gladstone Financial Corp | 10,148 | $110.0K | 0.00% | −10,154−50.0% | Reduced |
| SFMG, LLC | 10,156 | $110.3K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,347 | $110.7K | 0.00% | +10,347 | New |
| Orion Portfolio Solutions, LLC | 10,347 | $110.7K | 0.00% | +10,347 | New |
| Stratos Wealth Partners, LTD. | 10,352 | $112.4K | 0.00% | −522−4.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 10,715 | $116.4K | 0.11% | +10,715 | New |
| Cetera Advisor Networks LLC | 10,999 | $119.4K | 0.00% | +10,999 | New |
| Wealth Quarterback LLC | 11,089 | $120.4K | 0.07% | +20+0.2% | Added |
| Breakwater Capital Group | 11,295 | $120.9K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,112 | $121.0K | 0.05% | +143+1.3% | Added |
| CIBC Asset Management Inc | 11,179 | $121.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,447 | $124.3K | 0.00% | −8,090−41.4% | Reduced |
| Elequin Capital LP | 11,601 | $126.0K | 0.04% | +50.0% | Added |
| Van Hulzen Asset Management, LLC | 11,800 | $128.0K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 11,813 | $128.3K | 0.02% | −2,191−15.6% | Reduced |
| Baird Financial Group, Inc. | 11,946 | $129.7K | 0.00% | −4,609−27.8% | Reduced |
| Gables Capital Management Inc. | 12,000 | $130.3K | 0.08% | −1,500−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,133 | $131.8K | 0.00% | +460+3.9% | Added |
| Planning Capital Management Corp | 12,239 | $132.9K | 0.10% | +12,239 | New |
| O'Shaughnessy Asset Management, LLC | 12,278 | $133.3K | 0.00% | +12,278 | New |
| Private Portfolio Partners LLC | 12,500 | $135.8K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 12,524 | $136.0K | 0.00% | +12,524 | New |
| JJJ Advisors Inc. | 12,501 | $136.2K | 0.03% | −315−2.5% | Reduced |
| Moors & Cabot, Inc. | 12,600 | $136.8K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 12,614 | $137.0K | 0.00% | +12,614 | New |
| Ieq Capital, LLC | 12,957 | $140.7K | 0.00% | +337+2.7% | Added |
| Bessemer Group Inc | 13,173 | $143.0K | 0.00% | +2,209+20.1% | Added |
| AE Wealth Management LLC | 13,894 | $143.7K | 0.00% | +1,802+14.9% | Added |
| W Advisors, LLC | 13,339 | $144.9K | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,544 | $147.1K | 0.00% | +13,544 | New |
| Grimes & Company, Inc. | 14,500 | $157.5K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,659 | $159.2K | 0.00% | +1,773+13.8% | Added |
| Transcend Wealth Collective, LLC | 15,216 | $165.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 15,250 | $165.6K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,707 | $170.6K | 0.01% | +5,568+54.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $173.5K | 0.09% | −15,979−50.0% | Reduced |
| Axq Capital, LP | 16,837 | $182.8K | 0.05% | +16,837 | New |
| Forum Financial Management, LP | 17,173 | $186.5K | 0.00% | +4,941+40.4% | Added |