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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 17,488 | $189.9K | 0.00% | +204+1.2% | Added |
| Gotham Asset Management, LLC | 17,715 | $192.4K | 0.00% | −6,587−27.1% | Reduced |
| Shufro Rose & Co LLC | 22,500 | $192.6K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,735 | $192.6K | 0.00% | +138+0.8% | Added |
| Diversified Trust Co | 17,752 | $192.8K | 0.01% | +17,752 | New |
| Signaturefd, LLC | 17,798 | $193.3K | 0.00% | +637+3.7% | Added |
| D. E. Shaw & Co., Inc. | 18,028 | $195.8K | 0.00% | +1,444+8.7% | Added |
| Covestor Ltd | 18,283 | $199.0K | 0.14% | −4,650−20.3% | Reduced |
| Shelton Capital Management | 18,393 | $199.7K | 0.01% | −1,265−6.4% | Reduced |
| Freestone Capital Holdings, LLC | 18,885 | $205.1K | 0.01% | −1,617−7.9% | Reduced |
| Nomura Holdings Inc | 18,996 | $206.3K | 0.00% | +18,996 | New |
| Two Sigma Securities, LLC | 19,427 | $211.0K | 0.01% | +19,427 | New |
| Connable Office Inc | 19,819 | $215.2K | 0.03% | −4,179−17.4% | Reduced |
| Concurrent Investment Advisors, LLC | 19,871 | $215.8K | 0.01% | +19,871 | New |
| First National Trust Co | 20,000 | $217.2K | 0.01% | −6,000−23.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,000 | $217.2K | 0.00% | −3,000−13.0% | Reduced |
| WSFS Capital Management, LLC | 20,627 | $224.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 20,629 | $224.0K | 0.00% | −228,932−91.7% | Reduced |
| HSBC Holdings PLC | 21,174 | $229.9K | 0.00% | −10,957−34.1% | Reduced |
| Envestnet Asset Management Inc | 21,790 | $236.6K | 0.00% | +6,549+43.0% | Added |
| Wade G W & Inc | 22,719 | $247.0K | 0.01% | −300−1.3% | Reduced |
| WealthPlan Investment Management, LLC | 22,964 | $249.4K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 23,073 | $251.0K | 0.01% | +13,837+149.8% | Added |
| Biltmore Family Office, LLC | 23,029 | $252.6K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 23,529 | $255.5K | 0.01% | +12,406+111.5% | Added |
| FMR LLC | 23,537 | $255.6K | 0.00% | +2,919+14.2% | Added |
| Verition Fund Management LLC | 23,643 | $256.8K | 0.00% | +2,103+9.8% | Added |
| Metropolitan Life Insurance Co | 24,219 | $263.0K | 0.01% | −643−2.6% | Reduced |
| Paragon Capital Management Ltd | 24,275 | $263.6K | 0.05% | −6,008−19.8% | Reduced |
| Legacy Advisors, LLC | 24,500 | $268.8K | 0.03% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 25,000 | $271.5K | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,046 | $272.0K | 0.00% | +25,046 | New |
| Trust Point Inc. | 25,431 | $276.2K | 0.02% | +25,431 | New |
| Cambridge Investment Research Advisors, Inc. | 25,512 | $277.0K | 0.00% | −8,614−25.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,700 | $280.6K | 0.12% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25,862 | $280.9K | 0.10% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 25,948 | $281.8K | 0.12% | +795+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,010 | $282.5K | 0.02% | −15,913−38.0% | Reduced |
| Sax Wealth Advisors, LLC | 26,124 | $283.7K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 26,569 | $288.5K | 0.00% | +3,569+15.5% | Added |
| NinePointTwo Capital | 26,628 | $289.0K | 0.11% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,693 | $289.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 27,024 | $293.5K | 0.06% | +27,024 | New |
| Cim Investment Mangement Inc | 27,213 | $295.5K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 27,369 | $297.0K | 0.01% | −110−0.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $303.2K | 0.25% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 28,360 | $308.0K | 0.27% | 00.0% | Unchanged |
| Tower Bridge Advisors | 29,000 | $314.9K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,436 | $319.7K | 0.00% | −6,887−19.0% | Reduced |
| Equitable Holdings, Inc. | 29,627 | $321.7K | 0.00% | −14,042−32.2% | Reduced |
| AlphaMark Advisors, LLC | 30,022 | $326.0K | 0.12% | +3,801+14.5% | Added |
| Ethic Inc. | 30,508 | $331.3K | 0.01% | −1,511−4.7% | Reduced |
| Toroso Investments, LLC | 31,578 | $342.9K | 0.01% | −4,130−11.6% | Reduced |
| 1832 Asset Management L.P. | 32,200 | $349.7K | 0.00% | +32,200 | New |
| Martingale Asset Management L P | 33,429 | $363.0K | 0.01% | +33,429 | New |
| Fifth Third Bancorp | 33,539 | $364.2K | 0.00% | −326−1.0% | Reduced |
| Gibson Capital, LLC | 33,574 | $364.6K | 0.09% | +33,574 | New |
| CWM Advisors, LLC | 35,271 | $383.0K | 0.04% | −496−1.4% | Reduced |
| Delta Financial Group, Inc. | 35,702 | $388.0K | 0.12% | −29,781−45.5% | Reduced |
| Quest Partners LLC | 35,873 | $389.6K | 0.08% | +35,873 | New |
| Securian Asset Management, Inc | 35,989 | $390.8K | 0.01% | −128−0.4% | Reduced |
| Resources Management Corp | 36,200 | $393.0K | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 36,636 | $397.9K | 0.01% | +4,966+15.7% | Added |
| Cetera Investment Advisers | 36,723 | $398.8K | 0.00% | −1,708−4.4% | Reduced |
| AlphaQ Advisors LLC | 37,000 | $401.8K | 0.28% | −1,265−3.3% | Reduced |
| Hyman Charles D | 37,934 | $412.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 38,442 | $417.5K | 0.02% | +4,056+11.8% | Added |
| STRS Ohio | 38,800 | $421.0K | 0.00% | +2,000+5.4% | Added |
| Henshaw Capital LLC | 39,356 | $427.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 40,099 | $435.5K | 0.01% | −2,470−5.8% | Reduced |
| WBI Investments | 40,370 | $438.4K | 0.09% | −9,103−18.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,619 | $441.1K | 0.00% | +7,232+21.7% | Added |
| State of Wisconsin Investment Board | 40,931 | $444.5K | 0.00% | −7,581−15.6% | Reduced |
| Bayesian Capital Management, LP | 41,000 | $445.3K | 0.05% | +41,000 | New |
| Pinnacle Associates Ltd | 41,392 | $449.5K | 0.01% | −20,000−32.6% | Reduced |
| Advisory Services Network, LLC | 41,436 | $450.0K | 0.01% | −1,265−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 42,385 | $460.3K | 0.01% | +42,385 | New |
| Edgestream Partners, L.P. | 42,624 | $462.9K | 0.03% | −44,044−50.8% | Reduced |
| HighTower Advisors, LLC | 43,416 | $471.0K | 0.00% | −15,223−26.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 43,600 | $473.5K | 0.03% | 00.0% | Unchanged |
| EJF Capital LLC | 43,743 | $475.0K | 0.25% | −11,660−21.0% | Reduced |
| Teton Advisors, Inc. | 44,000 | $477.8K | 0.16% | −800−1.8% | Reduced |
| Teacher Retirement System of Texas | 44,071 | $479.0K | 0.00% | −22,156−33.5% | Reduced |
| Connectus Wealth, LLC | 45,203 | $490.9K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 46,052 | $500.0K | 0.01% | −4,565−9.0% | Reduced |
| Cannell Peter B & Co Inc | 47,858 | $519.7K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 48,941 | $531.5K | 0.00% | +22,795+87.2% | Added |
| NJ State Employees Deferred Compensation Plan | 49,600 | $538.7K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 50,231 | $546.0K | 0.00% | −18,020−26.4% | Reduced |
| Pictet Asset Management Holding SA | 51,231 | $556.4K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 51,720 | $561.7K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 52,677 | $572.1K | 0.00% | +13,484+34.4% | Added |
| Linden Thomas Advisory Services, LLC | 54,170 | $588.3K | 0.11% | +550+1.0% | Added |
| The PNC Financial Services Group, Inc. | 54,396 | $590.7K | 0.00% | −607−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 55,174 | $599.2K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 57,599 | $625.5K | 0.00% | −13,731−19.2% | Reduced |
| Greenleaf Trust | 58,838 | $639.0K | 0.01% | −160.0% | Reduced |
| Hallmark Capital Management Inc | 60,277 | $654.6K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 61,300 | $666.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 62,924 | $683.4K | 0.01% | +1,286+2.1% | Added |