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Livermore
Livermore
ZHEN

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.

Other share classesVLYPNVLYPOVLYPP

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.

Institutional holdersQ4 2023: 336 institutions
Q1 2021: 289 institutionsQ2 2021: 290 institutionsQ3 2021: 310 institutionsQ4 2021: 321 institutionsQ1 2022: 316 institutionsQ2 2022: 346 institutionsQ3 2022: 333 institutionsQ4 2022: 346 institutionsQ1 2023: 333 institutionsQ2 2023: 330 institutionsQ3 2023: 324 institutionsQ4 2023: 336 institutionsQ1 2024: 362 institutionsQ2 2024: 353 institutionsQ3 2024: 352 institutionsQ4 2024: 376 institutionsQ1 2025: 381 institutionsQ2 2025: 396 institutionsQ3 2025: 408 institutionsQ4 2025: 456 institutionsQ1 2026: 468 institutionsQ2 2026: 475 institutions
Value heldQ4 2023: $3.37B
Q1 2021: $3.58BQ2 2021: $3.49BQ3 2021: $3.48BQ4 2021: $3.59BQ1 2022: $3.55BQ2 2022: $2.92BQ3 2022: $3.05BQ4 2022: $3.35BQ1 2023: $2.84BQ2 2023: $2.43BQ3 2023: $2.66BQ4 2023: $3.37BQ1 2024: $2.60BQ2 2024: $2.35BQ3 2024: $3.01BQ4 2024: $3.49BQ1 2025: $3.56BQ2 2025: $3.49BQ3 2025: $4.31BQ4 2025: $4.87BQ1 2026: $5.03BQ2 2026: $6.22B
Institutions holding VLY and their total value by quarter
QuarterHoldersValue
Q2 2026475$6.22B
Q1 2026468$5.03B
Q4 2025456$4.87B
Q3 2025408$4.31B
Q2 2025396$3.49B
Q1 2025381$3.56B
Q4 2024376$3.49B
Q3 2024352$3.01B
Q2 2024353$2.35B
Q1 2024362$2.60B
Q4 2023336$3.37B
Q3 2023324$2.66B
Q2 2023330$2.43B
Q1 2023333$2.84B
Q4 2022346$3.35B
Q3 2022333$3.05B
Q2 2022346$2.92B
Q1 2022316$3.55B
Q4 2021321$3.59B
Q3 2021310$3.48B
Q2 2021290$3.49B
Q1 2021289$3.58B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2023.

Institutions holding VLY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Highlander Capital Management, LLC25,862$280.9K0.10%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC25,700$280.6K0.12%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.25,512$277.0K0.00%−8,614−25.2%Reduced
Trust Point Inc.25,431$276.2K0.02%+25,431New
Natixis Advisors, L.P.25,046$272.0K0.00%+25,046New
Rodgers & Associates, LTD25,000$271.5K0.04%00.0%Unchanged
Legacy Advisors, LLC24,500$268.8K0.03%00.0%Unchanged
Paragon Capital Management Ltd24,275$263.6K0.05%−6,008−19.8%Reduced
Metropolitan Life Insurance Co24,219$263.0K0.01%−643−2.6%Reduced
Verition Fund Management LLC23,643$256.8K0.00%+2,103+9.8%Added
FMR LLC23,537$255.6K0.00%+2,919+14.2%Added
GTS Securities LLC23,529$255.5K0.01%+12,406+111.5%Added
Biltmore Family Office, LLC23,029$252.6K0.05%00.0%Unchanged
Shell Asset Management Co23,073$251.0K0.01%+13,837+149.8%Added
WealthPlan Investment Management, LLC22,964$249.4K0.04%00.0%Unchanged
Wade G W & Inc22,719$247.0K0.01%−300−1.3%Reduced
Envestnet Asset Management Inc21,790$236.6K0.00%+6,549+43.0%Added
HSBC Holdings PLC21,174$229.9K0.00%−10,957−34.1%Reduced
Holocene Advisors, LP20,629$224.0K0.00%−228,932−91.7%Reduced
WSFS Capital Management, LLC20,627$224.0K0.01%00.0%Unchanged
First National Trust Co20,000$217.2K0.01%−6,000−23.1%Reduced
Cullen/Frost Bankers, Inc.20,000$217.2K0.00%−3,000−13.0%Reduced
Concurrent Investment Advisors, LLC19,871$215.8K0.01%+19,871New
Connable Office Inc19,819$215.2K0.03%−4,179−17.4%Reduced
Two Sigma Securities, LLC19,427$211.0K0.01%+19,427New
Nomura Holdings Inc18,996$206.3K0.00%+18,996New
Freestone Capital Holdings, LLC18,885$205.1K0.01%−1,617−7.9%Reduced
Shelton Capital Management18,393$199.7K0.01%−1,265−6.4%Reduced
Covestor Ltd18,283$199.0K0.14%−4,650−20.3%Reduced
D. E. Shaw & Co., Inc.18,028$195.8K0.00%+1,444+8.7%Added
Signaturefd, LLC17,798$193.3K0.00%+637+3.7%Added
Diversified Trust Co17,752$192.8K0.01%+17,752New
Shufro Rose & Co LLC22,500$192.6K0.02%00.0%Unchanged
Kestra Advisory Services, LLC17,735$192.6K0.00%+138+0.8%Added
Gotham Asset Management, LLC17,715$192.4K0.00%−6,587−27.1%Reduced
Modera Wealth Management, LLC17,488$189.9K0.00%+204+1.2%Added
Forum Financial Management, LP17,173$186.5K0.00%+4,941+40.4%Added
Axq Capital, LP16,837$182.8K0.05%+16,837New
Wealth Advisors of Tampa Bay, LLC15,979$173.5K0.09%−15,979−50.0%Reduced
Quadrant Capital Group LLC15,707$170.6K0.01%+5,568+54.9%Added
PSI Advisors, LLC15,250$165.6K0.06%00.0%Unchanged
Transcend Wealth Collective, LLC15,216$165.2K0.01%00.0%Unchanged
Neuberger Berman Group LLC14,659$159.2K0.00%+1,773+13.8%Added
Grimes & Company, Inc.14,500$157.5K0.01%00.0%Unchanged
United Capital Financial Advisers, LLC13,544$147.1K0.00%+13,544New
W Advisors, LLC13,339$144.9K0.11%00.0%Unchanged
AE Wealth Management LLC13,894$143.7K0.00%+1,802+14.9%Added
Bessemer Group Inc13,173$143.0K0.00%+2,209+20.1%Added
Ieq Capital, LLC12,957$140.7K0.00%+337+2.7%Added
Bleakley Financial Group, LLC12,614$137.0K0.00%+12,614New
Moors & Cabot, Inc.12,600$136.8K0.01%00.0%Unchanged
JJJ Advisors Inc.12,501$136.2K0.03%−315−2.5%Reduced
Sawtooth Solutions, LLC12,524$136.0K0.00%+12,524New
Private Portfolio Partners LLC12,500$135.8K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC12,278$133.3K0.00%+12,278New
Planning Capital Management Corp12,239$132.9K0.10%+12,239New
Resources Investment Advisors, LLC.12,133$131.8K0.00%+460+3.9%Added
Gables Capital Management Inc.12,000$130.3K0.08%−1,500−11.1%Reduced
Baird Financial Group, Inc.11,946$129.7K0.00%−4,609−27.8%Reduced
Cornercap Investment Counsel Inc11,813$128.3K0.02%−2,191−15.6%Reduced
Van Hulzen Asset Management, LLC11,800$128.0K0.01%00.0%Unchanged
Elequin Capital LP11,601$126.0K0.04%+50.0%Added
Private Advisor Group, LLC11,447$124.3K0.00%−8,090−41.4%Reduced
CIBC Asset Management Inc11,179$121.4K0.00%00.0%Unchanged
Garden State Investment Advisory Services LLC11,112$121.0K0.05%+143+1.3%Added
Breakwater Capital Group11,295$120.9K0.03%00.0%Unchanged
Wealth Quarterback LLC11,089$120.4K0.07%+20+0.2%Added
Cetera Advisor Networks LLC10,999$119.4K0.00%+10,999New
Ledgewood Wealth Advisors, LLC10,715$116.4K0.11%+10,715New
Stratos Wealth Partners, LTD.10,352$112.4K0.00%−522−4.8%Reduced
Brinker Capital Investments, LLC10,347$110.7K0.00%+10,347New
Orion Portfolio Solutions, LLC10,347$110.7K0.00%+10,347New
SFMG, LLC10,156$110.3K0.01%00.0%Unchanged
Peapack Gladstone Financial Corp10,148$110.0K0.00%−10,154−50.0%Reduced
KBC Group NV8,374$91.0K0.00%+2,505+42.7%Added
Ci Investments Inc.6,984$76.0K0.00%+1,256+21.9%Added
GWM Advisors LLC6,659$72.3K0.00%+262+4.1%Added
US Bancorp6,590$71.6K0.00%+159+2.5%Added
Knott David M Jr6,400$70.0K0.03%00.0%Unchanged
Public Employees Retirement System of Ohio6,354$69.0K0.00%+383+6.4%Added
Prestige Wealth Management Group LLC5,770$63.3K0.01%+38+0.7%Added
Key Financial Inc5,494$59.7K0.02%00.0%Unchanged
Torno Capital, LLC5,000$54.3K0.06%+5,000New
Farther Finance Advisors, LLC4,798$52.1K0.00%+411+9.4%Added
Amundi4,781$52.0K0.00%00.0%Unchanged
Asset Dedication, LLC4,725$51.0K0.00%00.0%Unchanged
Sandy Spring Bank4,381$47.6K0.00%00.0%Unchanged
CWM, LLC3,883$42.0K0.00%−375−8.8%Reduced
Wolverine Asset Management LLC3,669$39.8K0.00%+3,669New
Nomura Asset Management Co Ltd3,600$39.1K0.00%00.0%Unchanged
Clear Street Markets LLC3,291$36.0K0.01%+3,291New
Advisors Asset Management, Inc.3,252$35.3K0.00%+180+5.9%Added
IFP Advisors, Inc3,167$34.4K0.00%+39+1.2%Added
Norwood Financial Corp3,152$34.2K0.05%00.0%Unchanged
Baldwin Brothers Inc3,000$32.6K0.00%00.0%Unchanged
GAMMA Investing LLC3,212$30.9K0.01%+3,212New
Global Retirement Partners, LLC2,925$29.4K0.00%+279+10.5%Added
EverSource Wealth Advisors, LLC2,661$28.9K0.00%−1,306−32.9%Reduced
Moisand Fitzgerald Tamayo, LLC2,115$23.0K0.00%−175−7.6%Reduced
Parallel Advisors, LLC2,112$22.9K0.00%−2,651−55.7%Reduced