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, Q1 2024
Institutional positions in Valley National Bancorp as of Mar 31, 2024. 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
- 362
- +30 vs. Q4 2023
- Shares held
- 326.0M
- +15.7M (+5.0%) vs. Q4 2023
- Total value
- $2.60B
- −$775.2M (−23.0%) vs. Q4 2023
- New holders
- 70
- 117 more added
- Sold out
- 40
- 107 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $5 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $8 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 23 | $183 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $358 | 0.00% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 68 | $542 | 0.00% | −1−1.4% | Reduced |
| Bell Investment Advisors, Inc | 74 | $590 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $660 | 0.00% | +83 | New |
| Naples Money Management LLC | 83 | $661 | 0.00% | −97−53.9% | Reduced |
| Raffa Wealth Management, LLC | 83 | $661 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $681 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 99 | $789 | 0.00% | −14−12.4% | Reduced |
| Goodman Advisory Group, LLC | 100 | $796 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $876 | 0.00% | +45+69.2% | Added |
| Umb Bank N A | 161 | $1.28K | 0.00% | +161 | New |
| Massmutual Trust Co FSB | 174 | $1.39K | 0.00% | −135−43.7% | Reduced |
| Farmers & Merchants Investments Inc | 183 | $1.46K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 207 | $1.64K | 0.00% | +3+1.5% | Added |
| Piscataqua Savings Bank | 207 | $1.65K | 0.00% | +207 | New |
| JFS Wealth Advisors, LLC | 321 | $2.56K | 0.00% | −65−16.8% | Reduced |
| Payden & Rygel | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 483 | $4.00K | 0.00% | +483 | New |
| Versant Capital Management, Inc | 533 | $4.24K | 0.00% | +290+119.3% | Added |
| SRS Capital Advisors, Inc. | 559 | $4.45K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 880 | $7.00K | 0.00% | +880 | New |
| Allworth Financial LP | 906 | $7.21K | 0.00% | −35−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,051 | $7.37K | 0.00% | −1,610−60.5% | Reduced |
| Game Plan Financial Advisors, LLC | 1,000 | $7.96K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,118 | $8.90K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,375 | $10.9K | 0.00% | +1,375 | New |
| Principal Securities, Inc. | 1,522 | $12.1K | 0.00% | −57−3.6% | Reduced |
| Ancora Advisors, LLC | 1,640 | $13.1K | 0.00% | +1,640 | New |
| Lindbrook Capital, LLC | 1,935 | $15.4K | 0.00% | +311+19.2% | Added |
| Parallel Advisors, LLC | 1,984 | $15.8K | 0.00% | −128−6.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,345 | $18.7K | 0.00% | +748+46.8% | Added |
| Advisors Asset Management, Inc. | 2,416 | $19.2K | 0.00% | −836−25.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,732 | $21.7K | 0.00% | +797+41.2% | Added |
| Old Point Trust & Financial Services N A | 2,784 | $22.2K | 0.01% | +2,784 | New |
| Baldwin Brothers Inc | 3,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,027 | $24.1K | 0.00% | +102+3.5% | Added |
| Knott David M Jr | 3,200 | $25.0K | 0.01% | −3,200−50.0% | Reduced |
| Norwood Financial Corp | 3,152 | $25.1K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,393 | $27.0K | 0.00% | +226+7.1% | Added |
| GAMMA Investing LLC | 3,601 | $28.7K | 0.01% | +389+12.1% | Added |
| Wolverine Asset Management LLC | 3,765 | $30.0K | 0.00% | +96+2.6% | Added |
| Sandy Spring Bank | 4,381 | $34.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,735 | $37.3K | 0.00% | −63−1.3% | Reduced |
| Amundi | 4,781 | $38.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $38.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,373 | $42.8K | 0.04% | +5,373 | New |
| Key Financial Inc | 5,494 | $43.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,600 | $44.6K | 0.00% | +5,600 | New |
| Prestige Wealth Management Group LLC | 5,770 | $46.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,133 | $48.8K | 0.00% | +5,126+509.0% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $49.4K | 0.00% | +2,600+72.2% | Added |
| 1832 Asset Management L.P. | 6,241 | $49.7K | 0.00% | −25,959−80.6% | Reduced |
| Public Employees Retirement System of Ohio | 7,160 | $57.0K | 0.00% | +806+12.7% | Added |
| Parallax Volatility Advisers, L.P. | 7,656 | $60.9K | 0.00% | +7,656 | New |
| CWM, LLC | 8,404 | $67.0K | 0.00% | +4,521+116.4% | Added |
| SFMG, LLC | 10,156 | $80.8K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,148 | $81.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,336 | $82.3K | 0.00% | +3,746+56.8% | Added |
| Ci Investments Inc. | 10,367 | $83.0K | 0.00% | +3,383+48.4% | Added |
| Gotham Asset Management, LLC | 10,471 | $83.3K | 0.00% | −7,244−40.9% | Reduced |
| Moors & Cabot, Inc. | 10,500 | $83.6K | 0.00% | −2,100−16.7% | Reduced |
| Wealth Quarterback LLC | 10,690 | $85.1K | 0.05% | −399−3.6% | Reduced |
| Axq Capital, LP | 10,922 | $86.9K | 0.02% | −5,915−35.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,925 | $87.0K | 0.00% | +10,925 | New |
| Quadrant Capital Group LLC | 10,930 | $87.0K | 0.01% | −4,777−30.4% | Reduced |
| Coldstream Capital Management Inc | 11,066 | $88.1K | 0.00% | +11,066 | New |
| CIBC Asset Management Inc | 11,179 | $89.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 11,409 | $91.0K | 0.00% | +3,035+36.2% | Added |
| Bleakley Financial Group, LLC | 11,533 | $91.8K | 0.00% | −1,081−8.6% | Reduced |
| Simplicity Wealth,LLC | 11,533 | $91.8K | 0.00% | +11,533 | New |
| Garden State Investment Advisory Services LLC | 11,626 | $91.9K | 0.03% | +514+4.6% | Added |
| Van Hulzen Asset Management, LLC | 11,800 | $94.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 12,000 | $95.5K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,894 | $96.1K | 0.00% | +11,894 | New |
| Resources Investment Advisors, LLC. | 12,120 | $96.5K | 0.00% | −13−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,292 | $97.8K | 0.00% | +12,292 | New |
| Paloma Partners Management Co | 12,350 | $98.3K | 0.01% | +12,350 | New |
| Planning Capital Management Corp | 12,368 | $98.4K | 0.07% | +129+1.1% | Added |
| Atom Investors LP | 12,418 | $98.8K | 0.01% | +12,418 | New |
| Private Portfolio Partners LLC | 12,500 | $99.5K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 12,500 | $99.5K | 0.00% | +12,500 | New |
| JJJ Advisors Inc. | 12,475 | $99.8K | 0.02% | −26−0.2% | Reduced |
| Brinker Capital Investments, LLC | 12,541 | $99.8K | 0.00% | +2,194+21.2% | Added |
| Orion Portfolio Solutions, LLC | 12,541 | $99.8K | 0.00% | +2,194+21.2% | Added |
| Diversified Trust Co | 12,882 | $102.5K | 0.00% | −4,870−27.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,261 | $105.6K | 0.01% | −12,749−49.0% | Reduced |
| W Advisors, LLC | 13,339 | $106.2K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,823 | $111.6K | 0.00% | −127,754−90.2% | Reduced |
| Covestor Ltd | 14,064 | $112.0K | 0.07% | −4,219−23.1% | Reduced |
| Grimes & Company, Inc. | 14,500 | $115.4K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,843 | $118.2K | 0.01% | −373−2.5% | Reduced |
| TownSquare Capital, LLC | 14,998 | $119.4K | 0.00% | +14,998 | New |
| PSI Advisors, LLC | 15,250 | $121.4K | 0.04% | 00.0% | Unchanged |