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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 15,846 | $126.1K | 0.02% | −7,118−31.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $127.2K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,603 | $132.2K | 0.00% | +3,646+28.1% | Added |
| Signaturefd, LLC | 16,760 | $133.4K | 0.00% | −1,038−5.8% | Reduced |
| Bessemer Group Inc | 16,766 | $134.0K | 0.00% | +3,593+27.3% | Added |
| Forum Financial Management, LP | 17,173 | $136.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,481 | $139.0K | 0.00% | −8,031−31.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 17,815 | $141.8K | 0.01% | +17,815 | New |
| Mirabella Financial Services LLP | 17,927 | $141.8K | 0.01% | +17,927 | New |
| Kestra Advisory Services, LLC | 17,843 | $142.0K | 0.00% | +108+0.6% | Added |
| Shell Asset Management Co | 20,930 | $146.0K | 0.01% | −2,143−9.3% | Reduced |
| Shelton Capital Management | 18,393 | $146.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,588 | $148.0K | 0.00% | −3,202−14.7% | Reduced |
| Freestone Capital Holdings, LLC | 18,885 | $150.3K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 19,494 | $155.2K | 0.00% | −11,014−36.1% | Reduced |
| Change Path, LLC | 20,000 | $159.0K | 0.01% | +20,000 | New |
| Cullen/Frost Bankers, Inc. | 20,000 | $159.2K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 20,000 | $159.2K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 20,087 | $159.9K | 0.00% | +20,087 | New |
| WSFS Capital Management, LLC | 20,627 | $164.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,760 | $165.3K | 0.01% | +889+4.5% | Added |
| Trust Point Inc. | 20,989 | $167.1K | 0.01% | −4,442−17.5% | Reduced |
| Tower Research Capital LLC (TRC) | 21,337 | $169.8K | 0.00% | −68,953−76.4% | Reduced |
| Quadrature Capital Ltd | 21,517 | $170.8K | 0.00% | +21,517 | New |
| Modera Wealth Management, LLC | 21,723 | $172.9K | 0.00% | +4,235+24.2% | Added |
| Rodgers & Associates, LTD | 22,000 | $175.1K | 0.02% | −3,000−12.0% | Reduced |
| Shufro Rose & Co LLC | 22,500 | $179.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 22,665 | $180.4K | 0.01% | −1,554−6.4% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $185.8K | 0.04% | 00.0% | Unchanged |
| Belvedere Trading LLC | 23,484 | $186.9K | 0.01% | +23,484 | New |
| Headlands Technologies LLC | 23,771 | $189.2K | 0.05% | +23,771 | New |
| GWM Advisors LLC | 23,990 | $191.0K | 0.00% | +17,331+260.3% | Added |
| Connable Office Inc | 24,173 | $192.4K | 0.02% | +4,354+22.0% | Added |
| Paragon Capital Management Ltd | 24,485 | $194.9K | 0.03% | +210+0.9% | Added |
| Legacy Advisors, LLC | 24,500 | $195.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 24,722 | $196.8K | 0.00% | −8,707−26.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 25,670 | $204.3K | 0.00% | −899−3.4% | Reduced |
| Highlander Capital Management, LLC | 25,862 | $205.9K | 0.07% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 25,948 | $206.5K | 0.08% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 28,360 | $210.7K | 0.01% | +28,360 | New |
| Toroso Investments, LLC | 26,645 | $212.1K | 0.00% | −4,933−15.6% | Reduced |
| Mackenzie Financial Corp | 26,693 | $212.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 27,172 | $216.0K | 0.00% | −197−0.7% | Reduced |
| Cim Investment Mangement Inc | 27,213 | $216.6K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 27,503 | $218.9K | 0.02% | +27,503 | New |
| Smallwood Wealth Investment Management, LLC | 27,915 | $222.2K | 0.17% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 28,038 | $223.0K | 0.08% | −1,984−6.6% | Reduced |
| FMR LLC | 28,262 | $225.0K | 0.00% | +4,725+20.1% | Added |
| Kolinsky Wealth Management, LLC | 28,360 | $225.7K | 0.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 29,501 | $235.0K | 0.00% | −14,570−33.1% | Reduced |
| Equitable Holdings, Inc. | 29,706 | $236.5K | 0.00% | +79+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 30,004 | $238.8K | 0.00% | +17,726+144.4% | Added |
| Keynote Financial Services LLC | 30,048 | $239.2K | 0.20% | +30,048 | New |
| Park Avenue Securities LLC | 30,491 | $243.0K | 0.00% | +30,491 | New |
| Sax Wealth Advisors, LLC | 30,588 | $243.5K | 0.03% | +4,464+17.1% | Added |
| IMS Capital Management | 30,600 | $243.6K | 0.11% | +30,600 | New |
| Caxton Associates LP | 31,078 | $247.4K | 0.02% | +31,078 | New |
| JustInvest LLC | 32,850 | $261.5K | 0.01% | −36,794−52.8% | Reduced |
| Private Advisor Group, LLC | 33,093 | $263.4K | 0.00% | +21,646+189.1% | Added |
| Advisor Group Holdings, Inc. | 33,218 | $264.4K | 0.00% | +3,782+12.8% | Added |
| WBI Investments | 33,468 | $266.4K | 0.06% | −6,902−17.1% | Reduced |
| Two Sigma Securities, LLC | 33,566 | $267.2K | 0.01% | +14,139+72.8% | Added |
| Gibson Capital, LLC | 33,574 | $267.2K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 33,962 | $270.3K | 0.00% | −6,969−17.0% | Reduced |
| Fifth Third Bancorp | 34,351 | $273.4K | 0.00% | +812+2.4% | Added |
| Spears Abacus Advisors LLC | 35,000 | $278.6K | 0.01% | +35,000 | New |
| Resources Management Corp | 35,000 | $279.0K | 0.04% | −1,200−3.3% | Reduced |
| Securian Asset Management, Inc | 35,072 | $279.2K | 0.01% | −917−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 35,321 | $281.2K | 0.00% | −5,298−13.0% | Reduced |
| Cipher Capital LP | 35,473 | $282.4K | 0.13% | +35,473 | New |
| Colony Group, LLC | 39,283 | $287.0K | 0.00% | +39,283 | New |
| STRS Ohio | 36,500 | $290.0K | 0.00% | −2,300−5.9% | Reduced |
| United Services Automobile Association | 36,636 | $291.6K | 0.01% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 37,000 | $294.5K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 37,326 | $297.1K | 0.00% | +603+1.6% | Added |
| Hyman Charles D | 37,934 | $302.0K | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 39,356 | $313.3K | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 39,967 | $318.1K | 0.22% | −3,776−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,150 | $319.6K | 0.00% | +51+0.1% | Added |
| Profund Advisors LLC | 40,393 | $321.5K | 0.01% | +1,951+5.1% | Added |
| Advisory Services Network, LLC | 41,020 | $326.5K | 0.01% | −416−1.0% | Reduced |
| Pinnacle Associates Ltd | 41,392 | $329.5K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 41,730 | $332.0K | 0.00% | −8,501−16.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 42,087 | $338.3K | 0.12% | +16,387+63.8% | Added |
| Point72 (DIFC) Ltd | 42,781 | $340.5K | 0.03% | +42,781 | New |
| Rockefeller Capital Management L.P. | 43,406 | $345.5K | 0.00% | −763,725−94.6% | Reduced |
| Crawford Investment Counsel Inc | 43,430 | $345.7K | 0.01% | −377,446−89.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 43,600 | $347.1K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 43,641 | $348.0K | 0.02% | +43,641 | New |
| Teton Advisors, Inc. | 44,000 | $350.2K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 44,803 | $356.6K | 0.04% | +9,532+27.0% | Added |
| Bank of Montreal | 45,160 | $359.5K | 0.00% | −24,582−35.2% | Reduced |
| State of Alaska, Department of Revenue | 46,052 | $366.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 47,114 | $372.0K | 0.00% | +3,698+8.5% | Added |
| Gsa Capital Partners LLP | 46,689 | $372.0K | 0.03% | +46,689 | New |
| NJ State Employees Deferred Compensation Plan | 49,600 | $394.8K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50,952 | $405.6K | 0.00% | −1,725−3.3% | Reduced |
| Pictet Asset Management Holding SA | 51,231 | $407.8K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 51,720 | $411.7K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 52,715 | $419.6K | 0.00% | −4,884−8.5% | Reduced |