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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 33,566 | $267.2K | 0.01% | +14,139+72.8% | Added |
| WBI Investments | 33,468 | $266.4K | 0.06% | −6,902−17.1% | Reduced |
| Advisor Group Holdings, Inc. | 33,218 | $264.4K | 0.00% | +3,782+12.8% | Added |
| Private Advisor Group, LLC | 33,093 | $263.4K | 0.00% | +21,646+189.1% | Added |
| JustInvest LLC | 32,850 | $261.5K | 0.01% | −36,794−52.8% | Reduced |
| Caxton Associates LP | 31,078 | $247.4K | 0.02% | +31,078 | New |
| IMS Capital Management | 30,600 | $243.6K | 0.11% | +30,600 | New |
| Sax Wealth Advisors, LLC | 30,588 | $243.5K | 0.03% | +4,464+17.1% | Added |
| Park Avenue Securities LLC | 30,491 | $243.0K | 0.00% | +30,491 | New |
| Keynote Financial Services LLC | 30,048 | $239.2K | 0.20% | +30,048 | New |
| O'Shaughnessy Asset Management, LLC | 30,004 | $238.8K | 0.00% | +17,726+144.4% | Added |
| Equitable Holdings, Inc. | 29,706 | $236.5K | 0.00% | +79+0.3% | Added |
| Teacher Retirement System of Texas | 29,501 | $235.0K | 0.00% | −14,570−33.1% | Reduced |
| Kolinsky Wealth Management, LLC | 28,360 | $225.7K | 0.17% | 00.0% | Unchanged |
| FMR LLC | 28,262 | $225.0K | 0.00% | +4,725+20.1% | Added |
| AlphaMark Advisors, LLC | 28,038 | $223.0K | 0.08% | −1,984−6.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $222.2K | 0.17% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 27,503 | $218.9K | 0.02% | +27,503 | New |
| Cim Investment Mangement Inc | 27,213 | $216.6K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 27,172 | $216.0K | 0.00% | −197−0.7% | Reduced |
| Mackenzie Financial Corp | 26,693 | $212.5K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 26,645 | $212.1K | 0.00% | −4,933−15.6% | Reduced |
| SpiderRock Advisors, LLC | 28,360 | $210.7K | 0.01% | +28,360 | New |
| Strategic Family Wealth Counselors, L.L.C. | 25,948 | $206.5K | 0.08% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25,862 | $205.9K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 25,670 | $204.3K | 0.00% | −899−3.4% | Reduced |
| Martingale Asset Management L P | 24,722 | $196.8K | 0.00% | −8,707−26.0% | Reduced |
| Legacy Advisors, LLC | 24,500 | $195.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 24,485 | $194.9K | 0.03% | +210+0.9% | Added |
| Connable Office Inc | 24,173 | $192.4K | 0.02% | +4,354+22.0% | Added |
| GWM Advisors LLC | 23,990 | $191.0K | 0.00% | +17,331+260.3% | Added |
| Headlands Technologies LLC | 23,771 | $189.2K | 0.05% | +23,771 | New |
| Belvedere Trading LLC | 23,484 | $186.9K | 0.01% | +23,484 | New |
| Biltmore Family Office, LLC | 23,029 | $185.8K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 22,665 | $180.4K | 0.01% | −1,554−6.4% | Reduced |
| Shufro Rose & Co LLC | 22,500 | $179.1K | 0.01% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 22,000 | $175.1K | 0.02% | −3,000−12.0% | Reduced |
| Modera Wealth Management, LLC | 21,723 | $172.9K | 0.00% | +4,235+24.2% | Added |
| Quadrature Capital Ltd | 21,517 | $170.8K | 0.00% | +21,517 | New |
| Tower Research Capital LLC (TRC) | 21,337 | $169.8K | 0.00% | −68,953−76.4% | Reduced |
| Trust Point Inc. | 20,989 | $167.1K | 0.01% | −4,442−17.5% | Reduced |
| Concurrent Investment Advisors, LLC | 20,760 | $165.3K | 0.01% | +889+4.5% | Added |
| WSFS Capital Management, LLC | 20,627 | $164.2K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 20,087 | $159.9K | 0.00% | +20,087 | 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 |
| Change Path, LLC | 20,000 | $159.0K | 0.01% | +20,000 | New |
| Ethic Inc. | 19,494 | $155.2K | 0.00% | −11,014−36.1% | Reduced |
| Freestone Capital Holdings, LLC | 18,885 | $150.3K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,588 | $148.0K | 0.00% | −3,202−14.7% | Reduced |
| Shelton Capital Management | 18,393 | $146.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 20,930 | $146.0K | 0.01% | −2,143−9.3% | Reduced |
| Kestra Advisory Services, LLC | 17,843 | $142.0K | 0.00% | +108+0.6% | Added |
| Mirabella Financial Services LLP | 17,927 | $141.8K | 0.01% | +17,927 | New |
| Beacon Investment Advisory Services, Inc. | 17,815 | $141.8K | 0.01% | +17,815 | New |
| Cambridge Investment Research Advisors, Inc. | 17,481 | $139.0K | 0.00% | −8,031−31.5% | Reduced |
| Forum Financial Management, LP | 17,173 | $136.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,766 | $134.0K | 0.00% | +3,593+27.3% | Added |
| Signaturefd, LLC | 16,760 | $133.4K | 0.00% | −1,038−5.8% | Reduced |
| Ieq Capital, LLC | 16,603 | $132.2K | 0.00% | +3,646+28.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $127.2K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15,846 | $126.1K | 0.02% | −7,118−31.0% | Reduced |
| PSI Advisors, LLC | 15,250 | $121.4K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 14,998 | $119.4K | 0.00% | +14,998 | New |
| Transcend Wealth Collective, LLC | 14,843 | $118.2K | 0.01% | −373−2.5% | Reduced |
| Grimes & Company, Inc. | 14,500 | $115.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14,064 | $112.0K | 0.07% | −4,219−23.1% | Reduced |
| Cresset Asset Management, LLC | 13,823 | $111.6K | 0.00% | −127,754−90.2% | Reduced |
| W Advisors, LLC | 13,339 | $106.2K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,261 | $105.6K | 0.01% | −12,749−49.0% | Reduced |
| Diversified Trust Co | 12,882 | $102.5K | 0.00% | −4,870−27.4% | 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 |
| JJJ Advisors Inc. | 12,475 | $99.8K | 0.02% | −26−0.2% | Reduced |
| 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 |
| Atom Investors LP | 12,418 | $98.8K | 0.01% | +12,418 | New |
| Planning Capital Management Corp | 12,368 | $98.4K | 0.07% | +129+1.1% | Added |
| Paloma Partners Management Co | 12,350 | $98.3K | 0.01% | +12,350 | New |
| Gallagher Fiduciary Advisors, LLC | 12,292 | $97.8K | 0.00% | +12,292 | New |
| Resources Investment Advisors, LLC. | 12,120 | $96.5K | 0.00% | −13−0.1% | Reduced |
| Evergreen Capital Management LLC | 11,894 | $96.1K | 0.00% | +11,894 | New |
| Gables Capital Management Inc. | 12,000 | $95.5K | 0.05% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 11,800 | $94.0K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,626 | $91.9K | 0.03% | +514+4.6% | 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 |
| KBC Group NV | 11,409 | $91.0K | 0.00% | +3,035+36.2% | Added |
| CIBC Asset Management Inc | 11,179 | $89.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,066 | $88.1K | 0.00% | +11,066 | New |
| Quadrant Capital Group LLC | 10,930 | $87.0K | 0.01% | −4,777−30.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,925 | $87.0K | 0.00% | +10,925 | New |
| Axq Capital, LP | 10,922 | $86.9K | 0.02% | −5,915−35.1% | Reduced |
| Wealth Quarterback LLC | 10,690 | $85.1K | 0.05% | −399−3.6% | Reduced |
| Moors & Cabot, Inc. | 10,500 | $83.6K | 0.00% | −2,100−16.7% | Reduced |
| Gotham Asset Management, LLC | 10,471 | $83.3K | 0.00% | −7,244−40.9% | Reduced |
| Ci Investments Inc. | 10,367 | $83.0K | 0.00% | +3,383+48.4% | Added |
| US Bancorp | 10,336 | $82.3K | 0.00% | +3,746+56.8% | Added |
| Peapack Gladstone Financial Corp | 10,148 | $81.0K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 10,156 | $80.8K | 0.01% | 00.0% | Unchanged |