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, Q2 2024
Institutional positions in Valley National Bancorp as of Jun 30, 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
- 353
- −4 vs. Q1 2024
- Shares held
- 337.1M
- +11.8M (+3.6%) vs. Q1 2024
- Total value
- $2.35B
- −$238.3M (−9.2%) vs. Q1 2024
- New holders
- 47
- 124 more added
- Sold out
- 51
- 117 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 65 | $0 | 0.00% | +65 | New |
| CIBC Private Wealth Group, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $223 | 0.00% | +32 | New |
| MV Capital Management, Inc. | 54 | $377 | 0.00% | +54 | New |
| Allworth Financial LP | 63 | $506 | 0.00% | −843−93.0% | Reduced |
| Sachetta, LLC | 62 | $509 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $559 | 0.00% | +12+17.6% | Added |
| Raffa Wealth Management, LLC | 83 | $579 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 88 | $606 | 0.00% | +5+6.0% | Added |
| SJS Investment Consulting Inc. | 87 | $608 | 0.00% | −12−12.1% | Reduced |
| Lynx Investment Advisory | 90 | $628 | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 100 | $698 | 0.00% | −74−42.5% | Reduced |
| Goodman Advisory Group, LLC | 100 | $698 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 130 | $907 | 0.00% | −31−19.3% | Reduced |
| Stephens Consulting, LLC | 149 | $1.04K | 0.00% | +149 | New |
| Bell Investment Advisors, Inc | 150 | $1.05K | 0.00% | +76+102.7% | Added |
| Rothschild Investment LLC | 165 | $1.15K | 0.00% | +120+266.7% | Added |
| AdvisorNet Financial, Inc | 167 | $1.17K | 0.00% | +57+51.8% | Added |
| Farmers & Merchants Investments Inc | 183 | $1.28K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $1.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 217 | $1.51K | 0.00% | +217 | New |
| Lindbrook Capital, LLC | 250 | $1.75K | 0.00% | −1,685−87.1% | Reduced |
| JFS Wealth Advisors, LLC | 314 | $2.19K | 0.00% | −7−2.2% | Reduced |
| Versant Capital Management, Inc | 410 | $2.86K | 0.00% | −123−23.1% | Reduced |
| Private Wealth Management Group, LLC | 416 | $2.90K | 0.00% | +416 | New |
| SRS Capital Advisors, Inc. | 483 | $3.37K | 0.00% | −76−13.6% | Reduced |
| Proequities, Inc. | 478 | $3.39K | 0.00% | +478 | New |
| Payden & Rygel Investment Group | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 694 | $4.84K | 0.00% | +694 | New |
| Smartleaf Asset Management LLC | 792 | $5.28K | 0.00% | +792 | New |
| Parallel Advisors, LLC | 789 | $5.51K | 0.00% | −1,195−60.2% | Reduced |
| Opal Wealth Advisors, LLC | 880 | $6.14K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 900 | $6.28K | 0.00% | −218−19.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,152 | $8.04K | 0.00% | −4,981−81.2% | Reduced |
| Hexagon Capital Partners LLC | 1,200 | $8.38K | 0.00% | +1,200 | New |
| Citadel Advisors LLC | 1,300 | $9.07K | 0.00% | −513,832−99.7% | Reduced |
| International Assets Investment Management, LLC | 1,321 | $9.22K | 0.00% | +1,321 | New |
| Principal Securities, Inc. | 1,403 | $9.79K | 0.00% | −119−7.8% | Reduced |
| Quarry LP | 1,741 | $12.2K | 0.01% | +1,741 | New |
| EverSource Wealth Advisors, LLC | 1,481 | $12.4K | 0.00% | +430+40.9% | Added |
| Ibex Wealth Advisors | 1,800 | $12.6K | 0.00% | +1,800 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $14.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,270 | $15.8K | 0.00% | +2,270 | New |
| Walleye Trading LLC | 2,325 | $16.2K | 0.00% | +950+69.1% | Added |
| Advisors Asset Management, Inc. | 2,410 | $16.8K | 0.00% | −6−0.2% | Reduced |
| Optiver Holding B.V. | 2,684 | $18.7K | 0.00% | +2,684 | New |
| Allspring Global Investments Holdings, LLC | 2,749 | $19.2K | 0.00% | +17+0.6% | Added |
| Danske Bank A/S | 2,800 | $19.5K | 0.00% | +2,800 | New |
| EntryPoint Capital, LLC | 2,930 | $20.5K | 0.01% | −2,443−45.5% | Reduced |
| Baldwin Brothers Inc | 3,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,012 | $21.0K | 0.00% | −7,918−72.4% | Reduced |
| Knott David M Jr | 3,200 | $22.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,238 | $22.6K | 0.00% | −7,098−68.7% | Reduced |
| IFP Advisors, Inc | 3,288 | $22.9K | 0.00% | −105−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,245 | $25.8K | 0.00% | +900+38.4% | Added |
| Sandy Spring Bank | 4,381 | $30.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,413 | $30.8K | 0.00% | +1,386+45.8% | Added |
| Farther Finance Advisors, LLC | 4,602 | $31.7K | 0.00% | −133−2.8% | Reduced |
| GAMMA Investing LLC | 4,640 | $32.4K | 0.00% | +1,039+28.9% | Added |
| Asset Dedication, LLC | 4,725 | $33.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,885 | $34.1K | 0.00% | +104+2.2% | Added |
| Innealta Capital, LLC | 5,475 | $38.2K | 0.01% | +5,475 | New |
| Key Financial Inc | 5,494 | $38.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5,951 | $42.2K | 0.01% | +181+3.1% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $43.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,315 | $44.1K | 0.00% | +74+1.2% | Added |
| JJJ Advisors Inc. | 6,460 | $45.2K | 0.01% | −6,015−48.2% | Reduced |
| Signaturefd, LLC | 6,611 | $46.1K | 0.00% | −10,149−60.6% | Reduced |
| GWM Advisors LLC | 6,816 | $47.6K | 0.00% | −17,174−71.6% | Reduced |
| Public Employees Retirement System of Ohio | 7,794 | $54.4K | 0.00% | +634+8.9% | Added |
| CWM, LLC | 8,178 | $57.0K | 0.00% | −226−2.7% | Reduced |
| Ci Investments Inc. | 8,664 | $60.0K | 0.00% | −1,703−16.4% | Reduced |
| Wolverine Asset Management LLC | 9,325 | $65.1K | 0.00% | +5,560+147.7% | Added |
| SFMG, LLC | 10,156 | $70.9K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 10,200 | $71.0K | 0.00% | −1,600−13.6% | Reduced |
| Peapack Gladstone Financial Corp | 10,148 | $71.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,925 | $76.3K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,057 | $77.2K | 0.00% | +11,057 | New |
| Gibson Capital, LLC | 11,191 | $78.1K | 0.02% | −22,383−66.7% | Reduced |
| KBC Group NV | 11,409 | $80.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 11,589 | $80.9K | 0.05% | +899+8.4% | Added |
| AE Wealth Management LLC | 11,616 | $81.1K | 0.00% | +11,616 | New |
| Garden State Investment Advisory Services LLC | 11,784 | $82.6K | 0.03% | +158+1.4% | Added |
| Gables Capital Management Inc. | 12,000 | $83.8K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 12,249 | $85.5K | 0.00% | −7,245−37.2% | Reduced |
| Resources Investment Advisors, LLC. | 12,339 | $86.1K | 0.00% | +219+1.8% | Added |
| Brinker Capital Investments, LLC | 12,486 | $87.2K | 0.00% | −55−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 12,486 | $87.2K | 0.00% | −55−0.4% | Reduced |
| Planning Capital Management Corp | 12,545 | $87.6K | 0.06% | +177+1.4% | Added |
| Alpine Global Management, LLC | 12,620 | $88.1K | 0.02% | +12,620 | New |
| Axq Capital, LP | 12,785 | $89.2K | 0.02% | +1,863+17.1% | Added |
| TownSquare Capital, LLC | 12,844 | $89.6K | 0.00% | −2,154−14.4% | Reduced |
| Trust Point Inc. | 13,006 | $90.8K | 0.01% | −7,983−38.0% | Reduced |
| W Advisors, LLC | 13,339 | $93.1K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,442 | $93.8K | 0.00% | −830,369−98.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,498 | $94.2K | 0.01% | +13,498 | New |
| CIBC Asset Management Inc | 13,708 | $95.7K | 0.00% | +2,529+22.6% | Added |
| Diversified Trust Co | 14,317 | $99.9K | 0.00% | +1,435+11.1% | Added |