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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 14,500 | $101.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,843 | $103.6K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,888 | $103.9K | 0.00% | +14,888 | New |
| PSI Advisors, LLC | 15,250 | $106.4K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 15,300 | $106.8K | 0.00% | −141,200−90.2% | Reduced |
| FMR LLC | 15,617 | $109.0K | 0.00% | −12,645−44.7% | Reduced |
| WealthPlan Investment Management, LLC | 15,846 | $110.6K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,855 | $111.0K | 0.00% | −112,408−87.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $111.5K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,608 | $115.9K | 0.00% | +50.0% | Added |
| Envestnet Asset Management Inc | 17,063 | $119.1K | 0.00% | −1,525−8.2% | Reduced |
| Freestone Capital Holdings, LLC | 17,098 | $119.3K | 0.00% | −1,787−9.5% | Reduced |
| Bessemer Group Inc | 17,160 | $120.0K | 0.00% | +394+2.3% | Added |
| Forum Financial Management, LP | 17,199 | $120.0K | 0.00% | +26+0.2% | Added |
| Modera Wealth Management, LLC | 17,367 | $121.2K | 0.00% | −4,356−20.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,378 | $121.3K | 0.01% | −288,439−94.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,752 | $123.9K | 0.00% | +17,752 | New |
| Corton Capital Inc. | 18,369 | $128.2K | 0.07% | +18,369 | New |
| Shelton Capital Management | 18,393 | $128.4K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 18,517 | $129.2K | 0.00% | −6,205−25.1% | Reduced |
| Keynote Financial Services LLC | 18,648 | $130.2K | 0.11% | −11,400−37.9% | Reduced |
| Covestor Ltd | 18,833 | $131.0K | 0.08% | +4,769+33.9% | Added |
| ISAM Funds (UK) Ltd | 19,152 | $133.7K | 0.10% | +19,152 | New |
| Summit Financial, LLC | 19,116 | $135.5K | 0.01% | +19,116 | New |
| Cullen/Frost Bankers, Inc. | 20,000 | $139.6K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 20,000 | $139.6K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,760 | $144.9K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,796 | $145.2K | 0.00% | +20,796 | New |
| Founders Financial Alliance, LLC | 21,271 | $148.5K | 0.04% | +21,271 | New |
| Sym Financial Corp | 21,299 | $148.7K | 0.02% | +21,299 | New |
| Cim Investment Mangement Inc | 21,987 | $153.5K | 0.05% | −5,226−19.2% | Reduced |
| Rodgers & Associates, LTD | 22,000 | $153.6K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 22,500 | $157.1K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $163.3K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,087 | $168.1K | 0.00% | −2,558−9.6% | Reduced |
| WSFS Capital Management, LLC | 20,627 | $168.5K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 24,173 | $168.7K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 24,342 | $169.9K | 0.00% | −1,328−5.2% | Reduced |
| Clear Street Markets LLC | 25,000 | $175.0K | 0.07% | +25,000 | New |
| Strategic Family Wealth Counselors, L.L.C. | 25,948 | $181.1K | 0.07% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 26,197 | $182.9K | 0.02% | −4,391−14.4% | Reduced |
| Belvedere Trading LLC | 26,234 | $183.1K | 0.01% | +2,750+11.7% | Added |
| Sanctuary Advisors, LLC | 25,130 | $183.9K | 0.00% | +25,130 | New |
| Mitsubishi UFJ Trust & Banking Corp | 26,483 | $184.9K | 0.00% | +26,483 | New |
| Mackenzie Financial Corp | 26,693 | $186.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,848 | $187.0K | 0.00% | −324−1.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $194.8K | 0.15% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 28,265 | $197.3K | 0.01% | +15,004+113.1% | Added |
| SpiderRock Advisors, LLC | 28,360 | $198.0K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 28,360 | $198.0K | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 29,413 | $205.3K | 0.00% | +29,413 | New |
| Cambridge Investment Research Advisors, Inc. | 29,538 | $206.0K | 0.00% | +12,057+69.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 29,556 | $206.3K | 0.05% | +17,264+140.4% | Added |
| Equitable Holdings, Inc. | 29,866 | $208.5K | 0.00% | +160+0.5% | Added |
| HighTower Advisors, LLC | 30,025 | $209.0K | 0.00% | −17,089−36.3% | Reduced |
| Park Avenue Securities LLC | 30,491 | $213.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 31,004 | $216.4K | 0.04% | +31,004 | New |
| Private Advisor Group, LLC | 32,898 | $229.6K | 0.00% | −195−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,496 | $233.8K | 0.00% | +3,492+11.6% | Added |
| Advisor Group Holdings, Inc. | 34,071 | $237.8K | 0.00% | +853+2.6% | Added |
| Securian Asset Management, Inc | 34,113 | $238.1K | 0.01% | −959−2.7% | Reduced |
| Readystate Asset Management LP | 34,325 | $239.6K | 0.01% | +34,325 | New |
| Fifth Third Bancorp | 34,678 | $242.1K | 0.00% | +327+1.0% | Added |
| Spears Abacus Advisors LLC | 35,000 | $244.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 36,028 | $251.5K | 0.00% | +707+2.0% | Added |
| EJF Capital LLC | 36,096 | $251.9K | 0.19% | −3,871−9.7% | Reduced |
| State of Wisconsin Investment Board | 36,620 | $255.6K | 0.00% | +2,658+7.8% | Added |
| Paragon Capital Management Ltd | 36,798 | $256.9K | 0.05% | +12,313+50.3% | Added |
| AlphaQ Advisors LLC | 37,000 | $258.3K | 0.76% | 00.0% | Unchanged |
| Profund Advisors LLC | 37,631 | $262.7K | 0.01% | −2,762−6.8% | Reduced |
| United Services Automobile Association | 37,707 | $263.2K | 0.01% | +1,071+2.9% | Added |
| Intech Investment Management LLC | 37,783 | $263.7K | 0.00% | +37,783 | New |
| Hyman Charles D | 37,934 | $265.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 39,306 | $274.4K | 0.00% | −844−2.1% | Reduced |
| Henshaw Capital LLC | 39,356 | $274.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 39,878 | $278.3K | 0.00% | +2,552+6.8% | Added |
| STRS Ohio | 40,600 | $283.4K | 0.00% | +4,100+11.2% | Added |
| Janney Montgomery Scott LLC | 40,663 | $284.0K | 0.00% | −1,067−2.6% | Reduced |
| Pinnacle Associates Ltd | 40,755 | $284.5K | 0.00% | −637−1.5% | Reduced |
| Advisory Services Network, LLC | 41,928 | $292.7K | 0.01% | +908+2.2% | Added |
| Sowell Financial Services LLC | 41,920 | $297.0K | 0.01% | −1,721−3.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 42,087 | $297.0K | 0.08% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 42,793 | $298.7K | 0.03% | +120.0% | Added |
| Rockefeller Capital Management L.P. | 43,598 | $304.3K | 0.00% | +192+0.4% | Added |
| Teton Advisors, Inc. | 44,000 | $307.1K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 44,380 | $309.8K | 0.01% | +10,814+32.2% | Added |
| State of Alaska, Department of Revenue | 46,052 | $321.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 46,384 | $323.8K | 0.09% | +46,384 | New |
| Captrust Financial Advisors | 48,266 | $336.9K | 0.00% | −4,449−8.4% | Reduced |
| Creative Planning | 48,871 | $341.1K | 0.00% | −31,526−39.2% | Reduced |
| Bank of Montreal | 48,980 | $342.9K | 0.00% | +3,820+8.5% | Added |
| Federated Hermes, Inc. | 49,214 | $343.5K | 0.00% | −1,738−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 49,600 | $346.2K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 50,684 | $353.8K | 0.04% | +5,881+13.1% | Added |
| Pictet Asset Management Holding SA | 51,231 | $357.6K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 51,720 | $361.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 52,941 | $365.3K | 0.01% | +20,091+61.2% | Added |
| The PNC Financial Services Group, Inc. | 52,847 | $368.9K | 0.00% | −1,922−3.5% | Reduced |
| Teza Capital Management LLC | 53,134 | $370.9K | 0.05% | −19,519−26.9% | Reduced |
| Greenleaf Trust | 54,553 | $380.8K | 0.00% | −4,493−7.6% | Reduced |