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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 29,556 | $206.3K | 0.05% | +17,264+140.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,538 | $206.0K | 0.00% | +12,057+69.0% | Added |
| Atria Investments LLC | 29,413 | $205.3K | 0.00% | +29,413 | New |
| Kolinsky Wealth Management, LLC | 28,360 | $198.0K | 0.14% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 28,360 | $198.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 28,265 | $197.3K | 0.01% | +15,004+113.1% | Added |
| Smallwood Wealth Investment Management, LLC | 27,915 | $194.8K | 0.15% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,848 | $187.0K | 0.00% | −324−1.2% | Reduced |
| Mackenzie Financial Corp | 26,693 | $186.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 26,483 | $184.9K | 0.00% | +26,483 | New |
| Sanctuary Advisors, LLC | 25,130 | $183.9K | 0.00% | +25,130 | New |
| Belvedere Trading LLC | 26,234 | $183.1K | 0.01% | +2,750+11.7% | Added |
| Sax Wealth Advisors, LLC | 26,197 | $182.9K | 0.02% | −4,391−14.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 25,948 | $181.1K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 25,000 | $175.0K | 0.07% | +25,000 | New |
| Prime Capital Investment Advisors, LLC | 24,342 | $169.9K | 0.00% | −1,328−5.2% | Reduced |
| Connable Office Inc | 24,173 | $168.7K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 20,627 | $168.5K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,087 | $168.1K | 0.00% | −2,558−9.6% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $163.3K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 22,500 | $157.1K | 0.01% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 22,000 | $153.6K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 21,987 | $153.5K | 0.05% | −5,226−19.2% | Reduced |
| Sym Financial Corp | 21,299 | $148.7K | 0.02% | +21,299 | New |
| Founders Financial Alliance, LLC | 21,271 | $148.5K | 0.04% | +21,271 | New |
| Neuberger Berman Group LLC | 20,796 | $145.2K | 0.00% | +20,796 | New |
| Concurrent Investment Advisors, LLC | 20,760 | $144.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Summit Financial, LLC | 19,116 | $135.5K | 0.01% | +19,116 | New |
| ISAM Funds (UK) Ltd | 19,152 | $133.7K | 0.10% | +19,152 | New |
| Covestor Ltd | 18,833 | $131.0K | 0.08% | +4,769+33.9% | Added |
| Keynote Financial Services LLC | 18,648 | $130.2K | 0.11% | −11,400−37.9% | Reduced |
| Martingale Asset Management L P | 18,517 | $129.2K | 0.00% | −6,205−25.1% | Reduced |
| Shelton Capital Management | 18,393 | $128.4K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 18,369 | $128.2K | 0.07% | +18,369 | New |
| Kovitz Investment Group Partners, LLC | 17,752 | $123.9K | 0.00% | +17,752 | New |
| Campbell & CO Investment Adviser LLC | 17,378 | $121.3K | 0.01% | −288,439−94.3% | Reduced |
| Modera Wealth Management, LLC | 17,367 | $121.2K | 0.00% | −4,356−20.1% | Reduced |
| Forum Financial Management, LP | 17,199 | $120.0K | 0.00% | +26+0.2% | Added |
| Bessemer Group Inc | 17,160 | $120.0K | 0.00% | +394+2.3% | Added |
| Freestone Capital Holdings, LLC | 17,098 | $119.3K | 0.00% | −1,787−9.5% | Reduced |
| Envestnet Asset Management Inc | 17,063 | $119.1K | 0.00% | −1,525−8.2% | Reduced |
| Ieq Capital, LLC | 16,608 | $115.9K | 0.00% | +50.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $111.5K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,855 | $111.0K | 0.00% | −112,408−87.6% | Reduced |
| WealthPlan Investment Management, LLC | 15,846 | $110.6K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 15,617 | $109.0K | 0.00% | −12,645−44.7% | Reduced |
| Aquatic Capital Management LLC | 15,300 | $106.8K | 0.00% | −141,200−90.2% | Reduced |
| PSI Advisors, LLC | 15,250 | $106.4K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,888 | $103.9K | 0.00% | +14,888 | New |
| Transcend Wealth Collective, LLC | 14,843 | $103.6K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 14,500 | $101.2K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 14,317 | $99.9K | 0.00% | +1,435+11.1% | Added |
| CIBC Asset Management Inc | 13,708 | $95.7K | 0.00% | +2,529+22.6% | Added |
| Fifth Third Wealth Advisors LLC | 13,498 | $94.2K | 0.01% | +13,498 | New |
| Nomura Holdings Inc | 13,442 | $93.8K | 0.00% | −830,369−98.4% | Reduced |
| W Advisors, LLC | 13,339 | $93.1K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 13,006 | $90.8K | 0.01% | −7,983−38.0% | Reduced |
| TownSquare Capital, LLC | 12,844 | $89.6K | 0.00% | −2,154−14.4% | Reduced |
| Axq Capital, LP | 12,785 | $89.2K | 0.02% | +1,863+17.1% | Added |
| Alpine Global Management, LLC | 12,620 | $88.1K | 0.02% | +12,620 | New |
| Planning Capital Management Corp | 12,545 | $87.6K | 0.06% | +177+1.4% | 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 |
| Resources Investment Advisors, LLC. | 12,339 | $86.1K | 0.00% | +219+1.8% | Added |
| Ethic Inc. | 12,249 | $85.5K | 0.00% | −7,245−37.2% | Reduced |
| Gables Capital Management Inc. | 12,000 | $83.8K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,784 | $82.6K | 0.03% | +158+1.4% | Added |
| AE Wealth Management LLC | 11,616 | $81.1K | 0.00% | +11,616 | New |
| Wealth Quarterback LLC | 11,589 | $80.9K | 0.05% | +899+8.4% | Added |
| KBC Group NV | 11,409 | $80.0K | 0.00% | 00.0% | Unchanged |
| Gibson Capital, LLC | 11,191 | $78.1K | 0.02% | −22,383−66.7% | Reduced |
| Empowered Funds, LLC | 11,057 | $77.2K | 0.00% | +11,057 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,925 | $76.3K | 0.00% | 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 |
| SFMG, LLC | 10,156 | $70.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 9,325 | $65.1K | 0.00% | +5,560+147.7% | Added |
| Ci Investments Inc. | 8,664 | $60.0K | 0.00% | −1,703−16.4% | Reduced |
| CWM, LLC | 8,178 | $57.0K | 0.00% | −226−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 7,794 | $54.4K | 0.00% | +634+8.9% | Added |
| GWM Advisors LLC | 6,816 | $47.6K | 0.00% | −17,174−71.6% | Reduced |
| Signaturefd, LLC | 6,611 | $46.1K | 0.00% | −10,149−60.6% | Reduced |
| JJJ Advisors Inc. | 6,460 | $45.2K | 0.01% | −6,015−48.2% | Reduced |
| 1832 Asset Management L.P. | 6,315 | $44.1K | 0.00% | +74+1.2% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $43.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5,951 | $42.2K | 0.01% | +181+3.1% | Added |
| Key Financial Inc | 5,494 | $38.3K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 5,475 | $38.2K | 0.01% | +5,475 | New |
| Amundi | 4,885 | $34.1K | 0.00% | +104+2.2% | Added |
| Asset Dedication, LLC | 4,725 | $33.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,640 | $32.4K | 0.00% | +1,039+28.9% | Added |
| Farther Finance Advisors, LLC | 4,602 | $31.7K | 0.00% | −133−2.8% | Reduced |
| Global Retirement Partners, LLC | 4,413 | $30.8K | 0.00% | +1,386+45.8% | Added |
| Sandy Spring Bank | 4,381 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,245 | $25.8K | 0.00% | +900+38.4% | Added |
| IFP Advisors, Inc | 3,288 | $22.9K | 0.00% | −105−3.1% | Reduced |
| US Bancorp | 3,238 | $22.6K | 0.00% | −7,098−68.7% | Reduced |
| Knott David M Jr | 3,200 | $22.0K | 0.01% | 00.0% | Unchanged |