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, Q3 2024
Institutional positions in Valley National Bancorp as of Sep 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
- 352
- +3 vs. Q2 2024
- Shares held
- 331.7M
- +65.8M (+24.7%) vs. Q2 2024
- Total value
- $3.01B
- +$1.15B (+61.9%) vs. Q2 2024
- New holders
- 47
- 117 more added
- Sold out
- 44
- 121 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 27 | $245 | 0.00% | +27 | New |
| Proequities, Inc. | 30 | $275 | 0.00% | −448−93.7% | Reduced |
| Huntington National Bank | 32 | $290 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $569 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $725 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $752 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $906 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 108 | $979 | 0.00% | +108 | New |
| MV Capital Management, Inc. | 110 | $997 | 0.00% | +56+103.7% | Added |
| SJS Investment Consulting Inc. | 117 | $1.06K | 0.00% | +30+34.5% | Added |
| Umb Bank N A | 130 | $1.18K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 143 | $1.30K | 0.00% | −1,260−89.8% | Reduced |
| Massmutual Trust Co FSB | 153 | $1.39K | 0.00% | +53+53.0% | Added |
| Farmers & Merchants Investments Inc | 183 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 201 | $1.82K | 0.00% | −49−19.6% | Reduced |
| Montag A & Associates Inc | 200 | $1.83K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 204 | $1.85K | 0.00% | −1,537−88.3% | Reduced |
| Allworth Financial LP | 241 | $2.18K | 0.00% | +178+282.5% | Added |
| Bryn Mawr Trust Co | 252 | $2.28K | 0.00% | +252 | New |
| Geneos Wealth Management Inc. | 257 | $2.33K | 0.00% | +257 | New |
| Bell Investment Advisors, Inc | 273 | $2.47K | 0.00% | +123+82.0% | Added |
| Prestige Wealth Management Group LLC | 300 | $2.75K | 0.00% | −5,651−95.0% | Reduced |
| JFS Wealth Advisors, LLC | 325 | $2.94K | 0.00% | +11+3.5% | Added |
| AdvisorNet Financial, Inc | 390 | $3.53K | 0.00% | +223+133.5% | Added |
| Private Wealth Management Group, LLC | 416 | $3.77K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 515 | $4.67K | 0.00% | +350+212.1% | Added |
| EverSource Wealth Advisors, LLC | 746 | $6.76K | 0.00% | −735−49.6% | Reduced |
| Versant Capital Management, Inc | 875 | $7.93K | 0.00% | +465+113.4% | Added |
| SRS Capital Advisors, Inc. | 889 | $8.05K | 0.00% | +406+84.1% | Added |
| McIlrath & Eck, LLC | 900 | $8.15K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,174 | $10.6K | 0.00% | +22+1.9% | Added |
| Quadrant Capital Group LLC | 1,205 | $10.9K | 0.00% | −1,807−60.0% | Reduced |
| Manchester Capital Management LLC | 1,206 | $10.9K | 0.00% | +989+455.8% | Added |
| Quent Capital, LLC | 1,232 | $11.2K | 0.00% | +1,232 | New |
| Parallel Advisors, LLC | 1,235 | $11.2K | 0.00% | +446+56.5% | Added |
| LRI Investments, LLC | 1,109 | $11.2K | 0.00% | −1,161−51.1% | Reduced |
| Capital Performance Advisors LLP | 1,314 | $11.9K | 0.00% | +1,314 | New |
| Sterling Capital Management LLC | 1,485 | $13.5K | 0.00% | +1,485 | New |
| Smartleaf Asset Management LLC | 1,944 | $17.0K | 0.00% | +1,152+145.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $19.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,419 | $21.9K | 0.00% | +9+0.4% | Added |
| US Bancorp | 2,583 | $23.4K | 0.00% | −655−20.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,749 | $24.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,765 | $25.0K | 0.00% | +2,765 | New |
| Optiver Holding B.V. | 2,808 | $25.4K | 0.00% | +124+4.6% | Added |
| Hemington Wealth Management | 2,836 | $26.0K | 0.01% | +2,836 | New |
| Baldwin Brothers Inc | 3,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,200 | $28.0K | 0.01% | +3,200 | New |
| IFP Advisors, Inc | 3,142 | $28.5K | 0.00% | −146−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,809 | $33.6K | 0.00% | +1,564+48.2% | Added |
| Sandy Spring Bank | 4,381 | $39.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $42.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,802 | $43.5K | 0.00% | +200+4.3% | Added |
| Signaturefd, LLC | 4,913 | $44.5K | 0.00% | −1,698−25.7% | Reduced |
| Key Financial Inc | 5,494 | $49.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 6,200 | $56.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,201 | $56.2K | 0.01% | +5,001+416.8% | Added |
| Global Retirement Partners, LLC | 6,626 | $60.0K | 0.00% | +2,213+50.1% | Added |
| GAMMA Investing LLC | 6,791 | $61.5K | 0.01% | +2,151+46.4% | Added |
| GWM Advisors LLC | 6,920 | $62.7K | 0.00% | +104+1.5% | Added |
| Public Employees Retirement System of Ohio | 8,300 | $75.2K | 0.00% | +506+6.5% | Added |
| Ci Investments Inc. | 9,315 | $84.0K | 0.00% | +651+7.5% | Added |
| Peapack Gladstone Financial Corp | 10,148 | $92.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 10,200 | $92.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 10,156 | $92.0K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 10,449 | $95.0K | 0.01% | +10,449 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,525 | $95.4K | 0.00% | −400−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,645 | $96.4K | 0.01% | +10,645 | New |
| Danske Bank A/S | 10,800 | $97.8K | 0.00% | +8,000+285.7% | Added |
| CIBC Private Wealth Group, LLC | 10,963 | $99.3K | 0.00% | +10,962+1,096,200.0% | Added |
| Gibson Capital, LLC | 11,191 | $101.4K | 0.02% | 00.0% | Unchanged |
| Belvedere Trading LLC | 11,222 | $101.7K | 0.01% | −15,012−57.2% | Reduced |
| Empowered Funds, LLC | 11,441 | $103.7K | 0.00% | +384+3.5% | Added |
| Vise Technologies, Inc. | 11,707 | $106.1K | 0.01% | +11,707 | New |
| Brinker Capital Investments, LLC | 11,940 | $108.2K | 0.00% | −546−4.4% | Reduced |
| Orion Portfolio Solutions, LLC | 11,940 | $108.2K | 0.00% | −546−4.4% | Reduced |
| Gables Capital Management Inc. | 12,000 | $108.7K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,966 | $108.8K | 0.03% | +182+1.5% | Added |
| Connable Office Inc | 12,211 | $110.6K | 0.01% | −11,962−49.5% | Reduced |
| Private Portfolio Partners LLC | 12,500 | $113.3K | 0.02% | +12,500 | New |
| Resources Investment Advisors, LLC. | 12,615 | $114.3K | 0.00% | +276+2.2% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $114.3K | 0.08% | +12,617 | New |
| Planning Capital Management Corp | 12,651 | $114.6K | 0.08% | +106+0.8% | Added |
| AE Wealth Management LLC | 12,775 | $115.7K | 0.00% | +1,159+10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,158 | $119.2K | 0.00% | −1,730−11.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,237 | $119.9K | 0.01% | −261−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,191 | $120.0K | 0.00% | −16,347−55.3% | Reduced |
| W Advisors, LLC | 13,339 | $120.9K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,368 | $121.0K | 0.00% | −3,792−22.1% | Reduced |
| Seven Eight Capital, LP | 13,588 | $123.1K | 0.01% | +13,588 | New |
| Wolverine Trading, LLC | 14,348 | $125.8K | 0.00% | +14,348 | New |
| CIBC Asset Management Inc | 14,090 | $127.7K | 0.00% | +382+2.8% | Added |
| TownSquare Capital, LLC | 14,365 | $130.1K | 0.00% | +1,521+11.8% | Added |
| PFG Investments, LLC | 14,430 | $130.7K | 0.01% | +14,430 | New |
| KBC Group NV | 14,450 | $131.0K | 0.00% | +3,041+26.7% | Added |
| Transcend Wealth Collective, LLC | 14,857 | $134.6K | 0.01% | +14+0.1% | Added |
| RSM US Wealth Management LLC | 15,580 | $135.5K | 0.00% | +15,580 | New |