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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 15,250 | $138.2K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15,846 | $143.6K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $144.8K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 16,433 | $148.9K | 0.11% | −2,215−11.9% | Reduced |
| Toroso Investments, LLC | 16,828 | $152.5K | 0.00% | −7,259−30.1% | Reduced |
| Ieq Capital, LLC | 16,870 | $152.8K | 0.00% | +262+1.6% | Added |
| Shelton Capital Management | 16,910 | $153.2K | 0.00% | −1,483−8.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,938 | $153.9K | 0.01% | +16,938 | New |
| Ethic Inc. | 19,494 | $155.2K | 0.00% | +7,245+59.1% | Added |
| Forum Financial Management, LP | 17,203 | $155.9K | 0.00% | +40.0% | Added |
| Shufro Rose & Co LLC | 22,500 | $157.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17,367 | $157.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,149 | $164.4K | 0.00% | −327,871−94.8% | Reduced |
| Trust Point Inc. | 18,200 | $164.9K | 0.01% | +5,194+39.9% | Added |
| Martingale Asset Management L P | 18,417 | $166.9K | 0.00% | −100−0.5% | Reduced |
| Paloma Partners Management Co | 18,600 | $168.5K | 0.01% | +18,600 | New |
| Summit Financial, LLC | 19,161 | $175.7K | 0.01% | +45+0.2% | Added |
| Corton Capital Inc. | 19,424 | $176.0K | 0.09% | +1,055+5.7% | Added |
| Shell Asset Management Co | 19,778 | $179.0K | 0.01% | +19,778 | New |
| Kovitz Investment Group Partners, LLC | 20,337 | $179.1K | 0.00% | +2,585+14.6% | Added |
| Cullen/Frost Bankers, Inc. | 20,000 | $181.2K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 20,000 | $181.2K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 20,627 | $186.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,760 | $188.1K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,150 | $191.6K | 0.00% | +354+1.7% | Added |
| Sym Financial Corp | 21,439 | $194.2K | 0.03% | +140+0.7% | Added |
| Covestor Ltd | 21,480 | $195.0K | 0.12% | +2,647+14.1% | Added |
| Cim Investment Mangement Inc | 21,987 | $199.2K | 0.06% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 22,000 | $199.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 22,232 | $201.0K | 0.00% | +14,054+171.9% | Added |
| Walleye Trading LLC | 22,193 | $201.1K | 0.00% | +19,868+854.5% | Added |
| Headlands Technologies LLC | 23,238 | $210.5K | 0.02% | +23,238 | New |
| Biltmore Family Office, LLC | 23,029 | $211.2K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,389 | $211.9K | 0.00% | −953−3.9% | Reduced |
| Equitable Holdings, Inc. | 24,110 | $218.4K | 0.00% | −5,756−19.3% | Reduced |
| Sax Wealth Advisors, LLC | 24,166 | $218.9K | 0.02% | −2,031−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 24,733 | $224.1K | 0.01% | −243,936−90.8% | Reduced |
| Carnegie Lake Advisors LLC | 25,862 | $234.0K | 0.09% | +25,862 | New |
| Strategic Family Wealth Counselors, L.L.C. | 26,141 | $236.8K | 0.08% | +193+0.7% | Added |
| Mackenzie Financial Corp | 26,693 | $241.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 26,800 | $242.8K | 0.05% | +26,800 | New |
| Crossmark Global Holdings, Inc. | 26,738 | $243.0K | 0.00% | −110−0.4% | Reduced |
| Omers Administration Corp | 27,200 | $246.4K | 0.00% | +27,200 | New |
| Park Avenue Securities LLC | 27,334 | $248.0K | 0.00% | −3,157−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,386 | $248.1K | 0.00% | −11,920−30.3% | Reduced |
| United Services Automobile Association | 27,673 | $250.7K | 0.01% | −10,034−26.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $252.9K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,209 | $255.6K | 0.00% | −4,689−14.3% | Reduced |
| SpiderRock Advisors, LLC | 28,360 | $256.9K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 28,360 | $256.9K | 0.17% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 30,419 | $275.6K | 0.01% | +2,154+7.6% | Added |
| Capstone Investment Advisors, LLC | 31,002 | $280.9K | 0.01% | +31,002 | New |
| Schonfeld Strategic Advisors LLC | 31,582 | $286.1K | 0.00% | −233,763−88.1% | Reduced |
| HighTower Advisors, LLC | 31,831 | $291.0K | 0.00% | +1,806+6.0% | Added |
| FMR LLC | 32,146 | $291.2K | 0.00% | +16,529+105.8% | Added |
| Advisory Services Network, LLC | 41,928 | $292.7K | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 32,358 | $293.2K | 0.19% | −3,738−10.4% | Reduced |
| Brevan Howard Capital Management LP | 33,167 | $300.5K | 0.01% | +33,167 | New |
| Securian Asset Management, Inc | 33,261 | $301.3K | 0.01% | −852−2.5% | Reduced |
| Fifth Third Bancorp | 34,037 | $308.4K | 0.00% | −641−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 34,090 | $308.9K | 0.00% | +19+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34,105 | $311.8K | 0.09% | −7,982−19.0% | Reduced |
| Spears Abacus Advisors LLC | 35,000 | $317.1K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 36,820 | $333.6K | 0.00% | +200+0.5% | Added |
| AlphaQ Advisors LLC | 37,000 | $335.2K | 0.94% | 00.0% | Unchanged |
| Cetera Investment Advisers | 37,132 | $336.4K | 0.00% | −2,746−6.9% | Reduced |
| Paragon Capital Management Ltd | 37,377 | $338.6K | 0.07% | +579+1.6% | Added |
| Guggenheim Capital LLC | 39,039 | $353.7K | 0.00% | −22,937−37.0% | Reduced |
| Henshaw Capital LLC | 39,356 | $356.6K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 40,949 | $359.1K | 0.00% | −8,031−16.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 40,167 | $363.9K | 0.07% | +10,611+35.9% | Added |
| Atria Investments LLC | 40,198 | $364.2K | 0.00% | +10,785+36.7% | Added |
| STRS Ohio | 40,600 | $367.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 40,586 | $368.0K | 0.00% | −77−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,549 | $385.5K | 0.00% | +6,521+18.1% | Added |
| Profund Advisors LLC | 42,719 | $387.0K | 0.01% | +5,088+13.5% | Added |
| Rockefeller Capital Management L.P. | 43,824 | $397.0K | 0.00% | +226+0.5% | Added |
| Brown Brothers Harriman & Co | 43,862 | $397.4K | 0.00% | +43,862 | New |
| Aigen Investment Management, LP | 43,972 | $398.4K | 0.08% | +12,968+41.8% | Added |
| Teton Advisors, Inc. | 44,000 | $398.6K | 0.18% | 00.0% | Unchanged |
| CWM Advisors, LLC | 45,601 | $413.1K | 0.04% | −5,083−10.0% | Reduced |
| SG Americas Securities, LLC | 45,928 | $416.0K | 0.00% | +30,073+189.7% | Added |
| Savant Capital, LLC | 45,929 | $416.1K | 0.00% | +45,929 | New |
| The PNC Financial Services Group, Inc. | 47,072 | $426.5K | 0.00% | −5,775−10.9% | Reduced |
| Marshall Wace, LLP | 47,400 | $429.4K | 0.00% | −246,022−83.8% | Reduced |
| State of Alaska, Department of Revenue | 49,422 | $447.0K | 0.00% | +3,370+7.3% | Added |
| NJ State Employees Deferred Compensation Plan | 49,600 | $449.4K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 41,392 | $449.5K | 0.01% | +637+1.6% | Added |
| Keeley-Teton Advisors, LLC | 51,720 | $468.6K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 52,610 | $476.6K | 0.00% | +4,344+9.0% | Added |
| Weiss Asset Management LP | 52,978 | $480.0K | 0.01% | +52,978 | New |
| Greenleaf Trust | 53,155 | $481.6K | 0.00% | −1,398−2.6% | Reduced |
| Ontario Teachers Pension Plan Board | 54,131 | $490.4K | 0.00% | −3,001−5.3% | Reduced |
| Man Group plc | 54,755 | $496.1K | 0.00% | −397,891−87.9% | Reduced |
| Alps Advisors Inc | 54,952 | $497.9K | 0.00% | −4,623−7.8% | Reduced |
| Confluence Wealth Services, Inc. | 55,174 | $499.9K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 56,312 | $510.2K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 56,816 | $514.8K | 0.02% | +56,816 | New |
| Public Employees Retirement Association of Colorado | 57,100 | $517.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 57,406 | $520.1K | 0.04% | +13,026+29.4% | Added |