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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 30,419 | $275.6K | 0.01% | +2,154+7.6% | Added |
| Kolinsky Wealth Management, LLC | 28,360 | $256.9K | 0.17% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 28,360 | $256.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,209 | $255.6K | 0.00% | −4,689−14.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $252.9K | 0.18% | 00.0% | Unchanged |
| United Services Automobile Association | 27,673 | $250.7K | 0.01% | −10,034−26.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,386 | $248.1K | 0.00% | −11,920−30.3% | Reduced |
| Park Avenue Securities LLC | 27,334 | $248.0K | 0.00% | −3,157−10.4% | Reduced |
| Omers Administration Corp | 27,200 | $246.4K | 0.00% | +27,200 | New |
| Crossmark Global Holdings, Inc. | 26,738 | $243.0K | 0.00% | −110−0.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 26,800 | $242.8K | 0.05% | +26,800 | New |
| Mackenzie Financial Corp | 26,693 | $241.8K | 0.00% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 26,141 | $236.8K | 0.08% | +193+0.7% | Added |
| Carnegie Lake Advisors LLC | 25,862 | $234.0K | 0.09% | +25,862 | New |
| Tower Research Capital LLC (TRC) | 24,733 | $224.1K | 0.01% | −243,936−90.8% | Reduced |
| Sax Wealth Advisors, LLC | 24,166 | $218.9K | 0.02% | −2,031−7.8% | Reduced |
| Equitable Holdings, Inc. | 24,110 | $218.4K | 0.00% | −5,756−19.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,389 | $211.9K | 0.00% | −953−3.9% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $211.2K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 23,238 | $210.5K | 0.02% | +23,238 | New |
| Walleye Trading LLC | 22,193 | $201.1K | 0.00% | +19,868+854.5% | Added |
| CWM, LLC | 22,232 | $201.0K | 0.00% | +14,054+171.9% | Added |
| Rodgers & Associates, LTD | 22,000 | $199.3K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 21,987 | $199.2K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 21,480 | $195.0K | 0.12% | +2,647+14.1% | Added |
| Sym Financial Corp | 21,439 | $194.2K | 0.03% | +140+0.7% | Added |
| Neuberger Berman Group LLC | 21,150 | $191.6K | 0.00% | +354+1.7% | Added |
| Concurrent Investment Advisors, LLC | 20,760 | $188.1K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 20,627 | $186.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Kovitz Investment Group Partners, LLC | 20,337 | $179.1K | 0.00% | +2,585+14.6% | Added |
| Shell Asset Management Co | 19,778 | $179.0K | 0.01% | +19,778 | New |
| Corton Capital Inc. | 19,424 | $176.0K | 0.09% | +1,055+5.7% | Added |
| Summit Financial, LLC | 19,161 | $175.7K | 0.01% | +45+0.2% | Added |
| Paloma Partners Management Co | 18,600 | $168.5K | 0.01% | +18,600 | New |
| Martingale Asset Management L P | 18,417 | $166.9K | 0.00% | −100−0.5% | Reduced |
| Trust Point Inc. | 18,200 | $164.9K | 0.01% | +5,194+39.9% | Added |
| Kestra Advisory Services, LLC | 18,149 | $164.4K | 0.00% | −327,871−94.8% | Reduced |
| Modera Wealth Management, LLC | 17,367 | $157.3K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 22,500 | $157.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 17,203 | $155.9K | 0.00% | +40.0% | Added |
| Ethic Inc. | 19,494 | $155.2K | 0.00% | +7,245+59.1% | Added |
| Pine Valley Investments Ltd Liability Co | 16,938 | $153.9K | 0.01% | +16,938 | New |
| Shelton Capital Management | 16,910 | $153.2K | 0.00% | −1,483−8.1% | Reduced |
| Ieq Capital, LLC | 16,870 | $152.8K | 0.00% | +262+1.6% | Added |
| Toroso Investments, LLC | 16,828 | $152.5K | 0.00% | −7,259−30.1% | Reduced |
| Keynote Financial Services LLC | 16,433 | $148.9K | 0.11% | −2,215−11.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $144.8K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15,846 | $143.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 15,250 | $138.2K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,580 | $135.5K | 0.00% | +15,580 | New |
| Transcend Wealth Collective, LLC | 14,857 | $134.6K | 0.01% | +14+0.1% | Added |
| KBC Group NV | 14,450 | $131.0K | 0.00% | +3,041+26.7% | Added |
| PFG Investments, LLC | 14,430 | $130.7K | 0.01% | +14,430 | New |
| TownSquare Capital, LLC | 14,365 | $130.1K | 0.00% | +1,521+11.8% | Added |
| CIBC Asset Management Inc | 14,090 | $127.7K | 0.00% | +382+2.8% | Added |
| Wolverine Trading, LLC | 14,348 | $125.8K | 0.00% | +14,348 | New |
| Seven Eight Capital, LP | 13,588 | $123.1K | 0.01% | +13,588 | New |
| Bessemer Group Inc | 13,368 | $121.0K | 0.00% | −3,792−22.1% | Reduced |
| W Advisors, LLC | 13,339 | $120.9K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,191 | $120.0K | 0.00% | −16,347−55.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,237 | $119.9K | 0.01% | −261−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,158 | $119.2K | 0.00% | −1,730−11.6% | Reduced |
| AE Wealth Management LLC | 12,775 | $115.7K | 0.00% | +1,159+10.0% | Added |
| Planning Capital Management Corp | 12,651 | $114.6K | 0.08% | +106+0.8% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $114.3K | 0.08% | +12,617 | New |
| Resources Investment Advisors, LLC. | 12,615 | $114.3K | 0.00% | +276+2.2% | Added |
| Private Portfolio Partners LLC | 12,500 | $113.3K | 0.02% | +12,500 | New |
| Connable Office Inc | 12,211 | $110.6K | 0.01% | −11,962−49.5% | Reduced |
| Garden State Investment Advisory Services LLC | 11,966 | $108.8K | 0.03% | +182+1.5% | Added |
| Gables Capital Management Inc. | 12,000 | $108.7K | 0.05% | 00.0% | Unchanged |
| 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 |
| Vise Technologies, Inc. | 11,707 | $106.1K | 0.01% | +11,707 | New |
| Empowered Funds, LLC | 11,441 | $103.7K | 0.00% | +384+3.5% | Added |
| Belvedere Trading LLC | 11,222 | $101.7K | 0.01% | −15,012−57.2% | Reduced |
| Gibson Capital, LLC | 11,191 | $101.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,963 | $99.3K | 0.00% | +10,962+1,096,200.0% | Added |
| Danske Bank A/S | 10,800 | $97.8K | 0.00% | +8,000+285.7% | Added |
| Meeder Advisory Services, Inc. | 10,645 | $96.4K | 0.01% | +10,645 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,525 | $95.4K | 0.00% | −400−3.7% | Reduced |
| Greenwich Wealth Management LLC | 10,449 | $95.0K | 0.01% | +10,449 | New |
| SFMG, LLC | 10,156 | $92.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 9,315 | $84.0K | 0.00% | +651+7.5% | Added |
| Public Employees Retirement System of Ohio | 8,300 | $75.2K | 0.00% | +506+6.5% | Added |
| GWM Advisors LLC | 6,920 | $62.7K | 0.00% | +104+1.5% | Added |
| GAMMA Investing LLC | 6,791 | $61.5K | 0.01% | +2,151+46.4% | Added |
| Global Retirement Partners, LLC | 6,626 | $60.0K | 0.00% | +2,213+50.1% | Added |
| Hexagon Capital Partners LLC | 6,201 | $56.2K | 0.01% | +5,001+416.8% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $56.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5,494 | $49.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,913 | $44.5K | 0.00% | −1,698−25.7% | Reduced |
| Farther Finance Advisors, LLC | 4,802 | $43.5K | 0.00% | +200+4.3% | Added |
| Asset Dedication, LLC | 4,725 | $42.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,381 | $39.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,809 | $33.6K | 0.00% | +1,564+48.2% | Added |
| IFP Advisors, Inc | 3,142 | $28.5K | 0.00% | −146−4.4% | Reduced |