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, Q4 2024
Institutional positions in Valley National Bancorp as of Dec 31, 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
- 376
- +29 vs. Q3 2024
- Shares held
- 385.0M
- +53.7M (+16.2%) vs. Q3 2024
- Total value
- $3.49B
- +$488.2M (+16.3%) vs. Q3 2024
- New holders
- 65
- 160 more added
- Sold out
- 36
- 86 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 14,269 | $129.3K | 0.00% | −5,225−26.8% | Reduced |
| Private Portfolio Partners LLC | 14,459 | $131.0K | 0.02% | +1,959+15.7% | Added |
| Group One Trading, L.P. | 14,608 | $132.3K | 0.00% | −163,134−91.8% | Reduced |
| CIBC Asset Management Inc | 14,846 | $134.5K | 0.00% | +756+5.4% | Added |
| Transcend Wealth Collective, LLC | 14,857 | $134.6K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 15,037 | $136.2K | 0.00% | +13,552+912.6% | Added |
| Covestor Ltd | 15,086 | $137.0K | 0.09% | −6,394−29.8% | Reduced |
| PFG Investments, LLC | 15,130 | $137.1K | 0.01% | +700+4.9% | Added |
| PSI Advisors, LLC | 15,250 | $138.2K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 15,500 | $140.4K | 0.01% | −4,500−22.5% | Reduced |
| 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 |
| Dark Forest Capital Management LP | 16,039 | $145.3K | 0.02% | +16,039 | New |
| Edgestream Partners, L.P. | 16,349 | $148.1K | 0.01% | −444,883−96.5% | Reduced |
| Shelton Capital Management | 16,910 | $153.2K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,964 | $154.1K | 0.01% | +26+0.2% | Added |
| Modera Wealth Management, LLC | 17,473 | $158.3K | 0.00% | +106+0.6% | Added |
| Forum Financial Management, LP | 17,761 | $160.9K | 0.00% | +558+3.2% | Added |
| KBC Group NV | 18,035 | $163.0K | 0.00% | +3,585+24.8% | Added |
| Kestra Advisory Services, LLC | 18,285 | $165.7K | 0.00% | +136+0.7% | Added |
| Summit Financial, LLC | 18,543 | $170.0K | 0.01% | −618−3.2% | Reduced |
| Shufro Rose & Co LLC | 19,000 | $172.1K | 0.01% | −3,500−15.6% | Reduced |
| Trust Point Inc. | 19,083 | $172.9K | 0.01% | +883+4.9% | Added |
| Advisor Group Holdings, Inc. | 19,722 | $178.7K | 0.00% | −14,368−42.1% | Reduced |
| Shell Asset Management Co | 19,778 | $179.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 19,793 | $179.3K | 0.01% | +19,793 | New |
| Rodgers & Associates, LTD | 20,000 | $181.2K | 0.02% | −2,000−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,000 | $181.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,010 | $181.3K | 0.00% | −750−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 20,677 | $185.9K | 0.00% | +9,714+88.6% | Added |
| Vise Technologies, Inc. | 20,535 | $186.0K | 0.02% | +8,828+75.4% | Added |
| WSFS Capital Management, LLC | 20,627 | $186.9K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 20,986 | $190.1K | 0.00% | +649+3.2% | Added |
| Axq Capital, LP | 21,066 | $190.9K | 0.09% | +21,066 | New |
| 1832 Asset Management L.P. | 21,488 | $194.7K | 0.00% | +21,488 | New |
| Sym Financial Corp | 21,555 | $195.3K | 0.03% | +116+0.5% | Added |
| Brown Brothers Harriman & Co | 21,931 | $198.7K | 0.00% | −21,931−50.0% | Reduced |
| Cim Investment Mangement Inc | 21,987 | $199.2K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 22,157 | $200.7K | 0.00% | +5,329+31.7% | Added |
| Ontario Teachers Pension Plan Board | 23,229 | $210.5K | 0.00% | −30,902−57.1% | Reduced |
| Neuberger Berman Group LLC | 23,300 | $211.1K | 0.00% | +2,150+10.2% | Added |
| Biltmore Family Office, LLC | 23,029 | $211.2K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,383 | $211.8K | 0.00% | −60.0% | Reduced |
| Wolverine Asset Management LLC | 23,628 | $214.1K | 0.00% | +23,628 | New |
| Sax Wealth Advisors, LLC | 24,066 | $218.0K | 0.02% | −100−0.4% | Reduced |
| Equitable Holdings, Inc. | 24,136 | $218.7K | 0.00% | +26+0.1% | Added |
| Park Avenue Securities LLC | 24,806 | $225.0K | 0.00% | −2,528−9.2% | Reduced |
| CWM, LLC | 24,931 | $226.0K | 0.00% | +2,699+12.1% | Added |
| Sandia Investment Management LP | 25,000 | $226.5K | 0.43% | +25,000 | New |
| Carnegie Lake Advisors LLC | 25,862 | $234.0K | 0.09% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 26,141 | $236.8K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,539 | $240.4K | 0.04% | −17,433−39.6% | Reduced |
| Mackenzie Financial Corp | 26,693 | $241.8K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,738 | $243.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27,449 | $248.7K | 0.00% | +63+0.2% | Added |
| Fiduciary Trust Co | 27,622 | $250.3K | 0.00% | +27,622 | New |
| Private Advisor Group, LLC | 27,698 | $250.9K | 0.00% | −511−1.8% | Reduced |
| Kolinsky Wealth Management, LLC | 27,855 | $252.4K | 0.15% | −505−1.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27,915 | $252.9K | 0.17% | 00.0% | Unchanged |
| United Services Automobile Association | 28,702 | $260.0K | 0.01% | +1,029+3.7% | Added |
| Martingale Asset Management L P | 30,021 | $272.0K | 0.01% | +11,604+63.0% | Added |
| Ieq Capital, LLC | 32,241 | $292.1K | 0.00% | +15,371+91.1% | Added |
| Delta Financial Group, Inc. | 32,295 | $293.0K | 0.07% | +32,295 | New |
| FMR LLC | 32,648 | $295.8K | 0.00% | +502+1.6% | Added |
| Fifth Third Bancorp | 34,037 | $308.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34,105 | $311.8K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 34,593 | $313.0K | 0.00% | +25,278+271.4% | Added |
| Cetera Investment Advisers | 34,742 | $314.8K | 0.00% | −2,390−6.4% | Reduced |
| Spears Abacus Advisors LLC | 35,000 | $317.1K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 35,600 | $322.5K | 0.01% | +5,181+17.0% | Added |
| Securian Asset Management, Inc | 35,892 | $325.2K | 0.01% | +2,631+7.9% | Added |
| Paragon Capital Management Ltd | 36,976 | $335.0K | 0.07% | −401−1.1% | Reduced |
| AlphaQ Advisors LLC | 37,000 | $335.2K | 0.92% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 37,260 | $337.6K | 0.14% | +37,260 | New |
| Wolverine Trading, LLC | 37,712 | $343.9K | 0.01% | +23,364+162.8% | Added |
| Captrust Financial Advisors | 38,415 | $348.0K | 0.00% | −14,195−27.0% | Reduced |
| Henshaw Capital LLC | 39,356 | $356.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 39,802 | $361.0K | 0.00% | −784−1.9% | Reduced |
| Quadrature Capital Ltd | 40,066 | $362.6K | 0.01% | +40,066 | New |
| Pinnacle Associates Ltd | 40,755 | $369.2K | 0.01% | −637−1.5% | Reduced |
| Advisory Services Network, LLC | 42,145 | $381.8K | 0.01% | +217+0.5% | Added |
| Guggenheim Capital LLC | 43,445 | $393.6K | 0.00% | +4,406+11.3% | Added |
| CIBC World Markets Corp | 43,786 | $396.7K | 0.00% | +43,786 | New |
| Teton Advisors, Inc. | 44,000 | $398.6K | 0.20% | 00.0% | Unchanged |
| CWM Advisors, LLC | 44,207 | $400.5K | 0.04% | −1,394−3.1% | Reduced |
| Keeley-Teton Advisors, LLC | 44,638 | $404.4K | 0.05% | −7,082−13.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 44,674 | $404.7K | 0.00% | +2,125+5.0% | Added |
| Rockefeller Capital Management L.P. | 44,848 | $406.3K | 0.00% | +1,024+2.3% | Added |
| Colony Group, LLC | 45,107 | $408.7K | 0.00% | +45,107 | New |
| Readystate Asset Management LP | 45,345 | $410.8K | 0.02% | +45,345 | New |
| Savant Capital, LLC | 46,900 | $424.9K | 0.00% | +971+2.1% | Added |
| Atria Investments LLC | 46,944 | $425.3K | 0.01% | +6,746+16.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 47,191 | $427.6K | 0.08% | +7,024+17.5% | Added |
| STRS Ohio | 47,300 | $428.5K | 0.00% | +6,700+16.5% | Added |
| The PNC Financial Services Group, Inc. | 48,118 | $435.9K | 0.00% | +1,046+2.2% | Added |
| NJ State Employees Deferred Compensation Plan | 49,600 | $449.4K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 49,706 | $450.0K | 0.00% | −7,394−12.9% | Reduced |
| Quest Partners LLC | 49,978 | $452.8K | 0.06% | +49,978 | New |
| Bank of Montreal | 50,784 | $460.1K | 0.00% | +9,835+24.0% | Added |
| Greenleaf Trust | 51,230 | $464.1K | 0.00% | −1,925−3.6% | Reduced |