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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 38,415 | $348.0K | 0.00% | −14,195−27.0% | Reduced |
| Wolverine Trading, LLC | 37,712 | $343.9K | 0.01% | +23,364+162.8% | Added |
| Farringdon Capital, Ltd. | 37,260 | $337.6K | 0.14% | +37,260 | New |
| AlphaQ Advisors LLC | 37,000 | $335.2K | 0.92% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 36,976 | $335.0K | 0.07% | −401−1.1% | Reduced |
| Securian Asset Management, Inc | 35,892 | $325.2K | 0.01% | +2,631+7.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,600 | $322.5K | 0.01% | +5,181+17.0% | Added |
| Spears Abacus Advisors LLC | 35,000 | $317.1K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,742 | $314.8K | 0.00% | −2,390−6.4% | Reduced |
| Ci Investments Inc. | 34,593 | $313.0K | 0.00% | +25,278+271.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34,105 | $311.8K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34,037 | $308.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 32,648 | $295.8K | 0.00% | +502+1.6% | Added |
| Delta Financial Group, Inc. | 32,295 | $293.0K | 0.07% | +32,295 | New |
| Ieq Capital, LLC | 32,241 | $292.1K | 0.00% | +15,371+91.1% | Added |
| Martingale Asset Management L P | 30,021 | $272.0K | 0.01% | +11,604+63.0% | Added |
| United Services Automobile Association | 28,702 | $260.0K | 0.01% | +1,029+3.7% | Added |
| Smallwood Wealth Investment Management, LLC | 27,915 | $252.9K | 0.17% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 27,855 | $252.4K | 0.15% | −505−1.8% | Reduced |
| Private Advisor Group, LLC | 27,698 | $250.9K | 0.00% | −511−1.8% | Reduced |
| Fiduciary Trust Co | 27,622 | $250.3K | 0.00% | +27,622 | New |
| Steward Partners Investment Advisory, LLC | 27,449 | $248.7K | 0.00% | +63+0.2% | Added |
| Crossmark Global Holdings, Inc. | 26,738 | $243.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,693 | $241.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,539 | $240.4K | 0.04% | −17,433−39.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 26,141 | $236.8K | 0.08% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 25,862 | $234.0K | 0.09% | 00.0% | Unchanged |
| Sandia Investment Management LP | 25,000 | $226.5K | 0.43% | +25,000 | New |
| CWM, LLC | 24,931 | $226.0K | 0.00% | +2,699+12.1% | Added |
| Park Avenue Securities LLC | 24,806 | $225.0K | 0.00% | −2,528−9.2% | Reduced |
| Equitable Holdings, Inc. | 24,136 | $218.7K | 0.00% | +26+0.1% | Added |
| Sax Wealth Advisors, LLC | 24,066 | $218.0K | 0.02% | −100−0.4% | Reduced |
| Wolverine Asset Management LLC | 23,628 | $214.1K | 0.00% | +23,628 | New |
| Prime Capital Investment Advisors, LLC | 23,383 | $211.8K | 0.00% | −60.0% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $211.2K | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 23,300 | $211.1K | 0.00% | +2,150+10.2% | Added |
| Ontario Teachers Pension Plan Board | 23,229 | $210.5K | 0.00% | −30,902−57.1% | Reduced |
| Toroso Investments, LLC | 22,157 | $200.7K | 0.00% | +5,329+31.7% | Added |
| Cim Investment Mangement Inc | 21,987 | $199.2K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,931 | $198.7K | 0.00% | −21,931−50.0% | Reduced |
| Sym Financial Corp | 21,555 | $195.3K | 0.03% | +116+0.5% | Added |
| 1832 Asset Management L.P. | 21,488 | $194.7K | 0.00% | +21,488 | New |
| Axq Capital, LP | 21,066 | $190.9K | 0.09% | +21,066 | New |
| Kovitz Investment Group Partners, LLC | 20,986 | $190.1K | 0.00% | +649+3.2% | Added |
| WSFS Capital Management, LLC | 20,627 | $186.9K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 20,535 | $186.0K | 0.02% | +8,828+75.4% | Added |
| CIBC Private Wealth Group, LLC | 20,677 | $185.9K | 0.00% | +9,714+88.6% | Added |
| Concurrent Investment Advisors, LLC | 20,010 | $181.3K | 0.00% | −750−3.6% | Reduced |
| 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 |
| Campbell & CO Investment Adviser LLC | 19,793 | $179.3K | 0.01% | +19,793 | New |
| Shell Asset Management Co | 19,778 | $179.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,722 | $178.7K | 0.00% | −14,368−42.1% | Reduced |
| Trust Point Inc. | 19,083 | $172.9K | 0.01% | +883+4.9% | Added |
| Shufro Rose & Co LLC | 19,000 | $172.1K | 0.01% | −3,500−15.6% | Reduced |
| Summit Financial, LLC | 18,543 | $170.0K | 0.01% | −618−3.2% | Reduced |
| Kestra Advisory Services, LLC | 18,285 | $165.7K | 0.00% | +136+0.7% | Added |
| KBC Group NV | 18,035 | $163.0K | 0.00% | +3,585+24.8% | Added |
| Forum Financial Management, LP | 17,761 | $160.9K | 0.00% | +558+3.2% | Added |
| Modera Wealth Management, LLC | 17,473 | $158.3K | 0.00% | +106+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 16,964 | $154.1K | 0.01% | +26+0.2% | Added |
| Shelton Capital Management | 16,910 | $153.2K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 16,349 | $148.1K | 0.01% | −444,883−96.5% | Reduced |
| Dark Forest Capital Management LP | 16,039 | $145.3K | 0.02% | +16,039 | New |
| 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 |
| First National Trust Co | 15,500 | $140.4K | 0.01% | −4,500−22.5% | Reduced |
| PSI Advisors, LLC | 15,250 | $138.2K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,130 | $137.1K | 0.01% | +700+4.9% | Added |
| Covestor Ltd | 15,086 | $137.0K | 0.09% | −6,394−29.8% | Reduced |
| Sterling Capital Management LLC | 15,037 | $136.2K | 0.00% | +13,552+912.6% | Added |
| Transcend Wealth Collective, LLC | 14,857 | $134.6K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,846 | $134.5K | 0.00% | +756+5.4% | Added |
| Group One Trading, L.P. | 14,608 | $132.3K | 0.00% | −163,134−91.8% | Reduced |
| Private Portfolio Partners LLC | 14,459 | $131.0K | 0.02% | +1,959+15.7% | Added |
| Ethic Inc. | 14,269 | $129.3K | 0.00% | −5,225−26.8% | Reduced |
| W Advisors, LLC | 13,339 | $120.9K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,274 | $120.2K | 0.00% | +116+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,191 | $120.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,237 | $119.9K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,107 | $118.7K | 0.00% | +332+2.6% | Added |
| Warren Averett Asset Management, LLC | 13,019 | $118.0K | 0.00% | +13,019 | New |
| Empowered Funds, LLC | 12,812 | $116.1K | 0.00% | +1,371+12.0% | Added |
| Resources Investment Advisors, LLC. | 12,797 | $115.9K | 0.00% | +182+1.4% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $114.3K | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 12,378 | $112.1K | 0.01% | +1,733+16.3% | Added |
| Quantinno Capital Management LP | 12,232 | $110.8K | 0.00% | +12,232 | New |
| Connable Office Inc | 12,211 | $110.6K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,111 | $110.1K | 0.03% | +145+1.2% | Added |
| Gables Capital Management Inc. | 12,000 | $108.7K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,844 | $107.0K | 0.00% | +11,844 | New |
| TownSquare Capital, LLC | 11,800 | $106.9K | 0.00% | −2,565−17.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,527 | $104.4K | 0.00% | +1,002+9.5% | Added |
| Financial Engines Advisors L.L.C. | 11,482 | $104.0K | 0.00% | +11,482 | New |
| Sapient Capital LLC | 11,200 | $102.7K | 0.00% | +11,200 | New |
| Change Path, LLC | 11,310 | $102.5K | 0.00% | +11,310 | New |
| Van Hulzen Asset Management, LLC | 10,800 | $97.8K | 0.01% | +600+5.9% | Added |
| SFMG, LLC | 10,156 | $92.0K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,148 | $92.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,577 | $77.7K | 0.00% | +277+3.3% | Added |