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, Q1 2025
Institutional positions in Valley National Bancorp as of Mar 31, 2025. 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
- 381
- +10 vs. Q4 2024
- Shares held
- 400.7M
- +17.3M (+4.5%) vs. Q4 2024
- Total value
- $3.56B
- +$86.9M (+2.5%) vs. Q4 2024
- New holders
- 53
- 164 more added
- Sold out
- 43
- 103 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFG Investments, LLC | 13,117 | $116.6K | 0.01% | −2,013−13.3% | Reduced |
| AE Wealth Management LLC | 13,125 | $116.7K | 0.00% | +18+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,171 | $117.0K | 0.00% | −20−0.2% | Reduced |
| Empowered Funds, LLC | 13,220 | $117.5K | 0.00% | +408+3.2% | Added |
| Change Path, LLC | 13,243 | $117.7K | 0.00% | +1,933+17.1% | Added |
| Fifth Third Wealth Advisors LLC | 13,289 | $118.1K | 0.01% | +52+0.4% | Added |
| W Advisors, LLC | 13,339 | $118.6K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,676 | $121.6K | 0.00% | +657+5.0% | Added |
| Ethic Inc. | 13,701 | $121.8K | 0.00% | −568−4.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,976 | $123.1K | 0.00% | +702+5.3% | Added |
| Modera Wealth Management, LLC | 14,504 | $128.9K | 0.00% | −2,969−17.0% | Reduced |
| Transcend Wealth Collective, LLC | 14,912 | $132.6K | 0.01% | +55+0.4% | Added |
| Rodgers & Associates, LTD | 15,000 | $133.3K | 0.02% | −5,000−25.0% | Reduced |
| Breakwater Capital Group | 15,137 | $134.6K | 0.02% | +15,137 | New |
| CIBC Asset Management Inc | 15,224 | $135.3K | 0.00% | +378+2.5% | Added |
| PSI Advisors, LLC | 15,250 | $135.6K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 15,665 | $139.3K | 0.01% | −3,418−17.9% | Reduced |
| WealthPlan Investment Management, LLC | 15,846 | $140.9K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $142.1K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,060 | $142.8K | 0.00% | −45,889−74.1% | Reduced |
| Shelton Capital Management | 16,910 | $150.3K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,990 | $151.5K | 0.01% | +26+0.2% | Added |
| Resources Investment Advisors, LLC. | 17,058 | $151.6K | 0.00% | +4,261+33.3% | Added |
| Toroso Investments, LLC | 17,060 | $151.7K | 0.00% | −5,097−23.0% | Reduced |
| Kestra Advisory Services, LLC | 18,421 | $163.8K | 0.00% | +136+0.7% | Added |
| Summit Financial, LLC | 18,554 | $164.9K | 0.00% | +11+0.1% | Added |
| KBC Group NV | 18,527 | $165.0K | 0.00% | +492+2.7% | Added |
| Mercer Global Advisors Inc | 18,793 | $167.1K | 0.00% | +18,793 | New |
| Shufro Rose & Co LLC | 19,000 | $168.9K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 19,142 | $170.2K | 0.00% | +1,381+7.8% | Added |
| CIBC Private Wealth Group, LLC | 21,394 | $170.3K | 0.00% | +717+3.5% | Added |
| Centiva Capital, LP | 19,506 | $173.4K | 0.01% | +19,506 | New |
| Pinnacle Associates Ltd | 19,855 | $176.5K | 0.00% | −20,900−51.3% | Reduced |
| Concurrent Investment Advisors, LLC | 19,871 | $176.7K | 0.00% | −139−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,000 | $177.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 20,483 | $179.8K | 0.01% | −17,229−45.7% | Reduced |
| Buckingham Strategic Partners | 20,621 | $183.3K | 0.00% | +20,621 | New |
| WSFS Capital Management, LLC | 20,627 | $183.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,712 | $184.1K | 0.00% | +20,712 | New |
| Sherbrooke Park Advisers LLC | 21,105 | $187.6K | 0.09% | +21,105 | New |
| Neuberger Berman Group LLC | 21,403 | $190.3K | 0.00% | −1,897−8.1% | Reduced |
| Cim Investment Mangement Inc | 21,476 | $190.9K | 0.04% | −511−2.3% | Reduced |
| Brown Brothers Harriman & Co | 21,931 | $195.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,617 | $201.1K | 0.00% | −243,795−91.5% | Reduced |
| Sax Wealth Advisors, LLC | 23,292 | $207.1K | 0.01% | −774−3.2% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $207.3K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,421 | $208.2K | 0.00% | +38+0.2% | Added |
| Sivia Capital Partners, LLC | 23,528 | $209.2K | 0.10% | +23,528 | New |
| Park Avenue Securities LLC | 24,277 | $216.0K | 0.00% | −529−2.1% | Reduced |
| Sandia Investment Management LP | 25,000 | $222.3K | 0.65% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 25,862 | $230.0K | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,944 | $231.0K | 0.00% | +25,944 | New |
| Sym Financial Corp | 26,102 | $232.0K | 0.03% | +4,547+21.1% | Added |
| Private Advisor Group, LLC | 26,135 | $232.3K | 0.00% | −1,563−5.6% | Reduced |
| Equitable Holdings, Inc. | 26,613 | $236.6K | 0.00% | +2,477+10.3% | Added |
| Shell Asset Management Co | 26,609 | $237.0K | 0.01% | +6,831+34.5% | Added |
| Crossmark Global Holdings, Inc. | 26,980 | $239.9K | 0.00% | +242+0.9% | Added |
| Franklin Resources Inc | 27,346 | $243.1K | 0.00% | −162,492−85.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,511 | $244.6K | 0.00% | +62+0.2% | Added |
| Quantinno Capital Management LP | 27,625 | $245.6K | 0.00% | +15,393+125.8% | Added |
| Smallwood Wealth Investment Management, LLC | 27,915 | $248.2K | 0.16% | 00.0% | Unchanged |
| United Services Automobile Association | 28,702 | $252.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,365 | $252.2K | 0.00% | +8,643+43.8% | Added |
| Merit Financial Group, LLC | 29,223 | $259.8K | 0.00% | +29,223 | New |
| Spire Wealth Management | 29,618 | $263.3K | 0.01% | +29,618 | New |
| Stephens Inc | 29,973 | $266.5K | 0.00% | +29,973 | New |
| Tower Research Capital LLC (TRC) | 32,493 | $288.9K | 0.01% | −51,881−61.5% | Reduced |
| Delta Financial Group, Inc. | 31,795 | $291.0K | 0.07% | −500−1.5% | Reduced |
| Profund Advisors LLC | 32,802 | $291.6K | 0.01% | −22,772−41.0% | Reduced |
| Fifth Third Bancorp | 34,574 | $307.4K | 0.00% | +537+1.6% | Added |
| Spears Abacus Advisors LLC | 35,000 | $311.1K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,146 | $312.4K | 0.00% | +404+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,305 | $313.9K | 0.01% | −295−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35,045 | $314.3K | 0.13% | +940+2.8% | Added |
| Securian Asset Management, Inc | 36,073 | $320.7K | 0.01% | +181+0.5% | Added |
| Rockefeller Capital Management L.P. | 36,931 | $328.3K | 0.00% | −7,917−17.7% | Reduced |
| AlphaQ Advisors LLC | 37,000 | $328.9K | 0.79% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 37,431 | $332.8K | 0.07% | +455+1.2% | Added |
| Cornerstone Wealth Group, LLC | 38,351 | $340.9K | 0.03% | −29,054−43.1% | Reduced |
| CWM Advisors, LLC | 38,573 | $342.9K | 0.04% | −5,634−12.7% | Reduced |
| Ci Investments Inc. | 38,555 | $343.0K | 0.00% | +3,962+11.5% | Added |
| Janney Montgomery Scott LLC | 40,167 | $357.0K | 0.00% | +365+0.9% | Added |
| Fiduciary Trust Co | 40,279 | $358.1K | 0.00% | +12,657+45.8% | Added |
| Advisory Services Network, LLC | 43,086 | $383.0K | 0.01% | +941+2.2% | Added |
| Teton Advisors, Inc. | 44,000 | $391.2K | 0.24% | 00.0% | Unchanged |
| First Manhattan Co | 43,798 | $394.2K | 0.00% | −21,000−32.4% | Reduced |
| Aigen Investment Management, LP | 45,105 | $401.0K | 0.06% | +18,566+70.0% | Added |
| Quest Partners LLC | 46,536 | $413.7K | 0.04% | −3,442−6.9% | Reduced |
| STRS Ohio | 47,300 | $420.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 47,664 | $423.7K | 0.00% | −454−0.9% | Reduced |
| Greenleaf Trust | 47,882 | $425.7K | 0.00% | −3,348−6.5% | Reduced |
| Bank of Montreal | 48,742 | $433.3K | 0.00% | −2,042−4.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 49,600 | $440.9K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 49,706 | $442.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 50,012 | $444.6K | 0.02% | +10,656+27.1% | Added |
| Atria Investments LLC | 50,499 | $448.9K | 0.01% | +3,555+7.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 50,607 | $449.9K | 0.01% | +3,416+7.2% | Added |
| Pallas Capital Advisors LLC | 51,268 | $455.8K | 0.02% | +51,268 | New |
| GTS Securities LLC | 52,672 | $468.3K | 0.02% | −2,506−4.5% | Reduced |
| Keeley-Teton Advisors, LLC | 52,905 | $470.3K | 0.06% | +8,267+18.5% | Added |