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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 38,555 | $343.0K | 0.00% | +3,962+11.5% | Added |
| CWM Advisors, LLC | 38,573 | $342.9K | 0.04% | −5,634−12.7% | Reduced |
| Cornerstone Wealth Group, LLC | 38,351 | $340.9K | 0.03% | −29,054−43.1% | Reduced |
| Paragon Capital Management Ltd | 37,431 | $332.8K | 0.07% | +455+1.2% | Added |
| AlphaQ Advisors LLC | 37,000 | $328.9K | 0.79% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 36,931 | $328.3K | 0.00% | −7,917−17.7% | Reduced |
| Securian Asset Management, Inc | 36,073 | $320.7K | 0.01% | +181+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 35,045 | $314.3K | 0.13% | +940+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,305 | $313.9K | 0.01% | −295−0.8% | Reduced |
| Cetera Investment Advisers | 35,146 | $312.4K | 0.00% | +404+1.2% | Added |
| Spears Abacus Advisors LLC | 35,000 | $311.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34,574 | $307.4K | 0.00% | +537+1.6% | Added |
| Profund Advisors LLC | 32,802 | $291.6K | 0.01% | −22,772−41.0% | Reduced |
| Delta Financial Group, Inc. | 31,795 | $291.0K | 0.07% | −500−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 32,493 | $288.9K | 0.01% | −51,881−61.5% | Reduced |
| Stephens Inc | 29,973 | $266.5K | 0.00% | +29,973 | New |
| Spire Wealth Management | 29,618 | $263.3K | 0.01% | +29,618 | New |
| Merit Financial Group, LLC | 29,223 | $259.8K | 0.00% | +29,223 | New |
| Advisor Group Holdings, Inc. | 28,365 | $252.2K | 0.00% | +8,643+43.8% | Added |
| United Services Automobile Association | 28,702 | $252.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27,915 | $248.2K | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,625 | $245.6K | 0.00% | +15,393+125.8% | Added |
| Steward Partners Investment Advisory, LLC | 27,511 | $244.6K | 0.00% | +62+0.2% | Added |
| Franklin Resources Inc | 27,346 | $243.1K | 0.00% | −162,492−85.6% | Reduced |
| Crossmark Global Holdings, Inc. | 26,980 | $239.9K | 0.00% | +242+0.9% | Added |
| Shell Asset Management Co | 26,609 | $237.0K | 0.01% | +6,831+34.5% | Added |
| Equitable Holdings, Inc. | 26,613 | $236.6K | 0.00% | +2,477+10.3% | Added |
| Private Advisor Group, LLC | 26,135 | $232.3K | 0.00% | −1,563−5.6% | Reduced |
| Sym Financial Corp | 26,102 | $232.0K | 0.03% | +4,547+21.1% | Added |
| Natixis Advisors, L.P. | 25,944 | $231.0K | 0.00% | +25,944 | New |
| Carnegie Lake Advisors LLC | 25,862 | $230.0K | 0.09% | 00.0% | Unchanged |
| Sandia Investment Management LP | 25,000 | $222.3K | 0.65% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,277 | $216.0K | 0.00% | −529−2.1% | Reduced |
| Sivia Capital Partners, LLC | 23,528 | $209.2K | 0.10% | +23,528 | New |
| Prime Capital Investment Advisors, LLC | 23,421 | $208.2K | 0.00% | +38+0.2% | Added |
| Biltmore Family Office, LLC | 23,029 | $207.3K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 23,292 | $207.1K | 0.01% | −774−3.2% | Reduced |
| Jane Street Group, LLC | 22,617 | $201.1K | 0.00% | −243,795−91.5% | Reduced |
| Brown Brothers Harriman & Co | 21,931 | $195.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 21,476 | $190.9K | 0.04% | −511−2.3% | Reduced |
| Neuberger Berman Group LLC | 21,403 | $190.3K | 0.00% | −1,897−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 21,105 | $187.6K | 0.09% | +21,105 | New |
| Glenmede Trust Co NA | 20,712 | $184.1K | 0.00% | +20,712 | New |
| WSFS Capital Management, LLC | 20,627 | $183.4K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 20,621 | $183.3K | 0.00% | +20,621 | New |
| Wolverine Trading, LLC | 20,483 | $179.8K | 0.01% | −17,229−45.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,000 | $177.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 19,871 | $176.7K | 0.00% | −139−0.7% | Reduced |
| Pinnacle Associates Ltd | 19,855 | $176.5K | 0.00% | −20,900−51.3% | Reduced |
| Centiva Capital, LP | 19,506 | $173.4K | 0.01% | +19,506 | New |
| CIBC Private Wealth Group, LLC | 21,394 | $170.3K | 0.00% | +717+3.5% | Added |
| Forum Financial Management, LP | 19,142 | $170.2K | 0.00% | +1,381+7.8% | Added |
| Shufro Rose & Co LLC | 19,000 | $168.9K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,793 | $167.1K | 0.00% | +18,793 | New |
| KBC Group NV | 18,527 | $165.0K | 0.00% | +492+2.7% | Added |
| Summit Financial, LLC | 18,554 | $164.9K | 0.00% | +11+0.1% | Added |
| Kestra Advisory Services, LLC | 18,421 | $163.8K | 0.00% | +136+0.7% | Added |
| Toroso Investments, LLC | 17,060 | $151.7K | 0.00% | −5,097−23.0% | Reduced |
| Resources Investment Advisors, LLC. | 17,058 | $151.6K | 0.00% | +4,261+33.3% | Added |
| Pine Valley Investments Ltd Liability Co | 16,990 | $151.5K | 0.01% | +26+0.2% | Added |
| Shelton Capital Management | 16,910 | $150.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,060 | $142.8K | 0.00% | −45,889−74.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $142.1K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15,846 | $140.9K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 15,665 | $139.3K | 0.01% | −3,418−17.9% | Reduced |
| PSI Advisors, LLC | 15,250 | $135.6K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,224 | $135.3K | 0.00% | +378+2.5% | Added |
| Breakwater Capital Group | 15,137 | $134.6K | 0.02% | +15,137 | New |
| Rodgers & Associates, LTD | 15,000 | $133.3K | 0.02% | −5,000−25.0% | Reduced |
| Transcend Wealth Collective, LLC | 14,912 | $132.6K | 0.01% | +55+0.4% | Added |
| Modera Wealth Management, LLC | 14,504 | $128.9K | 0.00% | −2,969−17.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,976 | $123.1K | 0.00% | +702+5.3% | Added |
| Ethic Inc. | 13,701 | $121.8K | 0.00% | −568−4.0% | Reduced |
| Warren Averett Asset Management, LLC | 13,676 | $121.6K | 0.00% | +657+5.0% | Added |
| W Advisors, LLC | 13,339 | $118.6K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,289 | $118.1K | 0.01% | +52+0.4% | Added |
| Change Path, LLC | 13,243 | $117.7K | 0.00% | +1,933+17.1% | Added |
| Empowered Funds, LLC | 13,220 | $117.5K | 0.00% | +408+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,171 | $117.0K | 0.00% | −20−0.2% | Reduced |
| AE Wealth Management LLC | 13,125 | $116.7K | 0.00% | +18+0.1% | Added |
| PFG Investments, LLC | 13,117 | $116.6K | 0.01% | −2,013−13.3% | Reduced |
| Meeder Advisory Services, Inc. | 13,064 | $116.1K | 0.01% | +686+5.5% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $112.2K | 0.07% | 00.0% | Unchanged |
| Abel Hall, LLC | 12,613 | $112.1K | 0.07% | +12,613 | New |
| Los Angeles Capital Management LLC | 12,540 | $111.5K | 0.00% | +12,540 | New |
| Garden State Investment Advisory Services LLC | 12,253 | $109.3K | 0.04% | +142+1.2% | Added |
| Bryce Point Capital, LLC | 11,061 | $109.1K | 0.08% | +11,061 | New |
| Gables Capital Management Inc. | 12,000 | $106.7K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,978 | $106.0K | 0.00% | +134+1.1% | Added |
| Prelude Capital Management, LLC | 11,915 | $105.9K | 0.01% | +11,915 | New |
| Van Hulzen Asset Management, LLC | 11,800 | $104.9K | 0.01% | +1,000+9.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,527 | $102.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11,056 | $98.0K | 0.07% | −4,030−26.7% | Reduced |
| TownSquare Capital, LLC | 10,946 | $97.3K | 0.00% | −854−7.2% | Reduced |
| Connable Office Inc | 10,923 | $97.1K | 0.01% | −1,288−10.5% | Reduced |
| Keebeck Alpha, LP | 10,884 | $96.8K | 0.11% | +10,884 | New |
| Savant Capital, LLC | 10,614 | $94.4K | 0.00% | −36,286−77.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,419 | $92.6K | 0.00% | +10,419 | New |
| SFMG, LLC | 10,156 | $90.3K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,148 | $90.0K | 0.00% | 00.0% | Unchanged |