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, Q2 2025
Institutional positions in Valley National Bancorp as of Jun 30, 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
- 396
- +22 vs. Q1 2025
- Shares held
- 390.2M
- −8.48M (−2.1%) vs. Q1 2025
- Total value
- $3.49B
- −$57.9M (−1.6%) vs. Q1 2025
- New holders
- 59
- 157 more added
- Sold out
- 37
- 114 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Savant Capital, LLC | 12,433 | $111.0K | 0.00% | +1,819+17.1% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $112.7K | 0.07% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,188 | $117.8K | 0.00% | +63+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,171 | $118.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,333 | $119.1K | 0.00% | +44+0.3% | Added |
| W Advisors, LLC | 13,339 | $119.1K | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,376 | $119.4K | 0.00% | +13,376 | New |
| Wolverine Trading, LLC | 13,378 | $119.9K | 0.00% | −7,105−34.7% | Reduced |
| Swiss Life Asset Management Ltd | 13,425 | $119.9K | 0.00% | +13,425 | New |
| Guardian Capital LP | 13,760 | $122.9K | 0.00% | +13,760 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,996 | $125.0K | 0.00% | +20+0.1% | Added |
| Trust Point Inc. | 14,077 | $125.7K | 0.01% | −1,588−10.1% | Reduced |
| Change Path, LLC | 14,112 | $126.0K | 0.00% | +869+6.6% | Added |
| Modera Wealth Management, LLC | 14,507 | $129.5K | 0.00% | +30.0% | Added |
| Empowered Funds, LLC | 14,649 | $130.8K | 0.00% | +1,429+10.8% | Added |
| WSFS Capital Management, LLC | 14,915 | $133.2K | 0.01% | −5,712−27.7% | Reduced |
| Rodgers & Associates, LTD | 15,000 | $133.9K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,137 | $135.2K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,224 | $135.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 15,309 | $137.0K | 0.00% | −3,218−17.4% | Reduced |
| Transcend Wealth Collective, LLC | 15,798 | $141.1K | 0.01% | +886+5.9% | Added |
| WealthPlan Investment Management, LLC | 15,846 | $141.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $142.7K | 0.05% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 15,991 | $142.8K | 0.23% | +5,107+46.9% | Added |
| Warren Averett Asset Management, LLC | 16,065 | $143.5K | 0.00% | +2,389+17.5% | Added |
| RSM US Wealth Management LLC | 16,141 | $145.9K | 0.00% | +16,141 | New |
| Prelude Capital Management, LLC | 16,460 | $147.0K | 0.01% | +4,545+38.1% | Added |
| Point72 Hong Kong Ltd | 16,463 | $147.0K | 0.01% | +16,463 | New |
| Shelton Capital Management | 16,910 | $151.0K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 17,016 | $152.4K | 0.01% | +26+0.2% | Added |
| Resources Investment Advisors, LLC. | 17,374 | $155.1K | 0.00% | +316+1.9% | Added |
| Versor Investments LP | 17,539 | $156.6K | 0.03% | −175,161−90.9% | Reduced |
| Toroso Investments, LLC | 17,744 | $158.5K | 0.00% | +684+4.0% | Added |
| Sanctuary Advisors, LLC | 18,717 | $167.1K | 0.00% | +2,657+16.5% | Added |
| Shufro Rose & Co LLC | 19,000 | $168.9K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 18,834 | $170.3K | 0.00% | +280+1.5% | Added |
| Azimuth Capital Investment Management LLC | 19,450 | $173.7K | 0.01% | +19,450 | New |
| Pinnacle Associates Ltd | 19,910 | $177.8K | 0.00% | +55+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 20,000 | $178.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,005 | $178.6K | 0.00% | +134+0.7% | Added |
| Mercer Global Advisors Inc | 20,261 | $180.9K | 0.00% | +1,468+7.8% | Added |
| Glenmede Investment Management, LP | 20,665 | $184.5K | 0.00% | +20,665 | New |
| Cim Investment Mangement Inc | 21,124 | $188.6K | 0.04% | −352−1.6% | Reduced |
| Forum Financial Management, LP | 21,665 | $193.5K | 0.00% | +2,523+13.2% | Added |
| Neuberger Berman Group LLC | 21,682 | $193.6K | 0.00% | +279+1.3% | Added |
| Brown Brothers Harriman & Co | 21,931 | $195.8K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 21,953 | $196.0K | 0.01% | +21,953 | New |
| Shell Asset Management Co | 22,021 | $197.0K | 0.01% | −4,588−17.2% | Reduced |
| Sym Financial Corp | 22,180 | $198.1K | 0.02% | −3,922−15.0% | Reduced |
| Kestra Advisory Services, LLC | 22,361 | $199.7K | 0.00% | +3,940+21.4% | Added |
| Sax Wealth Advisors, LLC | 22,481 | $200.8K | 0.01% | −811−3.5% | Reduced |
| Paragon Capital Management Ltd | 22,862 | $204.2K | 0.04% | −14,569−38.9% | Reduced |
| Private Advisor Group, LLC | 22,907 | $204.6K | 0.00% | −3,228−12.4% | Reduced |
| Biltmore Family Office, LLC | 23,029 | $208.2K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,435 | $209.3K | 0.00% | +14+0.1% | Added |
| Park Avenue Securities LLC | 24,277 | $217.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 24,442 | $218.3K | 0.00% | −2,171−8.2% | Reduced |
| SG Americas Securities, LLC | 24,505 | $219.0K | 0.00% | −59,948−71.0% | Reduced |
| Dark Forest Capital Management LP | 24,649 | $220.1K | 0.01% | −73,871−75.0% | Reduced |
| Caption Management, LLC | 24,720 | $220.8K | 0.02% | +24,720 | New |
| Buckingham Strategic Partners | 25,073 | $223.9K | 0.00% | +4,452+21.6% | Added |
| GTS Securities LLC | 25,657 | $229.1K | 0.01% | −27,015−51.3% | Reduced |
| Carnegie Lake Advisors LLC | 25,862 | $231.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 26,370 | $235.5K | 0.00% | +26,370 | New |
| Mitsubishi UFJ Trust & Banking Corp | 26,480 | $236.5K | 0.00% | −30,976−53.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,632 | $237.8K | 0.00% | +25,279+1,868.4% | Added |
| CIBC Private Wealth Group, LLC | 26,733 | $238.7K | 0.00% | +5,339+25.0% | Added |
| Merit Financial Group, LLC | 27,104 | $242.0K | 0.00% | −2,119−7.3% | Reduced |
| Crossmark Global Holdings, Inc. | 27,427 | $244.9K | 0.00% | +447+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 27,576 | $246.3K | 0.00% | +65+0.2% | Added |
| Pensionmark Financial Group, LLC | 27,855 | $248.7K | 0.01% | +27,855 | New |
| Smallwood Wealth Investment Management, LLC | 27,915 | $249.3K | 0.14% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 28,095 | $251.0K | 0.00% | +2,151+8.3% | Added |
| Stephens Inc | 30,173 | $269.4K | 0.00% | +200+0.7% | Added |
| Advisor Group Holdings, Inc. | 30,430 | $271.7K | 0.00% | +2,065+7.3% | Added |
| PSI Advisors, LLC | 30,500 | $272.4K | 0.13% | +15,250+100.0% | Added |
| Profund Advisors LLC | 30,923 | $276.1K | 0.01% | −1,879−5.7% | Reduced |
| FMR LLC | 31,346 | $279.9K | 0.00% | −61,265−66.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 31,337 | $282.4K | 0.10% | −3,708−10.6% | Reduced |
| Janney Montgomery Scott LLC | 32,095 | $287.0K | 0.00% | −8,072−20.1% | Reduced |
| Cetera Investment Advisers | 33,864 | $302.4K | 0.00% | −1,282−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,864 | $302.4K | 0.01% | −1,441−4.1% | Reduced |
| Spears Abacus Advisors LLC | 35,000 | $312.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 35,923 | $321.7K | 0.00% | −45,312−55.8% | Reduced |
| Ci Investments Inc. | 36,020 | $322.0K | 0.00% | −2,535−6.6% | Reduced |
| Securian Asset Management, Inc | 36,272 | $323.9K | 0.01% | +199+0.6% | Added |
| Quantinno Capital Management LP | 36,589 | $326.7K | 0.00% | +8,964+32.4% | Added |
| Rockefeller Capital Management L.P. | 37,874 | $338.2K | 0.00% | +943+2.6% | Added |
| Cornerstone Wealth Group, LLC | 38,410 | $343.0K | 0.03% | +59+0.2% | Added |
| Fiduciary Trust Co | 38,710 | $345.7K | 0.00% | −1,569−3.9% | Reduced |
| Congress Wealth Management LLC | 39,319 | $351.1K | 0.00% | −26,275−40.1% | Reduced |
| Occudo Quantitative Strategies LP | 40,708 | $363.5K | 0.04% | +40,708 | New |
| Advisory Services Network, LLC | 41,054 | $380.6K | 0.01% | −2,032−4.7% | Reduced |
| Teton Advisors, Inc. | 43,200 | $385.8K | 0.23% | −800−1.8% | Reduced |
| CWM Advisors, LLC | 43,522 | $388.7K | 0.04% | +4,949+12.8% | Added |
| First Manhattan Co | 43,798 | $395.9K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 44,955 | $401.4K | 0.02% | −6,313−12.3% | Reduced |
| Capital Fund Management S.A. | 47,623 | $425.3K | 0.00% | +47,623 | New |
| Bank of Montreal | 48,303 | $431.3K | 0.00% | −439−0.9% | Reduced |
| Greenleaf Trust | 48,407 | $432.3K | 0.00% | +525+1.1% | Added |