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, Q3 2025
Institutional positions in Valley National Bancorp as of Sep 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
- 408
- +18 vs. Q2 2025
- Shares held
- 405.9M
- +19.4M (+5.0%) vs. Q2 2025
- Total value
- $4.31B
- +$851.8M (+24.7%) vs. Q2 2025
- New holders
- 57
- 155 more added
- Sold out
- 39
- 116 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $53 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 31 | $332 | 0.00% | +15+93.8% | Added |
| Huntington National Bank | 32 | $339 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 35 | $359 | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 41 | $435 | 0.00% | +11+36.7% | Added |
| HFM Investment Advisors, LLC | 42 | $445 | 0.00% | +8+23.5% | Added |
| SJS Investment Consulting Inc. | 59 | $626 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $689 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $732 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $880 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 90 | $942 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 116 | $1.00K | 0.00% | +116 | New |
| Financial Consulate, Inc | 98 | $1.04K | 0.00% | +98 | New |
| Goodman Advisory Group, LLC | 100 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 102 | $1.08K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $1.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 121 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 122 | $1.29K | 0.00% | −2,638−95.6% | Reduced |
| Stone House Investment Management, LLC | 193 | $2.05K | 0.00% | +193 | New |
| Montag A & Associates Inc | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $2.21K | 0.00% | −112−35.0% | Reduced |
| Sunbelt Securities, Inc. | 242 | $2.56K | 0.00% | +242 | New |
| Kilter Group LLC | 277 | $2.94K | 0.00% | +172+163.8% | Added |
| Massmutual Trust Co FSB | 279 | $2.96K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $3.18K | 0.00% | +62+26.1% | Added |
| Bangor Savings Bank | 350 | $3.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 353 | $3.74K | 0.00% | −14−3.8% | Reduced |
| WPG Advisers, LLC | 364 | $3.86K | 0.00% | −73−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 403 | $4.27K | 0.00% | +20+5.2% | Added |
| Private Wealth Management Group, LLC | 416 | $4.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 515 | $5.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 522 | $5.53K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 660 | $6.00K | 0.00% | +53+8.7% | Added |
| PEAK6 LLC | 633 | $6.71K | 0.00% | −5,108−89.0% | Reduced |
| Atlantic Trust, LLC | 684 | $7.25K | 0.00% | +60+9.6% | Added |
| Larson Financial Group LLC | 783 | $8.30K | 0.00% | +618+374.5% | Added |
| Prestige Wealth Management Group LLC | 800 | $8.51K | 0.00% | +500+166.7% | Added |
| McIlrath & Eck, LLC | 900 | $9.54K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,027 | $10.9K | 0.00% | −161−13.6% | Reduced |
| LRI Investments, LLC | 1,109 | $11.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,220 | $12.9K | 0.00% | +84+7.4% | Added |
| Clearstead Advisors, LLC | 1,259 | $13.3K | 0.00% | +874+227.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,424 | $15.1K | 0.01% | +1,424 | New |
| Root Financial Partners, LLC | 1,462 | $15.5K | 0.00% | +1,462 | New |
| Quent Capital, LLC | 1,710 | $18.1K | 0.00% | +1,710 | New |
| First Horizon Corp | 2,111 | $22.4K | 0.00% | +2,111 | New |
| Rise Advisors, LLC | 2,114 | $22.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $22.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,187 | $23.2K | 0.00% | +2,187 | New |
| Versant Capital Management, Inc | 2,302 | $24.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,328 | $24.7K | 0.00% | −798−25.5% | Reduced |
| IFP Advisors, Inc | 2,853 | $30.2K | 0.00% | +594+26.3% | Added |
| True Wealth Design, LLC | 2,854 | $30.3K | 0.01% | +174+6.5% | Added |
| Wealthspire Advisors, LLC | 2,863 | $30.3K | 0.00% | +2,863 | New |
| Bessemer Group Inc | 2,827 | $31.0K | 0.00% | +70+2.5% | Added |
| Harbor Capital Advisors, Inc. | 3,073 | $33.0K | 0.00% | −24−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,306 | $35.0K | 0.00% | −23,326−87.6% | Reduced |
| Optiver Holding B.V. | 3,364 | $35.7K | 0.00% | −92−2.7% | Reduced |
| Fifth Third Bancorp | 3,454 | $36.6K | 0.00% | −107−3.0% | Reduced |
| US Bancorp | 3,472 | $36.8K | 0.00% | −597−14.7% | Reduced |
| Key Financial Inc | 3,494 | $37.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,492 | $37.0K | 0.00% | +777+28.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,946 | $42.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,381 | $46.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,400 | $46.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,574 | $48.4K | 0.00% | +1,996+77.4% | Added |
| Asset Dedication, LLC | 4,725 | $50.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,200 | $55.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,421 | $57.5K | 0.00% | +63+1.2% | Added |
| Umb Bank N A | 5,432 | $57.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,448 | $58.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,047 | $64.1K | 0.00% | −121−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 6,200 | $65.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,337 | $67.2K | 0.00% | +453+7.7% | Added |
| Signaturefd, LLC | 6,789 | $72.0K | 0.00% | −106−1.5% | Reduced |
| Shell Asset Management Co | 8,085 | $86.0K | 0.01% | −13,936−63.3% | Reduced |
| Ronald Blue Trust, Inc. | 9,632 | $102.1K | 0.00% | +6,415+199.4% | Added |
| Evergreen Capital Management LLC | 10,019 | $106.7K | 0.00% | +10,019 | New |
| Sivia Capital Partners, LLC | 10,089 | $106.9K | 0.03% | +10,089 | New |
| SFMG, LLC | 10,156 | $107.7K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 10,177 | $107.9K | 0.00% | −3,935−27.9% | Reduced |
| Hantz Financial Services, Inc. | 10,310 | $109.0K | 0.00% | +4,941+92.0% | Added |
| Tokio Marine Asset Management Co Ltd | 10,527 | $111.6K | 0.00% | +10,527 | New |
| Vident Advisory, LLC | 10,777 | $114.2K | 0.00% | +346+3.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,185 | $118.6K | 0.01% | −342−3.0% | Reduced |
| waypoint wealth counsel | 11,214 | $118.9K | 0.05% | +11,214 | New |
| Connable Office Inc | 11,242 | $119.2K | 0.01% | +319+2.9% | Added |
| GAMMA Investing LLC | 11,368 | $120.5K | 0.01% | +1,594+16.3% | Added |
| Perigon Wealth Management, LLC | 11,387 | $120.7K | 0.00% | +11,387 | New |
| Essential Partners LLC | 11,522 | $122.1K | 0.04% | +1,306+12.8% | Added |
| M&T Bank Corp | 11,719 | $123.8K | 0.00% | +11,719 | New |
| EMC Capital Management | 11,675 | $124.0K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,726 | $124.3K | 0.01% | +720+6.5% | Added |
| Gables Capital Management Inc. | 12,000 | $127.2K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,001 | $127.2K | 0.00% | −30.0% | Reduced |
| Cruiser Capital Advisors, LLC | 12,399 | $131.4K | 0.13% | +12,399 | New |
| Integrated Wealth Concepts LLC | 12,567 | $133.2K | 0.00% | +1,465+13.2% | Added |
| Ledgewood Wealth Advisors, LLC | 12,617 | $133.7K | 0.08% | 00.0% | Unchanged |