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 |
|---|---|---|---|---|---|
| Abner Herrman & Brock LLC | 12,650 | $134.0K | 0.01% | +12,650 | New |
| Rothschild Investment LLC | 12,669 | $134.3K | 0.01% | +11,689+1,192.8% | Added |
| Covestor Ltd | 13,155 | $139.0K | 0.08% | +2,902+28.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,180 | $140.0K | 0.00% | +9+0.1% | Added |
| W Advisors, LLC | 13,339 | $141.4K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,644 | $144.6K | 0.01% | +311+2.3% | Added |
| Modera Wealth Management, LLC | 14,507 | $153.8K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 14,915 | $158.1K | 0.01% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 15,000 | $159.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,137 | $160.5K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,224 | $161.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 15,224 | $161.4K | 0.00% | +575+3.9% | Added |
| PSI Advisors, LLC | 15,250 | $161.7K | 0.04% | −15,250−50.0% | Reduced |
| KBC Group NV | 15,309 | $162.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 15,764 | $167.1K | 0.00% | +15,764 | New |
| WealthPlan Investment Management, LLC | 15,846 | $168.0K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 19,000 | $168.9K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $169.4K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,108 | $170.7K | 0.00% | −24,946−60.8% | Reduced |
| Brighton Jones LLC | 16,532 | $175.2K | 0.00% | +5,938+56.1% | Added |
| Savant Capital, LLC | 16,568 | $175.6K | 0.00% | +4,135+33.3% | Added |
| Shelton Capital Management | 16,910 | $179.2K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 17,043 | $181.1K | 0.01% | +27+0.2% | Added |
| KMG Fiduciary Partners, LLC | 17,133 | $181.6K | 0.01% | +17,133 | New |
| Park Avenue Securities LLC | 17,289 | $183.0K | 0.00% | −6,988−28.8% | Reduced |
| Jain Global LLC | 17,487 | $185.4K | 0.00% | +17,487 | New |
| Resources Investment Advisors, LLC. | 17,541 | $185.9K | 0.00% | +167+1.0% | Added |
| Transcend Wealth Collective, LLC | 17,641 | $187.0K | 0.01% | +1,843+11.7% | Added |
| Vise Technologies, Inc. | 18,243 | $193.4K | 0.01% | −3,710−16.9% | Reduced |
| Trust Point Inc. | 18,449 | $195.6K | 0.02% | +4,372+31.1% | Added |
| Warren Averett Asset Management, LLC | 18,597 | $197.1K | 0.00% | +2,532+15.8% | Added |
| Summit Financial, LLC | 18,834 | $199.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,010 | $201.5K | 0.00% | −900−4.5% | Reduced |
| Azimuth Capital Investment Management LLC | 19,450 | $206.2K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,469 | $206.4K | 0.00% | −2,213−10.2% | Reduced |
| Natixis Advisors, L.P. | 19,544 | $207.0K | 0.00% | −8,551−30.4% | Reduced |
| Janney Montgomery Scott LLC | 19,638 | $208.0K | 0.00% | −12,457−38.8% | Reduced |
| Public Employees Retirement System of Ohio | 19,962 | $211.6K | 0.00% | +11,527+136.7% | Added |
| Concurrent Investment Advisors, LLC | 20,135 | $213.4K | 0.00% | +130+0.6% | Added |
| Glenmede Investment Management, LP | 20,665 | $219.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 20,757 | $220.0K | 0.06% | −367−1.7% | Reduced |
| GTS Securities LLC | 21,291 | $225.7K | 0.01% | −4,366−17.0% | Reduced |
| Forum Financial Management, LP | 21,698 | $230.0K | 0.00% | +33+0.2% | Added |
| Paragon Capital Management Ltd | 21,785 | $230.9K | 0.04% | −1,077−4.7% | Reduced |
| AE Wealth Management LLC | 21,901 | $232.1K | 0.00% | +8,713+66.1% | Added |
| Brown Brothers Harriman & Co | 21,931 | $232.5K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 22,261 | $236.0K | 0.03% | +81+0.4% | Added |
| HSBC Holdings PLC | 22,378 | $237.2K | 0.00% | −13,545−37.7% | Reduced |
| Kestra Advisory Services, LLC | 22,503 | $238.5K | 0.00% | +142+0.6% | Added |
| Sax Wealth Advisors, LLC | 22,596 | $239.5K | 0.01% | +115+0.5% | Added |
| Kestra Investment Management, LLC | 22,866 | $242.4K | 0.01% | −99,934−81.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 23,000 | $243.8K | 0.00% | +3,000+15.0% | Added |
| Biltmore Family Office, LLC | 23,029 | $246.6K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,428 | $248.3K | 0.00% | +521+2.3% | Added |
| Prime Capital Investment Advisors, LLC | 23,435 | $248.4K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 23,623 | $250.4K | 0.05% | +23,623 | New |
| Swiss Life Asset Management Ltd | 23,883 | $253.2K | 0.00% | +10,458+77.9% | Added |
| Equitable Holdings, Inc. | 24,442 | $259.1K | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 24,980 | $264.8K | 0.00% | +24,980 | New |
| Sterling Capital Management LLC | 25,647 | $271.9K | 0.00% | +15,471+152.0% | Added |
| Carnegie Lake Advisors LLC | 25,862 | $274.1K | 0.11% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 27,427 | $290.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27,641 | $293.0K | 0.00% | +65+0.2% | Added |
| Pensionmark Financial Group, LLC | 27,855 | $295.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27,915 | $295.9K | 0.15% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 28,980 | $306.9K | 0.01% | +28,980 | New |
| Profund Advisors LLC | 29,995 | $317.9K | 0.01% | −928−3.0% | Reduced |
| Stephens Inc | 30,053 | $318.6K | 0.00% | −120−0.4% | Reduced |
| Merit Financial Group, LLC | 30,334 | $321.5K | 0.00% | +3,230+11.9% | Added |
| CIBC Private Wealth Group, LLC | 31,242 | $331.2K | 0.00% | +4,509+16.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 31,346 | $334.8K | 0.07% | +90.0% | Added |
| Ci Investments Inc. | 31,813 | $337.0K | 0.00% | −4,207−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,309 | $353.1K | 0.01% | −555−1.6% | Reduced |
| FMR LLC | 33,783 | $358.1K | 0.00% | +2,437+7.8% | Added |
| Buckingham Strategic Partners | 32,932 | $358.5K | 0.00% | +7,859+31.3% | Added |
| Inceptionr LLC | 34,111 | $361.6K | 0.09% | +34,111 | New |
| Cetera Investment Advisers | 34,142 | $361.9K | 0.00% | +278+0.8% | Added |
| RSM US Wealth Management LLC | 34,061 | $364.8K | 0.00% | +17,920+111.0% | Added |
| Spears Abacus Advisors LLC | 35,000 | $371.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 35,285 | $374.0K | 0.00% | +8,915+33.8% | Added |
| Securian Asset Management, Inc | 36,050 | $382.1K | 0.01% | −222−0.6% | Reduced |
| Henshaw Capital LLC | 36,512 | $387.0K | 0.01% | −13,500−27.0% | Reduced |
| Retirement Income Solutions, Inc | 37,097 | $393.2K | 0.07% | +37,097 | New |
| Rockefeller Capital Management L.P. | 37,765 | $400.3K | 0.00% | −109−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 38,410 | $407.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 42,557 | $451.1K | 0.01% | −64,310−60.2% | Reduced |
| Bayforest Capital Ltd | 42,567 | $451.2K | 0.21% | −21,842−33.9% | Reduced |
| CWM Advisors, LLC | 42,995 | $455.7K | 0.04% | −527−1.2% | Reduced |
| Bank of Montreal | 43,022 | $456.0K | 0.00% | −5,281−10.9% | Reduced |
| Teton Advisors, LLC | 43,200 | $457.9K | 0.28% | +43,200 | New |
| Ilex Capital Partners (UK) LLP | 44,165 | $468.1K | 0.01% | +44,165 | New |
| First Manhattan Co | 43,798 | $469.0K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 29,522 | $475.4K | 0.01% | +29,522 | New |
| Guggenheim Capital LLC | 45,603 | $483.4K | 0.00% | −18,810−29.2% | Reduced |
| CSS LLC | 46,090 | $488.6K | 0.03% | −10,280−18.2% | Reduced |
| DRW Securities, LLC | 46,318 | $491.7K | 0.03% | −8,189−15.0% | Reduced |
| Fiduciary Trust Co | 46,602 | $494.0K | 0.01% | +7,892+20.4% | Added |
| Pallas Capital Advisors LLC | 48,458 | $513.7K | 0.02% | +3,503+7.8% | Added |
| Greenleaf Trust | 48,525 | $514.4K | 0.00% | +118+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,186 | $521.4K | 0.00% | +22,706+85.7% | Added |