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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 14,915 | $158.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,507 | $153.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,644 | $144.6K | 0.01% | +311+2.3% | Added |
| W Advisors, LLC | 13,339 | $141.4K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,180 | $140.0K | 0.00% | +9+0.1% | Added |
| Covestor Ltd | 13,155 | $139.0K | 0.08% | +2,902+28.3% | Added |
| Rothschild Investment LLC | 12,669 | $134.3K | 0.01% | +11,689+1,192.8% | Added |
| Abner Herrman & Brock LLC | 12,650 | $134.0K | 0.01% | +12,650 | New |
| Ledgewood Wealth Advisors, LLC | 12,617 | $133.7K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,567 | $133.2K | 0.00% | +1,465+13.2% | Added |
| Cruiser Capital Advisors, LLC | 12,399 | $131.4K | 0.13% | +12,399 | New |
| MML Investors Services, LLC | 12,001 | $127.2K | 0.00% | −30.0% | Reduced |
| Gables Capital Management Inc. | 12,000 | $127.2K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,726 | $124.3K | 0.01% | +720+6.5% | Added |
| EMC Capital Management | 11,675 | $124.0K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 11,719 | $123.8K | 0.00% | +11,719 | New |
| Essential Partners LLC | 11,522 | $122.1K | 0.04% | +1,306+12.8% | Added |
| Perigon Wealth Management, LLC | 11,387 | $120.7K | 0.00% | +11,387 | New |
| GAMMA Investing LLC | 11,368 | $120.5K | 0.01% | +1,594+16.3% | Added |
| Connable Office Inc | 11,242 | $119.2K | 0.01% | +319+2.9% | Added |
| waypoint wealth counsel | 11,214 | $118.9K | 0.05% | +11,214 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,185 | $118.6K | 0.01% | −342−3.0% | Reduced |
| Vident Advisory, LLC | 10,777 | $114.2K | 0.00% | +346+3.3% | Added |
| Tokio Marine Asset Management Co Ltd | 10,527 | $111.6K | 0.00% | +10,527 | New |
| Hantz Financial Services, Inc. | 10,310 | $109.0K | 0.00% | +4,941+92.0% | Added |
| Change Path, LLC | 10,177 | $107.9K | 0.00% | −3,935−27.9% | Reduced |
| SFMG, LLC | 10,156 | $107.7K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 10,089 | $106.9K | 0.03% | +10,089 | New |
| Evergreen Capital Management LLC | 10,019 | $106.7K | 0.00% | +10,019 | New |
| Ronald Blue Trust, Inc. | 9,632 | $102.1K | 0.00% | +6,415+199.4% | Added |
| Shell Asset Management Co | 8,085 | $86.0K | 0.01% | −13,936−63.3% | Reduced |
| Signaturefd, LLC | 6,789 | $72.0K | 0.00% | −106−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6,337 | $67.2K | 0.00% | +453+7.7% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $65.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,047 | $64.1K | 0.00% | −121−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,448 | $58.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,432 | $57.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,421 | $57.5K | 0.00% | +63+1.2% | Added |
| Danske Bank A/S | 5,200 | $55.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,725 | $50.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,574 | $48.4K | 0.00% | +1,996+77.4% | Added |
| Brown, Lisle/Cummings, Inc. | 4,400 | $46.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,381 | $46.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,946 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,492 | $37.0K | 0.00% | +777+28.6% | Added |
| Key Financial Inc | 3,494 | $37.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,472 | $36.8K | 0.00% | −597−14.7% | Reduced |
| Fifth Third Bancorp | 3,454 | $36.6K | 0.00% | −107−3.0% | Reduced |
| Optiver Holding B.V. | 3,364 | $35.7K | 0.00% | −92−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,306 | $35.0K | 0.00% | −23,326−87.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,073 | $33.0K | 0.00% | −24−0.8% | Reduced |
| Bessemer Group Inc | 2,827 | $31.0K | 0.00% | +70+2.5% | Added |
| Wealthspire Advisors, LLC | 2,863 | $30.3K | 0.00% | +2,863 | New |
| True Wealth Design, LLC | 2,854 | $30.3K | 0.01% | +174+6.5% | Added |
| IFP Advisors, Inc | 2,853 | $30.2K | 0.00% | +594+26.3% | Added |
| Farther Finance Advisors, LLC | 2,328 | $24.7K | 0.00% | −798−25.5% | Reduced |
| Versant Capital Management, Inc | 2,302 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,187 | $23.2K | 0.00% | +2,187 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $22.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,114 | $22.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 2,111 | $22.4K | 0.00% | +2,111 | New |
| Quent Capital, LLC | 1,710 | $18.1K | 0.00% | +1,710 | New |
| Root Financial Partners, LLC | 1,462 | $15.5K | 0.00% | +1,462 | New |
| Caitong International Asset Management Co., Ltd | 1,424 | $15.1K | 0.01% | +1,424 | New |
| Clearstead Advisors, LLC | 1,259 | $13.3K | 0.00% | +874+227.0% | Added |
| SBI Securities Co., Ltd. | 1,220 | $12.9K | 0.00% | +84+7.4% | Added |
| LRI Investments, LLC | 1,109 | $11.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,027 | $10.9K | 0.00% | −161−13.6% | Reduced |
| McIlrath & Eck, LLC | 900 | $9.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 800 | $8.51K | 0.00% | +500+166.7% | Added |
| Larson Financial Group LLC | 783 | $8.30K | 0.00% | +618+374.5% | Added |
| Atlantic Trust, LLC | 684 | $7.25K | 0.00% | +60+9.6% | Added |
| PEAK6 LLC | 633 | $6.71K | 0.00% | −5,108−89.0% | Reduced |
| Hemington Wealth Management | 660 | $6.00K | 0.00% | +53+8.7% | Added |
| Parkside Financial Bank & Trust | 522 | $5.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 515 | $5.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 416 | $4.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 403 | $4.27K | 0.00% | +20+5.2% | Added |
| WPG Advisers, LLC | 364 | $3.86K | 0.00% | −73−16.7% | Reduced |
| Assetmark, Inc | 353 | $3.74K | 0.00% | −14−3.8% | Reduced |
| Bangor Savings Bank | 350 | $3.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $3.18K | 0.00% | +62+26.1% | Added |
| Massmutual Trust Co FSB | 279 | $2.96K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 277 | $2.94K | 0.00% | +172+163.8% | Added |
| Sunbelt Securities, Inc. | 242 | $2.56K | 0.00% | +242 | New |
| Bell Investment Advisors, Inc | 208 | $2.21K | 0.00% | −112−35.0% | Reduced |
| Montag A & Associates Inc | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 193 | $2.05K | 0.00% | +193 | New |
| Quarry LP | 122 | $1.29K | 0.00% | −2,638−95.6% | Reduced |
| Jones Financial Companies LLLP | 121 | $1.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $1.27K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 102 | $1.08K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 98 | $1.04K | 0.00% | +98 | New |
| Cloud Capital Management, LLC | 116 | $1.00K | 0.00% | +116 | New |
| DiNuzzo Private Wealth, Inc. | 90 | $942 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $880 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $732 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $689 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $626 | 0.00% | 00.0% | Unchanged |