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, Q4 2025
Institutional positions in Valley National Bancorp as of Dec 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
- 456
- +53 vs. Q3 2025
- Shares held
- 416.8M
- +11.4M (+2.8%) vs. Q3 2025
- Total value
- $4.87B
- +$571.5M (+13.3%) vs. Q3 2025
- New holders
- 92
- 155 more added
- Sold out
- 39
- 144 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $47 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 9 | $106 | 0.00% | +9 | New |
| Toronto Dominion Bank | 11 | $128 | 0.00% | +11 | New |
| Bear Mountain Capital, Inc. | 35 | $421 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 38 | $447 | 0.00% | +7+22.6% | Added |
| HFM Investment Advisors, LLC | 42 | $491 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 50 | $584 | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 51 | $596 | 0.00% | +10+24.4% | Added |
| SJS Investment Consulting Inc. | 59 | $690 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $806 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $969 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 87 | $1.02K | 0.00% | +87 | New |
| DiNuzzo Private Wealth, Inc. | 90 | $1.05K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $1.40K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 128 | $1.50K | 0.00% | +30+30.6% | Added |
| Elyxium Wealth, LLC | 132 | $1.54K | 0.00% | +132 | New |
| Ares Financial Consulting, LLC | 137 | $1.60K | 0.00% | +137 | New |
| Bare Financial Services, Inc | 169 | $1.97K | 0.00% | +169 | New |
| Kilter Group LLC | 173 | $2.02K | 0.00% | −104−37.5% | Reduced |
| Montag A & Associates Inc | 200 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $2.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 210 | $2.47K | 0.00% | +145+223.1% | Added |
| Stone House Investment Management, LLC | 219 | $2.56K | 0.00% | +26+13.5% | Added |
| Sunbelt Securities, Inc. | 242 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 233 | $2.86K | 0.00% | +233 | New |
| Torren Management, LLC | 275 | $3.22K | 0.00% | +275 | New |
| Keating Financial Advisory Services, Inc. | 276 | $3.22K | 0.00% | +276 | New |
| Massmutual Trust Co FSB | 279 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $4.09K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 371 | $4.33K | 0.00% | +371 | New |
| Private Wealth Management Group, LLC | 416 | $4.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 423 | $4.94K | 0.00% | +20+5.0% | Added |
| Cary Street Partner Investment Advisory LLC | 426 | $4.98K | 0.00% | +426 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $5.84K | 0.00% | +500 | New |
| UMA Financial Services, Inc. | 523 | $6.11K | 0.00% | +223+74.3% | Added |
| Fortitude Family Office, LLC | 561 | $6.55K | 0.00% | +46+8.9% | Added |
| Hillsdale Investment Management Inc. | 730 | $8.53K | 0.00% | +730 | New |
| WPG Advisers, LLC | 765 | $8.94K | 0.01% | +401+110.2% | Added |
| Parkside Financial Bank & Trust | 774 | $9.04K | 0.00% | +252+48.3% | Added |
| Manchester Capital Management LLC | 792 | $9.25K | 0.00% | +792 | New |
| Larson Financial Group LLC | 800 | $9.34K | 0.00% | +17+2.2% | Added |
| MAI Capital Management | 847 | $9.89K | 0.00% | −180−17.5% | Reduced |
| Atlantic Trust, LLC | 888 | $10.4K | 0.00% | +204+29.8% | Added |
| McIlrath & Eck, LLC | 900 | $10.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 953 | $11.1K | 0.00% | −218,055−99.6% | Reduced |
| International Assets Investment Management, LLC | 958 | $11.2K | 0.00% | +958 | New |
| Assetmark, Inc | 961 | $11.2K | 0.00% | +608+172.2% | Added |
| LRI Investments, LLC | 962 | $11.2K | 0.00% | −147−13.3% | Reduced |
| Community Bank, N.A. | 1,000 | $11.7K | 0.00% | +1,000 | New |
| Rossby Financial, LCC | 1,024 | $12.0K | 0.00% | +1,024 | New |
| Quarry LP | 1,105 | $12.9K | 0.00% | +983+805.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,112 | $13.0K | 0.00% | −2,194−66.4% | Reduced |
| SBI Securities Co., Ltd. | 1,309 | $15.3K | 0.00% | +89+7.3% | Added |
| Eastern Bank | 1,439 | $16.8K | 0.00% | +1,439 | New |
| Jones Financial Companies LLLP | 1,593 | $18.6K | 0.00% | +1,472+1,216.5% | Added |
| Morse Asset Management, Inc | 1,600 | $18.7K | 0.00% | +1,600 | New |
| Root Financial Partners, LLC | 1,749 | $20.4K | 0.00% | +287+19.6% | Added |
| Kemnay Advisory Services Inc. | 1,759 | $20.5K | 0.00% | +1,759 | New |
| Clearstead Advisors, LLC | 1,796 | $21.0K | 0.00% | +537+42.7% | Added |
| Prestige Wealth Management Group LLC | 1,800 | $21.2K | 0.00% | +1,000+125.0% | Added |
| Quent Capital, LLC | 1,870 | $21.8K | 0.00% | +160+9.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $24.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,390 | $25.9K | 0.00% | +2,390 | New |
| Versant Capital Management, Inc | 2,279 | $26.6K | 0.00% | −23−1.0% | Reduced |
| IFP Advisors, Inc | 2,496 | $29.2K | 0.00% | −357−12.5% | Reduced |
| Quadrant Capital Group LLC | 2,744 | $32.0K | 0.00% | +557+25.5% | Added |
| Optiver Holding B.V. | 2,814 | $32.9K | 0.00% | −550−16.3% | Reduced |
| True Wealth Design, LLC | 2,847 | $33.3K | 0.01% | −7−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,894 | $33.8K | 0.00% | +566+24.3% | Added |
| Harbor Capital Advisors, Inc. | 3,021 | $35.0K | 0.00% | −52−1.7% | Reduced |
| First Horizon Corp | 3,219 | $37.6K | 0.00% | +1,108+52.5% | Added |
| Walleye Trading LLC | 3,264 | $38.1K | 0.00% | +3,264 | New |
| Geneos Wealth Management Inc. | 3,374 | $39.4K | 0.00% | +3,374 | New |
| Fifth Third Bancorp | 3,446 | $40.2K | 0.00% | −8−0.2% | Reduced |
| US Bancorp | 3,483 | $40.7K | 0.00% | +11+0.3% | Added |
| Key Financial Inc | 3,494 | $40.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,347 | $50.8K | 0.00% | +855+24.5% | Added |
| Atlantic Union Bankshares Corp | 4,381 | $51.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,400 | $51.4K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 5,120 | $59.8K | 0.00% | +5,120 | New |
| Danske Bank A/S | 5,200 | $60.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,474 | $63.9K | 0.00% | +53+1.0% | Added |
| Umb Bank N A | 6,128 | $71.6K | 0.00% | +696+12.8% | Added |
| EverSource Wealth Advisors, LLC | 6,137 | $71.7K | 0.00% | −200−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 6,200 | $72.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,832 | $79.8K | 0.00% | +43+0.6% | Added |
| Smartleaf Asset Management LLC | 6,961 | $82.0K | 0.00% | +2,387+52.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,750 | $91.0K | 0.00% | +2,302+42.3% | Added |
| Covestor Ltd | 8,187 | $96.0K | 0.05% | −4,968−37.8% | Reduced |
| Ronald Blue Trust, Inc. | 9,222 | $107.7K | 0.00% | −410−4.3% | Reduced |
| EMC Capital Management | 9,924 | $116.0K | 0.05% | −1,751−15.0% | Reduced |
| Sivia Capital Partners, LLC | 10,026 | $117.1K | 0.02% | −63−0.6% | Reduced |
| Evoke Wealth, LLC | 10,030 | $118.3K | 0.00% | +10,030 | New |
| SFMG, LLC | 10,156 | $118.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 10,177 | $118.9K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,421 | $121.7K | 0.00% | +10,421 | New |
| Ingalls & Snyder LLC | 10,560 | $123.0K | 0.00% | +10,560 | New |