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, Q1 2026
Institutional positions in Valley National Bancorp as of Mar 31, 2026. 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
- 468
- +20 vs. Q4 2025
- Shares held
- 410.2M
- +49.5M (+13.7%) vs. Q4 2025
- Total value
- $5.03B
- +$817.8M (+19.4%) vs. Q4 2025
- New holders
- 61
- 188 more added
- Sold out
- 41
- 135 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $111 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $123 | 0.00% | +10 | New |
| Curio Wealth, LLC | 10 | $123 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $123 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 22 | $270 | 0.00% | +22 | New |
| Principia Wealth Advisory, LLC | 26 | $319 | 0.00% | +26 | New |
| Vermillion Wealth Management, Inc. | 31 | $381 | 0.00% | +31 | New |
| TopTier Wealth Management, LLC | 37 | $454 | 0.00% | +37 | New |
| Bear Mountain Capital, Inc. | 35 | $476 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 42 | $516 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 50 | $614 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 59 | $725 | 0.00% | +59 | New |
| Zions Bancorporation, National Association | 60 | $737 | 0.00% | +60 | New |
| Rialto Wealth Management, LLC | 67 | $823 | 0.00% | +16+31.4% | Added |
| Bay Harbor Wealth Management, LLC | 70 | $867 | 0.00% | +32+84.2% | Added |
| MV Capital Management, Inc. | 75 | $921 | 0.00% | +6+8.7% | Added |
| C M Bidwell & Associates Ltd | 87 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $1.10K | 0.00% | +7+8.4% | Added |
| DiNuzzo Private Wealth, Inc. | 90 | $1.11K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 105 | $1.29K | 0.00% | −1,691−94.2% | Reduced |
| Torren Management, LLC | 111 | $1.37K | 0.00% | −164−59.6% | Reduced |
| Private Trust Co NA | 120 | $1.47K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 126 | $1.55K | 0.00% | +126 | New |
| Financial Consulate, Inc | 128 | $1.57K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 137 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 169 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 172 | $2.11K | 0.00% | −1−0.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 176 | $2.16K | 0.00% | +176 | New |
| Montag A & Associates Inc | 200 | $2.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 208 | $2.56K | 0.00% | −584−73.7% | Reduced |
| Bell Investment Advisors, Inc | 208 | $2.56K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 226 | $2.77K | 0.00% | +7+3.2% | Added |
| JFS Wealth Advisors, LLC | 235 | $2.90K | 0.00% | +25+11.9% | Added |
| Sunbelt Securities, Inc. | 242 | $2.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 233 | $3.18K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 291 | $3.57K | 0.00% | +287+7,175.0% | Added |
| Massmutual Trust Co FSB | 293 | $3.60K | 0.00% | +14+5.0% | Added |
| SJS Investment Consulting Inc. | 326 | $4.00K | 0.00% | +267+452.5% | Added |
| Keating Financial Advisory Services, Inc. | 340 | $4.17K | 0.00% | +64+23.2% | Added |
| Bangor Savings Bank | 350 | $4.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 416 | $5.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 423 | $5.19K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 443 | $5.44K | 0.00% | −2,371−84.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 451 | $5.54K | 0.00% | +25+5.9% | Added |
| Danske Bank A/S | 500 | $6.14K | 0.00% | −4,700−90.4% | Reduced |
| JCSD Capital, LLC | 500 | $6.14K | 0.01% | +500 | New |
| UMA Financial Services, Inc. | 523 | $6.42K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $6.83K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 681 | $8.36K | 0.01% | +681 | New |
| LRI Investments, LLC | 715 | $8.78K | 0.00% | −247−25.7% | Reduced |
| CVA Family Office, LLC | 720 | $8.84K | 0.00% | +720 | New |
| Owl Creek Wealth Partners LLC | 725 | $8.90K | 0.00% | +725 | New |
| Fortitude Family Office, LLC | 794 | $9.75K | 0.00% | +233+41.5% | Added |
| Parkside Financial Bank & Trust | 799 | $9.81K | 0.00% | +25+3.2% | Added |
| Larson Financial Group LLC | 816 | $10.0K | 0.00% | +16+2.0% | Added |
| Atlantic Trust, LLC | 888 | $10.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 900 | $11.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 958 | $11.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,120 | $13.8K | 0.00% | −53,381−97.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,336 | $16.0K | 0.00% | −3,784−73.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,309 | $16.1K | 0.00% | +197+17.7% | Added |
| SBI Securities Co., Ltd. | 1,339 | $16.4K | 0.00% | +30+2.3% | Added |
| Rossby Financial, LCC | 1,347 | $16.8K | 0.00% | +323+31.5% | Added |
| WPG Advisers, LLC | 1,422 | $17.5K | 0.01% | +657+85.9% | Added |
| Eastern Bank | 1,439 | $17.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,459 | $17.9K | 0.00% | +1,088+293.3% | Added |
| Quent Capital, LLC | 1,943 | $23.9K | 0.00% | +73+3.9% | Added |
| Cedar Mountain Advisors, LLC | 2,112 | $25.9K | 0.01% | +2,112 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,112 | $26.0K | 0.02% | −6,075−74.2% | Reduced |
| Assetmark, Inc | 2,150 | $26.4K | 0.00% | +1,189+123.7% | Added |
| Prestige Wealth Management Group LLC | 2,300 | $28.5K | 0.01% | +500+27.8% | Added |
| Los Angeles Capital Management LLC | 2,390 | $29.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,497 | $30.7K | 0.00% | +10.0% | Added |
| First Horizon Corp | 2,509 | $30.8K | 0.00% | −710−22.1% | Reduced |
| Geneos Wealth Management Inc. | 3,374 | $41.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3,494 | $42.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,739 | $45.9K | 0.00% | +256+7.3% | Added |
| Harbor Capital Advisors, Inc. | 3,722 | $46.0K | 0.00% | +701+23.2% | Added |
| Beacon Investment Advisory Services, Inc. | 3,811 | $46.8K | 0.00% | +3,811 | New |
| Quadrant Capital Group LLC | 3,885 | $47.7K | 0.00% | +1,141+41.6% | Added |
| Root Financial Partners, LLC | 3,976 | $48.8K | 0.00% | +2,227+127.3% | Added |
| Farther Finance Advisors, LLC | 4,257 | $53.0K | 0.00% | +1,363+47.1% | Added |
| Atlantic Union Bankshares Corp | 4,381 | $53.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,400 | $54.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,497 | $55.2K | 0.01% | +2,218+97.3% | Added |
| True Wealth Design, LLC | 4,706 | $57.8K | 0.02% | +1,859+65.3% | Added |
| GWM Advisors LLC | 5,523 | $67.8K | 0.00% | +49+0.9% | Added |
| Smartleaf Asset Management LLC | 6,267 | $74.6K | 0.00% | −694−10.0% | Reduced |
| Kemnay Advisory Services Inc. | 6,087 | $74.7K | 0.01% | +4,328+246.0% | Added |
| Umb Bank N A | 6,128 | $75.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,163 | $75.7K | 0.00% | +1,816+41.8% | Added |
| Nomura Asset Management Co Ltd | 6,200 | $76.1K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6,269 | $77.0K | 0.01% | +6,269 | New |
| Jones Financial Companies LLLP | 7,130 | $85.2K | 0.00% | +5,537+347.6% | Added |
| Ronald Blue Trust, Inc. | 7,994 | $98.2K | 0.00% | −1,228−13.3% | Reduced |
| SRS Capital Advisors, Inc. | 8,172 | $100.4K | 0.00% | +7,219+757.5% | Added |
| Signaturefd, LLC | 8,217 | $100.9K | 0.00% | +1,385+20.3% | Added |