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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 8,694 | $106.8K | 0.00% | +8,694 | New |
| Bayforest Capital Ltd | 9,881 | $121.3K | 0.14% | −8,237−45.5% | Reduced |
| Acadian Asset Management LLC | 10,039 | $123.0K | 0.00% | −131,871−92.9% | Reduced |
| MML Investors Services, LLC | 10,104 | $124.1K | 0.00% | −1,942−16.1% | Reduced |
| SFMG, LLC | 10,156 | $124.7K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 10,177 | $125.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,258 | $126.0K | 0.00% | +6,994+214.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,269 | $126.1K | 0.00% | +2,519+32.5% | Added |
| Ingalls & Snyder LLC | 10,500 | $129.0K | 0.00% | −60−0.6% | Reduced |
| PFG Investments, LLC | 10,591 | $130.1K | 0.01% | −1,183−10.0% | Reduced |
| PCM Encore, LLC | 10,669 | $131.0K | 0.03% | −68−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 10,669 | $131.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,745 | $132.0K | 0.00% | +10,745 | New |
| DGS Capital Management, LLC | 10,794 | $132.6K | 0.02% | +10,794 | New |
| Parcion Private Wealth LLC | 10,809 | $132.7K | 0.01% | +10,809 | New |
| Frec Markets, Inc. | 10,871 | $133.5K | 0.02% | +10,871 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,106 | $136.4K | 0.01% | −79−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,109 | $136.4K | 0.00% | +4,972+81.0% | Added |
| VestGen Advisors, LLC | 10,458 | $137.6K | 0.00% | +10,458 | New |
| Meeder Advisory Services, Inc. | 11,423 | $140.3K | 0.01% | +657+6.1% | Added |
| Modera Wealth Management, LLC | 11,482 | $141.0K | 0.00% | −3,086−21.2% | Reduced |
| Panagora Asset Management Inc | 11,811 | $145.0K | 0.00% | +11,811 | New |
| DRW Securities, LLC | 11,913 | $146.3K | 0.01% | −63,534−84.2% | Reduced |
| Essential Partners LLC | 11,956 | $146.8K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 12,080 | $148.3K | 0.06% | +80+0.7% | Added |
| Perigon Wealth Management, LLC | 12,097 | $148.5K | 0.00% | +10+0.1% | Added |
| Van Hulzen Asset Management, LLC | 12,300 | $151.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,369 | $153.6K | 0.00% | +12,369 | New |
| Ledgewood Wealth Advisors, LLC | 12,617 | $154.9K | 0.09% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 12,650 | $155.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 12,713 | $155.7K | 0.00% | +12,713 | New |
| Schonfeld Strategic Advisors LLC | 12,718 | $156.2K | 0.00% | −53,197−80.7% | Reduced |
| MBL Wealth, LLC | 13,044 | $160.2K | 0.01% | +13,044 | New |
| Marble Wealth, LLC | 13,252 | $162.7K | 0.03% | +123+0.9% | Added |
| Scientech Research LLC | 13,280 | $163.1K | 0.14% | +13,280 | New |
| W Advisors, LLC | 13,339 | $163.8K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 13,463 | $165.3K | 0.02% | −35,412−72.5% | Reduced |
| Waddell & Associates, LLC | 13,600 | $167.0K | 0.01% | +13,600 | New |
| Centiva Capital, LP | 13,834 | $169.9K | 0.01% | +13,834 | New |
| Fifth Third Wealth Advisors LLC | 13,953 | $171.3K | 0.01% | +588+4.4% | Added |
| Resources Investment Advisors, LLC. | 13,957 | $171.4K | 0.00% | −3,784−21.3% | Reduced |
| Everence Capital Management Inc | 14,113 | $173.0K | 0.01% | +14,113 | New |
| Sanctuary Advisors, LLC | 14,321 | $175.9K | 0.00% | +2,724+23.5% | Added |
| Evoke Wealth, LLC | 14,323 | $177.3K | 0.00% | +4,293+42.8% | Added |
| Cary Street Partners Financial LLC | 14,843 | $182.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 14,853 | $182.4K | 0.02% | +602+4.2% | Added |
| WSFS Capital Management, LLC | 14,914 | $183.1K | 0.01% | −195−1.3% | Reduced |
| Rodgers & Associates, LTD | 15,000 | $184.2K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,033 | $184.6K | 0.00% | +1,315+9.6% | Added |
| GAMMA Investing LLC | 15,136 | $185.9K | 0.01% | +947+6.7% | Added |
| Breakwater Capital Group | 15,137 | $185.9K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,224 | $187.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,227 | $187.0K | 0.00% | +1,054+7.4% | Added |
| KBC Group NV | 15,309 | $188.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,321 | $188.1K | 0.00% | +15,321 | New |
| Shelton Capital Management | 15,531 | $190.7K | 0.00% | −1,379−8.2% | Reduced |
| Journey Strategic Wealth LLC | 15,592 | $191.5K | 0.00% | +5,171+49.6% | Added |
| Park Avenue Securities LLC | 15,743 | $193.0K | 0.00% | −1,770−10.1% | Reduced |
| WealthPlan Investment Management, LLC | 15,846 | $194.6K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,979 | $196.2K | 0.06% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 16,173 | $198.6K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 17,210 | $201.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 16,642 | $204.4K | 0.02% | −1,583−8.7% | Reduced |
| Vident Advisory, LLC | 16,784 | $206.1K | 0.00% | +5,024+42.7% | Added |
| MAI Capital Management | 17,013 | $208.9K | 0.00% | +16,166+1,908.6% | Added |
| Pine Valley Investments Ltd Liability Co | 17,087 | $210.2K | 0.01% | +21+0.1% | Added |
| KMG Fiduciary Partners, LLC | 17,133 | $210.4K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 17,202 | $211.2K | 0.00% | +17,202 | New |
| Concurrent Investment Advisors, LLC | 17,593 | $216.0K | 0.00% | +830+5.0% | Added |
| AlphaGrep UK Ltd | 18,081 | $222.0K | 0.07% | +1,479+8.9% | Added |
| Private Advisor Group, LLC | 18,491 | $227.1K | 0.00% | −5,070−21.5% | Reduced |
| Azimuth Capital Investment Management LLC | 18,500 | $227.2K | 0.01% | −950−4.9% | Reduced |
| Havemeyer Place LP | 18,695 | $229.6K | 0.03% | −23,605−55.8% | Reduced |
| Successful Portfolios LLC | 18,745 | $230.2K | 0.13% | −144,846−88.5% | Reduced |
| Kestra Advisory Services, LLC | 18,884 | $231.9K | 0.00% | −3,741−16.5% | Reduced |
| Shufro Rose & Co LLC | 19,000 | $233.3K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 19,010 | $233.4K | 0.01% | +19,010 | New |
| Pinnacle Associates Ltd | 19,302 | $237.0K | 0.00% | −15−0.1% | Reduced |
| Summit Financial, LLC | 19,712 | $244.2K | 0.00% | +878+4.7% | Added |
| Warren Averett Asset Management, LLC | 20,546 | $252.3K | 0.00% | +1,124+5.8% | Added |
| Paragon Capital Management Ltd | 21,086 | $258.9K | 0.05% | −927−4.2% | Reduced |
| HSBC Holdings PLC | 21,705 | $266.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 22,039 | $270.6K | 0.01% | −14,377−39.5% | Reduced |
| HB Wealth Management, LLC | 22,067 | $271.0K | 0.00% | +10,007+83.0% | Added |
| Sym Financial Corp | 22,336 | $274.3K | 0.03% | +31+0.1% | Added |
| Brown Brothers Harriman & Co | 22,383 | $274.9K | 0.00% | +43+0.2% | Added |
| Brevan Howard Capital Management LP | 22,423 | $275.4K | 0.00% | −171,585−88.4% | Reduced |
| Sax Wealth Advisors, LLC | 23,794 | $277.9K | 0.01% | 00.0% | Unchanged |
| FLC Capital Advisors | 22,964 | $282.0K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23,000 | $282.4K | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $285.3K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,465 | $288.1K | 0.00% | +30+0.1% | Added |
| United Capital Financial Advisers, LLC | 23,473 | $288.3K | 0.00% | +12,015+104.9% | Added |
| Arrowstreet Capital, Limited Partnership | 23,498 | $288.6K | 0.00% | −241,099−91.1% | Reduced |
| McGuire Capital Advisors Inc | 23,754 | $291.7K | 0.19% | +10,495+79.2% | Added |
| Ritholtz Wealth Management | 23,862 | $293.0K | 0.01% | +7,210+43.3% | Added |
| RSM US Wealth Management LLC | 23,845 | $295.5K | 0.00% | −3,446−12.6% | Reduced |
| Chicago Partners Investment Group LLC | 22,484 | $297.9K | 0.01% | +22,484 | New |
| Abel Hall, LLC | 25,232 | $309.8K | 0.07% | +3,209+14.6% | Added |
| Profund Advisors LLC | 25,482 | $312.9K | 0.01% | −3,891−13.2% | Reduced |