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; 474 institutions reported holding it in 13F filings for Q2 2026, worth $6.22B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Valley National Bancorp as of Jun 30, 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
- 474
- +15 vs. Q1 2026
- Shares held
- 424.8M
- +15.2M (+3.7%) vs. Q1 2026
- Total value
- $6.22B
- +$1.20B (+23.8%) vs. Q1 2026
- New holders
- 57
- 189 more added
- Sold out
- 42
- 147 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 474 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Valley National Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 4,958 | $72.6K | 0.03% | −6,998−58.5% | Reduced |
| True Wealth Design, LLC | 5,052 | $74.0K | 0.02% | +346+7.4% | Added |
| GWM Advisors LLC | 5,390 | $79.0K | 0.00% | −133−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,866 | $85.9K | 0.00% | −30,746−84.0% | Reduced |
| Umb Bank N A | 6,128 | $89.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,267 | $91.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 6,510 | $95.4K | 0.02% | +6,510 | New |
| Ronald Blue Trust, Inc. | 6,679 | $97.8K | 0.00% | −1,315−16.4% | Reduced |
| Parallel Advisors, LLC | 6,710 | $98.3K | 0.00% | +547+8.9% | Added |
| PEAK6 LLC | 6,910 | $101.2K | 0.00% | −27,869−80.1% | Reduced |
| EverSource Wealth Advisors, LLC | 7,018 | $102.8K | 0.00% | −4,091−36.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,775 | $113.9K | 0.00% | +7,775 | New |
| Bayforest Capital Ltd | 8,368 | $122.6K | 0.11% | −1,513−15.3% | Reduced |
| IFP Advisors, Inc | 8,478 | $124.2K | 0.00% | +5,981+239.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,491 | $124.4K | 0.00% | −1,778−17.3% | Reduced |
| Walleye Trading LLC | 8,616 | $126.2K | 0.00% | −1,642−16.0% | Reduced |
| Jones Financial Companies LLLP | 8,580 | $126.3K | 0.00% | +1,450+20.3% | Added |
| Nykredit A/S | 9,338 | $136.8K | 0.00% | +9,338 | New |
| Change Path, LLC | 10,000 | $146.5K | 0.00% | −177−1.7% | Reduced |
| SFMG, LLC | 10,156 | $148.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,339 | $151.5K | 0.00% | +2,122+25.8% | Added |
| PFG Investments, LLC | 10,457 | $153.2K | 0.01% | −134−1.3% | Reduced |
| VestGen Advisors, LLC | 10,479 | $153.5K | 0.00% | +21+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,538 | $154.4K | 0.00% | +10,538 | New |
| Inspire Advisors, LLC | 10,910 | $159.8K | 0.01% | +10,910 | New |
| Canada Pension Plan Investment Board | 11,000 | $161.2K | 0.00% | +11,000 | New |
| Brinker Capital Investments, LLC | 11,077 | $162.3K | 0.00% | +332+3.1% | Added |
| PCM Encore, LLC | 11,098 | $162.6K | 0.03% | +429+4.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,106 | $162.7K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,279 | $165.2K | 0.01% | −144−1.3% | Reduced |
| Global Retirement Partners, LLC | 11,599 | $169.9K | 0.00% | +11,599 | New |
| NorthCrest Asset Manangement, LLC | 11,680 | $171.2K | 0.00% | −689−5.6% | Reduced |
| Parcion Private Wealth LLC | 11,771 | $172.4K | 0.01% | +962+8.9% | Added |
| Frec Markets, Inc. | 11,974 | $175.4K | 0.02% | +1,103+10.1% | Added |
| Modera Wealth Management, LLC | 12,030 | $176.2K | 0.00% | +548+4.8% | Added |
| GTS Securities LLC | 12,077 | $176.9K | 0.00% | −17,954−59.8% | Reduced |
| Gables Capital Management Inc. | 12,080 | $177.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,182 | $178.5K | 0.00% | +2,078+20.6% | Added |
| Perigon Wealth Management, LLC | 12,246 | $179.4K | 0.00% | +149+1.2% | Added |
| Cogent Private Wealth, Inc. | 12,523 | $183.5K | 0.11% | +12,523 | New |
| Ledgewood Wealth Advisors, LLC | 12,617 | $184.8K | 0.10% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 12,650 | $185.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13,000 | $190.4K | 0.01% | +700+5.7% | Added |
| W Advisors, LLC | 13,339 | $195.4K | 0.09% | 00.0% | Unchanged |
| Marble Wealth, LLC | 13,373 | $195.9K | 0.03% | +121+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 13,506 | $197.9K | 0.00% | +788+6.2% | Added |
| M&T Bank Corp | 13,499 | $198.2K | 0.00% | +786+6.2% | Added |
| MBL Wealth, LLC | 13,551 | $198.5K | 0.01% | +507+3.9% | Added |
| Affinity Wealth Management LLC | 13,663 | $200.2K | 0.03% | +13,663 | New |
| Fifth Third Wealth Advisors LLC | 13,863 | $203.1K | 0.01% | −90−0.6% | Reduced |
| Everence Capital Management Inc | 14,113 | $207.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,314 | $210.0K | 0.00% | −913−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 14,600 | $213.9K | 0.00% | +643+4.6% | Added |
| Inceptionr LLC | 14,646 | $214.6K | 0.05% | +14,646 | New |
| Wealth Advisors of Tampa Bay, LLC | 14,674 | $215.0K | 0.07% | −1,305−8.2% | Reduced |
| Cary Street Partners Financial LLC | 14,843 | $217.4K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 14,957 | $219.1K | 0.01% | +43+0.3% | Added |
| Rodgers & Associates, LTD | 15,000 | $219.8K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,137 | $221.8K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 15,250 | $223.4K | 0.05% | −15,250−50.0% | Reduced |
| KBC Group NV | 15,309 | $224.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 15,531 | $227.5K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,847 | $232.0K | 0.00% | +104+0.7% | Added |
| WealthPlan Investment Management, LLC | 15,846 | $232.1K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 15,851 | $232.2K | 0.04% | −5,235−24.8% | Reduced |
| AlphaGrep UK Ltd | 15,983 | $234.2K | 0.07% | −2,098−11.6% | Reduced |
| GAMMA Investing LLC | 15,999 | $234.4K | 0.01% | +863+5.7% | Added |
| Sanctuary Advisors, LLC | 16,504 | $241.8K | 0.00% | +2,183+15.2% | Added |
| Concurrent Investment Advisors, LLC | 16,678 | $244.3K | 0.00% | −915−5.2% | Reduced |
| Sterling Capital Management LLC | 16,830 | $246.6K | 0.00% | −5,209−23.6% | Reduced |
| Vident Advisory, LLC | 16,944 | $248.2K | 0.00% | +160+1.0% | Added |
| KMG Fiduciary Partners, LLC | 17,133 | $251.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,176 | $251.6K | 0.00% | +1,952+12.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,372 | $254.5K | 0.02% | +2,519+17.0% | Added |
| Pinnacle Associates Ltd | 18,272 | $267.7K | 0.00% | −1,030−5.3% | Reduced |
| Azimuth Capital Investment Management LLC | 18,500 | $271.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 18,747 | $274.5K | 0.13% | +20.0% | Added |
| Proficio Capital Partners LLC | 18,838 | $276.0K | 0.01% | +18,838 | New |
| MQS Management LLC | 18,943 | $277.5K | 0.34% | +18,943 | New |
| Hallmark Capital Management Inc | 19,191 | $281.1K | 0.02% | −37,040−65.9% | Reduced |
| Private Advisor Group, LLC | 19,201 | $281.3K | 0.00% | +710+3.8% | Added |
| RSM US Wealth Management LLC | 19,348 | $285.6K | 0.00% | −4,497−18.9% | Reduced |
| Sax Wealth Advisors, LLC | 23,487 | $288.4K | 0.01% | −307−1.3% | Reduced |
| Summit Financial, LLC | 19,749 | $291.5K | 0.00% | +37+0.2% | Added |
| HSBC Holdings PLC | 20,232 | $296.4K | 0.00% | −1,473−6.8% | Reduced |
| Greenwood Gearhart Inc | 20,400 | $298.9K | 0.01% | +1,390+7.3% | Added |
| Chicago Partners Investment Group LLC | 21,041 | $304.0K | 0.01% | −1,443−6.4% | Reduced |
| Axq Capital, LP | 20,814 | $304.9K | 0.03% | −48,832−70.1% | Reduced |
| Keybank National Association | 21,063 | $308.6K | 0.00% | +3,861+22.4% | Added |
| Warren Averett Asset Management, LLC | 21,744 | $318.6K | 0.00% | +1,198+5.8% | Added |
| Northwest & Ethical Investments L.P. | 21,901 | $320.9K | 0.01% | −35,984−62.2% | Reduced |
| Brown Brothers Harriman & Co | 22,383 | $327.9K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 22,424 | $328.5K | 0.00% | −1,041−4.4% | Reduced |
| Sym Financial Corp | 22,875 | $335.1K | 0.03% | +539+2.4% | Added |
| FLC Capital Advisors | 22,964 | $336.4K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23,000 | $336.9K | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 23,029 | $339.9K | 0.04% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 23,989 | $352.6K | 0.02% | +6,902+40.4% | Added |
| Blueshift Asset Management, LLC | 24,168 | $354.1K | 0.08% | +24,168 | New |
| Vise Technologies, Inc. | 24,458 | $358.3K | 0.00% | +7,248+42.1% | Added |