Valley National BancorpVLY

13F holders, Q2 2024 (June 30)
353holders −9
42new positions
51sold out
7famous investors
$6.98avg. 13F price*

At the end of Q2 2024, 353 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, down 9 from Q1 2024. 42 opened new positions and 51 sold out. The largest holders were BlackRock Inc. ($496.5M), Vanguard Group Inc. ($317.9M) and State Street Corp. ($187.9M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Valley National Bancorp
CUSIP
919794107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 362Q1 2024Q2 2024: 353Q2 2024Q3 2024: 352Q3 2024Q4 2024: 376Q4 2024Q1 2025: 381Q1 2025Q2 2025: 396Q2 2025Q3 2025: 408Q3 2025Q4 2025: 456Q4 2025Q1 2026: 468Q1 2026Q2 2026: 474Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions42$13.4M
Exits51$72.4M

All 13F filers, Q1 2024 → Q2 2024: 32,693,233 shares bought and 21,927,141 shares sold, net +10,766,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 353 holders

BlackRock Inc. 0.01% Add +4.4% 71,138,614 $496.5M
Vanguard Group Inc. 0.01% Add +0.1% 45,549,181 $317.9M
State Street Corp. 0.01% Add +9.9% 26,543,708 $187.9M
Dimensional Fund Advisors LP 0.05% Add +1.3% 25,722,816 $179.5M
Macquarie Group Ltd. 0.14% Reduce -1.6% 17,827,845 $124.4M
Fuller & Thaler Asset Management, Inc. 0.48% Reduce -0.8% 16,183,195 $113.0M
Geode Capital Management, LLC 0.01% Add +5.0% 10,864,549 $75.8M
AQR Capital Management 0.11% Add +193.2% 10,173,791 $69.2M
Goldman Sachs Group Inc. 0.01% Add +21.8% 7,110,180 $49.6M
American Century Companies Inc. 0.03% Reduce -28.7% 6,923,772 $48.3M
Charles Schwab Investment Management Inc. 0.01% Add +3.9% 6,872,649 $48.0M
Bank of New York Mellon Corp 0.01% Add +0.0% 5,432,604 $37.9M
Bank of America Corp. 0.00% Add +14.1% 4,917,198 $34.3M
Northern Trust Corp. 0.01% Add +4.0% 4,787,992 $33.4M
Morgan Stanley 0.00% Add +16.6% 4,639,118 $32.4M
Millennium Management 0.02% Add +995.0% 2,775,698 $19.4M
Voloridge Investment Management, LLC 0.06% Add +144.2% 2,292,765 $16.0M
LSV Asset Management 0.03% Reduce -0.8% 2,007,390 $14.0M
Rafferty Asset Management, LLC 0.05% Add +83.7% 1,967,525 $13.7M
D. E. Shaw & Co. 0.02% Add +173.9% 1,963,493 $13.7M
Leeward Investments, LLC - MA 0.61% Add +5.6% 1,900,986 $13.3M
Wellington Management Group LLP 0.00% Reduce -12.8% 1,852,818 $12.9M
Invesco Ltd. 0.00% Add +13.8% 1,830,586 $12.8M
Barclays PLC 0.01% Reduce -10.3% 1,774,892 $12.4M
Rhumbline Advisers 0.01% Reduce -2.0% 1,473,812 $10.3M
Principal Financial Group Inc. 0.01% Reduce -11.4% 1,434,805 $10.0M
First Trust Advisors LP 0.01% Add +23.5% 1,428,785 $10.0M
Nuveen Asset Management, LLC 0.00% Reduce -14.9% 1,412,853 $9.9M
Qube Research & Technologies Ltd 0.02% Add +127.4% 1,419,469 $9.9M
Two Sigma Investments, LP 0.02% Add +56.3% 1,350,591 $9.4M
Aspen Grove Capital, LLC 2.17% Add +0.1% 1,298,684 $9.2M
Endeavour Capital Advisors Inc. 3.19% Reduce -3.0% 1,311,877 $9.2M
Citigroup Inc. 0.01% Add +44.9% 1,308,784 $9.1M
Hotchkis & Wiley Capital Management LLC 0.03% Add +30.2% 1,296,590 $9.1M
Squarepoint Ops LLC 0.03% Reduce -13.6% 1,235,689 $8.6M
Stieven Capital Advisors, L.P. 1.70% Add +32.3% 1,100,066 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -22.4% 1,054,559 $7.4M
Norges Bank 0.00% Reduce -72.8% 1,054,502 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +54.4% 1,007,413 $7.0M
Alliancebernstein L.P. 0.00% Add +1.4% 917,700 $6.4M
Swiss National Bank 0.00% No change 850,360 $5.9M
Thrivent Financial for Lutherans 0.01% Add +103.5% 843,376 $5.9M
California Public Employees Retirement System 0.00% Add +2.5% 842,908 $5.9M
UBS Group AG 0.00% Add +45.2% 841,424 $5.9M
Ameriprise Financial Inc. 0.00% Add +9.2% 820,202 $5.7M
Corebridge Financial, Inc. 0.03% — 769,906 $5.4M
First Eagle Investment Management, LLC 0.01% Add +30.2% 712,800 $5.0M
Legal & General Group Plc 0.00% Add +1.6% 678,361 $4.7M
Capital Fund Management S.A. 0.05% New 662,592 $4.6M
Cubist Systematic Strategies, LLC 0.08% Reduce -57.4% 645,393 $4.5M
Quantbot Technologies LP 0.21% Add +92.3% 635,384 $4.4M
Voya Investment Management LLC 0.00% Reduce -10.9% 622,568 $4.3M
Trexquant Investment LP 0.06% Add +49.2% 585,387 $4.1M
Group One Trading LLC 0.13% Add +340.3% 569,478 $4.0M
Point72 Asset Management 0.01% Add +461.7% 567,303 $4.0M
Susquehanna International Group, LLP 0.01% Add +100.1% 566,906 $4.0M
Jane Street Group, LLC 0.00% Add +149.6% 529,435 $3.7M
Retirement Systems of Alabama 0.01% Reduce -1.4% 527,900 $3.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 526,231 $3.7M
MetLife Investment Management, LLC 0.02% Add +5.9% 466,499 $3.3M
Jump Financial, LLC 0.07% Add +198.6% 464,200 $3.2M
Man Group plc 0.01% Add +134.5% 452,646 $3.2M
California State Teachers Retirement System 0.00% Reduce -2.2% 421,877 $2.9M
Maltese Capital Management LLC 0.53% Reduce -38.7% 409,100 $2.9M
Franklin Resources Inc. 0.00% Add +0.1% 406,258 $2.8M
BNP Paribas Financial Markets 0.00% Reduce -34.4% 401,476 $2.8M
Hourglass Capital, LLC 0.83% Add +0.2% 400,258 $2.8M
Two Sigma Advisers, LP 0.01% Add +98.3% 399,200 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -4.7% 375,623 $2.6M
Tudor Investment Corporation 0.03% Add +108.8% 360,281 $2.5M
Sei Investments Co. 0.00% Reduce -50.7% 358,789 $2.5M
Victory Capital Management Inc. 0.00% Add +33.2% 354,407 $2.5M
Kestra Advisory Services, LLC 0.01% Add +1839.3% 346,020 $2.4M
ProVise Management Group, LLC 0.19% No change 328,027 $2.3M
Knights of Columbus Asset Advisors LLC 0.14% Add +1.1% 303,292 $2.1M
Gabelli Funds LLC 0.02% No change 299,000 $2.1M
Prudential Financial Inc. 0.00% Reduce -1.5% 297,868 $2.1M
Marshall Wace, LLP 0.00% New 293,422 $2.0M
Comerica Bank 0.01% Reduce -4.8% 281,788 $2.0M
New York State Teachers Retirement System 0.00% Add +2.7% 278,748 $1.9M
Wells Fargo & Company 0.00% Add +28.7% 277,954 $1.9M
CANADA LIFE ASSURANCE Co 0.00% Add +6.8% 270,506 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -20.8% 269,153 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +1159.2% 268,669 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -37.4% 265,345 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -4.1% 261,192 $1.8M
Raymond James & Associates 0.00% Add +1.2% 256,797 $1.8M
Siena Capital Partners GP, LLC 0.59% No change 255,540 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -3.6% 244,886 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 242,210 $1.7M
HSBC Holdings PLC 0.00% Add +21.0% 231,347 $1.6M
Algert Global LLC 0.05% Add +114.8% 221,840 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 219,645 $1.5M
Deutsche Bank AG 0.00% Reduce -12.1% 217,596 $1.5M
Caxton Associates LP 0.06% Add +578.4% 210,827 $1.5M
Amalgamated Bank 0.01% Reduce -7.1% 207,932 $1.5M
Janus Henderson Group PLC 0.00% Reduce -1.1% 195,306 $1.4M
Entropy Technologies, LP 0.14% Reduce -12.8% 188,312 $1.3M
Edgestream Partners, L.P. 0.06% Reduce -53.6% 182,067 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -7.4% 179,274 $1.3M
New York State Common Retirement Fund 0.00% Add +1.0% 178,483 $1.2M
Renaissance Technologies 0.00% New 168,256 $1.2M
Verition Fund Management LLC 0.01% Add +40.6% 165,071 $1.2M
Gsa Capital Partners LLP 0.08% Add +252.9% 164,773 $1.1M
Pathstone Holdings, LLC 0.01% Reduce -29.2% 160,038 $1.1M
Nisa Investment Advisors, LLC 0.01% Add +34.2% 156,020 $1.1M
Cornercap Investment Counsel Inc. 0.17% Reduce -0.8% 150,816 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +11.5% 143,283 $1.0M
State Board of Administration of Florida Retirement System 0.00% Reduce -42.8% 142,028 $991K
Teachers Retirement System of the State of Kentucky 0.01% No change 141,857 $990K
Ensign Peak Advisors, Inc 0.00% No change 140,146 $978K
Royal Bank of Canada 0.00% Reduce -12.1% 138,660 $968K
Cerity Partners LLC 0.00% Reduce -31.6% 137,543 $960K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.3% 134,607 $940K
Stifel Financial Corp. 0.00% Add +4.8% 130,839 $913K
Arizona State Retirement System 0.01% Add +2.1% 121,095 $845K
Louisiana State Employees Retirement System 0.02% Reduce -1.4% 121,000 $845K
Investors Research Corp 0.17% New 103,900 $725K
State of Michigan Retirement System 0.00% Reduce -1.6% 103,081 $720K
Centiva Capital, LP 0.04% Add +47.3% 102,808 $718K
VAUGHAN & Co SECURITIES, INC. 0.44% New 101,015 $705K
PL Capital Advisors, LLC 0.29% No change 100,000 $698K
Engineers Gate Manager LP 0.02% Reduce -59.4% 99,928 $697K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 95,461 $666K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.5% 94,800 $662K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 90,405 $631K
Oregon Public Employees Retirement Fund 0.01% Reduce -15.7% 88,843 $620K
New Mexico Educational Retirement Board 0.02% No change 85,900 $600K
Walleye Capital LLC 0.01% Reduce -64.2% 84,718 $591K
Mariner, LLC 0.00% Reduce -4.7% 83,534 $583K
Handelsbanken Fonder AB 0.00% Reduce -8.5% 83,087 $580K
Focus Partners Wealth 0.00% Add +102.8% 79,654 $579K
ProShare Advisors LLC 0.00% Reduce -20.7% 78,041 $545K
Wbi Investments, LLC 0.13% Add +122.5% 74,471 $520K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 72,900 $509K
Texas Yale Capital Corp. 0.02% No change 72,171 $504K
Corient Private Wealth LP 0.00% Reduce -13.8% 67,369 $470K
Cornerstone Wealth Group, LLC 0.04% Add +6.4% 67,347 $470K
LPL Financial LLC 0.00% Add +7.1% 65,983 $461K
First Manhattan Co. Llc. 0.00% Add +0.0% 64,398 $457K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -63.1% 65,113 $454K
Pacer Advisors, Inc. 0.00% Add +0.9% 64,157 $448K
FLC Capital Advisors 0.11% No change 62,003 $433K
Guggenheim Capital LLC 0.00% Reduce -7.0% 61,976 $433K
Alps Advisors Inc. 0.00% Reduce -4.9% 59,575 $416K
Ignite Planners, LLC 0.10% Add +17.6% 62,937 $414K
Linden Thomas Advisory Services, LLC 0.06% Add +7.5% 58,158 $406K
Xponance LLC 0.00% Reduce -6.0% 58,024 $405K
Public Employees Retirement Association of Colorado 0.00% Reduce -5.6% 57,100 $399K
Ontario Teachers Pension Plan Board 0.00% Reduce -50.0% 57,132 $399K
HAP Trading, LLC 0.17% New 56,732 $396K
Valley Wealth Managers, Inc. 0.03% Reduce -3.4% 56,312 $393K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $385K
Greenleaf Trust 0.00% Reduce -7.6% 54,553 $381K
Teza Capital Management LLC 0.05% Reduce -26.9% 53,134 $371K
PNC Financial Services Group, Inc. 0.00% Reduce -3.5% 52,847 $369K
Vanguard Personalized Indexing Management, LLC 0.01% Add +61.2% 52,941 $365K
Keeley-Teton Advisors, LLC 0.05% No change 51,720 $361K
Pictet Asset Management Holding SA 0.00% No change 51,231 $358K
Inspire Investing, LLC 0.04% Add +13.1% 50,684 $354K
NJ State Employees Deferred Compensation Plan 0.04% No change 49,600 $346K
Federated Hermes, Inc. 0.00% Reduce -3.4% 49,214 $344K
Bank of Montreal 0.00% Add +8.5% 48,980 $343K
Creative Planning 0.00% Reduce -39.2% 48,871 $341K
Captrust Financial Advisors 0.00% Reduce -8.4% 48,266 $337K
Inceptionr LLC 0.09% New 46,384 $324K
State of Alaska, Department of Revenue 0.00% No change 46,052 $321K
Two Sigma Securities, LLC 0.01% Add +32.2% 44,380 $310K
Teton Advisors, Inc. 0.13% No change 44,000 $307K
Rockefeller Capital Management L.P. 0.00% Add +0.4% 43,598 $304K
Point72 (DIFC) Ltd 0.03% Add +0.0% 42,793 $299K
Annis Gardner Whiting Capital Advisors, LLC 0.08% No change 42,087 $297K
Sowell Financial Services LLC 0.01% Reduce -3.9% 41,920 $297K
Advisory Services Network, LLC 0.01% Add +2.2% 41,928 $293K
Pinnacle Associates Ltd. 0.00% Reduce -1.5% 40,755 $284K
Janney Montgomery Scott LLC 0.00% Reduce -2.6% 40,663 $284K
STRS Ohio 0.00% Add +11.2% 40,600 $283K
Cetera Investment Advisers 0.00% Add +6.8% 39,878 $278K
Henshaw Capital LLC 0.01% No change 39,356 $275K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.1% 39,306 $274K
Hyman Charles D 0.01% No change 37,934 $265K
Intech Investment Management LLC 0.00% New 37,783 $264K
United Services Automobile Association 0.01% Add +2.9% 37,707 $263K
Profund Advisors LLC 0.01% Reduce -6.8% 37,631 $263K
AlphaQ Advisors LLC 0.76% No change 37,000 $258K
Paragon Capital Management Ltd 0.05% Add +50.3% 36,798 $257K
State of Wisconsin Investment Board 0.00% Add +7.8% 36,620 $256K
EJF Capital LP 0.19% Reduce -9.7% 36,096 $252K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.0% 36,028 $251K
Cannell & Spears LLC 0.01% No change 35,000 $244K
Fifth Third Bancorp 0.00% Add +0.9% 34,678 $242K
Readystate Asset Management LP 0.02% New 34,325 $240K
Securian Asset Management, Inc. 0.01% Reduce -2.7% 34,113 $238K
Osaic Holdings, Inc. 0.00% Add +2.6% 34,071 $238K
O'shaughnessy Asset Management, LLC 0.00% Add +11.6% 33,496 $234K
Private Advisor Group, LLC 0.00% Reduce -0.6% 32,898 $230K
Aigen Investment Management, LP 0.04% New 31,004 $216K
Park Avenue Securities LLC 0.00% No change 30,491 $213K
HighTower Advisors, LLC 0.00% Reduce -36.3% 30,025 $209K
Equitable Holdings, Inc. 0.00% Add +0.5% 29,866 $208K
Gallagher Fiduciary Advisors, LLC 0.05% Add +140.4% 29,556 $206K
Cambridge Investment Research Advisors, Inc. 0.00% Add +69.0% 29,538 $206K
Atria Investments, Inc 0.00% New 29,413 $205K
Kolinsky Wealth Management, LLC 0.14% No change 28,360 $198K
SpiderRock Advisors, LLC 0.01% No change 28,360 $198K
Hennion & Walsh Asset Management, Inc. 0.01% Add +113.1% 28,265 $197K
Smallwood Wealth Investment Management, LLC 0.15% No change 27,915 $195K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.2% 26,848 $187K
Mackenzie Financial Corp. 0.00% No change 26,693 $186K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 26,483 $185K
Sanctuary Advisors, LLC 0.00% — 25,130 $184K
Belvedere Trading LLC 0.01% Add +11.7% 26,234 $183K
Sax Wealth Advisors, LLC 0.02% Reduce -14.4% 26,197 $183K
Strategic Family Wealth Counselors, L.L.C. 0.07% No change 25,948 $181K
Summit Securities Group LLC 0.07% New 25,000 $175K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.2% 24,342 $170K
Connable Office Inc. 0.02% No change 24,173 $169K
Bryn Mawr Trust Advisors, LLC 0.01% No change 20,627 $169K
Tidal Investments LLC 0.00% Reduce -9.6% 24,087 $168K
Biltmore Family Office, LLC 0.03% No change 23,029 $163K
Shufro Rose & Co. LLC 0.01% No change 22,500 $157K
Rodgers & Associates, LTD 0.02% No change 22,000 $154K
Cim Investment Management Inc. 0.05% Reduce -19.2% 21,987 $153K
SYM FINANCIAL Corp 0.02% New 21,299 $149K
Founders Financial Alliance, LLC 0.04% New 21,271 $148K
Neuberger Berman Group LLC 0.00% New 20,796 $145K
Concurrent Investment Advisors, LLC 0.00% No change 20,760 $145K
First National Trust Co 0.01% No change 20,000 $140K
Cullen/Frost Bankers, Inc. 0.00% No change 20,000 $140K
Summit Financial, LLC 0.01% New 19,116 $136K
iSAM Funds (UK) Ltd 0.10% New 19,152 $134K
Covestor Ltd 0.08% Add +33.9% 18,833 $131K
Keynote Financial Services LLC 0.11% Reduce -37.9% 18,648 $130K
Martingale Asset Management L P 0.00% Reduce -25.1% 18,517 $129K
Shelton Capital Management 0.00% No change 18,393 $128K
Corton Capital Inc. 0.07% New 18,369 $128K
NorthCoast Asset Management LLC 0.00% New 17,752 $124K
Campbell & CO Investment Adviser LLC 0.01% Reduce -94.3% 17,378 $121K
Modera Wealth Management, LLC 0.00% Reduce -20.1% 17,367 $121K
Forum Financial Management, LP 0.00% Add +0.1% 17,199 $120K
Bessemer Group Inc. 0.00% Add +2.4% 17,160 $120K
Freestone Capital Holdings, LLC 0.00% Reduce -9.5% 17,098 $119K
Envestnet Asset Management Inc. 0.00% Reduce -8.2% 17,063 $119K
Ieq Capital, LLC 0.00% Add +0.0% 16,608 $116K
Wealth Advisors of Tampa Bay, LLC 0.05% No change 15,979 $112K
SG Americas Securities, LLC 0.00% Reduce -87.6% 15,855 $111K
WealthPlan Investment Management, LLC 0.02% No change 15,846 $111K
FMR LLC 0.00% Reduce -44.7% 15,617 $109K
Aquatic Capital Management LLC 0.00% Reduce -90.2% 15,300 $107K
PSI Advisors, LLC 0.03% No change 15,250 $106K
&partners 0.00% New 14,888 $104K
Transcend Capital Advisors, LLC 0.01% No change 14,843 $104K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.00% No change 14,500 $101K
Diversified Trust Co. 0.00% Add +11.1% 14,317 $100K
CIBC Asset Management Inc 0.00% Add +22.6% 13,708 $96K
Fifth Third Wealth Advisors LLC 0.01% New 13,498 $94K
Nomura Holdings Inc. 0.00% Reduce -98.4% 13,442 $94K
W Advisors, LLC 0.06% No change 13,339 $93K
Trust Point Inc. 0.01% Reduce -38.0% 13,006 $91K
Townsquare Capital LLC 0.00% Reduce -14.4% 12,844 $90K
Axq Capital, LP 0.02% Add +17.1% 12,785 $89K
Alpine Global Management, LLC 0.02% New 12,620 $88K
Planning Capital Management Corp 0.06% Add +1.4% 12,545 $88K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.4% 12,486 $87K
Orion Portfolio Solutions, LLC 0.00% Reduce -0.4% 12,486 $87K
OneDigital Investment Advisors LLC 0.00% Add +1.8% 12,339 $86K
Ethic Inc. 0.00% Reduce -37.2% 12,249 $85K
Gables Capital Management Inc. 0.04% No change 12,000 $84K
Garden State Investment Advisory Services LLC 0.03% Add +1.4% 11,784 $83K
AE Wealth Management LLC 0.00% New 11,616 $81K
Wealth Quarterback LLC 0.05% Add +8.4% 11,589 $81K
KBC Group NV 0.00% No change 11,409 $80K
Gibson Capital, LLC 0.02% Reduce -66.7% 11,191 $78K
Empowered Funds, LLC 0.00% New 11,057 $77K
Meiji Yasuda Asset Management Co Ltd. 0.00% No change 10,925 $76K
Van Hulzen Asset Management, LLC 0.00% Reduce -13.6% 10,200 $71K
Peapack Gladstone Financial Corp. 0.00% No change 10,148 $71K
Sfmg, LLC 0.01% No change 10,156 $71K
Wolverine Asset Management LLC 0.01% Add +147.7% 9,325 $65K
CI Investments Inc. 0.00% Reduce -16.4% 8,664 $60K
Cwm, LLC 0.00% Reduce -2.7% 8,178 $57K
Public Employees Retirement System of Ohio 0.00% Add +8.8% 7,794 $54K
NewEdge Advisors, LLC 0.00% Reduce -71.6% 6,816 $48K
Signaturefd, LLC 0.00% Reduce -60.5% 6,611 $46K
Janiczek Wealth Management, LLC 0.01% Reduce -48.2% 6,460 $45K
1832 Asset Management L.P. 0.00% Add +1.2% 6,315 $44K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $43K
Prestige Wealth Management Group LLC 0.01% Add +3.1% 5,951 $42K
Key Financial Inc 0.01% No change 5,494 $38K
Innealta Capital, LLC 0.01% New 5,475 $38K
Amundi 0.00% Add +2.2% 4,885 $34K
Asset Dedication, LLC 0.00% No change 4,725 $33K
GAMMA Investing LLC 0.00% Add +28.9% 4,640 $32K
Farther Finance Advisors, LLC 0.00% Reduce -2.8% 4,602 $32K
Global Retirement Partners, LLC 0.00% Add +45.8% 4,413 $31K
Sandy Spring Bank 0.00% No change 4,381 $31K
Blue Trust, Inc. 0.00% Add +38.4% 3,245 $26K
IFP Advisors, Inc 0.00% Reduce -3.1% 3,288 $23K
US Bancorp \de 0.00% Reduce -68.7% 3,238 $23K
Knott David M Jr 0.01% No change 3,200 $22K
Quadrant Capital Group LLC 0.00% Reduce -72.4% 3,012 $21K
Baldwin Wealth Partners LLC 0.00% No change 3,000 $21K
EntryPoint Capital, LLC 0.01% Reduce -45.5% 2,930 $20K
Danske Bank A/S 0.00% New 2,800 $20K
Allspring Global Investments Holdings, LLC 0.00% Add +0.6% 2,749 $19K
Optiver Holding B.V. 0.00% New 2,684 $19K
Advisors Asset Management, Inc. 0.00% Reduce -0.3% 2,410 $17K
Walleye Trading LLC 0.00% Add +69.1% 2,325 $16K
LRI Investments, LLC 0.00% New 2,270 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $15K
Ibex Wealth Advisors 0.00% New 1,800 $13K
EverSource Wealth Advisors, LLC 0.00% Add +40.9% 1,481 $12K
Quarry LP 0.01% New 1,741 $12K
Principal Securities, Inc. 0.00% Reduce -7.8% 1,403 $10K
International Assets Investment Management, LLC 0.00% New 1,321 $9K
Citadel Advisors 0.00% Reduce -99.8% 1,300 $9K
Hexagon Capital Partners LLC 0.00% New 1,200 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -81.2% 1,152 $8K
McIlrath & Eck, LLC 0.00% Reduce -19.5% 900 $6K
Opal Wealth Advisors, LLC 0.00% No change 880 $6K
Parallel Advisors, LLC 0.00% Reduce -60.2% 789 $6K
Smartleaf Asset Management LLC 0.00% New 792 $5K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 694 $5K
Payden & Rygel Investment Group 0.00% No change 483 $4K
Payden & Rygel 0.00% No change 483 $4K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 478 $3K
Arax Advisory Partners 0.00% Reduce -13.6% 483 $3K
Private Wealth Management Group, LLC 0.00% New 416 $3K
Versant Capital Management, Inc 0.00% Reduce -23.1% 410 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -2.2% 314 $2K
Lindbrook Capital, LLC 0.00% Reduce -87.1% 250 $2K
Manchester Capital Management LLC 0.00% New 217 $2K
Montag A & Associates Inc. 0.00% No change 200 $1K
Farmers & Merchants Investments Inc. 0.00% No change 183 $1K
AdvisorNet Financial, Inc 0.00% Add +51.8% 167 $1K
Rothschild Investment LLC 0.00% Add +266.7% 165 $1K
Bell Investment Advisors, Inc 0.00% Add +102.7% 150 $1K
Stephens Consulting, LLC 0.00% New 149 $1K
UMB Bank, n.a. 0.00% Reduce -19.3% 130 $907
Goodman Advisory Group, LLC 0.00% No change 100 $698
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -42.5% 100 $698
Lynx Investment Advisory 0.00% — 90 $628
SJS Investment Consulting Inc. 0.00% Reduce -12.1% 87 $608
Naples Money Management LLC 0.00% Add +6.0% 88 $606
Raffa Wealth Management, LLC 0.00% No change 83 $579
DiNuzzo Private Wealth, Inc. 0.00% Add +17.6% 80 $559
Sachetta, LLC 0.00% No change 62 $509
Allworth Financial LP 0.00% Reduce -93.0% 63 $506
MV Capital Management, Inc. 0.00% New 54 $377
Huntington National Bank 0.00% New 32 $223
NewSquare Capital LLC 0.00% No change 1 $7
CIBC Private Wealth Group LLC 0.00% No change 1 $4
Avion Wealth 0.00% New 65 $0

"% of holder's portfolio" is VLY's weight in each manager's 13F, not the share of Valley National Bancorp the manager owns.