Valley National BancorpVLY

13F holders, Q4 2024 (December 31)
376holders +24
51new positions
36sold out
7famous investors
$9.07avg. 13F price*

At the end of Q4 2024, 376 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 24 from Q3 2024. 51 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($687.8M), Vanguard Group Inc. ($453.0M) and State Street Corp. ($278.3M). 7 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$171.8M
Exits36$21.9M

All 13F filers, Q3 2024 → Q4 2024: 67,501,014 shares bought and 17,004,806 shares sold, net +50,496,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 376 holders

BlackRock, Inc. 0.01% Add +10.7% 75,916,885 $687.8M
Vanguard Group Inc. 0.01% Add +9.2% 50,002,161 $453.0M
State Street Corp. 0.01% Add +25.0% 30,368,003 $278.3M
Dimensional Fund Advisors LP 0.06% Add +10.9% 28,663,209 $259.7M
Wellington Management Group LLP 0.03% Add +90.2% 17,059,328 $154.6M
Macquarie Group Ltd. 0.18% Add +3.5% 16,633,865 $150.7M
Geode Capital Management, LLC 0.01% Add +5.9% 11,821,134 $107.1M
Fuller & Thaler Asset Management, Inc. 0.30% Reduce -0.3% 8,638,714 $78.3M
Balyasny Asset Management L.P. 0.18% New 8,229,412 $74.6M
Charles Schwab Investment Management Inc. 0.01% Add +9.2% 7,612,156 $69.0M
Goldman Sachs Group Inc. 0.01% Add +7.6% 7,123,698 $64.5M
American Century Companies Inc. 0.04% Reduce -9.0% 6,998,464 $63.4M
Victory Capital Management Inc. 0.06% Add +9.4% 6,211,531 $56.3M
Bank of New York Mellon Corp 0.01% Add +27.8% 6,101,280 $55.3M
Northern Trust Corp. 0.01% Add +21.2% 5,788,927 $52.4M
AQR Capital Management 0.06% Reduce -15.9% 5,070,543 $45.9M
Citadel Advisors 0.03% Add +2265.6% 3,803,797 $34.5M
Morgan Stanley 0.00% Reduce -21.1% 3,794,372 $34.4M
Norges Bank 0.00% Add +77.7% 3,475,717 $31.5M
Voloridge Investment Management, LLC 0.11% Add +10.8% 3,300,292 $29.9M
Millennium Management 0.03% Reduce -58.7% 3,094,081 $28.0M
Soros Fund Management 0.69% New 3,000,000 $27.2M
JPMorgan Chase & Co. 0.00% Add +66.3% 2,485,474 $22.5M
Burkehill Global Management, LP 1.98% — 2,300,000 $20.8M
Basswood Capital Management, L.L.C. 1.10% Reduce -3.1% 2,075,755 $18.8M
Bank of America Corp. 0.00% Reduce -28.1% 2,024,070 $18.3M
UBS Group AG 0.00% Add +198.3% 2,003,862 $18.2M
Leeward Investments, LLC - MA 0.79% Reduce -7.0% 1,761,091 $16.0M
Barclays PLC 0.01% Add +10.8% 1,756,356 $15.9M
LSV Asset Management 0.03% Reduce -19.4% 1,596,290 $14.5M
Rhumbline Advisers 0.01% Add +10.2% 1,581,141 $14.3M
Hotchkis & Wiley Capital Management LLC 0.05% Add +1.5% 1,564,980 $14.2M
Nuveen Asset Management, LLC 0.00% Add +4.9% 1,481,711 $13.4M
Verition Fund Management LLC 0.07% Add +73.7% 1,481,099 $13.4M
Kodai Capital Management LP 0.53% New 1,439,004 $13.0M
Stieven Capital Advisors, L.P. 2.20% Add +33.1% 1,363,666 $12.4M
Invesco Ltd. 0.00% Reduce -29.0% 1,301,316 $11.8M
Aspen Grove Capital, LLC 2.47% Reduce -0.7% 1,270,763 $11.7M
Ghisallo Capital Management LLC 0.68% New 1,250,000 $11.3M
Rafferty Asset Management, LLC 0.04% Add +11.8% 1,211,490 $11.0M
Citigroup Inc. 0.01% Add +25.9% 1,194,118 $10.8M
Alliancebernstein L.P. 0.00% Add +32.2% 1,193,696 $10.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.1% 1,189,774 $10.8M
Endeavour Capital Advisors Inc. 3.42% Reduce -9.6% 1,186,860 $10.8M
First Trust Advisors LP 0.01% Reduce -22.6% 1,108,485 $10.0M
Principal Financial Group Inc. 0.01% Add +9.8% 1,089,896 $9.9M
First Eagle Investment Management, LLC 0.02% Add +10.5% 976,000 $8.8M
Swiss National Bank 0.01% Add +0.8% 851,360 $7.7M
Philadelphia Financial Management of San Francisco, LLC 1.49% New 820,358 $7.4M
California Public Employees Retirement System 0.00% Add +0.3% 779,572 $7.1M
Jump Financial, LLC 0.15% Add +296.3% 771,177 $7.0M
Corebridge Financial, Inc. 0.04% Add +4.5% 766,535 $6.9M
Legal & General Group Plc 0.00% Add +7.3% 736,365 $6.7M
Ameriprise Financial Inc. 0.00% Add +2.8% 684,453 $6.2M
Maltese Capital Management LLC 0.92% Add +68.7% 658,200 $6.0M
Trexquant Investment LP 0.07% Add +17.5% 657,448 $6.0M
Cubist Systematic Strategies, LLC 0.09% New 640,537 $5.8M
Ovata Capital Management Ltd 2.08% New 600,000 $5.4M
EJF Capital LP 3.67% Add +1723.8% 590,155 $5.3M
Retirement Systems of Alabama 0.02% Add +11.1% 577,295 $5.2M
Voya Investment Management LLC 0.01% Add +37.5% 560,325 $5.1M
MetLife Investment Management, LLC 0.03% Add +18.2% 538,071 $4.9M
Prudential Financial Inc. 0.01% Add +80.2% 536,633 $4.9M
Manufacturers Life Insurance Company, The 0.00% Add +4.7% 531,963 $4.8M
Point72 Europe (London) LLP 0.27% New 514,404 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -19.0% 480,903 $4.4M
D. E. Shaw & Co. 0.00% Reduce -39.9% 438,164 $4.0M
Deutsche Bank AG 0.00% Add +51.9% 430,420 $3.9M
Two Sigma Investments, LP 0.01% Reduce -67.5% 419,315 $3.8M
Hourglass Capital, LLC 1.05% Add +5.3% 418,233 $3.8M
California State Teachers Retirement System 0.00% Reduce -0.5% 407,314 $3.7M
Renaissance Technologies 0.01% New 392,209 $3.6M
Federated Hermes, Inc. 0.01% Add +70.2% 379,919 $3.4M
Elizabeth Park Capital Advisors, Ltd. 2.76% Add +10.8% 373,935 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Add +25.1% 363,882 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 361,757 $3.3M
Intech Investment Management LLC 0.03% Add +118.7% 357,438 $3.2M
Sei Investments Co. 0.00% Reduce -34.3% 356,219 $3.2M
Walleye Capital LLC 0.03% Add +253.8% 347,967 $3.2M
Petiole USA ltd 1.89% New 332,000 $3.0M
ProVise Management Group, LLC 0.25% Reduce -0.3% 327,018 $3.0M
Wells Fargo & Company 0.00% Add +28.4% 320,847 $2.9M
Gabelli Funds LLC 0.02% No change 299,000 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +18.1% 291,418 $2.6M
New York State Teachers Retirement System 0.01% Add +0.6% 283,222 $2.6M
Boothbay Fund Management, LLC 0.08% Reduce -80.9% 276,102 $2.5M
Pathstone Holdings, LLC 0.01% Add +18.4% 274,264 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -4.8% 267,556 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -3.5% 267,496 $2.4M
Jane Street Group, LLC 0.00% Reduce -41.5% 266,412 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +12.8% 266,372 $2.4M
Pinebridge Investments, L.P. 0.02% Add +42.7% 261,325 $2.4M
Siena Capital Partners GP, LLC 0.64% No change 255,540 $2.3M
Aquatic Capital Management LLC 0.06% New 255,406 $2.3M
Mutual of America Capital Management LLC 0.02% Add +8.5% 250,799 $2.3M
Raymond James Financial Inc. 0.00% — 249,521 $2.3M
Concentric Capital Strategies, LP 0.14% New 241,062 $2.2M
Amalgamated Bank 0.02% Add +10.0% 216,227 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -9.2% 206,002 $1.9M
Gsa Capital Partners LLP 0.14% Add +249.2% 205,849 $1.9M
Comerica Bank 0.01% Add +3.2% 199,705 $1.8M
Janus Henderson Group PLC 0.00% No change 195,306 $1.8M
Point72 Asset Management 0.00% New 190,706 $1.7M
Franklin Resources Inc. 0.00% Reduce -30.0% 189,838 $1.7M
Walleye Trading LLC 0.03% Add +743.1% 187,113 $1.7M
Engineers Gate Manager LP 0.03% New 183,372 $1.7M
Royal Bank of Canada 0.00% Add +32.6% 180,016 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 174,763 $1.6M
Quantbot Technologies LP 0.06% Reduce -50.4% 174,170 $1.6M
Cerity Partners LLC 0.00% Reduce -5.3% 171,418 $1.6M
HSBC Holdings PLC 0.00% Reduce -20.1% 165,093 $1.5M
Yousif Capital Management, LLC 0.02% Add +5.0% 165,180 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -51.0% 163,358 $1.5M
ProShare Advisors LLC 0.00% Add +53.7% 153,976 $1.4M
Mariner, LLC 0.00% Add +73.1% 152,399 $1.4M
Ameritas Investment Partners, Inc. 0.04% Add +10.4% 145,192 $1.3M
New York State Common Retirement Fund 0.00% Add +8.7% 145,083 $1.3M
Nomura Holdings Inc. 0.01% Add +8.2% 143,761 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 142,028 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 140,146 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.3% 138,577 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -55.1% 137,300 $1.2M
Louisiana State Employees Retirement System 0.02% Add +11.2% 131,800 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Add +0.3% 128,613 $1.2M
Stifel Financial Corp. 0.00% Reduce -42.0% 125,947 $1.1M
Arizona State Retirement System 0.01% Add +0.8% 125,560 $1.1M
Wbi Investments, LLC 0.27% Add +62.3% 117,911 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.0% 115,430 $1.0M
State of Michigan Retirement System 0.01% Add +10.7% 112,481 $1.0M
Marshall Wace, LLP 0.00% Add +135.6% 111,660 $1.0M
Fourthstone LLC 0.19% Reduce -11.3% 110,100 $998K
Creative Planning 0.00% Add +66.8% 106,199 $962K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +11.2% 105,519 $956K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +11.2% 104,857 $950K
Investors Research Corp 0.21% No change 103,900 $941K
PL Capital Advisors, LLC 0.31% No change 100,000 $906K
Police & Firemen's Retirement System of New Jersey 0.01% — 99,918 $905K
Versor Investments LP 0.15% New 98,800 $895K
Oregon Public Employees Retirement Fund 0.02% Add +11.5% 96,643 $876K
Inceptionr LLC 0.19% New 95,240 $863K
VAUGHAN & Co SECURITIES, INC. 0.52% Reduce -5.0% 95,150 $862K
Handelsbanken Fonder AB 0.00% Add +8.7% 90,287 $817K
O'shaughnessy Asset Management, LLC 0.01% Add +32.1% 88,496 $802K
KLP Kapitalforvaltning As 0.00% — 85,640 $784K
New Mexico Educational Retirement Board 0.03% No change 85,900 $778K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.8% 84,755 $768K
Tower Research Capital LLC (TRC) 0.02% Add +241.1% 84,374 $764K
Algert Global LLC 0.02% New 81,492 $738K
PEAK6 LLC 0.03% — 80,002 $725K
Kestra Investment Management, LLC 0.03% Add +39.8% 79,452 $720K
PMC FIG Opportunities LLC 1.81% Reduce -87.9% 78,895 $715K
Nisa Investment Advisors, LLC 0.00% Reduce -10.7% 76,813 $704K
HighTower Advisors, LLC 0.00% Add +140.3% 76,493 $693K
Texas Yale Capital Corp. 0.03% No change 72,171 $654K
Sanctuary Advisors, LLC 0.00% Reduce -8.7% 61,949 $635K
LPL Financial LLC 0.00% Reduce -3.7% 68,719 $623K
Pacer Advisors, Inc. 0.00% Add +8.8% 67,976 $616K
Cornerstone Wealth Group, LLC 0.05% Add +0.1% 67,405 $611K
Xponance LLC 0.01% Add +13.7% 66,588 $603K
First Manhattan Co. Llc. 0.00% Reduce -0.6% 64,798 $594K
Ignite Planners, LLC 0.13% Reduce -0.1% 65,028 $588K
Allworth Financial LP 0.00% Add +24183.8% 58,524 $574K
FLC Capital Advisors 0.13% No change 62,003 $562K
Confluence Wealth Services, Inc. 0.04% No change 55,174 $540K
Pictet Asset Management Holding SA 0.00% No change 57,593 $522K
Corient Private Wealth LP 0.00% Reduce -38.9% 73,529 $520K
Alps Advisors Inc. 0.00% Add +3.6% 56,950 $516K
Valley Wealth Managers, Inc. 0.04% No change 56,312 $510K
SG Americas Securities, LLC 0.00% Add +22.4% 56,228 $509K
Linden Thomas Advisory Services, LLC 0.06% Reduce -3.4% 55,880 $506K
Profund Advisors LLC 0.02% Add +30.1% 55,574 $504K
GTS Securities LLC 0.02% New 55,178 $500K
State of Wisconsin Investment Board 0.00% Add +47.3% 54,229 $491K
State of Alaska, Department of Revenue 0.01% Add +9.5% 54,132 $490K
Bayesian Capital Management, LP 0.06% New 52,700 $477K
Man Group plc 0.00% Reduce -5.6% 51,687 $468K
Greenleaf Trust 0.00% Reduce -3.6% 51,230 $464K
Bank of Montreal 0.00% Add +24.0% 50,784 $460K
AlphaQuest LLC 0.06% New 49,978 $453K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.9% 49,706 $450K
NJ State Employees Deferred Compensation Plan 0.05% No change 49,600 $449K
PNC Financial Services Group, Inc. 0.00% Add +2.2% 48,118 $436K
STRS Ohio 0.00% Add +16.5% 47,300 $429K
Gallagher Fiduciary Advisors, LLC 0.08% Add +17.5% 47,191 $428K
Atria Investments, Inc 0.01% Add +16.8% 46,944 $425K
Savant Capital, LLC 0.00% Add +2.1% 46,900 $425K
Readystate Asset Management LP 0.03% New 45,345 $411K
Focus Partners Wealth 0.00% New 45,107 $409K
Rockefeller Capital Management L.P. 0.00% Add +2.3% 44,848 $406K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.0% 44,674 $405K
Keeley-Teton Advisors, LLC 0.05% Reduce -13.7% 44,638 $404K
Inspire Investing, LLC 0.04% Reduce -3.1% 44,207 $401K
Teton Advisors, Inc. 0.21% No change 44,000 $399K
Cibc World Markets Corp. 0.00% New 43,786 $397K
Guggenheim Capital LLC 0.00% Add +11.3% 43,445 $394K
Advisory Services Network, LLC 0.01% Add +0.5% 42,145 $382K
Pinnacle Associates Ltd. 0.01% Reduce -1.5% 40,755 $369K
Quadrature Capital Ltd 0.01% New 40,066 $363K
Janney Montgomery Scott LLC 0.00% Reduce -1.9% 39,802 $361K
Henshaw Capital LLC 0.01% No change 39,356 $357K
Captrust Financial Advisors 0.00% Reduce -27.0% 38,415 $348K
Wolverine Trading, LLC 0.01% Add +162.8% 37,712 $344K
Farringdon Capital, Ltd. 0.14% — 37,260 $338K
AlphaQ Advisors LLC 0.92% No change 37,000 $335K
Paragon Capital Management Ltd 0.07% Reduce -1.1% 36,976 $335K
Securian Asset Management, Inc. 0.01% Add +7.9% 35,892 $325K
Hennion & Walsh Asset Management, Inc. 0.01% Add +17.0% 35,600 $323K
Cannell & Spears LLC 0.01% No change 35,000 $317K
Cetera Investment Advisers 0.00% Reduce -6.4% 34,742 $315K
CI Investments Inc. 0.00% Add +271.4% 34,593 $313K
Annis Gardner Whiting Capital Advisors, LLC 0.09% No change 34,105 $312K
Fifth Third Bancorp 0.00% No change 34,037 $308K
FMR LLC 0.00% Add +1.6% 32,648 $296K
Delta Financial Group, Inc. 0.07% New 32,295 $293K
Ieq Capital, LLC 0.00% Add +91.1% 32,241 $292K
Martingale Asset Management L P 0.01% Add +63.0% 30,021 $272K
United Services Automobile Association 0.01% Add +3.7% 28,702 $260K
Smallwood Wealth Investment Management, LLC 0.17% No change 27,915 $253K
Kolinsky Wealth Management, LLC 0.15% Reduce -1.8% 27,855 $252K
Private Advisor Group, LLC 0.00% Reduce -1.8% 27,698 $251K
Fiduciary Trust Co 0.00% New 27,622 $250K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 27,449 $249K
Crossmark Global Holdings, Inc. 0.00% No change 26,738 $243K
Mackenzie Financial Corp. 0.00% No change 26,693 $242K
Aigen Investment Management, LP 0.04% Reduce -39.6% 26,539 $240K
Strategic Family Wealth Counselors, L.L.C. 0.08% No change 26,141 $237K
Carnegie Lake Advisors LLC 0.09% No change 25,862 $234K
Sandia Investment Management LP 0.43% New 25,000 $227K
Cwm, LLC 0.00% Add +12.1% 24,931 $226K
Park Avenue Securities LLC 0.00% Reduce -9.3% 24,806 $225K
Equitable Holdings, Inc. 0.00% Add +0.1% 24,136 $219K
Sax Wealth Advisors, LLC 0.02% Reduce -0.4% 24,066 $218K
Wolverine Asset Management LLC 0.02% New 23,628 $214K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.0% 23,383 $212K
Biltmore Family Office, LLC 0.04% No change 23,029 $211K
Neuberger Berman Group LLC 0.00% Add +10.2% 23,300 $211K
Ontario Teachers Pension Plan Board 0.00% Reduce -57.1% 23,229 $210K
Tidal Investments LLC 0.00% Add +31.7% 22,157 $201K
Cim Investment Management Inc. 0.06% No change 21,987 $199K
Brown Brothers Harriman & Co. 0.00% Reduce -50.0% 21,931 $199K
SYM FINANCIAL Corp 0.03% Add +0.5% 21,555 $195K
1832 Asset Management L.P. 0.00% New 21,488 $195K
Axq Capital, LP 0.09% New 21,066 $191K
NorthCoast Asset Management LLC 0.00% Add +3.2% 20,986 $190K
Bryn Mawr Trust Advisors, LLC 0.01% No change 20,627 $187K
Vise Technologies, Inc. 0.02% Add +75.4% 20,535 $186K
CIBC Private Wealth Group LLC 0.00% Add +88.6% 20,677 $186K
Concurrent Investment Advisors, LLC 0.00% Reduce -3.6% 20,010 $181K
Rodgers & Associates, LTD 0.02% Reduce -9.1% 20,000 $181K
Cullen/Frost Bankers, Inc. 0.00% No change 20,000 $181K
Campbell & CO Investment Adviser LLC 0.01% New 19,793 $179K
Shell Asset Management Co. 0.01% No change 19,778 $179K
Osaic Holdings, Inc. 0.00% Reduce -42.1% 19,722 $179K
Trust Point Inc. 0.01% Add +4.8% 19,083 $173K
Shufro Rose & Co. LLC 0.01% Reduce -15.6% 19,000 $172K
Summit Financial, LLC 0.01% Reduce -3.2% 18,543 $170K
Kestra Advisory Services, LLC 0.00% Add +0.8% 18,285 $166K
KBC Group NV 0.00% Add +24.8% 18,035 $163K
Forum Financial Management, LP 0.00% Add +3.2% 17,761 $161K
Modera Wealth Management, LLC 0.00% Add +0.6% 17,473 $158K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 16,964 $154K
Shelton Capital Management 0.00% No change 16,910 $153K
Edgestream Partners, L.P. 0.01% Reduce -96.5% 16,349 $148K
Dark Forest Capital Management LP 0.02% New 16,039 $145K
Wealth Advisors of Tampa Bay, LLC 0.06% No change 15,979 $145K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $144K
First National Trust Co 0.01% Reduce -22.5% 15,500 $140K
PSI Advisors, LLC 0.04% No change 15,250 $138K
PFG Investments, LLC 0.01% Add +4.8% 15,130 $137K
Covestor Ltd 0.09% Reduce -29.8% 15,086 $137K
Sterling Capital Management LLC 0.00% Add +912.6% 15,037 $136K
Transcend Capital Advisors, LLC 0.01% No change 14,857 $135K
CIBC Asset Management Inc 0.00% Add +5.4% 14,846 $135K
Group One Trading LLC 0.00% Reduce -91.8% 14,608 $132K
Private Portfolio Partners LLC 0.02% Add +15.7% 14,459 $131K
Ethic Inc. 0.00% Reduce -26.8% 14,269 $129K
W Advisors, LLC 0.07% No change 13,339 $121K
&partners 0.00% Add +0.9% 13,274 $120K
Cambridge Investment Research Advisors, Inc. 0.00% No change 13,191 $120K
Fifth Third Wealth Advisors LLC 0.01% No change 13,237 $120K
AE Wealth Management LLC 0.00% Add +2.6% 13,107 $119K
Waverly Advisors, LLC 0.00% New 13,019 $118K
Empowered Funds, LLC 0.00% Add +12.0% 12,812 $116K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 12,797 $116K
Ledgewood Wealth Advisors, LLC 0.07% No change 12,617 $114K
Meeder Advisory Services, Inc. 0.01% Add +16.3% 12,378 $112K
Quantinno Capital Management LP 0.00% New 12,232 $111K
Connable Office Inc. 0.01% No change 12,211 $111K
Garden State Investment Advisory Services LLC 0.03% Add +1.2% 12,111 $110K
Gables Capital Management Inc. 0.05% No change 12,000 $109K
MML Investors Services, LLC 0.00% New 11,844 $107K
Townsquare Capital LLC 0.00% Reduce -17.9% 11,800 $107K
Meiji Yasuda Asset Management Co Ltd. 0.00% Add +9.5% 11,527 $104K
Financial Engines Advisors L.L.C. 0.00% New 11,482 $104K
Sapient Capital LLC 0.00% New 11,200 $103K
CreativeOne Wealth, LLC 0.00% New 11,310 $102K
Van Hulzen Asset Management, LLC 0.01% Add +5.9% 10,800 $98K
Sfmg, LLC 0.01% No change 10,156 $92K
Peapack Gladstone Financial Corp. 0.00% No change 10,148 $92K
Public Employees Retirement System of Ohio 0.00% Add +3.3% 8,577 $78K
GAMMA Investing LLC 0.01% Add +12.2% 7,616 $69K
Hexagon Capital Partners LLC 0.01% Add +14.3% 7,090 $64K
Caitong International Asset Management Co., Ltd 0.06% — 7,020 $64K
NewEdge Advisors, LLC 0.00% Reduce -3.6% 6,672 $60K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $56K
Bayforest Capital Ltd 0.07% — 6,183 $56K
Global Retirement Partners, LLC 0.00% Reduce -7.0% 6,163 $56K
Signaturefd, LLC 0.00% Add +4.8% 5,150 $47K
Optiver Holding B.V. 0.00% Add +80.9% 5,079 $46K
Asset Dedication, LLC 0.00% No change 4,725 $43K
Sandy Spring Bank 0.00% No change 4,381 $40K
Point72 Hong Kong Ltd 0.00% New 4,324 $39K
Bessemer Group Inc. 0.00% Reduce -72.6% 3,660 $33K
Key Financial Inc 0.01% Reduce -36.4% 3,494 $32K
Harbor Capital Advisors, Inc. 0.00% Add +14.2% 3,158 $29K
US Bancorp \de 0.00% Add +23.3% 3,184 $29K
FNY Investment Advisers, LLC 0.01% No change 3,200 $28K
Hemington Wealth Management 0.01% Add +5.8% 3,001 $27K
Smartleaf Asset Management LLC 0.00% Add +43.8% 2,796 $25K
R Squared Ltd 0.02% — 2,810 $25K
Caption Management, LLC 0.00% Reduce -96.2% 2,453 $22K
Aster Capital Management (DIFC) Ltd 0.01% New 2,323 $21K
Advisors Asset Management, Inc. 0.00% Reduce -5.4% 2,289 $21K
Blue Trust, Inc. 0.00% Reduce -54.1% 2,208 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $19K
Quadrant Capital Group LLC 0.00% Add +64.5% 1,982 $18K
UMB Bank, n.a. 0.00% Add +1240.8% 1,743 $16K
Parallel Advisors, LLC 0.00% Add +24.1% 1,533 $14K
Danske Bank A/S 0.00% Reduce -86.1% 1,500 $14K
Farther Finance Advisors, LLC 0.00% Reduce -70.8% 1,402 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.1% 1,340 $12K
Brooklyn Investment Group 0.00% New 1,328 $12K
Quent Capital, LLC 0.00% No change 1,232 $11K
Manchester Capital Management LLC 0.00% No change 1,206 $11K
SBI Securities Co., Ltd. 0.00% — 1,122 $10K
LRI Investments, LLC 0.00% No change 1,109 $10K
Versant Capital Management, Inc 0.00% Add +7.8% 943 $9K
McIlrath & Eck, LLC 0.00% No change 900 $8K
Arax Advisory Partners 0.00% Add +0.2% 891 $8K
Lindbrook Capital, LLC 0.00% Add +312.4% 829 $8K
MAI Capital Management 0.00% New 767 $7K
Rothschild Investment LLC 0.00% Add +39.8% 720 $7K
First Horizon Advisors, Inc. 0.00% New 665 $6K
Exchange Traded Concepts, LLC 0.00% New 613 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -31.0% 515 $5K
Payden & Rygel 0.00% No change 483 $4K
Amundi 0.00% New 444 $4K
Private Wealth Management Group, LLC 0.00% No change 416 $4K
GeoWealth Management, LLC 0.00% New 389 $4K
JFS Wealth Advisors, LLC 0.00% No change 325 $3K
Bell Investment Advisors, Inc 0.00% Add +17.9% 322 $3K
Prestige Wealth Management Group LLC 0.00% No change 300 $3K
Geneos Wealth Management Inc. 0.00% Add +8.6% 279 $3K
Principal Securities, Inc. 0.00% Add +82.5% 261 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 252 $2K
Montag A & Associates Inc. 0.00% No change 200 $2K
Bangor Savings Bank 0.00% New 200 $2K
WPG Advisers, LLC 0.00% — 195 $2K
Farmers & Merchants Investments Inc. 0.00% No change 183 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 153 $1K
Quarry LP 0.00% Reduce -30.4% 142 $1K
MV Capital Management, Inc. 0.00% Add +3.6% 114 $1K
SJS Investment Consulting Inc. 0.00% Reduce -13.7% 101 $916
Raffa Wealth Management, LLC 0.00% No change 83 $752
DiNuzzo Private Wealth, Inc. 0.00% No change 80 $725
AdvisorNet Financial, Inc 0.00% Reduce -82.6% 68 $616
Sachetta, LLC 0.00% No change 62 $569
WealthTrak Capital Management LLC 0.00% — 55 $499
IFP Advisors, Inc 0.00% Reduce -98.7% 40 $361
Concourse Financial Group Securities, Inc. 0.00% No change 30 $294
Huntington National Bank 0.00% No change 32 $290
Global Financial Private Client, LLC 0.00% New 29 $263
Assetmark, Inc. 0.00% New 22 $199
Avior Wealth Management, LLC 0.00% New 21 $190
Parkworth Wealth Management, Inc. 0.00% — 13 $118
Activest Wealth Management 0.00% New 3 $27

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