Valley National BancorpVLY

13F holders, Q1 2025 (March 31)
381holders +5
50new positions
42sold out
5famous investors
$8.89avg. 13F price*

At the end of Q1 2025, 381 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 5 from Q4 2024. 50 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($667.5M), Vanguard Group Inc. ($441.4M) and State Street Corp. ($283.2M). 5 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$94.6M
Exits42$70.6M

All 13F filers, Q4 2024 → Q1 2025: 44,689,857 shares bought and 29,269,229 shares sold, net +15,420,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 381 holders

BlackRock, Inc. 0.01% Reduce -1.1% 75,079,619 $667.5M
Vanguard Group Inc. 0.01% Reduce -0.7% 49,646,278 $441.4M
State Street Corp. 0.01% Add +3.7% 31,504,920 $283.2M
Dimensional Fund Advisors LP 0.07% Add +4.8% 30,040,885 $267.1M
Macquarie Group Ltd. 0.18% Reduce -2.1% 16,282,644 $144.8M
Wellington Management Group LLP 0.03% Reduce -7.4% 15,790,022 $140.4M
Geode Capital Management, LLC 0.01% Add +4.0% 12,292,065 $109.3M
Goldman Sachs Group Inc. 0.02% Add +43.4% 10,214,867 $90.8M
AQR Capital Management 0.09% Add +101.5% 10,218,329 $89.3M
Fuller & Thaler Asset Management, Inc. 0.30% Reduce -0.7% 8,582,393 $76.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.7% 7,817,098 $69.5M
Victory Capital Management Inc. 0.07% Add +15.2% 7,155,871 $63.6M
UBS Group AG 0.01% Add +239.9% 6,810,904 $60.5M
American Century Companies Inc. 0.04% Reduce -8.3% 6,419,354 $57.1M
Bank of New York Mellon Corp 0.01% Reduce -0.6% 6,066,275 $53.9M
Northern Trust Corp. 0.01% Reduce -1.4% 5,708,471 $50.7M
Millennium Management 0.04% Add +55.2% 4,802,445 $42.7M
Morgan Stanley 0.00% Add +16.3% 4,410,801 $39.2M
Freestone Grove Partners LP 0.37% New 3,998,897 $35.6M
Wedge Capital Management L L P 0.63% New 3,631,722 $32.3M
Voloridge Investment Management, LLC 0.12% Add +9.5% 3,613,925 $32.1M
Bank of America Corp. 0.00% Add +67.9% 3,397,631 $30.2M
Norges Bank 0.00% Reduce -4.1% 3,333,707 $29.6M
Balyasny Asset Management L.P. 0.06% Reduce -67.2% 2,703,630 $24.0M
Renaissance Technologies 0.03% Add +406.2% 1,985,509 $17.7M
Kodai Capital Management LP 0.68% Add +33.6% 1,922,147 $17.1M
Nuveen, LLC 0.00% — 1,787,360 $15.9M
Leeward Investments, LLC - MA 0.80% Reduce -3.6% 1,696,737 $15.1M
First Trust Advisors LP 0.01% Add +46.2% 1,620,252 $14.4M
Rhumbline Advisers 0.01% Reduce -1.9% 1,550,873 $13.8M
LSV Asset Management 0.03% Reduce -4.5% 1,524,890 $13.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.5% 1,445,644 $12.9M
Algert Global LLC 0.30% Add +1593.5% 1,380,089 $12.3M
Stieven Capital Advisors, L.P. 2.35% Add +0.2% 1,366,566 $12.1M
Barclays PLC 0.01% Reduce -24.8% 1,321,677 $11.7M
Prudential Financial Inc. 0.02% Add +144.6% 1,312,493 $11.7M
Burkehill Global Management, LP 0.86% Reduce -43.5% 1,300,000 $11.6M
Endeavour Capital Advisors Inc. 4.26% Add +8.9% 1,292,101 $11.5M
Susquehanna International Group, LLP 0.02% Add +166.9% 1,283,770 $11.4M
Rafferty Asset Management, LLC 0.05% Add +5.2% 1,274,888 $11.3M
Invesco Ltd. 0.00% Reduce -2.3% 1,271,615 $11.3M
Aspen Grove Capital, LLC 2.00% Reduce -9.0% 1,156,303 $10.4M
Citigroup Inc. 0.01% Reduce -3.1% 1,156,560 $10.3M
Verition Fund Management LLC 0.06% Reduce -23.4% 1,135,064 $10.1M
Basswood Capital Management, L.L.C. 0.56% Reduce -45.5% 1,130,941 $10.1M
Marshall Wace, LLP 0.01% Add +912.8% 1,130,910 $10.1M
JPMorgan Chase & Co. 0.00% Reduce -55.2% 1,113,042 $9.9M
Principal Financial Group Inc. 0.01% Add +1.0% 1,100,892 $9.8M
Trexquant Investment LP 0.11% Add +61.6% 1,062,142 $9.4M
M&G PLC 0.06% New 1,029,040 $9.3M
First Eagle Investment Management, LLC 0.02% Add +1.7% 992,800 $8.8M
Swiss National Bank 0.01% Add +14.4% 973,960 $8.7M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -38.6% 960,382 $8.5M
Alliancebernstein L.P. 0.00% Reduce -22.3% 928,017 $8.3M
Boothbay Fund Management, LLC 0.29% Add +222.1% 889,190 $7.9M
Legal & General Group Plc 0.00% Add +6.9% 787,369 $7.0M
California Public Employees Retirement System 0.00% Add +1.0% 787,243 $7.0M
Mackenzie Financial Corp. 0.01% Add +2749.1% 760,522 $6.8M
Corebridge Financial, Inc. 0.04% Reduce -1.7% 753,591 $6.7M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 650,353 $5.8M
Maltese Capital Management LLC 0.94% Reduce -2.2% 643,900 $5.7M
Voya Investment Management LLC 0.01% Add +14.9% 643,898 $5.7M
Man Group plc 0.02% Add +1134.6% 638,113 $5.7M
EJF Capital LP 3.60% Add +8.1% 637,880 $5.7M
Retirement Systems of Alabama 0.02% Add +0.1% 578,093 $5.1M
Two Sigma Investments, LP 0.01% Add +31.7% 552,123 $4.9M
Manufacturers Life Insurance Company, The 0.00% Add +2.4% 544,694 $4.8M
MetLife Investment Management, LLC 0.03% Reduce -1.9% 527,609 $4.7M
Intech Investment Management LLC 0.05% Add +40.7% 502,987 $4.5M
California State Teachers Retirement System 0.01% Add +14.9% 467,995 $4.2M
Elizabeth Park Capital Advisors, Ltd. 3.61% Add +19.8% 447,985 $4.0M
Hourglass Capital, LLC 1.03% Add +6.3% 444,513 $4.0M
Ieq Capital, LLC 0.03% Add +1209.0% 422,020 $3.8M
Comerica Bank 0.02% Add +107.5% 414,474 $3.7M
Deutsche Bank AG 0.00% Reduce -7.0% 400,153 $3.6M
Walleye Capital LLC 0.04% Add +14.6% 398,746 $3.5M
Federated Hermes, Inc. 0.01% Add +1.0% 383,553 $3.4M
Sei Investments Co. 0.00% Add +4.0% 370,514 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +0.9% 365,196 $3.2M
J.W. Cole Advisors, Inc. 0.10% New 362,000 $3.2M
Russell Investments Group, Ltd. 0.00% Add +35.2% 361,845 $3.2M
Ghisallo Capital Management LLC 0.28% Reduce -72.0% 350,000 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.0% 345,488 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +15.3% 336,101 $3.0M
Petiole USA ltd 2.09% No change 332,000 $3.0M
Thrivent Financial for Lutherans 0.01% Add +102.9% 331,441 $2.9M
Engineers Gate Manager LP 0.05% Add +80.7% 331,304 $2.9M
ProVise Management Group, LLC 0.25% No change 327,018 $2.9M
Gabelli Funds LLC 0.02% No change 299,000 $2.7M
Pathstone Holdings, LLC 0.01% Add +5.2% 288,611 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.9% 282,143 $2.5M
New York State Teachers Retirement System 0.01% Reduce -3.1% 274,442 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +0.8% 269,714 $2.4M
PMC FIG Opportunities LLC 5.64% Add +229.6% 260,000 $2.3M
Siena Capital Partners GP, LLC 0.67% No change 255,540 $2.3M
Cerity Partners LLC 0.00% Add +48.1% 253,843 $2.3M
Graham Capital Management, L.P. 0.10% New 246,770 $2.2M
Mutual of America Capital Management LLC 0.03% Reduce -2.5% 244,458 $2.2M
Raymond James Financial Inc. 0.00% Reduce -3.2% 241,572 $2.1M
Citadel Advisors 0.00% Reduce -93.8% 237,867 $2.1M
Wells Fargo & Company 0.00% Reduce -27.2% 233,510 $2.1M
Stifel Financial Corp. 0.00% Add +72.9% 217,764 $1.9M
Janus Henderson Group PLC 0.00% Add +12.0% 218,706 $1.9M
Amalgamated Bank 0.02% Reduce -2.0% 211,881 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.1% 203,847 $1.8M
State of Tennessee, Department of Treasury 0.01% Add +11.3% 194,502 $1.7M
Versor Investments LP 0.28% Add +95.0% 192,700 $1.7M
Qube Research & Technologies Ltd 0.00% New 191,380 $1.7M
Mariner, LLC 0.00% Add +12.9% 172,130 $1.5M
Royal Bank of Canada 0.00% Reduce -9.4% 163,079 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 162,143 $1.4M
Creative Planning 0.00% Add +51.8% 161,224 $1.4M
Handelsbanken Fonder AB 0.01% Add +76.1% 158,987 $1.4M
Persistent Asset Partners Ltd 1.22% New 155,508 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +230.9% 147,833 $1.3M
Squarepoint Ops LLC 0.00% New 145,162 $1.3M
New York State Common Retirement Fund 0.00% Reduce -0.3% 144,583 $1.3M
Arizona State Retirement System 0.01% Add +14.8% 144,124 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 142,028 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.7% 141,268 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 140,146 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 138,577 $1.2M
Louisiana State Employees Retirement System 0.02% Add +1.0% 133,100 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Add +2.7% 132,112 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.6% 129,911 $1.2M
Cwm, LLC 0.00% Add +419.7% 129,571 $1.2M
ProShare Advisors LLC 0.00% Reduce -20.2% 122,827 $1.1M
Fourthstone LLC 0.25% Add +4.3% 114,871 $1.0M
State of Michigan Retirement System 0.01% Add +1.1% 113,681 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.3% 113,537 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 105,606 $939K
Cibc World Markets Corp. 0.01% Add +140.2% 105,155 $935K
Investors Research Corp 0.20% No change 103,900 $924K
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.9% 102,818 $914K
State of Wisconsin Investment Board 0.00% Add +86.3% 101,045 $898K
O'shaughnessy Asset Management, LLC 0.01% Add +13.9% 100,813 $896K
Dark Forest Capital Management LP 0.04% Add +514.3% 98,520 $876K
KLP Kapitalforvaltning As 0.00% Add +13.4% 97,140 $873K
Oregon Public Employees Retirement Fund 0.02% Reduce -0.3% 96,343 $856K
Martingale Asset Management L P 0.02% Add +211.5% 93,504 $831K
FMR LLC 0.00% Add +183.7% 92,611 $823K
BNP Paribas Financial Markets 0.00% Reduce -34.1% 90,477 $804K
Jaffetilchin Investment Partners, LLC 0.06% New 88,168 $784K
VAUGHAN & Co SECURITIES, INC. 0.48% Reduce -7.4% 88,111 $783K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.6% 86,143 $766K
New Mexico Educational Retirement Board 0.03% No change 85,900 $764K
SG Americas Securities, LLC 0.00% Add +50.2% 84,453 $751K
HSBC Holdings PLC 0.00% Reduce -50.8% 81,235 $718K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 79,000 $702K
HighTower Advisors, LLC 0.00% Add +0.5% 76,898 $684K
Sterling Capital Management LLC 0.01% Add +398.8% 74,997 $667K
Teacher Retirement System of Texas 0.00% New 73,303 $652K
Pictet Asset Management Holding SA 0.00% Add +26.6% 72,910 $648K
Kestra Investment Management, LLC 0.01% Reduce -9.1% 72,253 $642K
Texas Yale Capital Corp. 0.03% No change 72,171 $642K
LPL Financial LLC 0.00% Add +2.8% 70,618 $628K
D. E. Shaw & Co. 0.00% Reduce -84.1% 69,497 $618K
Xponance LLC 0.01% Add +2.5% 68,269 $607K
Nisa Investment Advisors, LLC 0.00% Reduce -13.5% 66,454 $598K
Captrust Financial Advisors 0.00% Add +74.5% 67,017 $596K
CW Advisors, LLC 0.01% New 65,594 $592K
Readystate Asset Management LP 0.05% Add +41.7% 64,263 $571K
Ignite Planners, LLC 0.11% Reduce -0.2% 64,889 $565K
Pinebridge Investments, L.P. 0.00% Reduce -75.8% 63,248 $562K
Jump Financial, LLC 0.01% Reduce -91.8% 63,200 $562K
1832 Asset Management L.P. 0.00% Add +191.3% 62,600 $557K
FLC Capital Advisors 0.12% No change 62,003 $551K
Guggenheim Capital LLC 0.01% Add +42.2% 61,764 $549K
Focus Partners Wealth 0.00% Add +34.9% 60,868 $541K
Bayforest Capital Ltd 0.23% Add +870.4% 60,000 $533K
Simplex Trading, LLC 0.02% New 58,130 $516K
Linden Thomas Advisory Services, LLC 0.07% Add +2.8% 57,456 $511K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 57,456 $511K
Allworth Financial LP 0.00% Reduce -0.5% 58,248 $509K
CSS LLC 0.10% New 56,370 $501K
Valley Wealth Managers, Inc. 0.04% No change 56,312 $501K
Two Sigma Advisers, LP 0.00% New 56,000 $498K
State of Alaska, Department of Revenue 0.01% Add +2.7% 55,597 $494K
Alps Advisors Inc. 0.00% Reduce -3.5% 54,952 $489K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $476K
Corient Private Wealth LP 0.00% Reduce -27.3% 53,445 $475K
Keeley-Teton Advisors, LLC 0.06% Add +18.5% 52,905 $470K
GTS Securities LLC 0.02% Reduce -4.5% 52,672 $468K
Pallas Capital Advisors LLC 0.02% New 51,268 $456K
Gallagher Fiduciary Advisors, LLC 0.01% Add +7.2% 50,607 $450K
Atria Investments, Inc 0.01% Add +7.6% 50,499 $449K
Henshaw Capital LLC 0.02% Add +27.1% 50,012 $445K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $442K
NJ State Employees Deferred Compensation Plan 0.06% No change 49,600 $441K
Bank of Montreal 0.00% Reduce -4.0% 48,742 $433K
Greenleaf Trust 0.00% Reduce -6.5% 47,882 $426K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 47,664 $424K
STRS Ohio 0.00% No change 47,300 $420K
AlphaQuest LLC 0.04% Reduce -6.9% 46,536 $414K
Aigen Investment Management, LP 0.06% Add +70.0% 45,105 $401K
First Manhattan Co. Llc. 0.00% Reduce -32.4% 43,798 $394K
Teton Advisors, Inc. 0.25% No change 44,000 $391K
Advisory Services Network, LLC 0.01% Add +2.2% 43,086 $383K
Fiduciary Trust Co 0.00% Add +45.8% 40,279 $358K
Janney Montgomery Scott LLC 0.00% Add +0.9% 40,167 $357K
CI Investments Inc. 0.00% Add +11.4% 38,555 $343K
Inspire Investing, LLC 0.04% Reduce -12.7% 38,573 $343K
Cornerstone Wealth Group, LLC 0.03% Reduce -43.1% 38,351 $341K
Paragon Capital Management Ltd 0.07% Add +1.2% 37,431 $333K
AlphaQ Advisors LLC 0.79% No change 37,000 $329K
Rockefeller Capital Management L.P. 0.00% Reduce -17.6% 36,931 $328K
Securian Asset Management, Inc. 0.01% Add +0.5% 36,073 $321K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +2.8% 35,045 $314K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.8% 35,305 $314K
Cetera Investment Advisers 0.00% Add +1.2% 35,146 $312K
Cannell & Spears LLC 0.01% No change 35,000 $311K
Fifth Third Bancorp 0.00% Add +1.6% 34,574 $307K
Profund Advisors LLC 0.01% Reduce -41.0% 32,802 $292K
Delta Financial Group, Inc. 0.07% Reduce -1.6% 31,795 $291K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.5% 32,493 $289K
Stephens Inc. 0.00% New 29,973 $266K
Spire Wealth Management 0.01% New 29,618 $263K
Merit Financial Group, LLC 0.00% New 29,223 $260K
Osaic Holdings, Inc. 0.00% Add +43.8% 28,365 $252K
United Services Automobile Association 0.01% No change 28,702 $252K
Smallwood Wealth Investment Management, LLC 0.16% No change 27,915 $248K
Quantinno Capital Management LP 0.00% Add +125.8% 27,625 $246K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 27,511 $245K
Franklin Resources Inc. 0.00% Reduce -85.6% 27,346 $243K
Crossmark Global Holdings, Inc. 0.00% Add +0.9% 26,980 $240K
Shell Asset Management Co. 0.01% Add +34.5% 26,609 $237K
Equitable Holdings, Inc. 0.00% Add +10.3% 26,613 $237K
Private Advisor Group, LLC 0.00% Reduce -5.6% 26,135 $232K
SYM FINANCIAL Corp 0.03% Add +21.1% 26,102 $232K
Natixis Advisors, LLC 0.00% New 25,944 $231K
Carnegie Lake Advisors LLC 0.09% No change 25,862 $230K
Sandia Investment Management LP 0.65% No change 25,000 $222K
Park Avenue Securities LLC 0.00% Reduce -2.1% 24,277 $216K
Sivia Capital Partners, LLC 0.10% New 23,528 $209K
Prime Capital Investment Advisors, LLC 0.00% Add +0.2% 23,421 $208K
Biltmore Family Office, LLC 0.04% No change 23,029 $207K
Sax Wealth Advisors, LLC 0.01% Reduce -3.2% 23,292 $207K
Jane Street Group, LLC 0.00% Reduce -91.5% 22,617 $201K
Brown Brothers Harriman & Co. 0.00% No change 21,931 $195K
Cim Investment Management Inc. 0.04% Reduce -2.3% 21,476 $191K
Neuberger Berman Group LLC 0.00% Reduce -8.1% 21,403 $190K
Sherbrooke Park Advisers LLC 0.09% New 21,105 $188K
Glenmede Trust Co. NA 0.00% New 20,712 $184K
Bryn Mawr Trust Advisors, LLC 0.01% No change 20,627 $183K
Focus Partners Advisor Solutions, LLC 0.00% New 20,621 $183K
Wolverine Trading, LLC 0.01% Reduce -45.7% 20,483 $180K
Cullen/Frost Bankers, Inc. 0.00% No change 20,000 $178K
Concurrent Investment Advisors, LLC 0.00% Reduce -0.7% 19,871 $177K
Pinnacle Associates Ltd. 0.00% Reduce -51.3% 19,855 $177K
Centiva Capital, LP 0.01% New 19,506 $173K
CIBC Private Wealth Group LLC 0.00% Add +3.5% 21,394 $170K
Forum Financial Management, LP 0.00% Add +7.8% 19,142 $170K
Shufro Rose & Co. LLC 0.01% No change 19,000 $169K
Mercer Global Advisors Inc. 0.00% New 18,793 $167K
KBC Group NV 0.00% Add +2.7% 18,527 $165K
Summit Financial, LLC 0.00% Add +0.1% 18,554 $165K
Kestra Advisory Services, LLC 0.00% Add +0.7% 18,421 $164K
Tidal Investments LLC 0.00% Reduce -23.0% 17,060 $152K
OneDigital Investment Advisors LLC 0.00% Add +33.3% 17,058 $152K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 16,990 $151K
Shelton Capital Management 0.00% No change 16,910 $150K
Sanctuary Advisors, LLC 0.00% Reduce -74.1% 16,060 $143K
Wealth Advisors of Tampa Bay, LLC 0.06% No change 15,979 $142K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $141K
Trust Point Inc. 0.01% Reduce -17.9% 15,665 $139K
PSI Advisors, LLC 0.04% No change 15,250 $136K
CIBC Asset Management Inc 0.00% Add +2.5% 15,224 $135K
Breakwater Capital Group 0.02% New 15,137 $135K
Rodgers & Associates, LTD 0.02% Reduce -25.0% 15,000 $133K
Transcend Capital Advisors, LLC 0.01% Add +0.4% 14,912 $133K
Modera Wealth Management, LLC 0.00% Reduce -17.0% 14,504 $129K
&partners 0.00% Add +5.3% 13,976 $123K
Ethic Inc. 0.00% Reduce -4.0% 13,701 $122K
Waverly Advisors, LLC 0.00% Add +5.0% 13,676 $122K
W Advisors, LLC 0.07% No change 13,339 $119K
Fifth Third Wealth Advisors LLC 0.01% Add +0.4% 13,289 $118K
CreativeOne Wealth, LLC 0.00% Add +17.1% 13,243 $118K
Empowered Funds, LLC 0.00% Add +3.2% 13,220 $118K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.1% 13,171 $117K
AE Wealth Management LLC 0.00% Add +0.1% 13,125 $117K
PFG Investments, LLC 0.01% Reduce -13.3% 13,117 $117K
Meeder Advisory Services, Inc. 0.01% Add +5.5% 13,064 $116K
Ledgewood Wealth Advisors, LLC 0.07% No change 12,617 $112K
Abel Hall, LLC 0.07% New 12,613 $112K
Los Angeles Capital Management LLC 0.00% New 12,540 $111K
Garden State Investment Advisory Services LLC 0.04% Add +1.2% 12,253 $109K
Bryce Point Capital, LLC 0.08% New 11,061 $109K
Gables Capital Management Inc. 0.05% No change 12,000 $107K
MML Investors Services, LLC 0.00% Add +1.1% 11,978 $106K
Prelude Capital Management, LLC 0.01% New 11,915 $106K
Van Hulzen Asset Management, LLC 0.01% Add +9.3% 11,800 $105K
Meiji Yasuda Asset Management Co Ltd. 0.00% No change 11,527 $102K
Covestor Ltd 0.07% Reduce -26.7% 11,056 $98K
Townsquare Capital LLC 0.00% Reduce -7.2% 10,946 $97K
Connable Office Inc. 0.01% Reduce -10.6% 10,923 $97K
Olympiad Research LP 0.11% New 10,884 $97K
Savant Capital, LLC 0.00% Reduce -77.4% 10,614 $94K
NorthCrest Asset Manangement, LLC 0.00% New 10,419 $93K
Sfmg, LLC 0.01% No change 10,156 $90K
Peapack Gladstone Financial Corp. 0.00% No change 10,148 $90K
Zacks Investment Management 0.00% New 10,017 $89K
GAMMA Investing LLC 0.01% Add +22.4% 9,325 $83K
Public Employees Retirement System of Ohio 0.00% Add +4.8% 8,990 $80K
Lindbrook Capital, LLC 0.01% Add +886.3% 8,176 $73K
Hexagon Capital Partners LLC 0.01% Add +0.0% 7,091 $63K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $55K
Coldstream Capital Management Inc. 0.00% New 6,137 $55K
NewEdge Advisors, LLC 0.00% Reduce -11.2% 5,924 $53K
Signaturefd, LLC 0.00% Add +8.7% 5,598 $50K
UMB Bank, n.a. 0.00% Add +219.6% 5,571 $50K
Asset Dedication, LLC 0.00% No change 4,725 $42K
Brown, Lisle/Cummings, Inc. 0.01% New 4,400 $39K
Sandy Spring Bank 0.00% No change 4,381 $39K
Farther Finance Advisors, LLC 0.00% Add +206.6% 4,298 $38K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 3,946 $35K
True Wealth Design, LLC 0.01% New 3,910 $35K
US Bancorp \de 0.00% Add +13.5% 3,615 $32K
Danske Bank A/S 0.00% Add +140.0% 3,600 $32K
Key Financial Inc 0.01% No change 3,494 $31K
Smartleaf Asset Management LLC 0.00% Add +23.8% 3,461 $30K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.2% 3,121 $28K
Blue Trust, Inc. 0.00% Add +39.3% 3,075 $27K
Optiver Holding B.V. 0.00% Reduce -47.2% 2,680 $24K
Brooklyn Investment Group 0.01% Add +96.0% 2,603 $23K
Parallel Advisors, LLC 0.00% Add +56.5% 2,399 $21K
Bessemer Group Inc. 0.00% Reduce -33.2% 2,445 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $19K
Rise Advisors, LLC 0.01% New 2,111 $19K
EverSource Wealth Advisors, LLC 0.00% Add +231.5% 1,707 $15K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 1,353 $12K
Quadrant Capital Group LLC 0.00% Reduce -32.6% 1,336 $12K
Quent Capital, LLC 0.00% Add +1.2% 1,247 $11K
Manchester Capital Management LLC 0.00% No change 1,206 $11K
SBI Securities Co., Ltd. 0.00% Add +1.0% 1,133 $10K
LRI Investments, LLC 0.00% No change 1,109 $10K
Arax Advisory Partners 0.00% Add +19.4% 1,064 $9K
McIlrath & Eck, LLC 0.00% No change 900 $8K
FNY Investment Advisers, LLC 0.01% Reduce -68.8% 1,000 $8K
Versant Capital Management, Inc 0.00% Reduce -7.2% 875 $8K
Geneos Wealth Management Inc. 0.00% Add +188.9% 806 $7K
MAI Capital Management 0.00% Reduce -4.7% 731 $6K
Rothschild Investment LLC 0.00% Add +1.4% 730 $6K
Clearstead Trust, LLC 0.00% New 563 $5K
Hemington Wealth Management 0.00% Reduce -80.1% 598 $5K
Payden & Rygel 0.00% No change 483 $4K
Amundi 0.00% Add +9.7% 487 $4K
Private Wealth Management Group, LLC 0.00% No change 416 $4K
Farmers & Merchants Investments Inc. 0.00% Add +84.2% 337 $3K
JFS Wealth Advisors, LLC 0.00% No change 325 $3K
Bell Investment Advisors, Inc 0.00% Reduce -0.6% 320 $3K
Prestige Wealth Management Group LLC 0.00% No change 300 $3K
WPG Advisers, LLC 0.00% Add +54.4% 301 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +82.3% 279 $2K
Principal Securities, Inc. 0.00% No change 261 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 252 $2K
Parkside Financial Bank & Trust 0.00% New 220 $2K
Montag A & Associates Inc. 0.00% No change 200 $2K
Bangor Savings Bank 0.00% No change 200 $2K
Quarry LP 0.00% Add +19.0% 169 $2K
Activest Wealth Management 0.00% Add +4866.7% 149 $1K
Stephens Consulting, LLC 0.00% New 120 $1K
Private Trust Co. NA 0.00% New 120 $1K
MV Capital Management, Inc. 0.00% Reduce -0.9% 113 $1K
First Horizon Advisors, Inc. 0.00% Reduce -84.2% 105 $933
SJS Investment Consulting Inc. 0.00% No change 101 $898
Goodman Advisory Group, LLC 0.00% New 100 $889
Jones Financial Companies LLLP 0.00% New 96 $843
Raffa Wealth Management, LLC 0.00% No change 83 $738
DiNuzzo Private Wealth, Inc. 0.00% No change 80 $712
Global Financial Private Client, LLC 0.00% Add +172.4% 79 $702
AdvisorNet Financial, Inc 0.00% No change 68 $605
Sachetta, LLC 0.00% No change 62 $558
WealthTrak Capital Management LLC 0.00% Reduce -27.3% 40 $356
CoreCap Advisors, LLC 0.00% New 39 $347
Huntington National Bank 0.00% No change 32 $284
SouthState Bank Corp 0.00% New 25 $223
Bay Harbor Wealth Management, LLC 0.00% New 19 $170
Parkworth Wealth Management, Inc. 0.00% No change 13 $116
HFM Investment Advisors, LLC 0.00% — 12 $107
Hantz Financial Services, Inc. 0.00% New 45 $0
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.