Valley National BancorpVLY

13F holders, Q2 2025 (June 30)
396holders +15
55new positions
36sold out
5famous investors
$8.94avg. 13F price*

At the end of Q2 2025, 396 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 15 from Q1 2025. 55 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($625.0M), Vanguard Group Inc. ($448.7M) and Dimensional Fund Advisors LP ($271.4M). 5 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions55$63.2M
Exits36$72.6M

All 13F filers, Q1 2025 → Q2 2025: 24,158,924 shares bought and 32,766,453 shares sold, net −8,607,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 396 holders

BlackRock, Inc. 0.01% Reduce -6.8% 69,984,616 $625.0M
Vanguard Group Inc. 0.01% Add +1.2% 50,246,814 $448.7M
Dimensional Fund Advisors LP 0.06% Add +1.2% 30,389,595 $271.4M
State Street Corp. 0.01% Reduce -7.0% 29,316,002 $265.0M
Wellington Management Group LLP 0.03% Add +15.7% 18,263,096 $163.1M
Macquarie Group Ltd. 0.18% Reduce -0.4% 16,216,044 $144.8M
Geode Capital Management, LLC 0.01% Add +4.1% 12,791,712 $114.2M
Goldman Sachs Group Inc. 0.01% Reduce -11.2% 9,074,763 $81.0M
Fuller & Thaler Asset Management, Inc. 0.28% Add +0.5% 8,624,572 $77.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 7,900,975 $70.6M
Victory Capital Management Inc. 0.04% Add +6.6% 7,630,823 $68.1M
AQR Capital Management 0.05% Reduce -30.7% 7,084,999 $63.3M
American Century Companies Inc. 0.03% Reduce -2.8% 6,239,176 $55.7M
Bank of New York Mellon Corp 0.01% Reduce -0.1% 6,060,792 $54.1M
Northern Trust Corp. 0.01% Reduce -0.2% 5,698,404 $50.9M
Voloridge Investment Management, LLC 0.15% Add +26.7% 4,577,913 $40.9M
Millennium Management 0.03% Reduce -17.7% 3,953,169 $35.3M
Wedge Capital Management L L P 0.61% Add +4.9% 3,810,868 $34.0M
Renaissance Technologies 0.04% Add +89.1% 3,755,209 $33.5M
Balyasny Asset Management L.P. 0.07% Add +34.5% 3,635,864 $32.5M
Norges Bank 0.00% Add +5.1% 3,502,397 $31.3M
Bank of America Corp. 0.00% Add +2.5% 3,483,793 $31.1M
Morgan Stanley 0.00% Reduce -32.4% 2,982,773 $26.6M
Invesco Ltd. 0.00% Add +88.4% 2,395,988 $21.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.4% 2,000,389 $17.9M
Citadel Advisors 0.01% Add +612.1% 1,693,923 $15.1M
Nuveen, LLC 0.00% Reduce -6.1% 1,679,008 $15.0M
Leeward Investments, LLC - MA 0.77% Reduce -4.2% 1,624,900 $14.5M
Rhumbline Advisers 0.01% Add +3.6% 1,607,503 $14.4M
Algert Global LLC 0.29% Add +12.2% 1,548,620 $13.8M
First Trust Advisors LP 0.01% Reduce -7.4% 1,500,083 $13.4M
Barclays PLC 0.01% Add +11.2% 1,469,700 $13.1M
LSV Asset Management 0.03% Reduce -6.1% 1,431,810 $12.8M
Endeavour Capital Advisors Inc. 4.29% Add +8.2% 1,397,399 $12.5M
Cubist Systematic Strategies, LLC 0.13% New 1,334,973 $11.9M
Alliancebernstein L.P. 0.00% Add +43.7% 1,333,930 $11.9M
Stieven Capital Advisors, L.P. 2.12% Reduce -10.9% 1,218,166 $10.9M
Verition Fund Management LLC 0.06% Add +5.3% 1,194,720 $10.7M
Rafferty Asset Management, LLC 0.04% Reduce -6.5% 1,192,172 $10.6M
Aspen Grove Capital, LLC 1.78% No change 1,156,303 $10.5M
UBS Group AG 0.00% Reduce -82.9% 1,162,640 $10.4M
Basswood Capital Management, L.L.C. 0.50% No change 1,130,941 $10.1M
Trexquant Investment LP 0.11% Add +4.6% 1,110,943 $9.9M
Arrowstreet Capital, Limited Partnership 0.01% New 1,109,745 $9.9M
Susquehanna International Group, LLP 0.01% Reduce -14.4% 1,098,636 $9.8M
Mackenzie Financial Corp. 0.01% Add +44.0% 1,095,394 $9.8M
Principal Financial Group Inc. 0.01% Reduce -0.7% 1,093,581 $9.8M
Citigroup Inc. 0.01% Reduce -8.7% 1,056,328 $9.4M
Hotchkis & Wiley Capital Management LLC 0.03% Add +9.8% 1,054,938 $9.4M
M&G PLC 0.05% Add +0.0% 1,029,231 $9.3M
Squarepoint Ops LLC 0.02% Add +575.8% 980,997 $8.8M
Swiss National Bank 0.01% Reduce -1.1% 962,960 $8.6M
JPMorgan Chase & Co. 0.00% Reduce -15.9% 935,708 $8.4M
First Eagle Investment Management, LLC 0.02% Reduce -11.0% 883,800 $7.9M
California Public Employees Retirement System 0.00% Add +6.9% 841,420 $7.5M
Legal & General Group Plc 0.00% Add +3.8% 817,246 $7.3M
Prudential Financial Inc. 0.01% Reduce -39.2% 798,346 $7.1M
Marshall Wace, LLP 0.01% Reduce -31.9% 769,615 $6.9M
Voya Investment Management LLC 0.01% Add +16.9% 752,843 $6.7M
Man Group plc 0.01% Add +14.0% 727,608 $6.5M
HRT Financial LP 0.03% New 692,320 $6.2M
Quantbot Technologies LP 0.15% New 677,028 $6.0M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 645,535 $5.8M
Maltese Capital Management LLC 0.81% Reduce -0.2% 642,900 $5.7M
Retirement Systems of Alabama 0.02% Add +0.7% 582,134 $5.2M
MetLife Investment Management, LLC 0.03% Add +1.9% 537,856 $4.8M
Brevan Howard Capital Management LP 0.05% New 534,505 $4.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 526,348 $4.7M
Franklin Resources Inc. 0.00% Add +1705.4% 493,707 $4.4M
California State Teachers Retirement System 0.00% Add +0.2% 468,942 $4.2M
Comerica Bank 0.02% Add +13.0% 468,451 $4.2M
Ieq Capital, LLC 0.03% Add +10.4% 465,775 $4.2M
Hourglass Capital, LLC 1.02% Add +3.6% 460,716 $4.1M
Qube Research & Technologies Ltd 0.01% Add +130.3% 440,688 $3.9M
Federated Hermes, Inc. 0.01% Add +10.6% 424,146 $3.8M
EJF Capital LP 2.94% Reduce -35.1% 413,740 $3.7M
Sei Investments Co. 0.00% Add +9.6% 406,011 $3.6M
Intech Investment Management LLC 0.03% Reduce -19.7% 403,745 $3.6M
State Board of Administration of Florida Retirement System 0.01% Add +166.7% 378,729 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +11.5% 374,779 $3.3M
Elizabeth Park Capital Advisors, Ltd. 3.00% Reduce -16.5% 373,935 $3.3M
Deutsche Bank AG 0.00% Reduce -8.1% 367,685 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Add +5.8% 365,605 $3.3M
J.W. Cole Advisors, Inc. 0.07% Add +0.8% 364,830 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -0.2% 364,425 $3.3M
Segall Bryant & Hamill, LLC 0.05% New 363,895 $3.2M
Y-Intercept (Hong Kong) Ltd 0.08% New 358,465 $3.2M
Fourthstone LLC 0.62% Add +209.2% 355,200 $3.2M
Wells Fargo & Company 0.00% Add +48.0% 345,645 $3.1M
Gabelli Funds LLC 0.02% Add +13.2% 338,538 $3.0M
Thrivent Financial for Lutherans 0.01% Add +0.2% 332,223 $3.0M
Petiole USA ltd 2.10% No change 332,000 $3.0M
ProVise Management Group, LLC 0.23% No change 327,018 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +9.6% 295,488 $2.6M
Royal Bank of Canada 0.00% Add +77.9% 290,174 $2.6M
Russell Investments Group, Ltd. 0.00% Reduce -20.5% 287,580 $2.6M
Cerity Partners LLC 0.00% Add +10.2% 279,700 $2.5M
New York State Teachers Retirement System 0.01% Add +1.1% 277,323 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -4.8% 274,631 $2.5M
XTX Topco Ltd 0.10% New 266,202 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.7% 266,020 $2.4M
Siena Capital Partners GP, LLC 0.67% No change 255,540 $2.3M
Raymond James Financial Inc. 0.00% Add +0.2% 241,956 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -3.1% 236,861 $2.1M
Janus Henderson Group PLC 0.00% No change 218,706 $2.0M
Schonfeld Strategic Advisors LLC 0.01% New 217,382 $1.9M
Stifel Financial Corp. 0.00% Reduce -0.2% 217,243 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +6.3% 216,737 $1.9M
Jump Financial, LLC 0.02% Add +233.2% 210,575 $1.9M
Amalgamated Bank 0.01% Reduce -1.2% 209,279 $1.9M
Jane Street Group, LLC 0.00% Add +807.6% 205,269 $1.8M
Two Sigma Investments, LP 0.00% Reduce -63.4% 202,269 $1.8M
Mariner, LLC 0.00% Add +10.4% 190,068 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -10.2% 174,763 $1.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +117.0% 171,400 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 159,165 $1.4M
Tudor Investment Corporation 0.01% New 156,282 $1.4M
Two Sigma Advisers, LP 0.00% Add +175.7% 154,400 $1.4M
Arizona State Retirement System 0.01% Add +2.0% 147,015 $1.3M
Ensign Peak Advisors, Inc 0.00% Add +4.2% 145,981 $1.3M
New York State Common Retirement Fund 0.00% No change 144,583 $1.3M
Ameritas Investment Partners, Inc. 0.04% Add +0.5% 142,028 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +6.8% 138,697 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 138,577 $1.2M
Aquatic Capital Management LLC 0.02% New 134,345 $1.2M
Louisiana State Employees Retirement System 0.02% Add +0.7% 134,000 $1.2M
Campbell & CO Investment Adviser LLC 0.07% New 130,661 $1.2M
Knights of Columbus Asset Advisors LLC 0.07% Reduce -2.0% 129,439 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.4% 117,600 $1.1M
Aigen Investment Management, LP 0.15% Add +172.4% 122,878 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.8% 122,373 $1.1M
Graham Capital Management, L.P. 0.03% Reduce -50.8% 121,507 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +20.4% 121,417 $1.1M
ProShare Advisors LLC 0.00% Reduce -1.8% 120,641 $1.1M
State of Michigan Retirement System 0.01% Add +0.7% 114,481 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.5% 108,498 $969K
Creative Planning 0.00% Reduce -32.7% 108,445 $968K
KLP Kapitalforvaltning As 0.00% Add +9.1% 105,940 $956K
Tower Research Capital LLC (TRC) 0.03% Add +228.9% 106,867 $954K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 106,343 $950K
Investors Research Corp 0.18% No change 103,900 $928K
Oregon Public Employees Retirement Fund 0.02% Add +0.6% 96,943 $866K
State of Wisconsin Investment Board 0.00% Reduce -4.7% 96,278 $860K
BNP Paribas Financial Markets 0.00% Add +5.7% 95,628 $854K
Cwm, LLC 0.00% Reduce -28.0% 93,333 $833K
Wbi Investments, LLC 0.21% New 89,547 $800K
NFSG Corp 0.13% New 88,685 $792K
Magnetar Financial LLC 0.00% New 87,918 $785K
VAUGHAN & Co SECURITIES, INC. 0.45% Reduce -0.9% 87,318 $780K
Handelsbanken Fonder AB 0.00% Reduce -45.7% 86,387 $771K
New Mexico Educational Retirement Board 0.03% No change 85,900 $767K
Teacher Retirement System of Texas 0.00% Add +15.5% 84,696 $756K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.3% 80,744 $721K
Corient Private Wealth LP 0.00% Add +46.0% 78,035 $697K
Pictet Asset Management Holding SA 0.00% Add +6.5% 77,674 $694K
Ontario Teachers Pension Plan Board 0.01% New 75,803 $677K
HighTower Advisors, LLC 0.00% Reduce -1.7% 75,590 $675K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -17.8% 72,484 $647K
Texas Yale Capital Corp. 0.02% No change 72,171 $644K
Farringdon Capital, Ltd. 0.21% New 71,223 $636K
Ignite Planners, LLC 0.11% Add +2.5% 66,506 $632K
Scientech Research LLC 0.15% New 69,308 $619K
LPL Financial LLC 0.00% Reduce -2.1% 69,132 $617K
Xponance LLC 0.01% Reduce -0.1% 68,186 $609K
Nisa Investment Advisors, LLC 0.00% Add +0.4% 66,740 $603K
Walleye Capital LLC 0.01% Reduce -83.5% 65,575 $586K
Focus Partners Wealth 0.00% Add +6.0% 64,499 $576K
Guggenheim Capital LLC 0.00% Add +4.3% 64,413 $575K
Bayforest Capital Ltd 0.25% Add +7.3% 64,409 $575K
Point72 (DIFC) Ltd 0.04% New 62,509 $558K
FLC Capital Advisors 0.11% No change 62,003 $554K
Gallagher Fiduciary Advisors, LLC 0.02% Add +21.7% 61,584 $550K
Atria Investments, Inc 0.01% Add +19.6% 60,397 $539K
Cibc World Markets Corp. 0.00% Reduce -43.1% 59,801 $534K
1832 Asset Management L.P. 0.00% Reduce -4.5% 59,757 $534K
Martingale Asset Management L P 0.01% Reduce -36.5% 59,400 $530K
Axq Capital, LP 0.17% New 58,648 $524K
Allworth Financial LP 0.00% Add +0.5% 58,538 $523K
FORA Capital, LLC 0.06% New 57,817 $516K
Linden Thomas Advisory Services, LLC 0.06% Reduce -0.7% 57,039 $509K
CSS LLC 0.09% No change 56,370 $503K
Valley Wealth Managers, Inc. 0.04% No change 56,312 $503K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $493K
DRW Securities, LLC 0.03% New 54,507 $487K
State of Alaska, Department of Revenue 0.01% Reduce -3.9% 53,427 $477K
Alps Advisors Inc. 0.00% Reduce -3.6% 52,954 $473K
Captrust Financial Advisors 0.00% Reduce -24.0% 50,928 $455K
STRS Ohio 0.00% Add +7.6% 50,900 $455K
Kestra Investment Management, LLC 0.01% Reduce -30.0% 50,547 $451K
Henshaw Capital LLC 0.02% No change 50,012 $447K
Sykon Capital LLC 0.16% New 50,000 $447K
Engineers Gate Manager LP 0.01% Reduce -84.9% 49,900 $446K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $444K
NJ State Employees Deferred Compensation Plan 0.05% No change 49,600 $443K
AlphaQuest LLC 0.04% Add +5.8% 49,240 $440K
PNC Financial Services Group, Inc. 0.00% Add +2.0% 48,599 $434K
Greenleaf Trust 0.00% Add +1.1% 48,407 $432K
Bank of Montreal 0.00% Reduce -0.9% 48,303 $431K
Capital Fund Management S.A. 0.00% New 47,623 $425K
Pallas Capital Advisors LLC 0.02% Reduce -12.3% 44,955 $401K
First Manhattan Co. Llc. 0.00% No change 43,798 $396K
Inspire Investing, LLC 0.04% Add +12.8% 43,522 $389K
Teton Advisors, Inc. 0.24% Reduce -1.8% 43,200 $386K
Advisory Services Network, LLC 0.01% Reduce -4.7% 41,054 $381K
Occudo Quantitative Strategies LP 0.04% New 40,708 $364K
CW Advisors, LLC 0.00% Reduce -40.1% 39,319 $351K
Fiduciary Trust Co 0.00% Reduce -3.9% 38,710 $346K
Cornerstone Wealth Group, LLC 0.03% Add +0.1% 38,410 $343K
Rockefeller Capital Management L.P. 0.00% Add +2.5% 37,874 $338K
Quantinno Capital Management LP 0.00% Add +32.5% 36,589 $327K
Securian Asset Management, Inc. 0.01% Add +0.6% 36,272 $324K
CI Investments Inc. 0.00% Reduce -6.6% 36,020 $322K
HSBC Holdings PLC 0.00% Reduce -55.8% 35,923 $322K
Cannell & Spears LLC 0.01% No change 35,000 $313K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -4.1% 33,864 $302K
Cetera Investment Advisers 0.00% Reduce -3.6% 33,864 $302K
Janney Montgomery Scott LLC 0.00% Reduce -20.1% 32,095 $287K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -10.6% 31,337 $282K
FMR LLC 0.00% Reduce -66.2% 31,346 $280K
Profund Advisors LLC 0.01% Reduce -5.7% 30,923 $276K
PSI Advisors, LLC 0.14% Add +100.0% 30,500 $272K
Osaic Holdings, Inc. 0.00% Add +7.3% 30,430 $272K
Stephens Inc. 0.00% Add +0.7% 30,173 $269K
Natixis Advisors, LLC 0.00% Add +8.3% 28,095 $251K
Smallwood Wealth Investment Management, LLC 0.14% No change 27,915 $249K
World Investment Advisors 0.01% New 27,855 $249K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 27,576 $246K
Crossmark Global Holdings, Inc. 0.00% Add +1.7% 27,427 $245K
Merit Financial Group, LLC 0.00% Reduce -7.3% 27,104 $242K
CIBC Private Wealth Group LLC 0.00% Add +25.0% 26,733 $239K
Northwestern Mutual Wealth Management Co. 0.00% Add +1868.4% 26,632 $238K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -53.9% 26,480 $236K
Sequoia Financial Advisors, LLC 0.00% New 26,370 $235K
Carnegie Lake Advisors LLC 0.09% No change 25,862 $231K
GTS Securities LLC 0.01% Reduce -51.3% 25,657 $229K
Focus Partners Advisor Solutions, LLC 0.00% Add +21.6% 25,073 $224K
Caption Management, LLC 0.02% New 24,720 $221K
Dark Forest Capital Management LP 0.01% Reduce -75.0% 24,649 $220K
SG Americas Securities, LLC 0.00% Reduce -71.0% 24,505 $219K
Equitable Holdings, Inc. 0.00% Reduce -8.2% 24,442 $218K
Park Avenue Securities LLC 0.00% No change 24,277 $217K
Prime Capital Investment Advisors, LLC 0.00% Add +0.1% 23,435 $209K
Biltmore Family Office, LLC 0.04% No change 23,029 $208K
Private Advisor Group, LLC 0.00% Reduce -12.3% 22,907 $205K
Paragon Capital Management Ltd 0.04% Reduce -38.9% 22,862 $204K
Sax Wealth Advisors, LLC 0.01% Reduce -3.5% 22,481 $201K
Kestra Advisory Services, LLC 0.00% Add +21.4% 22,361 $200K
SYM FINANCIAL Corp 0.02% Reduce -15.0% 22,180 $198K
Shell Asset Management Co. 0.01% Reduce -17.2% 22,021 $197K
Vise Technologies, Inc. 0.01% — 21,953 $196K
Brown Brothers Harriman & Co. 0.00% No change 21,931 $196K
Neuberger Berman Group LLC 0.00% Add +1.3% 21,682 $194K
Forum Financial Management, LP 0.00% Add +13.2% 21,665 $193K
Cim Investment Management Inc. 0.04% Reduce -1.6% 21,124 $189K
Glenmede Investment Management, LP 0.00% — 20,665 $185K
Mercer Global Advisors Inc. 0.00% Add +7.8% 20,261 $181K
Concurrent Investment Advisors, LLC 0.00% Add +0.7% 20,005 $179K
Cullen/Frost Bankers, Inc. 0.00% No change 20,000 $179K
Pinnacle Associates Ltd. 0.00% Add +0.3% 19,910 $178K
Azimuth Capital Investment Management LLC 0.01% New 19,450 $174K
Summit Financial, LLC 0.00% Add +1.5% 18,834 $170K
Shufro Rose & Co. LLC 0.01% No change 19,000 $169K
Sanctuary Advisors, LLC 0.00% Add +16.5% 18,717 $167K
Tidal Investments LLC 0.00% Add +4.0% 17,744 $158K
Versor Investments LP 0.03% Reduce -90.9% 17,539 $157K
OneDigital Investment Advisors LLC 0.00% Add +1.9% 17,374 $155K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 17,016 $152K
Shelton Capital Management 0.00% No change 16,910 $151K
Point72 Hong Kong Ltd 0.01% New 16,463 $147K
Prelude Capital Management, LLC 0.01% Add +38.1% 16,460 $147K
Choreo, LLC 0.00% New 16,141 $146K
Waverly Advisors, LLC 0.00% Add +17.5% 16,065 $143K
Olympiad Research LP 0.23% Add +46.9% 15,991 $143K
Wealth Advisors of Tampa Bay, LLC 0.05% No change 15,979 $143K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $142K
Transcend Capital Advisors, LLC 0.01% Add +5.9% 15,798 $141K
KBC Group NV 0.00% Reduce -17.4% 15,309 $137K
CIBC Asset Management Inc 0.00% No change 15,224 $136K
Breakwater Capital Group 0.02% No change 15,137 $135K
Rodgers & Associates, LTD 0.01% No change 15,000 $134K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -27.7% 14,915 $133K
Empowered Funds, LLC 0.00% Add +10.8% 14,649 $131K
Modera Wealth Management, LLC 0.00% Add +0.0% 14,507 $130K
CreativeOne Wealth, LLC 0.00% Add +6.6% 14,112 $126K
Trust Point Inc. 0.01% Reduce -10.1% 14,077 $126K
&partners 0.00% Add +0.1% 13,996 $125K
Guardian Capital LP 0.00% New 13,760 $123K
Swiss Life Asset Management Ltd 0.00% New 13,425 $120K
Wolverine Trading, LLC 0.00% Reduce -34.7% 13,378 $120K
Envestnet Asset Management Inc. 0.00% New 13,376 $119K
W Advisors, LLC 0.07% No change 13,339 $119K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 13,333 $119K
Cambridge Investment Research Advisors, Inc. 0.00% No change 13,171 $118K
AE Wealth Management LLC 0.00% Add +0.5% 13,188 $118K
Ledgewood Wealth Advisors, LLC 0.07% No change 12,617 $113K
Savant Capital, LLC 0.00% Add +17.1% 12,433 $111K
Gables Capital Management Inc. 0.05% No change 12,000 $107K
MML Investors Services, LLC 0.00% Add +0.2% 12,004 $107K
Van Hulzen Asset Management, LLC 0.01% No change 11,800 $105K
EMC Capital Management 0.06% New 11,675 $104K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 11,527 $103K
Integrated Wealth Concepts LLC 0.00% New 11,102 $99K
PFG Investments, LLC 0.01% Reduce -16.1% 11,006 $98K
Connable Office Inc. 0.01% No change 10,923 $98K
Zacks Investment Management 0.00% Add +8.9% 10,905 $97K
Blueshift Asset Management, LLC 0.03% New 10,787 $96K
Brighton Jones LLC 0.00% New 10,594 $95K
Simplex Trading, LLC 0.00% Reduce -81.8% 10,595 $94K
Vident Advisory, LLC 0.00% New 10,431 $93K
Covestor Ltd 0.05% Reduce -7.3% 10,253 $92K
Essential Partners LLC 0.04% — 10,216 $91K
Peapack Gladstone Financial Corp. 0.00% No change 10,148 $91K
Sterling Capital Management LLC 0.00% Reduce -86.4% 10,176 $91K
Sfmg, LLC 0.01% No change 10,156 $91K
GAMMA Investing LLC 0.01% Add +4.8% 9,774 $87K
Public Employees Retirement System of Ohio 0.00% Reduce -6.2% 8,435 $75K
Signaturefd, LLC 0.00% Add +23.2% 6,895 $62K
Brooklyn Investment Group 0.01% Add +160.6% 6,784 $61K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $55K
Global Retirement Partners, LLC 0.00% — 6,168 $55K
EverSource Wealth Advisors, LLC 0.00% Add +244.7% 5,884 $53K
PEAK6 LLC 0.00% New 5,741 $51K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 5,448 $49K
UMB Bank, n.a. 0.00% Reduce -2.5% 5,432 $49K
Hantz Financial Services, Inc. 0.00% Add +11831.1% 5,369 $48K
NewEdge Advisors, LLC 0.00% Reduce -9.6% 5,358 $48K
Danske Bank A/S 0.00% Add +44.4% 5,200 $46K
Asset Dedication, LLC 0.00% No change 4,725 $42K
Brown, Lisle/Cummings, Inc. 0.01% No change 4,400 $39K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 4,397 $39K
Atlantic Union Bankshares Corp 0.00% New 4,381 $39K
US Bancorp \de 0.00% Add +12.6% 4,069 $36K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 3,946 $35K
Arax Advisory Partners 0.00% Add +263.8% 3,871 $35K
Fifth Third Bancorp 0.00% Reduce -89.7% 3,561 $32K
Key Financial Inc 0.01% No change 3,494 $31K
Optiver Holding B.V. 0.00% Add +29.0% 3,456 $31K
Blue Trust, Inc. 0.00% Add +4.6% 3,217 $29K
Harbor Capital Advisors, Inc. 0.00% Reduce -0.8% 3,097 $28K
Farther Finance Advisors, LLC 0.00% Reduce -27.3% 3,126 $28K
Bessemer Group Inc. 0.00% Add +12.8% 2,757 $25K
Quarry LP 0.01% Add +1533.1% 2,760 $25K
Parallel Advisors, LLC 0.00% Add +13.2% 2,715 $24K
True Wealth Design, LLC 0.01% Reduce -31.5% 2,680 $24K
Smartleaf Asset Management LLC 0.00% Reduce -25.5% 2,578 $23K
Versant Capital Management, Inc 0.00% Add +163.1% 2,302 $21K
IFP Advisors, Inc 0.00% New 2,259 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $19K
Rise Advisors, LLC 0.01% Add +0.1% 2,114 $19K
MAI Capital Management 0.00% Add +62.5% 1,188 $11K
SBI Securities Co., Ltd. 0.00% Add +0.3% 1,136 $10K
LRI Investments, LLC 0.00% No change 1,109 $10K
Rothschild Investment LLC 0.00% Add +34.3% 980 $9K
McIlrath & Eck, LLC 0.00% No change 900 $8K
Geneos Wealth Management Inc. 0.00% Reduce -5.7% 760 $7K
Clearstead Trust, LLC 0.00% Add +10.8% 624 $6K
Hemington Wealth Management 0.00% Add +1.5% 607 $5K
Parkside Financial Bank & Trust 0.00% Add +137.3% 522 $5K
Fortitude Family Office, LLC 0.00% New 515 $5K
Ameritas Advisory Services, LLC 0.00% New 488 $4K
Ancora Advisors LLC 0.00% New 478 $4K
Payden & Rygel 0.00% No change 483 $4K
WPG Advisers, LLC 0.00% Add +45.2% 437 $4K
Private Wealth Management Group, LLC 0.00% No change 416 $4K
Clearstead Advisors, LLC 0.00% New 385 $3K
Farmers & Merchants Investments Inc. 0.00% Add +13.7% 383 $3K
Assetmark, Inc. 0.00% New 367 $3K
Bangor Savings Bank 0.00% Add +75.0% 350 $3K
Bell Investment Advisors, Inc 0.00% No change 320 $3K
Prestige Wealth Management Group LLC 0.00% No change 300 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 279 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 252 $2K
Physician Wealth Advisors, Inc. 0.00% New 238 $2K
Montag A & Associates Inc. 0.00% No change 200 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 176 $2K
Larson Financial Group LLC 0.00% New 165 $1K
Jones Financial Companies LLLP 0.00% Add +26.0% 121 $1K
Private Trust Co. NA 0.00% No change 120 $1K
Kilter Group LLC 0.00% New 105 $938
First Horizon Advisors, Inc. 0.00% No change 105 $938
Principal Securities, Inc. 0.00% Reduce -60.9% 102 $911
Goodman Advisory Group, LLC 0.00% No change 100 $893
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 90 $804
Raffa Wealth Management, LLC 0.00% No change 83 $741
MV Capital Management, Inc. 0.00% Reduce -38.9% 69 $617
JFS Wealth Advisors, LLC 0.00% Reduce -80.0% 65 $581
SJS Investment Consulting Inc. 0.00% Reduce -41.6% 59 $527
WealthTrak Capital Management LLC 0.00% No change 40 $358
HFM Investment Advisors, LLC 0.00% Add +183.3% 34 $304
Huntington National Bank 0.00% No change 32 $286
Rialto Wealth Management, LLC 0.00% New 30 $268
SouthState Bank Corp 0.00% No change 25 $224
Bay Harbor Wealth Management, LLC 0.00% Reduce -15.8% 16 $144
Parkworth Wealth Management, Inc. 0.00% No change 13 $116
Trust Co. of Vermont 0.00% New 1 $9
Avion Wealth 0.00% No change 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.