Valley National BancorpVLY

13F holders, Q3 2025 (September 30)
408holders +12
54new positions
40sold out
5famous investors
$10.61avg. 13F price*

At the end of Q3 2025, 408 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 12 from Q2 2025. 54 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($744.2M), Vanguard Group Inc. ($528.1M) and Dimensional Fund Advisors LP ($323.1M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions54$246.2M
Exits40$42.2M

All 13F filers, Q2 2025 → Q3 2025: 47,593,194 shares bought and 28,185,329 shares sold, net +19,407,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 408 holders

BlackRock, Inc. 0.01% Add +0.3% 70,206,137 $744.2M
Vanguard Group Inc. 0.01% Reduce -0.9% 49,816,809 $528.1M
Dimensional Fund Advisors LP 0.07% Add +0.3% 30,478,489 $323.1M
State Street Corp. 0.01% Reduce -5.9% 27,587,857 $295.6M
Wellington Management Group LLP 0.03% Reduce -11.0% 16,252,141 $172.3M
Macquarie Group Ltd. 0.18% Reduce -8.6% 14,821,966 $157.1M
Geode Capital Management, LLC 0.01% Reduce -0.1% 12,781,434 $135.5M
Azora Capital LP 4.78% New 9,728,285 $103.1M
Millennium Management 0.08% Add +142.2% 9,576,108 $101.5M
Fuller & Thaler Asset Management, Inc. 0.31% Reduce -0.1% 8,613,074 $91.3M
Victory Capital Management Inc. 0.05% Add +9.2% 8,333,597 $88.3M
Goldman Sachs Group Inc. 0.01% Reduce -11.1% 8,067,732 $85.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.3% 7,926,968 $84.0M
American Century Companies Inc. 0.03% Reduce -1.6% 6,140,160 $65.1M
Bank of New York Mellon Corp 0.01% Reduce -0.7% 6,018,713 $63.8M
UBS Group AG 0.01% Add +404.7% 5,867,611 $62.2M
AQR Capital Management 0.04% Reduce -18.1% 5,799,413 $61.5M
Northern Trust Corp. 0.01% Add +0.7% 5,736,880 $60.8M
Morgan Stanley 0.00% Add +37.3% 4,094,266 $43.4M
Wedge Capital Management L L P 0.67% Reduce -1.7% 3,745,286 $39.7M
Bank of America Corp. 0.00% Add +0.3% 3,495,963 $37.1M
Voloridge Investment Management, LLC 0.12% Reduce -23.9% 3,483,641 $36.9M
Holocene Advisors, LP 0.08% New 3,263,507 $34.6M
Invesco Ltd. 0.00% Add +21.0% 2,899,725 $30.7M
Nuveen, LLC 0.01% Add +59.0% 2,669,966 $28.3M
Freestone Grove Partners LP 0.21% New 2,604,391 $27.6M
HRT Financial LP 0.09% Add +243.7% 2,379,361 $25.2M
Barclays PLC 0.01% Add +47.3% 2,164,159 $22.9M
Basswood Capital Management, L.L.C. 0.95% Add +71.2% 1,935,629 $20.5M
Rhumbline Advisers 0.01% Reduce -0.8% 1,594,686 $16.9M
Leeward Investments, LLC - MA 0.86% Reduce -2.2% 1,588,965 $16.8M
Alliancebernstein L.P. 0.01% Add +18.8% 1,584,562 $16.8M
LSV Asset Management 0.04% Add +6.3% 1,522,310 $16.1M
Endeavour Capital Advisors Inc. 4.73% Add +5.5% 1,474,241 $15.6M
Squarepoint Ops LLC 0.03% Add +48.0% 1,452,232 $15.4M
Renaissance Technologies 0.02% Reduce -63.2% 1,381,409 $14.6M
First Trust Advisors LP 0.01% Reduce -8.8% 1,367,843 $14.5M
Verition Fund Management LLC 0.08% Add +4.4% 1,247,107 $13.2M
Trexquant Investment LP 0.13% Add +10.4% 1,226,530 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.0% 1,219,373 $12.9M
Aspen Grove Capital, LLC 2.00% Reduce -4.0% 1,110,391 $11.9M
Artemis Investment Management LLP 0.15% New 1,108,123 $11.7M
M&G PLC 0.07% Add +3.3% 1,063,427 $11.7M
Principal Financial Group Inc. 0.01% Reduce -0.7% 1,086,147 $11.5M
Jane Street Group, LLC 0.01% Add +405.1% 1,036,728 $11.0M
Jupiter Asset Management Ltd. 0.09% New 1,014,726 $10.8M
Rafferty Asset Management, LLC 0.03% Reduce -15.9% 1,002,908 $10.6M
Intech Investment Management LLC 0.09% Add +142.4% 978,713 $10.4M
Swiss National Bank 0.01% Add +1.5% 977,760 $10.4M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -8.1% 969,397 $10.3M
Citadel Advisors 0.01% Reduce -44.9% 933,451 $9.9M
First Eagle Investment Management, LLC 0.02% Add +0.2% 885,800 $9.4M
JPMorgan Chase & Co. 0.00% Reduce -7.2% 868,747 $9.2M
California Public Employees Retirement System 0.01% Reduce -0.1% 840,149 $8.9M
Algert Global LLC 0.15% Reduce -46.0% 836,872 $8.9M
Legal & General Group Plc 0.00% Reduce -2.3% 798,165 $8.5M
Voya Investment Management LLC 0.01% Add +0.9% 759,974 $8.1M
Bridgewater Associates 0.03% New 730,174 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -33.8% 727,331 $7.7M
Two Sigma Investments, LP 0.01% Add +255.8% 719,563 $7.6M
Citigroup Inc. 0.01% Reduce -33.6% 701,291 $7.4M
King Street Capital Management, L.P. 1.48% New 700,000 $7.4M
BNP Paribas Financial Markets 0.01% Add +571.0% 641,661 $6.8M
Marshall Wace, LLP 0.01% Reduce -20.3% 613,333 $6.5M
Ieq Capital, LLC 0.02% Add +31.6% 612,749 $6.5M
Quantbot Technologies LP 0.17% Reduce -10.5% 605,881 $6.4M
Wells Fargo & Company 0.00% Add +75.3% 605,866 $6.4M
Schonfeld Strategic Advisors LLC 0.04% Add +177.3% 602,699 $6.4M
Picton Mahoney Asset Management 0.08% New 588,434 $6.2M
Retirement Systems of Alabama 0.02% Reduce -0.0% 581,994 $6.2M
Maltese Capital Management LLC 0.93% Reduce -11.3% 570,000 $6.0M
Ameriprise Financial Inc. 0.00% Reduce -14.5% 551,752 $5.9M
Franklin Resources Inc. 0.00% Add +7.9% 532,594 $5.6M
Stieven Capital Advisors, L.P. 1.06% Reduce -56.5% 530,066 $5.6M
MetLife Investment Management, LLC 0.03% Reduce -3.5% 518,856 $5.5M
Hourglass Capital, LLC 1.23% Add +11.8% 515,166 $5.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.4% 503,320 $5.3M
Point72 Europe (London) LLP 0.29% New 502,400 $5.3M
Y-Intercept (Hong Kong) Ltd 0.12% Add +36.0% 487,330 $5.2M
California State Teachers Retirement System 0.01% Add +2.4% 480,406 $5.1M
Federated Hermes, Inc. 0.01% Add +11.4% 472,480 $5.0M
Comerica Bank 0.02% Reduce -2.4% 457,349 $4.8M
Polar Asset Management Partners Inc. 0.14% New 448,440 $4.8M
EJF Capital LP 2.62% Add +2.7% 424,855 $4.5M
ExodusPoint Capital Management, LP 0.06% New 412,106 $4.4M
Deutsche Bank AG 0.00% Add +11.5% 409,881 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 397,886 $4.2M
Elizabeth Park Capital Advisors, Ltd. 3.36% Add +4.8% 391,935 $4.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +6.6% 388,361 $4.1M
State Board of Administration of Florida Retirement System 0.01% Add +1.1% 382,916 $4.1M
Sei Investments Co. 0.00% Reduce -7.3% 376,384 $4.0M
Cerity Partners LLC 0.01% Add +32.6% 370,894 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Add +0.3% 366,797 $3.9M
J.W. Cole Advisors, Inc. 0.07% Add +0.0% 364,883 $3.9M
Segall Bryant & Hamill, LLC 0.05% Reduce -5.9% 342,371 $3.6M
Gabelli Funds LLC 0.02% Reduce -1.2% 334,538 $3.5M
Petiole USA ltd 2.43% No change 332,000 $3.5M
ProVise Management Group, LLC 0.26% No change 327,018 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +4.0% 307,157 $3.3M
Lighthouse Investment Partners, LLC 0.11% New 295,638 $3.1M
Caption Management, LLC 0.19% Add +1073.1% 290,000 $3.1M
New York State Teachers Retirement System 0.01% Reduce -0.3% 276,489 $2.9M
Man Group plc 0.01% Reduce -62.6% 272,015 $2.9M
Landscape Capital Management, L.L.C. 0.18% New 268,793 $2.8M
Knights of Columbus Asset Advisors LLC 0.16% Add +99.3% 258,002 $2.7M
Raymond James Financial Inc. 0.00% Add +6.0% 256,489 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -6.7% 256,334 $2.7M
Siena Capital Partners GP, LLC 0.78% No change 255,540 $2.7M
Russell Investments Group, Ltd. 0.00% Reduce -20.0% 230,125 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 225,471 $2.4M
Mariner, LLC 0.00% Add +17.7% 223,760 $2.4M
Mutual of America Capital Management LLC 0.02% Reduce -6.1% 222,306 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +29.5% 221,900 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +1.4% 219,738 $2.3M
Arax Advisory Partners 0.03% Add +5557.7% 219,008 $2.3M
SG Americas Securities, LLC 0.01% Add +793.0% 218,837 $2.3M
Janus Henderson Group PLC 0.00% No change 218,706 $2.3M
Brevan Howard Capital Management LP 0.03% Reduce -60.3% 212,142 $2.2M
Amalgamated Bank 0.02% Add +1.3% 211,959 $2.2M
Group One Trading LLC 0.07% New 211,295 $2.2M
Creative Planning 0.00% Add +94.3% 210,663 $2.2M
Nomura Holdings Inc. 0.01% New 192,304 $2.0M
Mackenzie Financial Corp. 0.00% Reduce -83.6% 179,502 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 174,763 $1.9M
O'shaughnessy Asset Management, LLC 0.01% Add +42.3% 172,801 $1.8M
Simplex Trading, LLC 0.04% Add +1488.5% 168,297 $1.8M
Handelsbanken Fonder AB 0.01% Add +90.9% 164,887 $1.7M
Engineers Gate Manager LP 0.02% Add +220.6% 159,978 $1.7M
SummitTX Capital, L.P. 0.07% New 154,026 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -95.8% 152,995 $1.6M
Graham Capital Management, L.P. 0.09% Add +24.2% 150,859 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.3% 150,767 $1.6M
Arizona State Retirement System 0.01% Add +1.5% 149,158 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -55.9% 146,544 $1.6M
Cwm, LLC 0.00% Add +56.6% 146,193 $1.6M
New York State Common Retirement Fund 0.00% Add +0.8% 145,783 $1.5M
Occudo Quantitative Strategies LP 0.19% Add +254.0% 144,102 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.4% 135,667 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 138,577 $1.5M
Stifel Financial Corp. 0.00% Reduce -37.5% 135,709 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -7.8% 134,661 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Add +23.8% 134,367 $1.4M
Louisiana State Employees Retirement System 0.02% No change 134,000 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -7.9% 130,779 $1.4M
Jaffetilchin Investment Partners, LLC 0.08% Add +75.6% 127,300 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.9% 123,540 $1.3M
Prudential Financial Inc. 0.00% Reduce -84.7% 122,061 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -15.4% 117,273 $1.2M
Dark Forest Capital Management LP 0.05% Add +369.5% 115,721 $1.2M
State of Michigan Retirement System 0.01% Add +0.1% 114,581 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -27.8% 111,500 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.9% 107,294 $1.1M
KLP Kapitalforvaltning As 0.00% No change 105,940 $1.1M
Investors Research Corp 0.20% No change 103,900 $1.1M
ProShare Advisors LLC 0.00% Reduce -14.2% 103,463 $1.1M
State of Wisconsin Investment Board 0.00% Add +0.9% 97,189 $1.0M
Oregon Public Employees Retirement Fund 0.01% No change 96,943 $1.0M
Pacer Advisors, Inc. 0.00% New 91,380 $969K
PNC Financial Services Group, Inc. 0.00% Add +85.8% 90,281 $957K
HighTower Advisors, LLC 0.00% Add +17.9% 89,142 $945K
Capital Fund Management S.A. 0.01% Add +85.0% 88,101 $934K
New Mexico Educational Retirement Board 0.03% No change 85,900 $911K
Wbi Investments, LLC 0.23% Reduce -5.3% 84,835 $899K
Jump Financial, LLC 0.01% Reduce -62.0% 80,000 $848K
Entropy Technologies, LP 0.06% New 79,650 $844K
LPL Financial LLC 0.00% Add +15.2% 79,629 $844K
Axq Capital, LP 0.32% Add +35.8% 79,613 $844K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.7% 79,357 $841K
Corient Private Wealth LP 0.00% Reduce -0.2% 77,894 $826K
iSAM Funds (UK) Ltd 0.17% New 75,863 $804K
Scientech Research LLC 0.28% Add +9.1% 75,613 $801K
NFSG Corp 0.12% Reduce -15.6% 74,815 $793K
State of Alaska, Department of Revenue 0.01% Add +40.1% 74,833 $792K
MQS Management LLC 0.45% New 72,624 $770K
Texas Yale Capital Corp. 0.02% No change 72,171 $765K
IMC-Chicago, LLC 0.01% New 70,268 $745K
Tidal Investments LLC 0.00% Add +294.8% 70,056 $743K
Pictet Asset Management Holding SA 0.00% Reduce -11.3% 68,885 $730K
Xponance LLC 0.01% Add +0.4% 68,445 $726K
Polymer Capital Management (US) LLC 0.10% New 68,394 $725K
Nisa Investment Advisors, LLC 0.00% Reduce -0.4% 66,500 $712K
Teacher Retirement System of Texas 0.00% Reduce -22.0% 66,037 $700K
Royal Bank of Canada 0.00% Reduce -77.5% 65,149 $690K
Ignite Planners, LLC 0.11% Reduce -5.2% 63,062 $668K
Gallagher Fiduciary Advisors, LLC 0.02% Add +1.9% 62,732 $665K
FLC Capital Advisors 0.13% No change 62,003 $657K
Atria Investments, Inc 0.01% Add +2.4% 61,826 $655K
Quantinno Capital Management LP 0.00% Add +63.9% 59,981 $636K
Allworth Financial LP 0.00% Add +2.0% 59,736 $633K
Captrust Financial Advisors 0.00% Add +17.0% 59,591 $632K
VAUGHAN & Co SECURITIES, INC. 0.33% Reduce -32.7% 58,751 $623K
Linden Thomas Advisory Services, LLC 0.06% Add +2.7% 58,581 $621K
1832 Asset Management L.P. 0.00% Reduce -2.8% 58,081 $616K
Headlands Technologies LLC 0.05% New 57,053 $605K
Valley Wealth Managers, Inc. 0.04% Add +0.1% 56,361 $597K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $585K
AlphaQuest LLC 0.04% Add +8.5% 53,413 $566K
Mercer Global Advisors Inc. 0.00% Add +161.6% 53,006 $562K
Osaic Holdings, Inc. 0.00% Add +74.7% 53,164 $562K
Jackson Square Capital, LLC 0.12% New 52,962 $561K
Alps Advisors Inc. 0.00% No change 52,954 $561K
CIBC Bancorp USA Inc. 0.00% — 51,736 $548K
Aviva PLC 0.00% New 50,945 $540K
STRS Ohio 0.00% No change 50,900 $540K
Focus Partners Wealth 0.00% Reduce -21.8% 50,467 $535K
Sykon Capital LLC 0.18% No change 50,000 $530K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $527K
NJ State Employees Deferred Compensation Plan 0.06% No change 49,600 $526K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +85.8% 49,186 $521K
Greenleaf Trust 0.00% Add +0.2% 48,525 $514K
Pallas Capital Advisors LLC 0.02% Add +7.8% 48,458 $514K
Fiduciary Trust Co 0.01% Add +20.4% 46,602 $494K
DRW Securities, LLC 0.03% Reduce -15.0% 46,318 $492K
CSS LLC 0.09% Reduce -18.2% 46,090 $489K
Guggenheim Capital LLC 0.00% Reduce -29.2% 45,603 $483K
Vinva Investment Management Ltd 0.01% New 29,522 $475K
First Manhattan Co. Llc. 0.00% No change 43,798 $469K
Ilex Capital Partners (UK) LLP 0.01% New 44,165 $468K
Teton Advisors, LLC 0.28% — 43,200 $458K
Bank of Montreal 0.00% Reduce -10.9% 43,022 $456K
Inspire Investing, LLC 0.04% Reduce -1.2% 42,995 $456K
Bayforest Capital Ltd 0.21% Reduce -33.9% 42,567 $451K
Tower Research Capital LLC (TRC) 0.01% Reduce -60.2% 42,557 $451K
Cornerstone Wealth Group, LLC 0.03% No change 38,410 $407K
Rockefeller Capital Management L.P. 0.00% Reduce -0.3% 37,765 $400K
Retirement Income Solutions, Inc. 0.07% New 37,097 $393K
Henshaw Capital LLC 0.01% Reduce -27.0% 36,512 $387K
Securian Asset Management, Inc. 0.01% Reduce -0.6% 36,050 $382K
Sequoia Financial Advisors, LLC 0.00% Add +33.8% 35,285 $374K
Cannell & Spears LLC 0.01% No change 35,000 $371K
Choreo, LLC 0.00% Add +111.0% 34,061 $365K
Cetera Investment Advisers 0.00% Add +0.8% 34,142 $362K
Inceptionr LLC 0.09% New 34,111 $362K
Focus Partners Advisor Solutions, LLC 0.00% Add +31.3% 32,932 $358K
FMR LLC 0.00% Add +7.8% 33,783 $358K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -1.6% 33,309 $353K
CI Investments Inc. 0.00% Reduce -11.7% 31,813 $337K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +0.0% 31,346 $335K
CIBC Private Wealth Group LLC 0.00% Add +16.9% 31,242 $331K
Merit Financial Group, LLC 0.00% Add +11.9% 30,334 $322K
Stephens Inc. 0.00% Reduce -0.4% 30,053 $319K
Profund Advisors LLC 0.01% Reduce -3.0% 29,995 $318K
Northwest & Ethical Investments L.P. 0.01% New 28,980 $307K
Smallwood Wealth Investment Management, LLC 0.15% No change 27,915 $296K
World Investment Advisors 0.01% No change 27,855 $295K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 27,641 $293K
Crossmark Global Holdings, Inc. 0.00% No change 27,427 $291K
Carnegie Lake Advisors LLC 0.11% No change 25,862 $274K
Sterling Capital Management LLC 0.00% Add +152.0% 25,647 $272K
Elo Mutual Pension Insurance Co 0.00% New 24,980 $265K
Equitable Holdings, Inc. 0.00% No change 24,442 $259K
Swiss Life Asset Management Ltd 0.00% Add +77.9% 23,883 $253K
111 Capital 0.05% New 23,623 $250K
Prime Capital Investment Advisors, LLC 0.00% No change 23,435 $248K
Private Advisor Group, LLC 0.00% Add +2.3% 23,428 $248K
Biltmore Family Office, LLC 0.04% No change 23,029 $247K
Cullen/Frost Bankers, Inc. 0.00% Add +15.0% 23,000 $244K
Kestra Investment Management, LLC 0.01% Reduce -54.8% 22,866 $242K
Sax Wealth Advisors, LLC 0.01% Add +0.5% 22,596 $240K
Kestra Advisory Services, LLC 0.00% Add +0.6% 22,503 $239K
HSBC Holdings PLC 0.00% Reduce -37.7% 22,378 $237K
SYM FINANCIAL Corp 0.03% Add +0.4% 22,261 $236K
Brown Brothers Harriman & Co. 0.00% No change 21,931 $232K
AE Wealth Management LLC 0.00% Add +66.1% 21,901 $232K
Paragon Capital Management Ltd 0.04% Reduce -4.7% 21,785 $231K
Forum Financial Management, LP 0.00% Add +0.1% 21,698 $230K
GTS Securities LLC 0.01% Reduce -17.0% 21,291 $226K
Cim Investment Management Inc. 0.06% Reduce -1.7% 20,757 $220K
Glenmede Investment Management, LP 0.00% No change 20,665 $219K
Concurrent Investment Advisors, LLC 0.00% Add +0.7% 20,135 $213K
Public Employees Retirement System of Ohio 0.00% Add +136.7% 19,962 $212K
Janney Montgomery Scott LLC 0.00% Reduce -38.8% 19,638 $208K
Natixis Advisors, LLC 0.00% Reduce -30.4% 19,544 $207K
Neuberger Berman Group LLC 0.00% Reduce -10.2% 19,469 $206K
Azimuth Capital Investment Management LLC 0.01% No change 19,450 $206K
Pinnacle Associates Ltd. 0.00% Reduce -4.5% 19,010 $202K
Summit Financial, LLC 0.00% No change 18,834 $200K
Waverly Advisors, LLC 0.00% Add +15.8% 18,597 $197K
Trust Point Inc. 0.02% Add +31.1% 18,449 $196K
Vise Technologies, Inc. 0.01% Reduce -16.9% 18,243 $193K
Transcend Capital Advisors, LLC 0.01% Add +11.7% 17,641 $187K
OneDigital Investment Advisors LLC 0.00% Add +1.0% 17,541 $186K
Jain Global LLC 0.00% New 17,487 $185K
Park Avenue Securities LLC 0.00% Reduce -28.8% 17,289 $183K
KMG Fiduciary Partners, LLC 0.01% New 17,133 $182K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.2% 17,043 $181K
Shelton Capital Management 0.00% No change 16,910 $179K
Savant Capital, LLC 0.00% Add +33.3% 16,568 $176K
Brighton Jones LLC 0.00% Add +56.0% 16,532 $175K
Advisory Services Network, LLC 0.00% Reduce -60.8% 16,108 $171K
Wealth Advisors of Tampa Bay, LLC 0.06% No change 15,979 $169K
Shufro Rose & Co. LLC 0.01% No change 19,000 $169K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $168K
Ritholtz Wealth Management 0.00% New 15,764 $167K
KBC Group NV 0.00% No change 15,309 $162K
PSI Advisors, LLC 0.04% Reduce -50.0% 15,250 $162K
Empowered Funds, LLC 0.00% Add +3.9% 15,224 $161K
CIBC Asset Management Inc 0.00% No change 15,224 $161K
Breakwater Capital Group 0.02% No change 15,137 $160K
Rodgers & Associates, LTD 0.02% No change 15,000 $159K
Bryn Mawr Trust Advisors, LLC 0.01% No change 14,915 $158K
Modera Wealth Management, LLC 0.00% No change 14,507 $154K
Fifth Third Wealth Advisors LLC 0.01% Add +2.3% 13,644 $145K
W Advisors, LLC 0.07% No change 13,339 $141K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 13,180 $140K
Covestor Ltd 0.08% Add +28.3% 13,155 $139K
Rothschild Investment LLC 0.01% Add +1192.8% 12,669 $134K
Abner Herrman & Brock LLC 0.01% New 12,650 $134K
Ledgewood Wealth Advisors, LLC 0.08% No change 12,617 $134K
Integrated Wealth Concepts LLC 0.00% Add +13.2% 12,567 $133K
Cruiser Capital Advisors, LLC 0.13% New 12,399 $131K
MML Investors Services, LLC 0.00% Reduce -0.0% 12,001 $127K
Gables Capital Management Inc. 0.05% No change 12,000 $127K
PFG Investments, LLC 0.01% Add +6.5% 11,726 $124K
EMC Capital Management 0.06% No change 11,675 $124K
M&T Bank Corp 0.00% New 11,719 $124K
Essential Partners LLC 0.04% Add +12.8% 11,522 $122K
Perigon Wealth Management, LLC 0.00% New 11,387 $121K
GAMMA Investing LLC 0.01% Add +16.3% 11,368 $121K
Connable Office Inc. 0.01% Add +2.9% 11,242 $119K
waypoint wealth counsel 0.05% New 11,214 $119K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -3.0% 11,185 $119K
Vident Advisory, LLC 0.00% Add +3.3% 10,777 $114K
Tokio Marine Asset Management Co. Ltd. 0.00% New 10,527 $112K
Hantz Financial Services, Inc. 0.00% Add +92.0% 10,310 $109K
CreativeOne Wealth, LLC 0.00% Reduce -27.9% 10,177 $108K
Sfmg, LLC 0.01% No change 10,156 $108K
Sivia Capital Partners, LLC 0.03% New 10,089 $107K
Evergreen Capital Management LLC 0.00% New 10,019 $107K
Blue Trust, Inc. 0.00% Add +199.4% 9,632 $102K
Shell Asset Management Co. 0.01% Reduce -63.3% 8,085 $86K
Signaturefd, LLC 0.00% Reduce -1.5% 6,789 $72K
EverSource Wealth Advisors, LLC 0.00% Add +7.7% 6,337 $67K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $66K
Global Retirement Partners, LLC 0.00% Reduce -2.0% 6,047 $64K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 5,448 $58K
UMB Bank, n.a. 0.00% No change 5,432 $58K
NewEdge Advisors, LLC 0.00% Add +1.2% 5,421 $57K
Danske Bank A/S 0.00% No change 5,200 $55K
Asset Dedication, LLC 0.00% No change 4,725 $50K
Smartleaf Asset Management LLC 0.00% Add +77.4% 4,574 $48K
Brown, Lisle/Cummings, Inc. 0.01% No change 4,400 $47K
Atlantic Union Bankshares Corp 0.00% No change 4,381 $46K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 3,946 $42K
Parallel Advisors, LLC 0.00% Add +28.6% 3,492 $37K
Key Financial Inc 0.01% No change 3,494 $37K
US Bancorp \de 0.00% Reduce -14.7% 3,472 $37K
Fifth Third Bancorp 0.00% Reduce -3.0% 3,454 $37K
Optiver Holding B.V. 0.00% Reduce -2.7% 3,364 $36K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -87.6% 3,306 $35K
Harbor Capital Advisors, Inc. 0.00% Reduce -0.8% 3,073 $33K
Bessemer Group Inc. 0.00% Add +2.5% 2,827 $31K
Wealthspire Advisors, LLC 0.00% New 2,863 $30K
True Wealth Design, LLC 0.01% Add +6.5% 2,854 $30K
IFP Advisors, Inc 0.00% Add +26.3% 2,853 $30K
Farther Finance Advisors, LLC 0.00% Reduce -25.5% 2,328 $25K
Versant Capital Management, Inc 0.00% No change 2,302 $24K
Quadrant Capital Group LLC 0.00% New 2,187 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $22K
Rise Advisors, LLC 0.01% No change 2,114 $22K
First Horizon Corp. 0.00% — 2,111 $22K
Quent Capital, LLC 0.00% New 1,710 $18K
Root Financial Partners, LLC 0.00% New 1,462 $15K
Caitong International Asset Management Co., Ltd 0.01% New 1,424 $15K
Clearstead Advisors, LLC 0.00% Add +227.0% 1,259 $13K
SBI Securities Co., Ltd. 0.00% Add +7.4% 1,220 $13K
LRI Investments, LLC 0.00% No change 1,109 $12K
MAI Capital Management 0.00% Reduce -13.6% 1,027 $11K
McIlrath & Eck, LLC 0.00% No change 900 $10K
Prestige Wealth Management Group LLC 0.00% Add +166.7% 800 $9K
Larson Financial Group LLC 0.00% Add +374.6% 783 $8K
Clearstead Trust, LLC 0.00% Add +9.6% 684 $7K
PEAK6 LLC 0.00% Reduce -89.0% 633 $7K
Hemington Wealth Management 0.00% Add +8.7% 660 $6K
Parkside Financial Bank & Trust 0.00% No change 522 $6K
Fortitude Family Office, LLC 0.00% No change 515 $5K
Private Wealth Management Group, LLC 0.00% No change 416 $4K
Farmers & Merchants Investments Inc. 0.00% Add +5.2% 403 $4K
WPG Advisers, LLC 0.00% Reduce -16.7% 364 $4K
Assetmark, Inc. 0.00% Reduce -3.8% 353 $4K
Bangor Savings Bank 0.00% No change 350 $4K
Physician Wealth Advisors, Inc. 0.00% Add +26.1% 300 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 279 $3K
Kilter Group LLC 0.00% Add +163.8% 277 $3K
Sunbelt Securities, Inc. 0.00% New 242 $3K
Bell Investment Advisors, Inc 0.00% Reduce -35.0% 208 $2K
Montag A & Associates Inc. 0.00% No change 200 $2K
Stone House Investment Management, LLC 0.00% New 193 $2K
Quarry LP 0.00% Reduce -95.6% 122 $1K
Jones Financial Companies LLLP 0.00% No change 121 $1K
Private Trust Co. NA 0.00% No change 120 $1K
Principal Securities, Inc. 0.00% No change 102 $1K
Goodman Advisory Group, LLC 0.00% No change 100 $1K
Financial Consulate, Inc. 0.00% New 98 $1K
Cloud Capital Management, LLC 0.00% New 116 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 90 $942
Raffa Wealth Management, LLC 0.00% No change 83 $880
MV Capital Management, Inc. 0.00% No change 69 $732
JFS Wealth Advisors, LLC 0.00% No change 65 $689
SJS Investment Consulting Inc. 0.00% No change 59 $626
HFM Investment Advisors, LLC 0.00% Add +23.5% 42 $445
Rialto Wealth Management, LLC 0.00% Add +36.7% 41 $435
Bear Mountain Capital, Inc. 0.00% New 35 $359
Huntington National Bank 0.00% No change 32 $339
Bay Harbor Wealth Management, LLC 0.00% Add +93.8% 31 $332
Tortoise Investment Management, LLC 0.00% New 5 $53
Trust Co. of Vermont 0.00% No change 1 $11
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.