Valley National BancorpVLY

13F holders, Q4 2025 (December 31)
456holders +48
73new positions
38sold out
7famous investors
$11.69avg. 13F price*

At the end of Q4 2025, 456 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 48 from Q3 2025. 73 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($822.9M), Vanguard Group Inc. ($577.4M) and Dimensional Fund Advisors LP ($354.9M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions73$146.9M
Exits38$230.5M

All 13F filers, Q3 2025 → Q4 2025: 45,999,724 shares bought and 55,509,816 shares sold, net −9,510,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 456 holders

BlackRock, Inc. 0.01% Add +0.3% 70,450,661 $822.9M
Vanguard Group Inc. 0.01% Reduce -0.8% 49,436,426 $577.4M
Dimensional Fund Advisors LP 0.07% Reduce -0.3% 30,381,861 $354.9M
State Street Corp. 0.01% Reduce -5.1% 26,183,353 $308.8M
Nomura Asset Management International Inc. 0.23% — 13,253,172 $154.8M
Geode Capital Management, LLC 0.01% Add +1.9% 13,029,085 $152.2M
Wellington Management Group LLP 0.02% Reduce -28.0% 11,702,499 $136.7M
Millennium Management 0.07% Reduce -16.5% 7,999,391 $93.4M
Azora Capital LP 5.74% Reduce -19.8% 7,798,088 $91.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.6% 7,717,777 $90.1M
Goldman Sachs Group Inc. 0.01% Reduce -8.3% 7,399,285 $86.4M
Fuller & Thaler Asset Management, Inc. 0.28% Reduce -19.1% 6,971,067 $81.4M
Marshall Wace, LLP 0.08% Add +1013.8% 6,831,049 $79.8M
Norges Bank 0.01% — 6,126,225 $71.6M
American Century Companies Inc. 0.04% Reduce -0.8% 6,092,274 $71.2M
AQR Capital Management 0.04% Add +3.9% 6,024,409 $70.4M
Morgan Stanley 0.00% Add +39.6% 5,715,459 $66.8M
Northern Trust Corp. 0.01% Reduce -6.1% 5,388,894 $62.9M
Point72 Asset Management 0.10% New 5,371,550 $62.7M
Squarepoint Ops LLC 0.12% Add +260.8% 5,239,435 $61.2M
Bank of New York Mellon Corp 0.01% Reduce -20.6% 4,781,637 $55.8M
UBS Group AG 0.01% Reduce -22.0% 4,577,301 $53.5M
Jane Street Group, LLC 0.06% Add +280.5% 3,944,348 $46.1M
Artemis Investment Management LLP 0.55% Add +252.9% 3,910,203 $45.7M
Voya Investment Management LLC 0.05% Add +402.2% 3,816,821 $44.6M
Bank of America Corp. 0.00% Add +3.8% 3,629,118 $42.4M
Voloridge Investment Management, LLC 0.12% Reduce -12.9% 3,035,529 $35.5M
HRT Financial LP 0.11% Add +23.4% 2,935,601 $34.3M
Wedge Capital Management L L P 0.59% Reduce -24.8% 2,817,726 $32.9M
Invesco Ltd. 0.00% Reduce -8.3% 2,660,256 $31.1M
Nuveen, LLC 0.01% Reduce -2.9% 2,593,255 $30.3M
Barclays PLC 0.01% Add +15.3% 2,494,461 $29.1M
Victory Capital Management Inc. 0.01% Reduce -73.0% 2,246,876 $26.2M
Leeward Investments, LLC - MA 1.13% Add +20.3% 1,911,465 $22.3M
Alliancebernstein L.P. 0.01% Add +7.4% 1,702,191 $19.9M
Basswood Capital Management, L.L.C. 0.85% Reduce -14.5% 1,654,877 $19.3M
LSV Asset Management 0.04% Reduce -0.1% 1,520,700 $17.8M
Rhumbline Advisers 0.01% Reduce -7.9% 1,468,908 $17.2M
Bridgewater Associates 0.06% Add +100.8% 1,465,999 $17.1M
Mackenzie Financial Corp. 0.02% Add +708.4% 1,451,043 $17.1M
Picton Mahoney Asset Management 0.17% Add +131.1% 1,359,628 $15.9M
Qube Research & Technologies Ltd 0.02% New 1,347,538 $15.7M
First Trust Advisors LP 0.01% Reduce -2.7% 1,331,126 $15.5M
Jacobs Levy Equity Management, Inc. 0.06% New 1,314,369 $15.4M
Cander Asset Management LP 2.80% — 1,297,210 $15.2M
Endeavour Capital Advisors Inc. 4.21% Reduce -12.1% 1,296,618 $15.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.1% 1,269,250 $14.8M
Trexquant Investment LP 0.13% Add +0.5% 1,232,385 $14.4M
M&G PLC 0.07% Add +9.4% 1,163,685 $14.0M
JPMorgan Chase & Co. 0.00% Add +36.1% 1,182,622 $13.8M
Prudential Financial Inc. 0.02% Add +810.7% 1,111,661 $13.0M
Aspen Grove Capital, LLC 2.23% Reduce -1.6% 1,092,918 $12.9M
Principal Financial Group Inc. 0.01% Reduce -4.2% 1,040,963 $12.2M
Verition Fund Management LLC 0.07% Reduce -18.6% 1,015,424 $11.9M
Ameriprise Financial Inc. 0.00% Add +81.4% 1,000,842 $11.7M
Swiss National Bank 0.01% Add +1.6% 993,260 $11.6M
Polar Asset Management Partners Inc. 0.29% Add +115.6% 966,974 $11.3M
Two Sigma Investments, LP 0.02% Add +33.4% 959,771 $11.2M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -1.1% 958,681 $11.2M
First Eagle Investment Management, LLC 0.02% Reduce -0.3% 883,000 $10.3M
California Public Employees Retirement System 0.01% Add +4.1% 874,882 $10.2M
Franklin Resources Inc. 0.00% Add +55.0% 825,278 $9.6M
Tudor Investment Corporation 0.05% New 806,127 $9.4M
ExodusPoint Capital Management, LP 0.10% Add +85.7% 765,177 $8.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 762,303 $8.9M
Two Sigma Advisers, LP 0.02% Add +577.0% 754,900 $8.8M
Algert Global LLC 0.14% Reduce -11.3% 742,442 $8.7M
Legal & General Group Plc 0.00% Reduce -7.3% 739,945 $8.6M
Ieq Capital, LLC 0.03% Add +17.1% 717,480 $8.4M
Rafferty Asset Management, LLC 0.03% Reduce -29.4% 708,238 $8.3M
Freestone Grove Partners LP 0.06% Reduce -75.0% 650,798 $7.6M
Citigroup Inc. 0.01% Reduce -9.4% 635,660 $7.4M
Wells Fargo & Company 0.00% Add +4.1% 630,511 $7.4M
Retirement Systems of Alabama 0.02% Reduce -1.1% 575,555 $6.7M
Dark Forest Capital Management LP 0.31% Add +396.5% 574,542 $6.7M
Jain Global LLC 0.07% Add +3184.3% 574,322 $6.7M
Citadel Advisors 0.00% Reduce -38.8% 571,731 $6.7M
Lighthouse Investment Partners, LLC 0.21% Add +83.8% 543,313 $6.3M
Hourglass Capital, LLC 1.32% Add +1.4% 522,136 $6.1M
Man Group plc 0.01% Add +85.8% 505,403 $5.9M
MetLife Investment Management, LLC 0.03% Reduce -5.2% 492,005 $5.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 481,440 $5.6M
California State Teachers Retirement System 0.01% Reduce -0.1% 479,904 $5.6M
Cerity Partners LLC 0.01% Add +28.9% 478,203 $5.6M
Comerica Bank 0.02% Reduce -4.6% 436,228 $5.1M
Maltese Capital Management LLC 0.92% Reduce -23.9% 434,000 $5.1M
Occudo Quantitative Strategies LP 0.33% Add +193.8% 423,429 $4.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +6.2% 412,496 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +3.5% 411,846 $4.8M
Raymond James Financial Inc. 0.00% Add +59.1% 407,980 $4.8M
State Board of Administration of Florida Retirement System 0.01% Add +1.4% 388,364 $4.5M
Deutsche Bank AG 0.00% Reduce -5.3% 387,977 $4.5M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -20.8% 386,175 $4.5M
Creative Planning 0.00% Add +77.8% 374,507 $4.4M
Great Lakes Advisors, LLC 0.04% New 370,765 $4.3M
EJF Capital LP 2.40% Reduce -15.0% 361,078 $4.2M
J.W. Cole Advisors, Inc. 0.10% Reduce -0.1% 364,429 $4.2M
Segall Bryant & Hamill, LLC 0.06% Add +5.0% 359,401 $4.2M
Elizabeth Park Capital Advisors, Ltd. 3.45% Reduce -8.4% 358,935 $4.2M
Intech Investment Management LLC 0.04% Reduce -64.0% 352,677 $4.1M
Weiss Asset Management LP 0.07% New 335,536 $3.9M
Gabelli Funds LLC 0.03% No change 334,538 $3.9M
ProVise Management Group, LLC 0.27% No change 327,018 $3.8M
Aquatic Capital Management LLC 0.10% New 316,082 $3.7M
Engineers Gate Manager LP 0.04% Add +92.7% 308,307 $3.6M
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 303,749 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -20.4% 291,794 $3.4M
Russell Investments Group, Ltd. 0.00% Add +19.9% 275,996 $3.2M
Sei Investments Co. 0.00% Reduce -26.9% 275,233 $3.2M
Capital Fund Management S.A. 0.03% Add +211.3% 274,286 $3.2M
Bessemer Group Inc. 0.00% Add +9569.5% 273,356 $3.2M
New York State Teachers Retirement System 0.01% Reduce -1.7% 271,754 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% New 264,597 $3.1M
Siena Capital Partners GP, LLC 0.80% No change 255,540 $3.0M
Knights of Columbus Asset Advisors LLC 0.17% Reduce -3.2% 249,757 $2.9M
Pathstone Holdings, LLC 0.01% Reduce -2.6% 249,708 $2.9M
Mariner, LLC 0.00% Add +9.0% 243,879 $2.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +8.9% 241,700 $2.8M
Oliver Luxxe Assets LLC 0.41% New 232,387 $2.7M
Caption Management, LLC 0.12% Reduce -20.7% 230,000 $2.7M
State of Tennessee, Department of Treasury 0.01% Add +22.9% 214,791 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 225,341 $2.6M
Janus Henderson Group PLC 0.00% No change 218,706 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.2% 206,201 $2.4M
Amalgamated Bank 0.02% Reduce -4.6% 202,119 $2.4M
Mutual of America Capital Management LLC 0.02% Reduce -10.2% 199,583 $2.3M
Brevan Howard Capital Management LP 0.05% Reduce -8.6% 194,008 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -75.2% 180,571 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +2.5% 177,160 $2.1M
Graham Capital Management, L.P. 0.10% Add +15.0% 173,528 $2.0M
Successful Portfolios LLC 1.00% New 163,591 $2.0M
Public Employees Retirement System of Ohio 0.01% Add +709.0% 161,494 $1.9M
Cwm, LLC 0.01% Add +10.3% 161,221 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.7% 155,610 $1.9M
Stieven Capital Advisors, L.P. 0.34% Reduce -70.1% 158,666 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +34.2% 157,423 $1.8M
Handelsbanken Fonder AB 0.01% Reduce -7.0% 153,387 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 148,002 $1.7M
Homestead Advisers Corp 0.05% New 148,200 $1.7M
New York State Common Retirement Fund 0.00% Add +0.8% 146,883 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -77.4% 144,910 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -1.8% 143,942 $1.7M
Acadian Asset Management LLC 0.00% New 141,910 $1.7M
Arizona State Retirement System 0.01% Reduce -5.8% 140,516 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 138,577 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -1.0% 132,700 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.9% 131,834 $1.5M
Jump Financial, LLC 0.02% Add +64.1% 131,300 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -2.7% 127,286 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.9% 120,008 $1.4M
Cetera Investment Advisers 0.00% Add +246.4% 118,266 $1.4M
Balyasny Asset Management L.P. 0.00% Reduce -23.1% 117,655 $1.4M
Group One Trading LLC 0.04% Reduce -46.1% 113,897 $1.3M
State of Michigan Retirement System 0.01% Reduce -1.1% 113,281 $1.3M
KLP Kapitalforvaltning As 0.00% Add +1.7% 107,740 $1.3M
ProShare Advisors LLC 0.00% Add +4.3% 107,905 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.0% 107,297 $1.3M
Quantinno Capital Management LP 0.00% Add +74.7% 104,789 $1.2M
Investors Research Corp 0.22% Reduce -1.3% 102,575 $1.2M
Oregon Public Employees Retirement Fund 0.01% Reduce -1.6% 95,443 $1.1M
Axq Capital, LP 0.25% Add +18.9% 94,631 $1.1M
Stifel Financial Corp. 0.00% Reduce -33.2% 90,647 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 88,494 $1.0M
HighTower Advisors, LLC 0.00% Reduce -2.0% 87,387 $1.0M
Atria Investments, Inc 0.01% Add +39.3% 86,090 $1.0M
New Mexico Educational Retirement Board 0.03% No change 85,900 $1.0M
1832 Asset Management L.P. 0.00% Add +43.8% 83,490 $975K
World Investment Advisors 0.02% Add +195.9% 82,417 $963K
Royal Bank of Canada 0.00% Add +24.8% 81,286 $950K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.9% 80,097 $936K
Point Nemo Capital, LLC 0.91% — 78,749 $920K
XTX Topco Ltd 0.02% New 75,470 $881K
DRW Securities, LLC 0.07% Add +62.9% 75,447 $881K
NFSG Corp 0.14% No change 74,815 $874K
Pictet Asset Management Holding SA 0.00% Add +6.5% 73,391 $857K
SG Americas Securities, LLC 0.00% Reduce -66.5% 73,341 $857K
Texas Yale Capital Corp. 0.03% No change 72,171 $843K
LPL Financial LLC 0.00% Reduce -10.1% 71,584 $836K
State of Alaska, Department of Revenue 0.01% Reduce -4.4% 71,520 $834K
Jupiter Asset Management Ltd. 0.01% Reduce -93.0% 71,235 $832K
State of Wisconsin Investment Board 0.00% Reduce -29.9% 68,126 $796K
Gallagher Fiduciary Advisors, LLC 0.03% Add +7.8% 67,617 $790K
Nisa Investment Advisors, LLC 0.00% Reduce -0.5% 66,144 $780K
SummitTX Capital, L.P. 0.02% Reduce -56.8% 66,601 $778K
Schonfeld Strategic Advisors LLC 0.00% Reduce -89.1% 65,915 $770K
AlphaQuest LLC 0.04% Add +23.4% 65,890 $770K
Mercer Global Advisors Inc. 0.00% Add +24.1% 65,753 $768K
Captrust Financial Advisors 0.00% Add +7.8% 64,213 $750K
FMR LLC 0.00% Add +85.0% 62,485 $730K
Campbell & CO Investment Adviser LLC 0.03% New 62,223 $727K
Focus Partners Wealth 0.00% Add +21.3% 61,206 $707K
Allworth Financial LP 0.00% Add +0.6% 60,113 $702K
Xponance LLC 0.01% Reduce -13.9% 58,907 $688K
Linden Thomas Advisory Services, LLC 0.07% Reduce -0.4% 58,363 $682K
Pacer Advisors, Inc. 0.00% Reduce -37.2% 57,349 $670K
Northwest & Ethical Investments L.P. 0.02% Add +96.1% 56,834 $669K
VAUGHAN & Co SECURITIES, INC. 0.34% Reduce -3.5% 56,681 $662K
Valley Wealth Managers, Inc. 0.04% Add +0.1% 56,404 $659K
Ignite Planners, LLC 0.10% Reduce -17.1% 52,256 $651K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $644K
Evolve Private Wealth, LLC 0.04% — 54,382 $641K
Walleye Capital LLC 0.00% New 54,501 $637K
Sequoia Financial Advisors, LLC 0.00% Add +54.2% 54,404 $635K
Osaic Holdings, Inc. 0.00% Add +0.5% 53,402 $624K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -58.4% 53,004 $619K
Alps Advisors Inc. 0.00% No change 52,954 $619K
Quantbot Technologies LP 0.02% Reduce -91.3% 52,834 $617K
Martingale Asset Management L P 0.01% New 50,336 $588K
Sykon Capital LLC 0.19% No change 50,000 $584K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $581K
Federated Hermes, Inc. 0.00% Reduce -89.6% 49,349 $576K
Headlands Technologies LLC 0.05% Reduce -14.3% 48,875 $571K
Pallas Capital Advisors LLC 0.02% Add +0.7% 48,776 $570K
Greenleaf Trust 0.01% Reduce -0.0% 48,510 $567K
Vinva Investment Management Ltd 0.01% Add +8.3% 31,968 $562K
Neuberger Berman Group LLC 0.00% Add +128.3% 44,445 $519K
Severin Investments, LLC 0.46% New 44,248 $517K
Bank of Montreal 0.00% Add +2.1% 43,940 $513K
Fiduciary Trust Co 0.01% Reduce -6.3% 43,644 $510K
Evergreen Capital Management LLC 0.01% Add +324.6% 42,536 $501K
Havemeyer Place LP 0.10% — 42,300 $494K
Teton Advisors, LLC 0.34% Reduce -2.8% 42,000 $491K
STRS Ohio 0.00% Reduce -17.7% 41,900 $489K
First Manhattan Co. Llc. 0.00% Reduce -6.8% 40,798 $481K
Inspire Investing, LLC 0.04% Reduce -7.0% 39,990 $467K
AE Wealth Management LLC 0.00% Add +82.5% 39,963 $467K
Jackson Creek Investment Advisors LLC 0.14% New 39,154 $457K
Rockefeller Capital Management L.P. 0.00% Add +3.2% 38,985 $455K
Merit Financial Group, LLC 0.00% Add +28.4% 38,953 $455K
Corient Private Wealth LP 0.00% Reduce -50.5% 38,529 $450K
Amundi 0.00% New 38,352 $448K
Ensign Peak Advisors, Inc 0.00% Reduce -71.6% 38,246 $447K
Aviva PLC 0.00% Reduce -25.3% 38,082 $445K
Global Retirement Partners, LLC 0.01% Add +514.9% 37,184 $434K
Retirement Income Solutions, Inc. 0.07% No change 37,097 $433K
Sterling Capital Management LLC 0.01% Add +42.0% 36,416 $425K
Elo Mutual Pension Insurance Co 0.01% Add +44.9% 36,188 $423K
WINTON GROUP Ltd 0.01% New 35,700 $417K
Cannell & Spears LLC 0.01% No change 35,000 $409K
Securian Asset Management, Inc. 0.02% Reduce -3.0% 34,949 $408K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -29.4% 34,728 $406K
Watershed Asset Management, L.L.C. 0.38% — 34,619 $404K
Guggenheim Capital LLC 0.00% Reduce -25.1% 34,135 $399K
Farringdon Capital, Ltd. 0.10% New 33,667 $393K
CIBC Private Wealth Group LLC 0.00% Add +7.7% 33,646 $393K
Cibc World Markets Corp. 0.00% — 32,108 $375K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +0.4% 31,484 $370K
PSI Advisors, LLC 0.09% Add +100.0% 30,500 $356K
Virtus Advisers, LLC 0.17% New 30,200 $353K
Qsemble Capital Management, LP 0.03% New 30,168 $352K
Fieldview Capital Management, LLC 0.06% New 29,935 $350K
Profund Advisors LLC 0.01% Reduce -2.1% 29,373 $343K
Cornerstone Wealth Group, LLC 0.02% Reduce -24.0% 29,193 $341K
Jefferies Financial Group Inc. 0.00% New 28,094 $328K
Smallwood Wealth Investment Management, LLC 0.17% No change 27,915 $326K
Choreo, LLC 0.00% Reduce -19.9% 27,291 $325K
Mirabella Financial Services LLP 0.03% New 27,648 $323K
Inceptionr LLC 0.09% Reduce -19.2% 27,563 $322K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.1% 27,134 $317K
Brooklyn Investment Group 0.01% New 26,311 $312K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 26,542 $310K
GMO 0.00% New 26,171 $306K
Janney Montgomery Scott LLC 0.00% Add +32.0% 25,929 $303K
Carnegie Lake Advisors LLC 0.12% No change 25,862 $302K
Simplex Trading, LLC 0.01% Reduce -85.0% 25,326 $296K
Equitable Holdings, Inc. 0.00% No change 24,442 $285K
Teacher Retirement System of Texas 0.00% Reduce -63.7% 23,947 $280K
Swiss Life Asset Management Ltd 0.00% No change 23,883 $279K
Sax Wealth Advisors, LLC 0.01% Add +5.3% 23,794 $278K
Hantz Financial Services, Inc. 0.00% Add +129.6% 23,671 $276K
Private Advisor Group, LLC 0.00% Add +0.6% 23,561 $275K
Tidal Investments LLC 0.00% Reduce -66.4% 23,556 $275K
Prime Capital Investment Advisors, LLC 0.00% No change 23,435 $274K
Versor Investments LP 0.04% New 23,400 $273K
Biltmore Family Office, LLC 0.04% No change 23,029 $272K
MQS Management LLC 0.16% Reduce -68.0% 23,236 $271K
Cullen/Frost Bankers, Inc. 0.00% No change 23,000 $269K
FLC Capital Advisors 0.05% Reduce -63.0% 22,964 $268K
Kestra Advisory Services, LLC 0.00% Add +0.5% 22,625 $264K
Brown Brothers Harriman & Co. 0.00% Add +1.9% 22,340 $261K
SYM FINANCIAL Corp 0.03% Add +0.2% 22,305 $261K
Abel Hall, LLC 0.06% New 22,023 $257K
Paragon Capital Management Ltd 0.05% Add +1.1% 22,013 $257K
HSBC Holdings PLC 0.00% Reduce -3.0% 21,705 $254K
Forum Financial Management, LP 0.00% No change 21,698 $253K
Natixis Advisors, LLC 0.00% Add +8.4% 21,192 $248K
Aigen Investment Management, LP 0.06% New 21,205 $248K
Cim Investment Management Inc. 0.06% No change 20,757 $242K
Savant Capital, LLC 0.00% Add +21.6% 20,140 $235K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -40.5% 19,593 $229K
Azimuth Capital Investment Management LLC 0.01% No change 19,450 $227K
Waverly Advisors, LLC 0.00% Add +4.4% 19,422 $227K
Pinnacle Associates Ltd. 0.00% Add +1.6% 19,317 $226K
Summit Financial, LLC 0.00% No change 18,834 $222K
Shufro Rose & Co. LLC 0.02% No change 19,000 $222K
State of Wyoming 0.02% New 18,225 $213K
Bayforest Capital Ltd 0.16% Reduce -57.4% 18,118 $212K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 17,741 $207K
Bleakley Financial Group, LLC 0.00% New 17,586 $205K
Park Avenue Securities LLC 0.00% Add +1.3% 17,513 $205K
Vise Technologies, Inc. 0.00% Reduce -5.7% 17,210 $201K
KMG Fiduciary Partners, LLC 0.01% No change 17,133 $200K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 17,066 $200K
Shelton Capital Management 0.00% No change 16,910 $198K
Concurrent Investment Advisors, LLC 0.00% Reduce -16.8% 16,763 $196K
Ritholtz Wealth Management 0.00% Add +5.6% 16,652 $194K
AlphaGrep UK Ltd 0.06% — 16,602 $194K
PharVision Advisers, LLC 0.10% New 16,368 $191K
Jackson Square Capital, LLC 0.04% Reduce -69.5% 16,173 $189K
Wealth Advisors of Tampa Bay, LLC 0.06% No change 15,979 $187K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $185K
KBC Group NV 0.00% No change 15,309 $179K
CIBC Asset Management Inc 0.00% No change 15,224 $178K
Breakwater Capital Group 0.02% No change 15,137 $177K
Bryn Mawr Trust Advisors, LLC 0.01% Add +1.3% 15,109 $176K
Rodgers & Associates, LTD 0.02% No change 15,000 $175K
Cary Street Partners Financial LLC 0.00% New 14,843 $173K
Modera Wealth Management, LLC 0.00% Add +0.4% 14,568 $170K
Citizens Financial Group Inc. 0.00% New 14,325 $169K
Gsa Capital Partners LLP 0.01% New 14,387 $168K
Pinnacle Wealth Planning Services, Inc. 0.02% New 14,251 $166K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.5% 14,173 $166K
Bailard, Inc. 0.00% New 14,200 $166K
GAMMA Investing LLC 0.01% Add +24.8% 14,189 $166K
Zacks Investment Management 0.00% New 14,048 $164K
PEAK6 LLC 0.00% Add +2099.8% 13,925 $163K
Envestnet Asset Management Inc. 0.00% New 13,718 $160K
Entropy Technologies, LP 0.01% Reduce -82.9% 13,643 $159K
Rothschild Investment LLC 0.01% Add +7.3% 13,592 $159K
Hollow Brook Wealth Management LLC 0.04% New 13,539 $158K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.0% 13,365 $156K
W Advisors, LLC 0.08% No change 13,339 $156K
McGuire Capital Advisors Inc. 0.10% — 13,259 $155K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.9% 13,229 $155K
Marble Wealth, LLC 0.02% — 13,129 $153K
Abner Herrman & Brock LLC 0.02% No change 12,650 $148K
Ledgewood Wealth Advisors, LLC 0.08% No change 12,617 $147K
Cruiser Capital Advisors, LLC 0.12% No change 12,399 $145K
Van Hulzen Asset Management, LLC 0.01% New 12,300 $144K
Perigon Wealth Management, LLC 0.00% Add +6.2% 12,087 $141K
HB Wealth Management, LLC 0.00% New 12,060 $141K
MML Investors Services, LLC 0.00% Add +0.4% 12,046 $141K
Gables Capital Management Inc. 0.06% No change 12,000 $140K
Essential Partners LLC 0.04% Add +3.8% 11,956 $140K
Glenmede Trust Co. NA 0.00% — 11,929 $139K
PFG Investments, LLC 0.01% Add +0.4% 11,774 $138K
Vident Advisory, LLC 0.00% Add +9.1% 11,760 $137K
Sanctuary Advisors, LLC 0.00% New 11,597 $135K
Stevens Capital Management LP 0.05% New 11,470 $134K
United Capital Financial Advisors, LLC 0.00% New 11,458 $134K
Integrated Wealth Concepts LLC 0.00% Reduce -9.2% 11,406 $133K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 11,185 $131K
Meeder Advisory Services, Inc. 0.01% New 10,766 $126K
PCM Encore, LLC 0.03% — 10,737 $125K
Premier Path Wealth Partners, LLC 0.02% New 10,669 $125K
Kestra Investment Management, LLC 0.00% Reduce -53.8% 10,556 $123K
Ingalls & Snyder LLC 0.00% New 10,560 $123K
Journey Strategic Wealth LLC 0.00% New 10,421 $122K
CreativeOne Wealth, LLC 0.00% No change 10,177 $119K
Sfmg, LLC 0.01% No change 10,156 $119K
Evoke Wealth, LLC 0.00% New 10,030 $118K
Sivia Capital Partners, LLC 0.02% Reduce -0.6% 10,026 $117K
EMC Capital Management 0.05% Reduce -15.0% 9,924 $116K
Blue Trust, Inc. 0.00% Reduce -4.3% 9,222 $108K
Covestor Ltd 0.05% Reduce -37.8% 8,187 $96K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +42.3% 7,750 $91K
Smartleaf Asset Management LLC 0.00% Add +52.2% 6,961 $82K
Signaturefd, LLC 0.00% Add +0.6% 6,832 $80K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $72K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.2% 6,137 $72K
UMB Bank, n.a. 0.00% Add +12.8% 6,128 $72K
NewEdge Advisors, LLC 0.00% Add +1.0% 5,474 $64K
Danske Bank A/S 0.00% No change 5,200 $61K
Eurizon Capital SGR S.p.A. 0.00% — 5,120 $60K
Brown, Lisle/Cummings, Inc. 0.01% No change 4,400 $51K
Atlantic Union Bankshares Corp 0.00% No change 4,381 $51K
Parallel Advisors, LLC 0.00% Add +24.5% 4,347 $51K
Key Financial Inc 0.01% No change 3,494 $41K
US Bancorp \de 0.00% Add +0.3% 3,483 $41K
Fifth Third Bancorp 0.00% Reduce -0.2% 3,446 $40K
Geneos Wealth Management Inc. 0.00% New 3,374 $39K
Walleye Trading LLC 0.00% New 3,264 $38K
First Horizon Corp. 0.00% Add +52.5% 3,219 $38K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 3,021 $35K
Farther Finance Advisors, LLC 0.00% Add +24.3% 2,894 $34K
True Wealth Design, LLC 0.01% Reduce -0.3% 2,847 $33K
Optiver Holding B.V. 0.00% Reduce -16.4% 2,814 $33K
Quadrant Capital Group LLC 0.00% Add +25.5% 2,744 $32K
IFP Advisors, Inc 0.00% Reduce -12.5% 2,496 $29K
Versant Capital Management, Inc 0.00% Reduce -1.0% 2,279 $27K
Los Angeles Capital Management LLC 0.00% New 2,390 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $25K
Quent Capital, LLC 0.00% Add +9.4% 1,870 $22K
Prestige Wealth Management Group LLC 0.00% Add +125.0% 1,800 $21K
Clearstead Advisors, LLC 0.00% Add +42.6% 1,796 $21K
Kemnay Advisory Services Inc. 0.00% New 1,759 $21K
Root Financial Partners, LLC 0.00% Add +19.6% 1,749 $20K
Morse Asset Management, Inc 0.00% New 1,600 $19K
Jones Financial Companies LLLP 0.00% Add +1216.5% 1,593 $19K
Eastern Bank 0.00% New 1,439 $17K
SBI Securities Co., Ltd. 0.00% Add +7.3% 1,309 $15K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -66.4% 1,112 $13K
Quarry LP 0.00% Add +805.7% 1,105 $13K
Rossby Financial, LCC 0.00% New 1,024 $12K
Community Bank, N.A. 0.00% New 1,000 $12K
LRI Investments, LLC 0.00% Reduce -13.3% 962 $11K
Assetmark, Inc. 0.00% Add +172.2% 961 $11K
International Assets Investment Management, LLC 0.00% New 958 $11K
Arax Advisory Partners 0.00% Reduce -99.6% 953 $11K
McIlrath & Eck, LLC 0.00% No change 900 $11K
Clearstead Trust, LLC 0.00% Add +29.8% 888 $10K
MAI Capital Management 0.00% Reduce -17.5% 847 $10K
Larson Financial Group LLC 0.00% Add +2.2% 800 $9K
Manchester Capital Management LLC 0.00% New 792 $9K
Parkside Financial Bank & Trust 0.00% Add +48.3% 774 $9K
WPG Advisers, LLC 0.01% Add +110.2% 765 $9K
Hillsdale Investment Management Inc. 0.00% New 730 $9K
Fortitude Family Office, LLC 0.00% Add +8.9% 561 $7K
Physician Wealth Advisors, Inc. 0.00% Add +74.3% 523 $6K
Mark Sheptoff Financial Planning, LLC 0.00% New 500 $6K
Cary Street Partners Investment Advisory LLC 0.00% New 426 $5K
Farmers & Merchants Investments Inc. 0.00% Add +5.0% 423 $5K
Private Wealth Management Group, LLC 0.00% No change 416 $5K
Basecamp Wealth Advisors LLC 0.00% — 371 $4K
Bangor Savings Bank 0.00% No change 350 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 279 $3K
Keating Financial Advisory Services, Inc. 0.00% — 276 $3K
Torren Management, LLC 0.00% — 275 $3K
Cornerstone Planning Group LLC 0.00% New 233 $3K
Sunbelt Securities, Inc. 0.00% No change 242 $3K
Stone House Investment Management, LLC 0.00% Add +13.5% 219 $3K
JFS Wealth Advisors, LLC 0.00% Add +223.1% 210 $2K
Bell Investment Advisors, Inc 0.00% No change 208 $2K
Montag A & Associates Inc. 0.00% No change 200 $2K
Kilter Group LLC 0.00% Reduce -37.5% 173 $2K
Bare Financial Services, Inc 0.00% New 169 $2K
Ares Financial Consulting, LLC 0.00% — 137 $2K
Elyxium Wealth, LLC 0.00% New 132 $2K
Financial Consulate, Inc. 0.00% Add +30.6% 128 $1K
Private Trust Co. NA 0.00% No change 120 $1K
Goodman Advisory Group, LLC 0.00% No change 100 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 90 $1K
C M Bidwell & Associates Ltd. 0.00% New 87 $1K
Raffa Wealth Management, LLC 0.00% No change 83 $969
MV Capital Management, Inc. 0.00% No change 69 $806
SJS Investment Consulting Inc. 0.00% No change 59 $690
Rialto Wealth Management, LLC 0.00% Add +24.4% 51 $596
Wealth Enhancement Trust Services, Inc. 0.00% — 50 $584
HFM Investment Advisors, LLC 0.00% No change 42 $491
Bay Harbor Wealth Management, LLC 0.00% Add +22.6% 38 $447
Bear Mountain Capital, Inc. 0.00% No change 35 $421
Toronto Dominion Bank 0.00% New 11 $128
Dunhill Financial, LLC 0.00% New 9 $106
Activest Wealth Management 0.00% New 4 $47
Trust Co. of Vermont 0.00% No change 1 $12
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.