Valley National BancorpVLY

13F holders, Q1 2026 (March 31)
468holders +12
53new positions
39sold out
5famous investors
$12.27avg. 13F price*

At the end of Q1 2026, 468 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 12 from Q4 2025. 53 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($867.7M), Dimensional Fund Advisors LP ($365.2M) and Vanguard Portfolio Management LLC ($307.0M). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$42.1M
Exits39$112.0M

All 13F filers, Q4 2025 → Q1 2026: 45,053,387 shares bought and 45,086,822 shares sold, net −33,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 468 holders

BlackRock, Inc. 0.02% Add +0.3% 70,662,585 $867.7M
Dimensional Fund Advisors LP 0.08% Reduce -2.1% 29,744,462 $365.2M
Vanguard Portfolio Management LLC 0.02% — 25,000,940 $307.0M
State Street Corp. 0.01% Reduce -10.9% 23,325,401 $289.1M
Vanguard Capital Management LLC 0.01% — 21,252,828 $261.0M
Wellington Management Group LLP 0.04% Add +32.6% 15,515,156 $190.5M
Geode Capital Management, LLC 0.01% Add +12.4% 14,647,863 $179.9M
Nomura Asset Management International Inc. 0.26% Reduce -6.0% 12,457,731 $153.0M
AQR Capital Management 0.06% Add +70.8% 10,292,827 $123.9M
Azora Capital LP 7.23% Add +14.8% 8,948,599 $109.9M
Goldman Sachs Group Inc. 0.01% Add +5.6% 7,811,182 $95.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 7,723,607 $94.8M
UBS Group AG 0.02% Add +63.0% 7,461,944 $91.6M
Jupiter Asset Management Ltd. 0.45% Add +9565.9% 6,885,523 $84.6M
Morgan Stanley 0.00% Add +5.7% 6,038,584 $74.2M
American Century Companies Inc. 0.04% Reduce -1.1% 6,027,110 $74.0M
Voya Investment Management LLC 0.09% Add +56.8% 5,984,569 $73.5M
Northern Trust Corp. 0.01% Add +3.3% 5,566,337 $68.4M
Freestone Grove Partners LP 0.49% Add +737.3% 5,448,809 $66.9M
Fuller & Thaler Asset Management, Inc. 0.21% Reduce -28.7% 4,969,928 $61.0M
Artemis Investment Management LLP 0.63% Add +24.4% 4,866,154 $59.8M
Bank of New York Mellon Corp 0.01% Add +0.1% 4,784,145 $58.7M
Marshall Wace, LLP 0.06% Reduce -33.6% 4,534,227 $55.7M
Squarepoint Ops LLC 0.10% Reduce -24.5% 3,955,099 $48.6M
Bank of America Corp. 0.00% Add +8.0% 3,919,652 $48.1M
Nuveen, LLC 0.01% Add +47.5% 3,824,445 $47.0M
Millennium Management 0.03% Reduce -54.9% 3,609,399 $44.3M
Thrivent Financial for Lutherans 0.09% Add +2383.0% 3,574,049 $43.9M
Vanguard Fiduciary Trust Co. 0.01% — 3,158,067 $38.8M
Wedge Capital Management L L P 0.59% Reduce -7.3% 2,612,297 $32.1M
Invesco Ltd. 0.00% Reduce -3.2% 2,573,957 $31.6M
Cander Asset Management LP 4.39% Add +53.5% 1,991,569 $24.5M
Voloridge Investment Management, LLC 0.09% Reduce -36.7% 1,921,479 $23.6M
Leeward Investments, LLC - MA 1.13% Reduce -2.7% 1,860,458 $22.8M
Victory Capital Management Inc. 0.01% Reduce -21.3% 1,767,431 $21.7M
Endeavour Capital Advisors Inc. 4.64% Add +28.4% 1,664,984 $20.4M
Picton Mahoney Asset Management 0.20% Add +15.6% 1,571,575 $19.3M
LSV Asset Management 0.04% Reduce -1.4% 1,499,400 $18.4M
Bridgewater Associates 0.08% Add +0.3% 1,470,218 $18.1M
Rhumbline Advisers 0.02% Reduce -0.2% 1,466,594 $18.0M
JPMorgan Chase & Co. 0.00% Add +23.5% 1,460,428 $17.4M
First Trust Advisors LP 0.01% Add +6.0% 1,411,434 $17.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.3% 1,285,282 $15.8M
Alliancebernstein L.P. 0.01% Reduce -20.8% 1,348,379 $15.7M
Basswood Capital Management, L.L.C. 0.74% Reduce -28.6% 1,182,206 $14.5M
Aspen Grove Capital, LLC 2.60% Reduce -1.1% 1,080,900 $13.4M
Principal Financial Group Inc. 0.01% Add +3.7% 1,079,722 $13.3M
Swiss National Bank 0.01% No change 993,260 $12.2M
California Public Employees Retirement System 0.01% Add +11.2% 972,581 $11.9M
First Eagle Investment Management, LLC 0.02% Add +10.0% 971,500 $11.9M
Qube Research & Technologies Ltd 0.02% Reduce -27.9% 970,982 $11.9M
Jane Street Group, LLC 0.01% Reduce -77.0% 907,555 $11.1M
Franklin Resources Inc. 0.00% Add +9.4% 902,867 $11.1M
Ieq Capital, LLC 0.05% Add +17.5% 843,322 $10.4M
Intech Investment Management LLC 0.10% Add +124.0% 789,900 $9.7M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -18.6% 780,487 $9.6M
Mackenzie Financial Corp. 0.01% Reduce -46.3% 778,797 $9.6M
Ameriprise Financial Inc. 0.00% Reduce -25.3% 747,684 $9.2M
Algert Global LLC 0.14% No change 742,442 $9.1M
Axiom Investors LLC 0.10% New 728,905 $9.0M
Susquehanna International Group, LLP 0.01% Add +296.9% 716,606 $8.8M
BW Gestao de Investimentos Ltda. 0.38% New 700,000 $8.6M
Legal & General Group Plc 0.00% Reduce -11.4% 655,299 $8.0M
Trexquant Investment LP 0.06% Reduce -49.2% 625,948 $7.7M
Two Sigma Investments, LP 0.01% Reduce -34.9% 624,430 $7.7M
California State Teachers Retirement System 0.01% Add +29.7% 622,252 $7.6M
Creative Planning 0.01% Add +65.9% 621,182 $7.6M
Cerity Partners LLC 0.01% Add +27.0% 607,125 $7.5M
Retirement Systems of Alabama 0.02% Add +2.0% 586,850 $7.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +148.8% 560,714 $6.9M
Man Group plc 0.01% Add +10.3% 557,535 $6.8M
ExodusPoint Capital Management, LP 0.07% Reduce -29.8% 537,128 $6.6M
Hourglass Capital, LLC 1.33% Reduce -0.4% 520,116 $6.4M
HRT Financial LP 0.02% Reduce -82.4% 517,424 $6.4M
T. Rowe Price Associates Inc. 0.00% Add +20.1% 494,523 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -0.4% 489,949 $6.0M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -63.2% 483,917 $5.9M
Jain Global LLC 0.08% Reduce -16.5% 479,790 $5.9M
Mariner, LLC 0.01% Add +94.0% 473,167 $5.8M
Verition Fund Management LLC 0.06% Reduce -54.1% 465,862 $5.7M
Sei Investments Co. 0.01% Add +67.7% 461,493 $5.7M
Barclays PLC 0.00% Reduce -81.5% 460,503 $5.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.1% 456,886 $5.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 455,393 $5.6M
Citigroup Inc. 0.00% Reduce -29.5% 448,145 $5.5M
Great Lakes Advisors, LLC 0.04% Add +18.4% 438,979 $5.4M
Deutsche Bank AG 0.00% Add +11.6% 433,048 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +0.7% 415,395 $5.1M
Karl Kapital LLC 3.43% New 403,720 $5.0M
Rafferty Asset Management, LLC 0.02% Reduce -44.9% 389,970 $4.8M
Maltese Capital Management LLC 0.94% Reduce -12.4% 380,210 $4.7M
Fifth Third Bancorp 0.01% Add +10678.5% 371,427 $4.6M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.2% 364,462 $4.5M
Raymond James Financial Inc. 0.00% Reduce -10.9% 363,526 $4.5M
Elizabeth Park Capital Advisors, Ltd. 3.41% Add +0.6% 360,935 $4.4M
Cinctive Capital Management LP 0.29% New 357,320 $4.4M
Polar Asset Management Partners Inc. 0.14% Reduce -63.7% 350,732 $4.3M
Segall Bryant & Hamill, LLC 0.06% Reduce -4.6% 342,964 $4.2M
Gabelli Funds LLC 0.03% No change 334,538 $4.1M
ProVise Management Group, LLC 0.29% No change 327,018 $4.0M
EJF Capital LP 2.80% Reduce -10.5% 323,266 $4.0M
Occudo Quantitative Strategies LP 0.21% Reduce -32.5% 286,004 $3.9M
Federated Hermes, Inc. 0.01% Add +524.5% 308,165 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +3.5% 302,120 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 299,364 $3.7M
Vanguard Global Advisers, LLC 0.00% — 297,025 $3.6M
Wells Fargo & Company 0.00% Reduce -55.2% 282,713 $3.5M
Bessemer Group Inc. 0.01% Add +0.2% 273,923 $3.4M
New York State Teachers Retirement System 0.01% Reduce -1.0% 269,104 $3.3M
Cwm, LLC 0.01% Add +65.8% 267,369 $3.3M
Siena Capital Partners GP, LLC 0.81% No change 255,540 $3.1M
Russell Investments Group, Ltd. 0.00% Reduce -9.7% 249,111 $3.1M
Knights of Columbus Asset Advisors LLC 0.17% Reduce -0.5% 248,490 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -2.1% 244,335 $3.0M
Oliver Luxxe Assets LLC 0.45% Add +4.2% 242,216 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -68.5% 240,513 $3.0M
Tudor Investment Corporation 0.02% Reduce -71.8% 227,766 $2.8M
Consolidated Investment Group LLC 0.30% New 226,200 $2.8M
Janus Henderson Group PLC 0.00% No change 218,706 $2.7M
Amalgamated Bank 0.02% Add +2.5% 207,153 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +30.7% 205,713 $2.5M
Graham Capital Management, L.P. 0.11% Add +15.8% 200,865 $2.5M
World Investment Advisors 0.04% Add +141.8% 199,243 $2.4M
Capital Fund Management S.A. 0.02% Reduce -27.4% 199,089 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.4% 202,903 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -8.1% 183,446 $2.3M
Lighthouse Investment Partners, LLC 0.08% Reduce -67.5% 176,784 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -15.5% 174,274 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.8% 168,583 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -22.0% 167,585 $2.1M
Engineers Gate Manager LP 0.02% Reduce -48.6% 158,427 $1.9M
Stieven Capital Advisors, L.P. 0.41% Reduce -0.3% 158,166 $1.9M
Handelsbanken Fonder AB 0.01% No change 153,387 $1.9M
SG Americas Securities, LLC 0.00% Add +107.5% 152,219 $1.9M
Homestead Advisers Corp 0.05% No change 148,200 $1.8M
BNP Paribas Financial Markets 0.00% Add +1.6% 147,196 $1.8M
Hussman Strategic Advisors, Inc. 0.39% New 147,000 $1.8M
New York State Common Retirement Fund 0.00% No change 146,883 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -5.4% 140,070 $1.7M
Louisiana State Employees Retirement System 0.03% Add +4.6% 138,800 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 138,577 $1.7M
Arizona State Retirement System 0.01% Reduce -1.9% 137,854 $1.7M
Mercer Global Advisors Inc. 0.00% Add +104.3% 134,311 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% No change 131,834 $1.6M
Ameritas Investment Partners, Inc. 0.05% No change 127,286 $1.6M
Prudential Financial Inc. 0.00% Reduce -88.6% 126,821 $1.6M
Public Employees Retirement System of Ohio 0.00% Reduce -23.5% 123,477 $1.5M
Quantinno Capital Management LP 0.00% Add +17.3% 122,889 $1.5M
Vanguard Investments Australia, Ltd. 0.00% — 121,743 $1.5M
Bridgeway Capital Management, LLC 0.03% New 120,000 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.1% 119,938 $1.5M
Cetera Investment Advisers 0.00% Reduce -0.2% 118,022 $1.4M
State of Michigan Retirement System 0.01% Add +1.7% 115,181 $1.4M
Morse Asset Management, Inc 0.29% Add +7057.2% 114,515 $1.4M
KLP Kapitalforvaltning As 0.01% Add +2.5% 110,440 $1.4M
Point Nemo Capital, LLC 0.88% Add +37.8% 108,551 $1.3M
Focus Partners Wealth 0.00% Add +76.3% 107,936 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 107,241 $1.3M
Fieldview Capital Management, LLC 0.37% Add +243.3% 102,779 $1.3M
Investors Research Corp 0.24% Reduce -1.3% 101,250 $1.2M
HighTower Advisors, LLC 0.00% Add +15.8% 101,171 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +2.9% 98,193 $1.2M
XTX Topco Ltd 0.02% Add +25.1% 94,396 $1.2M
Captrust Financial Advisors 0.00% Add +46.3% 93,942 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +4.7% 92,613 $1.1M
LPL Financial LLC 0.00% Add +28.7% 92,115 $1.1M
Integrated Quantitative Investments LLC 0.20% New 89,632 $1.1M
ProShare Advisors LLC 0.00% Reduce -17.0% 89,544 $1.1M
State of Wisconsin Investment Board 0.00% Add +30.5% 88,878 $1.1M
Landscape Capital Management, L.L.C. 0.07% New 88,753 $1.1M
New Mexico Educational Retirement Board 0.03% No change 85,900 $1.1M
Pictet Asset Management Holding SA 0.00% Add +16.6% 85,586 $1.1M
Stifel Financial Corp. 0.00% Reduce -6.2% 85,073 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.2% 85,057 $1.0M
Amundi 0.00% Add +110.5% 80,737 $991K
Atria Investments, Inc 0.01% Reduce -6.6% 80,436 $988K
Teacher Retirement System of Texas 0.00% Add +232.4% 79,604 $978K
Elo Mutual Pension Insurance Co 0.02% Add +119.2% 79,337 $974K
Royal Bank of Canada 0.00% Reduce -9.2% 73,810 $906K
Texas Yale Capital Corp. 0.03% No change 72,171 $886K
State of Alaska, Department of Revenue 0.01% No change 71,520 $877K
Legato Capital Management LLC 0.08% New 70,581 $867K
Natixis Advisors, LLC 0.00% Add +230.3% 70,000 $860K
Simplex Trading, LLC 0.03% Add +175.1% 69,669 $856K
Axq Capital, LP 0.11% Reduce -26.4% 69,646 $855K
Xponance LLC 0.01% Add +16.4% 68,584 $842K
Mirabella Financial Services LLP 0.08% Add +142.3% 66,978 $822K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 66,198 $820K
Allworth Financial LP 0.00% Add +10.7% 66,560 $817K
GMO 0.00% Add +144.2% 63,903 $785K
FMR LLC 0.00% Add +0.5% 62,822 $771K
Sequoia Financial Advisors, LLC 0.00% Add +12.8% 61,355 $753K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -9.7% 61,092 $750K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -74.8% 61,000 $749K
CIBC Bancorp USA Inc. 0.00% — 60,973 $749K
Neuberger Berman Group LLC 0.00% Add +36.5% 60,688 $745K
Northwest & Ethical Investments L.P. 0.02% Add +1.9% 57,885 $728K
Linden Thomas Advisory Services, LLC 0.07% Add +0.7% 58,794 $722K
Dark Forest Capital Management LP 0.06% Reduce -89.8% 58,470 $718K
Evolve Private Wealth, LLC 0.04% Add +5.9% 57,596 $707K
Tidal Investments LLC 0.00% Add +139.1% 56,310 $691K
Valley Wealth Managers, Inc. 0.04% Reduce -0.3% 56,231 $691K
Merit Financial Group, LLC 0.01% Add +44.2% 56,179 $690K
Pacer Advisors, Inc. 0.00% Reduce -3.7% 55,208 $678K
Confluence Wealth Services, Inc. 0.03% No change 55,174 $678K
VAUGHAN & Co SECURITIES, INC. 0.35% Reduce -2.9% 55,065 $676K
1832 Asset Management L.P. 0.00% Reduce -34.9% 54,349 $667K
Balyasny Asset Management L.P. 0.00% Reduce -55.9% 51,907 $637K
Guggenheim Capital LLC 0.01% Add +50.0% 51,205 $629K
Vinva Investment Management Ltd 0.01% Add +12.2% 35,862 $623K
Ignite Planners, LLC 0.10% Reduce -3.6% 50,373 $617K
Brooklyn Investment Group 0.02% Add +90.4% 50,100 $615K
NFSG Corp 0.10% Reduce -33.3% 49,899 $613K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $610K
Group One Trading LLC 0.02% Reduce -56.4% 49,634 $610K
Greenleaf Trust 0.01% Add +0.2% 48,628 $597K
Alps Advisors Inc. 0.00% Reduce -9.4% 47,959 $589K
Martingale Asset Management L P 0.01% Reduce -5.2% 47,729 $586K
Bank of Montreal 0.00% Add +8.5% 47,658 $585K
Pallas Capital Advisors LLC 0.02% Reduce -2.4% 47,600 $585K
Osaic Holdings, Inc. 0.00% Reduce -12.6% 46,665 $573K
Aviva PLC 0.00% Add +12.1% 42,672 $524K
Retirement Income Solutions, Inc. 0.09% Add +14.4% 42,438 $521K
Inspire Investing, LLC 0.03% Add +5.2% 42,056 $516K
Teton Advisors, LLC 0.36% No change 42,000 $516K
STRS Ohio 0.00% No change 41,900 $515K
Fiduciary Trust Co 0.01% Reduce -4.4% 41,735 $513K
AE Wealth Management LLC 0.00% Add +4.1% 41,592 $511K
First Manhattan Co. Llc. 0.00% No change 40,798 $505K
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 38,945 $478K
Ensign Peak Advisors, Inc 0.00% No change 38,246 $470K
Tower Research Capital LLC (TRC) 0.01% Add +178.1% 36,795 $452K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +5.4% 36,612 $450K
Prelude Capital Management, LLC 0.03% New 36,250 $445K
Securian Asset Management, Inc. 0.02% Add +1.0% 35,284 $433K
Brighton Jones LLC 0.01% New 35,173 $432K
Cannell & Spears LLC 0.01% No change 35,000 $430K
PEAK6 LLC 0.01% Add +149.8% 34,779 $427K
Evergreen Capital Management LLC 0.01% Reduce -20.6% 33,783 $418K
Watershed Asset Management, L.L.C. 0.42% Reduce -3.7% 33,334 $409K
Focus Partners Advisor Solutions, LLC 0.00% Add +66.7% 32,660 $401K
Integrated Wealth Concepts LLC 0.00% Add +180.5% 31,996 $393K
Cornerstone Wealth Group, LLC 0.03% Add +0.0% 29,194 $391K
SummitTX Capital, L.P. 0.01% Reduce -52.9% 31,340 $385K
Citizens Financial Group Inc. 0.01% Add +111.4% 30,277 $375K
PSI Advisors, LLC 0.09% No change 30,500 $375K
Virtus Advisers, LLC 0.18% No change 30,200 $371K
GTS Securities LLC 0.01% New 30,031 $369K
Numerai GP LLC 0.04% New 29,885 $367K
Swiss Life Asset Management Ltd 0.00% Add +24.6% 29,771 $366K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Reduce -6.3% 29,484 $364K
Salzhauer Michael 0.17% New 160,000 $363K
Cim Investment Management Inc. 0.10% Add +42.0% 29,485 $362K
Hantz Financial Services, Inc. 0.01% Add +19.2% 28,223 $347K
Hillsdale Investment Management Inc. 0.01% Add +3739.7% 28,030 $344K
Smallwood Wealth Investment Management, LLC 0.18% No change 27,915 $343K
Janney Montgomery Scott LLC 0.00% Add +7.2% 27,803 $341K
Rothschild Investment LLC 0.02% Add +100.9% 27,304 $335K
Crossmark Global Holdings, Inc. 0.00% No change 27,134 $333K
Lazard Asset Management LLC 0.00% New 27,066 $332K
Alpine Woods Capital Investors, LLC 0.08% New 26,879 $330K
Equitable Holdings, Inc. 0.00% Add +15.2% 28,144 $329K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 26,593 $327K
Savant Capital, LLC 0.00% Add +31.9% 26,572 $326K
DNB Asset Management AS 0.00% New 26,295 $323K
Carnegie Lake Advisors LLC 0.13% No change 25,862 $318K
Corient Private Wealth LP 0.00% Add +8.4% 41,783 $316K
Bleakley Financial Group, LLC 0.00% Add +45.1% 25,526 $313K
Profund Advisors LLC 0.01% Reduce -13.3% 25,482 $313K
Abel Hall, LLC 0.07% Add +14.6% 25,232 $310K
Chicago Partners Investment Group LLC 0.01% New 22,484 $298K
Choreo, LLC 0.00% Reduce -12.6% 23,845 $296K
Ritholtz Wealth Management 0.01% Add +43.3% 23,862 $293K
McGuire Capital Advisors Inc. 0.19% Add +79.2% 23,754 $292K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -91.1% 23,498 $289K
United Capital Financial Advisors, LLC 0.00% Add +104.9% 23,473 $288K
Prime Capital Investment Advisors, LLC 0.00% Add +0.1% 23,465 $288K
Biltmore Family Office, LLC 0.04% No change 23,029 $285K
Cullen/Frost Bankers, Inc. 0.00% No change 23,000 $282K
FLC Capital Advisors 0.05% No change 22,964 $282K
Sax Wealth Advisors, LLC 0.01% No change 23,794 $278K
Brevan Howard Capital Management LP 0.00% Reduce -88.4% 22,423 $275K
Brown Brothers Harriman & Co. 0.00% Add +0.2% 22,383 $275K
SYM FINANCIAL Corp 0.03% Add +0.1% 22,336 $274K
HB Wealth Management, LLC 0.00% Add +83.0% 22,067 $271K
Sterling Capital Management LLC 0.01% Reduce -39.5% 22,039 $271K
HSBC Holdings PLC 0.00% No change 21,705 $267K
Paragon Capital Management Ltd 0.05% Reduce -4.2% 21,086 $259K
Waverly Advisors, LLC 0.00% Add +5.8% 20,546 $252K
Summit Financial, LLC 0.00% Add +4.7% 19,712 $244K
Pinnacle Associates Ltd. 0.00% Reduce -0.1% 19,302 $237K
Greenwood Gearhart LLC 0.01% New 19,010 $233K
Shufro Rose & Co. LLC 0.02% No change 19,000 $233K
Kestra Advisory Services, LLC 0.00% Reduce -16.5% 18,884 $232K
Successful Portfolios LLC 0.13% Reduce -88.5% 18,745 $230K
Havemeyer Place LP 0.03% Reduce -55.8% 18,695 $230K
Azimuth Capital Investment Management LLC 0.01% Reduce -4.9% 18,500 $227K
Private Advisor Group, LLC 0.00% Reduce -21.5% 18,491 $227K
AlphaGrep UK Ltd 0.07% Add +8.9% 18,081 $222K
Concurrent Investment Advisors, LLC 0.00% Add +5.0% 17,593 $216K
Keybank National Association 0.00% New 17,202 $211K
KMG Fiduciary Partners, LLC 0.02% No change 17,133 $210K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 17,087 $210K
MAI Capital Management 0.00% Add +1908.6% 17,013 $209K
Vident Advisory, LLC 0.00% Add +42.7% 16,784 $206K
State of Wyoming 0.02% Reduce -8.7% 16,642 $204K
Vise Technologies, Inc. 0.00% No change 17,210 $201K
Jackson Square Capital, LLC 0.04% No change 16,173 $199K
Wealth Advisors of Tampa Bay, LLC 0.06% No change 15,979 $196K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $195K
Park Avenue Securities LLC 0.00% Reduce -10.1% 15,743 $193K
Journey Strategic Wealth LLC 0.00% Add +49.6% 15,592 $191K
Shelton Capital Management 0.00% Reduce -8.2% 15,531 $191K
Apollon Wealth Management, LLC 0.00% New 15,321 $188K
KBC Group NV 0.00% No change 15,309 $188K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.4% 15,227 $187K
CIBC Asset Management Inc 0.00% No change 15,224 $187K
Breakwater Capital Group 0.02% No change 15,137 $186K
GAMMA Investing LLC 0.01% Add +6.7% 15,136 $186K
Envestnet Asset Management Inc. 0.00% Add +9.6% 15,033 $185K
Rodgers & Associates, LTD 0.02% No change 15,000 $184K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -1.3% 14,914 $183K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +4.2% 14,853 $182K
Cary Street Partners Financial LLC 0.00% No change 14,843 $182K
Evoke Wealth, LLC 0.00% Add +42.8% 14,323 $177K
Sanctuary Advisors, LLC 0.00% Add +23.5% 14,321 $176K
Praxis Investment Management Inc. 0.01% New 14,113 $173K
OneDigital Investment Advisors LLC 0.00% Reduce -21.3% 13,957 $171K
Fifth Third Wealth Advisors LLC 0.01% Add +4.4% 13,953 $171K
Centiva Capital, LP 0.01% New 13,834 $170K
Waddell & Associates, LLC 0.01% New 13,600 $167K
Headlands Technologies LLC 0.02% Reduce -72.5% 13,463 $165K
W Advisors, LLC 0.08% No change 13,339 $164K
Scientech Research LLC 0.14% New 13,280 $163K
Marble Wealth, LLC 0.03% Add +0.9% 13,252 $163K
MBL Wealth, LLC 0.01% New 13,044 $160K
Schonfeld Strategic Advisors LLC 0.00% Reduce -80.7% 12,718 $156K
M&T Bank Corp 0.00% New 12,713 $156K
Abner Herrman & Brock LLC 0.02% No change 12,650 $155K
Ledgewood Wealth Advisors, LLC 0.09% No change 12,617 $155K
NorthCrest Asset Manangement, LLC 0.00% New 12,369 $154K
Van Hulzen Asset Management, LLC 0.01% No change 12,300 $151K
Perigon Wealth Management, LLC 0.00% Add +0.1% 12,097 $149K
Gables Capital Management Inc. 0.06% Add +0.7% 12,080 $148K
Essential Partners LLC 0.05% No change 11,956 $147K
DRW Securities, LLC 0.01% Reduce -84.2% 11,913 $146K
Panagora Asset Management Inc. 0.00% New 11,811 $145K
Modera Wealth Management, LLC 0.00% Reduce -21.2% 11,482 $141K
Meeder Advisory Services, Inc. 0.01% Add +6.1% 11,423 $140K
VestGen Advisors, LLC 0.00% New 10,458 $138K
EverSource Wealth Advisors, LLC 0.00% Add +81.0% 11,109 $136K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -0.7% 11,106 $136K
Frec Markets, Inc. 0.02% New 10,871 $133K
Parcion Private Wealth LLC 0.01% New 10,809 $133K
DGS Capital Management, LLC 0.02% New 10,794 $133K
Orion Porfolio Solutions, LLC 0.00% New 10,745 $132K
PCM Encore, LLC 0.03% Reduce -0.6% 10,669 $131K
Premier Path Wealth Partners, LLC 0.02% No change 10,669 $131K
PFG Investments, LLC 0.01% Reduce -10.1% 10,591 $130K
Ingalls & Snyder LLC 0.00% Reduce -0.6% 10,500 $129K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +32.5% 10,269 $126K
Walleye Trading LLC 0.00% Add +214.3% 10,258 $126K
CreativeOne Wealth, LLC 0.00% No change 10,177 $125K
Sfmg, LLC 0.01% No change 10,156 $125K
MML Investors Services, LLC 0.00% Reduce -16.1% 10,104 $124K
Acadian Asset Management LLC 0.00% Reduce -92.9% 10,039 $123K
Bayforest Capital Ltd 0.14% Reduce -45.5% 9,881 $121K
Advisory Services Network, LLC 0.00% New 8,694 $107K
Signaturefd, LLC 0.00% Add +20.3% 8,217 $101K
Arax Advisory Partners 0.00% Add +757.5% 8,172 $100K
Blue Trust, Inc. 0.00% Reduce -13.3% 7,994 $98K
Jones Financial Companies LLLP 0.00% Add +347.6% 7,130 $85K
USA Financial Formulas 0.01% New 6,269 $77K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $76K
Parallel Advisors, LLC 0.00% Add +41.8% 6,163 $76K
UMB Bank, n.a. 0.00% No change 6,128 $75K
Kemnay Advisory Services Inc. 0.01% Add +246.1% 6,087 $75K
Smartleaf Asset Management LLC 0.00% Reduce -10.0% 6,267 $75K
NewEdge Advisors, LLC 0.00% Add +0.9% 5,523 $68K
True Wealth Design, LLC 0.02% Add +65.3% 4,706 $58K
Versant Capital Management, Inc 0.01% Add +97.3% 4,497 $55K
Brown, Lisle/Cummings, Inc. 0.01% No change 4,400 $54K
Atlantic Union Bankshares Corp 0.00% No change 4,381 $54K
Farther Finance Advisors, LLC 0.00% Add +47.1% 4,257 $53K
Root Financial Partners, LLC 0.00% Add +127.3% 3,976 $49K
Quadrant Capital Group LLC 0.00% Add +41.6% 3,885 $48K
Beacon Investment Advisory Services, Inc. 0.00% New 3,811 $47K
Harbor Capital Advisors, Inc. 0.00% Add +23.2% 3,722 $46K
US Bancorp \de 0.00% Add +7.3% 3,739 $46K
Key Financial Inc 0.01% No change 3,494 $43K
Geneos Wealth Management Inc. 0.00% No change 3,374 $41K
First Horizon Corp. 0.00% Reduce -22.1% 2,509 $31K
IFP Advisors, Inc 0.00% Add +0.0% 2,497 $31K
Los Angeles Capital Management LLC 0.00% No change 2,390 $29K
Prestige Wealth Management Group LLC 0.01% Add +27.8% 2,300 $28K
Assetmark, Inc. 0.00% Add +123.7% 2,150 $26K
Covestor Ltd 0.02% Reduce -74.2% 2,112 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $26K
Cedar Mountain Advisors, LLC 0.01% New 2,112 $26K
Quent Capital, LLC 0.00% Add +3.9% 1,943 $24K
Basecamp Wealth Advisors LLC 0.00% Add +293.3% 1,459 $18K
Eastern Bank 0.00% No change 1,439 $18K
WPG Advisers, LLC 0.01% Add +85.9% 1,422 $17K
Rossby Financial, LCC 0.00% Add +31.5% 1,347 $17K
SBI Securities Co., Ltd. 0.00% Add +2.3% 1,339 $16K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.7% 1,309 $16K
Eurizon Capital SGR S.p.A. 0.00% Reduce -73.9% 1,336 $16K
Walleye Capital LLC 0.00% Reduce -97.9% 1,120 $14K
International Assets Investment Management, LLC 0.00% No change 958 $12K
McIlrath & Eck, LLC 0.00% No change 900 $11K
Clearstead Trust, LLC 0.00% No change 888 $11K
Larson Financial Group LLC 0.00% Add +2.0% 816 $10K
Parkside Financial Bank & Trust 0.00% Add +3.2% 799 $10K
Fortitude Family Office, LLC 0.00% Add +41.5% 794 $10K
Owl Creek Wealth Partners LLC 0.00% — 725 $9K
CVA Family Office, LLC 0.00% New 720 $9K
LRI Investments, LLC 0.00% Reduce -25.7% 715 $9K
Wealth Preservation Advisors, LLC 0.01% New 681 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 500 $7K
Physician Wealth Advisors, Inc. 0.00% No change 523 $6K
JCSD Capital, LLC 0.01% New 500 $6K
Danske Bank A/S 0.00% Reduce -90.4% 500 $6K
Cary Street Partners Investment Advisory LLC 0.00% Add +5.9% 451 $6K
Optiver Holding B.V. 0.00% Reduce -84.3% 443 $5K
Farmers & Merchants Investments Inc. 0.00% No change 423 $5K
Private Wealth Management Group, LLC 0.00% No change 416 $5K
Bangor Savings Bank 0.00% No change 350 $4K
Keating Financial Advisory Services, Inc. 0.00% Add +23.2% 340 $4K
SJS Investment Consulting Inc. 0.00% Add +452.5% 326 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.0% 293 $4K
Activest Wealth Management 0.00% Add +7175.0% 291 $4K
Cornerstone Planning Group LLC 0.00% No change 233 $3K
Sunbelt Securities, Inc. 0.00% No change 242 $3K
JFS Wealth Advisors, LLC 0.00% Add +11.9% 235 $3K
Stone House Investment Management, LLC 0.00% Add +3.2% 226 $3K
Manchester Capital Management LLC 0.00% Reduce -73.7% 208 $3K
Bell Investment Advisors, Inc 0.00% No change 208 $3K
Montag A & Associates Inc. 0.00% No change 200 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 176 $2K
Kilter Group LLC 0.00% Reduce -0.6% 172 $2K
Bare Financial Services, Inc 0.00% No change 169 $2K
Ares Financial Consulting, LLC 0.00% No change 137 $2K
Financial Consulate, Inc. 0.00% No change 128 $2K
JPL Wealth Management, LLC 0.00% New 126 $2K
Private Trust Co. NA 0.00% No change 120 $1K
Torren Management, LLC 0.00% Reduce -59.6% 111 $1K
Clearstead Advisors, LLC 0.00% Reduce -94.2% 105 $1K
Goodman Advisory Group, LLC 0.00% No change 100 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 90 $1K
Raffa Wealth Management, LLC 0.00% Add +8.4% 90 $1K
C M Bidwell & Associates Ltd. 0.00% No change 87 $1K
MV Capital Management, Inc. 0.00% Add +8.7% 75 $921
Bay Harbor Wealth Management, LLC 0.00% Add +84.2% 70 $867
Rialto Wealth Management, LLC 0.00% Add +31.4% 67 $823
Zions Bancorporation, National Association 0.00% New 60 $737
Caitong International Asset Management Co., Ltd 0.00% New 59 $725
Wealth Enhancement Trust Services, Inc. 0.00% No change 50 $614
HFM Investment Advisors, LLC 0.00% No change 42 $516
Bear Mountain Capital, Inc. 0.00% No change 35 $476
TopTier Wealth Management, LLC 0.00% New 37 $454
Vermillion Wealth Management, Inc. 0.00% New 31 $381
Principia Wealth Advisory, LLC 0.00% New 26 $319
Transamerica Financial Advisors, LLC 0.00% New 22 $270
Signature Equity Partners, LLC 0.00% New 10 $123
Harbour Investments, Inc. 0.00% New 10 $123
Curio Wealth, LLC 0.00% New 10 $123
Dunhill Financial, LLC 0.00% No change 9 $111
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.