Valley National BancorpVLY

13F holders, Q2 2026 (June 30)
474holders +6
48new positions
41sold out
5famous investors
$14.65avg. 13F price*

At the end of Q2 2026, 474 institutions reported holding Valley National Bancorp (VLY) in their 13F filings, up 6 from Q1 2026. 48 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($1.1B), Dimensional Fund Advisors LP ($447.3M) and Vanguard Portfolio Management LLC ($370.6M). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.0% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$55.9M
Exits41$30.1M

All 13F filers, Q1 2026 → Q2 2026: 33,602,883 shares bought and 23,936,274 shares sold, net +9,666,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 474 holders

BlackRock, Inc. 0.02% Add +4.2% 73,653,652 $1.1B
Dimensional Fund Advisors LP 0.08% Add +2.6% 30,528,862 $447.3M
Vanguard Portfolio Management LLC 0.02% Add +1.2% 25,297,793 $370.6M
State Street Corp. 0.01% Add +2.0% 23,800,351 $351.3M
Vanguard Capital Management LLC 0.01% Add +0.1% 21,283,880 $311.8M
Wellington Management Group LLP 0.05% Add +29.5% 20,091,604 $294.3M
Geode Capital Management, LLC 0.01% Add +3.7% 15,188,393 $222.5M
Nomura Asset Management International Inc. 0.27% Reduce -1.5% 12,267,304 $179.7M
Azora Capital LP 6.32% Add +14.5% 10,247,196 $150.1M
AQR Capital Management 0.05% Reduce -8.8% 9,390,111 $137.4M
Goldman Sachs Group Inc. 0.01% Add +12.7% 8,806,286 $129.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.2% 7,554,276 $110.7M
Artemis Investment Management LLP 0.95% Add +49.5% 7,276,674 $106.6M
Morgan Stanley 0.01% Add +20.1% 7,250,429 $106.2M
Jupiter Asset Management Ltd. 0.50% No change 6,885,523 $100.9M
Freestone Grove Partners LP 0.58% Add +11.3% 6,066,353 $88.9M
American Century Companies Inc. 0.04% Add +0.6% 6,062,869 $88.8M
Northern Trust Corp. 0.01% Add +4.2% 5,798,113 $84.9M
Voya Investment Management LLC 0.08% Reduce -6.1% 5,617,239 $82.3M
Norges Bank 0.01% — 5,275,012 $77.3M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 4,660,465 $68.3M
Marshall Wace, LLP 0.05% Reduce -9.6% 4,097,989 $60.0M
Nuveen, LLC 0.01% Add +2.6% 3,925,414 $57.5M
Bank of America Corp. 0.00% Reduce -7.3% 3,632,089 $53.2M
UBS Group AG 0.01% Reduce -51.4% 3,630,239 $53.2M
Thrivent Financial for Lutherans 0.09% Add +0.9% 3,607,726 $52.9M
Millennium Management 0.04% Reduce -0.6% 3,589,337 $52.6M
Vanguard Fiduciary Trust Co. 0.01% Add +2.0% 3,222,303 $47.2M
Mackenzie Financial Corp. 0.04% Add +253.3% 2,751,219 $40.3M
Wedge Capital Management L L P 0.60% Reduce -4.8% 2,485,793 $36.4M
Fuller & Thaler Asset Management, Inc. 0.10% Reduce -50.1% 2,478,121 $36.3M
Walleye Capital LLC 0.17% Add +199118.9% 2,231,252 $32.7M
Squarepoint Ops LLC 0.06% Reduce -46.5% 2,116,750 $31.0M
Invesco Ltd. 0.00% Reduce -24.2% 1,951,142 $28.6M
Victory Capital Management Inc. 0.02% Add +7.2% 1,893,791 $27.7M
Leeward Investments, LLC - MA 1.21% Reduce -2.1% 1,820,648 $26.7M
JPMorgan Chase & Co. 0.00% Add +20.9% 1,765,911 $26.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +7301.3% 1,739,153 $25.5M
Picton Mahoney Asset Management 0.21% Reduce -2.4% 1,534,220 $22.5M
Endeavour Capital Advisors Inc. 4.58% Reduce -8.4% 1,524,356 $22.3M
LSV Asset Management 0.04% No change 1,499,400 $22.0M
Rhumbline Advisers 0.02% Add +2.1% 1,497,702 $21.9M
Cander Asset Management LP 3.73% Reduce -31.2% 1,370,386 $20.1M
Algert Global LLC 0.23% Add +77.8% 1,319,882 $19.3M
Basswood Capital Management, L.L.C. 0.74% No change 1,182,206 $17.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.3% 1,179,081 $17.3M
Bridgewater Associates 0.07% Reduce -20.3% 1,171,898 $17.2M
Cinctive Capital Management LP 0.67% Add +220.4% 1,145,015 $16.8M
First Eagle Investment Management, LLC 0.03% Add +15.1% 1,118,000 $16.4M
Principal Financial Group Inc. 0.01% Add +1.4% 1,094,245 $16.0M
Prudential Financial Inc. 0.02% Add +743.2% 1,069,376 $15.7M
Axiom Investors LLC 0.14% Add +46.1% 1,064,946 $15.6M
Callodine Capital Management, LP 1.02% New 1,058,323 $15.5M
Aspen Grove Capital, LLC 2.21% Reduce -3.8% 1,039,625 $15.3M
California Public Employees Retirement System 0.01% Add +1.6% 988,021 $14.5M
Swiss National Bank 0.01% Reduce -4.8% 945,460 $13.9M
Alliancebernstein L.P. 0.00% Reduce -27.4% 979,133 $12.0M
BW Gestao de Investimentos Ltda. 0.29% Add +17.1% 820,000 $12.0M
Creative Planning 0.01% Add +31.4% 816,075 $12.0M
Intech Investment Management LLC 0.11% Add +0.7% 795,358 $11.7M
Hotchkis & Wiley Capital Management LLC 0.03% Add +0.3% 782,437 $11.5M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 740,513 $10.9M
Franklin Resources Inc. 0.00% Reduce -19.4% 727,890 $10.7M
Trexquant Investment LP 0.06% Add +14.4% 715,881 $10.5M
Two Sigma Investments, LP 0.01% Add +4.7% 653,730 $9.6M
Verition Fund Management LLC 0.07% Add +38.1% 643,167 $9.4M
Cambria Investment Management, L.P. 0.47% New 643,038 $9.4M
Legal & General Group Plc 0.00% Reduce -2.2% 641,006 $9.4M
T. Rowe Price Associates Inc. 0.00% Add +19.0% 588,322 $8.6M
Wells Fargo & Company 0.00% Add +107.1% 585,592 $8.6M
Cerity Partners LLC 0.01% Reduce -5.0% 576,619 $8.4M
First Trust Advisors LP 0.00% Reduce -59.4% 573,393 $8.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.5% 546,551 $8.0M
California State Teachers Retirement System 0.01% Reduce -12.7% 543,146 $8.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +29.0% 535,933 $7.9M
Citigroup Inc. 0.00% Add +16.0% 519,849 $7.6M
Hourglass Capital, LLC 1.49% Reduce -0.7% 516,500 $7.6M
Deutsche Bank AG 0.00% Add +18.3% 512,384 $7.5M
MetLife Investment Management, LLC 0.03% Add +3.3% 506,208 $7.4M
Retirement Systems of Alabama 0.02% Reduce -16.0% 492,890 $7.2M
Karl Kapital LLC 4.28% Add +21.5% 490,651 $7.2M
Man Group plc 0.01% Reduce -13.4% 482,756 $7.1M
Capital Fund Management S.A. 0.05% Add +138.3% 474,452 $7.0M
Ieq Capital, LLC 0.03% Reduce -45.8% 457,226 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 454,761 $6.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -2.2% 445,242 $6.5M
Russell Investments Group, Ltd. 0.01% Add +75.8% 438,024 $6.4M
Sei Investments Co. 0.01% Reduce -6.7% 430,572 $6.3M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -13.6% 418,113 $6.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -0.4% 363,018 $5.3M
J.W. Cole Advisors, Inc. 0.09% New 362,212 $5.3M
Elizabeth Park Capital Advisors, Ltd. 3.65% No change 360,935 $5.3M
Qube Research & Technologies Ltd 0.01% Reduce -63.5% 354,802 $5.2M
Kestra Advisory Services, LLC 0.02% Add +1732.1% 345,975 $5.1M
Raymond James Financial Inc. 0.00% Reduce -5.0% 345,444 $5.1M
Federated Hermes, Inc. 0.01% Add +10.9% 341,871 $5.0M
Fifth Third Bancorp 0.01% Reduce -10.4% 332,614 $4.9M
Maltese Capital Management LLC 0.90% Reduce -13.3% 329,522 $4.8M
ProVise Management Group, LLC 0.32% No change 327,018 $4.8M
Gabelli Funds LLC 0.03% Reduce -3.3% 323,500 $4.7M
State of Wisconsin Investment Board 0.01% Add +256.8% 317,153 $4.6M
Segall Bryant & Hamill, LLC 0.06% Reduce -7.7% 316,483 $4.6M
Barclays PLC 0.00% Reduce -33.6% 305,946 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +0.5% 300,908 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.8% 299,790 $4.4M
Trillium Asset Management, LLC 0.13% New 293,399 $4.3M
FMR LLC 0.00% Add +360.7% 289,403 $4.2M
EJF Capital LP 2.77% Reduce -12.4% 283,082 $4.1M
Point72 Asset Management 0.01% New 282,441 $4.1M
Vanguard Global Advisers, LLC 0.00% Reduce -6.0% 279,266 $4.1M
Great Lakes Advisors, LLC 0.03% Reduce -36.8% 277,669 $4.1M
Bessemer Group Inc. 0.01% No change 273,923 $4.0M
Mariner, LLC 0.00% Reduce -42.5% 272,026 $4.0M
New York State Teachers Retirement System 0.01% Add +0.8% 271,374 $4.0M
Siena Capital Partners GP, LLC 0.91% No change 255,540 $3.7M
Knights of Columbus Asset Advisors LLC 0.18% Add +0.6% 249,886 $3.7M
Rafferty Asset Management, LLC 0.01% Reduce -36.5% 247,529 $3.6M
New Age Alpha Advisors, LLC 0.15% New 246,412 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -1.8% 239,896 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -67.8% 230,568 $3.4M
Consolidated Investment Group LLC 0.29% No change 226,200 $3.3M
Jupiter Topco LLC 0.00% — 218,706 $3.2M
Weiss Asset Management LP 0.05% New 204,016 $3.0M
Amalgamated Bank 0.02% Reduce -2.2% 202,667 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.7% 208,446 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -4.7% 196,015 $2.9M
Graham Capital Management, L.P. 0.11% Reduce -3.2% 194,482 $2.8M
LPL Financial LLC 0.00% Add +97.6% 182,035 $2.7M
Voloridge Investment Management, LLC 0.01% Reduce -90.8% 176,041 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.0% 172,460 $2.5M
Mutual of America Capital Management LLC 0.02% Reduce -6.1% 172,223 $2.5M
Quantinno Capital Management LP 0.00% Add +38.8% 170,530 $2.5M
New York State Common Retirement Fund 0.00% Add +12.4% 165,083 $2.4M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 164,621 $2.4M
Oliver Luxxe Assets LLC 0.35% Reduce -32.3% 164,094 $2.4M
Morse Asset Management, Inc 0.40% Add +42.8% 163,548 $2.4M
Lighthouse Investment Partners, LLC 0.07% Reduce -8.4% 161,874 $2.4M
Stieven Capital Advisors, L.P. 0.44% Add +0.3% 158,566 $2.3M
Handelsbanken Fonder AB 0.01% No change 153,387 $2.2M
Mercer Global Advisors Inc. 0.00% Add +12.3% 150,867 $2.2M
Bridgeway Capital Management, LLC 0.04% Add +25.0% 150,000 $2.2M
Teachers Retirement System of the State of Kentucky 0.01% Add +7.2% 148,577 $2.2M
Homestead Advisers Corp 0.05% No change 148,200 $2.2M
Hussman Strategic Advisors, Inc. 0.50% No change 147,000 $2.2M
Police & Firemen's Retirement System of New Jersey 0.02% Add +9.5% 144,358 $2.1M
XTX Topco Ltd 0.03% Add +52.5% 143,964 $2.1M
Louisiana State Employees Retirement System 0.03% Add +0.5% 139,500 $2.0M
Ameritas Investment Partners, Inc. 0.05% Add +4.0% 132,309 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -6.1% 131,483 $1.9M
Landscape Capital Management, L.L.C. 0.12% Add +46.5% 130,071 $1.9M
Arizona State Retirement System 0.01% Reduce -5.7% 130,010 $1.9M
BNP Paribas Financial Markets 0.00% Reduce -12.2% 129,284 $1.9M
Royal Bank of Canada 0.00% Add +70.5% 125,873 $1.8M
Vanguard Investments Australia, Ltd. 0.00% Add +3.1% 125,525 $1.8M
World Investment Advisors 0.03% Reduce -25.4% 148,575 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -0.5% 122,811 $1.8M
Cetera Investment Advisers 0.00% Add +3.0% 121,602 $1.8M
Occudo Quantitative Strategies LP 0.09% Reduce -57.5% 121,587 $1.8M
Arax Advisory Partners 0.01% Add +1326.3% 116,560 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.9% 114,088 $1.7M
Point Nemo Capital, LLC 0.84% Add +4.2% 113,151 $1.7M
State of Michigan Retirement System 0.01% Reduce -3.2% 111,481 $1.6M
KLP Kapitalforvaltning As 0.01% No change 110,440 $1.6M
Vestcor Inc 0.04% New 110,000 $1.6M
Massar Capital Management, LP 0.55% New 109,396 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.0% 107,198 $1.6M
Captrust Financial Advisors 0.00% Add +12.9% 106,067 $1.6M
Polar Asset Management Partners Inc. 0.04% Reduce -69.9% 105,654 $1.5M
Jefferies Financial Group Inc. 0.01% New 102,200 $1.5M
Fieldview Capital Management, LLC 0.41% Reduce -3.7% 98,973 $1.4M
Oregon Public Employees Retirement Fund 0.02% Add +0.3% 98,493 $1.4M
Balyasny Asset Management L.P. 0.00% Add +83.7% 95,360 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +2.9% 95,337 $1.4M
Integrated Quantitative Investments LLC 0.23% Add +5.8% 94,855 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.1% 90,272 $1.3M
Teacher Retirement System of Texas 0.00% Add +11.4% 88,661 $1.3M
New Mexico Educational Retirement Board 0.03% No change 85,900 $1.3M
GMO 0.00% Add +33.3% 85,158 $1.2M
Lazard Asset Management LLC 0.00% Add +209.6% 83,799 $1.2M
ProShare Advisors LLC 0.00% Reduce -7.4% 82,884 $1.2M
Atria Investments, Inc 0.01% Add +1.6% 81,680 $1.2M
HighTower Advisors, LLC 0.00% Reduce -19.3% 81,605 $1.2M
Focus Partners Wealth 0.00% Reduce -25.3% 80,675 $1.2M
Corient Private Wealth LP 0.00% Add +92.3% 80,346 $1.2M
Amundi 0.00% Reduce -3.0% 78,327 $1.1M
Legato Capital Management LLC 0.09% Add +7.4% 75,804 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +22.4% 75,084 $1.1M
Stifel Financial Corp. 0.00% Reduce -12.9% 74,055 $1.1M
Natixis Advisors, LLC 0.00% Add +4.0% 72,829 $1.1M
Texas Yale Capital Corp. 0.02% No change 72,171 $1.1M
Nisa Investment Advisors, LLC 0.00% Add +7.5% 71,178 $1.1M
Pacer Advisors, Inc. 0.00% Add +29.7% 71,581 $1.0M
Xponance LLC 0.01% Add +3.8% 71,198 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -1.2% 70,662 $1.0M
O'shaughnessy Asset Management, LLC 0.00% Reduce -58.2% 70,533 $1.0M
Tidal Investments LLC 0.00% Add +24.3% 69,997 $1.0M
Merit Financial Group, LLC 0.01% Add +23.5% 69,397 $1.0M
Revolve Wealth Partners, LLC 0.11% New 69,120 $1.0M
Pictet Asset Management Holding SA 0.00% Reduce -19.9% 68,523 $1.0M
Allworth Financial LP 0.00% Add +2.3% 68,078 $997K
Neuberger Berman Group LLC 0.00% Add +9.9% 66,727 $978K
CIBC Bancorp USA Inc. 0.00% Add +7.3% 65,440 $959K
Guggenheim Capital LLC 0.01% Add +19.8% 61,335 $899K
Tower Research Capital LLC (TRC) 0.02% Add +64.2% 60,406 $885K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -1.6% 60,084 $880K
Linden Thomas Advisory Services, LLC 0.07% Reduce -0.1% 58,726 $860K
Equitable Holdings, Inc. 0.01% Add +102.1% 56,881 $833K
Fiduciary Trust Co 0.01% Add +36.0% 56,777 $832K
Confluence Wealth Services, Inc. 0.02% Add +0.5% 55,464 $813K
Jackson Square Capital, LLC 0.11% Add +231.7% 53,650 $786K
STRS Ohio 0.00% Add +27.4% 53,400 $782K
VAUGHAN & Co SECURITIES, INC. 0.36% Reduce -4.7% 52,477 $769K
Pallas Capital Advisors LLC 0.02% Add +9.4% 52,094 $763K
Savant Capital, LLC 0.00% Add +108.7% 55,446 $750K
NFSG Corp 0.09% No change 49,899 $731K
AE Wealth Management LLC 0.00% Add +19.6% 49,734 $729K
Public Employees Retirement Association of Colorado 0.00% No change 49,706 $728K
Ignite Planners, LLC 0.10% Reduce -1.4% 49,660 $728K
Osaic Holdings, Inc. 0.00% Add +3.3% 48,202 $706K
Inspire Investing, LLC 0.03% Add +9.8% 46,179 $677K
1832 Asset Management L.P. 0.00% Reduce -15.1% 46,160 $676K
Bank of Montreal 0.00% Reduce -5.3% 45,158 $662K
Greenleaf Trust 0.01% Reduce -8.6% 44,440 $651K
Sciencast Management LP 0.13% New 42,715 $626K
Teton Advisors, LLC 0.36% No change 42,000 $615K
Martingale Asset Management L P 0.01% Reduce -12.4% 41,829 $613K
Brevan Howard Capital Management LP 0.01% Add +82.8% 40,988 $600K
Rockefeller Capital Management L.P. 0.00% Add +3.1% 40,145 $588K
Y-Intercept (Hong Kong) Ltd 0.01% New 39,243 $575K
DRW Securities, LLC 0.03% Add +225.5% 38,777 $568K
Janney Montgomery Scott LLC 0.00% Add +39.5% 38,800 $568K
Ensign Peak Advisors, Inc 0.00% Add +0.1% 38,296 $561K
Apollon Wealth Management, LLC 0.01% Add +145.5% 37,618 $551K
Gateway Investment Advisers LLC 0.01% New 37,235 $545K
First Manhattan Co. Llc. 0.00% Reduce -12.8% 35,598 $525K
Securian Asset Management, Inc. 0.02% Reduce -0.4% 35,144 $525K
Steward Partners Investment Advisory, LLC 0.00% Add +34.3% 35,703 $523K
Retirement Income Solutions, Inc. 0.09% No change 42,438 $521K
Cannell & Spears LLC 0.01% No change 35,000 $513K
Aviva PLC 0.00% Reduce -18.1% 34,928 $512K
Brighton Jones LLC 0.01% Reduce -0.9% 34,862 $511K
McGuire Capital Advisors Inc. 0.28% Add +46.4% 34,775 $509K
Salzhauer Michael 0.18% Reduce -78.6% 34,200 $501K
Evergreen Capital Management LLC 0.01% No change 33,783 $498K
Watershed Asset Management, L.L.C. 0.44% No change 33,334 $488K
SG Americas Securities, LLC 0.00% Reduce -78.6% 32,524 $476K
HB Wealth Management, LLC 0.00% Add +46.1% 32,237 $472K
MAI Capital Management 0.00% Add +87.7% 31,925 $470K
Swiss Life Asset Management Ltd 0.00% Add +7.1% 31,884 $467K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -48.2% 31,600 $463K
Envestnet Asset Management Inc. 0.00% Add +108.0% 31,273 $458K
Virtus Advisers, LLC 0.18% Add +2.5% 30,959 $454K
Sivia Capital Partners, LLC 0.05% New 30,511 $447K
Hantz Financial Services, Inc. 0.01% Add +7.3% 30,286 $444K
Rothschild Investment LLC 0.02% Add +7.4% 29,329 $430K
Cornerstone Wealth Group, LLC 0.03% No change 29,194 $428K
BTG Pactual Asset Management US LLC 0.03% New 28,885 $423K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Reduce -3.1% 28,564 $421K
Bleakley Financial Group, LLC 0.01% Add +9.4% 27,916 $409K
Smallwood Wealth Investment Management, LLC 0.18% No change 27,915 $409K
Crossmark Global Holdings, Inc. 0.01% No change 27,134 $398K
United Capital Financial Advisors, LLC 0.00% Add +13.8% 26,715 $391K
Integrated Wealth Concepts LLC 0.00% Reduce -17.8% 26,318 $386K
DNB Asset Management AS 0.00% No change 26,295 $385K
Profund Advisors LLC 0.01% Add +2.1% 26,009 $381K
Evolve Private Wealth, LLC 0.02% Reduce -55.4% 25,672 $380K
Carnegie Lake Advisors LLC 0.14% No change 25,862 $379K
Abel Hall, LLC 0.06% Add +1.6% 25,638 $376K
Citizens Financial Group Inc. 0.00% Reduce -16.6% 25,247 $373K
Alpine Woods Capital Investors, LLC 0.08% Reduce -6.8% 25,055 $367K
Hillsdale Investment Management Inc. 0.01% Reduce -10.8% 25,010 $366K
Jane Street Group, LLC 0.00% Reduce -97.3% 24,839 $364K
ExodusPoint Capital Management, LP 0.00% Reduce -95.4% 24,575 $360K
Ritholtz Wealth Management 0.01% Add +2.7% 24,500 $359K
Vise Technologies, Inc. 0.00% Add +42.1% 24,458 $358K
Blueshift Asset Management, LLC 0.08% New 24,168 $354K
Pine Valley Investments Ltd Liability Co 0.01% Add +40.4% 23,989 $353K
Biltmore Family Office, LLC 0.04% No change 23,029 $340K
Cullen/Frost Bankers, Inc. 0.00% No change 23,000 $337K
FLC Capital Advisors 0.06% No change 22,964 $336K
SYM FINANCIAL Corp 0.03% Add +2.4% 22,875 $335K
Prime Capital Investment Advisors, LLC 0.00% Reduce -4.4% 22,424 $329K
Brown Brothers Harriman & Co. 0.00% No change 22,383 $328K
Northwest & Ethical Investments L.P. 0.01% Reduce -62.2% 21,901 $321K
Waverly Advisors, LLC 0.00% Add +5.8% 21,744 $319K
Keybank National Association 0.00% Add +22.4% 21,063 $309K
Axq Capital, LP 0.03% Reduce -70.1% 20,814 $305K
Chicago Partners Investment Group LLC 0.01% Reduce -6.4% 21,041 $304K
Greenwood Gearhart LLC 0.01% Add +7.3% 20,400 $299K
HSBC Holdings PLC 0.00% Reduce -6.8% 20,232 $296K
Summit Financial, LLC 0.00% Add +0.2% 19,749 $291K
Sax Wealth Advisors, LLC 0.01% Reduce -1.3% 23,487 $288K
Choreo, LLC 0.00% Reduce -18.9% 19,348 $286K
Private Advisor Group, LLC 0.00% Add +3.8% 19,201 $281K
Valley Wealth Managers, Inc. 0.02% Reduce -65.9% 19,191 $281K
MQS Management LLC 0.34% New 18,943 $278K
Proficio Capital Partners LLC 0.01% New 18,838 $276K
Successful Portfolios LLC 0.13% Add +0.0% 18,747 $274K
Azimuth Capital Investment Management LLC 0.01% No change 18,500 $271K
Pinnacle Associates Ltd. 0.00% Reduce -5.3% 18,272 $268K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +17.0% 17,372 $255K
CIBC Asset Management Inc 0.00% Add +12.8% 17,176 $252K
KMG Fiduciary Partners, LLC 0.02% No change 17,133 $251K
Vident Advisory, LLC 0.00% Add +0.9% 16,944 $248K
Sterling Capital Management LLC 0.00% Reduce -23.6% 16,830 $247K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.2% 16,678 $244K
Sanctuary Advisors, LLC 0.00% Add +15.2% 16,504 $242K
GAMMA Investing LLC 0.01% Add +5.7% 15,999 $234K
AlphaGrep UK Ltd 0.07% Reduce -11.6% 15,983 $234K
Paragon Capital Management Ltd 0.04% Reduce -24.8% 15,851 $232K
WealthPlan Investment Management, LLC 0.01% No change 15,846 $232K
Park Avenue Securities LLC 0.00% Add +0.7% 15,847 $232K
Shelton Capital Management 0.00% No change 15,531 $228K
KBC Group NV 0.00% No change 15,309 $224K
PSI Advisors, LLC 0.05% Reduce -50.0% 15,250 $223K
Breakwater Capital Group 0.03% No change 15,137 $222K
Rodgers & Associates, LTD 0.02% No change 15,000 $220K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.3% 14,957 $219K
Cary Street Partners Financial LLC 0.00% No change 14,843 $217K
Wealth Advisors of Tampa Bay, LLC 0.07% Reduce -8.2% 14,674 $215K
Inceptionr LLC 0.05% New 14,646 $215K
OneDigital Investment Advisors LLC 0.00% Add +4.6% 14,600 $214K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.0% 14,314 $210K
Praxis Investment Management Inc. 0.01% No change 14,113 $207K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.7% 13,863 $203K
Affinity Wealth Management LLC 0.03% New 13,663 $200K
MBL Wealth, LLC 0.01% Add +3.9% 13,551 $199K
M&T Bank Corp 0.00% Add +6.2% 13,499 $198K
Schonfeld Strategic Advisors LLC 0.00% Add +6.2% 13,506 $198K
Marble Wealth, LLC 0.03% Add +0.9% 13,373 $196K
W Advisors, LLC 0.09% No change 13,339 $195K
Van Hulzen Asset Management, LLC 0.01% Add +5.7% 13,000 $190K
Abner Herrman & Brock LLC 0.02% No change 12,650 $185K
Ledgewood Wealth Advisors, LLC 0.10% No change 12,617 $185K
Cogent Private Wealth, Inc. 0.11% New 12,523 $183K
Perigon Wealth Management, LLC 0.00% Add +1.2% 12,246 $179K
MML Investors Services, LLC 0.00% Add +20.6% 12,182 $178K
Gables Capital Management Inc. 0.06% No change 12,080 $177K
GTS Securities LLC 0.00% Reduce -59.8% 12,077 $177K
Modera Wealth Management, LLC 0.00% Add +4.8% 12,030 $176K
Frec Markets, Inc. 0.02% Add +10.2% 11,974 $175K
Parcion Private Wealth LLC 0.01% Add +8.9% 11,771 $172K
NorthCrest Asset Manangement, LLC 0.00% Reduce -5.6% 11,680 $171K
Global Retirement Partners, LLC 0.00% — 11,599 $170K
Meeder Advisory Services, Inc. 0.01% Reduce -1.3% 11,279 $165K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 11,106 $163K
PCM Encore, LLC 0.03% Add +4.0% 11,098 $163K
Orion Porfolio Solutions, LLC 0.00% Add +3.1% 11,077 $162K
Canada Pension Plan Investment Board 0.00% New 11,000 $161K
Inspire Advisors, LLC 0.01% New 10,910 $160K
&partners 0.00% New 10,538 $154K
VestGen Advisors, LLC 0.00% Add +0.2% 10,479 $154K
PFG Investments, LLC 0.01% Reduce -1.3% 10,457 $153K
Signaturefd, LLC 0.00% Add +25.8% 10,339 $151K
Sfmg, LLC 0.01% No change 10,156 $149K
CreativeOne Wealth, LLC 0.00% Reduce -1.7% 10,000 $147K
Nykredit A/S 0.00% — 9,338 $137K
Jones Financial Companies LLLP 0.00% Add +20.3% 8,580 $126K
Walleye Trading LLC 0.00% Reduce -16.0% 8,616 $126K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -17.3% 8,491 $124K
IFP Advisors, Inc 0.00% Add +239.5% 8,478 $124K
Bayforest Capital Ltd 0.11% Reduce -15.3% 8,368 $123K
Cassaday & Co Wealth Management LLC 0.00% New 7,775 $114K
EverSource Wealth Advisors, LLC 0.00% Reduce -36.8% 7,018 $103K
PEAK6 LLC 0.00% Reduce -80.1% 6,910 $101K
Parallel Advisors, LLC 0.00% Add +8.9% 6,710 $98K
Blue Trust, Inc. 0.00% Reduce -16.4% 6,679 $98K
USA Financial Formulas 0.02% — 6,510 $95K
Smartleaf Asset Management LLC 0.00% No change 6,267 $92K
UMB Bank, n.a. 0.00% No change 6,128 $90K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -84.0% 5,866 $86K
NewEdge Advisors, LLC 0.00% Reduce -2.4% 5,390 $79K
True Wealth Design, LLC 0.02% Add +7.3% 5,052 $74K
Essential Partners LLC 0.03% Reduce -58.5% 4,958 $73K
Tokio Marine Asset Management Co. Ltd. 0.00% New 4,918 $72K
Versant Capital Management, Inc 0.01% No change 4,497 $66K
Brown, Lisle/Cummings, Inc. 0.01% No change 4,400 $64K
Atlantic Union Bankshares Corp 0.00% No change 4,381 $64K
Farther Finance Advisors, LLC 0.00% Reduce -1.6% 4,191 $61K
US Bancorp \de 0.00% Add +4.5% 3,909 $57K
Optiver Holding B.V. 0.00% Add +766.8% 3,840 $56K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.5% 3,628 $53K
Key Financial Inc 0.01% No change 3,494 $51K
Kemnay Advisory Services Inc. 0.01% Reduce -46.2% 3,277 $48K
Federation des caisses Desjardins du Quebec 0.00% New 3,030 $44K
First Horizon Corp. 0.00% Add +8.1% 2,711 $40K
Nomura Asset Management Co. Ltd. 0.00% Reduce -56.5% 2,700 $40K
Geneos Wealth Management Inc. 0.00% Reduce -25.0% 2,530 $37K
Los Angeles Capital Management LLC 0.00% No change 2,390 $35K
Prestige Wealth Management Group LLC 0.01% No change 2,300 $34K
Assetmark, Inc. 0.00% Add +3.2% 2,219 $33K
Covestor Ltd 0.02% Add +2.6% 2,167 $32K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,115 $31K
Cedar Mountain Advisors, LLC 0.01% No change 2,112 $31K
Quent Capital, LLC 0.00% Add +0.6% 1,955 $29K
Compass Financial Management LLC 0.00% — 1,915 $28K
Quantum Portfolio Management LLC 0.01% New 1,934 $28K
Eurizon Capital SGR S.p.A. 0.00% Add +35.9% 1,815 $27K
WPG Advisers, LLC 0.01% Add +16.3% 1,654 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.1% 1,533 $22K
Fortitude Family Office, LLC 0.00% Add +92.8% 1,531 $22K
Basecamp Wealth Advisors LLC 0.00% No change 1,459 $21K
Rossby Financial, LCC 0.00% Reduce -0.2% 1,344 $20K
Institute for Wealth Management, LLC. 0.00% New 1,250 $18K
SBI Securities Co., Ltd. 0.00% Reduce -14.0% 1,151 $17K
International Assets Investment Management, LLC 0.00% Reduce -2.0% 939 $14K
SJS Investment Consulting Inc. 0.00% Add +177.9% 906 $13K
Clearstead Trust, LLC 0.00% No change 888 $13K
Larson Financial Group LLC 0.00% Add +2.3% 835 $12K
CVA Family Office, LLC 0.00% Add +11.9% 806 $12K
Parkside Financial Bank & Trust 0.00% No change 799 $12K
Owl Creek Wealth Partners LLC 0.00% No change 725 $11K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -86.3% 524 $8K
Physician Wealth Advisors, Inc. 0.00% No change 523 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 500 $7K
Danske Bank A/S 0.00% No change 500 $7K
Summit Securities Group LLC 0.00% New 484 $7K
Cary Street Partners Investment Advisory LLC 0.00% Add +0.2% 452 $7K
Fiduciary Financial Advisors 0.00% New 451 $7K
Farmers & Merchants Investments Inc. 0.00% No change 423 $6K
Private Wealth Management Group, LLC 0.00% No change 416 $6K
LRI Investments, LLC 0.00% Reduce -43.6% 403 $6K
Bangor Savings Bank 0.00% No change 350 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +2.6% 349 $5K
JFS Wealth Advisors, LLC 0.00% Add +44.3% 339 $5K
Bogart Wealth, LLC 0.00% New 303 $4K
Activest Wealth Management 0.00% No change 291 $4K
Wealth Enhancement Trust Services, Inc. 0.00% Add +436.0% 268 $4K
Cornerstone Planning Group LLC 0.00% Add +0.4% 234 $3K
Manchester Capital Management LLC 0.00% Add +10.1% 229 $3K
Stone House Investment Management, LLC 0.00% No change 226 $3K
Clearstead Advisors, LLC 0.00% Add +101.0% 211 $3K
Bell Investment Advisors, Inc 0.00% No change 208 $3K
Montag A & Associates Inc. 0.00% No change 200 $3K
Buck Wealth Strategies, LLC 0.00% New 200 $3K
Kilter Group LLC 0.00% Add +12.2% 193 $3K
Ameriflex Group, Inc. 0.00% New 178 $3K
JPL Wealth Management, LLC 0.00% Add +36.5% 172 $3K
Creative Capital Management Investments LLC 0.00% New 170 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -43.0% 167 $2K
Valued Wealth Advisors LLC 0.00% New 159 $2K
Ares Financial Consulting, LLC 0.00% No change 137 $2K
Financial Consulate, Inc. 0.00% No change 128 $2K
LifeSteps Financial, Inc. 0.00% New 125 $2K
Torren Management, LLC 0.00% Add +0.9% 112 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.9% 98 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +31.4% 92 $1K
Raffa Wealth Management, LLC 0.00% No change 90 $1K
Quarry LP 0.00% New 89 $1K
C M Bidwell & Associates Ltd. 0.00% No change 87 $1K
HFM Investment Advisors, LLC 0.00% Add +102.4% 85 $1K
Rialto Wealth Management, LLC 0.00% Add +14.9% 77 $1K
MV Capital Management, Inc. 0.00% No change 75 $1K
Zions Bancorporation, National Association 0.00% No change 60 $879
Principia Wealth Advisory, LLC 0.00% Add +61.5% 42 $615
Bear Mountain Capital, Inc. 0.00% No change 35 $510
Sachetta, LLC 0.00% New 30 $440
Huntington National Bank 0.00% New 28 $410
Caitong International Asset Management Co., Ltd 0.00% Reduce -54.2% 27 $396
SHP Wealth Management 0.00% New 24 $352
Transamerica Financial Advisors, LLC 0.00% No change 22 $324
DecisionPoint Financial, LLC 0.00% New 17 $252
Medallion Wealth Advisors, LLC 0.00% New 14 $205
Silver Grove Financial Group, Inc. 0.00% New 12 $176
Signature Equity Partners, LLC 0.00% No change 10 $147
Harbour Investments, Inc. 0.00% No change 10 $147
Dunhill Financial, LLC 0.00% No change 9 $133
Maryland Capital Advisors Inc. 0.00% — 7 $103
AdvisorNet Financial, Inc 0.00% New 4 $59
Trust Co. of Vermont 0.00% — 1 $15
Planning Strategies Inc. 0.00% — 1 $15
Avion Wealth 0.00% No change 65 $0
Evolution Advisers, Inc. 0.00% New 2 $0
Navigoe, LLC 0.00% New 39 $0

"% of holder's portfolio" is VLY's weight in each manager's 13F, not the share of Valley National Bancorp the manager owns.