Institutional Ownership Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY). We have compiled data on the 468 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
19,450
shares
|
$210,254
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
19,010
shares
|
$205,498
0.0% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
19,000
shares
|
$205,390
0.02% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
18,834
shares
|
$203,595
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,597
shares
|
$201,033
0.0% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,581
shares
|
$200,860
0.0% of portfolio
|
Q3 2023
Added 22.39%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
18,449
shares
|
$199,433
0.02% of portfolio
|
Q3 2025
Added 31.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
18,243
shares
|
$197,206
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
17,641
shares
|
$190,699
0.01% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,541
shares
|
$189,618
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
17,513
shares
|
$189,315
0.0% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,487
shares
|
$189,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,363
shares
|
$187,694
0.0% of portfolio
|
Q2 2023
Reduced 21.37%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
17,133
shares
|
$185,207
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,964
shares
|
$183,380
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,910
shares
|
$182,797
0.0% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
16,532
shares
|
$178,710
0.0% of portfolio
|
Q3 2025
Added 56.05%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
16,108
shares
|
$174,127
0.0% of portfolio
|
Q3 2025
Reduced 60.76%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,099
shares
|
$174,030
0.03% of portfolio
|
Q4 2021
Reduced 5.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
16,060
shares
|
$173,608
0.0% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
15,979
shares
|
$172,732
0.06% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,846
shares
|
$171,295
0.01% of portfolio
|
Q1 2024
Reduced 31.0%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
15,764
shares
|
$170,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
15,309
shares
|
$165,490
0.0% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,250
shares
|
$164,852
0.04% of portfolio
|
Q3 2025
Reduced 50.0%
|
|