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 443 institutions that hold shares in the stock, with a total of 392 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
15,798
shares
|
$169,354
0.01% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
15,309
shares
|
$164,112
0.0% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,224
shares
|
$163,201
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
15,137
shares
|
$162,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
15,000
shares
|
$160,800
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
14,915
shares
|
$159,888
0.01% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
14,649
shares
|
$157,037
0.0% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
14,507
shares
|
$155,515
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,459
shares
|
$155,000
0.02% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,112
shares
|
$151,280
0.0% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
14,077
shares
|
$150,905
0.01% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,996
shares
|
$150,037
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
13,760
shares
|
$147,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
13,378
shares
|
$143,412
0.0% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,376
shares
|
$143,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
13,339
shares
|
$142,994
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
13,333
shares
|
$142,929
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,188
shares
|
$141,375
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,171
shares
|
$141,193
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,651
shares
|
$135,618
0.08% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
12,617
shares
|
$135,254
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,524
shares
|
$134,257
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
12,210
shares
|
$130,891
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,004
shares
|
$128,682
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
12,000
shares
|
$128,640
0.05% of portfolio
|
Q4 2023
Reduced 11.11%
|