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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,578
shares
|
$27,636
0.0% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,302
shares
|
$24,677
0.0% of portfolio
|
Q2 2025
Added 163.09%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,259
shares
|
$24,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,115
shares
|
$22,672
0.0% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2,114
shares
|
$22,662
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,136
shares
|
$12,177
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,109
shares
|
$11,888
0.0% of portfolio
|
Q3 2024
Reduced 51.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
980
shares
|
$10,505
0.0% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
900
shares
|
$9,648
0.0% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
765
shares
|
$8,200
0.0% of portfolio
|
Q2 2020
Reduced 61.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
760
shares
|
$8,147
0.0% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
731
shares
|
$7,836
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
624
shares
|
$6,689
0.0% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
607
shares
|
$6,507
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
522
shares
|
$5,595
0.0% of portfolio
|
Q2 2025
Added 137.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
515
shares
|
$5,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
488
shares
|
$5,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
483
shares
|
$5,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
483
shares
|
$5,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
478
shares
|
$5,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
437
shares
|
$4,684
0.0% of portfolio
|
Q2 2025
Added 45.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
416
shares
|
$4,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
385
shares
|
$4,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
383
shares
|
$4,105
0.0% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
367
shares
|
$3,934
0.0% of portfolio
|
Q2 2025
New holding
|