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 $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
350
shares
|
$3,762
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
325
shares
|
$3,493
0.0% of portfolio
|
Q2 2022
Reduced 98.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
320
shares
|
$3,440
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$3,225
0.0% of portfolio
|
Q3 2024
Reduced 94.96%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
279
shares
|
$2,999
0.0% of portfolio
|
Q1 2025
Added 82.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
252
shares
|
$2,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$2,655
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
238
shares
|
$2,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
200
shares
|
$2,150
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
176
shares
|
$1,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
165
shares
|
$1,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
121
shares
|
$1,300
0.0% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
120
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
105
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
105
shares
|
$1,128
0.0% of portfolio
|
Q1 2025
Reduced 84.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
102
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
Reduced 60.92%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
100
shares
|
$1,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
90
shares
|
$967
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
69
shares
|
$741
0.0% of portfolio
|
Q2 2025
Reduced 38.94%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
65
shares
|
$698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
65
shares
|
$698
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
59
shares
|
$634
0.0% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$430
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
34
shares
|
$365
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
32
shares
|
$344
0.0% of portfolio
|
Q2 2024
New holding
|