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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,424
shares
|
$15,393
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,259
shares
|
$13,609
0.0% of portfolio
|
Q3 2025
Added 227.01%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,220
shares
|
$13,188
0.0% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,109
shares
|
$11,988
0.0% of portfolio
|
Q3 2024
Reduced 51.15%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,027
shares
|
$11,101
0.0% of portfolio
|
Q3 2025
Added 40.49%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$9,729
0.0% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
800
shares
|
$8,648
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
783
shares
|
$8,464
0.0% of portfolio
|
Q3 2025
Added 374.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
765
shares
|
$8,269
0.0% of portfolio
|
Q2 2020
Reduced 61.39%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
684
shares
|
$7,394
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
660
shares
|
$7,134
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
633
shares
|
$6,842
0.0% of portfolio
|
Q3 2025
Reduced 88.97%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
522
shares
|
$5,642
0.0% of portfolio
|
Q2 2025
Added 137.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
515
shares
|
$5,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
483
shares
|
$5,221
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
416
shares
|
$4,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
403
shares
|
$4,356
0.0% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
364
shares
|
$3,934
0.0% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
353
shares
|
$3,815
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
350
shares
|
$3,783
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
325
shares
|
$3,513
0.0% of portfolio
|
Q2 2022
Reduced 98.87%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$3,243
0.0% of portfolio
|
Q3 2025
Added 26.05%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
279
shares
|
$3,015
0.0% of portfolio
|
Q1 2025
Added 82.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$2,670
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
242
shares
|
$2,616
0.0% of portfolio
|
Q3 2025
New holding
|
|