# VALLEY NATL BANCORP (VLY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VLY/

- Reporting holders: 13
- Reported value: $64.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $63.5M | 5,032,506 | 0.6% | 5 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $241.7K | 19,152 | 0.0% | 32 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $239.2K | 18,747 | 0.1% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $207.3K | 16,426 | 0.0% | 12 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $201.5K | 15,969 | 0.0% | 14 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $191.0K | 15,137 | 0.0% | 7 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $159.2K | 12,617 | 0.1% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $60.0K | 4,755 | 0.0% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $59.4K | 4,706 | 0.0% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $4.4K | 350 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.1K | 167 | 0.0% | 19 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $631 | 50 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $177 | 14 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $64.9M |
| Q2 2026 | 475 | $6.7B |
| Q1 2026 | 463 | $5.1B |
| Q4 2025 | 457 | $5.0B |
| Q3 2025 | 412 | $4.4B |
| Q2 2025 | 395 | $3.5B |
| Q1 2025 | 381 | $3.6B |
| Q4 2024 | 382 | $3.5B |
| Q3 2024 | 357 | $3.1B |
| Q2 2024 | 360 | $2.4B |
| Q1 2024 | 375 | $2.7B |
| Q4 2023 | 348 | $3.5B |