VALLEY NATL BANCORP (VLY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
446
Reporting holders
$6.3B
Reported value
77.0%
Of shares outstanding
0.4%
Held as options
+9
Holder change
Institutions report 425,547,157 shares against 552,605,226 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 73,653,652 | 0.02% | 8q | +4.2%+$43.8M |
| DIMENSIONAL FUND ADVISORS LP | $447.3M | 30,528,862 | 0.08% | 31q | +2.6%+$11.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370.6M | 25,297,793 | 0.02% | 2q | +1.2%+$4.3M |
| STATE STREET CORP | $351.3M | 23,800,351 | 0.01% | 31q | +2.0%+$7.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $311.8M | 21,283,880 | 0.01% | 2q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $294.3M | 20,091,604 | 0.05% | 22q | +29.5%+$67.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $222.5M | 15,188,393 | 0.01% | 31q | +3.7%+$7.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $179.7M | 12,267,304 | 0.27% | 3q | -1.5%-$2.8M |
| Azora Capital LP | $150.1M | 10,247,196 | 6.32% | 4q | +14.5%+$19.0M |
| AQR CAPITAL MANAGEMENT LLC | $137.4M | 9,390,111 | 0.05% | 26q | -8.8%-$13.2M |
| GOLDMAN SACHS GROUP INC | $129.0M | 8,806,286 | 0.01% | 31q | +12.7%+$14.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110.7M | 7,554,276 | 0.01% | 31q | -2.2%-$2.5M |
| Sixth Street Partners Management Company, L.P. | $110.7M | 7,554,276 | 0.01% | new | NEW |
| Artemis Investment Management LLP | $106.6M | 7,276,674 | 0.95% | 4q | +49.5%+$35.3M |
| MORGAN STANLEY | $106.2M | 7,250,429 | 0.01% | 35q | +20.1%+$17.8M |
| JUPITER ASSET MANAGEMENT LTD | $100.9M | 6,885,523 | 0.50% | 4q | HELD |
| Freestone Grove Partners LP | $88.9M | 6,066,353 | 0.57% | 4q | +11.3%+$9.0M |
| AMERICAN CENTURY COMPANIES INC | $88.8M | 6,062,869 | 0.04% | 31q | +0.6%+$523.9K |
| NORTHERN TRUST CORP | $84.9M | 5,798,113 | 0.01% | 31q | +4.2%+$3.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $82.3M | 5,617,239 | 0.07% | 31q | -6.1%-$5.4M |
| NORGES BANK | $77.3M | 5,275,012 | 0.01% | 32q | -13.9%-$12.5M |
| Bank of New York Mellon Corp | $68.3M | 4,660,465 | 0.01% | 31q | -2.6%-$1.8M |
| MARSHALL WACE, LLP | $60.0M | 4,097,989 | 0.05% | 9q | -9.6%-$6.4M |
| Nuveen, LLC | $57.5M | 3,925,414 | 0.01% | 6q | +2.6%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $53.2M | 3,632,089 | 0.00% | 31q | -7.3%-$4.2M |
| UBS Group AG | $53.2M | 3,630,239 | 0.01% | 31q | -51.3%-$56.1M |
| MILLENNIUM MANAGEMENT LLC | $52.6M | 3,589,337 | 0.02% | 13q | -0.6%-$293.9K |
| VANGUARD FIDUCIARY TRUST CO | $47.2M | 3,222,303 | 0.01% | 2q | +2.0%+$941.1K |
| MACKENZIE FINANCIAL CORP | $40.3M | 2,751,219 | 0.04% | 21q | +253.3%+$28.9M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $36.4M | 2,485,793 | 0.60% | 6q | -4.8%-$1.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $36.3M | 2,478,121 | 0.10% | 15q | -50.1%-$36.5M |
| Walleye Capital LLC | $32.9M | 2,231,252 | 0.12% | 3q | +199118.9%+$32.9M |
| Squarepoint Ops LLC | $31.0M | 2,116,750 | 0.03% | 17q | -46.5%-$26.9M |
| Invesco Ltd. | $28.6M | 1,951,142 | 0.00% | 31q | -24.2%-$9.1M |
| VICTORY CAPITAL MANAGEMENT INC | $27.7M | 1,893,791 | 0.02% | 28q | +7.1%+$1.9M |
| Leeward Investments, LLC - MA | $26.7M | 1,820,648 | 1.21% | 14q | -2.1%-$583.2K |
| JPMORGAN CHASE & CO | $26.2M | 1,765,911 | 0.00% | 31q | +20.9%+$4.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25.5M | 1,739,153 | 0.01% | 3q | +7301.3%+$25.1M |
| PICTON MAHONEY ASSET MANAGEMENT | $22.5M | 1,534,220 | 0.17% | 4q | -2.4%-$547.3K |
| ENDEAVOUR CAPITAL ADVISORS INC | $22.3M | 1,524,356 | 4.58% | 26q | -8.4%-$2.1M |
| RHUMBLINE ADVISERS | $21.9M | 1,497,702 | 0.02% | 31q | +2.1%+$455.7K |
| Cander Asset Management LP | $20.1M | 1,370,386 | 3.72% | 3q | -31.2%-$9.1M |
| ALGERT GLOBAL LLC | $19.3M | 1,319,882 | 0.23% | 7q | -11.1%-$2.4M |
| Verition Fund Management LLC | $18.8M | 1,286,334 | 0.05% | 17q | +176.1%+$12.0M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $17.3M | 1,182,206 | 0.69% | 8q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 1,179,081 | 0.00% | 31q | -8.3%-$1.6M |
| Bridgewater Associates, LP | $17.2M | 1,171,898 | 0.07% | 4q | -20.3%-$4.4M |
| Cinctive Capital Management LP | $16.8M | 1,145,015 | 0.62% | 2q | +220.4%+$11.5M |
| First Eagle Investment Management, LLC | $16.4M | 1,118,000 | 0.03% | 11q | +15.1%+$2.1M |
| PRINCIPAL FINANCIAL GROUP INC | $16.0M | 1,094,245 | 0.01% | 31q | +1.3%+$212.8K |
| PRUDENTIAL FINANCIAL INC | $15.7M | 1,069,376 | 0.02% | 31q | +743.2%+$13.8M |
| AXIOM INVESTORS LLC /DE | $15.6M | 1,064,946 | 0.13% | 2q | +46.1%+$4.9M |
| Callodine Capital Management, LP | $15.5M | 1,058,323 | 1.01% | new | NEW |
| Aspen Grove Capital, LLC | $15.3M | 1,039,625 | 2.21% | 13q | -3.8%-$609.2K |
| California Public Employees Retirement System | $14.5M | 988,021 | 0.01% | 31q | +1.6%+$226.2K |
| HOURGLASS CAPITAL, LLC | $14.1M | 961,200 | 1.46% | 31q | +84.8%+$6.5M |
| Swiss National Bank | $13.9M | 945,460 | 0.01% | 31q | -4.8%-$700.3K |
| JANE STREET GROUP, LLC | $12.1M | 24,839 | 0.00% | 14q | -97.3%-$430.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.1M | 230,568 | 0.00% | 31q | -67.8%-$25.4M |
| ALLIANCEBERNSTEIN L.P. | $12.0M | 979,133 | 0.00% | 31q | -27.4%-$4.5M |
| BW Gestao de Investimentos Ltda. | $12.0M | 820,000 | 0.24% | 2q | +17.1%+$1.8M |
| Creative Planning | $12.0M | 816,075 | 0.01% | 18q | +31.4%+$2.9M |
| INTECH INVESTMENT MANAGEMENT LLC | $11.7M | 795,358 | 0.11% | 9q | +0.7%+$80.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.5M | 782,437 | 0.03% | 12q | HELD |
| AMERIPRISE FINANCIAL INC | $10.9M | 740,513 | 0.00% | 31q | -50.5%-$11.1M |
| FRANKLIN RESOURCES INC | $10.7M | 727,890 | 0.00% | 13q | -19.4%-$2.6M |
| Trexquant Investment LP | $10.5M | 715,881 | 0.06% | 10q | +14.4%+$1.3M |
| TWO SIGMA INVESTMENTS, LP | $9.6M | 653,730 | 0.01% | 10q | +4.7%+$429.2K |
| Cambria Investment Management, L.P. | $9.4M | 643,038 | 0.47% | new | NEW |
| Legal & General Group Plc | $9.4M | 641,006 | 0.00% | 31q | -2.2%-$209.4K |
| WELLS FARGO & COMPANY/MN | $8.6M | 585,592 | 0.00% | 31q | +3.6%+$295.4K |
| Cerity Partners LLC | $8.4M | 576,619 | 0.01% | 11q | -5.0%-$446.9K |
| FIRST TRUST ADVISORS LP | $8.4M | 573,393 | 0.00% | 31q | -59.4%-$12.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.0M | 546,551 | 0.01% | 9q | -2.5%-$207.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7.9M | 535,933 | 0.01% | 7q | +29.0%+$1.8M |
| CITIGROUP INC | $7.6M | 519,849 | 0.00% | 31q | +16.0%+$1.1M |
| DEUTSCHE BANK AG\ | $7.5M | 512,384 | 0.00% | 34q | +18.3%+$1.2M |
| MetLife Investment Management, LLC | $7.4M | 506,208 | 0.03% | 32q | +3.3%+$238.2K |
| Retirement Systems of Alabama | $7.2M | 492,890 | 0.02% | 31q | -16.0%-$1.4M |
| Karl Kapital LLC | $7.2M | 490,651 | 4.28% | 2q | +21.5%+$1.3M |
| Man Group plc | $7.1M | 482,756 | 0.01% | 10q | -13.4%-$1.1M |
| CAPITAL FUND MANAGEMENT S.A. | $7.0M | 474,452 | 0.03% | 5q | +138.3%+$4.0M |
| IEQ CAPITAL, LLC | $6.7M | 457,226 | 0.03% | 13q | -45.8%-$5.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6.7M | 454,761 | 0.01% | 31q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.5M | 445,242 | 0.00% | 2q | -2.2%-$148.7K |
| Russell Investments Group, Ltd. | $6.4M | 438,024 | 0.01% | 31q | +75.8%+$2.8M |
| SEI INVESTMENTS CO | $6.3M | 430,572 | 0.01% | 31q | -6.7%-$453.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $6.1M | 418,113 | 0.02% | 3q | -13.6%-$964.0K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5.3M | 363,018 | 0.01% | 31q | HELD |
| J.W. COLE ADVISORS, INC. | $5.3M | 362,212 | 0.09% | new | NEW |
| Elizabeth Park Capital Advisors, Ltd. | $5.3M | 360,935 | 3.65% | 8q | HELD |
| Qube Research & Technologies Ltd | $5.2M | 354,802 | 0.00% | 3q | -63.5%-$9.0M |
| Kestra Advisory Services, LLC | $5.1M | 345,975 | 0.02% | 23q | +1732.1%+$4.8M |
| RAYMOND JAMES FINANCIAL INC | $5.1M | 345,444 | 0.00% | 7q | -5.0%-$264.9K |
| FEDERATED HERMES, INC. | $5.0M | 341,871 | 0.01% | 31q | +10.9%+$493.8K |
| FIFTH THIRD BANCORP | $4.9M | 332,614 | 0.01% | 31q | -10.4%-$568.6K |
| MALTESE CAPITAL MANAGEMENT LLC | $4.8M | 329,522 | 0.88% | 31q | -13.3%-$742.6K |
| ProVise Management Group, LLC | $4.8M | 327,018 | 0.32% | 31q | HELD |
| GABELLI FUNDS LLC | $4.7M | 323,500 | 0.03% | 28q | -3.3%-$161.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.6M | 317,153 | 0.01% | 17q | +256.8%+$3.3M |
Showing the largest 100 of 472 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 446 | $6.3B | 425,547,157 | 52 | 168 | 134 | 0.4% |
| Q1 2026 | 437 | $5.0B | 403,885,753 | 49 | 162 | 119 | 0.4% |
| Q4 2025 | 425 | $4.9B | 417,456,496 | 68 | 134 | 127 | 0.9% |
| Q3 2025 | 378 | $4.3B | 400,449,158 | 55 | 126 | 100 | 2.1% |
| Q2 2025 | 360 | $3.5B | 387,466,371 | 52 | 129 | 96 | 0.2% |
| Q1 2025 | 348 | $3.5B | 398,526,591 | 44 | 141 | 89 | 0.2% |
| Q4 2024 | 350 | $3.5B | 380,983,580 | 48 | 140 | 74 | 1.5% |
| Q3 2024 | 325 | $3.1B | 328,759,977 | 37 | 97 | 110 | 2.4% |
| Q2 2024 | 330 | $2.4B | 333,294,830 | 38 | 103 | 106 | 3.2% |
| Q1 2024 | 337 | $2.7B | 330,461,982 | 64 | 98 | 87 | 2.3% |
| Q4 2023 | 309 | $3.4B | 310,587,516 | 37 | 89 | 91 | 2.0% |
| Q3 2023 | 283 | $2.7B | 303,059,781 | 26 | 79 | 99 | 2.1% |
| Q2 2023 | 288 | $2.4B | 307,108,135 | 44 | 85 | 92 | 2.0% |
| Q1 2023 | 286 | $2.8B | 297,390,888 | 40 | 90 | 83 | 1.6% |
| Q4 2022 | 264 | $2.8B | 248,265,257 | 25 | 91 | 65 | 0.1% |
| Q3 2022 | 332 | $3.1B | 282,839,389 | 33 | 108 | 90 | 0.1% |
| Q2 2022 | 344 | $2.9B | 280,352,198 | 59 | 105 | 78 | 0.1% |
| Q1 2022 | 315 | $3.6B | 272,913,454 | 36 | 105 | 74 | 0.2% |
| Q4 2021 | 323 | $3.6B | 261,863,501 | 32 | 88 | 100 | 0.1% |
| Q3 2021 | 310 | $3.5B | 260,967,137 | 45 | 90 | 79 | 0.1% |
| Q2 2021 | 287 | $3.5B | 260,323,676 | 29 | 76 | 91 | 0.1% |
| Q1 2021 | 290 | $3.6B | 260,578,531 | 32 | 70 | 114 | 0.3% |
| Q4 2020 | 288 | $2.4B | 246,705,626 | 28 | 92 | 78 | 0.2% |
| Q3 2020 | 293 | $1.6B | 239,456,877 | 34 | 83 | 85 | 0.2% |
| Q2 2020 | 288 | $1.9B | 246,164,625 | 37 | 100 | 84 | 0.1% |
| Q1 2020 | 290 | $1.8B | 239,283,390 | 37 | 83 | 98 | 0.1% |
| Q4 2019 | 320 | $2.8B | 248,250,137 | 71 | 126 | 53 | 0.1% |
| Q3 2019 | 270 | $2.2B | 204,230,707 | 36 | 61 | 90 | 0.1% |
| Q2 2019 | 258 | $2.5B | 229,614,388 | 23 | 76 | 66 | 0.1% |
| Q1 2019 | 267 | $2.0B | 208,464,580 | 26 | 79 | 76 | 0.1% |
| Q4 2018 | 273 | $1.8B | 206,245,588 | 8 | 9 | 3 | 0.2% |