Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 70.7M | $867.7M | +0.3% | 12.722% | 0.02% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 29.7M | $365.2M | -2.1% | 5.355% | 0.08% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25.0M | $307.0M | β | 4.501% | 0.02% |
| 4 | STATE STREET CORP | 23.3M | $289.1M | -10.9% | 4.199% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 21.3M | $261.0M | β | 3.826% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 15.5M | $190.5M | +32.6% | 2.793% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 14.6M | $179.9M | +12.4% | 2.637% | 0.01% |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 12.5M | $153.0M | -6.0% | 2.243% | 0.26% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 10.3M | $123.9M | +70.9% | 1.853% | 0.06% |
| 10 | Azora Capital LP | 8.9M | $109.9M | +14.8% | 1.611% | 7.23% |
| 11 | GOLDMAN SACHS GROUP INC | 7.8M | $95.9M | +5.6% | 1.406% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.7M | $94.8M | +0.1% | 1.391% | 0.01% |
| 13 | UBS Group AG | 7.5M | $91.6M | +63.0% | 1.344% | 0.01% |
| 14 | JUPITER ASSET MANAGEMENT LTD | 6.9M | $84.6M | +9565.9% | 1.240% | 0.45% |
| 15 | MORGAN STANLEY | 6.0M | $74.2M | +5.7% | 1.087% | 0.00% |
| 16 | AMERICAN CENTURY COMPANIES INC | 6.0M | $74.0M | -1.1% | 1.085% | 0.04% |
| 17 | VOYA INVESTMENT MANAGEMENT LLC | 6.0M | $73.5M | +56.8% | 1.077% | 0.08% |
| 18 | NORTHERN TRUST CORP | 5.6M | $68.4M | +3.3% | 1.002% | 0.01% |
| 19 | Freestone Grove Partners LP | 5.4M | $66.9M | +737.3% | 0.981% | 0.49% |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | 5.0M | $61.0M | -28.7% | 0.895% | 0.21% |
| 21 | Artemis Investment Management LLP | 4.9M | $59.8M | +24.4% | 0.876% | 0.63% |
| 22 | Bank of New York Mellon Corp | 4.8M | $58.7M | +0.1% | 0.861% | 0.01% |
| 23 | MARSHALL WACE, LLP | 4.5M | $55.7M | -33.6% | 0.816% | 0.06% |
| 24 | Squarepoint Ops LLC | 4.0M | $48.6M | -24.5% | 0.712% | 0.06% |
| 25 | BANK OF AMERICA CORP /DE/ | 3.9M | $48.1M | +8.0% | 0.706% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VLY β a direct measure of their conviction.
Filings activity in VLY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 451 | +1.1% | 60.24% | +0.95 pp | $4.90B | +1.6% |
| Q4 2025 | 446 | +13% | 59.29% | +6.33 pp | $4.82B | +12% |
| Q3 2025 | 394 | +2.1% | 52.96% | +10.86 pp | $4.30B | +26% |
| Q2 2025 | 386 | +4.0% | 42.10% | 0.68 pp | $3.42B | 1.6% |
| Q1 2025 | 371 | +2.2% | 42.78% | +0.86 pp | $3.48B | +2.1% |
| Q4 2024 | 363 | +7.7% | 41.92% | +5.37 pp | $3.41B | +15% |
| Q3 2024 | 337 | 2.0% | 36.55% | +8.14 pp | $2.97B | +29% |
| Q2 2024 | 344 | β | 28.41% | β | $2.31B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VLY stock.
Based on Q1 2026 13F filings, institutional ownership of Valley National Bancorp stands at 60.2%, held across 451 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of VLY, with approximately 70,662,585 shares worth $0.87B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of VLY.
Our composite Smart Money Score for VLY is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in VLY during Q1 2026, while 56 fully exited. 287 added to existing positions and 100 trimmed.
VLY institutional ownership rose by 0.95 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 58.2% of all reported 13F value in VLY, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.