Valley National Bancorp (VLY) Ownership

10.15 ↓0.04 (-0.39%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Valley National Bancorp (VLY), owning a total of 71.1 million shares. Combined, the top 42 institutional holders of VLY own 70.06% of the company with a total of 356.7 million shares.

In the latest ownership report on June 30th 2024, the top 42 institutional holders increased their combined ownership of VLY by 19.4 million shares. 16 institutions bought 22,657,806 total additional shares and increased their ownership by an average of 104.44%. However 4 institutions sold 3,222,426 total shares and decreased their ownership by an average of 7.97%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Valley National Bancorp increased by a net total of 19,435,380 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.969%	4.437%	71,138,614	3,022,483	2024-06-30
Vanguard Group Inc	8.944%	0.066%	45,549,181	30,107	2024-06-30
State Street Corp	5.212%	9.855%	26,543,708	2,381,250	2024-06-30
Dimensional Fund Advisors, Inc.	5.051%	1.329%	25,722,816	337,416	2024-06-30
Macquarie Group Ltd	3.501%	-1.609%	17,827,845	-291,584	2024-06-30
Fuller & Thaler Asset Management Inc	3.178%	-0.763%	16,183,195	-124,391	2024-06-30
Geode Capital Management, LLC	2.133%	5.014%	10,864,549	518,773	2024-06-30
AQR Capital Management LLC	1.998%	193.173%	10,173,791	6,703,552	2024-06-30
Morgan Stanley - Brokerage Accounts	1.822%	16.564%	9,278,236	1,318,488	2024-06-30
Goldman Sachs Group Inc	1.396%	21.824%	7,110,180	1,273,763	2024-06-30
American Century Companies Inc	1.360%	-28.728%	6,923,772	-2,790,851	2024-06-30
Charles Schwab Investment Management Inc	1.350%	3.943%	6,872,649	260,722	2024-06-30
Bank of New York Mellon Corp	1.067%	0.029%	5,432,604	1,553	2024-06-30
Bank of America Corp	0.966%	14.103%	4,917,198	607,756	2024-06-30
Northern Trust Corp	0.940%	3.972%	4,787,992	182,921	2024-06-30
Millennium Management LLC	0.545%	994.976%	2,775,698	2,522,204	2024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.450%	144.175%	2,292,765	1,353,782	2024-06-30
LSV Asset Management	0.394%	-0.771%	2,007,390	-15,600	2024-06-30
Rafferty Asset Management, LLC	0.386%	83.685%	1,967,525	896,386	2024-06-30
D. E. Shaw & Co LP	0.386%	173.908%	1,963,493	1,246,650	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.969%	4.437%	71,138,614	3,022,483	2024-06-30
Vanguard Group Inc	8.944%	0.066%	45,549,181	30,107	2024-06-30
State Street Corp	5.212%	9.855%	26,543,708	2,381,250	2024-06-30
Dimensional Fund Advisors, Inc.	5.051%	1.329%	25,722,816	337,416	2024-06-30
State Street Corporation	4.745%	7.351%	24,162,458	1,654,637	2024-03-31
Macquarie Group Ltd	3.501%	-1.609%	17,827,845	-291,584	2024-06-30
Fuller & Thaler Asset Management Inc	3.178%	-0.763%	16,183,195	-124,391	2024-06-30
Geode Capital Management, LLC	2.133%	5.014%	10,864,549	518,773	2024-06-30
AQR Capital Management LLC	1.998%	193.173%	10,173,791	6,703,552	2024-06-30
Morgan Stanley - Brokerage Accounts	1.822%	16.564%	9,278,236	1,318,488	2024-06-30
Goldman Sachs Group Inc	1.396%	21.824%	7,110,180	1,273,763	2024-06-30
American Century Companies Inc	1.360%	-28.728%	6,923,772	-2,790,851	2024-06-30
Charles Schwab Investment Management Inc	1.350%	3.943%	6,872,649	260,722	2024-06-30
Bank of New York Mellon Corp	1.067%	0.029%	5,432,604	1,553	2024-06-30
Victory Capital Management Inc.	1.001%	3.267%	5,093,370	161,121	2023-12-31
Bank of America Corp	0.966%	14.103%	4,917,198	607,756	2024-06-30
Northern Trust Corp	0.940%	3.972%	4,787,992	182,921	2024-06-30
NORGES BANK	0.899%	10.056%	4,579,534	418,422	2023-12-31
Citadel Advisors Llc	0.768%	587.631%	3,905,635	3,337,651	2023-09-30
Boston Partners Global Investors, Inc	0.659%	-3.248%	3,344,082	-112,261	2023-06-30
Balyasny Asset Management LLC	0.574%	0.000%	2,920,088	2,920,088	2024-03-31
Millennium Management LLC	0.545%	994.976%	2,775,698	2,522,204	2024-06-30
Verition Fund Managegment, LLC	0.495%	43.172%	2,514,957	758,355	2022-12-31
Gillson Capital LP	0.477%	60.427%	2,419,969	911,514	2023-09-30
Mariner Value Strategies, LLC	0.476%	-35.358%	2,419,015	-1,323,163	2022-12-31
DePrince Race & Zollo Inc	0.473%	-6.584%	2,407,555	-169,689	2023-12-31
Capital World Investors	0.467%	-56.827%	2,372,383	-3,122,617	2023-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.450%	144.175%	2,292,765	1,353,782	2024-06-30
Royce & Associates, LP	0.444%	20.284%	2,262,593	381,552	2024-03-31
Wellington Management Company LLP	0.417%	103.503%	2,123,550	1,080,052	2024-03-31
LSV Asset Management	0.394%	-0.771%	2,007,390	-15,600	2024-06-30
Rockefeller Capital Management L.P.	0.392%	0.000%	1,987,509	1,987,509	2023-06-30
Barclays PLC	0.389%	37.495%	1,979,786	539,885	2024-03-31
Rafferty Asset Management, LLC	0.386%	83.685%	1,967,525	896,386	2024-06-30
D. E. Shaw & Co LP	0.386%	173.908%	1,963,493	1,246,650	2024-06-30
Crawford Investment Counsel, Inc	0.381%	2.218%	1,928,040	41,832	2022-09-30
JPMorgan Chase & Co	0.367%	-2.140%	1,855,704	-40,577	2022-06-30
Endeavour Capital Advisors Inc	0.342%	-14.379%	1,733,592	-291,142	2022-09-30
Nuveen Asset Management, LLC	0.322%	4.913%	1,640,463	76,827	2023-12-31
Principal Financial Group Inc	0.315%	-4.380%	1,597,323	-73,171	2023-06-30
Arrowstreet Capital Limited Partnership	0.312%	0.000%	1,577,408	1,577,408	2022-06-30
Yale Capital Corp	0.298%	5.023%	1,508,934	72,171	2022-09-30

Mutual Fund Ownership

2ndVote Advisers AMF Index is the biggest individual fund holder of Valley National Bancorp (VLY), owning a total of 52.9 million shares. Combined, the top 36 mutual fund holders of VLY own 55.82% of the company with a total of 283.9 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of VLY by 21 thousand shares. 1 funds bought 7,296 total additional shares and increased their ownership by an average of 0.05%. However 3 funds sold 28,253 total shares and decreased their ownership by an average of 0.09%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Valley National Bancorp decreased by a net total of -20,957 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.645%	0.054%	13,467,576	7,296	2024-10-31
iShares Russell 2000 ETF	2.182%	-0.224%	11,111,764	-24,976	2024-10-31
iShares Select Dividend ETF	1.910%	-0.034%	9,726,402	-3,265	2024-10-31
SPDR® S&P Regional Banking ETF	1.148%	0.000%	5,844,739	-12	2024-10-31
Avantis US Small Cap Value ETF	1.108%	0.000%	5,642,072	0	2024-10-31
iShares Russell 2000 Value ETF	0.809%	0.000%	4,117,340	0	2024-10-31
SPDR® S&P Bank ETF	0.532%	0.000%	2,710,099	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
2ndVote Advisers AMF Index	10.428%	0.000%	52,944,534	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.721%	0.089%	13,855,535	12,273	2024-09-30
iShares Core S&P Mid-Cap ETF	2.645%	0.054%	13,467,576	7,296	2024-10-31
Fuller & Thaler Behavrl Small-Cap Value	2.616%	-0.349%	13,282,565	-46,500	2023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.611%	1.042%	13,255,853	136,717	2023-03-31
iShares Russell 2000 ETF	2.182%	-0.224%	11,111,764	-24,976	2024-10-31
Vanguard Small Cap Index	2.127%	-1.207%	10,831,587	-132,376	2024-09-30
iShares Select Dividend ETF	1.910%	-0.034%	9,726,402	-3,265	2024-10-31
Delaware US Small Cap Value Eq SMA	1.811%	2.904%	9,199,100	259,600	2023-06-30
FullerThaler Behavioral Small-Cap Value	1.785%	-36.799%	9,088,011	-5,291,510	2024-08-31
Undiscovered Managers Behavioral Val L	1.467%	-13.287%	7,469,748	-1,144,540	2024-09-30
Vanguard Small Cap Value Index Inv	1.441%	-0.125%	7,336,538	-9,161	2024-09-30
Vanguard Explorer Inv	1.376%	0.000%	6,984,311	0	2023-03-31
Delaware Sm-Cap Val Eq	1.370%	0.000%	6,934,700	0	2022-03-31
Delaware Small Cap Value A	1.259%	-7.590%	6,410,500	-526,489	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.247%	-1.404%	6,349,179	-90,385	2024-09-30
SPDR® S&P Regional Banking ETF	1.148%	0.000%	5,844,739	-12	2024-10-31
Vanguard Extended Market Index Investor	1.137%	-0.018%	5,769,075	-1,033	2023-08-31
Avantis US Small Cap Value ETF	1.108%	0.000%	5,642,072	0	2024-10-31
American Funds SMALLCAP World A	1.082%	0.000%	5,495,000	0	2022-12-31
Macquarie US Small Cap Core Equity	1.033%	8.082%	5,260,295	393,332	2024-03-31
Delaware US Small Cap Core Equity (SMA)	1.033%	8.082%	5,260,295	393,332	2024-03-31
Delaware Small Cap Core I	1.000%	-0.616%	5,091,986	-31,558	2024-09-30
American Century U.S. Small Cap Value	0.874%	-49.575%	4,450,000	-4,375,000	2024-03-31
American Century Small Cap Value Inv	0.874%	-49.575%	4,450,000	-4,375,000	2024-03-31
DFA US Targeted Value I	0.873%	0.000%	4,447,198	0	2024-09-30
Fidelity Small Cap Index	0.870%	-2.225%	4,427,752	-100,746	2024-08-31
DFA US Small Cap Value I	0.821%	18.038%	4,181,168	638,947	2024-09-30
Fidelity® Small Cap Index	0.821%	2.800%	4,170,087	113,578	2023-10-31
iShares Russell 2000 Value ETF	0.809%	0.000%	4,117,340	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.670%	0.040%	3,413,899	1,373	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.542%	2.176%	2,761,058	58,800	2024-09-30
Dimensional US Targeted Value ETF	0.539%	0.109%	2,741,858	2,997	2024-06-28
SPDR® S&P Bank ETF	0.532%	0.000%	2,710,099	0	2024-10-31
Macquarie VIP Small Cap Value Series Std	0.531%	0.000%	2,706,100	0	2024-09-30
DFA US Small Cap I	0.531%	0.000%	2,704,872	0	2024-08-31