$VLY

$14.17 +$0.12 (0.85%) Close

$VLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 552.6M shares outstanding

Who owns VLY?

By type of holder

Institutions 76.8% Insiders 14.7% Everyone else 8.4%

Concentration Top 10 holders own 55.1%

BlackRock, Inc. 13.3% · Bank Leumi Le Israel BM 13.2%

Institutional ownership

76.8%

+2.6 pts vs last qtr

Institutional holders

477

+7 vs last qtr

Net shares bought

+14.4M

by institutions in Q2 2026

New / sold out

58 / 51

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +5.3M
Wellington Management Group LLP +4.6M

Biggest sellers in Q2 2026

UBS Group AG −3.8M
Fuller & Thaler Asset Management, Inc. −2.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.6M

2 notices from 2 people

Shares covered

116.0K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Barrett Russell Officer $1.23M
Crandell Mitchell L Officer $373K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+120.9%

+9.20% a year

Each share's claim on the business

−54.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$130M vs $212M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years74% 3–5 years3% 1–3 years6% Under 1 year16%

Quarterly turnover

7.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	73.7M	13.33%	+3.0M (+4.2%)	≤2021	0.0%
Shares held by quarter Peak holding75.9M (Q4'24) Change over 8 quarters+5.1M Share of the company13.330% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	30.5M	5.52%	+784.4K (+2.6%)	≤2021	0.1%
Shares held by quarter Peak holding30.5M (Q2'26) Change over 8 quarters+4.7M Share of the company5.520% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

73.7M

% of company

13.33%

Change vs last qtr

+3.0M (+4.2%)

Held since

≤2021

Dimensional Fund Advisors LP

30.5M

% of company

5.52%

Change vs last qtr

+784.4K (+2.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Valley National Bancorp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VLY on Form N-PORT; together they hold 36.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$239M	16.3M	2.95%	0.19%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$219M	15.0M	2.71%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$239M

% of company

2.95%

% of the fund

0.19%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$219M

% of company

2.71%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Valley National Bancorp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BL Bank Leumi Le Israel BM Insider	72.9M	13.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company13.190% Bank Leumi Le Israel BM's insider activity →
SJ Steans Jennifer W Insider	3.7M	0.67%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.670% Steans Jennifer W's insider activity →

Bank Leumi Le Israel BM

Insider

72.9M

% of company

13.19%

Change vs last qtr

—

Held since

—

Steans Jennifer W

Insider

3.7M

% of company

0.67%

Change vs last qtr

—

Held since

—

23 more holders behind a free account

See every insider and 5%+ holder of Valley National Bancorp.

Comments