Who owns Valley National Bancorp (VLYPN)
Which tracked institutional funds hold VLYPN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VLYPN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
155 tracked funds added or opened VLYPN while 62 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VLYPN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VLYPN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VLYPN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 442 tracked filers holding VLYPN, 235 increased or opened the position and 215 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VLYPN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Callodine Capital Management, LP$16M
- Cambria Investment Management, L.P.$9M
- J.W. COLE ADVISORS, INC.$5M
- TRILLIUM ASSET MANAGEMENT, LLC$4M
- Point72 Asset Management, L.P.$4M
- New Age Alpha Advisors, LLC$4M
Full exits 32
- Thrivent Financial for Lutherans$44M
- LSV ASSET MANAGEMENT$18M
- HRT FINANCIAL LP$6M
- Jain Global LLC$6M
- CANADA LIFE ASSURANCE Co$4M
- BESSEMER GROUP INC$3M
Largest adds
- BlackRock, Inc.$302M
- WELLINGTON MANAGEMENT GROUP LLP$104M
- DIMENSIONAL FUND ADVISORS LP$82M
- VANGUARD PORTFOLIO MANAGEMENT LLC$64M
- STATE STREET CORP$62M
- VANGUARD CAPITAL MANAGEMENT LLC$51M
Largest trims
- UBS Group AG$38M
- FULLER & THALER ASSET MANAGEMENT, INC.$25M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$21M
- Squarepoint Ops LLC$18M
- JANE STREET GROUP, LLC$11M
- FIRST TRUST ADVISORS LP$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 73,653,652 | $1.1B | 18.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 30,528,862 | $447M | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 25,297,793 | $371M | 6.3% | 2026-Q2 |
| STATE STREET CORP added | 23,800,351 | $351M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 21,283,880 | $312M | 5.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 20,091,604 | $294M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 15,188,393 | $223M | 3.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 12,267,304 | $180M | 3.1% | 2026-Q2 |
| Azora Capital LP added | 10,247,196 | $150M | 2.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 9,390,111 | $137M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 8,806,286 | $129M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 7,554,276 | $111M | 1.9% | 2026-Q2 |
| Artemis Investment Management LLP added | 7,276,674 | $107M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 7,250,429 | $106M | 1.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD | 6,885,523 | $101M | 1.7% | 2026-Q2 |
| Freestone Grove Partners LP added | 6,066,353 | $89M | 1.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 6,062,869 | $89M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,798,113 | $85M | 1.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 5,617,239 | $82M | 1.4% | 2026-Q2 |
| NORGES BANK added | 5,275,012 | $77M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 4,660,465 | $68M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 4,097,989 | $60M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 3,925,414 | $58M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,632,089 | $53M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 3,630,239 | $53M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 3,589,337 | $53M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,222,303 | $47M | 0.8% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 2,751,219 | $40M | 0.7% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 2,485,793 | $36M | 0.6% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 2,478,121 | $36M | 0.6% | 2026-Q2 |
| Walleye Capital LLC added | 2,231,252 | $33M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 2,116,750 | $31M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,951,142 | $29M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,893,791 | $28M | 0.5% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 1,820,648 | $27M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,765,911 | $26M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,739,153 | $25M | 0.4% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 1,534,220 | $22M | 0.4% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 1,524,356 | $22M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,497,702 | $22M | 0.4% | 2026-Q2 |
| Cander Asset Management LP trimmed | 1,370,386 | $20M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,319,882 | $19M | 0.3% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1,182,206 | $17M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,179,081 | $17M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 1,171,898 | $17M | 0.3% | 2026-Q2 |
| Cinctive Capital Management LP added | 1,145,015 | $17M | 0.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 1,118,000 | $16M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,094,245 | $16M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 1,069,376 | $16M | 0.3% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE added | 1,064,946 | $16M | 0.3% | 2026-Q2 |
| Callodine Capital Management, LP new | 1,058,323 | $16M | 0.3% | 2026-Q2 |
| Aspen Grove Capital, LLC trimmed | 1,039,625 | $15M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 988,021 | $14M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 979,133 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 945,460 | $14M | 0.2% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 820,000 | $12M | 0.2% | 2026-Q2 |
| Creative Planning added | 816,075 | $12M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 795,358 | $12M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 782,437 | $11M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 740,513 | $11M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 727,890 | $11M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 715,881 | $10M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 653,730 | $10M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 643,167 | $9M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 643,038 | $9M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 641,006 | $9M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 588,322 | $9M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 585,592 | $9M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 576,619 | $8M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 573,393 | $8M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 546,551 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 543,146 | $8M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 535,933 | $8M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 519,849 | $8M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 512,384 | $8M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 506,208 | $7M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 492,890 | $7M | 0.1% | 2026-Q2 |
| Karl Kapital LLC added | 490,651 | $7M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 482,756 | $7M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 474,452 | $7M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 457,226 | $7M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 454,761 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 445,242 | $7M | 0.1% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC trimmed | 444,700 | $7M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 438,024 | $6M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 430,572 | $6M | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 418,113 | $6M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 363,018 | $5M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 362,212 | $5M | 0.1% | 2026-Q2 |
| Elizabeth Park Capital Advisors, Ltd. | 360,935 | $5M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 354,802 | $5M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 345,975 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 345,444 | $5M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 341,871 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 332,614 | $5M | 0.1% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 329,522 | $5M | 0.1% | 2026-Q2 |
| ProVise Management Group, LLC | 327,018 | $5M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 323,500 | $5M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 317,153 | $5M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 316,483 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.