VLY
Valley National Bancorp · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +3.4% ·
net new positions -16.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 206.88K | $2.48M | n/a | n/a |
| Q2 2026 | 115 | -3 | 315.86M | $4.63B | +3 | −5 |
| Q1 2026 | 120 | -2 | 306.65M | $3.76B | +1 | −4 |
| Q4 2025 | 122 | +1 | 351.36M | $4.11B | +3 | −1 |
| Q3 2025 | 17 | 0 | 210.73M | $2.24B | +1 | −2 |
| Q2 2025 | 15 | 0 | 203.08M | $1.82B | +1 | −1 |
| Q1 2025 | 12 | -2 | 82.25M | $732.82M | n/a | −2 |
| Q4 2024 | 14 | +3 | 79.54M | $723.79M | +3 | n/a |
| Q3 2024 | 10 | -2 | 38.09M | $343.65M | n/a | −2 |
| Q2 2024 | 12 | n/a | 31.31M | $216.76M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 31.50M | +3.7% | $283.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 15.79M | -7.4% | $140.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 12.29M | +4.0% | $109.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | AQR Capital Management ✦ | 10.22M | +101.5% | $89.31M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Millennium Management ✦ | 4.80M | +55.2% | $42.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 3.33M | -4.1% | $29.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 1.99M | +406.2% | $17.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.13M | +912.8% | $10.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 552.12K | +31.7% | $4.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 336.10K | +15.3% | $2.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 237.87K | -93.8% | $2.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 69.50K | -84.1% | $617,828 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Soros Fund Management | $27.18M | was 0.7% |
| Point72 Asset Management | $1.73M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 457 holders, 408.00M shares, $4.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.