VLY — Valley Natl Bancorp Institutional Holders · Q3 2026
Who owns Valley Natl Bancorp (VLY)? 14 institutions reported holding $64.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($63.5M), Valley Wealth Managers, Inc. ($241,699), Successful Portfolios LLC ($239,215).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Artemis Investment Management LLP | $63.5M | 5.0M | Trimmed |
| 2 | VALLEY WEALTH MANAGERS, INC. | $241,699 | 19,152 | Trimmed |
| 3 | Successful Portfolios LLC | $239,215 | 18,747 | Hold |
| 4 | GAMMA Investing LLC | $207,296 | 16,426 | Added |
| 5 | Paragon Capital Management Ltd | $201,529 | 15,969 | Added |
| 6 | Breakwater Capital Group | $191,029 | 15,137 | Hold |
| 7 | Ledgewood Wealth Advisors, LLC | $159,227 | 12,617 | Hold |
| 8 | Versant Capital Management, Inc | $60,008 | 4,755 | Added |
| 9 | Farther Finance Advisors, LLC | $59,386 | 4,706 | Added |
| 10 | Bangor Savings Bank | $4,417 | 350 | Hold |
| 11 | MassMutual Private Wealth & Trust, FSB | $2,108 | 167 | Hold |
| 12 | Wealth Enhancement Trust Services, Inc. | $631 | 50 | Trimmed |
| 13 | GILPIN WEALTH MANAGEMENT, LLC | $177 | 14 | New |
| 14 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30