Valley National Bancorp (VLY) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

VLY ranks #1254 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VLY is a top-conviction position for Azora Capital LP — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VLY belongs to BlackRock, Inc., but the position matters far more to Azora Capital LP, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its VLY position for two straight quarters, increasing it by $537.5M to reach $543.1M today.

Fuller & Thaler Asset Management, Inc. has trimmed its VLY position for two straight quarters, cutting it by $45.1M while still holding $36.3M.

VLY is down 0.2% today, but institutions show net buying of $505.9M this quarter — a divergence between today's price move and the underlying institutional flow.

VLY closed its latest fiscal year with net income of $598.0M.

• Profitable — net income of $598.0M in the latest fiscal year
• Revenue grew 12.4% year over year
• Net income improved year over year, from $380.3M to $598.0M
• Generated $343.8M in positive operating cash flow
• Liabilities run 7.21x equity — a highly leveraged balance sheet worth noting