VLYNasdaqNational Commercial BanksFiscal year ends December 31Also trades as VLYPN, VLYPO, VLYPP
VALLEY NATIONAL BANCORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$12.57−0.09 (-0.71%)
Close on Oct 19, 2026
- Market cap
- $7.00B
- P/E (TTM)
- 10.7
- Dividend yield
- 3.50%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
426M
Shares held, 13F filers
Institutional holders
472
57 new, 42 sold out
Net institutional buying
16M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $1.57M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 64,548,658 | – | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 25,853,204 | 5.10% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 73,653,652 | – | $1.08B | +2,991,067 | 0.02% |
| Dimensional Fund Advisors LP | 30,528,862 | – | $447.25M | +784,400 | 0.08% |
| Vanguard Portfolio Management LLC | 25,297,793 | – | $370.61M | +296,853 | 0.02% |
| State Street Corp | 23,800,351 | – | $351.28M | +474,950 | 0.01% |
| Vanguard Capital Management LLC | 21,283,880 | – | $311.81M | +31,052 | 0.01% |
| Wellington Management Group Llp | 20,091,604 | – | $294.34M | +4,576,448 | 0.05% |
| Geode Capital Management, LLC | 15,188,393 | – | $222.55M | +540,530 | 0.01% |
| Nomura Asset Management International Inc. | 12,267,304 | – | $179.72M | −190,427 | 0.27% |
| Azora Capital LP | 10,247,196 | – | $150.12M | +1,298,597 | 6.32% |
| Aqr Capital Management LLC | 9,390,111 | – | $137.42M | −902,716 | 0.05% |
| Goldman Sachs Group Inc | 8,806,286 | – | $129.01M | +995,104 | 0.01% |
| Charles Schwab Investment Management Inc | 7,554,276 | – | $110.67M | −169,331 | 0.01% |
| Artemis Investment Management LLP | 7,276,674 | – | $106.60M | +2,410,520 | 0.95% |
| Morgan Stanley | 7,250,429 | – | $106.22M | +1,211,845 | 0.01% |
| Jupiter Asset Management Ltd | 6,885,523 | – | $100.87M | – | 0.50% |
| Freestone Grove Partners LP | 6,066,353 | – | $88.87M | +617,544 | 0.57% |
| American Century Companies Inc | 6,062,869 | – | $88.82M | +35,759 | 0.04% |
| Northern Trust Corp | 5,798,113 | – | $84.94M | +231,776 | 0.01% |
| Voya Investment Management LLC | 5,617,239 | – | $82.29M | −367,330 | 0.07% |
| Norges Bank | 5,275,012 | – | $77.28M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 472 | 426M | 57 / 190 | 146 / 42 | 40M | 24M |
| Q1 2026 | 468 | 410M | 61 / 187 | 137 / 42 | 95M | 59M |
| Q4 2025 | 456 | 424M | 91 / 156 | 144 / 39 | 72M | 54M |
| Q3 2025 | 409 | 407M | 57 / 156 | 116 / 39 | 48M | 32M |
| Q2 2025 | 396 | 390M | 59 / 155 | 116 / 37 | 24M | 33M |
| Q1 2025 | 381 | 401M | 53 / 164 | 103 / 43 | 47M | 29M |
| Q4 2024 | 376 | 385M | 65 / 160 | 87 / 36 | 70M | 18M |
| Q3 2024 | 352 | 333M | 47 / 117 | 121 / 44 | 100M | 34M |
| Q2 2024 | 353 | 338M | 47 / 123 | 118 / 51 | 33M | 30M |
| Q1 2024 | 362 | 335M | 70 / 117 | 107 / 40 | 45M | 25M |
| Q4 2023 | 336 | 315M | 51 / 108 | 111 / 33 | 23M | 17M |
| Q3 2023 | 324 | 310M | 35 / 101 | 118 / 39 | 21M | 24M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 16,310,942 | – | $238.96M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 14,957,228 | – | $219.12M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 12,564,596 | – | $184.07M | 0.22% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 10,794,741 | – | $158.14M | 0.08% | Jun 30, 2026 |
| iShares Select Dividend ETF | 10,146,102 | – | $144.99M | 0.62% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 7,112,561 | – | $101.64M | 0.52% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 6,842,748 | – | $100.25M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 5,454,736 | – | $79.91M | 0.08% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 5,357,275 | – | $73.77M | 0.27% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 5,355,188 | – | $76.53M | 0.22% | Jul 31, 2026 |
| Nomura Small Cap Value Fund | 4,845,515 | – | $66.72M | 1.92% | May 29, 2026 |
| U.S. Targeted Value Portfolio | 4,322,296 | – | $61.77M | 0.37% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 4,231,173 | – | $61.99M | 1.31% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 3,596,304 | – | $49.52M | 0.90% | May 29, 2026 |
| Voya Large Cap Value Fund | 3,565,972 | – | $49.10M | 1.98% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Ira Robbins | Chief Executive Officer, Director | 748,233 | Feb 25, 2026 |
| Travis Lan | SEVP, Chief Financial Officer | 81,268 | Aug 4, 2026 |
| Mark Saeger | EVP, Chief Credit Officer | 217,799 | Aug 4, 2026 |
| John P. Regan | SEVP, Chief Risk Officer | 64,668 | Jul 2, 2026 |
| Lyndsey M. Sloan | SEVP, General Counsel | 47,724 | Jul 2, 2026 |
| Mitchell L. Crandell | EVP & Chief Accounting Officer | 76,116 | Jun 15, 2026 |
| Russell Barrett | SEVP, Chief Operating Officer | 154,704 | Apr 28, 2026 |
| Gino A. Martocci | SEVP, Pres Commercial Banking | 129,427 | Apr 2, 2026 |
| Yvonne M. Surowiec | SEVP, Chief People Officer | 188,952 | Feb 25, 2026 |
| Patrick D. Smith | SEVP, Pres Consumer Banking | 133,715 | Feb 25, 2026 |
| Thomas A. Iadanza | President | 375,282 | Feb 20, 2025 |
| Joseph Chillura | SEVP, CML Banking President | 454,343 | Feb 20, 2025 |
| Melissa J. Schultz | Director | 98,762 | May 19, 2026 |
| Suresh L. Sani | Director | 134,041 | May 19, 2026 |
| Carlos J. Vazquez | Director | 12,373 | May 19, 2026 |
| Jeffrey S. Wilks | Director | 499,325 | May 19, 2026 |
| Jennifer W. Steans | Director | 3,714,466 | May 19, 2026 |
| Peter V. Maio | Director | 76,487 | May 19, 2026 |
| Sidney S. Williams | Director | 50,843 | May 19, 2026 |
| Kathleen C. Perrott | Director | 28,604 | May 19, 2026 |
| Nitzan Sandor | Director | 17,624 | May 19, 2026 |
| Eyal Efrat | Director | 19,362 | May 19, 2026 |
| Eric P. Edelstein | Director | 141,084 | May 21, 2025 |
| Marc J. Lenner | Director | 305,576 | Feb 14, 2025 |
| Andrew B. Abramson | Director | 40,186 | Feb 14, 2025 |
| Leumi Le Israel Bm Bank | 10% owner | 72,861,862 | Feb 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Travis Lan SEVP, Chief Financial Officer | Aug 3, 2026 | Tax withholding | −4,877 | $14.29 | $69.69K | 81,268 |
| Mark Saeger EVP, Chief Credit Officer | Aug 3, 2026 | Tax withholding | −5,487 | $14.29 | $78.41K | 217,799 |
| Lyndsey M. Sloan SEVP, General Counsel | Jul 1, 2026 | Tax withholding | −3,836 | $14.65 | $56.20K | 47,724 |
| John P. Regan SEVP, Chief Risk Officer | Jul 1, 2026 | Tax withholding | −4,907 | $14.65 | $71.89K | 64,668 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Jun 12, 2026 | Sale | −25,495 | $14.63 | $372.99K | 76,116 |
| Kathleen C. Perrott Director | May 18, 2026 | Award | +8,121 | – | – | 28,604 |
| Carlos J. Vazquez Director | May 18, 2026 | Award | +8,121 | – | – | 12,373 |
| Jennifer W. Steans Director | May 18, 2026 | Award | +8,121 | – | – | 1,207,294 |
| Peter V. Maio Director | May 18, 2026 | Award | +8,121 | – | – | 76,487 |
| Jeffrey S. Wilks Director | May 18, 2026 | Award | +8,121 | – | – | 109,157 |
| Suresh L. Sani Director | May 18, 2026 | Award | +8,121 | – | – | 83,946 |
| Melissa J. Schultz Director | May 18, 2026 | Award | +8,121 | – | – | 98,762 |
| Eyal Efrat Director | May 18, 2026 | Award | +8,121 | – | – | 19,362 |
| Nitzan Sandor Director | May 18, 2026 | Award | +8,121 | – | – | 17,624 |
| Sidney S. Williams Director | May 18, 2026 | Award | +8,121 | – | – | 50,843 |
| Russell Barrett SEVP, Chief Operating Officer | Apr 27, 2026 | Option exercise | +90,537 | $8.47 | $766.85K | 154,704 |
| Russell Barrett SEVP, Chief Operating Officer | Apr 27, 2026 | Sale | −90,537 | $13.54 | $1.23M | 64,167 |
| Gino A. Martocci SEVP, Pres Commercial Banking | Apr 1, 2026 | Tax withholding | −3,836 | $12.28 | $47.11K | 81,770 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 23, 2026 | Award | +14,035 | – | – | 98,925 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 23, 2026 | Award | +5,198 | $13.36 | $69.45K | 104,123 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −2,512 | $13.36 | $33.56K | 101,611 |
| Patrick D. Smith SEVP, Pres Consumer Banking | Feb 23, 2026 | Award | +29,941 | – | – | 133,715 |
| Travis Lan SEVP, Chief Financial Officer | Feb 23, 2026 | Tax withholding | −1,284 | $13.36 | $17.15K | 86,145 |
| Travis Lan SEVP, Chief Financial Officer | Feb 23, 2026 | Award | +2,772 | $13.36 | $37.03K | 87,429 |
| Travis Lan SEVP, Chief Financial Officer | Feb 23, 2026 | Award | +23,953 | – | – | 84,657 |
| Gino A. Martocci SEVP, Pres Commercial Banking | Feb 23, 2026 | Award | +32,935 | – | – | 85,606 |
| Yvonne M. Surowiec SEVP, Chief People Officer | Feb 23, 2026 | Award | +18,713 | – | – | 188,952 |
| Yvonne M. Surowiec SEVP, Chief People Officer | Feb 23, 2026 | Tax withholding | −5,027 | $13.36 | $67.16K | 194,321 |
| Yvonne M. Surowiec SEVP, Chief People Officer | Feb 23, 2026 | Award | +10,396 | $13.36 | $138.89K | 199,348 |
| Lyndsey M. Sloan SEVP, General Counsel | Feb 23, 2026 | Award | +17,965 | – | – | 51,560 |
| John P. Regan SEVP, Chief Risk Officer | Feb 23, 2026 | Award | +17,965 | – | – | 69,575 |
| Mark Saeger EVP, Chief Credit Officer | Feb 23, 2026 | Award | +17,777 | – | – | 218,872 |
| Mark Saeger EVP, Chief Credit Officer | Feb 23, 2026 | Tax withholding | −5,462 | $13.36 | $72.97K | 223,286 |
| Mark Saeger EVP, Chief Credit Officer | Feb 23, 2026 | Award | +9,876 | $13.36 | $131.94K | 228,748 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 23, 2026 | Award | +6,237 | $13.36 | $83.33K | 66,123 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 23, 2026 | Tax withholding | −1,956 | $13.36 | $26.13K | 64,167 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 23, 2026 | Award | +23,953 | – | – | 59,886 |
| Ira Robbins Chief Executive Officer, Director | Feb 23, 2026 | Tax withholding | −30,841 | $13.36 | $412.04K | 747,807 |
| Ira Robbins Chief Executive Officer, Director | Feb 23, 2026 | Award | +109,492 | – | – | 718,353 |
| Ira Robbins Chief Executive Officer, Director | Feb 23, 2026 | Award | +60,295 | $13.36 | $805.54K | 778,648 |
| Carlos J. Vazquez Director | Feb 17, 2026 | Buy | +2,500 | $13.45 | $33.63K | 4,252 |
| Ira Robbins Chief Executive Officer, Director | Feb 2, 2026 | Tax withholding | −10,266 | $12.46 | $127.91K | 676,322 |
| Ira Robbins Chief Executive Officer, Director | Feb 2, 2026 | Tax withholding | −15,091 | $12.46 | $188.03K | 661,231 |
| Ira Robbins Chief Executive Officer, Director | Feb 2, 2026 | Tax withholding | −13,260 | $12.46 | $165.22K | 647,971 |
| John P. Regan SEVP, Chief Risk Officer | Feb 2, 2026 | Tax withholding | −1,835 | $12.46 | $22.86K | 51,610 |
| Gino A. Martocci SEVP, Pres Commercial Banking | Feb 2, 2026 | Tax withholding | −3,761 | $12.46 | $46.86K | 52,671 |
| Mark Saeger EVP, Chief Credit Officer | Feb 2, 2026 | Tax withholding | −5,570 | $12.46 | $69.40K | 205,491 |
| Mark Saeger EVP, Chief Credit Officer | Feb 2, 2026 | Tax withholding | −2,013 | $12.46 | $25.08K | 211,061 |
| Mark Saeger EVP, Chief Credit Officer | Feb 2, 2026 | Tax withholding | −4,396 | $12.46 | $54.77K | 201,095 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 2, 2026 | Tax withholding | −2,646 | $12.46 | $32.97K | 87,151 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 2, 2026 | Tax withholding | −2,261 | $12.46 | $28.17K | 84,890 |
| Mitchell L. Crandell EVP & Chief Accounting Officer | Feb 2, 2026 | Tax withholding | −951 | $12.46 | $11.85K | 89,797 |
| Travis Lan SEVP, Chief Financial Officer | Feb 2, 2026 | Tax withholding | −1,531 | $12.46 | $19.08K | 65,843 |
| Travis Lan SEVP, Chief Financial Officer | Feb 2, 2026 | Tax withholding | −2,591 | $12.46 | $32.28K | 60,704 |
| Travis Lan SEVP, Chief Financial Officer | Feb 2, 2026 | Tax withholding | −2,548 | $12.46 | $31.75K | 63,295 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 2, 2026 | Tax withholding | −760 | $12.46 | $9.47K | 39,557 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 2, 2026 | Tax withholding | −1,809 | $12.46 | $22.54K | 35,933 |
| Russell Barrett SEVP, Chief Operating Officer | Feb 2, 2026 | Tax withholding | −1,815 | $12.46 | $22.61K | 37,742 |
| Yvonne M. Surowiec SEVP, Chief People Officer | Feb 2, 2026 | Tax withholding | −1,893 | $12.46 | $23.59K | 175,039 |
| Yvonne M. Surowiec SEVP, Chief People Officer | Feb 2, 2026 | Tax withholding | −2,152 | $12.46 | $26.81K | 170,239 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mitchell L. Crandell Officer | Jun 12, 2026 | 25,495 | $373.00K | Jun 12, 2026 | Restricted Stock Vesting |
| Russell Barrett Officer | Apr 27, 2026 | 90,537 | $1.23M | Apr 27, 2026 | Option Granted - 02/24/2020 |
| Andrew B. Abramson Former Director | Jun 11, 2025 | 10,000 | $90.70K | Jun 11, 2025 | Restricted Stock Vesting |
| Baum Peter Former Director | May 23, 2025 | 40,844 | $355.34K | May 20, 2025 | Open Market Purchase |
| Avner Mendelson Former Director | Apr 22, 2025 | 94,363 | $778.17K | Apr 22, 2025 | Restricted Stock Vesting |
| Avner Mendelson Former Director | Feb 6, 2025 | 402,000 | $4.18M | Feb 6, 2025 | Option Granted 08/22/2018 |
| Chillura Joseph Officer | Jan 30, 2025 | 50,000 | $519.16K | Jan 30, 2025 | Original Investor |
| Chillura Joseph Officer | Jan 29, 2025 | 50,000 | $509.59K | Jan 29, 2025 | Original Investor |
| Joseph Chillura Officer | Jun 14, 2024 | 10,000 | $65.74K | Jun 14, 2024 | Open Market Purchase |
| Joseph Chillura Officer | May 29, 2024 | 25,000 | $185.78K | May 23, 2024 | Open Market Purchase |
| Andrew B. Abramson Director | May 22, 2024 | 16,451 | $127.03K | May 22, 2024 | Restricted Stock Vesting |
| Joseph Chillura Officer | Mar 11, 2024 | 49,715 | $406.66K | Mar 11, 2024 | Restricted Stock Vesting |
| Chillura Joseph Officer | Nov 14, 2023 | 150,000 | $1.29M | Nov 14, 2023 | original investor |