Free · no sign-up · Q2 2026

Which funds own VLY

Valley Natl Bancorp in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $138m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 3 managers opened or added against 0 cutting.

Managers holding: 3; at least, of 91 current
Combined value: $138m; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$89m	0.6%	6,066,353	+$22m+617,544	Added
Walleye Capital LLC Multi-strategy · $28.0bn book	$33m	0.1%	2,231,252	+$33m+2,230,132	Added
First Eagle Investment Management LLC Value · $60.8bn book	$16m	0.0%	1,118,000	+$4.4m+146,500	Added

Ownership through time

At least 7 of the 95 managers whose filings are on file listed VLY in Q2 2026, against 1 in Q1 2014. 2 managers fewer than in Q1 2026: 2 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Wellington Management Group LLP15,515,156 to 20,091,604 shares+$67m
Freestone Grove Partners LP5,448,809 to 6,066,353 shares+$9.0m
First Eagle Investment Management LLC971,500 to 1,118,000 shares+$2.1m

Largest decreases, by shares

Marshall Wace LLP4,534,227 to 4,097,989 shares-$6.4m
Bridgewater Associates LP1,470,218 to 1,171,898 shares-$4.4m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q3 2022	$294m	$294m
Freestone Grove Partners LP	Q1 2025	$89m	$89m
Marshall Wace LLP	Q1 2018	$80m	$60m
Walleye Capital LLC	Q3 2021	$33m	$33m
Bridgewater Associates LP	Q4 2019	$18m	$17m
First Eagle Investment Management LLC	Q4 2023	$16m	$16m
Verition Fund Management LLC	Q2 2022	$28m	$9.4m
AQR Capital Management LLC	Q1 2024	$124m	last listed Q1 2026
Millennium Management LLC	Q4 2015	$102m	last listed Q4 2025
Balyasny Asset Management LLC	Q1 2016	$75m	last listed Q2 2025
Capital World Investors	Q1 2021	$72m	last listed Q1 2023
Point72 Asset Management LP	Q4 2025	$63m	last listed Q4 2025
Squarepoint Ops LLC	Q4 2015	$61m	last listed Q1 2026
Voloridge Investment Management LLC	Q2 2024	$41m	last listed Q1 2026
Renaissance Technologies LLC	Q4 2015	$37m	last listed Q2 2025
Holocene Advisors LP	Q1 2019	$35m	last listed Q3 2025
Soros Fund Management LLC	Q4 2024	$27m	last listed Q4 2024

What VLY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around VLY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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