AI Holders Summary · Q1 2026

490 institutions reported VLY in Q1 2026. BlackRock, Inc. leads at 23.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$868M70.7M0.02%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$365M29.7M0.08%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$307M25.0M0.02%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$289M23.3M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$261M21.3M0.01%Q1 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$191M15.5M0.04%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$180M14.6M0.01%Q1 2026 08

Delaware Management Holdings, Inc.

CIK 0000921739

$153M12.5M0.26%Q1 2026 09

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$124M10.3M0.06%Q1 2026 10

Azora Capital LP

CIK 0001700272

$110M8.9M7.23%Q1 2026 11

Artemis Investment Management LLP

CIK 0001535385

$107M7.3M0.95%Q2 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$96M7.8M0.01%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$95M7.7M0.01%Q1 2026 14

UBS Group AG

CIK 0001610520

$92M7.5M0.01%Q1 2026 15

JUPITER ASSET MANAGEMENT LTD

CIK 0001215838

$85M6.9M0.45%Q1 2026 16

MARSHALL WACE, LLP

CIK 0001318757

$80M6.8M0.07%Q4 2025 17

MORGAN STANLEY

CIK 0000895421

$74M6.0M0.00%Q1 2026 18

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$74M6.0M0.04%Q1 2026 19

VOYA INVESTMENT MANAGEMENT LLC

CIK 0001068837

$73M6.0M0.08%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$68M5.6M0.01%Q1 2026

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