Position in VLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,153,806
+$7,397,250 QoQ
Shares Held
6,038,584
+5.7% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $18,669,686,362 across 311 Banks - Regional names. VLY ranks #40 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
141,628,383 | $2,035,199,856 | |
| 2 | USB |
US Bancorp De
|
29,304,473 | $1,524,125,632 | |
| 3 | IBN |
Icici Bank Ltd
|
48,117,738 | $1,246,249,407 | |
| 4 | FITB |
Fifth Third Bancorp
|
24,776,241 | $1,151,104,148 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,814,412 | $1,001,830,982 | |
| 6 | TFC |
Truist Financial Corp
|
21,597,973 | $992,858,810 | |
| 7 | MTB |
M&T Bank Corp
|
4,452,035 | $920,324,667 | |
| 8 | HDB |
Hdfc Bank Ltd
|
30,807,471 | $766,489,871 |
All Filings in VLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,153,806 | 6,038,584 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $66,756,556 | 5,715,459 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $43,399,215 | 4,094,266 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $26,636,158 | 2,982,773 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $39,212,017 | 4,410,801 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,377,008 | 3,794,372 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $43,558,239 | 4,807,753 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $32,381,039 | 4,639,118 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $31,679,793 | 3,979,874 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $35,842,134 | 3,300,381 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,501,954 | 2,511,911 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $25,542,680 | 3,295,830 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,008,076 | 2,490,052 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,468,523 | 2,428,694 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,704,723 | 2,009,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,336,248 | 2,433,838 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,564,446 | 1,425,841 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,623,652 | 1,208,993 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,495,357 | 1,239,321 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,367,600 | 1,963,336 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $18,432,825 | 1,341,545 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,109,590 | 1,754,830 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,920,514 | 1,594,236 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,288,868 | 1,187,835 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,116,764 | 563,169 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||