Amalgamated Financial Corp.
AMAL- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001823608
In the last 90 days, Amalgamated Financial Corp. insiders filed 0 open-market purchases and 14 sales; 195 institutions reported holding it in 13F filings for Q2 2026, worth $803.6M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Amalgamated Financial Corp. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- −5 vs. Q2 2021
- Shares held
- 11.6M
- −145.6K (−1.2%) vs. Q2 2021
- Total value
- $183.4M
- −$240.0K (−0.1%) vs. Q2 2021
- New holders
- 9
- 31 more added
- Sold out
- 14
- 30 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $803.6M |
| Q1 2026 | 176 | $695.7M |
| Q4 2025 | 172 | $577.8M |
| Q3 2025 | 162 | $504.1M |
| Q2 2025 | 176 | $601.0M |
| Q1 2025 | 185 | $540.5M |
| Q4 2024 | 195 | $612.2M |
| Q3 2024 | 164 | $564.8M |
| Q2 2024 | 154 | $458.4M |
| Q1 2024 | 158 | $411.3M |
| Q4 2023 | 132 | $424.4M |
| Q3 2023 | 113 | $264.4M |
| Q2 2023 | 115 | $254.5M |
| Q1 2023 | 118 | $281.8M |
| Q4 2022 | 130 | $362.1M |
| Q3 2022 | 128 | $338.6M |
| Q2 2022 | 106 | $226.2M |
| Q1 2022 | 86 | $206.2M |
| Q4 2021 | 87 | $194.2M |
| Q3 2021 | 85 | $183.4M |
| Q2 2021 | 90 | $183.6M |
| Q1 2021 | 85 | $181.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 1,771,001 | $28.0M | 0.06% | −28,999−1.6% | Reduced |
| BlackRock Inc. | 1,213,726 | $19.2M | 0.00% | −46,742−3.7% | Reduced |
| Basswood Capital Management, L.L.C. | 924,086 | $14.6M | 0.59% | +146,359+18.8% | Added |
| Vanguard Group Inc | 782,471 | $12.4M | 0.00% | −210,199−21.2% | Reduced |
| Nuveen Asset Management, LLC | 633,802 | $10.0M | 0.00% | −54,632−7.9% | Reduced |
| Goldman Sachs Group Inc | 613,734 | $9.71M | 0.00% | −31,519−4.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 550,940 | $8.72M | 0.30% | +12,881+2.4% | Added |
| DekaBank Deutsche Girozentrale | 406,554 | $6.22M | 0.02% | +179,554+79.1% | Added |
| Geode Capital Management, LLC | 345,822 | $5.47M | 0.00% | −2,894−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 323,200 | $5.11M | 0.10% | +3,600+1.1% | Added |
| First Manhattan Co | 316,644 | $5.01M | 0.02% | +184,663+139.9% | Added |
| State Street Corp | 303,381 | $4.80M | 0.00% | −3,319−1.1% | Reduced |
| JPMorgan Chase & Co | 300,012 | $4.75M | 0.00% | +24,550+8.9% | Added |
| Trillium Asset Management, LLC | 293,182 | $4.64M | 0.12% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 264,380 | $4.18M | 0.01% | +42,080+18.9% | Added |
| Northern Trust Corp | 195,489 | $3.09M | 0.00% | −41,906−17.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 182,624 | $2.89M | 0.18% | +5,300+3.0% | Added |
| Clean Yield Group | 121,940 | $1.93M | 0.68% | +121,940 | New |
| Arjuna Capital | 117,965 | $1.87M | 0.76% | −28,751−19.6% | Reduced |
| Alliancebernstein L.P. | 113,759 | $1.80M | 0.00% | −1,400−1.2% | Reduced |
| Bank of New York Mellon Corp | 110,472 | $1.75M | 0.00% | −7,517−6.4% | Reduced |
| Isthmus Partners, LLC | 101,215 | $1.60M | 0.29% | +1,057+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 85,520 | $1.35M | 0.03% | +7,090+9.0% | Added |
| Morgan Stanley | 83,249 | $1.32M | 0.00% | −11,146−11.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 82,252 | $1.30M | 0.01% | −601−0.7% | Reduced |
| Martingale Asset Management L P | 79,075 | $1.25M | 0.02% | +5,088+6.9% | Added |
| Charles Schwab Investment Management Inc | 75,861 | $1.20M | 0.00% | −46,592−38.0% | Reduced |
| Bank of Montreal | 76,523 | $1.19M | 0.00% | −4,237−5.2% | Reduced |
| Dimensional Fund Advisors LP | 71,083 | $1.13M | 0.00% | +48,608+216.3% | Added |
| D. E. Shaw & Co., Inc. | 52,103 | $825.0K | 0.00% | −14,604−21.9% | Reduced |
| Harrington Investments, INC | 51,715 | $818.0K | 0.47% | +11,215+27.7% | Added |
| Citadel Advisors LLC | 50,723 | $802.0K | 0.00% | +7,899+18.4% | Added |
| STRS Ohio | 49,600 | $784.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48,811 | $771.0K | 0.00% | −11,952−19.7% | Reduced |
| Peregrine Capital Management LLC | 42,041 | $665.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 40,403 | $639.0K | 0.00% | −67−0.2% | Reduced |
| Ameriprise Financial Inc | 39,685 | $628.0K | 0.00% | +12,300+44.9% | Added |
| ETF Managers Group, LLC | 39,507 | $612.0K | 0.01% | +3,291+9.1% | Added |
| Acadian Asset Management LLC | 38,108 | $602.0K | 0.00% | −19,813−34.2% | Reduced |
| American Century Companies Inc | 37,796 | $598.0K | 0.00% | +4,676+14.1% | Added |
| Los Angeles Capital Management LLC | 37,706 | $597.0K | 0.00% | −4,170−10.0% | Reduced |
| Bank of America Corp | 36,505 | $578.0K | 0.00% | +510+1.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,325 | $575.0K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 30,800 | $487.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 27,872 | $441.0K | 0.00% | −2,232−7.4% | Reduced |
| Raffles Associates LP | 25,000 | $396.0K | 0.37% | 00.0% | Unchanged |
| Invesco Ltd. | 22,803 | $361.0K | 0.00% | +1,330+6.2% | Added |
| State of Tennessee, Treasury Department | 21,741 | $344.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 20,527 | $325.0K | 0.00% | +20,527 | New |
| Dynamic Advisor Solutions LLC | 19,615 | $310.0K | 0.02% | +6,630+51.1% | Added |
| Marshall Wace, LLP | 19,404 | $307.0K | 0.00% | +19,404 | New |
| California State Teachers Retirement System | 19,054 | $301.0K | 0.00% | +336+1.8% | Added |
| Rhumbline Advisers | 18,678 | $295.0K | 0.00% | −89−0.5% | Reduced |
| Trexquant Investment LP | 16,926 | $268.0K | 0.02% | +16,926 | New |
| Voya Investment Management LLC | 15,105 | $239.0K | 0.00% | +453+3.1% | Added |
| Zebra Capital Management LLC | 13,911 | $220.0K | 0.27% | +13,911 | New |
| First Trust Advisors LP | 13,446 | $213.0K | 0.00% | −72,409−84.3% | Reduced |
| AQR Capital Management LLC | 12,618 | $200.0K | 0.00% | +12,618 | New |
| LSV Asset Management | 12,200 | $193.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,800 | $187.0K | 0.00% | −24,000−67.0% | Reduced |
| Ergoteles LLC | 11,806 | $187.0K | 0.01% | +11,806 | New |
| Prudential Financial Inc | 11,640 | $184.0K | 0.00% | +973+9.1% | Added |
| FMR LLC | 10,693 | $169.0K | 0.00% | +7,729+260.8% | Added |
| SG Americas Securities, LLC | 10,034 | $159.0K | 0.00% | +10,034 | New |
| Royal Bank of Canada | 9,936 | $157.0K | 0.00% | +403+4.2% | Added |
| Advisor Group Holdings, Inc. | 9,705 | $153.0K | 0.00% | +4,830+99.1% | Added |
| Public Employees Retirement System of Ohio | 9,403 | $149.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,153 | $129.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,911 | $125.0K | 0.00% | −9,177−53.7% | Reduced |
| Deutsche Bank AG | 7,842 | $124.0K | 0.00% | −368−4.5% | Reduced |
| Alpha Paradigm Partners, LLC | 7,745 | $123.0K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 7,458 | $118.0K | 0.00% | −177−2.3% | Reduced |
| Wells Fargo & Company | 6,271 | $100.0K | 0.00% | −18,481−74.7% | Reduced |
| Legal & General Group Plc | 4,537 | $72.0K | 0.00% | +2,761+155.5% | Added |
| Lazard Asset Management LLC | 4,490 | $71.0K | 0.00% | +2,250+100.4% | Added |
| Tower Research Capital LLC (TRC) | 4,499 | $71.0K | 0.00% | +2,451+119.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,263 | $52.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,608 | $41.0K | 0.01% | −1,700−39.5% | Reduced |
| Citigroup Inc | 1,972 | $31.0K | 0.00% | +1,065+117.4% | Added |
| Ameritas Investment Partners, Inc. | 1,217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 782 | $12.0K | 0.00% | +4+0.5% | Added |
| Baldwin Brothers Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 300 | $5.00K | 0.00% | −746−71.3% | Reduced |
| TCI Wealth Advisors, Inc. | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1 | $0 | 0.00% | +1 | New |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −144,128−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −86,147−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −50,363−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −38,003−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −19,210−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,847−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,834−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,534−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |