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 $803.1M 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 | $803.1M |
| Q1 2026 | 176 | $695.7M |
| Q4 2025 | 172 | $576.1M |
| Q3 2025 | 162 | $501.4M |
| Q2 2025 | 176 | $590.5M |
| Q1 2025 | 185 | $540.5M |
| Q4 2024 | 195 | $611.5M |
| Q3 2024 | 164 | $547.0M |
| Q2 2024 | 154 | $445.3M |
| Q1 2024 | 158 | $389.0M |
| Q4 2023 | 132 | $411.8M |
| Q3 2023 | 113 | $264.4M |
| Q2 2023 | 115 | $254.5M |
| Q1 2023 | 118 | $280.3M |
| Q4 2022 | 130 | $362.1M |
| Q3 2022 | 128 | $338.6M |
| Q2 2022 | 106 | $226.1M |
| 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1 | $0 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 300 | $5.00K | 0.00% | −746−71.3% | Reduced |
| Baldwin Brothers Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 782 | $12.0K | 0.00% | +4+0.5% | Added |
| Ameritas Investment Partners, Inc. | 1,217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,972 | $31.0K | 0.00% | +1,065+117.4% | Added |
| FinTrust Capital Advisors, LLC | 2,608 | $41.0K | 0.01% | −1,700−39.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,263 | $52.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Legal & General Group Plc | 4,537 | $72.0K | 0.00% | +2,761+155.5% | Added |
| Wells Fargo & Company | 6,271 | $100.0K | 0.00% | −18,481−74.7% | Reduced |
| American International Group, Inc. | 7,458 | $118.0K | 0.00% | −177−2.3% | Reduced |
| Alpha Paradigm Partners, LLC | 7,745 | $123.0K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,842 | $124.0K | 0.00% | −368−4.5% | Reduced |
| New York State Common Retirement Fund | 7,911 | $125.0K | 0.00% | −9,177−53.7% | Reduced |
| US Bancorp | 8,153 | $129.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,403 | $149.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,705 | $153.0K | 0.00% | +4,830+99.1% | Added |
| Royal Bank of Canada | 9,936 | $157.0K | 0.00% | +403+4.2% | Added |
| SG Americas Securities, LLC | 10,034 | $159.0K | 0.00% | +10,034 | New |
| FMR LLC | 10,693 | $169.0K | 0.00% | +7,729+260.8% | Added |
| Prudential Financial Inc | 11,640 | $184.0K | 0.00% | +973+9.1% | Added |
| 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 |
| LSV Asset Management | 12,200 | $193.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,618 | $200.0K | 0.00% | +12,618 | New |
| First Trust Advisors LP | 13,446 | $213.0K | 0.00% | −72,409−84.3% | Reduced |
| Zebra Capital Management LLC | 13,911 | $220.0K | 0.27% | +13,911 | New |
| Voya Investment Management LLC | 15,105 | $239.0K | 0.00% | +453+3.1% | Added |
| Trexquant Investment LP | 16,926 | $268.0K | 0.02% | +16,926 | New |
| Rhumbline Advisers | 18,678 | $295.0K | 0.00% | −89−0.5% | Reduced |
| California State Teachers Retirement System | 19,054 | $301.0K | 0.00% | +336+1.8% | Added |
| Marshall Wace, LLP | 19,404 | $307.0K | 0.00% | +19,404 | New |
| Dynamic Advisor Solutions LLC | 19,615 | $310.0K | 0.02% | +6,630+51.1% | Added |
| Millennium Management LLC | 20,527 | $325.0K | 0.00% | +20,527 | New |
| State of Tennessee, Treasury Department | 21,741 | $344.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,803 | $361.0K | 0.00% | +1,330+6.2% | Added |
| Raffles Associates LP | 25,000 | $396.0K | 0.37% | 00.0% | Unchanged |
| SEI Investments Co | 27,872 | $441.0K | 0.00% | −2,232−7.4% | Reduced |
| Swiss National Bank | 30,800 | $487.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,325 | $575.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 36,505 | $578.0K | 0.00% | +510+1.4% | Added |
| Los Angeles Capital Management LLC | 37,706 | $597.0K | 0.00% | −4,170−10.0% | Reduced |
| American Century Companies Inc | 37,796 | $598.0K | 0.00% | +4,676+14.1% | Added |
| Acadian Asset Management LLC | 38,108 | $602.0K | 0.00% | −19,813−34.2% | Reduced |
| ETF Managers Group, LLC | 39,507 | $612.0K | 0.01% | +3,291+9.1% | Added |
| Ameriprise Financial Inc | 39,685 | $628.0K | 0.00% | +12,300+44.9% | Added |
| Panagora Asset Management Inc | 40,403 | $639.0K | 0.00% | −67−0.2% | Reduced |
| Peregrine Capital Management LLC | 42,041 | $665.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48,811 | $771.0K | 0.00% | −11,952−19.7% | Reduced |
| STRS Ohio | 49,600 | $784.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 50,723 | $802.0K | 0.00% | +7,899+18.4% | Added |
| Harrington Investments, INC | 51,715 | $818.0K | 0.47% | +11,215+27.7% | Added |
| D. E. Shaw & Co., Inc. | 52,103 | $825.0K | 0.00% | −14,604−21.9% | Reduced |
| Dimensional Fund Advisors LP | 71,083 | $1.13M | 0.00% | +48,608+216.3% | Added |
| Bank of Montreal | 76,523 | $1.19M | 0.00% | −4,237−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 75,861 | $1.20M | 0.00% | −46,592−38.0% | Reduced |
| Martingale Asset Management L P | 79,075 | $1.25M | 0.02% | +5,088+6.9% | Added |
| Jacobs Levy Equity Management, Inc | 82,252 | $1.30M | 0.01% | −601−0.7% | Reduced |
| Morgan Stanley | 83,249 | $1.32M | 0.00% | −11,146−11.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 85,520 | $1.35M | 0.03% | +7,090+9.0% | Added |
| Isthmus Partners, LLC | 101,215 | $1.60M | 0.29% | +1,057+1.1% | Added |
| Bank of New York Mellon Corp | 110,472 | $1.75M | 0.00% | −7,517−6.4% | Reduced |
| Alliancebernstein L.P. | 113,759 | $1.80M | 0.00% | −1,400−1.2% | Reduced |
| Arjuna Capital | 117,965 | $1.87M | 0.76% | −28,751−19.6% | Reduced |
| Clean Yield Group | 121,940 | $1.93M | 0.68% | +121,940 | New |
| Reynders McVeigh Capital Management, LLC | 182,624 | $2.89M | 0.18% | +5,300+3.0% | Added |
| Northern Trust Corp | 195,489 | $3.09M | 0.00% | −41,906−17.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 264,380 | $4.18M | 0.01% | +42,080+18.9% | Added |
| Trillium Asset Management, LLC | 293,182 | $4.64M | 0.12% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300,012 | $4.75M | 0.00% | +24,550+8.9% | Added |
| State Street Corp | 303,381 | $4.80M | 0.00% | −3,319−1.1% | Reduced |
| First Manhattan Co | 316,644 | $5.01M | 0.02% | +184,663+139.9% | Added |
| Bridgeway Capital Management, LLC | 323,200 | $5.11M | 0.10% | +3,600+1.1% | Added |
| Geode Capital Management, LLC | 345,822 | $5.47M | 0.00% | −2,894−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 406,554 | $6.22M | 0.02% | +179,554+79.1% | Added |
| Cramer Rosenthal McGlynn LLC | 550,940 | $8.72M | 0.30% | +12,881+2.4% | Added |
| Goldman Sachs Group Inc | 613,734 | $9.71M | 0.00% | −31,519−4.9% | Reduced |
| Nuveen Asset Management, LLC | 633,802 | $10.0M | 0.00% | −54,632−7.9% | Reduced |
| Vanguard Group Inc | 782,471 | $12.4M | 0.00% | −210,199−21.2% | Reduced |
| Basswood Capital Management, L.L.C. | 924,086 | $14.6M | 0.59% | +146,359+18.8% | Added |
| BlackRock Inc. | 1,213,726 | $19.2M | 0.00% | −46,742−3.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,771,001 | $28.0M | 0.06% | −28,999−1.6% | Reduced |
| 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 |