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, Q4 2021
Institutional positions in Amalgamated Financial Corp. as of Dec 31, 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
- 87
- +2 vs. Q3 2021
- Shares held
- 11.6M
- −17.3K (−0.1%) vs. Q3 2021
- Total value
- $194.2M
- +$10.9M (+5.9%) vs. Q3 2021
- New holders
- 8
- 34 more added
- Sold out
- 6
- 27 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Globeflex Capital L P | 63 | $1.00K | 0.00% | +63 | New |
| Umb Bank N A | 60 | $1.00K | 0.00% | +60 | New |
| Aquatic Capital Management LLC | 100 | $2.00K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 579 | $9.00K | 0.00% | −203−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,028 | $17.0K | 0.00% | −3,471−77.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,217 | $20.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,095 | $35.0K | 0.00% | +2,095 | New |
| FinTrust Capital Advisors, LLC | 2,608 | $44.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,827 | $48.0K | 0.00% | −16,577−85.4% | Reduced |
| Lazard Asset Management LLC | 3,181 | $53.0K | 0.00% | −1,309−29.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,263 | $55.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,552 | $60.0K | 0.00% | +1,580+80.1% | Added |
| Legal & General Group Plc | 4,537 | $76.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,092 | $102.0K | 0.00% | +5,792+1,930.7% | Added |
| Denali Advisors LLC | 6,500 | $109.0K | 0.04% | +6,500 | New |
| American International Group, Inc. | 7,241 | $121.0K | 0.00% | −217−2.9% | Reduced |
| New York State Common Retirement Fund | 7,911 | $133.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,282 | $139.0K | 0.00% | +440+5.6% | Added |
| US Bancorp | 8,598 | $145.0K | 0.00% | +445+5.5% | Added |
| Public Employees Retirement System of Ohio | 9,403 | $158.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,105 | $169.0K | 0.00% | +400+4.1% | Added |
| Zebra Capital Management LLC | 10,164 | $170.0K | 0.27% | −3,747−26.9% | Reduced |
| Royal Bank of Canada | 11,076 | $185.0K | 0.00% | +1,140+11.5% | Added |
| LSV Asset Management | 12,200 | $205.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,422 | $208.0K | 0.01% | +12,422 | New |
| AQR Capital Management LLC | 12,618 | $212.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 12,880 | $216.0K | 0.00% | +2,187+20.5% | Added |
| Wells Fargo & Company | 13,785 | $231.0K | 0.00% | +7,514+119.8% | Added |
| First Trust Advisors LP | 14,431 | $242.0K | 0.00% | +985+7.3% | Added |
| Voya Investment Management LLC | 15,105 | $253.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,649 | $313.0K | 0.00% | −29−0.2% | Reduced |
| Trexquant Investment LP | 19,267 | $323.0K | 0.02% | +2,341+13.8% | Added |
| California State Teachers Retirement System | 19,681 | $330.0K | 0.00% | +627+3.3% | Added |
| Dynamic Advisor Solutions LLC | 20,125 | $337.0K | 0.02% | +510+2.6% | Added |
| Invesco Ltd. | 21,294 | $356.0K | 0.00% | −1,509−6.6% | Reduced |
| State of Tennessee, Treasury Department | 21,741 | $365.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 25,772 | $432.0K | 0.00% | −2,100−7.5% | Reduced |
| Citadel Advisors LLC | 27,556 | $462.0K | 0.00% | −23,167−45.7% | Reduced |
| Cornercap Investment Counsel Inc | 29,852 | $501.0K | 0.07% | +29,852 | New |
| Swiss National Bank | 30,800 | $517.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 32,405 | $544.0K | 0.00% | +20,765+178.4% | Added |
| Renaissance Technologies LLC | 34,300 | $575.0K | 0.00% | +22,500+190.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,325 | $609.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 37,366 | $627.0K | 0.00% | −38,495−50.7% | Reduced |
| Los Angeles Capital Management LLC | 37,706 | $632.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 39,779 | $667.0K | 0.00% | −624−1.5% | Reduced |
| ETF Managers Group, LLC | 41,481 | $690.0K | 0.01% | +1,974+5.0% | Added |
| Millennium Management LLC | 41,236 | $692.0K | 0.00% | +20,709+100.9% | Added |
| Peregrine Capital Management LLC | 42,041 | $705.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 43,762 | $734.0K | 0.00% | +7,257+19.9% | Added |
| STRS Ohio | 44,200 | $741.0K | 0.00% | −5,400−10.9% | Reduced |
| Russell Investments Group, Ltd. | 46,141 | $772.0K | 0.00% | −2,670−5.5% | Reduced |
| Acadian Asset Management LLC | 47,138 | $790.0K | 0.00% | +9,030+23.7% | Added |
| D. E. Shaw & Co., Inc. | 48,905 | $821.0K | 0.00% | −3,198−6.1% | Reduced |
| Assenagon Asset Management S.A. | 49,344 | $827.0K | 0.00% | +49,344 | New |
| American Century Companies Inc | 51,102 | $857.0K | 0.00% | +13,306+35.2% | Added |
| Harrington Investments, INC | 57,170 | $959.0K | 0.52% | +5,455+10.5% | Added |
| Martingale Asset Management L P | 67,676 | $1.14M | 0.01% | −11,399−14.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 82,842 | $1.39M | 0.01% | +590+0.7% | Added |
| Ameriprise Financial Inc | 100,322 | $1.68M | 0.00% | +60,637+152.8% | Added |
| Isthmus Partners, LLC | 102,792 | $1.72M | 0.29% | +1,577+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 104,330 | $1.75M | 0.04% | +18,810+22.0% | Added |
| Bank of New York Mellon Corp | 105,674 | $1.77M | 0.00% | −4,798−4.3% | Reduced |
| Alliancebernstein L.P. | 113,759 | $1.91M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 115,487 | $1.94M | 0.00% | +44,404+62.5% | Added |
| Morgan Stanley | 116,687 | $1.96M | 0.00% | +33,438+40.2% | Added |
| Clean Yield Group | 123,300 | $2.07M | 0.69% | +1,360+1.1% | Added |
| Arjuna Capital | 125,085 | $2.10M | 0.77% | +7,120+6.0% | Added |
| Reynders McVeigh Capital Management, LLC | 147,908 | $2.48M | 0.14% | −34,716−19.0% | Reduced |
| Northern Trust Corp | 202,231 | $3.39M | 0.00% | +6,742+3.4% | Added |
| DekaBank Deutsche Girozentrale | 240,298 | $3.95M | 0.01% | −166,256−40.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 238,850 | $4.01M | 0.01% | −25,530−9.7% | Reduced |
| Geode Capital Management, LLC | 269,070 | $4.51M | 0.00% | −76,752−22.2% | Reduced |
| Trillium Asset Management, LLC | 293,182 | $4.92M | 0.12% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 307,041 | $5.15M | 0.00% | +7,029+2.3% | Added |
| State Street Corp | 311,833 | $5.23M | 0.00% | +8,452+2.8% | Added |
| Bridgeway Capital Management, LLC | 374,200 | $6.28M | 0.12% | +51,000+15.8% | Added |
| First Manhattan Co | 468,381 | $7.85M | 0.03% | +151,737+47.9% | Added |
| Cramer Rosenthal McGlynn LLC | 540,962 | $9.07M | 0.29% | −9,978−1.8% | Reduced |
| Goldman Sachs Group Inc | 598,450 | $10.0M | 0.00% | −15,284−2.5% | Reduced |
| Nuveen Asset Management, LLC | 624,974 | $10.5M | 0.00% | −8,828−1.4% | Reduced |
| Vanguard Group Inc | 734,582 | $12.3M | 0.00% | −47,889−6.1% | Reduced |
| Basswood Capital Management, L.L.C. | 922,967 | $15.5M | 0.71% | −1,119−0.1% | Reduced |
| BlackRock Inc. | 1,242,069 | $20.8M | 0.00% | +28,343+2.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,743,427 | $29.2M | 0.05% | −27,574−1.6% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −76,523−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,806−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |