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, Q1 2023
Institutional positions in Amalgamated Financial Corp. as of Mar 31, 2023. 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
- 118
- −12 vs. Q4 2022
- Shares held
- 15.9M
- +124.6K (+0.8%) vs. Q4 2022
- Total value
- $280.3M
- −$81.9M (−22.6%) vs. Q4 2022
- New holders
- 14
- 48 more added
- Sold out
- 26
- 43 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,457,133 | $43.5M | 0.00% | +215,663+9.6% | Added |
| Adage Capital Partners GP, L.L.C. | 2,010,300 | $35.6M | 0.08% | +389,669+24.0% | Added |
| Vanguard Group Inc | 1,157,696 | $20.5M | 0.00% | +58,613+5.3% | Added |
| Brown Advisory Inc | 893,448 | $15.8M | 0.03% | +4450.0% | Added |
| Dimensional Fund Advisors LP | 761,831 | $13.5M | 0.00% | +178,404+30.6% | Added |
| State Street Corp | 700,952 | $12.4M | 0.00% | +370,526+112.1% | Added |
| Goldman Sachs Group Inc | 607,565 | $10.7M | 0.00% | +20,585+3.5% | Added |
| DekaBank Deutsche Girozentrale | 616,731 | $10.7M | 0.03% | +65,000+11.8% | Added |
| Federated Hermes, Inc. | 600,325 | $10.6M | 0.03% | +17,526+3.0% | Added |
| Basswood Capital Management, L.L.C. | 525,981 | $9.30M | 0.65% | −63,971−10.8% | Reduced |
| First Manhattan Co | 393,388 | $6.96M | 0.03% | −27,168−6.5% | Reduced |
| Geode Capital Management, LLC | 351,899 | $6.23M | 0.00% | +13,299+3.9% | Added |
| Bridgeway Capital Management, LLC | 285,525 | $5.05M | 0.13% | −110,905−28.0% | Reduced |
| Nuveen Asset Management, LLC | 255,044 | $4.51M | 0.00% | −162,475−38.9% | Reduced |
| Nia Impact Advisors, LLC | 216,074 | $3.82M | 2.06% | +19,734+10.1% | Added |
| Northern Trust Corp | 213,668 | $3.78M | 0.00% | −4,027−1.8% | Reduced |
| Schroder Investment Management Group | 204,396 | $3.62M | 0.01% | −130,067−38.9% | Reduced |
| American Century Companies Inc | 183,749 | $3.25M | 0.00% | +27,299+17.4% | Added |
| AQR Capital Management LLC | 167,973 | $2.97M | 0.01% | +104,188+163.3% | Added |
| Morgan Stanley | 145,496 | $2.57M | 0.00% | −131,513−47.5% | Reduced |
| Arjuna Capital | 143,604 | $2.54M | 1.00% | +12,886+9.9% | Added |
| Cramer Rosenthal McGlynn LLC | 137,408 | $2.43M | 0.11% | −41,309−23.1% | Reduced |
| KBC Group NV | 133,159 | $2.36M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 132,046 | $2.34M | 0.00% | −12,401−8.6% | Reduced |
| Bank of New York Mellon Corp | 125,755 | $2.22M | 0.00% | −2,201−1.7% | Reduced |
| Alliancebernstein L.P. | 110,059 | $1.95M | 0.00% | −9,900−8.3% | Reduced |
| Algert Global LLC | 106,299 | $1.88M | 0.09% | −3,707−3.4% | Reduced |
| Allianz Asset Management GmbH | 94,932 | $1.68M | 0.00% | −18,100−16.0% | Reduced |
| Isthmus Partners, LLC | 89,906 | $1.59M | 0.22% | +4,853+5.7% | Added |
| Panagora Asset Management Inc | 84,475 | $1.49M | 0.01% | +5,598+7.1% | Added |
| Prudential Financial Inc | 83,085 | $1.47M | 0.00% | +53,250+178.5% | Added |
| Clean Yield Group | 83,039 | $1.47M | 0.63% | +6,306+8.2% | Added |
| Brandywine Global Investment Management, LLC | 75,244 | $1.33M | 0.01% | +49,329+190.3% | Added |
| Martingale Asset Management L P | 74,229 | $1.31M | 0.03% | +1,263+1.7% | Added |
| Avalon Trust Co | 73,190 | $1.29M | 0.13% | +73,190 | New |
| Harrington Investments, INC | 73,015 | $1.29M | 0.89% | +800+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 67,000 | $1.19M | 0.03% | +10,245+18.1% | Added |
| Ameriprise Financial Inc | 65,714 | $1.16M | 0.00% | +7,241+12.4% | Added |
| First Trust Advisors LP | 62,686 | $1.11M | 0.00% | −6,097−8.9% | Reduced |
| D. E. Shaw & Co., Inc. | 56,740 | $1.00M | 0.00% | −33,121−36.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 52,871 | $935.3K | 0.01% | −23,909−31.1% | Reduced |
| Charles Schwab Investment Management Inc | 47,718 | $844.1K | 0.00% | +662+1.4% | Added |
| Assenagon Asset Management S.A. | 46,864 | $829.0K | 0.00% | −6,642−12.4% | Reduced |
| Bank of America Corp | 42,829 | $757.6K | 0.00% | −5,530−11.4% | Reduced |
| Teacher Retirement System of Texas | 41,285 | $730.0K | 0.00% | −740−1.8% | Reduced |
| ETF Managers Group, LLC | 40,518 | $716.8K | 0.02% | +604+1.5% | Added |
| Barclays PLC | 39,965 | $707.0K | 0.00% | +17,589+78.6% | Added |
| Globeflex Capital L P | 37,722 | $667.3K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 35,286 | $624.2K | 0.00% | −990−2.7% | Reduced |
| Putnam Investments LLC | 34,185 | $604.7K | 0.00% | −1,440−4.0% | Reduced |
| Swiss National Bank | 33,100 | $585.5K | 0.00% | −3,600−9.8% | Reduced |
| Ziegler Capital Management, LLC | 31,357 | $554.7K | 0.02% | +305+1.0% | Added |
| Invesco Ltd. | 30,764 | $544.2K | 0.00% | −4,272−12.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,017 | $531.0K | 0.00% | +10,300+52.2% | Added |
| Susquehanna International Group, LLP | 28,502 | $504.2K | 0.00% | +18,724+191.5% | Added |
| Jump Financial, LLC | 28,400 | $502.4K | 0.02% | +28,400 | New |
| Rhumbline Advisers | 27,993 | $495.0K | 0.00% | +2,836+11.3% | Added |
| UBS Asset Management Americas Inc | 27,741 | $490.7K | 0.00% | +27,741 | New |
| Voya Investment Management LLC | 27,309 | $483.1K | 0.00% | +982+3.7% | Added |
| Cubist Systematic Strategies, LLC | 26,578 | $470.2K | 0.00% | −17,036−39.1% | Reduced |
| Citadel Advisors LLC | 26,280 | $464.9K | 0.00% | −11,118−29.7% | Reduced |
| New York Life Investment Management LLC | 26,086 | $461.5K | 0.01% | +26,086 | New |
| Peregrine Capital Management LLC | 24,680 | $436.6K | 0.01% | −7,032−22.2% | Reduced |
| Artemis Investment Management LLP | 24,162 | $426.8K | 0.01% | +24,162 | New |
| Rafferty Asset Management, LLC | 24,002 | $424.6K | 0.00% | +24,002 | New |
| Balyasny Asset Management LLC | 22,607 | $399.9K | 0.00% | +22,607 | New |
| Quent Capital, LLC | 20,580 | $363.4K | 0.06% | +1,300+6.7% | Added |
| Russell Investments Group, Ltd. | 20,260 | $358.4K | 0.00% | −4,477−18.1% | Reduced |
| UBS Group AG | 20,025 | $354.2K | 0.00% | +3,279+19.6% | Added |
| California State Teachers Retirement System | 20,017 | $354.1K | 0.00% | −364−1.8% | Reduced |
| Trexquant Investment LP | 19,943 | $352.8K | 0.01% | +5,678+39.8% | Added |
| Credit Suisse AG | 19,522 | $345.3K | 0.00% | +1,626+9.1% | Added |
| Royal Bank of Canada | 18,542 | $328.0K | 0.00% | +6,938+59.8% | Added |
| Principal Financial Group Inc | 17,929 | $317.2K | 0.00% | −1,822−9.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 15,629 | $276.0K | 0.02% | −130,033−89.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,204 | $269.0K | 0.00% | +1,063+7.5% | Added |
| Raymond James & Associates | 14,925 | $264.0K | 0.00% | −14,325−49.0% | Reduced |
| Janus Henderson Group PLC | 13,929 | $246.1K | 0.00% | +13,929 | New |
| FMR LLC | 12,675 | $224.2K | 0.00% | −160−1.2% | Reduced |
| Jane Street Group, LLC | 12,660 | $224.0K | 0.00% | +12,660 | New |
| Thrivent Financial for Lutherans | 11,401 | $202.0K | 0.00% | +11,401 | New |
| Deutsche Bank AG | 11,153 | $197.3K | 0.00% | +3,542+46.5% | Added |
| MetLife Investment Management | 9,310 | $164.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,548 | $151.2K | 0.00% | −692−7.5% | Reduced |
| American International Group, Inc. | 8,523 | $150.8K | 0.00% | +170+2.0% | Added |
| New York State Common Retirement Fund | 8,255 | $146.0K | 0.00% | −4,461−35.1% | Reduced |
| US Bancorp | 7,864 | $139.1K | 0.00% | +174+2.3% | Added |
| Public Employees Retirement System of Ohio | 7,664 | $136.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,345 | $129.9K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,655 | $118.0K | 0.00% | −1,945−22.6% | Reduced |
| Legal & General Group Plc | 6,134 | $108.5K | 0.00% | +261+4.4% | Added |
| Wells Fargo & Company | 5,169 | $91.4K | 0.00% | −16,992−76.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $77.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 4,052 | $72.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,097 | $71.4K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,030 | $71.0K | 0.00% | +2,456+156.0% | Added |
| Citigroup Inc | 3,501 | $61.9K | 0.00% | +2,225+174.4% | Added |
| Allspring Global Investments Holdings, LLC | 3,363 | $59.5K | 0.00% | +1,658+97.2% | Added |
| Amalgamated Bank | 1,859 | $33.0K | 0.00% | −463−19.9% | Reduced |
| Quantbot Technologies LP | 1,780 | $31.5K | 0.00% | −5,347−75.0% | Reduced |