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, 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | +7+350.0% | Added |
| Raleigh Capital Management Inc. | 1 | $12 | 0.00% | −96−99.0% | Reduced |
| Huntington National Bank | 41 | $725 | 0.00% | +18+78.3% | Added |
| Allworth Financial LP | 48 | $850 | 0.00% | +48 | New |
| Umb Bank N A | 60 | $1.06K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 134 | $2.00K | 0.00% | +134 | New |
| Lindbrook Capital, LLC | 162 | $2.87K | 0.00% | +78+92.9% | Added |
| TCI Wealth Advisors, Inc. | 168 | $2.97K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 169 | $3.00K | 0.00% | +169 | New |
| Parallel Advisors, LLC | 201 | $3.56K | 0.00% | +201 | New |
| Signaturefd, LLC | 213 | $3.77K | 0.00% | −469−68.8% | Reduced |
| Quadrant Capital Group LLC | 216 | $3.82K | 0.00% | +56+35.0% | Added |
| Baldwin Brothers Inc | 500 | $8.85K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 529 | $9.00K | 0.00% | −3,799−87.8% | Reduced |
| Dorsey Wright & Associates | 986 | $17.4K | 0.01% | −111−10.1% | Reduced |
| Metropolitan Life Insurance Co | 1,098 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,217 | $21.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,281 | $22.7K | 0.01% | −3,582−73.7% | Reduced |
| Quantbot Technologies LP | 1,780 | $31.5K | 0.00% | −5,347−75.0% | Reduced |
| Amalgamated Bank | 1,859 | $33.0K | 0.00% | −463−19.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,363 | $59.5K | 0.00% | +1,658+97.2% | Added |
| Citigroup Inc | 3,501 | $61.9K | 0.00% | +2,225+174.4% | Added |
| Lazard Asset Management LLC | 4,030 | $71.0K | 0.00% | +2,456+156.0% | Added |
| FinTrust Capital Advisors, LLC | 3,097 | $71.4K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 4,052 | $72.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $77.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,169 | $91.4K | 0.00% | −16,992−76.7% | Reduced |
| Legal & General Group Plc | 6,134 | $108.5K | 0.00% | +261+4.4% | Added |
| SG Americas Securities, LLC | 6,655 | $118.0K | 0.00% | −1,945−22.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $129.9K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,664 | $136.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,864 | $139.1K | 0.00% | +174+2.3% | Added |
| New York State Common Retirement Fund | 8,255 | $146.0K | 0.00% | −4,461−35.1% | Reduced |
| American International Group, Inc. | 8,523 | $150.8K | 0.00% | +170+2.0% | Added |
| Advisor Group Holdings, Inc. | 8,548 | $151.2K | 0.00% | −692−7.5% | Reduced |
| MetLife Investment Management | 9,310 | $164.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,153 | $197.3K | 0.00% | +3,542+46.5% | Added |
| Thrivent Financial for Lutherans | 11,401 | $202.0K | 0.00% | +11,401 | New |
| Jane Street Group, LLC | 12,660 | $224.0K | 0.00% | +12,660 | New |
| FMR LLC | 12,675 | $224.2K | 0.00% | −160−1.2% | Reduced |
| Janus Henderson Group PLC | 13,929 | $246.1K | 0.00% | +13,929 | New |
| Raymond James & Associates | 14,925 | $264.0K | 0.00% | −14,325−49.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,204 | $269.0K | 0.00% | +1,063+7.5% | Added |
| Reynders McVeigh Capital Management, LLC | 15,629 | $276.0K | 0.02% | −130,033−89.3% | Reduced |
| Principal Financial Group Inc | 17,929 | $317.2K | 0.00% | −1,822−9.2% | Reduced |
| Royal Bank of Canada | 18,542 | $328.0K | 0.00% | +6,938+59.8% | Added |
| Credit Suisse AG | 19,522 | $345.3K | 0.00% | +1,626+9.1% | Added |
| Trexquant Investment LP | 19,943 | $352.8K | 0.01% | +5,678+39.8% | Added |
| California State Teachers Retirement System | 20,017 | $354.1K | 0.00% | −364−1.8% | Reduced |
| UBS Group AG | 20,025 | $354.2K | 0.00% | +3,279+19.6% | Added |
| Russell Investments Group, Ltd. | 20,260 | $358.4K | 0.00% | −4,477−18.1% | Reduced |
| Quent Capital, LLC | 20,580 | $363.4K | 0.06% | +1,300+6.7% | Added |
| Balyasny Asset Management LLC | 22,607 | $399.9K | 0.00% | +22,607 | New |
| Rafferty Asset Management, LLC | 24,002 | $424.6K | 0.00% | +24,002 | New |
| Artemis Investment Management LLP | 24,162 | $426.8K | 0.01% | +24,162 | New |
| Peregrine Capital Management LLC | 24,680 | $436.6K | 0.01% | −7,032−22.2% | Reduced |
| New York Life Investment Management LLC | 26,086 | $461.5K | 0.01% | +26,086 | New |
| Citadel Advisors LLC | 26,280 | $464.9K | 0.00% | −11,118−29.7% | Reduced |
| Cubist Systematic Strategies, LLC | 26,578 | $470.2K | 0.00% | −17,036−39.1% | Reduced |
| Voya Investment Management LLC | 27,309 | $483.1K | 0.00% | +982+3.7% | Added |
| UBS Asset Management Americas Inc | 27,741 | $490.7K | 0.00% | +27,741 | New |
| Rhumbline Advisers | 27,993 | $495.0K | 0.00% | +2,836+11.3% | Added |
| Jump Financial, LLC | 28,400 | $502.4K | 0.02% | +28,400 | New |
| Susquehanna International Group, LLP | 28,502 | $504.2K | 0.00% | +18,724+191.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,017 | $531.0K | 0.00% | +10,300+52.2% | Added |
| Invesco Ltd. | 30,764 | $544.2K | 0.00% | −4,272−12.2% | Reduced |
| Ziegler Capital Management, LLC | 31,357 | $554.7K | 0.02% | +305+1.0% | Added |
| Swiss National Bank | 33,100 | $585.5K | 0.00% | −3,600−9.8% | Reduced |
| Putnam Investments LLC | 34,185 | $604.7K | 0.00% | −1,440−4.0% | Reduced |
| Los Angeles Capital Management LLC | 35,286 | $624.2K | 0.00% | −990−2.7% | Reduced |
| Globeflex Capital L P | 37,722 | $667.3K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 39,965 | $707.0K | 0.00% | +17,589+78.6% | Added |
| ETF Managers Group, LLC | 40,518 | $716.8K | 0.02% | +604+1.5% | Added |
| Teacher Retirement System of Texas | 41,285 | $730.0K | 0.00% | −740−1.8% | Reduced |
| Bank of America Corp | 42,829 | $757.6K | 0.00% | −5,530−11.4% | Reduced |
| Assenagon Asset Management S.A. | 46,864 | $829.0K | 0.00% | −6,642−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 47,718 | $844.1K | 0.00% | +662+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 52,871 | $935.3K | 0.01% | −23,909−31.1% | Reduced |
| D. E. Shaw & Co., Inc. | 56,740 | $1.00M | 0.00% | −33,121−36.9% | Reduced |
| First Trust Advisors LP | 62,686 | $1.11M | 0.00% | −6,097−8.9% | Reduced |
| Ameriprise Financial Inc | 65,714 | $1.16M | 0.00% | +7,241+12.4% | Added |
| Edmond de Rothschild Holding S.A. | 67,000 | $1.19M | 0.03% | +10,245+18.1% | Added |
| Harrington Investments, INC | 73,015 | $1.29M | 0.89% | +800+1.1% | Added |
| Avalon Trust Co | 73,190 | $1.29M | 0.13% | +73,190 | New |
| Martingale Asset Management L P | 74,229 | $1.31M | 0.03% | +1,263+1.7% | Added |
| Brandywine Global Investment Management, LLC | 75,244 | $1.33M | 0.01% | +49,329+190.3% | Added |
| Clean Yield Group | 83,039 | $1.47M | 0.63% | +6,306+8.2% | Added |
| Prudential Financial Inc | 83,085 | $1.47M | 0.00% | +53,250+178.5% | Added |
| Panagora Asset Management Inc | 84,475 | $1.49M | 0.01% | +5,598+7.1% | Added |
| Isthmus Partners, LLC | 89,906 | $1.59M | 0.22% | +4,853+5.7% | Added |
| Allianz Asset Management GmbH | 94,932 | $1.68M | 0.00% | −18,100−16.0% | Reduced |
| Algert Global LLC | 106,299 | $1.88M | 0.09% | −3,707−3.4% | Reduced |
| Alliancebernstein L.P. | 110,059 | $1.95M | 0.00% | −9,900−8.3% | Reduced |
| Bank of New York Mellon Corp | 125,755 | $2.22M | 0.00% | −2,201−1.7% | Reduced |
| JPMorgan Chase & Co | 132,046 | $2.34M | 0.00% | −12,401−8.6% | Reduced |
| KBC Group NV | 133,159 | $2.36M | 0.01% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 137,408 | $2.43M | 0.11% | −41,309−23.1% | Reduced |
| Arjuna Capital | 143,604 | $2.54M | 1.00% | +12,886+9.9% | Added |
| Morgan Stanley | 145,496 | $2.57M | 0.00% | −131,513−47.5% | Reduced |
| AQR Capital Management LLC | 167,973 | $2.97M | 0.01% | +104,188+163.3% | Added |