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, Q2 2023
Institutional positions in Amalgamated Financial Corp. as of Jun 30, 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
- 115
- −2 vs. Q1 2023
- Shares held
- 15.8M
- −83.7K (−0.5%) vs. Q1 2023
- Total value
- $254.5M
- −$26.6M (−9.5%) vs. Q1 2023
- New holders
- 17
- 44 more added
- Sold out
- 19
- 42 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,031,704 | $48.8M | 0.00% | +574,571+23.4% | Added |
| Adage Capital Partners GP, L.L.C. | 2,122,942 | $34.2M | 0.07% | +112,642+5.6% | Added |
| Vanguard Group Inc | 1,121,970 | $18.1M | 0.00% | −35,726−3.1% | Reduced |
| Brown Advisory Inc | 830,142 | $13.4M | 0.02% | −63,306−7.1% | Reduced |
| Goldman Sachs Group Inc | 765,503 | $12.3M | 0.00% | +157,938+26.0% | Added |
| Dimensional Fund Advisors LP | 761,706 | $12.3M | 0.00% | −1250.0% | Reduced |
| DekaBank Deutsche Girozentrale | 618,229 | $9.91M | 0.02% | +1,498+0.2% | Added |
| State Street Corp | 438,863 | $7.06M | 0.00% | −262,089−37.4% | Reduced |
| First Manhattan Co | 437,593 | $7.04M | 0.03% | +44,205+11.2% | Added |
| Geode Capital Management, LLC | 375,298 | $6.04M | 0.00% | +23,399+6.6% | Added |
| Bridgeway Capital Management, LLC | 325,576 | $5.24M | 0.13% | +40,051+14.0% | Added |
| Nuveen Asset Management, LLC | 302,902 | $4.87M | 0.00% | +47,858+18.8% | Added |
| Nia Impact Advisors, LLC | 220,497 | $4.27M | 2.43% | +4,423+2.0% | Added |
| Schroder Investment Management Group | 250,687 | $4.03M | 0.01% | +46,291+22.6% | Added |
| Northern Trust Corp | 226,702 | $3.65M | 0.00% | +13,034+6.1% | Added |
| Millennium Management LLC | 222,839 | $3.59M | 0.00% | +222,839 | New |
| American Century Companies Inc | 198,682 | $3.20M | 0.00% | +14,933+8.1% | Added |
| Prudential Financial Inc | 195,685 | $3.15M | 0.00% | +112,600+135.5% | Added |
| AQR Capital Management LLC | 157,071 | $2.53M | 0.01% | −10,902−6.5% | Reduced |
| Arjuna Capital | 151,203 | $2.43M | 0.86% | +7,599+5.3% | Added |
| Alliancebernstein L.P. | 135,319 | $2.18M | 0.00% | +25,260+23.0% | Added |
| KBC Group NV | 133,159 | $2.14M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 125,270 | $2.02M | 0.00% | −485−0.4% | Reduced |
| Clean Yield Group | 114,914 | $1.85M | 0.76% | +31,875+38.4% | Added |
| Algert Global LLC | 108,269 | $1.74M | 0.08% | +1,970+1.9% | Added |
| Morgan Stanley | 104,473 | $1.68M | 0.00% | −41,023−28.2% | Reduced |
| JPMorgan Chase & Co | 102,449 | $1.65M | 0.00% | −29,597−22.4% | Reduced |
| Isthmus Partners, LLC | 92,888 | $1.49M | 0.20% | +2,982+3.3% | Added |
| Basswood Capital Management, L.L.C. | 90,822 | $1.46M | 0.11% | −435,159−82.7% | Reduced |
| Empowered Funds, LLC | 84,846 | $1.37M | 0.05% | +84,846 | New |
| EA Series Trust | 84,846 | $1.37M | 0.05% | +84,846 | New |
| Thrivent Financial for Lutherans | 80,791 | $1.30M | 0.00% | +69,390+608.6% | Added |
| Ameriprise Financial Inc | 77,478 | $1.25M | 0.00% | +11,764+17.9% | Added |
| Brandywine Global Investment Management, LLC | 75,244 | $1.21M | 0.01% | −75,244−50.0% | Reduced |
| Squarepoint Ops LLC | 73,302 | $1.18M | 0.01% | +73,302 | New |
| Harrington Investments, INC | 72,415 | $1.17M | 0.76% | −600−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 70,000 | $1.13M | 0.02% | +3,000+4.5% | Added |
| Martingale Asset Management L P | 69,064 | $1.11M | 0.02% | −5,165−7.0% | Reduced |
| Federated Hermes, Inc. | 66,761 | $1.07M | 0.00% | −533,564−88.9% | Reduced |
| Avalon Trust Co | 62,490 | $1.01M | 0.09% | −10,700−14.6% | Reduced |
| First Trust Advisors LP | 59,854 | $963.0K | 0.00% | −2,832−4.5% | Reduced |
| Bank of America Corp | 54,346 | $874.4K | 0.00% | +11,517+26.9% | Added |
| Charles Schwab Investment Management Inc | 47,953 | $771.6K | 0.00% | +235+0.5% | Added |
| Trexquant Investment LP | 41,200 | $662.9K | 0.02% | +21,257+106.6% | Added |
| Globeflex Capital L P | 37,033 | $595.9K | 0.07% | −689−1.8% | Reduced |
| Swiss National Bank | 36,700 | $590.5K | 0.00% | +3,600+10.9% | Added |
| Assenagon Asset Management S.A. | 35,480 | $570.9K | 0.00% | −11,384−24.3% | Reduced |
| Barclays PLC | 33,756 | $543.1K | 0.00% | −6,209−15.5% | Reduced |
| Putnam Investments LLC | 33,154 | $533.4K | 0.00% | −1,031−3.0% | Reduced |
| Teacher Retirement System of Texas | 31,930 | $514.0K | 0.00% | −9,355−22.7% | Reduced |
| Voya Investment Management LLC | 30,505 | $490.8K | 0.00% | +3,196+11.7% | Added |
| UBS Asset Management Americas Inc | 27,741 | $490.7K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,017 | $483.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 29,882 | $480.0K | 0.00% | +29,882 | New |
| Ziegler Capital Management, LLC | 29,784 | $479.2K | 0.02% | −1,573−5.0% | Reduced |
| Jane Street Group, LLC | 29,526 | $475.1K | 0.00% | +16,866+133.2% | Added |
| Peregrine Capital Management LLC | 28,663 | $461.2K | 0.01% | +3,983+16.1% | Added |
| Rhumbline Advisers | 28,465 | $458.0K | 0.00% | +472+1.7% | Added |
| Jacobs Levy Equity Management, Inc | 27,328 | $439.7K | 0.00% | −25,543−48.3% | Reduced |
| Occudo Quantitative Strategies LP | 26,622 | $428.3K | 0.04% | +26,622 | New |
| Invesco Ltd. | 24,978 | $401.9K | 0.00% | −5,786−18.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,418 | $392.9K | 0.07% | +24,418 | New |
| New York Life Investment Management LLC | 23,298 | $374.9K | 0.00% | −2,788−10.7% | Reduced |
| Janus Henderson Group PLC | 22,624 | $364.0K | 0.00% | +8,695+62.4% | Added |
| Balyasny Asset Management LLC | 21,396 | $344.3K | 0.00% | −1,211−5.4% | Reduced |
| Quent Capital, LLC | 20,580 | $331.1K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 19,305 | $329.0K | 0.00% | +19,305 | New |
| Credit Suisse AG | 20,225 | $325.4K | 0.00% | +703+3.6% | Added |
| D. E. Shaw & Co., Inc. | 19,954 | $321.1K | 0.00% | −36,786−64.8% | Reduced |
| California State Teachers Retirement System | 19,895 | $320.1K | 0.00% | −122−0.6% | Reduced |
| UBS Group AG | 19,612 | $315.6K | 0.00% | −413−2.1% | Reduced |
| Russell Investments Group, Ltd. | 18,737 | $301.5K | 0.00% | −1,523−7.5% | Reduced |
| Franklin Resources Inc | 18,410 | $296.2K | 0.00% | +18,410 | New |
| Los Angeles Capital Management LLC | 17,266 | $277.8K | 0.00% | −18,020−51.1% | Reduced |
| XTX Topco Ltd | 17,235 | $277.3K | 0.05% | +17,235 | New |
| FMR LLC | 13,890 | $223.5K | 0.00% | −11,460−45.2% | Reduced |
| Quantbot Technologies LP | 12,724 | $204.7K | 0.01% | +10,944+614.8% | Added |
| Royal Bank of Canada | 11,045 | $178.0K | 0.00% | −7,497−40.4% | Reduced |
| Legal & General Group Plc | 10,965 | $176.4K | 0.00% | +4,831+78.8% | Added |
| Oxford Financial Group Ltd | 10,488 | $168.8K | 0.02% | +10,488 | New |
| Man Group plc | 10,381 | $167.0K | 0.00% | +10,381 | New |
| Citigroup Inc | 10,160 | $163.5K | 0.00% | +6,659+190.2% | Added |
| MetLife Investment Management | 9,310 | $149.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,513 | $137.0K | 0.00% | −10−0.1% | Reduced |
| Deutsche Bank AG | 8,288 | $133.4K | 0.00% | −2,865−25.7% | Reduced |
| New York State Common Retirement Fund | 8,240 | $132.6K | 0.00% | −15−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 7,774 | $125.1K | 0.00% | −774−9.1% | Reduced |
| Lazard Asset Management LLC | 7,405 | $119.0K | 0.00% | +3,375+83.7% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $118.2K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,739 | $108.4K | 0.00% | +1,570+30.4% | Added |
| Allspring Global Investments Holdings, LLC | 5,975 | $96.1K | 0.00% | +2,612+77.7% | Added |
| Public Employees Retirement System of Ohio | 5,372 | $86.0K | 0.00% | −2,292−29.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,851 | $78.1K | 0.00% | −10,353−68.1% | Reduced |
| FinTrust Capital Advisors, LLC | 3,097 | $71.4K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $70.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,896 | $46.6K | 0.00% | +2,680+1,240.7% | Added |
| Amalgamated Bank | 1,773 | $29.0K | 0.00% | −86−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,217 | $19.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,098 | $17.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,085 | $17.5K | 0.00% | +884+439.8% | Added |