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, 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
- +4.26K (0.0%) vs. Q1 2023
- Total value
- $254.5M
- −$25.0M (−9.0%) vs. Q1 2023
- New holders
- 17
- 45 more added
- Sold out
- 19
- 40 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 10 | $161 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 46 | $740 | 0.00% | +46 | New |
| Allianz Asset Management GmbH | 47,660 | $767 | 0.00% | −47,272−49.8% | Reduced |
| Allworth Financial LP | 58 | $934 | 0.00% | +10+20.8% | Added |
| Umb Bank N A | 60 | $965 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $1.00K | 0.00% | +26+288.9% | Added |
| Lindbrook Capital, LLC | 88 | $1.42K | 0.00% | −74−45.7% | Reduced |
| Quarry LP | 299 | $4.81K | 0.00% | +299 | New |
| Psagot Value Holdings Ltd. / (Israel) | 504 | $8.00K | 0.00% | +335+198.2% | Added |
| Baldwin Brothers Inc | 500 | $8.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 517 | $8.32K | 0.00% | +304+142.7% | Added |
| Trust Co of Vermont | 560 | $9.01K | 0.00% | +560 | New |
| Tower Research Capital LLC (TRC) | 627 | $10.1K | 0.00% | +98+18.5% | Added |
| GWM Advisors LLC | 750 | $12.1K | 0.00% | +750 | New |
| US Bancorp | 1,084 | $17.4K | 0.00% | −6,780−86.2% | Reduced |
| Parallel Advisors, LLC | 1,085 | $17.5K | 0.00% | +884+439.8% | Added |
| Metropolitan Life Insurance Co | 1,098 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,217 | $19.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,773 | $29.0K | 0.00% | −86−4.6% | Reduced |
| Quadrant Capital Group LLC | 2,896 | $46.6K | 0.00% | +2,680+1,240.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $70.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,097 | $71.4K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,851 | $78.1K | 0.00% | −10,353−68.1% | Reduced |
| Public Employees Retirement System of Ohio | 5,372 | $86.0K | 0.00% | −2,292−29.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,975 | $96.1K | 0.00% | +2,612+77.7% | Added |
| Wells Fargo & Company | 6,739 | $108.4K | 0.00% | +1,570+30.4% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $118.2K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,405 | $119.0K | 0.00% | +3,375+83.7% | Added |
| Advisor Group Holdings, Inc. | 7,774 | $125.1K | 0.00% | −774−9.1% | Reduced |
| New York State Common Retirement Fund | 8,240 | $132.6K | 0.00% | −15−0.2% | Reduced |
| Deutsche Bank AG | 8,288 | $133.4K | 0.00% | −2,865−25.7% | Reduced |
| American International Group, Inc. | 8,513 | $137.0K | 0.00% | −10−0.1% | Reduced |
| MetLife Investment Management | 9,310 | $149.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,160 | $163.5K | 0.00% | +6,659+190.2% | Added |
| Man Group plc | 10,381 | $167.0K | 0.00% | +10,381 | New |
| Oxford Financial Group Ltd | 10,488 | $168.8K | 0.02% | +10,488 | New |
| Legal & General Group Plc | 10,965 | $176.4K | 0.00% | +4,831+78.8% | Added |
| Royal Bank of Canada | 11,045 | $178.0K | 0.00% | −7,497−40.4% | Reduced |
| Quantbot Technologies LP | 12,724 | $204.7K | 0.01% | +10,944+614.8% | Added |
| FMR LLC | 13,890 | $223.5K | 0.00% | +1,215+9.6% | Added |
| XTX Topco Ltd | 17,235 | $277.3K | 0.05% | +17,235 | New |
| Los Angeles Capital Management LLC | 17,266 | $277.8K | 0.00% | −18,020−51.1% | Reduced |
| Franklin Resources Inc | 18,410 | $296.2K | 0.00% | +18,410 | New |
| Russell Investments Group, Ltd. | 18,737 | $301.5K | 0.00% | −1,523−7.5% | Reduced |
| UBS Group AG | 19,612 | $315.6K | 0.00% | −413−2.1% | Reduced |
| California State Teachers Retirement System | 19,895 | $320.1K | 0.00% | −122−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 19,954 | $321.1K | 0.00% | −36,786−64.8% | Reduced |
| Credit Suisse AG | 20,225 | $325.4K | 0.00% | +703+3.6% | Added |
| Bank of Montreal | 19,305 | $329.0K | 0.00% | +19,305 | New |
| Quent Capital, LLC | 20,580 | $331.1K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 21,396 | $344.3K | 0.00% | −1,211−5.4% | Reduced |
| Janus Henderson Group PLC | 22,624 | $364.0K | 0.00% | +8,695+62.4% | Added |
| New York Life Investment Management LLC | 23,298 | $374.9K | 0.00% | −2,788−10.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,418 | $392.9K | 0.07% | +24,418 | New |
| Invesco Ltd. | 24,978 | $401.9K | 0.00% | −5,786−18.8% | Reduced |
| Occudo Quantitative Strategies LP | 26,622 | $428.3K | 0.04% | +26,622 | New |
| Jacobs Levy Equity Management, Inc | 27,328 | $439.7K | 0.00% | −25,543−48.3% | Reduced |
| Rhumbline Advisers | 28,465 | $458.0K | 0.00% | +472+1.7% | Added |
| Peregrine Capital Management LLC | 28,663 | $461.2K | 0.01% | +3,983+16.1% | Added |
| Jane Street Group, LLC | 29,526 | $475.1K | 0.00% | +16,866+133.2% | Added |
| Ziegler Capital Management, LLC | 29,784 | $479.2K | 0.02% | −1,573−5.0% | Reduced |
| HRT Financial LP | 29,882 | $480.0K | 0.00% | +29,882 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,017 | $483.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 27,741 | $490.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 30,505 | $490.8K | 0.00% | +3,196+11.7% | Added |
| Teacher Retirement System of Texas | 31,930 | $514.0K | 0.00% | −9,355−22.7% | Reduced |
| Putnam Investments LLC | 33,154 | $533.4K | 0.00% | −1,031−3.0% | Reduced |
| Barclays PLC | 33,756 | $543.1K | 0.00% | −6,209−15.5% | Reduced |
| Assenagon Asset Management S.A. | 35,480 | $570.9K | 0.00% | −11,384−24.3% | Reduced |
| Swiss National Bank | 36,700 | $590.5K | 0.00% | +3,600+10.9% | Added |
| Globeflex Capital L P | 37,033 | $595.9K | 0.07% | −689−1.8% | Reduced |
| Trexquant Investment LP | 41,200 | $662.9K | 0.02% | +21,257+106.6% | Added |
| Charles Schwab Investment Management Inc | 47,953 | $771.6K | 0.00% | +235+0.5% | Added |
| Bank of America Corp | 54,346 | $874.4K | 0.00% | +11,517+26.9% | Added |
| First Trust Advisors LP | 59,854 | $963.0K | 0.00% | −2,832−4.5% | Reduced |
| Avalon Trust Co | 62,490 | $1.01M | 0.09% | −10,700−14.6% | Reduced |
| Federated Hermes, Inc. | 66,761 | $1.07M | 0.00% | −533,564−88.9% | Reduced |
| Martingale Asset Management L P | 69,064 | $1.11M | 0.02% | −5,165−7.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 70,000 | $1.13M | 0.02% | +3,000+4.5% | Added |
| Harrington Investments, INC | 72,415 | $1.17M | 0.76% | −600−0.8% | Reduced |
| Squarepoint Ops LLC | 73,302 | $1.18M | 0.01% | +73,302 | New |
| Brandywine Global Investment Management, LLC | 75,244 | $1.21M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 77,478 | $1.25M | 0.00% | +11,764+17.9% | Added |
| Thrivent Financial for Lutherans | 80,791 | $1.30M | 0.00% | +69,390+608.6% | Added |
| Empowered Funds, LLC | 84,846 | $1.37M | 0.05% | +84,846 | New |
| EA Series Trust | 84,846 | $1.37M | 0.05% | +84,846 | New |
| Basswood Capital Management, L.L.C. | 90,822 | $1.46M | 0.11% | −435,159−82.7% | Reduced |
| Isthmus Partners, LLC | 92,888 | $1.49M | 0.20% | +2,982+3.3% | Added |
| JPMorgan Chase & Co | 102,449 | $1.65M | 0.00% | −29,597−22.4% | Reduced |
| Morgan Stanley | 104,473 | $1.68M | 0.00% | −41,023−28.2% | Reduced |
| Algert Global LLC | 108,269 | $1.74M | 0.08% | +1,970+1.9% | Added |
| Clean Yield Group | 114,914 | $1.85M | 0.76% | +31,875+38.4% | Added |
| Bank of New York Mellon Corp | 125,270 | $2.02M | 0.00% | −485−0.4% | Reduced |
| KBC Group NV | 133,159 | $2.14M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 135,319 | $2.18M | 0.00% | +25,260+23.0% | Added |
| Arjuna Capital | 151,203 | $2.43M | 0.86% | +7,599+5.3% | Added |
| AQR Capital Management LLC | 157,071 | $2.53M | 0.01% | −10,902−6.5% | Reduced |
| Prudential Financial Inc | 195,685 | $3.15M | 0.00% | +112,600+135.5% | Added |
| American Century Companies Inc | 198,682 | $3.20M | 0.00% | +14,933+8.1% | Added |
| Millennium Management LLC | 222,839 | $3.59M | 0.00% | +222,839 | New |