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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, Q3 2023

Institutional positions in Amalgamated Financial Corp. as of Sep 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
113
0 vs. Q2 2023
Shares held
15.4M
−156.3K (−1.0%) vs. Q2 2023
Total value
$264.4M
+$15.6M (+6.3%) vs. Q2 2023
New holders
11
38 more added
Sold out
11
40 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 113 institutions
Q1 2021: 85 institutionsQ2 2021: 90 institutionsQ3 2021: 85 institutionsQ4 2021: 87 institutionsQ1 2022: 86 institutionsQ2 2022: 106 institutionsQ3 2022: 128 institutionsQ4 2022: 130 institutionsQ1 2023: 118 institutionsQ2 2023: 115 institutionsQ3 2023: 113 institutionsQ4 2023: 132 institutionsQ1 2024: 158 institutionsQ2 2024: 154 institutionsQ3 2024: 164 institutionsQ4 2024: 195 institutionsQ1 2025: 185 institutionsQ2 2025: 176 institutionsQ3 2025: 162 institutionsQ4 2025: 172 institutionsQ1 2026: 176 institutionsQ2 2026: 195 institutions
Value heldQ3 2023: $264.4M
Q1 2021: $181.8MQ2 2021: $183.6MQ3 2021: $183.4MQ4 2021: $194.2MQ1 2022: $206.2MQ2 2022: $226.2MQ3 2022: $338.6MQ4 2022: $362.1MQ1 2023: $281.8MQ2 2023: $254.5MQ3 2023: $264.4MQ4 2023: $424.4MQ1 2024: $411.3MQ2 2024: $458.4MQ3 2024: $564.8MQ4 2024: $612.2MQ1 2025: $540.5MQ2 2025: $601.0MQ3 2025: $504.1MQ4 2025: $577.8MQ1 2026: $695.7MQ2 2026: $803.6M
Institutions holding AMAL and their total value by quarter
QuarterHoldersValue
Q2 2026195$803.6M
Q1 2026176$695.7M
Q4 2025172$577.8M
Q3 2025162$504.1M
Q2 2025176$601.0M
Q1 2025185$540.5M
Q4 2024195$612.2M
Q3 2024164$564.8M
Q2 2024154$458.4M
Q1 2024158$411.3M
Q4 2023132$424.4M
Q3 2023113$264.4M
Q2 2023115$254.5M
Q1 2023118$281.8M
Q4 2022130$362.1M
Q3 2022128$338.6M
Q2 2022106$226.2M
Q1 202286$206.2M
Q4 202187$194.2M
Q3 202185$183.4M
Q2 202190$183.6M
Q1 202185$181.8M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2023.

Institutions holding AMAL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,894,013$49.8M0.00%−137,691−4.5%Reduced
Adage Capital Partners GP, L.L.C.2,182,279$37.6M0.09%+59,337+2.8%Added
Vanguard Group Inc1,120,861$19.3M0.00%−1,109−0.1%Reduced
Dimensional Fund Advisors LP883,050$15.2M0.00%+121,344+15.9%Added
Brown Advisory Inc862,875$14.9M0.02%+32,733+3.9%Added
Goldman Sachs Group Inc659,876$11.4M0.00%−105,627−13.8%Reduced
DekaBank Deutsche Girozentrale606,175$10.5M0.02%−12,054−1.9%Reduced
First Manhattan Co448,843$7.73M0.03%+11,250+2.6%Added
State Street Corp434,535$7.48M0.00%−4,328−1.0%Reduced
Geode Capital Management, LLC388,419$6.69M0.00%+13,121+3.5%Added
Schroder Investment Management Group317,107$5.46M0.01%+66,420+26.5%Added
Nuveen Asset Management, LLC292,825$5.04M0.00%−10,077−3.3%Reduced
Redwood Grove Capital, LLC230,691$3.97M1.59%+230,691New
Northern Trust Corp228,046$3.93M0.00%+1,344+0.6%Added
American Century Companies Inc225,959$3.89M0.00%+27,277+13.7%Added
Bridgeway Capital Management, LLC222,360$3.83M0.09%−103,216−31.7%Reduced
Prudential Financial Inc215,985$3.72M0.01%+20,300+10.4%Added
Bank of New York Mellon Corp167,441$2.88M0.00%+42,171+33.7%Added
Arjuna Capital157,546$2.71M0.97%+6,343+4.2%Added
AQR Capital Management LLC153,809$2.65M0.01%−3,262−2.1%Reduced
Clean Yield Group140,504$2.41M1.07%+25,590+22.3%Added
KBC Group NV133,159$2.29M0.01%00.0%Unchanged
Morgan Stanley104,717$1.80M0.00%+244+0.2%Added
Putnam Investments LLC102,069$1.76M0.00%+68,915+207.9%Added
Assenagon Asset Management S.A.98,865$1.70M0.01%+63,385+178.6%Added
Isthmus Partners, LLC96,971$1.67M0.24%+4,083+4.4%Added
Alliancebernstein L.P.93,517$1.61M0.00%−41,802−30.9%Reduced
Empowered Funds, LLC92,430$1.59M0.05%+7,584+8.9%Added
Basswood Capital Management, L.L.C.90,822$1.56M0.12%00.0%Unchanged
Algert Global LLC81,359$1.40M0.07%−26,910−24.9%Reduced
Ameriprise Financial Inc76,959$1.33M0.00%−519−0.7%Reduced
Harrington Investments, INC76,465$1.32M0.91%+4,050+5.6%Added
Brandywine Global Investment Management, LLC74,065$1.28M0.01%−1,179−1.6%Reduced
Thrivent Financial for Lutherans72,852$1.25M0.00%−7,939−9.8%Reduced
Edmond de Rothschild Holding S.A.70,000$1.21M0.02%00.0%Unchanged
JPMorgan Chase & Co68,599$1.18M0.00%−33,850−33.0%Reduced
Federated Hermes, Inc.65,342$1.13M0.00%−1,419−2.1%Reduced
First Trust Advisors LP58,059$999.8K0.00%−1,795−3.0%Reduced
Martingale Asset Management L P57,021$981.9K0.02%−12,043−17.4%Reduced
Avalon Trust Co54,265$934.4K0.09%−8,225−13.2%Reduced
Charles Schwab Investment Management Inc49,484$852.1K0.00%+1,531+3.2%Added
Globeflex Capital L P37,033$637.7K0.07%00.0%Unchanged
Swiss National Bank36,700$632.0K0.00%00.0%Unchanged
Ziegler Capital Management, LLC35,273$607.4K0.02%+5,489+18.4%Added
Squarepoint Ops LLC34,175$588.5K0.00%−39,127−53.4%Reduced
Gsa Capital Partners LLP34,140$588.0K0.05%+34,140New
Barclays PLC32,710$563.3K0.00%−1,046−3.1%Reduced
Campbell & CO Investment Adviser LLC31,131$536.1K0.06%+6,713+27.5%Added
Voya Investment Management LLC30,505$525.3K0.00%00.0%Unchanged
Millennium Management LLC30,277$521.4K0.00%−192,562−86.4%Reduced
Rhumbline Advisers29,090$500.9K0.00%+625+2.2%Added
Trexquant Investment LP28,440$489.7K0.01%−12,760−31.0%Reduced
UBS Asset Management Americas Inc27,741$477.7K0.00%00.0%Unchanged
Peregrine Capital Management LLC27,529$474.0K0.01%−1,134−4.0%Reduced
Jacobs Levy Equity Management, Inc27,243$469.1K0.00%−85−0.3%Reduced
Allianz Asset Management GmbH27,026$465.4K0.00%−20,634−43.3%Reduced
Invesco Ltd.25,199$433.9K0.00%+221+0.9%Added
Janus Henderson Group PLC23,060$397.0K0.00%+436+1.9%Added
Teacher Retirement System of Texas22,861$394.0K0.00%−9,069−28.4%Reduced
Quent Capital, LLC20,580$354.4K0.06%00.0%Unchanged
New York Life Investment Management LLC20,127$346.6K0.00%−3,171−13.6%Reduced
Alps Advisors Inc19,480$335.4K0.00%+19,480New
Credit Suisse AG19,426$334.5K0.00%−799−4.0%Reduced
UBS Group AG18,914$325.7K0.00%−698−3.6%Reduced
California State Teachers Retirement System18,780$323.4K0.00%−1,115−5.6%Reduced
Los Angeles Capital Management LLC17,266$297.3K0.00%00.0%Unchanged
Russell Investments Group, Ltd.17,089$294.3K0.00%−1,648−8.8%Reduced
Franklin Resources Inc15,935$274.4K0.00%−2,475−13.4%Reduced
Bank of America Corp15,765$271.5K0.00%−38,581−71.0%Reduced
Citadel Advisors LLC12,453$214.4K0.00%+12,453New
Royal Bank of Canada12,169$209.0K0.00%+1,124+10.2%Added
Principal Financial Group Inc11,632$200.3K0.00%+11,632New
Legal & General Group Plc11,467$197.5K0.00%+502+4.6%Added
Oxford Financial Group Ltd10,488$180.6K0.02%00.0%Unchanged
MetLife Investment Management9,310$160.3K0.00%00.0%Unchanged
American International Group, Inc.8,827$152.0K0.00%+314+3.7%Added
Lazard Asset Management LLC8,478$145.0K0.00%+1,073+14.5%Added
FMR LLC8,343$143.7K0.00%−5,547−39.9%Reduced
Deutsche Bank AG8,288$142.7K0.00%00.0%Unchanged
New York State Common Retirement Fund8,247$142.0K0.00%+7+0.1%Added
SG Americas Securities, LLC7,937$137.0K0.00%+7,937New
Caldwell Sutter Capital, Inc.7,345$126.5K0.07%00.0%Unchanged
Advisor Group Holdings, Inc.6,721$115.7K0.00%−1,053−13.5%Reduced
Tower Research Capital LLC (TRC)6,402$110.2K0.00%+5,775+921.1%Added
Public Employees Retirement System of Ohio5,372$93.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,645$80.0K0.00%−206−4.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,400$75.8K0.00%00.0%Unchanged
Wells Fargo & Company4,374$75.3K0.00%−2,365−35.1%Reduced
Citigroup Inc3,380$58.2K0.00%−6,780−66.7%Reduced
FinTrust Capital Advisors, LLC3,209$55.3K0.01%+112+3.6%Added
Quadrant Capital Group LLC3,089$53.2K0.01%+193+6.7%Added
Amalgamated Bank1,773$31.0K0.00%00.0%Unchanged
West Tower Group, LLC1,800$31.0K0.02%+1,800New
Ameritas Investment Partners, Inc.1,744$30.0K0.00%+527+43.3%Added
US Bancorp1,144$19.7K0.00%+60+5.5%Added
Metropolitan Life Insurance Co1,098$18.9K0.00%00.0%Unchanged
Parallel Advisors, LLC1,085$18.7K0.00%00.0%Unchanged
Signaturefd, LLC1,041$17.9K0.00%+524+101.4%Added
Quantbot Technologies LP834$14.4K0.00%−11,890−93.4%Reduced
Carmel Capital Partners, LLC752$12.9K0.01%+752New