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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 17 | $293 | 0.00% | +7+70.0% | Added |
| Nisa Investment Advisors, LLC | 46 | $792 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 49 | $844 | 0.00% | +49 | New |
| Allworth Financial LP | 58 | $999 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 72 | $1.00K | 0.00% | +37+105.7% | Added |
| Umb Bank N A | 60 | $1.03K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 175 | $3.01K | 0.00% | +175 | New |
| Comerica Bank | 211 | $3.63K | 0.00% | +211 | New |
| Lindbrook Capital, LLC | 226 | $3.89K | 0.00% | +138+156.8% | Added |
| Allspring Global Investments Holdings, LLC | 412 | $7.09K | 0.00% | −5,563−93.1% | Reduced |
| Baldwin Brothers Inc | 500 | $8.61K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 560 | $9.64K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $12.9K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 752 | $12.9K | 0.01% | +752 | New |
| Quantbot Technologies LP | 834 | $14.4K | 0.00% | −11,890−93.4% | Reduced |
| Signaturefd, LLC | 1,041 | $17.9K | 0.00% | +524+101.4% | Added |
| Parallel Advisors, LLC | 1,085 | $18.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,098 | $18.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,144 | $19.7K | 0.00% | +60+5.5% | Added |
| Ameritas Investment Partners, Inc. | 1,744 | $30.0K | 0.00% | +527+43.3% | Added |
| West Tower Group, LLC | 1,800 | $31.0K | 0.02% | +1,800 | New |
| Amalgamated Bank | 1,773 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,089 | $53.2K | 0.01% | +193+6.7% | Added |
| FinTrust Capital Advisors, LLC | 3,209 | $55.3K | 0.01% | +112+3.6% | Added |
| Citigroup Inc | 3,380 | $58.2K | 0.00% | −6,780−66.7% | Reduced |
| Wells Fargo & Company | 4,374 | $75.3K | 0.00% | −2,365−35.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $75.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,645 | $80.0K | 0.00% | −206−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 5,372 | $93.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,402 | $110.2K | 0.00% | +5,775+921.1% | Added |
| Advisor Group Holdings, Inc. | 6,721 | $115.7K | 0.00% | −1,053−13.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $126.5K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,937 | $137.0K | 0.00% | +7,937 | New |
| New York State Common Retirement Fund | 8,247 | $142.0K | 0.00% | +7+0.1% | Added |
| Deutsche Bank AG | 8,288 | $142.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,343 | $143.7K | 0.00% | −5,547−39.9% | Reduced |
| Lazard Asset Management LLC | 8,478 | $145.0K | 0.00% | +1,073+14.5% | Added |
| American International Group, Inc. | 8,827 | $152.0K | 0.00% | +314+3.7% | Added |
| MetLife Investment Management | 9,310 | $160.3K | 0.00% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 10,488 | $180.6K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 11,467 | $197.5K | 0.00% | +502+4.6% | Added |
| Principal Financial Group Inc | 11,632 | $200.3K | 0.00% | +11,632 | New |
| Royal Bank of Canada | 12,169 | $209.0K | 0.00% | +1,124+10.2% | Added |
| Citadel Advisors LLC | 12,453 | $214.4K | 0.00% | +12,453 | New |
| Bank of America Corp | 15,765 | $271.5K | 0.00% | −38,581−71.0% | Reduced |
| Franklin Resources Inc | 15,935 | $274.4K | 0.00% | −2,475−13.4% | Reduced |
| Russell Investments Group, Ltd. | 17,089 | $294.3K | 0.00% | −1,648−8.8% | Reduced |
| Los Angeles Capital Management LLC | 17,266 | $297.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 18,780 | $323.4K | 0.00% | −1,115−5.6% | Reduced |
| UBS Group AG | 18,914 | $325.7K | 0.00% | −698−3.6% | Reduced |
| Credit Suisse AG | 19,426 | $334.5K | 0.00% | −799−4.0% | Reduced |
| Alps Advisors Inc | 19,480 | $335.4K | 0.00% | +19,480 | New |
| New York Life Investment Management LLC | 20,127 | $346.6K | 0.00% | −3,171−13.6% | Reduced |
| Quent Capital, LLC | 20,580 | $354.4K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,861 | $394.0K | 0.00% | −9,069−28.4% | Reduced |
| Janus Henderson Group PLC | 23,060 | $397.0K | 0.00% | +436+1.9% | Added |
| Invesco Ltd. | 25,199 | $433.9K | 0.00% | +221+0.9% | Added |
| Allianz Asset Management GmbH | 27,026 | $465.4K | 0.00% | −20,634−43.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,243 | $469.1K | 0.00% | −85−0.3% | Reduced |
| Peregrine Capital Management LLC | 27,529 | $474.0K | 0.01% | −1,134−4.0% | Reduced |
| UBS Asset Management Americas Inc | 27,741 | $477.7K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 28,440 | $489.7K | 0.01% | −12,760−31.0% | Reduced |
| Rhumbline Advisers | 29,090 | $500.9K | 0.00% | +625+2.2% | Added |
| Millennium Management LLC | 30,277 | $521.4K | 0.00% | −192,562−86.4% | Reduced |
| Voya Investment Management LLC | 30,505 | $525.3K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 31,131 | $536.1K | 0.06% | +6,713+27.5% | Added |
| Barclays PLC | 32,710 | $563.3K | 0.00% | −1,046−3.1% | Reduced |
| Gsa Capital Partners LLP | 34,140 | $588.0K | 0.05% | +34,140 | New |
| Squarepoint Ops LLC | 34,175 | $588.5K | 0.00% | −39,127−53.4% | Reduced |
| Ziegler Capital Management, LLC | 35,273 | $607.4K | 0.02% | +5,489+18.4% | Added |
| Swiss National Bank | 36,700 | $632.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 37,033 | $637.7K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 49,484 | $852.1K | 0.00% | +1,531+3.2% | Added |
| Avalon Trust Co | 54,265 | $934.4K | 0.09% | −8,225−13.2% | Reduced |
| Martingale Asset Management L P | 57,021 | $981.9K | 0.02% | −12,043−17.4% | Reduced |
| First Trust Advisors LP | 58,059 | $999.8K | 0.00% | −1,795−3.0% | Reduced |
| Federated Hermes, Inc. | 65,342 | $1.13M | 0.00% | −1,419−2.1% | Reduced |
| JPMorgan Chase & Co | 68,599 | $1.18M | 0.00% | −33,850−33.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 70,000 | $1.21M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 72,852 | $1.25M | 0.00% | −7,939−9.8% | Reduced |
| Brandywine Global Investment Management, LLC | 74,065 | $1.28M | 0.01% | −1,179−1.6% | Reduced |
| Harrington Investments, INC | 76,465 | $1.32M | 0.91% | +4,050+5.6% | Added |
| Ameriprise Financial Inc | 76,959 | $1.33M | 0.00% | −519−0.7% | Reduced |
| Algert Global LLC | 81,359 | $1.40M | 0.07% | −26,910−24.9% | Reduced |
| Basswood Capital Management, L.L.C. | 90,822 | $1.56M | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 92,430 | $1.59M | 0.05% | +7,584+8.9% | Added |
| Alliancebernstein L.P. | 93,517 | $1.61M | 0.00% | −41,802−30.9% | Reduced |
| Isthmus Partners, LLC | 96,971 | $1.67M | 0.24% | +4,083+4.4% | Added |
| Assenagon Asset Management S.A. | 98,865 | $1.70M | 0.01% | +63,385+178.6% | Added |
| Putnam Investments LLC | 102,069 | $1.76M | 0.00% | +68,915+207.9% | Added |
| Morgan Stanley | 104,717 | $1.80M | 0.00% | +244+0.2% | Added |
| KBC Group NV | 133,159 | $2.29M | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 140,504 | $2.41M | 1.07% | +25,590+22.3% | Added |
| AQR Capital Management LLC | 153,809 | $2.65M | 0.01% | −3,262−2.1% | Reduced |
| Arjuna Capital | 157,546 | $2.71M | 0.97% | +6,343+4.2% | Added |
| Bank of New York Mellon Corp | 167,441 | $2.88M | 0.00% | +42,171+33.7% | Added |
| Prudential Financial Inc | 215,985 | $3.72M | 0.01% | +20,300+10.4% | Added |
| Bridgeway Capital Management, LLC | 222,360 | $3.83M | 0.09% | −103,216−31.7% | Reduced |
| American Century Companies Inc | 225,959 | $3.89M | 0.00% | +27,277+13.7% | Added |
| Northern Trust Corp | 228,046 | $3.93M | 0.00% | +1,344+0.6% | Added |