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, Q4 2023
Institutional positions in Amalgamated Financial Corp. as of Dec 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
- 132
- +19 vs. Q3 2023
- Shares held
- 15.3M
- −67.6K (−0.4%) vs. Q3 2023
- Total value
- $411.8M
- +$147.4M (+55.8%) vs. Q3 2023
- New holders
- 24
- 50 more added
- Sold out
- 5
- 40 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,887,691 | $77.8M | 0.00% | −6,322−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,963,108 | $52.9M | 0.11% | −219,171−10.0% | Reduced |
| Vanguard Group Inc | 1,124,536 | $30.3M | 0.00% | +3,675+0.3% | Added |
| Dimensional Fund Advisors LP | 1,005,772 | $27.1M | 0.01% | +122,722+13.9% | Added |
| Brown Advisory Inc | 823,044 | $22.2M | 0.03% | −39,831−4.6% | Reduced |
| State Street Corp | 441,678 | $11.9M | 0.00% | +7,143+1.6% | Added |
| First Manhattan Co | 424,243 | $11.4M | 0.04% | −24,600−5.5% | Reduced |
| Geode Capital Management, LLC | 409,011 | $11.0M | 0.00% | +20,592+5.3% | Added |
| Goldman Sachs Group Inc | 361,042 | $9.73M | 0.00% | −298,834−45.3% | Reduced |
| Nuveen Asset Management, LLC | 336,788 | $9.07M | 0.00% | +43,963+15.0% | Added |
| Morgan Stanley | 283,529 | $7.64M | 0.00% | +178,812+170.8% | Added |
| American Century Companies Inc | 282,531 | $7.61M | 0.01% | +56,572+25.0% | Added |
| Northern Trust Corp | 235,899 | $6.36M | 0.00% | +7,853+3.4% | Added |
| Bridgeway Capital Management, LLC | 231,469 | $6.24M | 0.13% | +9,109+4.1% | Added |
| Redwood Grove Capital, LLC | 230,691 | $6.21M | 2.29% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 226,175 | $6.10M | 0.01% | −380,000−62.7% | Reduced |
| Schroder Investment Management Group | 223,130 | $6.01M | 0.01% | −93,977−29.6% | Reduced |
| Prudential Financial Inc | 182,745 | $4.92M | 0.01% | −33,240−15.4% | Reduced |
| JPMorgan Chase & Co | 181,883 | $4.90M | 0.00% | +113,284+165.1% | Added |
| Arjuna Capital | 167,994 | $4.53M | 1.42% | +10,448+6.6% | Added |
| Bank of New York Mellon Corp | 158,218 | $4.26M | 0.00% | −9,223−5.5% | Reduced |
| Clean Yield Group | 145,464 | $3.92M | 1.65% | +4,960+3.5% | Added |
| Invesco Ltd. | 135,652 | $3.65M | 0.00% | +110,453+438.3% | Added |
| KBC Group NV | 133,159 | $3.59M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 129,127 | $3.48M | 0.01% | +30,262+30.6% | Added |
| Putnam Investments LLC | 128,346 | $3.46M | 0.00% | +26,277+25.7% | Added |
| Kennedy Capital Management, Inc. | 115,503 | $3.11M | 0.07% | +115,503 | New |
| Federated Hermes, Inc. | 114,154 | $3.08M | 0.01% | +48,812+74.7% | Added |
| Empowered Funds, LLC | 101,539 | $2.74M | 0.07% | +9,109+9.9% | Added |
| Isthmus Partners, LLC | 98,285 | $2.65M | 0.34% | +1,314+1.4% | Added |
| Los Angeles Capital Management LLC | 86,682 | $2.34M | 0.01% | +69,416+402.0% | Added |
| Harrington Investments, INC | 75,665 | $2.04M | 1.26% | −800−1.0% | Reduced |
| Ameriprise Financial Inc | 71,175 | $1.92M | 0.00% | −5,784−7.5% | Reduced |
| Globeflex Capital L P | 69,233 | $1.87M | 0.19% | +32,200+86.9% | Added |
| Algert Global LLC | 67,629 | $1.82M | 0.07% | −13,730−16.9% | Reduced |
| Brandywine Global Investment Management, LLC | 67,030 | $1.81M | 0.01% | −7,035−9.5% | Reduced |
| Alliancebernstein L.P. | 66,608 | $1.79M | 0.00% | −26,909−28.8% | Reduced |
| First Trust Advisors LP | 64,526 | $1.74M | 0.00% | +6,467+11.1% | Added |
| Citadel Advisors LLC | 54,678 | $1.47M | 0.00% | +42,225+339.1% | Added |
| Avalon Trust Co | 53,480 | $1.44M | 0.13% | −785−1.4% | Reduced |
| Martingale Asset Management L P | 50,336 | $1.36M | 0.03% | −6,685−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 49,594 | $1.34M | 0.00% | +49,594 | New |
| Charles Schwab Investment Management Inc | 48,384 | $1.30M | 0.00% | −1,100−2.2% | Reduced |
| Barclays PLC | 46,588 | $1.26M | 0.00% | +13,878+42.4% | Added |
| Edmond de Rothschild Holding S.A. | 40,722 | $1.10M | 0.02% | −29,278−41.8% | Reduced |
| ClariVest Asset Management LLC | 39,822 | $1.07M | 0.06% | +39,822 | New |
| Thrivent Financial for Lutherans | 39,530 | $1.06M | 0.00% | −33,322−45.7% | Reduced |
| Squarepoint Ops LLC | 37,466 | $1.01M | 0.00% | +3,291+9.6% | Added |
| UBS Asset Management Americas Inc | 36,251 | $976.6K | 0.00% | +8,510+30.7% | Added |
| Jacobs Levy Equity Management, Inc | 34,445 | $927.9K | 0.00% | +7,202+26.4% | Added |
| Campbell & CO Investment Adviser LLC | 33,918 | $913.8K | 0.08% | +2,787+9.0% | Added |
| Ziegler Capital Management, LLC | 33,296 | $897.0K | 0.04% | −1,977−5.6% | Reduced |
| Swiss National Bank | 33,000 | $889.0K | 0.00% | −3,700−10.1% | Reduced |
| AQR Capital Management LLC | 31,366 | $845.0K | 0.00% | −122,443−79.6% | Reduced |
| Rhumbline Advisers | 28,992 | $781.0K | 0.00% | −98−0.3% | Reduced |
| UBS Group AG | 28,480 | $767.3K | 0.00% | +9,566+50.6% | Added |
| Bailard, Inc. | 28,003 | $754.4K | 0.02% | +28,003 | New |
| Peregrine Capital Management LLC | 27,529 | $741.6K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 25,131 | $676.9K | 0.00% | +2,071+9.0% | Added |
| Trexquant Investment LP | 24,231 | $652.8K | 0.01% | −4,209−14.8% | Reduced |
| Teacher Retirement System of Texas | 22,937 | $618.0K | 0.00% | +76+0.3% | Added |
| Occudo Quantitative Strategies LP | 22,405 | $603.6K | 0.08% | +22,405 | New |
| Jane Street Group, LLC | 22,191 | $597.8K | 0.00% | +22,191 | New |
| Allianz Asset Management GmbH | 21,723 | $585.2K | 0.00% | −5,303−19.6% | Reduced |
| Credit Suisse AG | 21,070 | $567.6K | 0.00% | +1,644+8.5% | Added |
| Quent Capital, LLC | 20,580 | $554.4K | 0.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 19,772 | $532.7K | 0.00% | +2,683+15.7% | Added |
| New York Life Investment Management LLC | 19,522 | $525.9K | 0.01% | −605−3.0% | Reduced |
| Millennium Management LLC | 19,303 | $520.0K | 0.00% | −10,974−36.2% | Reduced |
| Alps Advisors Inc | 18,430 | $496.5K | 0.00% | −1,050−5.4% | Reduced |
| Voya Investment Management LLC | 18,025 | $485.6K | 0.00% | −12,480−40.9% | Reduced |
| California State Teachers Retirement System | 17,818 | $480.0K | 0.00% | −962−5.1% | Reduced |
| Semanteon Capital Management, LP | 17,343 | $467.2K | 0.32% | +17,343 | New |
| Bank of America Corp | 16,453 | $443.2K | 0.00% | +688+4.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $435.2K | 0.01% | +16,156 | New |
| Truist Financial Corp | 15,851 | $427.0K | 0.00% | +15,851 | New |
| Denali Advisors LLC | 15,700 | $423.0K | 0.13% | +15,700 | New |
| Franklin Resources Inc | 15,604 | $420.4K | 0.00% | −331−2.1% | Reduced |
| Quest Partners LLC | 15,174 | $408.8K | 0.09% | +15,174 | New |
| Principal Financial Group Inc | 14,618 | $393.8K | 0.00% | +2,986+25.7% | Added |
| Quadrature Capital Ltd | 14,417 | $388.4K | 0.01% | +14,417 | New |
| Royal Bank of Canada | 13,373 | $361.0K | 0.00% | +1,204+9.9% | Added |
| Creative Planning | 11,688 | $314.9K | 0.00% | +11,688 | New |
| FMR LLC | 11,625 | $313.2K | 0.00% | +3,282+39.3% | Added |
| Legal & General Group Plc | 11,231 | $302.6K | 0.00% | −236−2.1% | Reduced |
| Oxford Financial Group Ltd | 10,724 | $288.9K | 0.02% | +236+2.3% | Added |
| SG Americas Securities, LLC | 10,290 | $277.0K | 0.00% | +2,353+29.6% | Added |
| New York State Common Retirement Fund | 9,914 | $267.1K | 0.00% | +1,667+20.2% | Added |
| Lazard Asset Management LLC | 9,570 | $257.0K | 0.00% | +1,092+12.9% | Added |
| MetLife Investment Management | 9,310 | $250.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,080 | $244.6K | 0.00% | +9,080 | New |
| American International Group, Inc. | 8,791 | $236.8K | 0.00% | −36−0.4% | Reduced |
| Citigroup Inc | 8,634 | $232.6K | 0.00% | +5,254+155.4% | Added |
| Deutsche Bank AG | 8,288 | $223.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,920 | $213.0K | 0.00% | +7,920 | New |
| Advisor Group Holdings, Inc. | 7,819 | $210.6K | 0.00% | +1,098+16.3% | Added |
| Public Employees Retirement System of Ohio | 7,743 | $208.6K | 0.00% | +2,371+44.1% | Added |
| Tower Research Capital LLC (TRC) | 7,651 | $206.1K | 0.00% | +1,249+19.5% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $197.9K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,400 | $172.4K | 0.13% | +6,400 | New |