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, 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| Covestor Ltd | 49 | $1.00K | 0.00% | −23−31.9% | Reduced |
| Nisa Investment Advisors, LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $1.56K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $1.62K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 82 | $2.18K | 0.00% | +82 | New |
| Quarry LP | 105 | $2.83K | 0.00% | +105 | New |
| West Tower Group, LLC | 116 | $3.13K | 0.01% | −1,684−93.6% | Reduced |
| EntryPoint Capital, LLC | 158 | $4.26K | 0.00% | +158 | New |
| Group One Trading, L.P. | 175 | $4.71K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 271 | $7.30K | 0.00% | +60+28.4% | Added |
| New England Capital Financial Advisors LLC | 300 | $8.08K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 403 | $10.9K | 0.00% | +177+78.3% | Added |
| Baldwin Brothers Inc | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 560 | $15.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $20.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 860 | $23.2K | 0.00% | −181−17.4% | Reduced |
| US Bancorp | 937 | $25.2K | 0.00% | −207−18.1% | Reduced |
| Metropolitan Life Insurance Co | 1,098 | $29.6K | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 1,289 | $34.7K | 0.00% | −89,533−98.6% | Reduced |
| Amalgamated Bank | 1,583 | $43.0K | 0.00% | −190−10.7% | Reduced |
| Simplex Trading, LLC | 1,630 | $43.0K | 0.00% | +1,630 | New |
| Parallel Advisors, LLC | 1,633 | $44.0K | 0.00% | +548+50.5% | Added |
| Ameritas Investment Partners, Inc. | 1,744 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,500 | $67.3K | 0.01% | −589−19.1% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $70.0K | 0.00% | +2,600 | New |
| FinTrust Capital Advisors, LLC | 3,209 | $86.5K | 0.02% | 00.0% | Unchanged |
| AJOVista, LLC | 3,489 | $94.0K | 0.12% | +3,489 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,400 | $118.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,450 | $146.8K | 0.00% | +1,076+24.6% | Added |
| Quantbot Technologies LP | 6,015 | $162.0K | 0.01% | +5,181+621.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,310 | $170.0K | 0.00% | +1,665+35.8% | Added |
| Virtus Investment Advisers, Inc. | 6,400 | $172.4K | 0.13% | +6,400 | New |
| Caldwell Sutter Capital, Inc. | 7,345 | $197.9K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,651 | $206.1K | 0.00% | +1,249+19.5% | Added |
| Public Employees Retirement System of Ohio | 7,743 | $208.6K | 0.00% | +2,371+44.1% | Added |
| Advisor Group Holdings, Inc. | 7,819 | $210.6K | 0.00% | +1,098+16.3% | Added |
| MML Investors Services, LLC | 7,920 | $213.0K | 0.00% | +7,920 | New |
| Deutsche Bank AG | 8,288 | $223.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,634 | $232.6K | 0.00% | +5,254+155.4% | Added |
| American International Group, Inc. | 8,791 | $236.8K | 0.00% | −36−0.4% | Reduced |
| Susquehanna International Group, LLP | 9,080 | $244.6K | 0.00% | +9,080 | New |
| MetLife Investment Management | 9,310 | $250.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,570 | $257.0K | 0.00% | +1,092+12.9% | Added |
| New York State Common Retirement Fund | 9,914 | $267.1K | 0.00% | +1,667+20.2% | Added |
| SG Americas Securities, LLC | 10,290 | $277.0K | 0.00% | +2,353+29.6% | Added |
| Oxford Financial Group Ltd | 10,724 | $288.9K | 0.02% | +236+2.3% | Added |
| Legal & General Group Plc | 11,231 | $302.6K | 0.00% | −236−2.1% | Reduced |
| FMR LLC | 11,625 | $313.2K | 0.00% | +3,282+39.3% | Added |
| Creative Planning | 11,688 | $314.9K | 0.00% | +11,688 | New |
| Royal Bank of Canada | 13,373 | $361.0K | 0.00% | +1,204+9.9% | Added |
| Quadrature Capital Ltd | 14,417 | $388.4K | 0.01% | +14,417 | New |
| Principal Financial Group Inc | 14,618 | $393.8K | 0.00% | +2,986+25.7% | Added |
| Quest Partners LLC | 15,174 | $408.8K | 0.09% | +15,174 | New |
| Franklin Resources Inc | 15,604 | $420.4K | 0.00% | −331−2.1% | Reduced |
| Denali Advisors LLC | 15,700 | $423.0K | 0.13% | +15,700 | New |
| Truist Financial Corp | 15,851 | $427.0K | 0.00% | +15,851 | New |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $435.2K | 0.01% | +16,156 | New |
| Bank of America Corp | 16,453 | $443.2K | 0.00% | +688+4.4% | Added |
| Semanteon Capital Management, LP | 17,343 | $467.2K | 0.32% | +17,343 | New |
| California State Teachers Retirement System | 17,818 | $480.0K | 0.00% | −962−5.1% | Reduced |
| Voya Investment Management LLC | 18,025 | $485.6K | 0.00% | −12,480−40.9% | Reduced |
| Alps Advisors Inc | 18,430 | $496.5K | 0.00% | −1,050−5.4% | Reduced |
| Millennium Management LLC | 19,303 | $520.0K | 0.00% | −10,974−36.2% | Reduced |
| New York Life Investment Management LLC | 19,522 | $525.9K | 0.01% | −605−3.0% | Reduced |
| Russell Investments Group, Ltd. | 19,772 | $532.7K | 0.00% | +2,683+15.7% | Added |
| Quent Capital, LLC | 20,580 | $554.4K | 0.07% | 00.0% | Unchanged |
| Credit Suisse AG | 21,070 | $567.6K | 0.00% | +1,644+8.5% | Added |
| Allianz Asset Management GmbH | 21,723 | $585.2K | 0.00% | −5,303−19.6% | Reduced |
| Jane Street Group, LLC | 22,191 | $597.8K | 0.00% | +22,191 | New |
| Occudo Quantitative Strategies LP | 22,405 | $603.6K | 0.08% | +22,405 | New |
| Teacher Retirement System of Texas | 22,937 | $618.0K | 0.00% | +76+0.3% | Added |
| Trexquant Investment LP | 24,231 | $652.8K | 0.01% | −4,209−14.8% | Reduced |
| Janus Henderson Group PLC | 25,131 | $676.9K | 0.00% | +2,071+9.0% | Added |
| Peregrine Capital Management LLC | 27,529 | $741.6K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 28,003 | $754.4K | 0.02% | +28,003 | New |
| UBS Group AG | 28,480 | $767.3K | 0.00% | +9,566+50.6% | Added |
| Rhumbline Advisers | 28,992 | $781.0K | 0.00% | −98−0.3% | Reduced |
| AQR Capital Management LLC | 31,366 | $845.0K | 0.00% | −122,443−79.6% | Reduced |
| Swiss National Bank | 33,000 | $889.0K | 0.00% | −3,700−10.1% | Reduced |
| Ziegler Capital Management, LLC | 33,296 | $897.0K | 0.04% | −1,977−5.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,918 | $913.8K | 0.08% | +2,787+9.0% | Added |
| Jacobs Levy Equity Management, Inc | 34,445 | $927.9K | 0.00% | +7,202+26.4% | Added |
| UBS Asset Management Americas Inc | 36,251 | $976.6K | 0.00% | +8,510+30.7% | Added |
| Squarepoint Ops LLC | 37,466 | $1.01M | 0.00% | +3,291+9.6% | Added |
| Thrivent Financial for Lutherans | 39,530 | $1.06M | 0.00% | −33,322−45.7% | Reduced |
| ClariVest Asset Management LLC | 39,822 | $1.07M | 0.06% | +39,822 | New |
| Edmond de Rothschild Holding S.A. | 40,722 | $1.10M | 0.02% | −29,278−41.8% | Reduced |
| Barclays PLC | 46,588 | $1.26M | 0.00% | +13,878+42.4% | Added |
| Charles Schwab Investment Management Inc | 48,384 | $1.30M | 0.00% | −1,100−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 49,594 | $1.34M | 0.00% | +49,594 | New |
| Martingale Asset Management L P | 50,336 | $1.36M | 0.03% | −6,685−11.7% | Reduced |
| Avalon Trust Co | 53,480 | $1.44M | 0.13% | −785−1.4% | Reduced |
| Citadel Advisors LLC | 54,678 | $1.47M | 0.00% | +42,225+339.1% | Added |
| First Trust Advisors LP | 64,526 | $1.74M | 0.00% | +6,467+11.1% | Added |
| Alliancebernstein L.P. | 66,608 | $1.79M | 0.00% | −26,909−28.8% | Reduced |
| Brandywine Global Investment Management, LLC | 67,030 | $1.81M | 0.01% | −7,035−9.5% | Reduced |
| Algert Global LLC | 67,629 | $1.82M | 0.07% | −13,730−16.9% | Reduced |
| Globeflex Capital L P | 69,233 | $1.87M | 0.19% | +32,200+86.9% | Added |
| Ameriprise Financial Inc | 71,175 | $1.92M | 0.00% | −5,784−7.5% | Reduced |