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, Q1 2024
Institutional positions in Amalgamated Financial Corp. as of Mar 31, 2024. 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
- 158
- +27 vs. Q4 2023
- Shares held
- 16.2M
- +1.08M (+7.1%) vs. Q4 2023
- Total value
- $389.0M
- −$19.4M (−4.7%) vs. Q4 2023
- New holders
- 36
- 51 more added
- Sold out
- 9
- 46 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,767,872 | $66.4M | 0.00% | −119,819−4.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,644,543 | $39.5M | 0.07% | −318,565−16.2% | Reduced |
| Dimensional Fund Advisors LP | 1,114,381 | $26.7M | 0.01% | +108,609+10.8% | Added |
| Vanguard Group Inc | 967,005 | $23.2M | 0.00% | −157,531−14.0% | Reduced |
| Brown Advisory Inc | 836,193 | $20.1M | 0.03% | +13,149+1.6% | Added |
| State Street Corp | 709,657 | $17.0M | 0.00% | +267,979+60.7% | Added |
| JPMorgan Chase & Co | 421,167 | $10.1M | 0.00% | +239,284+131.6% | Added |
| Geode Capital Management, LLC | 415,251 | $9.97M | 0.00% | +6,240+1.5% | Added |
| First Manhattan Co | 405,453 | $9.73M | 0.03% | −18,790−4.4% | Reduced |
| American Century Companies Inc | 365,184 | $8.76M | 0.01% | +82,653+29.3% | Added |
| Goldman Sachs Group Inc | 342,225 | $8.21M | 0.00% | −18,817−5.2% | Reduced |
| Prudential Financial Inc | 256,045 | $6.15M | 0.01% | +73,300+40.1% | Added |
| Bridgeway Capital Management, LLC | 239,694 | $5.75M | 0.12% | +8,225+3.6% | Added |
| Nia Impact Advisors, LLC | 234,841 | $5.64M | 2.25% | +234,841 | New |
| Millennium Management LLC | 230,790 | $5.54M | 0.00% | +211,487+1,095.6% | Added |
| Northern Trust Corp | 218,335 | $5.24M | 0.00% | −17,564−7.4% | Reduced |
| Franklin Resources Inc | 207,000 | $4.97M | 0.00% | +191,396+1,226.6% | Added |
| Redwood Grove Capital, LLC | 201,008 | $4.82M | 1.50% | −29,683−12.9% | Reduced |
| Morgan Stanley | 198,874 | $4.77M | 0.00% | −84,655−29.9% | Reduced |
| Arjuna Capital | 171,861 | $4.12M | 1.17% | +3,867+2.3% | Added |
| Bank of New York Mellon Corp | 154,088 | $3.70M | 0.00% | −4,130−2.6% | Reduced |
| Nuveen Asset Management, LLC | 151,267 | $3.63M | 0.00% | −185,521−55.1% | Reduced |
| Federated Hermes, Inc. | 144,568 | $3.47M | 0.01% | +30,414+26.6% | Added |
| Clean Yield Group | 143,209 | $3.44M | 1.34% | −2,255−1.6% | Reduced |
| Isthmus Partners, LLC | 136,397 | $3.27M | 0.37% | +38,112+38.8% | Added |
| KBC Group NV | 133,159 | $3.20M | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 115,503 | $2.77M | 0.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 112,433 | $2.70M | 0.01% | −16,694−12.9% | Reduced |
| Empowered Funds, LLC | 109,764 | $2.63M | 0.05% | +8,225+8.1% | Added |
| Arrowstreet Capital, Limited Partnership | 106,870 | $2.56M | 0.00% | +106,870 | New |
| Renaissance Technologies LLC | 105,500 | $2.53M | 0.00% | +105,500 | New |
| Globeflex Capital L P | 100,385 | $2.41M | 0.23% | +31,152+45.0% | Added |
| D. E. Shaw & Co., Inc. | 99,209 | $2.38M | 0.00% | +49,615+100.0% | Added |
| AQR Capital Management LLC | 94,486 | $2.27M | 0.00% | +63,120+201.2% | Added |
| Massachusetts Financial Services Co | 87,760 | $2.11M | 0.00% | +87,760 | New |
| Los Angeles Capital Management LLC | 86,382 | $2.07M | 0.01% | −300−0.3% | Reduced |
| Harrington Investments, INC | 75,140 | $1.80M | 1.03% | −525−0.7% | Reduced |
| Algert Global LLC | 74,769 | $1.79M | 0.07% | +7,140+10.6% | Added |
| Ameriprise Financial Inc | 69,796 | $1.68M | 0.00% | −1,379−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 66,578 | $1.60M | 0.01% | −452−0.7% | Reduced |
| ClariVest Asset Management LLC | 66,046 | $1.59M | 0.16% | +26,224+65.9% | Added |
| First Trust Advisors LP | 65,226 | $1.57M | 0.00% | +700+1.1% | Added |
| Cubist Systematic Strategies, LLC | 63,772 | $1.53M | 0.02% | +63,772 | New |
| Bank of America Corp | 63,180 | $1.52M | 0.00% | +46,727+284.0% | Added |
| Citigroup Inc | 59,030 | $1.42M | 0.00% | +50,396+583.7% | Added |
| Barclays PLC | 55,836 | $1.34M | 0.00% | +9,248+19.9% | Added |
| Avalon Trust Co | 51,930 | $1.25M | 0.10% | −1,550−2.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 51,867 | $1.24M | 0.02% | +11,145+27.4% | Added |
| Martingale Asset Management L P | 50,336 | $1.21M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 48,272 | $1.16M | 0.00% | −87,380−64.4% | Reduced |
| Charles Schwab Investment Management Inc | 47,151 | $1.13M | 0.00% | −1,233−2.5% | Reduced |
| Thrivent Financial for Lutherans | 46,776 | $1.12M | 0.00% | +7,246+18.3% | Added |
| Teacher Retirement System of Texas | 45,417 | $1.09M | 0.01% | +22,480+98.0% | Added |
| Alliancebernstein L.P. | 44,588 | $1.07M | 0.00% | −22,020−33.1% | Reduced |
| Citadel Advisors LLC | 42,062 | $1.01M | 0.00% | −12,616−23.1% | Reduced |
| Trexquant Investment LP | 41,886 | $1.01M | 0.02% | +17,655+72.9% | Added |
| Squarepoint Ops LLC | 41,861 | $1.00M | 0.00% | +4,395+11.7% | Added |
| UBS Asset Management Americas Inc | 37,980 | $911.5K | 0.00% | +1,729+4.8% | Added |
| Toroso Investments, LLC | 37,883 | $909.2K | 0.02% | +37,883 | New |
| Campbell & CO Investment Adviser LLC | 36,993 | $887.8K | 0.08% | +3,075+9.1% | Added |
| Rafferty Asset Management, LLC | 36,623 | $879.0K | 0.00% | +36,623 | New |
| Jump Financial, LLC | 35,904 | $861.7K | 0.02% | +35,904 | New |
| Panagora Asset Management Inc | 35,748 | $858.0K | 0.00% | +35,748 | New |
| Boston Partners | 34,379 | $825.1K | 0.00% | +34,379 | New |
| Jacobs Levy Equity Management, Inc | 34,125 | $819.0K | 0.00% | −320−0.9% | Reduced |
| Swiss National Bank | 33,000 | $792.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 32,900 | $789.6K | 0.00% | +32,900 | New |
| Denali Advisors LLC | 30,000 | $720.0K | 0.21% | +14,300+91.1% | Added |
| Qube Research & Technologies Ltd | 29,625 | $711.0K | 0.00% | +29,625 | New |
| Rhumbline Advisers | 29,603 | $710.5K | 0.00% | +611+2.1% | Added |
| UBS Group AG | 28,227 | $677.4K | 0.00% | −253−0.9% | Reduced |
| Bailard, Inc. | 28,003 | $672.1K | 0.02% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 27,529 | $660.7K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 26,395 | $633.0K | 0.01% | +26,395 | New |
| Two Sigma Advisers, LP | 24,600 | $590.4K | 0.00% | +24,600 | New |
| Virtus Investment Advisers, Inc. | 23,600 | $566.4K | 0.40% | +17,200+268.8% | Added |
| Janus Henderson Group PLC | 23,410 | $561.8K | 0.00% | −1,721−6.8% | Reduced |
| HRT Financial LP | 22,966 | $551.0K | 0.00% | +22,966 | New |
| Russell Investments Group, Ltd. | 22,073 | $529.8K | 0.00% | +2,301+11.6% | Added |
| Cornercap Investment Counsel Inc | 21,808 | $523.4K | 0.08% | +21,808 | New |
| Credit Suisse AG | 21,527 | $516.6K | 0.00% | +457+2.2% | Added |
| Quent Capital, LLC | 20,580 | $493.9K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,115 | $482.8K | 0.00% | −2,076−9.4% | Reduced |
| Occudo Quantitative Strategies LP | 18,280 | $438.7K | 0.08% | −4,125−18.4% | Reduced |
| Susquehanna International Group, LLP | 18,171 | $436.1K | 0.00% | +9,091+100.1% | Added |
| California State Teachers Retirement System | 16,807 | $403.4K | 0.00% | −1,011−5.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $387.7K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 16,100 | $386.4K | 0.00% | −1,925−10.7% | Reduced |
| State of Wisconsin Investment Board | 15,920 | $382.1K | 0.00% | +15,920 | New |
| Principal Financial Group Inc | 15,883 | $381.2K | 0.00% | +1,265+8.7% | Added |
| Truist Financial Corp | 15,852 | $380.5K | 0.00% | +10.0% | Added |
| Lazard Asset Management LLC | 15,600 | $373.0K | 0.00% | +6,030+63.0% | Added |
| New York Life Investment Management LLC | 15,278 | $366.7K | 0.00% | −4,244−21.7% | Reduced |
| FMR LLC | 14,901 | $357.6K | 0.00% | +3,276+28.2% | Added |
| Summit Global Investments | 14,545 | $349.0K | 0.03% | +14,545 | New |
| Alps Advisors Inc | 14,342 | $344.2K | 0.00% | −4,088−22.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $328.3K | 0.00% | +7,369+116.8% | Added |
| New York State Common Retirement Fund | 11,627 | $279.0K | 0.00% | +1,713+17.3% | Added |
| Legal & General Group Plc | 11,231 | $269.5K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,778 | $258.7K | 0.00% | +10,778 | New |