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, 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 17 | $0 | 0.00% | −32−65.3% | Reduced |
| Farther Finance Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $96 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $120 | 0.00% | +5 | New |
| Nisa Investment Advisors, LLC | 46 | $1.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $1.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $1.44K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 101 | $2.42K | 0.00% | +19+23.2% | Added |
| Clear Street Markets LLC | 184 | $4.00K | 0.00% | +184 | New |
| CWM, LLC | 177 | $4.00K | 0.00% | +177 | New |
| Quarry LP | 198 | $4.75K | 0.00% | +93+88.6% | Added |
| Comerica Bank | 290 | $6.96K | 0.00% | +19+7.0% | Added |
| Simplex Trading, LLC | 311 | $7.00K | 0.00% | −1,319−80.9% | Reduced |
| New England Capital Financial Advisors LLC | 300 | $7.20K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 403 | $9.67K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 515 | $12.4K | 0.01% | +515 | New |
| Tower Research Capital LLC (TRC) | 521 | $12.5K | 0.00% | −7,130−93.2% | Reduced |
| Trust Co of Vermont | 560 | $13.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 637 | $15.0K | 0.00% | −946−59.8% | Reduced |
| nVerses Capital, LLC | 700 | $16.8K | 0.04% | +700 | New |
| GWM Advisors LLC | 750 | $18.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 847 | $19.6K | 0.00% | +847 | New |
| US Bancorp | 839 | $20.1K | 0.00% | −98−10.5% | Reduced |
| Signaturefd, LLC | 860 | $20.6K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 982 | $23.6K | 0.02% | +824+521.5% | Added |
| Metropolitan Life Insurance Co | 1,098 | $26.4K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,100 | $26.4K | 0.09% | +1,100 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $33.6K | 0.01% | +1,400 | New |
| Parallel Advisors, LLC | 1,633 | $39.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,744 | $41.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $55.2K | 0.00% | −300−11.5% | Reduced |
| Quadrant Capital Group LLC | 2,623 | $63.0K | 0.00% | +123+4.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,700 | $64.8K | 0.00% | −1,700−38.6% | Reduced |
| FinTrust Capital Advisors, LLC | 3,295 | $79.1K | 0.02% | +86+2.7% | Added |
| Ziegler Capital Management, LLC | 35,680 | $85.6K | 0.00% | +2,384+7.2% | Added |
| Point72 (DIFC) Ltd | 3,814 | $91.5K | 0.01% | +3,814 | New |
| DekaBank Deutsche Girozentrale | 4,288 | $102.0K | 0.00% | −221,887−98.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,099 | $122.4K | 0.00% | −2,720−34.8% | Reduced |
| State of Wyoming | 5,104 | $122.5K | 0.02% | +5,104 | New |
| Allspring Global Investments Holdings, LLC | 5,250 | $126.0K | 0.00% | +5,250 | New |
| Quantbot Technologies LP | 5,376 | $129.0K | 0.01% | −639−10.6% | Reduced |
| Wells Fargo & Company | 6,251 | $150.0K | 0.00% | +801+14.7% | Added |
| SG Americas Securities, LLC | 6,886 | $165.0K | 0.00% | −3,404−33.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $176.3K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,423 | $178.2K | 0.00% | −320−4.1% | Reduced |
| Point72 Asset Management, L.P. | 7,800 | $187.2K | 0.00% | +7,800 | New |
| Deutsche Bank AG | 8,288 | $198.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,426 | $203.0K | 0.00% | −4,947−37.0% | Reduced |
| American International Group, Inc. | 8,716 | $209.2K | 0.00% | −75−0.9% | Reduced |
| XTX Topco Ltd | 8,819 | $211.7K | 0.03% | +8,819 | New |
| Verition Fund Management LLC | 8,965 | $215.2K | 0.00% | +8,965 | New |
| Cambridge Investment Research Advisors, Inc. | 8,982 | $216.0K | 0.00% | +8,982 | New |
| Centiva Capital, LP | 9,292 | $223.0K | 0.01% | +9,292 | New |
| MetLife Investment Management | 9,310 | $223.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 9,382 | $225.2K | 0.04% | −5,792−38.2% | Reduced |
| Quadrature Capital Ltd | 10,600 | $254.3K | 0.00% | −3,817−26.5% | Reduced |
| Oxford Financial Group Ltd | 10,738 | $257.7K | 0.02% | +14+0.1% | Added |
| State of Tennessee, Treasury Department | 10,778 | $258.7K | 0.00% | +10,778 | New |
| Legal & General Group Plc | 11,231 | $269.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,627 | $279.0K | 0.00% | +1,713+17.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $328.3K | 0.00% | +7,369+116.8% | Added |
| Alps Advisors Inc | 14,342 | $344.2K | 0.00% | −4,088−22.2% | Reduced |
| Summit Global Investments | 14,545 | $349.0K | 0.03% | +14,545 | New |
| FMR LLC | 14,901 | $357.6K | 0.00% | +3,276+28.2% | Added |
| New York Life Investment Management LLC | 15,278 | $366.7K | 0.00% | −4,244−21.7% | Reduced |
| Lazard Asset Management LLC | 15,600 | $373.0K | 0.00% | +6,030+63.0% | Added |
| Truist Financial Corp | 15,852 | $380.5K | 0.00% | +10.0% | Added |
| Principal Financial Group Inc | 15,883 | $381.2K | 0.00% | +1,265+8.7% | Added |
| State of Wisconsin Investment Board | 15,920 | $382.1K | 0.00% | +15,920 | New |
| Voya Investment Management LLC | 16,100 | $386.4K | 0.00% | −1,925−10.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $387.7K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 16,807 | $403.4K | 0.00% | −1,011−5.7% | Reduced |
| Susquehanna International Group, LLP | 18,171 | $436.1K | 0.00% | +9,091+100.1% | Added |
| Occudo Quantitative Strategies LP | 18,280 | $438.7K | 0.08% | −4,125−18.4% | Reduced |
| Jane Street Group, LLC | 20,115 | $482.8K | 0.00% | −2,076−9.4% | Reduced |
| Quent Capital, LLC | 20,580 | $493.9K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 21,527 | $516.6K | 0.00% | +457+2.2% | Added |
| Cornercap Investment Counsel Inc | 21,808 | $523.4K | 0.08% | +21,808 | New |
| Russell Investments Group, Ltd. | 22,073 | $529.8K | 0.00% | +2,301+11.6% | Added |
| HRT Financial LP | 22,966 | $551.0K | 0.00% | +22,966 | New |
| Janus Henderson Group PLC | 23,410 | $561.8K | 0.00% | −1,721−6.8% | Reduced |
| Virtus Investment Advisers, Inc. | 23,600 | $566.4K | 0.40% | +17,200+268.8% | Added |
| Two Sigma Advisers, LP | 24,600 | $590.4K | 0.00% | +24,600 | New |
| ExodusPoint Capital Management, LP | 26,395 | $633.0K | 0.01% | +26,395 | New |
| Peregrine Capital Management LLC | 27,529 | $660.7K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 28,003 | $672.1K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 28,227 | $677.4K | 0.00% | −253−0.9% | Reduced |
| Rhumbline Advisers | 29,603 | $710.5K | 0.00% | +611+2.1% | Added |
| Qube Research & Technologies Ltd | 29,625 | $711.0K | 0.00% | +29,625 | New |
| Denali Advisors LLC | 30,000 | $720.0K | 0.21% | +14,300+91.1% | Added |
| Two Sigma Investments, LP | 32,900 | $789.6K | 0.00% | +32,900 | New |
| Swiss National Bank | 33,000 | $792.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 34,125 | $819.0K | 0.00% | −320−0.9% | Reduced |
| Boston Partners | 34,379 | $825.1K | 0.00% | +34,379 | New |
| Panagora Asset Management Inc | 35,748 | $858.0K | 0.00% | +35,748 | New |
| Jump Financial, LLC | 35,904 | $861.7K | 0.02% | +35,904 | New |
| Rafferty Asset Management, LLC | 36,623 | $879.0K | 0.00% | +36,623 | New |
| Campbell & CO Investment Adviser LLC | 36,993 | $887.8K | 0.08% | +3,075+9.1% | Added |
| Toroso Investments, LLC | 37,883 | $909.2K | 0.02% | +37,883 | New |