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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 37,980 | $911.5K | 0.00% | +1,729+4.8% | Added |
| Squarepoint Ops LLC | 41,861 | $1.00M | 0.00% | +4,395+11.7% | Added |
| Trexquant Investment LP | 41,886 | $1.01M | 0.02% | +17,655+72.9% | Added |
| Citadel Advisors LLC | 42,062 | $1.01M | 0.00% | −12,616−23.1% | Reduced |
| Alliancebernstein L.P. | 44,588 | $1.07M | 0.00% | −22,020−33.1% | Reduced |
| Teacher Retirement System of Texas | 45,417 | $1.09M | 0.01% | +22,480+98.0% | Added |
| Thrivent Financial for Lutherans | 46,776 | $1.12M | 0.00% | +7,246+18.3% | Added |
| Charles Schwab Investment Management Inc | 47,151 | $1.13M | 0.00% | −1,233−2.5% | Reduced |
| Invesco Ltd. | 48,272 | $1.16M | 0.00% | −87,380−64.4% | Reduced |
| Martingale Asset Management L P | 50,336 | $1.21M | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 51,867 | $1.24M | 0.02% | +11,145+27.4% | Added |
| Avalon Trust Co | 51,930 | $1.25M | 0.10% | −1,550−2.9% | Reduced |
| Barclays PLC | 55,836 | $1.34M | 0.00% | +9,248+19.9% | Added |
| Citigroup Inc | 59,030 | $1.42M | 0.00% | +50,396+583.7% | Added |
| Bank of America Corp | 63,180 | $1.52M | 0.00% | +46,727+284.0% | Added |
| Cubist Systematic Strategies, LLC | 63,772 | $1.53M | 0.02% | +63,772 | New |
| First Trust Advisors LP | 65,226 | $1.57M | 0.00% | +700+1.1% | Added |
| ClariVest Asset Management LLC | 66,046 | $1.59M | 0.16% | +26,224+65.9% | Added |
| Brandywine Global Investment Management, LLC | 66,578 | $1.60M | 0.01% | −452−0.7% | Reduced |
| Ameriprise Financial Inc | 69,796 | $1.68M | 0.00% | −1,379−1.9% | Reduced |
| Algert Global LLC | 74,769 | $1.79M | 0.07% | +7,140+10.6% | Added |
| Harrington Investments, INC | 75,140 | $1.80M | 1.03% | −525−0.7% | Reduced |
| Los Angeles Capital Management LLC | 86,382 | $2.07M | 0.01% | −300−0.3% | Reduced |
| Massachusetts Financial Services Co | 87,760 | $2.11M | 0.00% | +87,760 | New |
| AQR Capital Management LLC | 94,486 | $2.27M | 0.00% | +63,120+201.2% | Added |
| D. E. Shaw & Co., Inc. | 99,209 | $2.38M | 0.00% | +49,615+100.0% | Added |
| Globeflex Capital L P | 100,385 | $2.41M | 0.23% | +31,152+45.0% | Added |
| Renaissance Technologies LLC | 105,500 | $2.53M | 0.00% | +105,500 | New |
| Arrowstreet Capital, Limited Partnership | 106,870 | $2.56M | 0.00% | +106,870 | New |
| Empowered Funds, LLC | 109,764 | $2.63M | 0.05% | +8,225+8.1% | Added |
| Assenagon Asset Management S.A. | 112,433 | $2.70M | 0.01% | −16,694−12.9% | Reduced |
| Kennedy Capital Management, Inc. | 115,503 | $2.77M | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 133,159 | $3.20M | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 136,397 | $3.27M | 0.37% | +38,112+38.8% | Added |
| Clean Yield Group | 143,209 | $3.44M | 1.34% | −2,255−1.6% | Reduced |
| Federated Hermes, Inc. | 144,568 | $3.47M | 0.01% | +30,414+26.6% | Added |
| Nuveen Asset Management, LLC | 151,267 | $3.63M | 0.00% | −185,521−55.1% | Reduced |
| Bank of New York Mellon Corp | 154,088 | $3.70M | 0.00% | −4,130−2.6% | Reduced |
| Arjuna Capital | 171,861 | $4.12M | 1.17% | +3,867+2.3% | Added |
| Morgan Stanley | 198,874 | $4.77M | 0.00% | −84,655−29.9% | Reduced |
| Redwood Grove Capital, LLC | 201,008 | $4.82M | 1.50% | −29,683−12.9% | Reduced |
| Franklin Resources Inc | 207,000 | $4.97M | 0.00% | +191,396+1,226.6% | Added |
| Northern Trust Corp | 218,335 | $5.24M | 0.00% | −17,564−7.4% | Reduced |
| Millennium Management LLC | 230,790 | $5.54M | 0.00% | +211,487+1,095.6% | Added |
| Nia Impact Advisors, LLC | 234,841 | $5.64M | 2.25% | +234,841 | New |
| Bridgeway Capital Management, LLC | 239,694 | $5.75M | 0.12% | +8,225+3.6% | Added |
| Prudential Financial Inc | 256,045 | $6.15M | 0.01% | +73,300+40.1% | Added |
| Goldman Sachs Group Inc | 342,225 | $8.21M | 0.00% | −18,817−5.2% | Reduced |
| American Century Companies Inc | 365,184 | $8.76M | 0.01% | +82,653+29.3% | Added |
| First Manhattan Co | 405,453 | $9.73M | 0.03% | −18,790−4.4% | Reduced |
| Geode Capital Management, LLC | 415,251 | $9.97M | 0.00% | +6,240+1.5% | Added |
| JPMorgan Chase & Co | 421,167 | $10.1M | 0.00% | +239,284+131.6% | Added |
| State Street Corp | 709,657 | $17.0M | 0.00% | +267,979+60.7% | Added |
| Brown Advisory Inc | 836,193 | $20.1M | 0.03% | +13,149+1.6% | Added |
| Vanguard Group Inc | 967,005 | $23.2M | 0.00% | −157,531−14.0% | Reduced |
| Dimensional Fund Advisors LP | 1,114,381 | $26.7M | 0.01% | +108,609+10.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,644,543 | $39.5M | 0.07% | −318,565−16.2% | Reduced |
| BlackRock Inc. | 2,767,872 | $66.4M | 0.00% | −119,819−4.1% | Reduced |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −223,130−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −21,723−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −17,343−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,688−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,920−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |