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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 10,738 | $257.7K | 0.02% | +14+0.1% | Added |
| Quadrature Capital Ltd | 10,600 | $254.3K | 0.00% | −3,817−26.5% | Reduced |
| Quest Partners LLC | 9,382 | $225.2K | 0.04% | −5,792−38.2% | Reduced |
| MetLife Investment Management | 9,310 | $223.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,292 | $223.0K | 0.01% | +9,292 | New |
| Cambridge Investment Research Advisors, Inc. | 8,982 | $216.0K | 0.00% | +8,982 | New |
| Verition Fund Management LLC | 8,965 | $215.2K | 0.00% | +8,965 | New |
| XTX Topco Ltd | 8,819 | $211.7K | 0.03% | +8,819 | New |
| American International Group, Inc. | 8,716 | $209.2K | 0.00% | −75−0.9% | Reduced |
| Royal Bank of Canada | 8,426 | $203.0K | 0.00% | −4,947−37.0% | Reduced |
| Deutsche Bank AG | 8,288 | $198.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,800 | $187.2K | 0.00% | +7,800 | New |
| Public Employees Retirement System of Ohio | 7,423 | $178.2K | 0.00% | −320−4.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $176.3K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,886 | $165.0K | 0.00% | −3,404−33.1% | Reduced |
| Wells Fargo & Company | 6,251 | $150.0K | 0.00% | +801+14.7% | Added |
| Quantbot Technologies LP | 5,376 | $129.0K | 0.01% | −639−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,250 | $126.0K | 0.00% | +5,250 | New |
| State of Wyoming | 5,104 | $122.5K | 0.02% | +5,104 | New |
| Advisor Group Holdings, Inc. | 5,099 | $122.4K | 0.00% | −2,720−34.8% | Reduced |
| DekaBank Deutsche Girozentrale | 4,288 | $102.0K | 0.00% | −221,887−98.1% | Reduced |
| Point72 (DIFC) Ltd | 3,814 | $91.5K | 0.01% | +3,814 | New |
| Ziegler Capital Management, LLC | 35,680 | $85.6K | 0.00% | +2,384+7.2% | Added |
| FinTrust Capital Advisors, LLC | 3,295 | $79.1K | 0.02% | +86+2.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,700 | $64.8K | 0.00% | −1,700−38.6% | Reduced |
| Quadrant Capital Group LLC | 2,623 | $63.0K | 0.00% | +123+4.9% | Added |
| Aquatic Capital Management LLC | 2,300 | $55.2K | 0.00% | −300−11.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,744 | $41.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,633 | $39.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,400 | $33.6K | 0.01% | +1,400 | New |
| Virtus Fund Advisers, LLC | 1,100 | $26.4K | 0.09% | +1,100 | New |
| Metropolitan Life Insurance Co | 1,098 | $26.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 982 | $23.6K | 0.02% | +824+521.5% | Added |
| Signaturefd, LLC | 860 | $20.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 839 | $20.1K | 0.00% | −98−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 847 | $19.6K | 0.00% | +847 | New |
| GWM Advisors LLC | 750 | $18.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 700 | $16.8K | 0.04% | +700 | New |
| Amalgamated Bank | 637 | $15.0K | 0.00% | −946−59.8% | Reduced |
| Trust Co of Vermont | 560 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 521 | $12.5K | 0.00% | −7,130−93.2% | Reduced |
| Fortitude Family Office, LLC | 515 | $12.4K | 0.01% | +515 | New |
| Baldwin Brothers Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 403 | $9.67K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $7.20K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 311 | $7.00K | 0.00% | −1,319−80.9% | Reduced |
| Comerica Bank | 290 | $6.96K | 0.00% | +19+7.0% | Added |
| Quarry LP | 198 | $4.75K | 0.00% | +93+88.6% | Added |
| Clear Street Markets LLC | 184 | $4.00K | 0.00% | +184 | New |
| CWM, LLC | 177 | $4.00K | 0.00% | +177 | New |
| GAMMA Investing LLC | 101 | $2.42K | 0.00% | +19+23.2% | Added |
| Umb Bank N A | 60 | $1.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 46 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $120 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $96 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $0 | 0.00% | −32−65.3% | 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 |