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, Q2 2024
Institutional positions in Amalgamated Financial Corp. as of Jun 30, 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
- 154
- −2 vs. Q1 2024
- Shares held
- 16.3M
- +69.4K (+0.4%) vs. Q1 2024
- Total value
- $445.3M
- +$56.9M (+14.7%) vs. Q1 2024
- New holders
- 18
- 62 more added
- Sold out
- 20
- 56 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 15 | $411 | 0.00% | +10+200.0% | Added |
| Covestor Ltd | 18 | $1.00K | 0.00% | +1+5.9% | Added |
| Quarry LP | 38 | $1.04K | 0.00% | −160−80.8% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $1.12K | 0.00% | −5−10.9% | Reduced |
| Farther Finance Advisors, LLC | 52 | $1.41K | 0.00% | +51+5,100.0% | Added |
| Umb Bank N A | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $1.83K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 76 | $2.08K | 0.00% | −5,300−98.6% | Reduced |
| GAMMA Investing LLC | 101 | $2.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 240 | $6.58K | 0.00% | +240 | New |
| New England Capital Financial Advisors LLC | 300 | $8.22K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 362 | $9.92K | 0.00% | +72+24.8% | Added |
| Glass Jacobson Investment Advisors llc | 400 | $11.0K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 403 | $11.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 418 | $11.4K | 0.00% | −3,396−89.0% | Reduced |
| CIBC Private Wealth Group, LLC | 470 | $12.3K | 0.00% | −377−44.5% | Reduced |
| Group One Trading, L.P. | 475 | $13.0K | 0.00% | +475 | New |
| Baldwin Brothers Inc | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 637 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $20.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 992 | $27.2K | 0.00% | +132+15.3% | Added |
| Virtus Fund Advisers, LLC | 1,176 | $32.2K | 0.13% | +76+6.9% | Added |
| CWM, LLC | 1,380 | $38.0K | 0.00% | +1,203+679.7% | Added |
| Parallel Advisors, LLC | 1,633 | $44.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,744 | $47.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,800 | $49.3K | 0.00% | +961+114.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,700 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,034 | $83.1K | 0.01% | +411+15.7% | Added |
| FinTrust Capital Advisors, LLC | 3,338 | $91.5K | 0.02% | +43+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,398 | $93.1K | 0.00% | −1,852−35.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,814 | $104.5K | 0.00% | +3,293+632.1% | Added |
| Advisor Group Holdings, Inc. | 4,080 | $111.8K | 0.00% | −1,019−20.0% | Reduced |
| DekaBank Deutsche Girozentrale | 4,816 | $126.0K | 0.00% | +528+12.3% | Added |
| Virtus Investment Advisers, Inc. | 6,100 | $167.1K | 0.14% | −17,500−74.2% | Reduced |
| Public Employees Retirement System of Ohio | 6,999 | $191.8K | 0.00% | −424−5.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $201.3K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,378 | $202.2K | 0.09% | +6,396+651.3% | Added |
| Acadian Asset Management LLC | 7,808 | $213.0K | 0.00% | +7,808 | New |
| Wells Fargo & Company | 7,866 | $215.5K | 0.00% | +1,615+25.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,951 | $217.9K | 0.00% | −5,728−41.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,031 | $220.0K | 0.01% | +8,031 | New |
| Deutsche Bank AG | 8,288 | $227.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,543 | $234.1K | 0.04% | +3,439+67.4% | Added |
| Susquehanna International Group, LLP | 8,602 | $235.7K | 0.00% | −9,569−52.7% | Reduced |
| Corton Capital Inc. | 8,740 | $239.5K | 0.13% | +8,740 | New |
| Corebridge Financial, Inc. | 9,632 | $263.9K | 0.00% | +9,632 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,762 | $267.5K | 0.00% | +9,762 | New |
| Royal Bank of Canada | 9,790 | $268.0K | 0.00% | +1,364+16.2% | Added |
| New York State Common Retirement Fund | 9,911 | $271.6K | 0.00% | −1,716−14.8% | Reduced |
| Legal & General Group Plc | 10,012 | $274.3K | 0.00% | −1,219−10.9% | Reduced |
| Quest Partners LLC | 10,028 | $274.8K | 0.04% | +646+6.9% | Added |
| State of Tennessee, Treasury Department | 10,187 | $279.1K | 0.00% | −591−5.5% | Reduced |
| XTX Topco Ltd | 10,269 | $281.4K | 0.02% | +1,450+16.4% | Added |
| MetLife Investment Management | 10,408 | $285.2K | 0.00% | +1,098+11.8% | Added |
| Oxford Financial Group Ltd | 10,744 | $294.4K | 0.02% | +6+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,213 | $307.0K | 0.00% | +2,231+24.8% | Added |
| Creative Planning | 11,344 | $310.8K | 0.00% | +11,344 | New |
| Point72 Asset Management, L.P. | 11,680 | $320.0K | 0.00% | +3,880+49.7% | Added |
| Verition Fund Management LLC | 11,787 | $323.0K | 0.00% | +2,822+31.5% | Added |
| Voya Investment Management LLC | 11,875 | $325.4K | 0.00% | −4,225−26.2% | Reduced |
| FMR LLC | 11,966 | $327.9K | 0.00% | −2,935−19.7% | Reduced |
| Citadel Advisors LLC | 12,018 | $329.3K | 0.00% | −30,044−71.4% | Reduced |
| SG Americas Securities, LLC | 12,578 | $345.0K | 0.00% | +5,692+82.7% | Added |
| Occudo Quantitative Strategies LP | 13,567 | $371.7K | 0.07% | −4,713−25.8% | Reduced |
| Bank of Montreal | 13,710 | $378.0K | 0.00% | +13,710 | New |
| Summit Global Investments | 14,228 | $390.0K | 0.03% | −317−2.2% | Reduced |
| Alps Advisors Inc | 14,272 | $391.1K | 0.00% | −70−0.5% | Reduced |
| Jump Financial, LLC | 14,533 | $398.2K | 0.01% | −21,371−59.5% | Reduced |
| Ethic Inc. | 15,235 | $417.4K | 0.01% | +15,235 | New |
| Gsa Capital Partners LLP | 15,326 | $420.0K | 0.03% | +15,326 | New |
| Truist Financial Corp | 15,641 | $428.6K | 0.00% | −211−1.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $442.7K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 16,445 | $450.6K | 0.00% | −362−2.2% | Reduced |
| Renaissance Technologies LLC | 17,200 | $471.3K | 0.00% | −88,300−83.7% | Reduced |
| State of Wisconsin Investment Board | 17,257 | $472.8K | 0.00% | +1,337+8.4% | Added |
| Principal Financial Group Inc | 17,638 | $483.3K | 0.00% | +1,755+11.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,224 | $499.3K | 0.00% | +18,224 | New |
| Russell Investments Group, Ltd. | 20,052 | $549.4K | 0.00% | −2,021−9.2% | Reduced |
| Quent Capital, LLC | 20,580 | $563.9K | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 21,613 | $592.2K | 0.10% | −195−0.9% | Reduced |
| Qube Research & Technologies Ltd | 21,621 | $592.4K | 0.00% | −8,004−27.0% | Reduced |
| Janus Henderson Group PLC | 22,048 | $603.8K | 0.00% | −1,362−5.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,126 | $633.7K | 0.05% | −13,867−37.5% | Reduced |
| Jane Street Group, LLC | 23,719 | $649.9K | 0.00% | +3,604+17.9% | Added |
| Squarepoint Ops LLC | 26,510 | $726.4K | 0.00% | −15,351−36.7% | Reduced |
| Trexquant Investment LP | 26,949 | $738.4K | 0.01% | −14,937−35.7% | Reduced |
| Bailard, Inc. | 28,003 | $767.3K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 29,996 | $821.9K | 0.00% | +393+1.3% | Added |
| Teacher Retirement System of Texas | 30,154 | $826.0K | 0.00% | −15,263−33.6% | Reduced |
| UBS Group AG | 30,642 | $839.6K | 0.00% | +2,415+8.6% | Added |
| Lazard Asset Management LLC | 32,034 | $876.0K | 0.00% | +16,434+105.3% | Added |
| Citigroup Inc | 32,934 | $902.4K | 0.00% | −26,096−44.2% | Reduced |
| Swiss National Bank | 33,000 | $904.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 36,364 | $996.4K | 0.01% | +616+1.7% | Added |
| Rafferty Asset Management, LLC | 36,701 | $1.01M | 0.00% | +78+0.2% | Added |
| Invesco Ltd. | 38,505 | $1.06M | 0.00% | −9,767−20.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 39,340 | $1.08M | 0.00% | +5,215+15.3% | Added |
| Thrivent Financial for Lutherans | 40,535 | $1.11M | 0.00% | −6,241−13.3% | Reduced |
| ExodusPoint Capital Management, LP | 41,165 | $1.13M | 0.01% | +14,770+56.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 44,497 | $1.22M | 0.02% | +44,497 | New |