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, Q3 2024
Institutional positions in Amalgamated Financial Corp. as of Sep 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
- 164
- +11 vs. Q2 2024
- Shares held
- 17.4M
- +4.06M (+30.4%) vs. Q2 2024
- Total value
- $547.0M
- +$180.7M (+49.3%) vs. Q2 2024
- New holders
- 22
- 67 more added
- Sold out
- 11
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 21 | $659 | 0.00% | −37−63.8% | Reduced |
| Covestor Ltd | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| Rothschild Investment LLC | 40 | $1.25K | 0.00% | +25+166.7% | Added |
| Nisa Investment Advisors, LLC | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 53 | $1.66K | 0.00% | −3,345−98.4% | Reduced |
| Farther Finance Advisors, LLC | 54 | $1.69K | 0.00% | +2+3.8% | Added |
| Umb Bank N A | 60 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | +60 | New |
| GAMMA Investing LLC | 106 | $3.33K | 0.00% | +5+5.0% | Added |
| Point72 (DIFC) Ltd | 108 | $3.38K | 0.00% | −310−74.2% | Reduced |
| Harbor Capital Advisors, Inc. | 175 | $5.00K | 0.00% | +175 | New |
| SRS Capital Advisors, Inc. | 240 | $7.53K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 275 | $8.63K | 0.00% | +275 | New |
| New England Capital Financial Advisors LLC | 300 | $9.41K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 362 | $11.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $12.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 403 | $12.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 470 | $14.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $15.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $18.8K | 0.00% | +600 | New |
| Amalgamated Bank | 637 | $20.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $23.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,056 | $33.1K | 0.00% | +64+6.5% | Added |
| Virtus Fund Advisers, LLC | 1,176 | $36.9K | 0.15% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,661 | $52.1K | 0.00% | +28+1.7% | Added |
| Advisor Group Holdings, Inc. | 1,689 | $53.0K | 0.00% | −2,391−58.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,744 | $54.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,312 | $72.5K | 0.00% | +512+28.4% | Added |
| CWM, LLC | 2,414 | $76.0K | 0.00% | +1,034+74.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,700 | $84.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,055 | $95.8K | 0.01% | +21+0.7% | Added |
| State of Wyoming | 3,416 | $107.2K | 0.02% | −5,127−60.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,482 | $109.2K | 0.02% | +144+4.3% | Added |
| DekaBank Deutsche Girozentrale | 4,288 | $130.0K | 0.00% | −528−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,572 | $143.4K | 0.00% | +758+19.9% | Added |
| Virtus Investment Advisers, Inc. | 6,100 | $191.4K | 0.15% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,311 | $198.0K | 0.00% | −3,600−36.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,536 | $205.0K | 0.01% | −1,495−18.6% | Reduced |
| Corton Capital Inc. | 6,765 | $212.2K | 0.10% | −1,975−22.6% | Reduced |
| Manufacturers Life Insurance Company, The | 6,833 | $214.4K | 0.00% | +6,833 | New |
| Jump Financial, LLC | 6,900 | $216.5K | 0.00% | −7,633−52.5% | Reduced |
| Voya Investment Management LLC | 7,281 | $228.4K | 0.00% | −4,594−38.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $230.4K | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,599 | $238.4K | 0.01% | +7,523+9,898.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,059 | $252.8K | 0.00% | +108+1.4% | Added |
| Wells Fargo & Company | 8,219 | $257.8K | 0.00% | +353+4.5% | Added |
| Deutsche Bank AG | 8,367 | $262.5K | 0.00% | +79+1.0% | Added |
| EntryPoint Capital, LLC | 8,607 | $270.0K | 0.15% | +1,229+16.7% | Added |
| Corebridge Financial, Inc. | 9,572 | $300.3K | 0.00% | −60−0.6% | Reduced |
| Royal Bank of Canada | 9,627 | $302.0K | 0.00% | −163−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,814 | $307.9K | 0.00% | +52+0.5% | Added |
| MetLife Investment Management | 10,183 | $319.4K | 0.00% | −225−2.2% | Reduced |
| State of Tennessee, Treasury Department | 10,187 | $319.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,400 | $326.2K | 0.01% | +10,400 | New |
| HSBC Holdings PLC | 10,393 | $329.4K | 0.00% | +10,393 | New |
| Cornercap Investment Counsel Inc | 10,708 | $335.9K | 0.10% | −10,905−50.5% | Reduced |
| Alps Advisors Inc | 11,249 | $352.9K | 0.00% | −3,023−21.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,381 | $357.0K | 0.00% | +168+1.5% | Added |
| Susquehanna International Group, LLP | 11,882 | $372.7K | 0.00% | +3,280+38.1% | Added |
| Quest Partners LLC | 11,905 | $373.5K | 0.03% | +1,877+18.7% | Added |
| Dynamic Technology Lab Private Ltd | 12,364 | $388.0K | 0.04% | +12,364 | New |
| Sterling Capital Management LLC | 12,663 | $397.2K | 0.01% | +12,663 | New |
| Trexquant Investment LP | 12,787 | $401.1K | 0.01% | −14,162−52.6% | Reduced |
| Occudo Quantitative Strategies LP | 13,410 | $420.7K | 0.08% | −157−1.2% | Reduced |
| Creative Planning | 14,156 | $444.1K | 0.00% | +2,812+24.8% | Added |
| Ballentine Partners, LLC | 14,429 | $452.6K | 0.01% | +14,429 | New |
| Bank of Montreal | 15,565 | $478.3K | 0.00% | +1,855+13.5% | Added |
| SG Americas Securities, LLC | 15,739 | $494.0K | 0.00% | +3,161+25.1% | Added |
| Toroso Investments, LLC | 15,798 | $495.6K | 0.01% | +15,798 | New |
| California State Teachers Retirement System | 15,955 | $500.5K | 0.00% | −490−3.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,156 | $506.8K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 17,032 | $534.3K | 0.00% | −225−1.3% | Reduced |
| Principal Financial Group Inc | 17,270 | $541.8K | 0.00% | −368−2.1% | Reduced |
| Squarepoint Ops LLC | 17,397 | $545.7K | 0.00% | −9,113−34.4% | Reduced |
| Legal & General Group Plc | 18,100 | $567.8K | 0.00% | +8,088+80.8% | Added |
| First Trust Advisors LP | 18,539 | $581.6K | 0.00% | −41,899−69.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,991 | $627.1K | 0.05% | −3,135−13.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 20,377 | $639.2K | 0.01% | −25,822−55.9% | Reduced |
| Quent Capital, LLC | 20,580 | $645.6K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,040 | $660.1K | 0.00% | −1,008−4.6% | Reduced |
| Point72 Asset Management, L.P. | 21,327 | $669.0K | 0.00% | +9,647+82.6% | Added |
| Russell Investments Group, Ltd. | 23,325 | $731.7K | 0.00% | +3,273+16.3% | Added |
| Gsa Capital Partners LLP | 23,448 | $736.0K | 0.06% | +8,122+53.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 24,294 | $762.1K | 0.01% | −20,203−45.4% | Reduced |
| Tudor Investment Corp Et Al | 26,368 | $827.2K | 0.01% | +26,368 | New |
| Bailard, Inc. | 28,003 | $878.5K | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 28,285 | $887.3K | 0.54% | +28,285 | New |
| Rhumbline Advisers | 28,995 | $909.6K | 0.00% | −1,001−3.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 29,179 | $915.4K | 0.69% | +29,179 | New |
| Jane Street Group, LLC | 29,977 | $940.4K | 0.00% | +6,258+26.4% | Added |
| Rafferty Asset Management, LLC | 31,238 | $979.9K | 0.00% | −5,463−14.9% | Reduced |
| UBS Group AG | 32,519 | $1.02M | 0.00% | +1,877+6.1% | Added |
| Swiss National Bank | 33,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 35,462 | $1.11M | 0.01% | +5,308+17.6% | Added |
| FMR LLC | 35,663 | $1.12M | 0.00% | +23,697+198.0% | Added |
| Panagora Asset Management Inc | 36,119 | $1.13M | 0.01% | −245−0.7% | Reduced |
| Citigroup Inc | 36,852 | $1.16M | 0.00% | +3,918+11.9% | Added |
| Citadel Advisors LLC | 38,386 | $1.20M | 0.00% | +26,368+219.4% | Added |
| AXA S.A. | 39,314 | $1.23M | 0.00% | +39,314 | New |
| Jacobs Levy Equity Management, Inc | 39,340 | $1.23M | 0.00% | 00.0% | Unchanged |