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 $803.6M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Amalgamated Financial Corp. as of Dec 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
- 195
- +33 vs. Q3 2024
- Shares held
- 18.3M
- +914.3K (+5.3%) vs. Q3 2024
- Total value
- $611.5M
- +$66.5M (+12.2%) vs. Q3 2024
- New holders
- 47
- 69 more added
- Sold out
- 14
- 50 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $803.6M |
| Q1 2026 | 176 | $695.7M |
| Q4 2025 | 172 | $577.8M |
| Q3 2025 | 162 | $504.1M |
| Q2 2025 | 176 | $601.0M |
| Q1 2025 | 185 | $540.5M |
| Q4 2024 | 195 | $612.2M |
| Q3 2024 | 164 | $564.8M |
| Q2 2024 | 154 | $458.4M |
| Q1 2024 | 158 | $411.3M |
| Q4 2023 | 132 | $424.4M |
| Q3 2023 | 113 | $264.4M |
| Q2 2023 | 115 | $254.5M |
| Q1 2023 | 118 | $281.8M |
| Q4 2022 | 130 | $362.1M |
| Q3 2022 | 128 | $338.6M |
| Q2 2022 | 106 | $226.2M |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,495,900 | $117.0M | 0.00% | +227,475+7.0% | Added |
| Dimensional Fund Advisors LP | 1,219,094 | $40.8M | 0.01% | +31,647+2.7% | Added |
| Vanguard Group Inc | 1,206,363 | $40.4M | 0.00% | −91,141−7.0% | Reduced |
| State Street Corp | 842,553 | $28.2M | 0.00% | +137,685+19.5% | Added |
| Adage Capital Partners GP, L.L.C. | 548,065 | $18.3M | 0.03% | −168,197−23.5% | Reduced |
| JPMorgan Chase & Co | 545,879 | $18.3M | 0.00% | −21,730−3.8% | Reduced |
| American Century Companies Inc | 502,848 | $16.8M | 0.01% | +17,410+3.6% | Added |
| Geode Capital Management, LLC | 480,846 | $16.1M | 0.00% | +1,958+0.4% | Added |
| First Manhattan Co | 451,878 | $15.1M | 0.04% | −7,450−1.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 391,195 | $13.1M | 1.27% | +391,195 | New |
| Bridgeway Capital Management, LLC | 322,833 | $10.8M | 0.24% | +68,381+26.9% | Added |
| Goldman Sachs Group Inc | 317,384 | $10.6M | 0.00% | −19,135−5.7% | Reduced |
| Allianz Asset Management GmbH | 261,829 | $8.76M | 0.01% | +25,202+10.7% | Added |
| Federated Hermes, Inc. | 242,821 | $8.13M | 0.02% | +12,182+5.3% | Added |
| Charles Schwab Investment Management Inc | 242,531 | $8.12M | 0.00% | +80,484+49.7% | Added |
| Millennium Management LLC | 235,683 | $7.89M | 0.01% | −30,933−11.6% | Reduced |
| Nia Impact Advisors, LLC | 228,114 | $7.63M | 2.48% | +1,646+0.7% | Added |
| Morgan Stanley | 218,046 | $7.30M | 0.00% | +10,208+4.9% | Added |
| Northern Trust Corp | 217,443 | $7.28M | 0.00% | +1,776+0.8% | Added |
| Nuveen Asset Management, LLC | 217,368 | $7.28M | 0.00% | −894−0.4% | Reduced |
| Barclays PLC | 190,861 | $6.39M | 0.00% | +71,696+60.2% | Added |
| Prudential Financial Inc | 188,835 | $6.32M | 0.01% | +5,600+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 173,970 | $5.82M | 0.00% | −26,694−13.3% | Reduced |
| Arjuna Capital | 163,339 | $5.47M | 1.45% | −5,879−3.5% | Reduced |
| Congress Asset Management Co | 159,524 | $5.34M | 0.04% | +159,524 | New |
| AQR Capital Management LLC | 147,949 | $4.95M | 0.01% | +54,692+58.6% | Added |
| Bank of New York Mellon Corp | 143,421 | $4.80M | 0.00% | −168−0.1% | Reduced |
| Invesco Ltd. | 142,264 | $4.76M | 0.00% | −4,484−3.1% | Reduced |
| Qube Research & Technologies Ltd | 134,896 | $4.51M | 0.01% | +83,081+160.3% | Added |
| KBC Group NV | 133,159 | $4.46M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 129,435 | $4.33M | 0.00% | −54,771−29.7% | Reduced |
| UBS Group AG | 128,738 | $4.31M | 0.00% | +96,219+295.9% | Added |
| Hillsdale Investment Management Inc. | 123,008 | $4.12M | 0.21% | +200+0.2% | Added |
| Empowered Funds, LLC | 120,503 | $4.03M | 0.06% | −4,019−3.2% | Reduced |
| Clean Yield Group | 119,365 | $4.00M | 1.27% | −4,754−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 118,395 | $3.96M | 0.06% | +69,079+140.1% | Added |
| Credit Agricole S A | 116,065 | $3.88M | 0.01% | +24,055+26.1% | Added |
| Seizert Capital Partners, LLC | 112,767 | $3.77M | 0.17% | +56,004+98.7% | Added |
| Isthmus Partners, LLC | 109,748 | $3.67M | 0.45% | −609−0.6% | Reduced |
| Price T Rowe Associates Inc | 108,882 | $3.65M | 0.00% | +31,923+41.5% | Added |
| LSV Asset Management | 108,840 | $3.64M | 0.01% | +22,460+26.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 101,232 | $3.39M | 0.02% | +60,143+146.4% | Added |
| Globeflex Capital L P | 93,152 | $3.12M | 0.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 86,738 | $2.90M | 0.01% | +40,318+86.9% | Added |
| Massachusetts Financial Services Co | 86,089 | $2.88M | 0.00% | −2,570−2.9% | Reduced |
| Figure 8 Investment Strategies LLC | 83,006 | $2.78M | 2.73% | +83,006 | New |
| Harrington Investments, INC | 80,510 | $2.69M | 1.48% | +1,310+1.7% | Added |
| Bank of America Corp | 76,888 | $2.57M | 0.00% | +20,679+36.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 72,040 | $2.41M | 1.97% | 00.0% | Unchanged |
| FMR LLC | 71,827 | $2.40M | 0.00% | +36,164+101.4% | Added |
| Martingale Asset Management L P | 70,574 | $2.36M | 0.06% | −2,299−3.2% | Reduced |
| Ameriprise Financial Inc | 68,408 | $2.29M | 0.00% | −103−0.2% | Reduced |
| Raymond James Financial Inc | 67,035 | $2.24M | 0.00% | +67,035 | New |
| Lazard Asset Management LLC | 65,850 | $2.20M | 0.00% | +12,086+22.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,855 | $2.14M | 0.00% | +63,855 | New |
| Trexquant Investment LP | 63,816 | $2.14M | 0.02% | +51,029+399.1% | Added |
| Segall Bryant & Hamill, LLC | 63,110 | $2.11M | 0.03% | +11,735+22.8% | Added |
| Brandywine Global Investment Management, LLC | 59,058 | $1.98M | 0.01% | −2,805−4.5% | Reduced |
| Citadel Advisors LLC | 58,882 | $1.97M | 0.00% | +20,496+53.4% | Added |
| UBS Asset Management Americas Inc | 55,610 | $1.86M | 0.00% | +4,115+8.0% | Added |
| Jefferies Financial Group Inc. | 55,000 | $1.84M | 0.02% | +55,000 | New |
| Los Angeles Capital Management LLC | 54,152 | $1.81M | 0.01% | −13,760−20.3% | Reduced |
| Two Sigma Advisers, LP | 51,300 | $1.72M | 0.00% | −13,900−21.3% | Reduced |
| Avalon Trust Co | 50,760 | $1.70M | 0.12% | −1,070−2.1% | Reduced |
| Teacher Retirement System of Texas | 49,791 | $1.67M | 0.01% | +14,329+40.4% | Added |
| Two Sigma Investments, LP | 46,000 | $1.54M | 0.00% | −25,801−35.9% | Reduced |
| BNP Paribas Arbitrage, SA | 41,886 | $1.40M | 0.00% | +41,886 | New |
| Alliancebernstein L.P. | 41,743 | $1.40M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 41,592 | $1.39M | 0.00% | +4,740+12.9% | Added |
| Jacobs Levy Equity Management, Inc | 40,587 | $1.36M | 0.00% | +1,247+3.2% | Added |
| AXA S.A. | 39,314 | $1.32M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 35,188 | $1.18M | 0.00% | +3,950+12.6% | Added |
| Panagora Asset Management Inc | 34,169 | $1.14M | 0.01% | −1,950−5.4% | Reduced |
| Balyasny Asset Management LLC | 34,082 | $1.14M | 0.00% | +34,082 | New |
| Swiss National Bank | 33,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 29,396 | $984.0K | 0.00% | −18,278−38.3% | Reduced |
| Rhumbline Advisers | 28,921 | $968.0K | 0.00% | −74−0.3% | Reduced |
| SummerHaven Investment Management, LLC | 28,285 | $946.7K | 0.58% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 28,142 | $941.9K | 0.70% | −1,037−3.6% | Reduced |
| Bailard, Inc. | 28,003 | $937.3K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 27,364 | $915.9K | 0.00% | +4,039+17.3% | Added |
| Brown Advisory Inc | 24,339 | $814.6K | 0.00% | −820,830−97.1% | Reduced |
| Quest Partners LLC | 24,174 | $809.1K | 0.11% | +12,269+103.1% | Added |
| Victory Capital Management Inc | 24,019 | $803.9K | 0.00% | +24,019 | New |
| Quantbot Technologies LP | 23,768 | $795.5K | 0.03% | +16,169+212.8% | Added |
| Gsa Capital Partners LLP | 23,285 | $779.0K | 0.06% | −163−0.7% | Reduced |
| HSBC Holdings PLC | 23,225 | $775.0K | 0.00% | +12,832+123.5% | Added |
| HRT Financial LP | 23,111 | $773.0K | 0.00% | +23,111 | New |
| State of Wisconsin Investment Board | 22,072 | $738.8K | 0.00% | +5,040+29.6% | Added |
| Man Group plc | 21,528 | $720.5K | 0.00% | +21,528 | New |
| SG Americas Securities, LLC | 21,379 | $716.0K | 0.00% | +5,640+35.8% | Added |
| Janus Henderson Group PLC | 20,755 | $694.7K | 0.00% | −285−1.4% | Reduced |
| Natural Investments, LLC | 20,648 | $691.0K | 0.19% | +20,648 | New |
| Acadian Asset Management LLC | 20,440 | $684.0K | 0.00% | −32,956−61.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,595 | $655.8K | 0.05% | −396−2.0% | Reduced |
| Susquehanna International Group, LLP | 19,560 | $654.7K | 0.00% | +7,678+64.6% | Added |
| Verition Fund Management LLC | 19,325 | $646.8K | 0.00% | +19,325 | New |
| Principal Financial Group Inc | 18,992 | $635.7K | 0.00% | +1,722+10.0% | Added |
| First Trust Advisors LP | 18,642 | $623.9K | 0.00% | +103+0.6% | Added |
| Stifel Financial Corp | 18,500 | $619.2K | 0.00% | +18,500 | New |