Amalgamated Financial Corp.

AMAL

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0001823608

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Amalgamated Financial Corp. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of AMAL: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	164	2	195	+33
Shares	17.4M	71.4K	18.3M	+914.3K (+5.3%)
Value	$547.0M	$1.97M	$611.5M	+$66.5M (+12.2%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Amalgamated Financial Corp. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AMAL in Q4 2024
Institution	Shares	Value	% of portfolio
Neumeier Poma Investment Counsel LLC	391,195	$13.1M	1.27%
Congress Asset Management Co	159,524	$5.34M	0.04%
Figure 8 Investment Strategies LLC	83,006	$2.78M	2.73%
Raymond James Financial Inc	67,035	$2.24M	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	63,855	$2.14M	0.00%
Jefferies Financial Group Inc.	55,000	$1.84M	0.02%
BNP Paribas Arbitrage, SA	41,886	$1.40M	0.00%
Balyasny Asset Management LLC	34,082	$1.14M	0.00%
Victory Capital Management Inc	24,019	$803.9K	0.00%
HRT Financial LP	23,111	$773.0K	0.00%
Man Group plc	21,528	$720.5K	0.00%
Natural Investments, LLC	20,648	$691.0K	0.19%
Verition Fund Management LLC	19,325	$646.8K	0.00%
Stifel Financial Corp	18,500	$619.2K	0.00%
Engineers Gate Manager LP	16,866	$564.5K	0.01%
XTX Topco Ltd	15,854	$530.6K	0.04%
Mackenzie Financial Corp	15,289	$511.7K	0.00%
ExodusPoint Capital Management, LP	14,471	$484.0K	0.01%
Mirae Asset Global Investments Co., Ltd.	13,993	$469.2K	0.00%
Ethic Inc.	11,896	$398.2K	0.01%
Susquehanna Fundamental Investments, LLC	11,330	$379.2K	0.01%
Counterpoint Mutual Funds LLC	8,994	$301.0K	0.04%
Intech Investment Management LLC	8,440	$282.5K	0.00%
Envestnet Asset Management Inc	8,341	$279.2K	0.00%
Mariner, LLC	7,834	$262.2K	0.00%
Quadrature Capital Ltd	7,418	$248.4K	0.00%
Ieq Capital, LLC	7,190	$240.6K	0.00%
Public Employees Retirement System of Ohio	6,999	$234.3K	0.00%
Wealth Enhancement Advisory Services, LLC	6,797	$227.5K	0.00%
Centiva Capital, LP	6,733	$225.4K	0.01%
Schonfeld Strategic Advisors LLC	6,700	$224.2K	0.00%
Midwest Professional Planners, LTD.	6,276	$210.1K	0.06%
Police & Firemen's Retirement System of New Jersey	3,979	$133.2K	0.00%
KLP Kapitalforvaltning AS	2,700	$90.4K	0.00%
New York State Teachers Retirement System	1,638	$55.0K	0.00%
Park Square Financial Group, LLC	1,239	$41.5K	0.03%
R Squared Ltd	1,150	$38.5K	0.04%
USA Financial Portformulas Corp	1,007	$33.7K	0.01%
Point72 Asia (Singapore) Pte. Ltd.	256	$8.57K	0.00%
VSM Wealth Advisory, LLC	120	$4.01K	0.00%
SBI Securities Co., Ltd.	105	$3.51K	0.00%
EverSource Wealth Advisors, LLC	49	$1.64K	0.00%
Prime Capital Investment Advisors, LLC	42	$1.41K	0.00%
True Wealth Design, LLC	32	$1.07K	0.00%
Amundi	19	$633	0.00%
IFP Advisors, Inc	13	$435	0.00%
Sound Income Strategies, LLC	0	$8	0.00%

Sold out (14)

Institutions that held Amalgamated Financial Corp. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AMAL in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Kennedy Capital Management, Inc.	115,334	$3.62M
Assenagon Asset Management S.A.	45,890	$1.44M
Deerfield Management Company, L.P. (Series C)	24,294	$762.1K
Quent Capital, LLC	20,580	$645.6K
Edmond de Rothschild Holding S.A.	20,377	$639.2K
Squarepoint Ops LLC	17,397	$545.7K
Susquehanna Portfolio Strategies, LLC	16,156	$506.8K
Occudo Quantitative Strategies LP	13,410	$420.7K
Dynamic Technology Lab Private Ltd	12,364	$388.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	2,700	$84.7K
Baldwin Brothers Inc	500	$15.7K
Glass Jacobson Investment Advisors llc	400	$12.5K
Capital Performance Advisors LLP	275	$8.63K
Allspring Global Investments Holdings, LLC	53	$1.66K

Not filed for Q4 2024 yet (2)

Institutions that held Amalgamated Financial Corp. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMAL in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
ClariVest Asset Management LLC	67,932	$1.86M
FinTrust Capital Advisors, LLC	3,482	$109.2K