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, 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 0 | $8 | 0.00% | 0 | New |
| IFP Advisors, Inc | 13 | $435 | 0.00% | +13 | New |
| Amundi | 19 | $633 | 0.00% | +19 | New |
| Allworth Financial LP | 21 | $769 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $1.07K | 0.00% | +32 | New |
| Rothschild Investment LLC | 35 | $1.17K | 0.00% | −5−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $1.37K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 42 | $1.41K | 0.00% | +42 | New |
| EverSource Wealth Advisors, LLC | 49 | $1.64K | 0.00% | +49 | New |
| Farther Finance Advisors, LLC | 54 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $2.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 105 | $3.51K | 0.00% | +105 | New |
| GAMMA Investing LLC | 114 | $3.82K | 0.00% | +8+7.5% | Added |
| VSM Wealth Advisory, LLC | 120 | $4.01K | 0.00% | +120 | New |
| Harbor Capital Advisors, Inc. | 223 | $7.00K | 0.00% | +48+27.4% | Added |
| Covestor Ltd | 209 | $7.00K | 0.00% | +193+1,206.3% | Added |
| SRS Capital Advisors, Inc. | 240 | $8.03K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 256 | $8.57K | 0.00% | +256 | New |
| New England Capital Financial Advisors LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 403 | $13.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 404 | $13.5K | 0.00% | +42+11.6% | Added |
| CIBC Private Wealth Group, LLC | 446 | $14.9K | 0.00% | −24−5.1% | Reduced |
| Trust Co of Vermont | 600 | $20.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 637 | $21.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $25.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 796 | $26.6K | 0.00% | −260−24.6% | Reduced |
| USA Financial Portformulas Corp | 1,007 | $33.7K | 0.01% | +1,007 | New |
| R Squared Ltd | 1,150 | $38.5K | 0.04% | +1,150 | New |
| Virtus Fund Advisers, LLC | 1,218 | $40.8K | 0.13% | +42+3.6% | Added |
| Park Square Financial Group, LLC | 1,239 | $41.5K | 0.03% | +1,239 | New |
| Point72 (DIFC) Ltd | 1,530 | $51.2K | 0.00% | +1,422+1,316.7% | Added |
| New York State Teachers Retirement System | 1,638 | $55.0K | 0.00% | +1,638 | New |
| Parallel Advisors, LLC | 1,661 | $55.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,744 | $58.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,926 | $64.5K | 0.00% | +237+14.0% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $90.4K | 0.00% | +2,700 | New |
| Quadrant Capital Group LLC | 2,924 | $97.9K | 0.01% | −131−4.3% | Reduced |
| US Bancorp | 2,962 | $99.1K | 0.00% | +650+28.1% | Added |
| State of Wyoming | 3,014 | $100.9K | 0.01% | −402−11.8% | Reduced |
| CWM, LLC | 3,748 | $125.0K | 0.00% | +1,334+55.3% | Added |
| DekaBank Deutsche Girozentrale | 4,288 | $133.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,979 | $133.2K | 0.00% | +3,979 | New |
| Virtus Investment Advisers, Inc. | 6,100 | $204.2K | 0.16% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,276 | $210.1K | 0.06% | +6,276 | New |
| New York State Common Retirement Fund | 6,311 | $211.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,602 | $221.0K | 0.00% | −231−3.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,700 | $224.2K | 0.00% | +6,700 | New |
| Centiva Capital, LP | 6,733 | $225.4K | 0.01% | +6,733 | New |
| EntryPoint Capital, LLC | 6,765 | $226.4K | 0.10% | −1,842−21.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,797 | $227.5K | 0.00% | +6,797 | New |
| Y-Intercept (Hong Kong) Ltd | 6,822 | $228.3K | 0.02% | +286+4.4% | Added |
| Voya Investment Management LLC | 6,846 | $229.1K | 0.00% | −435−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 6,999 | $234.3K | 0.00% | +6,999 | New |
| Ieq Capital, LLC | 7,190 | $240.6K | 0.00% | +7,190 | New |
| Tower Research Capital LLC (TRC) | 7,217 | $241.6K | 0.00% | +2,645+57.9% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $245.8K | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,418 | $248.4K | 0.00% | +7,418 | New |
| Corton Capital Inc. | 7,596 | $254.2K | 0.15% | +831+12.3% | Added |
| Mariner, LLC | 7,834 | $262.2K | 0.00% | +7,834 | New |
| Algert Global LLC | 7,992 | $267.5K | 0.01% | −41,054−83.7% | Reduced |
| Envestnet Asset Management Inc | 8,341 | $279.2K | 0.00% | +8,341 | New |
| Toroso Investments, LLC | 8,416 | $281.7K | 0.00% | −7,382−46.7% | Reduced |
| Intech Investment Management LLC | 8,440 | $282.5K | 0.00% | +8,440 | New |
| Corebridge Financial, Inc. | 8,901 | $297.9K | 0.00% | −671−7.0% | Reduced |
| Counterpoint Mutual Funds LLC | 8,994 | $301.0K | 0.04% | +8,994 | New |
| Jane Street Group, LLC | 9,361 | $313.3K | 0.00% | −20,616−68.8% | Reduced |
| D. E. Shaw & Co., Inc. | 9,498 | $317.9K | 0.00% | −56,980−85.7% | Reduced |
| MetLife Investment Management | 10,183 | $340.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,186 | $340.9K | 0.00% | +372+3.8% | Added |
| Wells Fargo & Company | 10,508 | $351.7K | 0.00% | +2,289+27.9% | Added |
| Royal Bank of Canada | 10,568 | $354.0K | 0.00% | +941+9.8% | Added |
| Cornercap Investment Counsel Inc | 10,708 | $358.4K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,249 | $376.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,282 | $377.6K | 0.01% | +882+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,323 | $379.0K | 0.00% | −58−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,330 | $379.2K | 0.01% | +11,330 | New |
| Ethic Inc. | 11,896 | $398.2K | 0.01% | +11,896 | New |
| State of Tennessee, Treasury Department | 13,000 | $435.1K | 0.00% | +2,813+27.6% | Added |
| Sterling Capital Management LLC | 13,175 | $441.0K | 0.01% | +512+4.0% | Added |
| Point72 Asset Management, L.P. | 13,500 | $451.8K | 0.00% | −7,827−36.7% | Reduced |
| Deutsche Bank AG | 13,953 | $467.0K | 0.00% | +5,586+66.8% | Added |
| Jump Financial, LLC | 14,007 | $468.8K | 0.01% | +7,107+103.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,993 | $469.2K | 0.00% | +13,993 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,413 | $482.4K | 0.00% | +6,354+78.8% | Added |
| ExodusPoint Capital Management, LP | 14,471 | $484.0K | 0.01% | +14,471 | New |
| Legal & General Group Plc | 14,635 | $489.8K | 0.00% | −3,465−19.1% | Reduced |
| Mackenzie Financial Corp | 15,289 | $511.7K | 0.00% | +15,289 | New |
| Bank of Montreal | 15,565 | $521.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,810 | $529.2K | 0.00% | −145−0.9% | Reduced |
| XTX Topco Ltd | 15,854 | $530.6K | 0.04% | +15,854 | New |
| Creative Planning | 15,973 | $534.6K | 0.00% | +1,817+12.8% | Added |
| Ballentine Partners, LLC | 16,712 | $559.4K | 0.01% | +2,283+15.8% | Added |
| Engineers Gate Manager LP | 16,866 | $564.5K | 0.01% | +16,866 | New |
| Tudor Investment Corp Et Al | 17,025 | $569.8K | 0.01% | −9,343−35.4% | Reduced |
| Stifel Financial Corp | 18,500 | $619.2K | 0.00% | +18,500 | New |
| First Trust Advisors LP | 18,642 | $623.9K | 0.00% | +103+0.6% | Added |
| Principal Financial Group Inc | 18,992 | $635.7K | 0.00% | +1,722+10.0% | Added |
| Verition Fund Management LLC | 19,325 | $646.8K | 0.00% | +19,325 | New |
| Susquehanna International Group, LLP | 19,560 | $654.7K | 0.00% | +7,678+64.6% | Added |