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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 19,595 | $655.8K | 0.05% | −396−2.0% | Reduced |
| Acadian Asset Management LLC | 20,440 | $684.0K | 0.00% | −32,956−61.7% | Reduced |
| Natural Investments, LLC | 20,648 | $691.0K | 0.19% | +20,648 | New |
| Janus Henderson Group PLC | 20,755 | $694.7K | 0.00% | −285−1.4% | Reduced |
| SG Americas Securities, LLC | 21,379 | $716.0K | 0.00% | +5,640+35.8% | Added |
| Man Group plc | 21,528 | $720.5K | 0.00% | +21,528 | New |
| State of Wisconsin Investment Board | 22,072 | $738.8K | 0.00% | +5,040+29.6% | Added |
| HRT Financial LP | 23,111 | $773.0K | 0.00% | +23,111 | New |
| HSBC Holdings PLC | 23,225 | $775.0K | 0.00% | +12,832+123.5% | Added |
| Gsa Capital Partners LLP | 23,285 | $779.0K | 0.06% | −163−0.7% | Reduced |
| Quantbot Technologies LP | 23,768 | $795.5K | 0.03% | +16,169+212.8% | Added |
| Victory Capital Management Inc | 24,019 | $803.9K | 0.00% | +24,019 | New |
| Quest Partners LLC | 24,174 | $809.1K | 0.11% | +12,269+103.1% | Added |
| Brown Advisory Inc | 24,339 | $814.6K | 0.00% | −820,830−97.1% | Reduced |
| Russell Investments Group, Ltd. | 27,364 | $915.9K | 0.00% | +4,039+17.3% | Added |
| Bailard, Inc. | 28,003 | $937.3K | 0.02% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 28,142 | $941.9K | 0.70% | −1,037−3.6% | Reduced |
| SummerHaven Investment Management, LLC | 28,285 | $946.7K | 0.58% | 00.0% | Unchanged |
| Rhumbline Advisers | 28,921 | $968.0K | 0.00% | −74−0.3% | Reduced |
| SEI Investments Co | 29,396 | $984.0K | 0.00% | −18,278−38.3% | Reduced |
| Swiss National Bank | 33,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 34,082 | $1.14M | 0.00% | +34,082 | New |
| Panagora Asset Management Inc | 34,169 | $1.14M | 0.01% | −1,950−5.4% | Reduced |
| Rafferty Asset Management, LLC | 35,188 | $1.18M | 0.00% | +3,950+12.6% | Added |
| AXA S.A. | 39,314 | $1.32M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 40,587 | $1.36M | 0.00% | +1,247+3.2% | Added |
| Citigroup Inc | 41,592 | $1.39M | 0.00% | +4,740+12.9% | Added |
| Alliancebernstein L.P. | 41,743 | $1.40M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 41,886 | $1.40M | 0.00% | +41,886 | New |
| Two Sigma Investments, LP | 46,000 | $1.54M | 0.00% | −25,801−35.9% | Reduced |
| Teacher Retirement System of Texas | 49,791 | $1.67M | 0.01% | +14,329+40.4% | Added |
| Avalon Trust Co | 50,760 | $1.70M | 0.12% | −1,070−2.1% | Reduced |
| Two Sigma Advisers, LP | 51,300 | $1.72M | 0.00% | −13,900−21.3% | Reduced |
| Los Angeles Capital Management LLC | 54,152 | $1.81M | 0.01% | −13,760−20.3% | Reduced |
| Jefferies Financial Group Inc. | 55,000 | $1.84M | 0.02% | +55,000 | New |
| UBS Asset Management Americas Inc | 55,610 | $1.86M | 0.00% | +4,115+8.0% | Added |
| Citadel Advisors LLC | 58,882 | $1.97M | 0.00% | +20,496+53.4% | Added |
| Brandywine Global Investment Management, LLC | 59,058 | $1.98M | 0.01% | −2,805−4.5% | Reduced |
| Segall Bryant & Hamill, LLC | 63,110 | $2.11M | 0.03% | +11,735+22.8% | Added |
| Trexquant Investment LP | 63,816 | $2.14M | 0.02% | +51,029+399.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,855 | $2.14M | 0.00% | +63,855 | New |
| Lazard Asset Management LLC | 65,850 | $2.20M | 0.00% | +12,086+22.5% | Added |
| Raymond James Financial Inc | 67,035 | $2.24M | 0.00% | +67,035 | New |
| Ameriprise Financial Inc | 68,408 | $2.29M | 0.00% | −103−0.2% | Reduced |
| Martingale Asset Management L P | 70,574 | $2.36M | 0.06% | −2,299−3.2% | Reduced |
| FMR LLC | 71,827 | $2.40M | 0.00% | +36,164+101.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 72,040 | $2.41M | 1.97% | 00.0% | Unchanged |
| Bank of America Corp | 76,888 | $2.57M | 0.00% | +20,679+36.8% | Added |
| Harrington Investments, INC | 80,510 | $2.69M | 1.48% | +1,310+1.7% | Added |
| Figure 8 Investment Strategies LLC | 83,006 | $2.78M | 2.73% | +83,006 | New |
| Massachusetts Financial Services Co | 86,089 | $2.88M | 0.00% | −2,570−2.9% | Reduced |
| Thrivent Financial for Lutherans | 86,738 | $2.90M | 0.01% | +40,318+86.9% | Added |
| Globeflex Capital L P | 93,152 | $3.12M | 0.26% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 101,232 | $3.39M | 0.02% | +60,143+146.4% | Added |
| LSV Asset Management | 108,840 | $3.64M | 0.01% | +22,460+26.0% | Added |
| Price T Rowe Associates Inc | 108,882 | $3.65M | 0.00% | +31,923+41.5% | Added |
| Isthmus Partners, LLC | 109,748 | $3.67M | 0.45% | −609−0.6% | Reduced |
| Seizert Capital Partners, LLC | 112,767 | $3.77M | 0.17% | +56,004+98.7% | Added |
| Credit Agricole S A | 116,065 | $3.88M | 0.01% | +24,055+26.1% | Added |
| Cubist Systematic Strategies, LLC | 118,395 | $3.96M | 0.06% | +69,079+140.1% | Added |
| Clean Yield Group | 119,365 | $4.00M | 1.27% | −4,754−3.8% | Reduced |
| Empowered Funds, LLC | 120,503 | $4.03M | 0.06% | −4,019−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 123,008 | $4.12M | 0.21% | +200+0.2% | Added |
| UBS Group AG | 128,738 | $4.31M | 0.00% | +96,219+295.9% | Added |
| Franklin Resources Inc | 129,435 | $4.33M | 0.00% | −54,771−29.7% | Reduced |
| KBC Group NV | 133,159 | $4.46M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 134,896 | $4.51M | 0.01% | +83,081+160.3% | Added |
| Invesco Ltd. | 142,264 | $4.76M | 0.00% | −4,484−3.1% | Reduced |
| Bank of New York Mellon Corp | 143,421 | $4.80M | 0.00% | −168−0.1% | Reduced |
| AQR Capital Management LLC | 147,949 | $4.95M | 0.01% | +54,692+58.6% | Added |
| Congress Asset Management Co | 159,524 | $5.34M | 0.04% | +159,524 | New |
| Arjuna Capital | 163,339 | $5.47M | 1.45% | −5,879−3.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 173,970 | $5.82M | 0.00% | −26,694−13.3% | Reduced |
| Prudential Financial Inc | 188,835 | $6.32M | 0.01% | +5,600+3.1% | Added |
| Barclays PLC | 190,861 | $6.39M | 0.00% | +71,696+60.2% | Added |
| Nuveen Asset Management, LLC | 217,368 | $7.28M | 0.00% | −894−0.4% | Reduced |
| Northern Trust Corp | 217,443 | $7.28M | 0.00% | +1,776+0.8% | Added |
| Morgan Stanley | 218,046 | $7.30M | 0.00% | +10,208+4.9% | Added |
| Nia Impact Advisors, LLC | 228,114 | $7.63M | 2.48% | +1,646+0.7% | Added |
| Millennium Management LLC | 235,683 | $7.89M | 0.01% | −30,933−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 242,531 | $8.12M | 0.00% | +80,484+49.7% | Added |
| Federated Hermes, Inc. | 242,821 | $8.13M | 0.02% | +12,182+5.3% | Added |
| Allianz Asset Management GmbH | 261,829 | $8.76M | 0.01% | +25,202+10.7% | Added |
| Goldman Sachs Group Inc | 317,384 | $10.6M | 0.00% | −19,135−5.7% | Reduced |
| Bridgeway Capital Management, LLC | 322,833 | $10.8M | 0.24% | +68,381+26.9% | Added |
| Neumeier Poma Investment Counsel LLC | 391,195 | $13.1M | 1.27% | +391,195 | New |
| First Manhattan Co | 451,878 | $15.1M | 0.04% | −7,450−1.6% | Reduced |
| Geode Capital Management, LLC | 480,846 | $16.1M | 0.00% | +1,958+0.4% | Added |
| American Century Companies Inc | 502,848 | $16.8M | 0.01% | +17,410+3.6% | Added |
| JPMorgan Chase & Co | 545,879 | $18.3M | 0.00% | −21,730−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 548,065 | $18.3M | 0.03% | −168,197−23.5% | Reduced |
| State Street Corp | 842,553 | $28.2M | 0.00% | +137,685+19.5% | Added |
| Vanguard Group Inc | 1,206,363 | $40.4M | 0.00% | −91,141−7.0% | Reduced |
| Dimensional Fund Advisors LP | 1,219,094 | $40.8M | 0.01% | +31,647+2.7% | Added |
| BlackRock, Inc. | 3,495,900 | $117.0M | 0.00% | +227,475+7.0% | Added |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −115,334−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,890−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −24,294−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −20,580−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −20,377−100.0% | Sold out |