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, Q1 2025
Institutional positions in Amalgamated Financial Corp. as of Mar 31, 2025. 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
- 185
- −8 vs. Q4 2024
- Shares held
- 18.8M
- +750.3K (+4.2%) vs. Q4 2024
- Total value
- $540.5M
- −$63.6M (−10.5%) vs. Q4 2024
- New holders
- 24
- 62 more added
- Sold out
- 32
- 76 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,170,754 | $91.2M | 0.00% | −325,146−9.3% | Reduced |
| Dimensional Fund Advisors LP | 1,316,673 | $37.9M | 0.01% | +97,579+8.0% | Added |
| Vanguard Group Inc | 1,255,166 | $36.1M | 0.00% | +48,803+4.0% | Added |
| Macquarie Group Ltd | 928,788 | $26.7M | 0.03% | +928,788 | New |
| State Street Corp | 785,104 | $22.6M | 0.00% | −57,449−6.8% | Reduced |
| Alliancebernstein L.P. | 767,438 | $22.1M | 0.01% | +725,695+1,738.5% | Added |
| Adage Capital Partners GP, L.L.C. | 740,642 | $21.3M | 0.04% | +192,577+35.1% | Added |
| American Century Companies Inc | 526,141 | $15.1M | 0.01% | +23,293+4.6% | Added |
| Geode Capital Management, LLC | 506,340 | $14.6M | 0.00% | +25,494+5.3% | Added |
| First Manhattan Co | 423,675 | $12.2M | 0.04% | −28,203−6.2% | Reduced |
| Allianz Asset Management GmbH | 348,543 | $10.0M | 0.01% | +86,714+33.1% | Added |
| LSV Asset Management | 288,953 | $8.31M | 0.02% | +180,113+165.5% | Added |
| Bridgeway Capital Management, LLC | 283,712 | $8.16M | 0.21% | −39,121−12.1% | Reduced |
| Qube Research & Technologies Ltd | 262,320 | $7.54M | 0.01% | +127,424+94.5% | Added |
| JPMorgan Chase & Co | 244,690 | $7.03M | 0.00% | −301,189−55.2% | Reduced |
| Federated Hermes, Inc. | 242,583 | $6.97M | 0.02% | −238−0.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 242,155 | $6.96M | 0.75% | −149,040−38.1% | Reduced |
| Charles Schwab Investment Management Inc | 238,903 | $6.87M | 0.00% | −3,628−1.5% | Reduced |
| Millennium Management LLC | 231,736 | $6.66M | 0.01% | −3,947−1.7% | Reduced |
| Goldman Sachs Group Inc | 225,572 | $6.49M | 0.00% | −91,812−28.9% | Reduced |
| Nia Impact Advisors, LLC | 213,486 | $6.14M | 2.28% | −14,628−6.4% | Reduced |
| Northern Trust Corp | 209,594 | $6.03M | 0.00% | −7,849−3.6% | Reduced |
| Morgan Stanley | 171,875 | $4.94M | 0.00% | −46,171−21.2% | Reduced |
| Barclays PLC | 164,468 | $4.73M | 0.00% | −26,393−13.8% | Reduced |
| Congress Asset Management Co | 158,984 | $4.57M | 0.03% | −540−0.3% | Reduced |
| Credit Agricole S A | 152,678 | $4.39M | 0.02% | +36,613+31.5% | Added |
| Arjuna Capital | 148,634 | $4.27M | 1.18% | −14,705−9.0% | Reduced |
| Bank of New York Mellon Corp | 141,519 | $4.07M | 0.00% | −1,902−1.3% | Reduced |
| Trexquant Investment LP | 141,070 | $4.06M | 0.05% | +77,254+121.1% | Added |
| KBC Group NV | 140,573 | $4.04M | 0.01% | +7,414+5.6% | Added |
| Thrivent Financial for Lutherans | 133,719 | $3.85M | 0.01% | +46,981+54.2% | Added |
| Price T Rowe Associates Inc | 132,168 | $3.80M | 0.00% | +23,286+21.4% | Added |
| AQR Capital Management LLC | 125,666 | $3.61M | 0.00% | −22,283−15.1% | Reduced |
| Invesco Ltd. | 119,605 | $3.44M | 0.00% | −22,659−15.9% | Reduced |
| Nuveen, LLC | 118,808 | $3.42M | 0.00% | +118,808 | New |
| Clean Yield Group | 114,320 | $3.29M | 1.07% | −5,045−4.2% | Reduced |
| Seizert Capital Partners, LLC | 112,275 | $3.23M | 0.15% | −492−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 110,506 | $3.18M | 0.00% | −63,464−36.5% | Reduced |
| Franklin Resources Inc | 110,250 | $3.17M | 0.00% | −19,185−14.8% | Reduced |
| Isthmus Partners, LLC | 109,534 | $3.15M | 0.39% | −214−0.2% | Reduced |
| Bank of America Corp | 108,014 | $3.11M | 0.00% | +31,126+40.5% | Added |
| Empowered Funds, LLC | 101,382 | $2.91M | 0.04% | −19,121−15.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 100,682 | $2.89M | 0.01% | −550−0.5% | Reduced |
| Globeflex Capital L P | 93,152 | $2.68M | 0.25% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 93,009 | $2.67M | 2.42% | +20,969+29.1% | Added |
| UBS Group AG | 87,916 | $2.53M | 0.00% | −40,822−31.7% | Reduced |
| Figure 8 Investment Strategies LLC | 85,323 | $2.45M | 2.57% | +2,317+2.8% | Added |
| Massachusetts Financial Services Co | 84,171 | $2.42M | 0.00% | −1,918−2.2% | Reduced |
| Harrington Investments, INC | 80,160 | $2.30M | 1.31% | −350−0.4% | Reduced |
| Lazard Asset Management LLC | 78,826 | $2.27M | 0.00% | +12,976+19.7% | Added |
| Two Sigma Investments, LP | 77,700 | $2.23M | 0.00% | +31,700+68.9% | Added |
| Martingale Asset Management L P | 66,594 | $1.91M | 0.05% | −3,980−5.6% | Reduced |
| UBS Asset Management Americas Inc | 65,110 | $1.87M | 0.00% | +9,500+17.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,923 | $1.87M | 0.00% | +1,068+1.7% | Added |
| Susquehanna Fundamental Investments, LLC | 58,925 | $1.69M | 0.03% | +47,595+420.1% | Added |
| FMR LLC | 58,354 | $1.68M | 0.00% | −13,473−18.8% | Reduced |
| Brandywine Global Investment Management, LLC | 56,864 | $1.63M | 0.01% | −2,194−3.7% | Reduced |
| Ameriprise Financial Inc | 52,590 | $1.51M | 0.00% | −15,818−23.1% | Reduced |
| Avalon Trust Co | 50,645 | $1.46M | 0.12% | −115−0.2% | Reduced |
| Two Sigma Advisers, LP | 48,300 | $1.39M | 0.00% | −3,000−5.8% | Reduced |
| Los Angeles Capital Management LLC | 47,402 | $1.36M | 0.01% | −6,750−12.5% | Reduced |
| AXA S.A. | 44,855 | $1.29M | 0.00% | +5,541+14.1% | Added |
| Jane Street Group, LLC | 44,284 | $1.27M | 0.00% | +34,923+373.1% | Added |
| Susquehanna International Group, LLP | 40,169 | $1.15M | 0.00% | +20,609+105.4% | Added |
| Jacobs Levy Equity Management, Inc | 39,669 | $1.14M | 0.00% | −918−2.3% | Reduced |
| Raymond James Financial Inc | 38,831 | $1.12M | 0.00% | −28,204−42.1% | Reduced |
| Citigroup Inc | 37,416 | $1.08M | 0.00% | −4,176−10.0% | Reduced |
| Teacher Retirement System of Texas | 36,590 | $1.05M | 0.00% | −13,201−26.5% | Reduced |
| Swiss National Bank | 35,700 | $1.03M | 0.00% | +2,700+8.2% | Added |
| Rafferty Asset Management, LLC | 34,947 | $1.00M | 0.00% | −241−0.7% | Reduced |
| Panagora Asset Management Inc | 33,295 | $957.2K | 0.00% | −874−2.6% | Reduced |
| Prudential Financial Inc | 32,390 | $931.2K | 0.00% | −156,445−82.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,746 | $855.2K | 0.07% | +10,151+51.8% | Added |
| SummerHaven Investment Management, LLC | 28,696 | $825.0K | 0.58% | +411+1.5% | Added |
| BNP Paribas Arbitrage, SA | 28,509 | $819.6K | 0.00% | −13,377−31.9% | Reduced |
| Bailard, Inc. | 28,003 | $805.1K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 27,701 | $796.4K | 0.00% | −1,220−4.2% | Reduced |
| Creative Planning | 25,872 | $743.8K | 0.00% | +9,899+62.0% | Added |
| SG Americas Securities, LLC | 24,832 | $714.0K | 0.00% | +3,453+16.2% | Added |
| Victory Capital Management Inc | 23,991 | $689.7K | 0.00% | −28−0.1% | Reduced |
| California State Teachers Retirement System | 23,587 | $678.1K | 0.00% | +7,777+49.2% | Added |
| D. E. Shaw & Co., Inc. | 22,932 | $659.3K | 0.00% | +13,434+141.4% | Added |
| Engineers Gate Manager LP | 21,987 | $632.1K | 0.01% | +5,121+30.4% | Added |
| Natural Investments, LLC | 20,495 | $589.0K | 0.17% | −153−0.7% | Reduced |
| Voloridge Investment Management, LLC | 20,481 | $588.8K | 0.00% | +20,481 | New |
| Principal Financial Group Inc | 19,529 | $561.5K | 0.00% | +537+2.8% | Added |
| State of Wisconsin Investment Board | 19,372 | $556.9K | 0.00% | −2,700−12.2% | Reduced |
| Janus Henderson Group PLC | 19,334 | $554.7K | 0.00% | −1,421−6.8% | Reduced |
| Legal & General Group Plc | 19,245 | $553.3K | 0.00% | +4,610+31.5% | Added |
| First Trust Advisors LP | 18,510 | $532.2K | 0.00% | −132−0.7% | Reduced |
| Stifel Financial Corp | 18,500 | $531.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,471 | $531.0K | 0.02% | +18,471 | New |
| Russell Investments Group, Ltd. | 18,177 | $522.6K | 0.00% | −9,187−33.6% | Reduced |
| Point72 Asset Management, L.P. | 17,633 | $506.9K | 0.00% | +4,133+30.6% | Added |
| Mackenzie Financial Corp | 17,406 | $500.4K | 0.00% | +2,117+13.8% | Added |
| Bank of Montreal | 16,512 | $474.7K | 0.00% | +947+6.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,126 | $463.6K | 0.03% | +9,304+136.4% | Added |
| HSBC Holdings PLC | 14,977 | $429.5K | 0.00% | −8,248−35.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,796 | $425.0K | 0.01% | +325+2.2% | Added |
| Gsa Capital Partners LLP | 13,767 | $396.0K | 0.04% | −9,518−40.9% | Reduced |