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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 5 | $144 | 0.00% | −100−95.2% | Reduced |
| IFP Advisors, Inc | 13 | $374 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $402 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 15 | $432 | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $432 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 20 | $575 | 0.00% | −29−59.2% | Reduced |
| Geneos Wealth Management Inc. | 34 | $978 | 0.00% | +34 | New |
| Rothschild Investment LLC | 35 | $1.01K | 0.00% | 00.0% | Unchanged |
| Amundi | 39 | $1.06K | 0.00% | +20+105.3% | Added |
| Skopos Labs, Inc. | 37 | $1.06K | 0.00% | +37 | New |
| Nisa Investment Advisors, LLC | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $1.41K | 0.00% | +17+53.1% | Added |
| Farther Finance Advisors, LLC | 54 | $1.55K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $1.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $1.73K | 0.00% | +60 | New |
| Allworth Financial LP | 65 | $1.80K | 0.00% | +44+209.5% | Added |
| Bessemer Group Inc | 55 | $2.00K | 0.00% | −5−8.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 88 | $2.86K | 0.00% | +88 | New |
| VSM Wealth Advisory, LLC | 120 | $3.46K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 167 | $4.80K | 0.00% | +167 | New |
| GAMMA Investing LLC | 168 | $4.83K | 0.00% | +54+47.4% | Added |
| Simplex Trading, LLC | 244 | $7.00K | 0.00% | +244 | New |
| New England Capital Financial Advisors LLC | 300 | $8.63K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 306 | $9.00K | 0.00% | +83+37.2% | Added |
| Covestor Ltd | 339 | $9.00K | 0.01% | +130+62.2% | Added |
| CIBC Private Wealth Group, LLC | 446 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 403 | $11.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 504 | $14.5K | 0.00% | +100+24.8% | Added |
| Trust Co of Vermont | 600 | $17.3K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 600 | $17.3K | 0.02% | +600 | New |
| Amalgamated Bank | 637 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 689 | $19.8K | 0.00% | −1,237−64.2% | Reduced |
| Signaturefd, LLC | 725 | $20.8K | 0.00% | −71−8.9% | Reduced |
| Versant Capital Management, Inc | 785 | $22.6K | 0.00% | +785 | New |
| Tower Research Capital LLC (TRC) | 837 | $24.1K | 0.00% | −6,380−88.4% | Reduced |
| Clear Street Markets LLC | 894 | $25.7K | 0.02% | +894 | New |
| GWM Advisors LLC | 928 | $26.7K | 0.00% | +178+23.7% | Added |
| Cubist Systematic Strategies, LLC | 1,246 | $35.8K | 0.00% | −117,149−98.9% | Reduced |
| New York State Teachers Retirement System | 1,638 | $47.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,649 | $47.4K | 0.00% | −12−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,744 | $50.1K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,599 | $74.7K | 0.01% | +1,069+69.9% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $77.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,762 | $78.0K | 0.00% | −17,678−86.5% | Reduced |
| Quadrant Capital Group LLC | 2,963 | $85.2K | 0.00% | +39+1.3% | Added |
| CWM, LLC | 3,107 | $89.0K | 0.00% | −641−17.1% | Reduced |
| US Bancorp | 3,343 | $96.1K | 0.00% | +381+12.9% | Added |
| State of Wyoming | 3,717 | $106.9K | 0.01% | +703+23.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,979 | $114.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,053 | $116.5K | 0.01% | −20,121−83.2% | Reduced |
| DekaBank Deutsche Girozentrale | 4,288 | $120.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,447 | $127.9K | 0.00% | +4,447 | New |
| Public Employees Retirement System of Ohio | 6,081 | $174.8K | 0.00% | −918−13.1% | Reduced |
| New York State Common Retirement Fund | 6,811 | $195.8K | 0.00% | +500+7.9% | Added |
| Atria Investments LLC | 7,005 | $201.4K | 0.00% | +7,005 | New |
| XTX Topco Ltd | 7,265 | $208.9K | 0.01% | −8,589−54.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $211.2K | 0.10% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,480 | $215.1K | 0.14% | +7,480 | New |
| Xponance, Inc. | 8,388 | $241.2K | 0.00% | +8,388 | New |
| Corebridge Financial, Inc. | 8,770 | $252.1K | 0.00% | −131−1.5% | Reduced |
| Royal Bank of Canada | 9,180 | $264.0K | 0.00% | −1,388−13.1% | Reduced |
| Mariner, LLC | 9,242 | $265.7K | 0.00% | +1,408+18.0% | Added |
| Envestnet Asset Management Inc | 9,263 | $266.3K | 0.00% | +922+11.1% | Added |
| Man Group plc | 9,686 | $278.5K | 0.00% | −11,842−55.0% | Reduced |
| MetLife Investment Management | 10,191 | $293.0K | 0.00% | +8+0.1% | Added |
| Manufacturers Life Insurance Company, The | 10,236 | $294.3K | 0.00% | +3,634+55.0% | Added |
| SEI Investments Co | 10,403 | $299.4K | 0.00% | −18,993−64.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,654 | $306.3K | 0.00% | +468+4.6% | Added |
| Integrated Quantitative Investments LLC | 11,000 | $316.3K | 0.16% | +11,000 | New |
| Penn Capital Management Co Inc | 11,190 | $321.7K | 0.03% | +11,190 | New |
| Cambridge Investment Research Advisors, Inc. | 11,323 | $326.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,470 | $329.8K | 0.00% | −2,943−20.4% | Reduced |
| Citadel Advisors LLC | 11,632 | $334.4K | 0.00% | −47,250−80.2% | Reduced |
| Ethic Inc. | 11,684 | $335.3K | 0.01% | −212−1.8% | Reduced |
| Sterling Capital Management LLC | 11,709 | $336.6K | 0.01% | −1,466−11.1% | Reduced |
| Virginia Retirement Systems Et Al | 11,866 | $341.1K | 0.00% | +11,866 | New |
| Wells Fargo & Company | 11,946 | $343.4K | 0.00% | +1,438+13.7% | Added |
| Alps Advisors Inc | 12,098 | $347.8K | 0.00% | +849+7.5% | Added |
| Deutsche Bank AG | 12,530 | $360.2K | 0.00% | −1,423−10.2% | Reduced |
| Aquatic Capital Management LLC | 12,676 | $364.4K | 0.01% | +1,394+12.4% | Added |
| Marex Group plc | 13,600 | $391.0K | 0.01% | +13,600 | New |
| Intech Investment Management LLC | 13,697 | $393.8K | 0.00% | +5,257+62.3% | Added |
| Ballentine Partners, LLC | 13,733 | $394.8K | 0.01% | −2,979−17.8% | Reduced |
| Gsa Capital Partners LLP | 13,767 | $396.0K | 0.04% | −9,518−40.9% | Reduced |
| ExodusPoint Capital Management, LP | 14,796 | $425.0K | 0.01% | +325+2.2% | Added |
| HSBC Holdings PLC | 14,977 | $429.5K | 0.00% | −8,248−35.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,126 | $463.6K | 0.03% | +9,304+136.4% | Added |
| Bank of Montreal | 16,512 | $474.7K | 0.00% | +947+6.1% | Added |
| Mackenzie Financial Corp | 17,406 | $500.4K | 0.00% | +2,117+13.8% | Added |
| Point72 Asset Management, L.P. | 17,633 | $506.9K | 0.00% | +4,133+30.6% | Added |
| Russell Investments Group, Ltd. | 18,177 | $522.6K | 0.00% | −9,187−33.6% | Reduced |
| Dark Forest Capital Management LP | 18,471 | $531.0K | 0.02% | +18,471 | New |
| Stifel Financial Corp | 18,500 | $531.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 18,510 | $532.2K | 0.00% | −132−0.7% | Reduced |
| Legal & General Group Plc | 19,245 | $553.3K | 0.00% | +4,610+31.5% | Added |
| Janus Henderson Group PLC | 19,334 | $554.7K | 0.00% | −1,421−6.8% | Reduced |
| State of Wisconsin Investment Board | 19,372 | $556.9K | 0.00% | −2,700−12.2% | Reduced |
| Principal Financial Group Inc | 19,529 | $561.5K | 0.00% | +537+2.8% | Added |