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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 20,481 | $588.8K | 0.00% | +20,481 | New |
| Natural Investments, LLC | 20,495 | $589.0K | 0.17% | −153−0.7% | Reduced |
| Engineers Gate Manager LP | 21,987 | $632.1K | 0.01% | +5,121+30.4% | Added |
| D. E. Shaw & Co., Inc. | 22,932 | $659.3K | 0.00% | +13,434+141.4% | Added |
| California State Teachers Retirement System | 23,587 | $678.1K | 0.00% | +7,777+49.2% | Added |
| Victory Capital Management Inc | 23,991 | $689.7K | 0.00% | −28−0.1% | Reduced |
| SG Americas Securities, LLC | 24,832 | $714.0K | 0.00% | +3,453+16.2% | Added |
| Creative Planning | 25,872 | $743.8K | 0.00% | +9,899+62.0% | Added |
| Rhumbline Advisers | 27,701 | $796.4K | 0.00% | −1,220−4.2% | Reduced |
| Bailard, Inc. | 28,003 | $805.1K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 28,509 | $819.6K | 0.00% | −13,377−31.9% | Reduced |
| SummerHaven Investment Management, LLC | 28,696 | $825.0K | 0.58% | +411+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 29,746 | $855.2K | 0.07% | +10,151+51.8% | Added |
| Prudential Financial Inc | 32,390 | $931.2K | 0.00% | −156,445−82.8% | Reduced |
| Panagora Asset Management Inc | 33,295 | $957.2K | 0.00% | −874−2.6% | Reduced |
| Rafferty Asset Management, LLC | 34,947 | $1.00M | 0.00% | −241−0.7% | Reduced |
| Swiss National Bank | 35,700 | $1.03M | 0.00% | +2,700+8.2% | Added |
| Teacher Retirement System of Texas | 36,590 | $1.05M | 0.00% | −13,201−26.5% | Reduced |
| Citigroup Inc | 37,416 | $1.08M | 0.00% | −4,176−10.0% | Reduced |
| Raymond James Financial Inc | 38,831 | $1.12M | 0.00% | −28,204−42.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 39,669 | $1.14M | 0.00% | −918−2.3% | Reduced |
| Susquehanna International Group, LLP | 40,169 | $1.15M | 0.00% | +20,609+105.4% | Added |
| Jane Street Group, LLC | 44,284 | $1.27M | 0.00% | +34,923+373.1% | Added |
| AXA S.A. | 44,855 | $1.29M | 0.00% | +5,541+14.1% | Added |
| Los Angeles Capital Management LLC | 47,402 | $1.36M | 0.01% | −6,750−12.5% | Reduced |
| Two Sigma Advisers, LP | 48,300 | $1.39M | 0.00% | −3,000−5.8% | Reduced |
| Avalon Trust Co | 50,645 | $1.46M | 0.12% | −115−0.2% | Reduced |
| Ameriprise Financial Inc | 52,590 | $1.51M | 0.00% | −15,818−23.1% | Reduced |
| Brandywine Global Investment Management, LLC | 56,864 | $1.63M | 0.01% | −2,194−3.7% | Reduced |
| FMR LLC | 58,354 | $1.68M | 0.00% | −13,473−18.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 58,925 | $1.69M | 0.03% | +47,595+420.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,923 | $1.87M | 0.00% | +1,068+1.7% | Added |
| UBS Asset Management Americas Inc | 65,110 | $1.87M | 0.00% | +9,500+17.1% | Added |
| Martingale Asset Management L P | 66,594 | $1.91M | 0.05% | −3,980−5.6% | Reduced |
| Two Sigma Investments, LP | 77,700 | $2.23M | 0.00% | +31,700+68.9% | Added |
| Lazard Asset Management LLC | 78,826 | $2.27M | 0.00% | +12,976+19.7% | Added |
| Harrington Investments, INC | 80,160 | $2.30M | 1.31% | −350−0.4% | Reduced |
| Massachusetts Financial Services Co | 84,171 | $2.42M | 0.00% | −1,918−2.2% | Reduced |
| Figure 8 Investment Strategies LLC | 85,323 | $2.45M | 2.57% | +2,317+2.8% | Added |
| UBS Group AG | 87,916 | $2.53M | 0.00% | −40,822−31.7% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 93,009 | $2.67M | 2.42% | +20,969+29.1% | Added |
| Globeflex Capital L P | 93,152 | $2.68M | 0.25% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 100,682 | $2.89M | 0.01% | −550−0.5% | Reduced |
| Empowered Funds, LLC | 101,382 | $2.91M | 0.04% | −19,121−15.9% | Reduced |
| Bank of America Corp | 108,014 | $3.11M | 0.00% | +31,126+40.5% | Added |
| Isthmus Partners, LLC | 109,534 | $3.15M | 0.39% | −214−0.2% | Reduced |
| Franklin Resources Inc | 110,250 | $3.17M | 0.00% | −19,185−14.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 110,506 | $3.18M | 0.00% | −63,464−36.5% | Reduced |
| Seizert Capital Partners, LLC | 112,275 | $3.23M | 0.15% | −492−0.4% | Reduced |
| Clean Yield Group | 114,320 | $3.29M | 1.07% | −5,045−4.2% | Reduced |
| Nuveen, LLC | 118,808 | $3.42M | 0.00% | +118,808 | New |
| Invesco Ltd. | 119,605 | $3.44M | 0.00% | −22,659−15.9% | Reduced |
| AQR Capital Management LLC | 125,666 | $3.61M | 0.00% | −22,283−15.1% | Reduced |
| Price T Rowe Associates Inc | 132,168 | $3.80M | 0.00% | +23,286+21.4% | Added |
| Thrivent Financial for Lutherans | 133,719 | $3.85M | 0.01% | +46,981+54.2% | Added |
| KBC Group NV | 140,573 | $4.04M | 0.01% | +7,414+5.6% | Added |
| Trexquant Investment LP | 141,070 | $4.06M | 0.05% | +77,254+121.1% | Added |
| Bank of New York Mellon Corp | 141,519 | $4.07M | 0.00% | −1,902−1.3% | Reduced |
| Arjuna Capital | 148,634 | $4.27M | 1.18% | −14,705−9.0% | Reduced |
| Credit Agricole S A | 152,678 | $4.39M | 0.02% | +36,613+31.5% | Added |
| Congress Asset Management Co | 158,984 | $4.57M | 0.03% | −540−0.3% | Reduced |
| Barclays PLC | 164,468 | $4.73M | 0.00% | −26,393−13.8% | Reduced |
| Morgan Stanley | 171,875 | $4.94M | 0.00% | −46,171−21.2% | Reduced |
| Northern Trust Corp | 209,594 | $6.03M | 0.00% | −7,849−3.6% | Reduced |
| Nia Impact Advisors, LLC | 213,486 | $6.14M | 2.28% | −14,628−6.4% | Reduced |
| Goldman Sachs Group Inc | 225,572 | $6.49M | 0.00% | −91,812−28.9% | Reduced |
| Millennium Management LLC | 231,736 | $6.66M | 0.01% | −3,947−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 238,903 | $6.87M | 0.00% | −3,628−1.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 242,155 | $6.96M | 0.75% | −149,040−38.1% | Reduced |
| Federated Hermes, Inc. | 242,583 | $6.97M | 0.02% | −238−0.1% | Reduced |
| JPMorgan Chase & Co | 244,690 | $7.03M | 0.00% | −301,189−55.2% | Reduced |
| Qube Research & Technologies Ltd | 262,320 | $7.54M | 0.01% | +127,424+94.5% | Added |
| Bridgeway Capital Management, LLC | 283,712 | $8.16M | 0.21% | −39,121−12.1% | Reduced |
| LSV Asset Management | 288,953 | $8.31M | 0.02% | +180,113+165.5% | Added |
| Allianz Asset Management GmbH | 348,543 | $10.0M | 0.01% | +86,714+33.1% | Added |
| First Manhattan Co | 423,675 | $12.2M | 0.04% | −28,203−6.2% | Reduced |
| Geode Capital Management, LLC | 506,340 | $14.6M | 0.00% | +25,494+5.3% | Added |
| American Century Companies Inc | 526,141 | $15.1M | 0.01% | +23,293+4.6% | Added |
| Adage Capital Partners GP, L.L.C. | 740,642 | $21.3M | 0.04% | +192,577+35.1% | Added |
| Alliancebernstein L.P. | 767,438 | $22.1M | 0.01% | +725,695+1,738.5% | Added |
| State Street Corp | 785,104 | $22.6M | 0.00% | −57,449−6.8% | Reduced |
| Macquarie Group Ltd | 928,788 | $26.7M | 0.03% | +928,788 | New |
| Vanguard Group Inc | 1,255,166 | $36.1M | 0.00% | +48,803+4.0% | Added |
| Dimensional Fund Advisors LP | 1,316,673 | $37.9M | 0.01% | +97,579+8.0% | Added |
| BlackRock, Inc. | 3,170,754 | $91.2M | 0.00% | −325,146−9.3% | Reduced |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −123,008−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −63,110−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −34,082−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −28,142−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −24,339−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,768−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,111−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,325−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,025−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −13,993−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,007−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,708−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −8,994−100.0% | Sold out |