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