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, Q2 2025
Institutional positions in Amalgamated Financial Corp. as of Jun 30, 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
- 176
- −7 vs. Q1 2025
- Shares held
- 19.0M
- +324.6K (+1.7%) vs. Q1 2025
- Total value
- $590.5M
- +$54.4M (+10.1%) vs. Q1 2025
- New holders
- 21
- 77 more added
- Sold out
- 28
- 57 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 2 | $63 | 0.00% | −35−94.6% | Reduced |
| SBI Securities Co., Ltd. | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $343 | 0.00% | +11 | New |
| Caitong International Asset Management Co., Ltd | 14 | $437 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17 | $530 | 0.00% | +17 | New |
| Assetmark, Inc | 18 | $562 | 0.00% | +18 | New |
| Geneos Wealth Management Inc. | 24 | $749 | 0.00% | −10−29.4% | Reduced |
| Allworth Financial LP | 34 | $1.07K | 0.00% | −31−47.7% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $1.69K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $1.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 61 | $1.90K | 0.00% | +61 | New |
| IFP Advisors, Inc | 22 | $1.93K | 0.00% | +9+69.2% | Added |
| Covestor Ltd | 50 | $2.00K | 0.00% | −289−85.3% | Reduced |
| Bessemer Group Inc | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 69 | $2.15K | 0.00% | +49+245.0% | Added |
| Rothschild Investment LLC | 85 | $2.65K | 0.00% | +50+142.9% | Added |
| True Wealth Design, LLC | 88 | $2.75K | 0.00% | +39+79.6% | Added |
| VSM Wealth Advisory, LLC | 121 | $3.78K | 0.00% | +1+0.8% | Added |
| Bryn Mawr Trust Co | 141 | $4.40K | 0.00% | +141 | New |
| Harbor Capital Advisors, Inc. | 239 | $7.00K | 0.00% | −67−21.9% | Reduced |
| New England Capital Financial Advisors LLC | 300 | $9.36K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 304 | $9.48K | 0.00% | +136+81.0% | Added |
| Raymond James Financial Inc | 380 | $11.9K | 0.00% | −38,451−99.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426 | $13.0K | 0.00% | +426 | New |
| Clear Street Markets LLC | 500 | $15.6K | 0.01% | −394−44.1% | Reduced |
| Comerica Bank | 599 | $18.7K | 0.00% | +95+18.8% | Added |
| Trust Co of Vermont | 600 | $18.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 637 | $20.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 753 | $23.5K | 0.00% | +307+68.8% | Added |
| Versant Capital Management, Inc | 785 | $24.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 928 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,080 | $33.7K | 0.00% | +391+56.7% | Added |
| State of Wyoming | 1,125 | $35.1K | 0.00% | −2,592−69.7% | Reduced |
| Point72 (DIFC) Ltd | 1,130 | $35.3K | 0.00% | −1,469−56.5% | Reduced |
| Signaturefd, LLC | 1,523 | $47.5K | 0.00% | +798+110.1% | Added |
| New York State Teachers Retirement System | 1,638 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,666 | $52.0K | 0.00% | +17+1.0% | Added |
| Point72 Asset Management, L.P. | 1,815 | $56.6K | 0.00% | −15,818−89.7% | Reduced |
| CWM, LLC | 1,823 | $57.0K | 0.00% | −1,284−41.3% | Reduced |
| Glenmede Investment Management, LP | 1,912 | $59.7K | 0.00% | +1,912 | New |
| Tower Research Capital LLC (TRC) | 2,014 | $62.8K | 0.00% | +1,177+140.6% | Added |
| Ameritas Investment Partners, Inc. | 2,392 | $74.6K | 0.00% | +648+37.2% | Added |
| EMC Capital Management | 3,203 | $100.0K | 0.05% | +3,203 | New |
| Lazard Asset Management LLC | 3,722 | $115.0K | 0.00% | −75,104−95.3% | Reduced |
| SG Americas Securities, LLC | 4,046 | $126.0K | 0.00% | −20,786−83.7% | Reduced |
| KLP Kapitalforvaltning AS | 4,100 | $127.9K | 0.00% | +1,400+51.9% | Added |
| DekaBank Deutsche Girozentrale | 4,288 | $136.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,383 | $136.8K | 0.00% | +1,040+31.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,506 | $171.8K | 0.00% | +1,527+38.4% | Added |
| Public Employees Retirement System of Ohio | 6,081 | $189.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,527 | $203.6K | 0.00% | −12,807−66.2% | Reduced |
| Atria Investments LLC | 7,149 | $223.0K | 0.00% | +144+2.1% | Added |
| Inceptionr LLC | 7,193 | $224.4K | 0.05% | +7,193 | New |
| Mariner, LLC | 7,203 | $224.7K | 0.00% | −2,039−22.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $229.2K | 0.10% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,480 | $233.4K | 0.14% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,556 | $235.7K | 0.00% | +7,556 | New |
| Ethic Inc. | 7,578 | $239.1K | 0.00% | −4,106−35.1% | Reduced |
| Voya Investment Management LLC | 7,711 | $240.6K | 0.00% | +7,711 | New |
| EntryPoint Capital, LLC | 7,861 | $245.3K | 0.12% | +7,861 | New |
| Aquatic Capital Management LLC | 7,991 | $249.3K | 0.01% | −4,685−37.0% | Reduced |
| Truist Financial Corp | 8,195 | $255.7K | 0.00% | +8,195 | New |
| New York State Common Retirement Fund | 8,349 | $260.5K | 0.00% | +1,538+22.6% | Added |
| Xponance, Inc. | 8,552 | $266.8K | 0.00% | +164+2.0% | Added |
| Envestnet Asset Management Inc | 9,350 | $291.7K | 0.00% | +87+0.9% | Added |
| Cubist Systematic Strategies, LLC | 9,810 | $306.1K | 0.00% | +8,564+687.3% | Added |
| Deutsche Bank AG | 10,138 | $316.3K | 0.00% | −2,392−19.1% | Reduced |
| Virginia Retirement Systems Et Al | 10,366 | $323.4K | 0.00% | −1,500−12.6% | Reduced |
| SEI Investments Co | 10,464 | $326.6K | 0.00% | +61+0.6% | Added |
| Royal Bank of Canada | 10,947 | $341.0K | 0.00% | +1,767+19.2% | Added |
| Intech Investment Management LLC | 11,245 | $350.8K | 0.00% | −2,452−17.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,323 | $353.0K | 0.00% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 11,454 | $357.4K | 0.03% | +264+2.4% | Added |
| Pathstone Holdings, LLC | 11,854 | $369.8K | 0.00% | +11,854 | New |
| D. E. Shaw & Co., Inc. | 11,901 | $371.3K | 0.00% | −11,031−48.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,910 | $371.6K | 0.00% | +440+3.8% | Added |
| Sterling Capital Management LLC | 12,032 | $375.4K | 0.01% | +323+2.8% | Added |
| Manufacturers Life Insurance Company, The | 12,143 | $378.9K | 0.00% | +1,907+18.6% | Added |
| Brevan Howard Capital Management LP | 12,190 | $380.3K | 0.00% | +12,190 | New |
| Alps Advisors Inc | 12,246 | $382.1K | 0.00% | +148+1.2% | Added |
| Squarepoint Ops LLC | 12,519 | $390.6K | 0.00% | +12,519 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,834 | $400.4K | 0.00% | +2,180+20.5% | Added |
| Allspring Global Investments Holdings, LLC | 13,679 | $426.8K | 0.00% | +13,679 | New |
| Bailard, Inc. | 14,503 | $452.5K | 0.01% | −13,500−48.2% | Reduced |
| Wells Fargo & Company | 15,232 | $475.2K | 0.00% | +3,286+27.5% | Added |
| XTX Topco Ltd | 16,226 | $506.3K | 0.02% | +8,961+123.3% | Added |
| Russell Investments Group, Ltd. | 17,314 | $540.2K | 0.00% | −863−4.7% | Reduced |
| Quantbot Technologies LP | 17,981 | $561.0K | 0.01% | +17,981 | New |
| Stifel Financial Corp | 18,500 | $577.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 19,108 | $596.2K | 0.00% | −9,401−33.0% | Reduced |
| Bank of Montreal | 20,133 | $628.1K | 0.00% | +3,621+21.9% | Added |
| State of Wisconsin Investment Board | 20,613 | $643.1K | 0.00% | +1,241+6.4% | Added |
| Natural Investments, LLC | 21,147 | $659.0K | 0.17% | +652+3.2% | Added |
| Ballentine Partners, LLC | 21,235 | $662.5K | 0.01% | +7,502+54.6% | Added |
| Campbell & CO Investment Adviser LLC | 21,281 | $664.0K | 0.04% | −8,465−28.5% | Reduced |
| Legal & General Group Plc | 21,476 | $670.1K | 0.00% | +2,231+11.6% | Added |
| HSBC Holdings PLC | 23,251 | $732.2K | 0.00% | +8,274+55.2% | Added |
| California State Teachers Retirement System | 23,752 | $741.1K | 0.00% | +165+0.7% | Added |
| Los Angeles Capital Management LLC | 24,902 | $776.9K | 0.00% | −22,500−47.5% | Reduced |