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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 11,854 | $369.8K | 0.00% | +11,854 | New |
| Penn Capital Management Co Inc | 11,454 | $357.4K | 0.03% | +264+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,323 | $353.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,245 | $350.8K | 0.00% | −2,452−17.9% | Reduced |
| Royal Bank of Canada | 10,947 | $341.0K | 0.00% | +1,767+19.2% | Added |
| SEI Investments Co | 10,464 | $326.6K | 0.00% | +61+0.6% | Added |
| Virginia Retirement Systems Et Al | 10,366 | $323.4K | 0.00% | −1,500−12.6% | Reduced |
| Deutsche Bank AG | 10,138 | $316.3K | 0.00% | −2,392−19.1% | Reduced |
| Cubist Systematic Strategies, LLC | 9,810 | $306.1K | 0.00% | +8,564+687.3% | Added |
| Envestnet Asset Management Inc | 9,350 | $291.7K | 0.00% | +87+0.9% | Added |
| Xponance, Inc. | 8,552 | $266.8K | 0.00% | +164+2.0% | Added |
| New York State Common Retirement Fund | 8,349 | $260.5K | 0.00% | +1,538+22.6% | Added |
| Truist Financial Corp | 8,195 | $255.7K | 0.00% | +8,195 | New |
| Aquatic Capital Management LLC | 7,991 | $249.3K | 0.01% | −4,685−37.0% | Reduced |
| EntryPoint Capital, LLC | 7,861 | $245.3K | 0.12% | +7,861 | New |
| Voya Investment Management LLC | 7,711 | $240.6K | 0.00% | +7,711 | New |
| Ethic Inc. | 7,578 | $239.1K | 0.00% | −4,106−35.1% | Reduced |
| Verition Fund Management LLC | 7,556 | $235.7K | 0.00% | +7,556 | New |
| Virtus ETF Advisers LLC | 7,480 | $233.4K | 0.14% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,345 | $229.2K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 7,203 | $224.7K | 0.00% | −2,039−22.1% | Reduced |
| Inceptionr LLC | 7,193 | $224.4K | 0.05% | +7,193 | New |
| Atria Investments LLC | 7,149 | $223.0K | 0.00% | +144+2.1% | Added |
| Janus Henderson Group PLC | 6,527 | $203.6K | 0.00% | −12,807−66.2% | Reduced |
| Public Employees Retirement System of Ohio | 6,081 | $189.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,506 | $171.8K | 0.00% | +1,527+38.4% | Added |
| US Bancorp | 4,383 | $136.8K | 0.00% | +1,040+31.1% | Added |
| DekaBank Deutsche Girozentrale | 4,288 | $136.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,100 | $127.9K | 0.00% | +1,400+51.9% | Added |
| SG Americas Securities, LLC | 4,046 | $126.0K | 0.00% | −20,786−83.7% | Reduced |
| Lazard Asset Management LLC | 3,722 | $115.0K | 0.00% | −75,104−95.3% | Reduced |
| EMC Capital Management | 3,203 | $100.0K | 0.05% | +3,203 | New |
| Ameritas Investment Partners, Inc. | 2,392 | $74.6K | 0.00% | +648+37.2% | Added |
| Tower Research Capital LLC (TRC) | 2,014 | $62.8K | 0.00% | +1,177+140.6% | Added |
| Glenmede Investment Management, LP | 1,912 | $59.7K | 0.00% | +1,912 | New |
| CWM, LLC | 1,823 | $57.0K | 0.00% | −1,284−41.3% | Reduced |
| Point72 Asset Management, L.P. | 1,815 | $56.6K | 0.00% | −15,818−89.7% | Reduced |
| Parallel Advisors, LLC | 1,666 | $52.0K | 0.00% | +17+1.0% | Added |
| New York State Teachers Retirement System | 1,638 | $51.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,523 | $47.5K | 0.00% | +798+110.1% | Added |
| Point72 (DIFC) Ltd | 1,130 | $35.3K | 0.00% | −1,469−56.5% | Reduced |
| State of Wyoming | 1,125 | $35.1K | 0.00% | −2,592−69.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,080 | $33.7K | 0.00% | +391+56.7% | Added |
| GWM Advisors LLC | 928 | $29.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 785 | $24.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 753 | $23.5K | 0.00% | +307+68.8% | Added |
| Amalgamated Bank | 637 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $18.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 599 | $18.7K | 0.00% | +95+18.8% | Added |
| Clear Street Markets LLC | 500 | $15.6K | 0.01% | −394−44.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426 | $13.0K | 0.00% | +426 | New |
| Raymond James Financial Inc | 380 | $11.9K | 0.00% | −38,451−99.0% | Reduced |
| GAMMA Investing LLC | 304 | $9.48K | 0.00% | +136+81.0% | Added |
| New England Capital Financial Advisors LLC | 300 | $9.36K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 239 | $7.00K | 0.00% | −67−21.9% | Reduced |
| Bryn Mawr Trust Co | 141 | $4.40K | 0.00% | +141 | New |
| VSM Wealth Advisory, LLC | 121 | $3.78K | 0.00% | +1+0.8% | Added |
| True Wealth Design, LLC | 88 | $2.75K | 0.00% | +39+79.6% | Added |
| Rothschild Investment LLC | 85 | $2.65K | 0.00% | +50+142.9% | Added |
| EverSource Wealth Advisors, LLC | 69 | $2.15K | 0.00% | +49+245.0% | Added |
| Covestor Ltd | 50 | $2.00K | 0.00% | −289−85.3% | Reduced |
| Bessemer Group Inc | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $1.93K | 0.00% | +9+69.2% | Added |
| MAI Capital Management | 61 | $1.90K | 0.00% | +61 | New |
| Umb Bank N A | 60 | $1.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $1.69K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 41 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $1.07K | 0.00% | −31−47.7% | Reduced |
| Geneos Wealth Management Inc. | 24 | $749 | 0.00% | −10−29.4% | Reduced |
| Assetmark, Inc | 18 | $562 | 0.00% | +18 | New |
| Ameritas Advisory Services, LLC | 17 | $530 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 14 | $437 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $343 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2 | $63 | 0.00% | −35−94.6% | Reduced |
| Alliance Wealth Advisors, LLC | 46,391 | – | – | +46,391 | New |
| Neumeier Poma Investment Counsel LLC | 0 | $0 | 0.00% | −242,155−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −84,171−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −33,295−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,987−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −17,406−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,126−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,796−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,767−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −10,191−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,770−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Teachers Insurance & Annuity Association of America | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |