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, Q3 2025
Institutional positions in Amalgamated Financial Corp. as of Sep 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
- 162
- −14 vs. Q2 2025
- Shares held
- 18.6M
- −391.4K (−2.1%) vs. Q2 2025
- Total value
- $501.4M
- −$89.1M (−15.1%) vs. Q2 2025
- New holders
- 20
- 56 more added
- Sold out
- 34
- 65 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 7 | $0 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 3 | $80 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $109 | 0.00% | −10−71.4% | Reduced |
| SBI Securities Co., Ltd. | 5 | $136 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $217 | 0.00% | −46−85.2% | Reduced |
| Assetmark, Inc | 18 | $489 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 39 | $1.06K | 0.00% | +17+77.3% | Added |
| Nisa Investment Advisors, LLC | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 42 | $1.14K | 0.00% | +31+281.8% | Added |
| MAI Capital Management | 44 | $1.20K | 0.00% | −17−27.9% | Reduced |
| Quarry LP | 45 | $1.22K | 0.00% | +45 | New |
| Rothschild Investment LLC | 50 | $1.36K | 0.00% | −35−41.2% | Reduced |
| Umb Bank N A | 60 | $1.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 61 | $1.66K | 0.00% | −8−11.6% | Reduced |
| True Wealth Design, LLC | 67 | $1.82K | 0.00% | −21−23.9% | Reduced |
| Allworth Financial LP | 69 | $1.88K | 0.00% | +35+102.9% | Added |
| Trust Co of Vermont | 94 | $2.55K | 0.00% | −506−84.3% | Reduced |
| Isthmus Partners, LLC | 115,113 | $3.13K | 0.00% | +5,378+4.9% | Added |
| VSM Wealth Advisory, LLC | 122 | $3.30K | 0.00% | +1+0.8% | Added |
| Harbour Investments, Inc. | 157 | $4.26K | 0.00% | +157 | New |
| Optiver Holding B.V. | 164 | $4.45K | 0.00% | +164 | New |
| Harbor Capital Advisors, Inc. | 241 | $7.00K | 0.00% | +2+0.8% | Added |
| Covestor Ltd | 295 | $8.00K | 0.00% | +245+490.0% | Added |
| New England Capital Financial Advisors LLC | 300 | $8.14K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 304 | $8.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $10.8K | 0.00% | −388−49.4% | Reduced |
| SRS Capital Advisors, Inc. | 442 | $12.0K | 0.00% | +442 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 490 | $13.0K | 0.00% | +64+15.0% | Added |
| CIBC Private Wealth Group, LLC | 509 | $13.8K | 0.00% | −244−32.4% | Reduced |
| Rockefeller Capital Management L.P. | 579 | $15.7K | 0.00% | +579 | New |
| Comerica Bank | 596 | $16.2K | 0.00% | −3−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 618 | $16.8K | 0.00% | −462−42.8% | Reduced |
| Royal Bank of Canada | 640 | $17.0K | 0.00% | −10,307−94.2% | Reduced |
| Amalgamated Bank | 637 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 928 | $25.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,216 | $33.0K | 0.00% | +1,216 | New |
| Tower Research Capital LLC (TRC) | 1,254 | $34.0K | 0.00% | −760−37.7% | Reduced |
| CWM, LLC | 1,331 | $36.0K | 0.00% | −492−27.0% | Reduced |
| Signaturefd, LLC | 1,523 | $41.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,616 | $43.9K | 0.00% | −10,416−86.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,957 | $53.1K | 0.00% | −435−18.2% | Reduced |
| Russell Investments Group, Ltd. | 1,960 | $53.2K | 0.00% | −15,354−88.7% | Reduced |
| Quadrant Capital Group LLC | 2,824 | $76.7K | 0.00% | +2,824 | New |
| Parallel Advisors, LLC | 2,905 | $78.9K | 0.00% | +1,239+74.4% | Added |
| EMC Capital Management | 3,203 | $87.0K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,100 | $111.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,171 | $113.2K | 0.00% | −212−4.8% | Reduced |
| DekaBank Deutsche Girozentrale | 4,288 | $116.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,543 | $177.6K | 0.00% | +1,037+18.8% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $199.4K | 0.09% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 7,519 | $204.1K | 0.28% | +7,519 | New |
| Prelude Capital Management, LLC | 7,550 | $205.0K | 0.02% | +7,550 | New |
| Manufacturers Life Insurance Company, The | 7,944 | $215.7K | 0.00% | −4,199−34.6% | Reduced |
| Truist Financial Corp | 8,195 | $222.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,349 | $226.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,444 | $229.3K | 0.00% | −4,075−32.6% | Reduced |
| Virginia Retirement Systems Et Al | 8,466 | $229.9K | 0.00% | −1,900−18.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,581 | $233.0K | 0.00% | +8,581 | New |
| Inceptionr LLC | 9,058 | $245.9K | 0.06% | +1,865+25.9% | Added |
| Susquehanna International Group, LLP | 9,230 | $250.6K | 0.00% | −33,259−78.3% | Reduced |
| Bailard, Inc. | 9,303 | $252.6K | 0.01% | −5,200−35.9% | Reduced |
| Teacher Retirement System of Texas | 10,843 | $294.4K | 0.00% | −14,592−57.4% | Reduced |
| Aquatic Capital Management LLC | 10,977 | $298.0K | 0.01% | +2,986+37.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,989 | $298.4K | 0.00% | −1,845−14.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,323 | $307.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,628 | $315.7K | 0.00% | +383+3.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,109 | $328.8K | 0.00% | +199+1.7% | Added |
| SG Americas Securities, LLC | 12,194 | $331.0K | 0.00% | +8,148+201.4% | Added |
| Numerai GP LLC | 12,443 | $337.8K | 0.05% | +12,443 | New |
| Dynamic Technology Lab Private Ltd | 12,830 | $348.0K | 0.06% | +12,830 | New |
| Deutsche Bank AG | 13,304 | $361.2K | 0.00% | +3,166+31.2% | Added |
| Allspring Global Investments Holdings, LLC | 13,545 | $367.7K | 0.00% | −134−1.0% | Reduced |
| Pathstone Holdings, LLC | 13,643 | $370.4K | 0.00% | +1,789+15.1% | Added |
| EntryPoint Capital, LLC | 13,906 | $377.5K | 0.15% | +6,045+76.9% | Added |
| MetLife Investment Management | 14,082 | $382.3K | 0.00% | +14,082 | New |
| BNP Paribas Arbitrage, SA | 15,072 | $409.2K | 0.00% | −4,036−21.1% | Reduced |
| Occudo Quantitative Strategies LP | 16,419 | $445.8K | 0.05% | +16,419 | New |
| Wells Fargo & Company | 17,962 | $487.7K | 0.00% | +2,730+17.9% | Added |
| Quantbot Technologies LP | 17,995 | $488.6K | 0.01% | +14+0.1% | Added |
| California State Teachers Retirement System | 18,621 | $505.6K | 0.00% | −5,131−21.6% | Reduced |
| Stifel Financial Corp | 18,700 | $507.7K | 0.00% | +200+1.1% | Added |
| Brevan Howard Capital Management LP | 19,533 | $530.3K | 0.01% | +7,343+60.2% | Added |
| Natural Investments, LLC | 19,656 | $533.0K | 0.13% | −1,491−7.1% | Reduced |
| Bank of Montreal | 20,133 | $546.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 20,682 | $561.5K | 0.00% | −794−3.7% | Reduced |
| Ballentine Partners, LLC | 21,156 | $574.4K | 0.01% | −79−0.4% | Reduced |
| Creative Planning | 22,005 | $597.4K | 0.00% | −6,628−23.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,009 | $597.5K | 0.02% | −13,461−38.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,231 | $603.6K | 0.05% | +950+4.5% | Added |
| Jane Street Group, LLC | 22,579 | $613.0K | 0.00% | −4,358−16.2% | Reduced |
| Engineers Gate Manager LP | 23,008 | $624.7K | 0.01% | +23,008 | New |
| HSBC Holdings PLC | 23,506 | $633.5K | 0.00% | +255+1.1% | Added |
| SummerHaven Investment Management, LLC | 25,541 | $693.4K | 0.40% | −3,681−12.6% | Reduced |
| Voloridge Investment Management, LLC | 28,020 | $760.7K | 0.00% | −6,464−18.7% | Reduced |
| Principal Financial Group Inc | 28,963 | $786.3K | 0.00% | −14,782−33.8% | Reduced |
| Quest Partners LLC | 30,038 | $815.5K | 0.05% | +30,038 | New |
| Citigroup Inc | 33,134 | $899.6K | 0.00% | −2,066−5.9% | Reduced |
| Prudential Financial Inc | 33,740 | $916.0K | 0.00% | +100.0% | Added |
| Rhumbline Advisers | 34,902 | $947.6K | 0.00% | −540−1.5% | Reduced |