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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 35,145 | $954.2K | 0.00% | +6,011+20.6% | Added |
| Assenagon Asset Management S.A. | 35,766 | $971.0K | 0.00% | −1,156−3.1% | Reduced |
| Swiss National Bank | 38,100 | $1.03M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 38,365 | $1.04M | 0.00% | +26,464+222.4% | Added |
| Ameriprise Financial Inc | 38,824 | $1.05M | 0.00% | −15,074−28.0% | Reduced |
| Invesco Ltd. | 40,431 | $1.10M | 0.00% | +4,656+13.0% | Added |
| Verition Fund Management LLC | 43,861 | $1.19M | 0.01% | +36,305+480.5% | Added |
| Two Sigma Advisers, LP | 46,300 | $1.26M | 0.00% | +11,800+34.2% | Added |
| Avalon Trust Co | 49,435 | $1.34M | 0.09% | −110−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 52,685 | $1.43M | 0.01% | −2,000−3.7% | Reduced |
| UBS Asset Management Americas Inc | 57,723 | $1.57M | 0.00% | −30,487−34.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,142 | $1.71M | 0.00% | −1,277−2.0% | Reduced |
| Barclays PLC | 63,872 | $1.73M | 0.00% | −130,443−67.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 64,612 | $1.75M | 0.00% | −47,994−42.6% | Reduced |
| Franklin Resources Inc | 64,656 | $1.81M | 0.00% | −1,622−2.4% | Reduced |
| FMR LLC | 71,543 | $1.94M | 0.00% | +9,184+14.7% | Added |
| Edmond de Rothschild Holding S.A. | 72,962 | $1.98M | 0.03% | +72,962 | New |
| Martingale Asset Management L P | 75,005 | $2.04M | 0.05% | +7,107+10.5% | Added |
| UBS Group AG | 75,649 | $2.05M | 0.00% | −3,209−4.1% | Reduced |
| AQR Capital Management LLC | 80,420 | $2.18M | 0.00% | −4,888−5.7% | Reduced |
| Harrington Investments, INC | 80,510 | $2.19M | 1.09% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 84,422 | $2.29M | 2.04% | +936+1.1% | Added |
| Globeflex Capital L P | 93,152 | $2.53M | 0.39% | 00.0% | Unchanged |
| Victory Capital Management Inc | 96,835 | $2.63M | 0.00% | +18,695+23.9% | Added |
| JPMorgan Chase & Co | 98,391 | $2.67M | 0.00% | −72,108−42.3% | Reduced |
| Two Sigma Investments, LP | 99,118 | $2.69M | 0.00% | +41,300+71.4% | Added |
| Allianz Asset Management GmbH | 99,624 | $2.70M | 0.00% | −152,208−60.4% | Reduced |
| Arjuna Capital | 99,782 | $2.71M | 0.67% | +4,280+4.5% | Added |
| Clean Yield Group | 100,327 | $2.72M | 0.77% | −3,567−3.4% | Reduced |
| Credit Agricole S A | 104,551 | $2.84M | 0.01% | +104,551 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 111,275 | $3.02M | 0.01% | +16,903+17.9% | Added |
| Seizert Capital Partners, LLC | 112,726 | $3.06M | 0.13% | −2,099−1.8% | Reduced |
| Empowered Funds, LLC | 115,885 | $3.15M | 0.03% | +11,380+10.9% | Added |
| Nia Impact Advisors, LLC | 123,734 | $3.36M | 1.09% | −88,411−41.7% | Reduced |
| KBC Group NV | 132,449 | $3.60M | 0.01% | −8,124−5.8% | Reduced |
| First Trust Advisors LP | 137,151 | $3.72M | 0.00% | +4,470+3.4% | Added |
| Bank of New York Mellon Corp | 155,876 | $4.23M | 0.00% | +945+0.6% | Added |
| Thrivent Financial for Lutherans | 158,163 | $4.29M | 0.01% | +18,142+13.0% | Added |
| Congress Asset Management Co | 158,574 | $4.31M | 0.03% | −615−0.4% | Reduced |
| Morgan Stanley | 159,461 | $4.33M | 0.00% | −21,520−11.9% | Reduced |
| Goldman Sachs Group Inc | 166,085 | $4.51M | 0.00% | −23,494−12.4% | Reduced |
| Bank of America Corp | 171,773 | $4.66M | 0.00% | +23,305+15.7% | Added |
| Nuveen, LLC | 172,376 | $4.68M | 0.00% | −7,912−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 185,970 | $5.05M | 0.00% | +6,501+3.6% | Added |
| Price T Rowe Associates Inc | 189,367 | $5.14M | 0.00% | +46,673+32.7% | Added |
| Northern Trust Corp | 233,334 | $6.34M | 0.00% | +1,742+0.8% | Added |
| Federated Hermes, Inc. | 245,935 | $6.68M | 0.01% | +1,713+0.7% | Added |
| Qube Research & Technologies Ltd | 272,087 | $7.39M | 0.01% | +30,712+12.7% | Added |
| Bridgeway Capital Management, LLC | 298,215 | $8.10M | 0.17% | +11,380+4.0% | Added |
| LSV Asset Management | 314,358 | $8.54M | 0.02% | −7,400−2.3% | Reduced |
| First Manhattan Co | 397,685 | $10.8M | 0.03% | +2,010+0.5% | Added |
| Millennium Management LLC | 522,598 | $14.2M | 0.01% | +203,440+63.7% | Added |
| Boston Trust Walden Corp | 536,161 | $14.6M | 0.11% | −7,883−1.4% | Reduced |
| American Century Companies Inc | 589,033 | $16.0M | 0.01% | +36,851+6.7% | Added |
| Geode Capital Management, LLC | 630,679 | $17.1M | 0.00% | +22,173+3.6% | Added |
| Alliancebernstein L.P. | 639,429 | $17.4M | 0.01% | −127,360−16.6% | Reduced |
| State Street Corp | 770,325 | $20.9M | 0.00% | +35,978+4.9% | Added |
| Adage Capital Partners GP, L.L.C. | 833,376 | $22.6M | 0.04% | +131,803+18.8% | Added |
| Macquarie Group Ltd | 873,669 | $23.7M | 0.03% | −72,014−7.6% | Reduced |
| Vanguard Group Inc | 1,385,335 | $37.6M | 0.00% | +7,512+0.5% | Added |
| Dimensional Fund Advisors LP | 1,407,173 | $38.2M | 0.01% | +54,885+4.1% | Added |
| BlackRock, Inc. | 3,324,995 | $90.3M | 0.00% | −70,615−2.1% | Reduced |
| Trexquant Investment LP | 0 | $0 | 0.00% | −87,535−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −72,040−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −44,855−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −39,612−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −37,957−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −24,902−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −20,613−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,226−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,246−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −11,454−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −8,552−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −7,711−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −7,578−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,203−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,149−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,527−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,722−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −46,391−100.0% | Sold out |