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 $803.6M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Amalgamated Financial Corp. as of Dec 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
- 172
- +10 vs. Q3 2025
- Shares held
- 18.0M
- −640.2K (−3.4%) vs. Q3 2025
- Total value
- $577.8M
- +$73.7M (+14.6%) vs. Q3 2025
- New holders
- 32
- 57 more added
- Sold out
- 22
- 62 more reduced
Compare with Q3 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 | $803.6M |
| Q1 2026 | 176 | $695.7M |
| Q4 2025 | 172 | $577.8M |
| Q3 2025 | 162 | $504.1M |
| Q2 2025 | 176 | $601.0M |
| Q1 2025 | 185 | $540.5M |
| Q4 2024 | 195 | $612.2M |
| Q3 2024 | 164 | $564.8M |
| Q2 2024 | 154 | $458.4M |
| Q1 2024 | 158 | $411.3M |
| Q4 2023 | 132 | $424.4M |
| Q3 2023 | 113 | $264.4M |
| Q2 2023 | 115 | $254.5M |
| Q1 2023 | 118 | $281.8M |
| Q4 2022 | 130 | $362.1M |
| Q3 2022 | 128 | $338.6M |
| Q2 2022 | 106 | $226.2M |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,486,654 | $111.7M | 0.00% | +161,659+4.9% | Added |
| Vanguard Group Inc | 1,434,372 | $45.9M | 0.00% | +49,037+3.5% | Added |
| Dimensional Fund Advisors LP | 1,409,711 | $45.2M | 0.01% | +2,538+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 953,859 | $30.6M | 0.05% | +120,483+14.5% | Added |
| Nomura Asset Management International Inc. | 845,054 | $27.1M | 0.04% | +845,054 | New |
| State Street Corp | 733,293 | $23.5M | 0.00% | −37,032−4.8% | Reduced |
| Alliancebernstein L.P. | 636,964 | $20.4M | 0.01% | −2,465−0.4% | Reduced |
| Geode Capital Management, LLC | 623,820 | $20.0M | 0.00% | −6,859−1.1% | Reduced |
| American Century Companies Inc | 610,826 | $19.6M | 0.01% | +21,793+3.7% | Added |
| First Manhattan Co | 407,025 | $13.0M | 0.03% | +9,340+2.3% | Added |
| LSV Asset Management | 314,358 | $10.1M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 295,670 | $9.47M | 0.00% | +129,585+78.0% | Added |
| Federated Hermes, Inc. | 289,895 | $9.29M | 0.02% | +43,960+17.9% | Added |
| Bridgeway Capital Management, LLC | 284,604 | $9.12M | 0.19% | −13,611−4.6% | Reduced |
| Northern Trust Corp | 214,589 | $6.87M | 0.00% | −18,745−8.0% | Reduced |
| Nuveen, LLC | 213,898 | $6.85M | 0.00% | +41,522+24.1% | Added |
| Charles Schwab Investment Management Inc | 182,933 | $5.86M | 0.00% | −3,037−1.6% | Reduced |
| Qube Research & Technologies Ltd | 177,127 | $5.67M | 0.01% | −94,960−34.9% | Reduced |
| Bank of New York Mellon Corp | 167,007 | $5.35M | 0.00% | +11,131+7.1% | Added |
| Price T Rowe Associates Inc | 160,243 | $5.13M | 0.00% | −29,124−15.4% | Reduced |
| Morgan Stanley | 155,838 | $4.99M | 0.00% | −3,623−2.3% | Reduced |
| Bank of America Corp | 150,059 | $4.81M | 0.00% | −21,714−12.6% | Reduced |
| Congress Asset Management Co | 148,943 | $4.77M | 0.03% | −9,631−6.1% | Reduced |
| KBC Group NV | 132,449 | $4.24M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 131,528 | $4.21M | 0.01% | +32,410+32.7% | Added |
| Thrivent Financial for Lutherans | 122,929 | $3.94M | 0.01% | −35,234−22.3% | Reduced |
| Nia Impact Advisors, LLC | 119,156 | $3.82M | 1.28% | −4,578−3.7% | Reduced |
| Isthmus Partners, LLC | 115,903 | $3.71M | 0.41% | +790+0.7% | Added |
| Credit Agricole S A | 110,057 | $3.53M | 0.01% | +5,506+5.3% | Added |
| Globeflex Capital L P | 106,947 | $3.43M | 0.52% | +13,795+14.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 105,987 | $3.39M | 0.01% | −5,288−4.8% | Reduced |
| HSBC Holdings PLC | 105,192 | $3.37M | 0.00% | +81,686+347.5% | Added |
| Bessemer Group Inc | 102,493 | $3.28M | 0.01% | +102,438+186,250.9% | Added |
| Arjuna Capital | 98,768 | $3.16M | 0.78% | −1,014−1.0% | Reduced |
| Millennium Management LLC | 98,343 | $3.15M | 0.00% | −424,255−81.2% | Reduced |
| Allianz Asset Management GmbH | 97,044 | $3.11M | 0.00% | −2,580−2.6% | Reduced |
| Clean Yield Group | 92,521 | $2.96M | 0.82% | −7,806−7.8% | Reduced |
| FMR LLC | 92,081 | $2.95M | 0.00% | +20,538+28.7% | Added |
| Victory Capital Management Inc | 90,247 | $2.89M | 0.00% | −6,588−6.8% | Reduced |
| AQR Capital Management LLC | 89,826 | $2.88M | 0.00% | +9,406+11.7% | Added |
| Barclays PLC | 86,316 | $2.76M | 0.00% | +22,444+35.1% | Added |
| Harrington Investments, INC | 81,560 | $2.61M | 1.31% | +1,050+1.3% | Added |
| Figure 8 Investment Strategies LLC | 81,464 | $2.61M | 2.32% | −2,958−3.5% | Reduced |
| Martingale Asset Management L P | 78,725 | $2.52M | 0.06% | +3,720+5.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,633 | $2.29M | 0.00% | +8,491+13.4% | Added |
| Trexquant Investment LP | 69,773 | $2.23M | 0.02% | +69,773 | New |
| Edmond de Rothschild Holding S.A. | 69,734 | $2.23M | 0.03% | −3,228−4.4% | Reduced |
| Citadel Advisors LLC | 68,324 | $2.19M | 0.00% | +68,324 | New |
| Abacus Wealth Partners, LLC | 65,566 | $2.10M | 0.21% | +65,566 | New |
| Franklin Resources Inc | 63,731 | $2.04M | 0.00% | −925−1.4% | Reduced |
| JPMorgan Chase & Co | 61,213 | $1.96M | 0.00% | −135,569−68.9% | Reduced |
| Creative Planning | 58,218 | $1.86M | 0.00% | +36,213+164.6% | Added |
| UBS Asset Management Americas Inc | 55,894 | $1.79M | 0.00% | −1,829−3.2% | Reduced |
| Lazard Asset Management LLC | 53,724 | $1.72M | 0.00% | +53,724 | New |
| Arrowstreet Capital, Limited Partnership | 51,042 | $1.63M | 0.00% | −13,570−21.0% | Reduced |
| Avalon Trust Co | 49,435 | $1.58M | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 45,217 | $1.45M | 0.00% | +6,852+17.9% | Added |
| Two Sigma Advisers, LP | 45,100 | $1.44M | 0.00% | −1,200−2.6% | Reduced |
| Principal Financial Group Inc | 42,223 | $1.35M | 0.00% | +13,260+45.8% | Added |
| Invesco Ltd. | 41,687 | $1.34M | 0.00% | +1,256+3.1% | Added |
| Ameriprise Financial Inc | 38,875 | $1.25M | 0.00% | +51+0.1% | Added |
| UBS Group AG | 38,669 | $1.24M | 0.00% | −36,980−48.9% | Reduced |
| Verition Fund Management LLC | 35,722 | $1.14M | 0.01% | −8,139−18.6% | Reduced |
| Swiss National Bank | 35,600 | $1.14M | 0.00% | −2,500−6.6% | Reduced |
| Prudential Financial Inc | 34,255 | $1.10M | 0.00% | +515+1.5% | Added |
| Assenagon Asset Management S.A. | 33,105 | $1.06M | 0.00% | −2,661−7.4% | Reduced |
| Quest Partners LLC | 32,567 | $1.04M | 0.06% | +2,529+8.4% | Added |
| Citigroup Inc | 30,925 | $990.5K | 0.00% | −2,209−6.7% | Reduced |
| Versor Investments LP | 29,200 | $935.3K | 0.15% | +29,200 | New |
| Rhumbline Advisers | 28,646 | $917.5K | 0.00% | −6,256−17.9% | Reduced |
| Point72 Asset Management, L.P. | 25,988 | $832.4K | 0.00% | +25,988 | New |
| Wells Fargo & Company | 25,770 | $825.4K | 0.00% | +7,808+43.5% | Added |
| SummerHaven Investment Management, LLC | 25,541 | $818.1K | 0.46% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 24,214 | $775.6K | 0.01% | +3,058+14.5% | Added |
| Jump Financial, LLC | 24,015 | $769.2K | 0.01% | +24,015 | New |
| Rafferty Asset Management, LLC | 22,594 | $723.7K | 0.00% | −12,551−35.7% | Reduced |
| Natural Investments, LLC | 22,477 | $719.0K | 0.18% | +2,821+14.4% | Added |
| Algert Global LLC | 21,947 | $703.0K | 0.01% | +21,947 | New |
| First Trust Advisors LP | 21,608 | $692.1K | 0.00% | −115,543−84.2% | Reduced |
| EntryPoint Capital, LLC | 21,394 | $685.3K | 0.27% | +7,488+53.8% | Added |
| Bank of Montreal | 20,807 | $666.4K | 0.00% | +674+3.3% | Added |
| Legal & General Group Plc | 20,608 | $660.1K | 0.00% | −74−0.4% | Reduced |
| Quent Capital, LLC | 20,580 | $659.2K | 0.05% | +20,580 | New |
| Stifel Financial Corp | 18,700 | $599.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,210 | $583.3K | 0.00% | +18,210 | New |
| California State Teachers Retirement System | 16,588 | $531.3K | 0.00% | −2,033−10.9% | Reduced |
| Bailard, Inc. | 16,303 | $522.2K | 0.01% | +7,000+75.2% | Added |
| BNP Paribas Arbitrage, SA | 15,183 | $486.3K | 0.00% | +111+0.7% | Added |
| R Squared Ltd | 15,133 | $484.7K | 0.23% | +15,133 | New |
| Inceptionr LLC | 15,060 | $482.4K | 0.13% | +6,002+66.3% | Added |
| McMillan Office, Inc. | 15,000 | $480.4K | 0.06% | +15,000 | New |
| Engineers Gate Manager LP | 14,850 | $475.6K | 0.01% | −8,158−35.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,842 | $475.4K | 0.00% | +1,297+9.6% | Added |
| MetLife Investment Management | 14,082 | $451.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,565 | $434.0K | 0.00% | +1,371+11.2% | Added |
| Deutsche Bank AG | 13,167 | $421.7K | 0.00% | −137−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,693 | $406.6K | 0.01% | +12,693 | New |
| Squarepoint Ops LLC | 12,279 | $393.3K | 0.00% | +3,835+45.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,072 | $386.7K | 0.00% | −37−0.3% | Reduced |
| PDT Partners, LLC | 11,777 | $377.2K | 0.02% | +11,777 | New |