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, 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
- −594.4K (−3.2%) vs. Q3 2025
- Total value
- $576.1M
- +$74.7M (+14.9%) 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 | $803.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Turning Point Benefit Group, Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $160 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5 | $160 | 0.00% | +5 | New |
| IFP Advisors, Inc | 7 | $224 | 0.00% | −32−82.1% | Reduced |
| Global Retirement Partners, LLC | 10 | $320 | 0.00% | +10 | New |
| Assetmark, Inc | 18 | $577 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $993 | 0.00% | −30−49.2% | Reduced |
| UMA Financial Services, Inc. | 35 | $1.12K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 56 | $1.83K | 0.00% | +56 | New |
| Umb Bank N A | 60 | $1.92K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 64 | $2.05K | 0.00% | +20+45.5% | Added |
| True Wealth Design, LLC | 65 | $2.08K | 0.00% | −2−3.0% | Reduced |
| Rothschild Investment LLC | 75 | $2.40K | 0.00% | +25+50.0% | Added |
| Essential Partners LLC | 77 | $2.47K | 0.00% | +35+83.3% | Added |
| Allworth Financial LP | 77 | $2.48K | 0.00% | +8+11.6% | Added |
| Trust Co of Vermont | 94 | $3.01K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 114 | $3.65K | 0.00% | −50−30.5% | Reduced |
| VSM Wealth Advisory, LLC | 122 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 125 | $4.00K | 0.00% | +125 | New |
| Larson Financial Group LLC | 152 | $4.87K | 0.00% | +152 | New |
| Caitong International Asset Management Co., Ltd | 154 | $4.93K | 0.00% | +150+3,750.0% | Added |
| Harbour Investments, Inc. | 157 | $5.03K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 178 | $5.70K | 0.00% | +178 | New |
| CIBC Private Wealth Group, LLC | 194 | $6.20K | 0.00% | −315−61.9% | Reduced |
| Farther Finance Advisors, LLC | 228 | $7.30K | 0.00% | +220+2,750.0% | Added |
| Nisa Investment Advisors, LLC | 249 | $7.97K | 0.00% | +208+507.3% | Added |
| Harbor Capital Advisors, Inc. | 237 | $8.00K | 0.00% | −4−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 295 | $9.45K | 0.00% | −323−52.3% | Reduced |
| New England Capital Financial Advisors LLC | 300 | $9.61K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 310 | $9.93K | 0.00% | +6+2.0% | Added |
| Covestor Ltd | 299 | $10.0K | 0.01% | +4+1.4% | Added |
| Comerica Bank | 462 | $14.8K | 0.00% | −134−22.5% | Reduced |
| Rockefeller Capital Management L.P. | 614 | $19.7K | 0.00% | +35+6.0% | Added |
| Royal Bank of Canada | 609 | $20.0K | 0.00% | −31−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | $22.0K | 0.00% | +184+37.6% | Added |
| Amalgamated Bank | 722 | $23.0K | 0.00% | +85+13.3% | Added |
| Quantbot Technologies LP | 1,020 | $32.7K | 0.00% | −16,975−94.3% | Reduced |
| State of Alaska, Department of Revenue | 1,216 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,249 | $40.0K | 0.00% | −5−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,269 | $40.6K | 0.00% | +827+187.1% | Added |
| Sterling Capital Management LLC | 1,325 | $42.4K | 0.00% | −291−18.0% | Reduced |
| Signaturefd, LLC | 1,619 | $51.9K | 0.00% | +96+6.3% | Added |
| Russell Investments Group, Ltd. | 1,868 | $59.8K | 0.00% | −92−4.7% | Reduced |
| CWM, LLC | 1,880 | $60.0K | 0.00% | +549+41.2% | Added |
| Ameritas Investment Partners, Inc. | 1,957 | $62.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,255 | $72.2K | 0.00% | −650−22.4% | Reduced |
| EMC Capital Management | 2,723 | $87.0K | 0.04% | −480−15.0% | Reduced |
| Quadrant Capital Group LLC | 3,136 | $100.4K | 0.00% | +312+11.0% | Added |
| Aquatic Capital Management LLC | 3,384 | $108.4K | 0.00% | −7,593−69.2% | Reduced |
| DekaBank Deutsche Girozentrale | 4,288 | $116.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,627 | $116.2K | 0.00% | −544−13.0% | Reduced |
| KLP Kapitalforvaltning AS | 4,100 | $131.3K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 5,400 | $173.0K | 0.14% | +5,400 | New |
| Canada Pension Plan Investment Board | 6,200 | $198.6K | 0.00% | +6,200 | New |
| Janus Henderson Group PLC | 6,527 | $208.9K | 0.00% | +6,527 | New |
| Police & Firemen's Retirement System of New Jersey | 6,543 | $209.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,621 | $212.1K | 0.00% | +6,621 | New |
| LPL Financial LLC | 6,715 | $215.1K | 0.00% | +6,715 | New |
| Manufacturers Life Insurance Company, The | 6,952 | $222.7K | 0.00% | −992−12.5% | Reduced |
| Oxford Financial Group Ltd | 7,101 | $227.4K | 0.01% | +7,101 | New |
| Ethic Inc. | 7,247 | $232.1K | 0.00% | +7,247 | New |
| Caldwell Sutter Capital, Inc. | 7,345 | $235.3K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 7,505 | $240.4K | 0.00% | +7,505 | New |
| Virginia Retirement Systems Et Al | 7,566 | $242.3K | 0.00% | −900−10.6% | Reduced |
| New York State Common Retirement Fund | 8,349 | $267.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,966 | $287.2K | 0.00% | −2,662−22.9% | Reduced |
| Integrated Quantitative Investments LLC | 9,242 | $296.0K | 0.06% | +9,242 | New |
| Campbell & CO Investment Adviser LLC | 10,339 | $331.2K | 0.02% | −11,892−53.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,649 | $341.1K | 0.00% | −340−3.1% | Reduced |
| Xponance, Inc. | 10,817 | $346.5K | 0.00% | +10,817 | New |
| Cambridge Investment Research Advisors, Inc. | 11,326 | $363.0K | 0.00% | +30.0% | Added |
| Susquehanna Fundamental Investments, LLC | 11,590 | $371.2K | 0.01% | −10,419−47.3% | Reduced |
| PDT Partners, LLC | 11,777 | $377.2K | 0.02% | +11,777 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,072 | $386.7K | 0.00% | −37−0.3% | Reduced |
| Squarepoint Ops LLC | 12,279 | $393.3K | 0.00% | +3,835+45.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,693 | $406.6K | 0.01% | +12,693 | New |
| Deutsche Bank AG | 13,167 | $421.7K | 0.00% | −137−1.0% | Reduced |
| SG Americas Securities, LLC | 13,565 | $434.0K | 0.00% | +1,371+11.2% | Added |
| MetLife Investment Management | 14,082 | $451.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,842 | $475.4K | 0.00% | +1,297+9.6% | Added |
| Engineers Gate Manager LP | 14,850 | $475.6K | 0.01% | −8,158−35.5% | Reduced |
| McMillan Office, Inc. | 15,000 | $480.4K | 0.06% | +15,000 | New |
| Inceptionr LLC | 15,060 | $482.4K | 0.13% | +6,002+66.3% | Added |
| R Squared Ltd | 15,133 | $484.7K | 0.23% | +15,133 | New |
| BNP Paribas Arbitrage, SA | 15,183 | $486.3K | 0.00% | +111+0.7% | Added |
| Bailard, Inc. | 16,303 | $522.2K | 0.01% | +7,000+75.2% | Added |
| California State Teachers Retirement System | 16,588 | $531.3K | 0.00% | −2,033−10.9% | Reduced |
| Balyasny Asset Management LLC | 18,210 | $583.3K | 0.00% | +18,210 | New |
| Stifel Financial Corp | 18,700 | $599.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20,580 | $659.2K | 0.05% | +20,580 | New |
| Legal & General Group Plc | 20,608 | $660.1K | 0.00% | −74−0.4% | Reduced |
| Bank of Montreal | 20,807 | $666.4K | 0.00% | +674+3.3% | Added |
| EntryPoint Capital, LLC | 21,394 | $685.3K | 0.27% | +7,488+53.8% | Added |
| First Trust Advisors LP | 21,608 | $692.1K | 0.00% | −115,543−84.2% | Reduced |
| Algert Global LLC | 21,947 | $703.0K | 0.01% | +21,947 | New |
| Natural Investments, LLC | 22,477 | $719.0K | 0.18% | +2,821+14.4% | Added |
| Rafferty Asset Management, LLC | 22,594 | $723.7K | 0.00% | −12,551−35.7% | Reduced |
| Jump Financial, LLC | 24,015 | $769.2K | 0.01% | +24,015 | New |
| Ballentine Partners, LLC | 24,214 | $775.6K | 0.01% | +3,058+14.5% | Added |
| SummerHaven Investment Management, LLC | 25,541 | $818.1K | 0.46% | 00.0% | Unchanged |