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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 25,770 | $825.4K | 0.00% | +7,808+43.5% | Added |
| Point72 Asset Management, L.P. | 25,988 | $832.4K | 0.00% | +25,988 | New |
| Rhumbline Advisers | 28,646 | $917.5K | 0.00% | −6,256−17.9% | Reduced |
| Versor Investments LP | 29,200 | $935.3K | 0.15% | +29,200 | New |
| Citigroup Inc | 30,925 | $990.5K | 0.00% | −2,209−6.7% | Reduced |
| Quest Partners LLC | 32,567 | $1.04M | 0.06% | +2,529+8.4% | Added |
| Assenagon Asset Management S.A. | 33,105 | $1.06M | 0.00% | −2,661−7.4% | Reduced |
| Prudential Financial Inc | 34,255 | $1.10M | 0.00% | +515+1.5% | Added |
| Swiss National Bank | 35,600 | $1.14M | 0.00% | −2,500−6.6% | Reduced |
| Verition Fund Management LLC | 35,722 | $1.14M | 0.01% | −8,139−18.6% | Reduced |
| UBS Group AG | 38,669 | $1.24M | 0.00% | −36,980−48.9% | Reduced |
| Ameriprise Financial Inc | 38,875 | $1.25M | 0.00% | +51+0.1% | Added |
| Invesco Ltd. | 41,687 | $1.34M | 0.00% | +1,256+3.1% | Added |
| Principal Financial Group Inc | 42,223 | $1.35M | 0.00% | +13,260+45.8% | Added |
| Two Sigma Advisers, LP | 45,100 | $1.44M | 0.00% | −1,200−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 45,217 | $1.45M | 0.00% | +6,852+17.9% | Added |
| Avalon Trust Co | 49,435 | $1.58M | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 51,042 | $1.63M | 0.00% | −13,570−21.0% | Reduced |
| HSBC Holdings PLC | 52,596 | $1.69M | 0.00% | +29,090+123.8% | Added |
| Lazard Asset Management LLC | 53,724 | $1.72M | 0.00% | +53,724 | New |
| UBS Asset Management Americas Inc | 55,894 | $1.79M | 0.00% | −1,829−3.2% | Reduced |
| Creative Planning | 58,218 | $1.86M | 0.00% | +36,213+164.6% | Added |
| JPMorgan Chase & Co | 61,213 | $1.96M | 0.00% | −37,178−37.8% | Reduced |
| Franklin Resources Inc | 63,731 | $2.04M | 0.00% | −925−1.4% | Reduced |
| Abacus Wealth Partners, LLC | 65,566 | $2.10M | 0.21% | +65,566 | New |
| Citadel Advisors LLC | 68,324 | $2.19M | 0.00% | +68,324 | New |
| Edmond de Rothschild Holding S.A. | 69,734 | $2.23M | 0.03% | −3,228−4.4% | Reduced |
| Trexquant Investment LP | 69,773 | $2.23M | 0.02% | +69,773 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,633 | $2.29M | 0.00% | +8,491+13.4% | Added |
| Martingale Asset Management L P | 78,725 | $2.52M | 0.06% | +3,720+5.0% | Added |
| Figure 8 Investment Strategies LLC | 81,464 | $2.61M | 2.32% | −2,958−3.5% | Reduced |
| Harrington Investments, INC | 81,560 | $2.61M | 1.31% | +1,050+1.3% | Added |
| Barclays PLC | 86,316 | $2.76M | 0.00% | +22,444+35.1% | Added |
| AQR Capital Management LLC | 89,826 | $2.88M | 0.00% | +9,406+11.7% | Added |
| Victory Capital Management Inc | 90,247 | $2.89M | 0.00% | −6,588−6.8% | Reduced |
| FMR LLC | 92,081 | $2.95M | 0.00% | +20,538+28.7% | Added |
| Clean Yield Group | 92,521 | $2.96M | 0.82% | −7,806−7.8% | Reduced |
| Allianz Asset Management GmbH | 97,044 | $3.11M | 0.00% | −2,580−2.6% | Reduced |
| Millennium Management LLC | 98,343 | $3.15M | 0.00% | −424,255−81.2% | Reduced |
| Arjuna Capital | 98,768 | $3.16M | 0.78% | −1,014−1.0% | Reduced |
| Bessemer Group Inc | 102,493 | $3.28M | 0.01% | +102,438+186,250.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 105,987 | $3.39M | 0.01% | −5,288−4.8% | Reduced |
| Globeflex Capital L P | 106,947 | $3.43M | 0.52% | +13,795+14.8% | Added |
| Credit Agricole S A | 110,057 | $3.53M | 0.01% | +5,506+5.3% | Added |
| Isthmus Partners, LLC | 115,903 | $3.71M | 0.41% | +790+0.7% | Added |
| Nia Impact Advisors, LLC | 119,156 | $3.82M | 1.28% | −4,578−3.7% | Reduced |
| Thrivent Financial for Lutherans | 122,929 | $3.94M | 0.01% | −35,234−22.3% | Reduced |
| Two Sigma Investments, LP | 131,528 | $4.21M | 0.01% | +32,410+32.7% | Added |
| KBC Group NV | 132,449 | $4.24M | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 148,943 | $4.77M | 0.03% | −9,631−6.1% | Reduced |
| Bank of America Corp | 150,059 | $4.81M | 0.00% | −21,714−12.6% | Reduced |
| Morgan Stanley | 155,838 | $4.99M | 0.00% | −3,623−2.3% | Reduced |
| Price T Rowe Associates Inc | 160,243 | $5.13M | 0.00% | −29,124−15.4% | Reduced |
| Bank of New York Mellon Corp | 167,007 | $5.35M | 0.00% | +11,131+7.1% | Added |
| Qube Research & Technologies Ltd | 177,127 | $5.67M | 0.01% | −94,960−34.9% | Reduced |
| Charles Schwab Investment Management Inc | 182,933 | $5.86M | 0.00% | −3,037−1.6% | Reduced |
| Nuveen, LLC | 213,898 | $6.85M | 0.00% | +41,522+24.1% | Added |
| Northern Trust Corp | 214,589 | $6.87M | 0.00% | −18,745−8.0% | Reduced |
| Bridgeway Capital Management, LLC | 284,604 | $9.12M | 0.19% | −13,611−4.6% | Reduced |
| Federated Hermes, Inc. | 289,895 | $9.29M | 0.02% | +43,960+17.9% | Added |
| Goldman Sachs Group Inc | 295,670 | $9.47M | 0.00% | +129,585+78.0% | Added |
| LSV Asset Management | 314,358 | $10.1M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 407,025 | $13.0M | 0.03% | +9,340+2.3% | Added |
| American Century Companies Inc | 610,826 | $19.6M | 0.01% | +21,793+3.7% | Added |
| Geode Capital Management, LLC | 623,820 | $20.0M | 0.00% | −6,859−1.1% | Reduced |
| Alliancebernstein L.P. | 636,964 | $20.4M | 0.01% | −2,465−0.4% | Reduced |
| State Street Corp | 733,293 | $23.5M | 0.00% | −37,032−4.8% | Reduced |
| Nomura Asset Management International Inc. | 845,054 | $27.1M | 0.04% | +845,054 | New |
| Adage Capital Partners GP, L.L.C. | 953,859 | $30.6M | 0.05% | +120,483+14.5% | Added |
| Dimensional Fund Advisors LP | 1,409,711 | $45.2M | 0.01% | +2,538+0.2% | Added |
| Vanguard Group Inc | 1,434,372 | $45.9M | 0.00% | +49,037+3.5% | Added |
| BlackRock, Inc. | 3,486,654 | $111.7M | 0.00% | +161,659+4.9% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −873,669−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −536,161−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −115,885−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −112,726−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −52,685−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,020−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,579−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,533−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,419−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −13,643−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,830−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,443−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,843−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,230−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,195−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,519−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |