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, Q1 2026
Institutional positions in Amalgamated Financial Corp. as of Mar 31, 2026. 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
- 176
- +10 vs. Q4 2025
- Shares held
- 18.0M
- +1.48M (+8.9%) vs. Q4 2025
- Total value
- $695.7M
- +$165.6M (+31.2%) vs. Q4 2025
- New holders
- 32
- 56 more added
- Sold out
- 22
- 61 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 1 | $39 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 5 | $194 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $233 | 0.00% | −1−14.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 8 | $311 | 0.00% | −146−94.8% | Reduced |
| Assetmark, Inc | 18 | $700 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 32 | $1.24K | 0.00% | +32 | New |
| UMA Financial Services, Inc. | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 45 | $1.75K | 0.00% | −975−95.6% | Reduced |
| Umb Bank N A | 60 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $2.53K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 77 | $2.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 80 | $3.11K | 0.00% | +49+158.1% | Added |
| Rothschild Investment LLC | 81 | $3.15K | 0.00% | +6+8.0% | Added |
| MAI Capital Management | 81 | $3.15K | 0.00% | +17+26.6% | Added |
| Jones Financial Companies LLLP | 100 | $3.79K | 0.00% | +100 | New |
| Allworth Financial LP | 103 | $4.02K | 0.00% | +26+33.8% | Added |
| VSM Wealth Advisory, LLC | 123 | $4.77K | 0.00% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 125 | $4.86K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 139 | $5.32K | 0.00% | +83+148.2% | Added |
| Larson Financial Group LLC | 152 | $5.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 226 | $8.79K | 0.00% | +69+43.9% | Added |
| Advisor Group Holdings, Inc. | 246 | $9.56K | 0.00% | −49−16.6% | Reduced |
| Farther Finance Advisors, LLC | 246 | $9.61K | 0.00% | +18+7.9% | Added |
| Covestor Ltd | 278 | $10.0K | 0.01% | −21−7.0% | Reduced |
| Nisa Investment Advisors, LLC | 263 | $10.2K | 0.00% | +14+5.6% | Added |
| New England Capital Financial Advisors LLC | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 327 | $12.7K | 0.00% | +17+5.5% | Added |
| Harbor Capital Advisors, Inc. | 339 | $13.0K | 0.00% | +102+43.0% | Added |
| Daytona Street Capital LLC | 400 | $15.9K | 0.01% | −5,000−92.6% | Reduced |
| Fifth Third Bancorp | 426 | $16.5K | 0.00% | +426 | New |
| Rockefeller Capital Management L.P. | 614 | $23.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 761 | $29.6K | 0.00% | −564−42.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 899 | $34.9K | 0.00% | +225+33.4% | Added |
| State of Alaska, Department of Revenue | 1,216 | $47.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,272 | $49.5K | 0.00% | +3+0.2% | Added |
| Royal Bank of Canada | 1,485 | $57.0K | 0.00% | +876+143.8% | Added |
| Signaturefd, LLC | 1,645 | $63.9K | 0.00% | +26+1.6% | Added |
| Russell Investments Group, Ltd. | 1,800 | $70.0K | 0.00% | −68−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,957 | $76.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,107 | $81.9K | 0.00% | +858+68.7% | Added |
| CWM, LLC | 2,124 | $82.6K | 0.00% | +244+13.0% | Added |
| Kemnay Advisory Services Inc. | 2,272 | $88.3K | 0.01% | +2,272 | New |
| Quadrant Capital Group LLC | 3,136 | $121.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,216 | $125.0K | 0.00% | +961+42.6% | Added |
| US Bancorp | 3,684 | $143.2K | 0.00% | +57+1.6% | Added |
| KLP Kapitalforvaltning AS | 4,100 | $159.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,158 | $161.6K | 0.00% | +4,158 | New |
| DekaBank Deutsche Girozentrale | 4,288 | $168.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 4,326 | $168.2K | 0.00% | +4,326 | New |
| GeoWealth Management, LLC | 5,490 | $213.4K | 0.01% | +5,490 | New |
| Swiss Life Asset Management Ltd | 5,556 | $216.0K | 0.00% | +5,556 | New |
| Mercer Global Advisors Inc | 6,089 | $236.7K | 0.00% | +6,089 | New |
| Canada Pension Plan Investment Board | 6,200 | $241.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,425 | $249.7K | 0.01% | +6,425 | New |
| Janus Henderson Group PLC | 6,527 | $254.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,543 | $254.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,798 | $264.3K | 0.00% | +177+2.7% | Added |
| Intech Investment Management LLC | 6,834 | $265.6K | 0.00% | −2,132−23.8% | Reduced |
| SG Americas Securities, LLC | 6,853 | $266.0K | 0.00% | −6,712−49.5% | Reduced |
| SEI Investments Co | 6,885 | $267.6K | 0.00% | +6,885 | New |
| Cornerstone Investment Partners, LLC | 7,090 | $275.6K | 0.01% | +7,090 | New |
| LPL Financial LLC | 7,115 | $276.6K | 0.00% | +400+6.0% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $285.5K | 0.12% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,524 | $292.5K | 0.00% | −7,659−50.4% | Reduced |
| Ethic Inc. | 7,556 | $293.7K | 0.00% | +309+4.3% | Added |
| Virginia Retirement Systems Et Al | 7,966 | $309.6K | 0.00% | +400+5.3% | Added |
| Hillsdale Investment Management Inc. | 8,010 | $311.3K | 0.01% | +8,010 | New |
| Mariner, LLC | 8,102 | $314.9K | 0.00% | +597+8.0% | Added |
| New York State Common Retirement Fund | 8,349 | $324.5K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,139 | $355.2K | 0.00% | +9,139 | New |
| Xponance, Inc. | 9,508 | $369.6K | 0.00% | −1,309−12.1% | Reduced |
| Quantinno Capital Management LP | 9,780 | $380.1K | 0.00% | +9,780 | New |
| Integrated Quantitative Investments LLC | 10,091 | $392.2K | 0.07% | +849+9.2% | Added |
| Teacher Retirement System of Texas | 10,100 | $392.6K | 0.00% | +10,100 | New |
| Manufacturers Life Insurance Company, The | 10,549 | $410.0K | 0.00% | +3,597+51.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,783 | $419.1K | 0.00% | +134+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,330 | $440.0K | 0.00% | +40.0% | Added |
| PDT Partners, LLC | 11,777 | $457.8K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,381 | $481.2K | 0.01% | +12,381 | New |
| Engineers Gate Manager LP | 12,437 | $483.4K | 0.01% | −2,413−16.2% | Reduced |
| MetLife Investment Management | 12,664 | $492.3K | 0.00% | −1,418−10.1% | Reduced |
| Alps Advisors Inc | 13,000 | $505.3K | 0.00% | +13,000 | New |
| Vanguard Asset Management, Ltd | 13,054 | $507.4K | 0.00% | +13,054 | New |
| R Squared Ltd | 13,293 | $516.7K | 0.28% | −1,840−12.2% | Reduced |
| Stifel Financial Corp | 14,300 | $555.8K | 0.00% | −4,400−23.5% | Reduced |
| McMillan Office, Inc. | 15,000 | $583.0K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,259 | $593.1K | 0.00% | +3,187+26.4% | Added |
| JPMorgan Chase & Co | 15,767 | $602.9K | 0.00% | −45,446−74.2% | Reduced |
| Legal & General Group Plc | 16,141 | $627.4K | 0.00% | −4,467−21.7% | Reduced |
| California State Teachers Retirement System | 16,416 | $638.1K | 0.00% | −172−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,547 | $643.2K | 0.00% | +1,705+11.5% | Added |
| Skopos Labs, Inc. | 16,756 | $651.3K | 0.02% | +16,756 | New |
| Nwam LLC | 17,329 | $673.6K | 0.04% | +17,329 | New |
| Rafferty Asset Management, LLC | 17,548 | $682.1K | 0.00% | −5,046−22.3% | Reduced |
| Wells Fargo & Company | 17,871 | $694.6K | 0.00% | −7,899−30.7% | Reduced |
| Deutsche Bank AG | 17,927 | $696.8K | 0.00% | +4,760+36.2% | Added |
| Quent Capital, LLC | 20,580 | $799.9K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 21,394 | $831.6K | 0.24% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 21,680 | $842.7K | 0.00% | +21,680 | New |
| Susquehanna International Group, LLP | 21,891 | $850.9K | 0.00% | +21,891 | New |