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 |
|---|---|---|---|---|---|
| Algert Global LLC | 21,947 | $853.1K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 22,239 | $864.0K | 0.21% | −238−1.1% | Reduced |
| First Trust Advisors LP | 22,293 | $866.5K | 0.00% | +685+3.2% | Added |
| SummerHaven Investment Management, LLC | 22,799 | $886.2K | 0.54% | −2,742−10.7% | Reduced |
| Bank of Montreal | 23,078 | $897.0K | 0.00% | +2,271+10.9% | Added |
| HRT Financial LP | 23,710 | $921.0K | 0.00% | +23,710 | New |
| Ballentine Partners, LLC | 25,381 | $986.6K | 0.01% | +1,167+4.8% | Added |
| Citigroup Inc | 26,018 | $1.01M | 0.00% | −4,907−15.9% | Reduced |
| Rhumbline Advisers | 28,360 | $1.10M | 0.00% | −286−1.0% | Reduced |
| Principal Financial Group Inc | 34,552 | $1.34M | 0.00% | −7,671−18.2% | Reduced |
| Swiss National Bank | 35,600 | $1.38M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 36,425 | $1.42M | 0.00% | +2,170+6.3% | Added |
| D. E. Shaw & Co., Inc. | 36,771 | $1.43M | 0.00% | −8,446−18.7% | Reduced |
| UBS Group AG | 38,011 | $1.48M | 0.00% | −658−1.7% | Reduced |
| HSBC Holdings PLC | 38,393 | $1.49M | 0.00% | −14,203−27.0% | Reduced |
| Ameriprise Financial Inc | 38,474 | $1.50M | 0.00% | −401−1.0% | Reduced |
| Invesco Ltd. | 41,161 | $1.60M | 0.00% | −526−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 46,697 | $1.82M | 0.02% | +46,697 | New |
| Lazard Asset Management LLC | 47,473 | $1.85M | 0.00% | −6,251−11.6% | Reduced |
| Avalon Trust Co | 48,685 | $1.89M | 0.13% | −750−1.5% | Reduced |
| Jane Street Group, LLC | 48,773 | $1.90M | 0.00% | +48,773 | New |
| Barclays PLC | 50,956 | $1.98M | 0.00% | −35,360−41.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 52,083 | $2.02M | 0.03% | −17,651−25.3% | Reduced |
| Acadian Asset Management LLC | 53,592 | $2.08M | 0.00% | +53,592 | New |
| UBS Asset Management Americas Inc | 56,128 | $2.18M | 0.00% | +234+0.4% | Added |
| Martingale Asset Management L P | 58,961 | $2.29M | 0.06% | −19,764−25.1% | Reduced |
| Point72 Asset Management, L.P. | 63,170 | $2.46M | 0.00% | +37,182+143.1% | Added |
| Figure 8 Investment Strategies LLC | 66,099 | $2.57M | 2.51% | −15,365−18.9% | Reduced |
| Thrivent Financial for Lutherans | 66,580 | $2.59M | 0.00% | −56,349−45.8% | Reduced |
| Creative Planning | 66,728 | $2.59M | 0.00% | +8,510+14.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 67,671 | $2.63M | 0.01% | −38,316−36.2% | Reduced |
| Abacus Wealth Partners, LLC | 69,309 | $2.69M | 0.25% | +3,743+5.7% | Added |
| Clean Yield Group | 73,548 | $2.86M | 0.80% | −18,973−20.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,933 | $2.99M | 0.01% | +5,300+7.4% | Added |
| Allianz Asset Management GmbH | 79,434 | $3.09M | 0.00% | −17,610−18.1% | Reduced |
| Franklin Resources Inc | 80,051 | $3.11M | 0.00% | +16,320+25.6% | Added |
| Harrington Investments, INC | 80,860 | $3.14M | 1.65% | −700−0.9% | Reduced |
| Victory Capital Management Inc | 90,224 | $3.51M | 0.00% | −230.0% | Reduced |
| Millennium Management LLC | 90,849 | $3.53M | 0.00% | −7,494−7.6% | Reduced |
| Credit Agricole S A | 93,473 | $3.63M | 0.01% | −16,584−15.1% | Reduced |
| Nia Impact Advisors, LLC | 96,393 | $3.75M | 1.67% | −22,763−19.1% | Reduced |
| FMR LLC | 100,424 | $3.90M | 0.00% | +8,343+9.1% | Added |
| Arjuna Capital | 100,471 | $3.91M | 0.99% | +1,703+1.7% | Added |
| Qube Research & Technologies Ltd | 102,075 | $3.97M | 0.01% | −75,052−42.4% | Reduced |
| KBC Group NV | 102,431 | $3.98M | 0.01% | −30,018−22.7% | Reduced |
| Globeflex Capital L P | 106,947 | $4.16M | 0.63% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 110,628 | $4.30M | 0.00% | −20,900−15.9% | Reduced |
| Isthmus Partners, LLC | 112,570 | $4.38M | 0.46% | −3,333−2.9% | Reduced |
| AQR Capital Management LLC | 116,362 | $4.52M | 0.00% | +26,536+29.5% | Added |
| Empowered Funds, LLC | 134,342 | $5.22M | 0.03% | +134,342 | New |
| Morgan Stanley | 135,135 | $5.25M | 0.00% | −20,703−13.3% | Reduced |
| Vanguard Fiduciary Trust Co | 136,581 | $5.31M | 0.00% | +136,581 | New |
| Trexquant Investment LP | 140,268 | $5.45M | 0.04% | +70,495+101.0% | Added |
| Bessemer Group Inc | 150,263 | $5.84M | 0.01% | +47,770+46.6% | Added |
| Bank of New York Mellon Corp | 156,243 | $6.07M | 0.00% | −10,764−6.4% | Reduced |
| Bank of America Corp | 164,680 | $6.40M | 0.00% | +14,621+9.7% | Added |
| Congress Asset Management Co | 173,585 | $6.75M | 0.05% | +24,642+16.5% | Added |
| Charles Schwab Investment Management Inc | 176,751 | $6.87M | 0.00% | −6,182−3.4% | Reduced |
| Price T Rowe Associates Inc | 180,402 | $7.01M | 0.00% | +20,159+12.6% | Added |
| Goldman Sachs Group Inc | 185,329 | $7.20M | 0.00% | −110,341−37.3% | Reduced |
| Nuveen, LLC | 212,825 | $8.27M | 0.00% | −1,073−0.5% | Reduced |
| Northern Trust Corp | 221,535 | $8.61M | 0.00% | +6,946+3.2% | Added |
| Bridgeway Capital Management, LLC | 290,102 | $11.3M | 0.23% | +5,498+1.9% | Added |
| LSV Asset Management | 313,358 | $12.2M | 0.03% | −1,000−0.3% | Reduced |
| Federated Hermes, Inc. | 324,539 | $12.6M | 0.02% | +34,644+12.0% | Added |
| First Manhattan Co | 402,775 | $15.7M | 0.04% | −4,250−1.0% | Reduced |
| Vanguard Portfolio Management LLC | 443,978 | $17.3M | 0.00% | +443,978 | New |
| Geode Capital Management, LLC | 571,090 | $22.2M | 0.00% | −52,730−8.5% | Reduced |
| Alliancebernstein L.P. | 751,424 | $24.1M | 0.01% | +114,460+18.0% | Added |
| American Century Companies Inc | 667,004 | $25.9M | 0.01% | +56,178+9.2% | Added |
| State Street Corp | 748,934 | $29.1M | 0.00% | +15,641+2.1% | Added |
| Vanguard Capital Management LLC | 821,593 | $31.9M | 0.00% | +821,593 | New |
| Adage Capital Partners GP, L.L.C. | 840,108 | $32.7M | 0.05% | −113,751−11.9% | Reduced |
| Nomura Asset Management International Inc. | 1,182,663 | $46.0M | 0.08% | +337,609+40.0% | Added |
| Dimensional Fund Advisors LP | 1,404,730 | $54.6M | 0.01% | −4,981−0.4% | Reduced |
| BlackRock, Inc. | 3,466,868 | $134.8M | 0.00% | −19,786−0.6% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −68,324−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −51,042−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −45,100−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,722−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −33,105−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −32,567−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,015−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,210−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −16,303−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,060−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,693−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,279−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |