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 15 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $802.9M in total; no superinvestor holds it.
13F holders, Q3 2026
Institutional positions in Amalgamated Financial Corp. as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 101
- +10 vs. Q2 2026
- Shares held
- 4.84M
- +244.8K (+5.3%) vs. Q2 2026
- Total value
- $230.4M
- +$19.3M (+9.2%) vs. Q2 2026
- New holders
- 14
- 42 more added
- Sold out
- 4
- 28 more reduced
103 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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 | 194 | $802.9M |
| Q1 2026 | 177 | $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, Q3 2026
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,402,134 | $66.7M | 0.01% | −5,660−0.4% | Reduced |
| Geode Capital Management, LLC | 632,917 | $30.1M | 0.00% | +96,322+18.0% | Added |
| Congress Asset Management Co | 250,093 | $11.9M | 0.08% | +45,855+22.5% | Added |
| LSV Asset Management | 235,180 | $11.2M | 0.02% | −70,478−23.1% | Reduced |
| Nuveen, LLC | 228,226 | $10.9M | 0.00% | +7,918+3.6% | Added |
| Bank of New York Mellon Corp | 152,504 | $7.25M | 0.00% | +1,494+1.0% | Added |
| Bessemer Group Inc | 150,263 | $7.15M | 0.01% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 147,805 | $7.03M | 3.03% | +38,672+35.4% | Added |
| Isthmus Partners, LLC | 107,945 | $5.13M | 0.49% | −3,733−3.3% | Reduced |
| Arjuna Capital | 104,885 | $4.99M | 1.11% | −1,411−1.3% | Reduced |
| KBC Group NV | 102,431 | $4.87M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 86,351 | $4.11M | 0.00% | −4,023−4.5% | Reduced |
| Harrington Investments, INC | 79,130 | $3.76M | 1.80% | −180−0.2% | Reduced |
| UBS Group AG | 78,673 | $3.74M | 0.00% | +22,596+40.3% | Added |
| Creative Planning | 78,520 | $3.74M | 0.00% | +4,978+6.8% | Added |
| FMR LLC | 75,623 | $3.60M | 0.00% | +11,377+17.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,707 | $3.41M | 0.01% | +2,677+3.9% | Added |
| Figure 8 Investment Strategies LLC | 68,418 | $3.25M | 2.79% | +1,110+1.6% | Added |
| Clean Yield Group | 67,886 | $3.23M | 0.78% | −254−0.4% | Reduced |
| Principal Financial Group Inc | 51,910 | $2.47M | 0.00% | +14,868+40.1% | Added |
| Barclays PLC | 50,897 | $2.42M | 0.00% | +2,726+5.7% | Added |
| Abacus Wealth Partners, LLC | 47,487 | $2.26M | 0.25% | +3,081+6.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,293 | $1.82M | 0.04% | +24,767+183.1% | Added |
| Trillium Asset Management, LLC | 35,419 | $1.68M | 0.05% | +35,419 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,875 | $1.52M | 0.02% | +31,875 | New |
| Ethic Inc. | 30,799 | $1.47M | 0.02% | +21,094+217.4% | Added |
| Citigroup Inc | 29,449 | $1.40M | 0.00% | −2,661−8.3% | Reduced |
| Natural Investments, LLC | 29,061 | $1.38M | 0.29% | +7,000+31.7% | Added |
| Nwam LLC | 27,204 | $1.29M | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 25,565 | $1.21M | 0.00% | −41,476−61.9% | Reduced |
| Rhumbline Advisers | 24,393 | $1.16M | 0.00% | −2,113−8.0% | Reduced |
| Bank of Montreal | 23,218 | $1.10M | 0.00% | −19−0.1% | Reduced |
| SummerHaven Investment Management, LLC | 19,600 | $932.4K | 0.52% | −3,199−14.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,835 | $853.2K | 0.00% | +751+4.4% | Added |
| Legato Capital Management LLC | 16,894 | $803.6K | 0.07% | +16,894 | New |
| Deutsche Bank AG | 16,683 | $793.6K | 0.00% | −1,576−8.6% | Reduced |
| R Squared Ltd | 16,214 | $771.3K | 0.41% | +1,880+13.1% | Added |
| Virginia Retirement Systems Et Al | 15,766 | $750.0K | 0.00% | +6,600+72.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,109 | $623.6K | 0.00% | −2,150−14.1% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 12,931 | $615.1K | 0.49% | +12,931 | New |
| DekaBank Deutsche Girozentrale | 12,368 | $580.0K | 0.00% | +8,080+188.4% | Added |
| Alps Advisors Inc | 12,141 | $577.5K | 0.00% | −1,030−7.8% | Reduced |
| Russell Investments Group, Ltd. | 11,803 | $561.5K | 0.00% | −239−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,772 | $512.0K | 0.00% | −216−2.0% | Reduced |
| Compass Financial Management LLC | 7,834 | $372.7K | 0.04% | +6,644+558.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,345 | $349.4K | 0.13% | 00.0% | Unchanged |
| Xponance, Inc. | 7,075 | $336.6K | 0.00% | −1,616−18.6% | Reduced |
| LPL Financial LLC | 6,861 | $326.4K | 0.00% | +450+7.0% | Added |
| Simplicity Wealth,LLC | 6,375 | $303.3K | 0.01% | +6,375 | New |
| Wealth Enhancement Advisory Services, LLC | 5,515 | $260.2K | 0.00% | +591+12.0% | Added |
| Swiss Life Asset Management Ltd | 5,417 | $257.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,132 | $244.1K | 0.00% | −1,411−21.6% | Reduced |
| Arizona State Retirement System | 5,045 | $240.0K | 0.00% | +103+2.1% | Added |
| Amundi | 4,960 | $235.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,659 | $221.6K | 0.00% | −502−9.7% | Reduced |
| Los Angeles Capital Management LLC | 4,393 | $209.0K | 0.00% | +4,385+54,812.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,334 | $206.2K | 0.00% | −23,937−84.7% | Reduced |
| KLP Kapitalforvaltning AS | 4,100 | $195.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,611 | $171.8K | 0.00% | +155+4.5% | Added |
| Parallel Advisors, LLC | 3,573 | $170.0K | 0.00% | +102+2.9% | Added |
| New England Capital Financial Advisors LLC | 2,905 | $138.2K | 0.03% | +2,605+868.3% | Added |
| Signaturefd, LLC | 1,970 | $93.7K | 0.00% | +11+0.6% | Added |
| State of Wyoming | 1,484 | $70.6K | 0.01% | +1,484 | New |
| Nisa Investment Advisors, LLC | 1,430 | $68.0K | 0.00% | +644+81.9% | Added |
| State of Alaska, Department of Revenue | 1,096 | $52.0K | 0.00% | −120−9.9% | Reduced |
| Farther Finance Advisors, LLC | 729 | $34.7K | 0.00% | +461+172.0% | Added |
| Fifth Third Bancorp | 462 | $22.0K | 0.00% | +36+8.5% | Added |
| SJS Investment Consulting Inc. | 401 | $19.1K | 0.00% | +217+117.9% | Added |
| Daytona Street Capital LLC | 400 | $19.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 385 | $18.3K | 0.00% | +50+14.9% | Added |
| GAMMA Investing LLC | 344 | $16.4K | 0.00% | +17+5.2% | Added |
| Harbor Capital Advisors, Inc. | 332 | $16.0K | 0.00% | −7−2.1% | Reduced |
| CoreCap Advisors, LLC | 329 | $15.7K | 0.00% | +329 | New |
| Allworth Financial LP | 249 | $11.4K | 0.00% | +42+20.3% | Added |
| Clear Street Markets LLC | 230 | $10.9K | 0.00% | +230 | New |
| Smartleaf Asset Management LLC | 176 | $8.25K | 0.00% | +37+26.6% | Added |
| Harbour Investments, Inc. | 157 | $7.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 152 | $7.23K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 104 | $4.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $4.57K | 0.00% | +39+68.4% | Added |
| Rothschild Investment LLC | 95 | $4.52K | 0.00% | +6+6.7% | Added |
| Global Retirement Partners, LLC | 94 | $4.47K | 0.00% | +84+840.0% | Added |
| Trust Co of Vermont | 80 | $3.81K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 65 | $3.09K | 0.00% | −2−3.0% | Reduced |
| UMA Financial Services, Inc. | 62 | $2.95K | 0.00% | +35+129.6% | Added |
| GK Wealth Management LLC | 61 | $2.92K | 0.00% | +61 | New |
| Umb Bank N A | 60 | $2.85K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 51 | $2.43K | 0.00% | +51 | New |
| True Wealth Design, LLC | 44 | $2.09K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Versant Capital Management, Inc | 40 | $1.90K | 0.00% | +40 | New |
| Silver Grove Financial Group, Inc. | 38 | $1.83K | 0.00% | −5−11.6% | Reduced |
| Simplex Trading, LLC | 35 | $1.66K | 0.00% | −4−10.3% | Reduced |
| Fortitude Family Office, LLC | 24 | $1.14K | 0.00% | +24 | New |
| Covestor Ltd | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Assetmark, Inc | 18 | $856 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $761 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12 | $571 | 0.00% | +7+140.0% | Added |
| Clearstead Advisors, LLC | 11 | $524 | 0.00% | −2−15.4% | Reduced |
| Provenance Wealth Advisors, LLC | 3 | $143 | 0.00% | +3 | New |