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 $803.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Amalgamated Financial Corp. as of Jun 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
- Institutional holders
- 195
- +22 vs. Q1 2026
- Shares held
- 17.6M
- −385.4K (−2.1%) vs. Q1 2026
- Total value
- $803.1M
- +$108.5M (+15.6%) vs. Q1 2026
- New holders
- 35
- 61 more added
- Sold out
- 13
- 69 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 195 | $803.6M |
| Q1 2026 | 176 | $695.7M |
| Q4 2025 | 172 | $577.8M |
| Q3 2025 | 162 | $504.1M |
| Q2 2025 | 176 | $601.0M |
| Q1 2025 | 185 | $540.5M |
| Q4 2024 | 195 | $612.2M |
| Q3 2024 | 164 | $564.8M |
| Q2 2024 | 154 | $458.4M |
| Q1 2024 | 158 | $411.3M |
| Q4 2023 | 132 | $424.4M |
| Q3 2023 | 113 | $264.4M |
| Q2 2023 | 115 | $254.5M |
| Q1 2023 | 118 | $281.8M |
| Q4 2022 | 130 | $362.1M |
| Q3 2022 | 128 | $338.6M |
| Q2 2022 | 106 | $226.2M |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Amalgamated Financial Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $230 | 0.00% | −3−37.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5 | $230 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8 | $367 | 0.00% | −4,150−99.8% | Reduced |
| Global Retirement Partners, LLC | 10 | $459 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 13 | $597 | 0.00% | +13 | New |
| IFP Advisors, Inc | 16 | $734 | 0.00% | +10+166.7% | Added |
| Assetmark, Inc | 18 | $826 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $1.00K | 0.00% | −264−95.0% | Reduced |
| UMA Financial Services, Inc. | 27 | $1.24K | 0.00% | −8−22.9% | Reduced |
| Simplex Trading, LLC | 39 | $1.79K | 0.00% | +39 | New |
| Silver Grove Financial Group, Inc. | 43 | $1.99K | 0.00% | +43 | New |
| True Wealth Design, LLC | 44 | $2.02K | 0.00% | −21−32.3% | Reduced |
| EverSource Wealth Advisors, LLC | 57 | $2.62K | 0.00% | −23−28.7% | Reduced |
| Umb Bank N A | 60 | $2.75K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $2.75K | 0.00% | +60 | New |
| Picton Mahoney Asset Management | 67 | $3.08K | 0.00% | +67 | New |
| Quarry LP | 79 | $3.63K | 0.00% | +79 | New |
| Trust Co of Vermont | 80 | $3.67K | 0.00% | +80 | New |
| Rothschild Investment LLC | 89 | $4.08K | 0.00% | +8+9.9% | Added |
| Essential Partners LLC | 104 | $4.77K | 0.00% | +27+35.1% | Added |
| VSM Wealth Advisory, LLC | 123 | $5.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 139 | $6.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 152 | $6.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 157 | $7.21K | 0.00% | −69−30.5% | Reduced |
| SJS Investment Consulting Inc. | 184 | $8.45K | 0.00% | +184 | New |
| Allworth Financial LP | 207 | $9.51K | 0.00% | +104+101.0% | Added |
| Farther Finance Advisors, LLC | 268 | $12.3K | 0.00% | +22+8.9% | Added |
| New England Capital Financial Advisors LLC | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 301 | $13.8K | 0.00% | +55+22.4% | Added |
| GAMMA Investing LLC | 327 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 335 | $15.4K | 0.00% | −426−56.0% | Reduced |
| Harbor Capital Advisors, Inc. | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 400 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 426 | $19.5K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 500 | $22.9K | 0.01% | +500 | New |
| Rockefeller Capital Management L.P. | 579 | $26.6K | 0.00% | −35−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 727 | $33.4K | 0.00% | −172−19.1% | Reduced |
| Jones Financial Companies LLLP | 762 | $35.8K | 0.00% | +662+662.0% | Added |
| Nisa Investment Advisors, LLC | 786 | $36.1K | 0.00% | +523+198.9% | Added |
| Kemnay Advisory Services Inc. | 1,154 | $53.0K | 0.01% | −1,118−49.2% | Reduced |
| State of Alaska, Department of Revenue | 1,216 | $55.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,190 | $59.3K | 0.01% | +1,190 | New |
| SRS Capital Advisors, Inc. | 1,578 | $72.4K | 0.00% | +306+24.1% | Added |
| Ameritas Investment Partners, Inc. | 1,667 | $76.5K | 0.00% | −290−14.8% | Reduced |
| Signaturefd, LLC | 1,959 | $89.9K | 0.00% | +314+19.1% | Added |
| Tower Research Capital LLC (TRC) | 2,360 | $108.3K | 0.00% | +253+12.0% | Added |
| Royal Bank of Canada | 2,741 | $126.0K | 0.00% | +1,256+84.6% | Added |
| US Bancorp | 3,456 | $158.6K | 0.00% | −228−6.2% | Reduced |
| Parallel Advisors, LLC | 3,471 | $159.3K | 0.00% | +255+7.9% | Added |
| DekaBank Deutsche Girozentrale | 4,288 | $164.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,100 | $188.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 4,326 | $198.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,425 | $203.1K | 0.00% | −7,956−64.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,458 | $204.6K | 0.00% | +4,458 | New |
| Abundance Wealth Counselors | 4,532 | $208.0K | 0.01% | +4,532 | New |
| Martingale Asset Management L P | 4,619 | $212.0K | 0.01% | −54,342−92.2% | Reduced |
| Centiva Capital, LP | 4,644 | $213.2K | 0.01% | +4,644 | New |
| Colony Group, LLC | 4,701 | $215.8K | 0.00% | +4,701 | New |
| Arizona State Retirement System | 4,942 | $226.8K | 0.00% | +4,942 | New |
| Amundi | 4,960 | $227.7K | 0.00% | +4,960 | New |
| Wealth Enhancement Advisory Services, LLC | 4,924 | $229.8K | 0.00% | +4,924 | New |
| State Board of Administration of Florida Retirement System | 5,050 | $231.8K | 0.00% | +5,050 | New |
| Voya Investment Management LLC | 5,161 | $236.9K | 0.00% | +5,161 | New |
| Swiss Life Asset Management Ltd | 5,417 | $248.6K | 0.00% | −139−2.5% | Reduced |
| Cambria Investment Management, L.P. | 5,873 | $269.6K | 0.01% | +5,873 | New |
| Susquehanna International Group, LLP | 6,055 | $277.9K | 0.00% | −15,836−72.3% | Reduced |
| SG Americas Securities, LLC | 6,076 | $279.0K | 0.00% | −777−11.3% | Reduced |
| New York State Common Retirement Fund | 6,149 | $282.2K | 0.00% | −2,200−26.4% | Reduced |
| Intech Investment Management LLC | 6,190 | $284.1K | 0.00% | −644−9.4% | Reduced |
| Canada Pension Plan Investment Board | 6,200 | $284.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,200 | $284.6K | 0.02% | +6,200 | New |
| LPL Financial LLC | 6,411 | $294.3K | 0.00% | −704−9.9% | Reduced |
| PFG Investments, LLC | 6,453 | $296.2K | 0.01% | +28+0.4% | Added |
| Jupiter Topco LLC | 6,527 | $299.7K | 0.00% | +6,527 | New |
| Police & Firemen's Retirement System of New Jersey | 6,543 | $300.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 6,751 | $309.9K | 0.00% | −134−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 6,790 | $311.7K | 0.01% | −1,220−15.2% | Reduced |
| Captrust Financial Advisors | 7,137 | $327.6K | 0.00% | +339+5.0% | Added |
| Qube Research & Technologies Ltd | 7,261 | $333.3K | 0.00% | −94,814−92.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,345 | $337.1K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,349 | $337.3K | 0.00% | −2,751−27.2% | Reduced |
| Manufacturers Life Insurance Company, The | 7,445 | $341.7K | 0.00% | −3,104−29.4% | Reduced |
| Mercer Global Advisors Inc | 7,585 | $348.2K | 0.00% | +1,496+24.6% | Added |
| Horizon Investment Services, LLC | 7,780 | $357.1K | 0.10% | +7,780 | New |
| Mariner, LLC | 7,870 | $361.3K | 0.00% | −232−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,460 | $388.3K | 0.00% | −2,323−21.5% | Reduced |
| Xponance, Inc. | 8,691 | $398.9K | 0.00% | −817−8.6% | Reduced |
| Virginia Retirement Systems Et Al | 9,166 | $420.7K | 0.00% | +1,200+15.1% | Added |
| Aquatic Capital Management LLC | 9,281 | $426.0K | 0.01% | +9,281 | New |
| Ethic Inc. | 9,705 | $445.5K | 0.01% | +2,149+28.4% | Added |
| Stifel Financial Corp | 9,800 | $449.8K | 0.00% | −4,500−31.5% | Reduced |
| Vanguard Global Advisers, LLC | 10,979 | $503.9K | 0.00% | −10,701−49.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,988 | $504.0K | 0.00% | −342−3.0% | Reduced |
| Rafferty Asset Management, LLC | 11,185 | $513.4K | 0.00% | −6,363−36.3% | Reduced |
| MetLife Investment Management | 11,493 | $527.5K | 0.00% | −1,171−9.2% | Reduced |
| PDT Partners, LLC | 11,777 | $540.6K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,042 | $552.7K | 0.00% | +10,242+569.0% | Added |
| Vanguard Asset Management, Ltd | 13,054 | $599.2K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,171 | $604.5K | 0.00% | +171+1.3% | Added |