Amalgamated FinancialAMAL

13F holders, Q1 2024 (March 31)
158holders
6famous investors
$23.95avg. 13F price*

At the end of Q1 2024, 158 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings. The largest holders were BlackRock Inc. ($66.4M), Adage Capital Partners Gp, L.L.C. ($39.5M) and Dimensional Fund Advisors LP ($26.7M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Amalgamated Financial Corp.
CUSIP
022671101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 158Q1 2024Q2 2024: 154Q2 2024Q3 2024: 164Q3 2024Q4 2024: 194Q4 2024Q1 2025: 184Q1 2025Q2 2025: 176Q2 2025Q3 2025: 162Q3 2025Q4 2025: 172Q4 2025Q1 2026: 176Q1 2026Q2 2026: 195Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions33$19.2M
Exits9$7.7M

Ownership 158 holders

BlackRock Inc. 0.00% Reduce -4.2% 2,767,872 $66.4M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -16.2% 1,644,543 $39.5M
Dimensional Fund Advisors LP 0.01% Add +10.8% 1,114,381 $26.7M
Vanguard Group Inc. 0.00% Reduce -14.0% 967,005 $23.2M
Brown Advisory Inc. 0.03% Add +1.6% 836,193 $20.1M
State Street Corp. 0.00% Add +60.7% 709,657 $17.0M
JPMorgan Chase & Co. 0.00% Add +131.6% 421,167 $10.1M
Geode Capital Management, LLC 0.00% Add +1.5% 415,251 $10.0M
First Manhattan Co. Llc. 0.03% Reduce -4.4% 405,453 $9.7M
American Century Companies Inc. 0.01% Add +29.3% 365,184 $8.8M
Goldman Sachs Group Inc. 0.00% Reduce -5.2% 342,225 $8.2M
Prudential Financial Inc. 0.01% Add +40.1% 256,045 $6.1M
Bridgeway Capital Management, LLC 0.12% Add +3.5% 239,694 $5.8M
Nia Impact Advisors, LLC 2.25% — 234,841 $5.6M
Millennium Management 0.00% Add +1095.6% 230,790 $5.5M
Northern Trust Corp. 0.00% Reduce -7.5% 218,335 $5.2M
Franklin Resources Inc. 0.00% Add +1226.6% 207,000 $5.0M
Redwood Grove Capital, LLC 1.50% Reduce -12.9% 201,008 $4.8M
Morgan Stanley 0.00% Reduce -29.9% 198,874 $4.8M
Arjuna Capital 1.17% Add +2.3% 171,861 $4.1M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 154,088 $3.7M
Nuveen Asset Management, LLC 0.00% Reduce -55.1% 151,267 $3.6M
Federated Hermes, Inc. 0.01% Add +26.6% 144,568 $3.5M
Clean Yield Group 1.34% Reduce -1.6% 143,209 $3.4M
Isthmus Partners, LLC 0.37% Add +38.8% 136,397 $3.3M
KBC Group NV 0.01% No change 133,159 $3.2M
Kennedy Capital Management LLC 0.06% No change 115,503 $2.8M
Assenagon Asset Management S.A. 0.01% Reduce -12.9% 112,433 $2.7M
Empowered Funds, LLC 0.05% Add +8.1% 109,764 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% New 106,870 $2.6M
Renaissance Technologies 0.00% New 105,500 $2.5M
Globeflex Capital L P 0.23% Add +45.0% 100,385 $2.4M
D. E. Shaw & Co. 0.00% Add +100.0% 99,209 $2.4M
AQR Capital Management 0.00% Add +201.2% 94,486 $2.3M
Massachusetts Financial Services Co. 0.00% New 87,760 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -0.3% 86,382 $2.1M
Harrington Investments, INC 1.03% Reduce -0.7% 75,140 $1.8M
Algert Global LLC 0.07% Add +10.6% 74,769 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 69,796 $1.7M
Brandywine Global Investment Management, LLC 0.01% Reduce -0.7% 66,578 $1.6M
ClariVest Asset Management LLC 0.16% Add +65.8% 66,046 $1.6M
First Trust Advisors LP 0.00% Add +1.1% 65,226 $1.6M
Cubist Systematic Strategies, LLC 0.02% New 63,772 $1.5M
Bank of America Corp. 0.00% Add +284.0% 63,180 $1.5M
Citigroup Inc. 0.00% Add +583.7% 59,030 $1.4M
Barclays PLC 0.00% Add +19.9% 55,836 $1.3M
Avalon Trust Co 0.10% Reduce -2.9% 51,930 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% Add +27.4% 51,867 $1.2M
Martingale Asset Management L P 0.02% No change 50,336 $1.2M
Invesco Ltd. 0.00% Reduce -64.4% 48,272 $1.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.5% 47,151 $1.1M
Thrivent Financial for Lutherans 0.00% Add +18.3% 46,776 $1.1M
Teacher Retirement System of Texas 0.01% Add +98.0% 45,417 $1.1M
Alliancebernstein L.P. 0.00% Reduce -33.1% 44,588 $1.1M
Citadel Advisors 0.00% Reduce -23.1% 42,062 $1.0M
Trexquant Investment LP 0.02% Add +72.9% 41,886 $1.0M
Squarepoint Ops LLC 0.00% Add +11.7% 41,861 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.8% 37,980 $912K
Tidal Investments LLC 0.02% New 37,883 $909K
Campbell & CO Investment Adviser LLC 0.08% Add +9.1% 36,993 $888K
Rafferty Asset Management, LLC 0.00% New 36,623 $879K
Jump Financial, LLC 0.02% New 35,904 $862K
Panagora Asset Management Inc. 0.00% New 35,748 $858K
Boston Partners 0.00% New 34,379 $825K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.9% 34,125 $819K
Swiss National Bank 0.00% No change 33,000 $792K
Two Sigma Investments, LP 0.00% New 32,900 $790K
Denali Advisors LLC 0.21% Add +91.1% 30,000 $720K
Qube Research & Technologies Ltd 0.00% New 29,625 $711K
Rhumbline Advisers 0.00% Add +2.1% 29,603 $710K
UBS Group AG 0.00% Reduce -0.9% 28,227 $677K
Bailard, Inc. 0.02% No change 28,003 $672K
Peregrine Capital Management LLC 0.02% No change 27,529 $661K
ExodusPoint Capital Management, LP 0.01% New 26,395 $633K
Two Sigma Advisers, LP 0.00% New 24,600 $590K
Virtus Investment Advisers, LLC 0.41% Add +268.8% 23,600 $566K
Janus Henderson Group PLC 0.00% Reduce -6.8% 23,410 $562K
HRT Financial LP 0.00% New 22,966 $551K
Russell Investments Group, Ltd. 0.00% Add +11.6% 22,073 $530K
Cornercap Investment Counsel Inc. 0.08% New 21,808 $523K
Credit Suisse AG/ 0.00% Add +2.2% 21,527 $517K
Quent Capital, LLC 0.06% No change 20,580 $494K
Jane Street Group, LLC 0.00% Reduce -9.4% 20,115 $483K
Occudo Quantitative Strategies LP 0.08% Reduce -18.4% 18,280 $439K
Susquehanna International Group, LLP 0.00% Add +100.1% 18,171 $436K
California State Teachers Retirement System 0.00% Reduce -5.7% 16,807 $403K
Susquehanna Portfolio Strategies, LLC 0.01% No change 16,156 $388K
Voya Investment Management LLC 0.00% Reduce -10.7% 16,100 $386K
State of Wisconsin Investment Board 0.00% New 15,920 $382K
Principal Financial Group Inc. 0.00% Add +8.7% 15,883 $381K
Truist Financial Corp. 0.00% Add +0.0% 15,852 $380K
Lazard Asset Management LLC 0.00% Add +63.0% 15,600 $373K
New York Life Investment Management LLC 0.00% Reduce -21.7% 15,278 $367K
FMR LLC 0.00% Add +28.2% 14,901 $358K
Summit Global Investments 0.03% New 14,545 $349K
Alps Advisors Inc. 0.00% Reduce -22.2% 14,342 $344K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +116.8% 13,679 $328K
New York State Common Retirement Fund 0.00% Add +17.3% 11,627 $279K
Legal & General Group Plc 0.00% No change 11,231 $270K
State of Tennessee, Department of Treasury 0.00% New 10,778 $259K
Oxford Financial Group, LTD. LLC 0.02% Add +0.1% 10,738 $258K
Quadrature Capital Ltd 0.00% Reduce -26.5% 10,600 $254K
AlphaQuest LLC 0.04% Reduce -38.2% 9,382 $225K
MetLife Investment Management, LLC 0.00% No change 9,310 $223K
Centiva Capital, LP 0.01% New 9,292 $223K
Cambridge Investment Research Advisors, Inc. 0.00% New 8,982 $216K
Verition Fund Management LLC 0.00% New 8,965 $215K
XTX Topco Ltd 0.03% New 8,819 $212K
American International Group, Inc. 0.00% Reduce -0.8% 8,716 $209K
Royal Bank of Canada 0.00% Reduce -37.0% 8,426 $203K
Deutsche Bank AG 0.00% No change 8,288 $199K
Point72 Asset Management 0.00% New 7,800 $187K
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 7,423 $178K
Caldwell Sutter Capital, Inc. 0.08% No change 7,345 $176K
SG Americas Securities, LLC 0.00% Reduce -33.1% 6,886 $165K
Wells Fargo & Company 0.00% Add +14.7% 6,251 $150K
Quantbot Technologies LP 0.01% Reduce -10.6% 5,376 $129K
Allspring Global Investments Holdings, LLC 0.00% New 5,250 $126K
State of Wyoming 0.02% New 5,104 $122K
Osaic Holdings, Inc. 0.00% Reduce -34.8% 5,099 $122K
DekaBank Deutsche Girozentrale 0.00% Reduce -98.1% 4,288 $102K
Point72 (DIFC) Ltd 0.01% — 3,814 $92K
Ziegler Capital Management, LLC 0.00% Add +7.2% 35,680 $86K
FinTrust Capital Advisors, LLC 0.02% Add +2.7% 3,295 $79K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -38.6% 2,700 $65K
Quadrant Capital Group LLC 0.01% Add +4.9% 2,623 $63K
Aquatic Capital Management LLC 0.00% Reduce -11.5% 2,300 $55K
Ameritas Investment Partners, Inc. 0.00% No change 1,744 $42K
Parallel Advisors, LLC 0.00% No change 1,633 $39K
Catalyst Funds Management Pty Ltd 0.01% — 1,400 $34K
Virtus Fund Advisers, LLC 0.09% New 1,100 $26K
Metropolitan Life Insurance Co 0.00% No change 1,098 $26K
EntryPoint Capital, LLC 0.02% Add +521.5% 982 $24K
Signaturefd, LLC 0.00% No change 860 $21K
US Bancorp \de 0.00% Reduce -10.5% 839 $20K
CIBC Private Wealth Group LLC 0.00% New 847 $20K
NewEdge Advisors, LLC 0.00% No change 750 $18K
nVerses Capital, LLC 0.04% New 700 $17K
Amalgamated Bank 0.00% Reduce -59.8% 637 $15K
Trust Co. of Vermont 0.00% No change 560 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.2% 521 $13K
Fortitude Family Office, LLC 0.01% New 515 $12K
Baldwin Wealth Partners LLC 0.00% No change 500 $12K
Lindbrook Capital, LLC 0.00% No change 403 $10K
New England Capital Financial Advisors LLC 0.00% No change 300 $7K
Simplex Trading, LLC 0.00% Reduce -80.9% 311 $7K
Comerica Bank 0.00% Add +7.0% 290 $7K
Quarry LP 0.00% Add +88.6% 198 $5K
Summit Securities Group LLC 0.00% New 184 $4K
Cwm, LLC 0.00% New 177 $4K
GAMMA Investing LLC 0.00% Add +23.2% 101 $2K
UMB Bank, n.a. 0.00% No change 60 $1K
Allworth Financial LP 0.00% No change 58 $1K
Nisa Investment Advisors, LLC 0.00% No change 46 $1K
Rothschild Investment LLC 0.00% New 5 $120
Avior Wealth Management, LLC 0.00% New 4 $96
Farther Finance Advisors, LLC 0.00% No change 1 $23
Covestor Ltd 0.00% Reduce -65.3% 17 $0

"% of holder's portfolio" is AMAL's weight in each manager's 13F, not the share of Amalgamated Financial Corp. the manager owns.