Amalgamated FinancialAMAL

13F holders, Q3 2024 (September 30)
164holders +10
20new positions
11sold out
6famous investors
$31.39avg. 13F price*

At the end of Q3 2024, 164 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings, up 10 from Q2 2024. 20 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($102.5M), Vanguard Group Inc. ($40.7M) and Dimensional Fund Advisors LP ($37.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions20$18.5M
Exits11$3.9M

All 13F filers, Q2 2024 → Q3 2024: 2,171,701 shares bought and 1,393,045 shares sold, net +778,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

BlackRock, Inc. 0.00% — 3,268,425 $102.5M
Vanguard Group Inc. 0.00% Add +6.4% 1,297,504 $40.7M
Dimensional Fund Advisors LP 0.01% Add +2.6% 1,187,447 $37.2M
Brown Advisory Inc. 0.03% Add +1.4% 845,169 $26.5M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -53.3% 716,262 $22.5M
State Street Corp. 0.00% Add +4.9% 704,868 $22.1M
JPMorgan Chase & Co. 0.00% Add +18.7% 567,609 $17.8M
American Century Companies Inc. 0.01% Add +13.2% 485,438 $15.2M
Geode Capital Management, LLC 0.00% Add +7.7% 478,888 $15.0M
First Manhattan Co. Llc. 0.04% Add +14.0% 459,328 $14.4M
Goldman Sachs Group Inc. 0.00% Add +14.8% 336,519 $10.6M
Millennium Management 0.01% Add +31.7% 266,616 $8.4M
Bridgeway Capital Management, LLC 0.17% Add +2.5% 254,452 $8.0M
Allianz Asset Management GmbH 0.01% Add +100.3% 236,627 $7.4M
Federated Hermes, Inc. 0.02% Add +59.7% 230,639 $7.2M
Nia Impact Advisors, LLC 2.36% Add +2.3% 226,468 $7.1M
Nuveen Asset Management, LLC 0.00% Add +36.2% 218,262 $6.8M
Northern Trust Corp. 0.00% Reduce -7.6% 215,667 $6.8M
Morgan Stanley 0.00% Add +37.7% 207,838 $6.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +60.1% 200,664 $6.3M
Franklin Resources Inc. 0.00% Reduce -11.3% 184,206 $6.2M
Prudential Financial Inc. 0.01% Reduce -23.8% 183,235 $5.7M
Arjuna Capital 1.37% Reduce -4.0% 169,218 $5.3M
Charles Schwab Investment Management Inc. 0.00% Add +219.7% 162,047 $5.1M
Invesco Ltd. 0.00% Add +281.1% 146,748 $4.6M
Bank of New York Mellon Corp 0.00% Reduce -9.5% 143,589 $4.5M
KBC Group NV 0.01% No change 133,159 $4.2M
Empowered Funds, LLC 0.06% Add +5.3% 124,522 $3.9M
Clean Yield Group 1.24% Reduce -14.1% 124,119 $3.9M
Hillsdale Investment Management Inc. 0.30% New 122,808 $3.9M
Barclays PLC 0.00% Add +91.7% 119,165 $3.7M
Kennedy Capital Management LLC 0.08% No change 115,334 $3.6M
Isthmus Partners, LLC 0.41% Reduce -19.1% 110,357 $3.5M
AQR Capital Management 0.00% Add +12.0% 93,257 $2.9M
Globeflex Capital L P 0.28% No change 93,152 $2.9M
Credit Agricole S A 0.02% Add +75.1% 92,010 $2.9M
Massachusetts Financial Services Co. 0.00% Reduce -2.4% 88,659 $2.8M
LSV Asset Management 0.01% Add +71.8% 86,380 $2.7M
Harrington Investments, INC 1.36% Add +4.3% 79,200 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +54.0% 76,959 $2.4M
Martingale Asset Management L P 0.05% Add +2.0% 72,873 $2.3M
Elizabeth Park Capital Advisors, Ltd. 1.82% New 72,040 $2.3M
Two Sigma Investments, LP 0.01% Add +45.9% 71,801 $2.3M
Ameriprise Financial Inc. 0.00% Add +10.4% 68,511 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -11.7% 67,912 $2.1M
D. E. Shaw & Co. 0.00% Reduce -33.6% 66,478 $2.1M
Brandywine Global Investment Management, LLC 0.01% Reduce -2.7% 61,863 $2.1M
Two Sigma Advisers, LP 0.00% Reduce -15.8% 65,200 $2.0M
ClariVest Asset Management LLC 0.19% No change 67,932 $1.9M
Seizert Capital Partners, LLC 0.08% New 56,763 $1.8M
Bank of America Corp. 0.00% Reduce -3.4% 56,209 $1.8M
Lazard Asset Management LLC 0.00% Add +67.8% 53,764 $1.7M
Acadian Asset Management LLC 0.01% Add +583.9% 53,396 $1.7M
Avalon Trust Co 0.12% No change 51,830 $1.6M
Qube Research & Technologies Ltd 0.00% Add +139.7% 51,815 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.6% 51,495 $1.6M
Segall Bryant & Hamill, LLC 0.02% New 51,375 $1.6M
Cubist Systematic Strategies, LLC 0.02% Add +0.4% 49,316 $1.5M
Algert Global LLC 0.04% Reduce -36.4% 49,046 $1.5M
Sei Investments Co. 0.00% New 47,674 $1.5M
Thrivent Financial for Lutherans 0.00% Add +14.5% 46,420 $1.5M
Assenagon Asset Management S.A. 0.00% New 45,890 $1.4M
Alliancebernstein L.P. 0.00% Reduce -14.4% 41,743 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +125.5% 41,089 $1.3M
Jacobs Levy Equity Management, Inc. 0.00% No change 39,340 $1.2M
AXA S.A. 0.00% New 39,314 $1.2M
Citadel Advisors 0.00% Add +219.4% 38,386 $1.2M
Citigroup Inc. 0.00% Add +11.9% 36,852 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.7% 36,119 $1.1M
FMR LLC 0.00% Add +198.0% 35,663 $1.1M
Teacher Retirement System of Texas 0.01% Add +17.6% 35,462 $1.1M
Swiss National Bank 0.00% No change 33,000 $1.0M
UBS Group AG 0.00% Add +6.1% 32,519 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -14.9% 31,238 $980K
Jane Street Group, LLC 0.00% Add +26.4% 29,977 $940K
Andrew Hill Investment Advisors, Inc. 0.69% New 29,179 $915K
Rhumbline Advisers 0.00% Reduce -3.3% 28,995 $910K
SummerHaven Investment Management, LLC 0.54% New 28,285 $887K
Bailard, Inc. 0.02% No change 28,003 $878K
Tudor Investment Corporation 0.01% New 26,368 $827K
Deerfield Management Company, L.P. 0.01% Reduce -45.4% 24,294 $762K
Gsa Capital Partners LLP 0.06% Add +53.0% 23,448 $736K
Russell Investments Group, Ltd. 0.00% Add +16.3% 23,325 $732K
Point72 Asset Management 0.00% Add +82.6% 21,327 $669K
Janus Henderson Group PLC 0.00% Reduce -4.6% 21,040 $660K
Quent Capital, LLC 0.07% No change 20,580 $646K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -55.9% 20,377 $639K
Campbell & CO Investment Adviser LLC 0.05% Reduce -13.6% 19,991 $627K
First Trust Advisors LP 0.00% Reduce -69.3% 18,539 $582K
Legal & General Group Plc 0.00% Add +80.8% 18,100 $568K
Squarepoint Ops LLC 0.00% Reduce -34.4% 17,397 $546K
Principal Financial Group Inc. 0.00% Reduce -2.1% 17,270 $542K
State of Wisconsin Investment Board 0.00% Reduce -1.3% 17,032 $534K
Susquehanna Portfolio Strategies, LLC 0.03% No change 16,156 $507K
California State Teachers Retirement System 0.00% Reduce -3.0% 15,955 $501K
Tidal Investments LLC 0.01% New 15,798 $496K
SG Americas Securities, LLC 0.00% Add +25.1% 15,739 $494K
Bank of Montreal 0.00% Add +13.5% 15,565 $478K
Ballentine Partners, LLC 0.01% New 14,429 $453K
Creative Planning 0.00% Add +24.8% 14,156 $444K
Occudo Quantitative Strategies LP 0.08% Reduce -1.2% 13,410 $421K
Trexquant Investment LP 0.01% Reduce -52.5% 12,787 $401K
Sterling Capital Management LLC 0.01% — 12,663 $397K
Dynamic Technology Lab Private Ltd 0.04% New 12,364 $388K
AlphaQuest LLC 0.03% Add +18.7% 11,905 $373K
Susquehanna International Group, LLP 0.00% Add +38.1% 11,882 $373K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.5% 11,381 $357K
Alps Advisors Inc. 0.00% Reduce -21.2% 11,249 $353K
Cornercap Investment Counsel Inc. 0.10% Reduce -50.5% 10,708 $336K
HSBC Holdings PLC 0.00% New 10,393 $329K
Aquatic Capital Management LLC 0.01% New 10,400 $326K
State of Tennessee, Department of Treasury 0.00% No change 10,187 $320K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 10,183 $319K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.5% 9,814 $308K
Royal Bank of Canada 0.00% Reduce -1.7% 9,627 $302K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 9,572 $300K
EntryPoint Capital, LLC 0.15% Add +16.7% 8,607 $270K
Deutsche Bank AG 0.00% Add +0.9% 8,367 $262K
Wells Fargo & Company 0.00% Add +4.5% 8,219 $258K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.4% 8,059 $253K
Quantbot Technologies LP 0.01% Add +9898.7% 7,599 $238K
Caldwell Sutter Capital, Inc. 0.11% No change 7,345 $230K
Voya Investment Management LLC 0.00% Reduce -38.7% 7,281 $228K
Jump Financial, LLC 0.00% Reduce -52.5% 6,900 $216K
Manufacturers Life Insurance Company, The 0.00% New 6,833 $214K
Corton Capital Inc. 0.10% Reduce -22.6% 6,765 $212K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -18.6% 6,536 $205K
New York State Common Retirement Fund 0.00% Reduce -36.3% 6,311 $198K
Virtus Investment Advisers, LLC 0.15% No change 6,100 $191K
Tower Research Capital LLC (TRC) 0.00% Add +19.9% 4,572 $143K
DekaBank Deutsche Girozentrale 0.00% Reduce -11.0% 4,288 $130K
FinTrust Capital Advisors, LLC 0.02% Add +4.3% 3,482 $109K
State of Wyoming 0.02% Reduce -60.0% 3,416 $107K
Quadrant Capital Group LLC 0.01% Add +0.7% 3,055 $96K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,700 $85K
Cwm, LLC 0.00% Add +74.9% 2,414 $76K
US Bancorp \de 0.00% Add +28.4% 2,312 $73K
Ameritas Investment Partners, Inc. 0.00% No change 1,744 $55K
Osaic Holdings, Inc. 0.00% Reduce -58.6% 1,689 $53K
Parallel Advisors, LLC 0.00% Add +1.7% 1,661 $52K
Virtus Fund Advisers, LLC 0.15% No change 1,176 $37K
Signaturefd, LLC 0.00% Add +6.5% 1,056 $33K
NewEdge Advisors, LLC 0.00% No change 750 $24K
Amalgamated Bank 0.00% No change 637 $20K
Trust Co. of Vermont 0.00% New 600 $19K
Baldwin Wealth Partners LLC 0.00% No change 500 $16K
CIBC Private Wealth Group LLC 0.00% No change 470 $15K
Lindbrook Capital, LLC 0.00% No change 403 $13K
Glass Jacobson Investment Advisors llc 0.00% No change 400 $13K
Comerica Bank 0.00% No change 362 $11K
New England Capital Financial Advisors LLC 0.00% No change 300 $9K
Earned Wealth Advisors, LLC 0.00% New 275 $9K
Arax Advisory Partners 0.00% No change 240 $8K
Harbor Capital Advisors, Inc. 0.00% New 175 $5K
Point72 (DIFC) Ltd 0.00% Reduce -74.2% 108 $3K
GAMMA Investing LLC 0.00% Add +5.0% 106 $3K
Bessemer Group Inc. 0.00% New 60 $2K
UMB Bank, n.a. 0.00% No change 60 $2K
Farther Finance Advisors, LLC 0.00% Add +3.9% 54 $2K
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.4% 53 $2K
Nisa Investment Advisors, LLC 0.00% No change 41 $1K
Rothschild Investment LLC 0.00% Add +166.7% 40 $1K
Covestor Ltd 0.00% Reduce -11.1% 16 $1K
Allworth Financial LP 0.00% Reduce -63.8% 21 $659

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