Amalgamated FinancialAMAL

13F holders, Q1 2025 (March 31)
184holders −10
22new positions
32sold out
5famous investors
$28.75avg. 13F price*

At the end of Q1 2025, 184 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings, down 10 from Q4 2024. 22 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($91.2M), Dimensional Fund Advisors LP ($37.9M) and Vanguard Group Inc. ($36.1M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions22$29.7M
Exits32$18.8M

All 13F filers, Q4 2024 → Q1 2025: 3,044,982 shares bought and 2,425,327 shares sold, net +619,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

BlackRock, Inc. 0.00% Reduce -9.3% 3,170,754 $91.2M
Dimensional Fund Advisors LP 0.01% Add +8.0% 1,316,673 $37.9M
Vanguard Group Inc. 0.00% Add +4.0% 1,255,166 $36.1M
Macquarie Group Ltd. 0.03% New 928,788 $26.7M
State Street Corp. 0.00% Reduce -6.8% 785,104 $22.6M
Alliancebernstein L.P. 0.01% Add +1738.5% 767,438 $22.1M
Adage Capital Partners Gp, L.L.C. 0.04% Add +35.1% 740,642 $21.3M
American Century Companies Inc. 0.01% Add +4.6% 526,141 $15.1M
Geode Capital Management, LLC 0.00% Add +5.3% 506,340 $14.6M
First Manhattan Co. Llc. 0.04% Reduce -6.2% 423,675 $12.2M
Allianz Asset Management GmbH 0.01% Add +33.1% 348,543 $10.0M
LSV Asset Management 0.02% Add +165.5% 288,953 $8.3M
Bridgeway Capital Management, LLC 0.21% Reduce -12.1% 283,712 $8.2M
Qube Research & Technologies Ltd 0.01% Add +94.5% 262,320 $7.5M
JPMorgan Chase & Co. 0.00% Reduce -55.2% 244,690 $7.0M
Federated Hermes, Inc. 0.02% Reduce -0.1% 242,583 $7.0M
Neumeier Poma Investment Counsel LLC 0.75% Reduce -38.1% 242,155 $7.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.5% 238,903 $6.9M
Millennium Management 0.01% Reduce -1.7% 231,736 $6.7M
Goldman Sachs Group Inc. 0.00% Reduce -28.9% 225,572 $6.5M
Nia Impact Advisors, LLC 2.28% Reduce -6.4% 213,486 $6.1M
Northern Trust Corp. 0.00% Reduce -3.6% 209,594 $6.0M
Morgan Stanley 0.00% Reduce -21.2% 171,875 $4.9M
Barclays PLC 0.00% Reduce -13.8% 164,468 $4.7M
Congress Asset Management Co. 0.03% Reduce -0.3% 158,984 $4.6M
Credit Agricole S A 0.02% Add +31.6% 152,678 $4.4M
Arjuna Capital 1.18% Reduce -9.0% 148,634 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 141,519 $4.1M
Trexquant Investment LP 0.05% Add +121.1% 141,070 $4.1M
KBC Group NV 0.01% Add +5.6% 140,573 $4.0M
Thrivent Financial for Lutherans 0.01% Add +54.2% 133,719 $3.8M
T. Rowe Price Associates Inc. 0.00% Add +21.4% 132,168 $3.8M
AQR Capital Management 0.00% Reduce -15.1% 125,666 $3.6M
Invesco Ltd. 0.00% Reduce -15.9% 119,605 $3.4M
Nuveen, LLC 0.00% — 118,808 $3.4M
Clean Yield Group 1.07% Reduce -4.2% 114,320 $3.3M
Seizert Capital Partners, LLC 0.15% Reduce -0.4% 112,275 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -36.5% 110,506 $3.2M
Franklin Resources Inc. 0.00% Reduce -14.8% 110,250 $3.2M
Isthmus Partners, LLC 0.39% Reduce -0.2% 109,534 $3.1M
Bank of America Corp. 0.00% Add +40.5% 108,014 $3.1M
Empowered Funds, LLC 0.04% Reduce -15.9% 101,382 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -0.5% 100,682 $2.9M
Globeflex Capital L P 0.25% No change 93,152 $2.7M
Elizabeth Park Capital Advisors, Ltd. 2.42% Add +29.1% 93,009 $2.7M
UBS Group AG 0.00% Reduce -31.7% 87,916 $2.5M
Figure 8 Investment Strategies LLC 2.57% Add +2.8% 85,323 $2.5M
Massachusetts Financial Services Co. 0.00% Reduce -2.2% 84,171 $2.4M
Harrington Investments, INC 1.31% Reduce -0.4% 80,160 $2.3M
Lazard Asset Management LLC 0.00% Add +19.7% 78,826 $2.3M
Two Sigma Investments, LP 0.01% Add +68.9% 77,700 $2.2M
Martingale Asset Management L P 0.05% Reduce -5.6% 66,594 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.1% 65,110 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.7% 64,923 $1.9M
Susquehanna Fundamental Investments, LLC 0.03% Add +420.1% 58,925 $1.7M
FMR LLC 0.00% Reduce -18.8% 58,354 $1.7M
Brandywine Global Investment Management, LLC 0.01% Reduce -3.7% 56,864 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -23.1% 52,590 $1.5M
Avalon Trust Co 0.12% Reduce -0.2% 50,645 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -5.8% 48,300 $1.4M
Los Angeles Capital Management LLC 0.01% Reduce -12.5% 47,402 $1.4M
AXA S.A. 0.00% Add +14.1% 44,855 $1.3M
Jane Street Group, LLC 0.00% Add +373.1% 44,284 $1.3M
Susquehanna International Group, LLP 0.00% Add +105.4% 40,169 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -2.3% 39,669 $1.1M
Raymond James Financial Inc. 0.00% Reduce -42.1% 38,831 $1.1M
Citigroup Inc. 0.00% Reduce -10.0% 37,416 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -26.5% 36,590 $1.1M
Swiss National Bank 0.00% Add +8.2% 35,700 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -0.7% 34,947 $1.0M
Panagora Asset Management Inc. 0.00% Reduce -2.6% 33,295 $957K
Prudential Financial Inc. 0.00% Reduce -82.8% 32,390 $931K
Campbell & CO Investment Adviser LLC 0.07% Add +51.8% 29,746 $855K
SummerHaven Investment Management, LLC 0.58% Add +1.4% 28,696 $825K
BNP Paribas Financial Markets 0.00% Reduce -31.9% 28,509 $820K
Bailard, Inc. 0.02% No change 28,003 $805K
Rhumbline Advisers 0.00% Reduce -4.2% 27,701 $796K
Creative Planning 0.00% Add +62.0% 25,872 $744K
SG Americas Securities, LLC 0.00% Add +16.1% 24,832 $714K
Victory Capital Management Inc. 0.00% Reduce -0.1% 23,991 $690K
California State Teachers Retirement System 0.00% Add +49.2% 23,587 $678K
D. E. Shaw & Co. 0.00% Add +141.4% 22,932 $659K
Engineers Gate Manager LP 0.01% Add +30.4% 21,987 $632K
Natural Investments, LLC 0.17% Reduce -0.7% 20,495 $589K
Voloridge Investment Management, LLC 0.00% New 20,481 $589K
Principal Financial Group Inc. 0.00% Add +2.8% 19,529 $561K
State of Wisconsin Investment Board 0.00% Reduce -12.2% 19,372 $557K
Janus Henderson Group PLC 0.00% Reduce -6.8% 19,334 $555K
Legal & General Group Plc 0.00% Add +31.5% 19,245 $553K
First Trust Advisors LP 0.00% Reduce -0.7% 18,510 $532K
Stifel Financial Corp. 0.00% No change 18,500 $532K
Dark Forest Capital Management LP 0.02% New 18,471 $531K
Russell Investments Group, Ltd. 0.00% Reduce -33.6% 18,177 $523K
Point72 Asset Management 0.00% Add +30.6% 17,633 $507K
Mackenzie Financial Corp. 0.00% Add +13.8% 17,406 $500K
Bank of Montreal 0.00% Add +6.1% 16,512 $475K
Y-Intercept (Hong Kong) Ltd 0.03% Add +136.4% 16,126 $464K
HSBC Holdings PLC 0.00% Reduce -35.5% 14,977 $430K
ExodusPoint Capital Management, LP 0.01% Add +2.3% 14,796 $425K
Gsa Capital Partners LLP 0.04% Reduce -40.9% 13,767 $396K
Ballentine Partners, LLC 0.01% Reduce -17.8% 13,733 $395K
Intech Investment Management LLC 0.00% Add +62.3% 13,697 $394K
Marex Group Ltd 0.01% New 13,600 $391K
Aquatic Capital Management LLC 0.01% Add +12.4% 12,676 $364K
Deutsche Bank AG 0.00% Reduce -10.2% 12,530 $360K
Alps Advisors Inc. 0.00% Add +7.5% 12,098 $348K
Wells Fargo & Company 0.00% Add +13.7% 11,946 $343K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 11,866 $341K
Sterling Capital Management LLC 0.01% Reduce -11.1% 11,709 $337K
Ethic Inc. 0.01% Reduce -1.8% 11,684 $335K
Citadel Advisors 0.00% Reduce -80.3% 11,632 $334K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -20.4% 11,470 $330K
Cambridge Investment Research Advisors, Inc. 0.00% No change 11,323 $326K
Penn Capital Management Company, LLC 0.03% New 11,190 $322K
Integrated Quantitative Investments LLC 0.16% New 11,000 $316K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 10,654 $306K
Sei Investments Co. 0.00% Reduce -64.6% 10,403 $299K
Manufacturers Life Insurance Company, The 0.00% Add +55.0% 10,236 $294K
MetLife Investment Management, LLC 0.00% Add +0.1% 10,191 $293K
Man Group plc 0.00% Reduce -55.0% 9,686 $278K
Envestnet Asset Management Inc. 0.00% Add +11.1% 9,263 $266K
Mariner, LLC 0.00% Add +18.0% 9,242 $266K
Royal Bank of Canada 0.00% Reduce -13.1% 9,180 $264K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 8,770 $252K
Xponance LLC 0.00% New 8,388 $241K
Virtus Advisers, LLC 0.14% New 7,480 $215K
Caldwell Sutter Capital, Inc. 0.10% No change 7,345 $211K
XTX Topco Ltd 0.01% Reduce -54.2% 7,265 $209K
Atria Investments, Inc 0.00% New 7,005 $201K
New York State Common Retirement Fund 0.00% Add +7.9% 6,811 $196K
Public Employees Retirement System of Ohio 0.00% Reduce -13.1% 6,081 $175K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 4,447 $128K
DekaBank Deutsche Girozentrale 0.00% No change 4,288 $120K
AlphaQuest LLC 0.01% Reduce -83.2% 4,053 $117K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,979 $114K
State of Wyoming 0.01% Add +23.3% 3,717 $107K
US Bancorp \de 0.00% Add +12.9% 3,343 $96K
Cwm, LLC 0.00% Reduce -17.1% 3,107 $89K
Quadrant Capital Group LLC 0.00% Add +1.3% 2,963 $85K
Acadian Asset Management LLC 0.00% Reduce -86.5% 2,762 $78K
KLP Kapitalforvaltning As 0.00% No change 2,700 $78K
Point72 (DIFC) Ltd 0.01% Add +69.9% 2,599 $75K
Ameritas Investment Partners, Inc. 0.00% No change 1,744 $50K
Parallel Advisors, LLC 0.00% Reduce -0.7% 1,649 $47K
New York State Teachers Retirement System 0.00% No change 1,638 $47K
Cubist Systematic Strategies, LLC 0.00% Reduce -99.0% 1,246 $36K
NewEdge Advisors, LLC 0.00% Add +23.7% 928 $27K
Summit Securities Group LLC 0.02% New 894 $26K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.4% 837 $24K
Versant Capital Management, Inc 0.00% New 785 $23K
Signaturefd, LLC 0.00% Reduce -8.9% 725 $21K
Osaic Holdings, Inc. 0.00% Reduce -64.2% 689 $20K
Amalgamated Bank 0.00% No change 637 $18K
Teachers Insurance & Annuity Association of America 0.02% New 600 $17K
Trust Co. of Vermont 0.00% No change 600 $17K
Comerica Bank 0.00% Add +24.8% 504 $15K
Lindbrook Capital, LLC 0.00% No change 403 $12K
CIBC Private Wealth Group LLC 0.00% No change 446 $12K
Covestor Ltd 0.01% Add +62.2% 339 $9K
Harbor Capital Advisors, Inc. 0.00% Add +37.2% 306 $9K
New England Capital Financial Advisors LLC 0.00% No change 300 $9K
Simplex Trading, LLC 0.00% New 244 $7K
GAMMA Investing LLC 0.00% Add +47.4% 168 $5K
Coldstream Capital Management Inc. 0.00% New 167 $5K
VSM Wealth Advisory, LLC 0.00% No change 120 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 88 $3K
Bessemer Group Inc. 0.00% Reduce -8.3% 55 $2K
Allworth Financial LP 0.00% Add +209.5% 65 $2K
CoreCap Advisors, LLC 0.00% New 60 $2K
UMB Bank, n.a. 0.00% No change 60 $2K
Farther Finance Advisors, LLC 0.00% No change 54 $2K
True Wealth Design, LLC 0.00% Add +53.1% 49 $1K
Prime Capital Investment Advisors, LLC 0.00% No change 42 $1K
Nisa Investment Advisors, LLC 0.00% No change 41 $1K
Brooklyn Investment Group 0.00% New 37 $1K
Amundi 0.00% Add +105.3% 39 $1K
Rothschild Investment LLC 0.00% No change 35 $1K
Geneos Wealth Management Inc. 0.00% New 34 $978
EverSource Wealth Advisors, LLC 0.00% Reduce -59.2% 20 $575
Parkside Financial Bank & Trust 0.00% New 15 $432
Stephens Consulting, LLC 0.00% New 15 $432
Caitong International Asset Management Co., Ltd 0.00% New 14 $402
IFP Advisors, Inc 0.00% No change 13 $374
SBI Securities Co., Ltd. 0.00% Reduce -95.2% 5 $144

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