Amalgamated FinancialAMAL

13F holders, Q2 2025 (June 30)
176holders −8
19new positions
28sold out
4famous investors
$31.66avg. 13F price*

At the end of Q2 2025, 176 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings, down 8 from Q1 2025. 19 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($105.9M), Vanguard Group Inc. ($43.0M) and Dimensional Fund Advisors LP ($42.2M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions19$31.7M
Exits28$15.1M

All 13F filers, Q1 2025 → Q2 2025: 1,926,869 shares bought and 1,604,173 shares sold, net +322,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 176 holders

BlackRock, Inc. 0.00% Add +7.1% 3,395,610 $105.9M
Vanguard Group Inc. 0.00% Add +9.8% 1,377,823 $43.0M
Dimensional Fund Advisors LP 0.01% Add +2.7% 1,352,288 $42.2M
Macquarie Group Ltd. 0.04% Add +1.8% 945,683 $29.5M
Alliancebernstein L.P. 0.01% Reduce -0.1% 766,789 $23.9M
State Street Corp. 0.00% Reduce -6.5% 734,347 $22.9M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -5.3% 701,573 $21.9M
Geode Capital Management, LLC 0.00% Add +20.2% 608,506 $19.0M
American Century Companies Inc. 0.01% Add +5.0% 552,182 $17.2M
Boston Trust Walden Corp 0.12% New 544,044 $17.0M
First Manhattan Co. Llc. 0.03% Reduce -6.6% 395,675 $12.3M
Alliance Wealth Advisors, LLC 2.45% New 46,391 $10.2M
LSV Asset Management 0.02% Add +11.3% 321,758 $10.0M
Millennium Management 0.01% Add +37.7% 319,158 $10.0M
Bridgeway Capital Management, LLC 0.21% Add +1.1% 286,835 $8.9M
Allianz Asset Management GmbH 0.01% Reduce -27.8% 251,832 $7.9M
Federated Hermes, Inc. 0.01% Add +0.7% 244,222 $7.6M
Qube Research & Technologies Ltd 0.01% Reduce -8.0% 241,375 $7.5M
Northern Trust Corp. 0.00% Add +10.5% 231,592 $7.2M
Nia Impact Advisors, LLC 2.29% Reduce -0.6% 212,145 $6.6M
Barclays PLC 0.00% Add +18.1% 194,315 $6.1M
Goldman Sachs Group Inc. 0.00% Reduce -16.0% 189,579 $5.9M
Morgan Stanley 0.00% Add +5.3% 180,981 $5.6M
Nuveen, LLC 0.00% Add +51.8% 180,288 $5.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -24.9% 179,469 $5.6M
JPMorgan Chase & Co. 0.00% Reduce -30.3% 170,499 $5.3M
Congress Asset Management Co. 0.03% Add +0.1% 159,189 $5.0M
Bank of New York Mellon Corp 0.00% Add +9.5% 154,931 $4.8M
Bank of America Corp. 0.00% Add +37.5% 148,468 $4.6M
T. Rowe Price Associates Inc. 0.00% Add +8.0% 142,694 $4.5M
KBC Group NV 0.01% No change 140,573 $4.4M
Thrivent Financial for Lutherans 0.01% Add +4.7% 140,021 $4.4M
First Trust Advisors LP 0.00% Add +616.8% 132,681 $4.1M
Seizert Capital Partners, LLC 0.16% Add +2.3% 114,825 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +1.9% 112,606 $3.5M
Isthmus Partners, LLC 0.40% Add +0.2% 109,735 $3.4M
Empowered Funds, LLC 0.04% Add +3.1% 104,505 $3.3M
Clean Yield Group 0.97% Reduce -9.1% 103,894 $3.2M
Arjuna Capital 0.79% Reduce -35.8% 95,502 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -6.3% 94,372 $2.9M
Globeflex Capital L P 0.24% No change 93,152 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +35.5% 88,210 $2.8M
Trexquant Investment LP 0.03% Reduce -38.0% 87,535 $2.7M
AQR Capital Management 0.00% Reduce -32.1% 85,308 $2.7M
Figure 8 Investment Strategies LLC 2.54% Reduce -2.1% 83,486 $2.6M
Harrington Investments, INC 1.33% Add +0.4% 80,510 $2.5M
UBS Group AG 0.00% Reduce -10.3% 78,858 $2.5M
Victory Capital Management Inc. 0.00% Add +225.7% 78,140 $2.4M
Elizabeth Park Capital Advisors, Ltd. 2.02% Reduce -22.6% 72,040 $2.2M
Martingale Asset Management L P 0.05% Add +2.0% 67,898 $2.1M
Franklin Resources Inc. 0.00% Reduce -39.9% 66,278 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.8% 64,419 $2.0M
FMR LLC 0.00% Add +6.9% 62,359 $1.9M
Two Sigma Investments, LP 0.00% Reduce -25.6% 57,818 $1.8M
Brandywine Global Investment Management, LLC 0.01% Reduce -3.8% 54,685 $1.7M
Ameriprise Financial Inc. 0.00% Add +2.5% 53,898 $1.7M
Avalon Trust Co 0.11% Reduce -2.2% 49,545 $1.5M
AXA S.A. 0.00% No change 44,855 $1.4M
Principal Financial Group Inc. 0.00% Add +124.0% 43,745 $1.4M
Susquehanna International Group, LLP 0.00% Add +5.8% 42,489 $1.3M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.1% 39,612 $1.2M
Swiss National Bank 0.00% Add +6.7% 38,100 $1.2M
Dark Forest Capital Management LP 0.05% Add +105.5% 37,957 $1.2M
Assenagon Asset Management S.A. 0.00% New 36,922 $1.2M
Invesco Ltd. 0.00% Reduce -70.1% 35,775 $1.1M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -39.8% 35,470 $1.1M
Rhumbline Advisers 0.00% Add +27.9% 35,442 $1.1M
Citigroup Inc. 0.00% Reduce -5.9% 35,200 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -28.6% 34,500 $1.1M
Voloridge Investment Management, LLC 0.00% Add +68.4% 34,484 $1.1M
Prudential Financial Inc. 0.00% Add +4.1% 33,730 $1.1M
SummerHaven Investment Management, LLC 0.60% Add +1.8% 29,222 $912K
Rafferty Asset Management, LLC 0.00% Reduce -16.6% 29,134 $909K
Creative Planning 0.00% Add +10.7% 28,633 $893K
Jane Street Group, LLC 0.00% Reduce -39.2% 26,937 $840K
Teacher Retirement System of Texas 0.00% Reduce -30.5% 25,435 $794K
Los Angeles Capital Management LLC 0.00% Reduce -47.5% 24,902 $777K
California State Teachers Retirement System 0.00% Add +0.7% 23,752 $741K
HSBC Holdings PLC 0.00% Add +55.2% 23,251 $732K
Legal & General Group Plc 0.00% Add +11.6% 21,476 $670K
Campbell & CO Investment Adviser LLC 0.04% Reduce -28.5% 21,281 $664K
Ballentine Partners, LLC 0.01% Add +54.6% 21,235 $663K
Natural Investments, LLC 0.17% Add +3.2% 21,147 $659K
State of Wisconsin Investment Board 0.00% Add +6.4% 20,613 $643K
Bank of Montreal 0.00% Add +21.9% 20,133 $628K
BNP Paribas Financial Markets 0.00% Reduce -33.0% 19,108 $596K
Stifel Financial Corp. 0.00% No change 18,500 $577K
Quantbot Technologies LP 0.01% New 17,981 $561K
Russell Investments Group, Ltd. 0.00% Reduce -4.8% 17,314 $540K
XTX Topco Ltd 0.02% Add +123.3% 16,226 $506K
Wells Fargo & Company 0.00% Add +27.5% 15,232 $475K
Bailard, Inc. 0.01% Reduce -48.2% 14,503 $452K
Allspring Global Investments Holdings, LLC 0.00% New 13,679 $427K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +20.5% 12,834 $400K
Squarepoint Ops LLC 0.00% New 12,519 $391K
Alps Advisors Inc. 0.00% Add +1.2% 12,246 $382K
Brevan Howard Capital Management LP 0.00% New 12,190 $380K
Manufacturers Life Insurance Company, The 0.00% Add +18.6% 12,143 $379K
Sterling Capital Management LLC 0.01% Add +2.8% 12,032 $375K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.8% 11,910 $372K
D. E. Shaw & Co. 0.00% Reduce -48.1% 11,901 $371K
Pathstone Holdings, LLC 0.00% New 11,854 $370K
Penn Capital Management Company, LLC 0.03% Add +2.4% 11,454 $357K
Cambridge Investment Research Advisors, Inc. 0.00% No change 11,323 $353K
Intech Investment Management LLC 0.00% Reduce -17.9% 11,245 $351K
Royal Bank of Canada 0.00% Add +19.3% 10,947 $341K
Sei Investments Co. 0.00% Add +0.6% 10,464 $327K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -12.6% 10,366 $323K
Deutsche Bank AG 0.00% Reduce -19.1% 10,138 $316K
Cubist Systematic Strategies, LLC 0.00% Add +687.3% 9,810 $306K
Envestnet Asset Management Inc. 0.00% Add +0.9% 9,350 $292K
Xponance LLC 0.00% Add +2.0% 8,552 $267K
New York State Common Retirement Fund 0.00% Add +22.6% 8,349 $260K
Truist Financial Corp. 0.00% New 8,195 $256K
Aquatic Capital Management LLC 0.01% Reduce -37.0% 7,991 $249K
EntryPoint Capital, LLC 0.12% New 7,861 $245K
Voya Investment Management LLC 0.00% New 7,711 $241K
Ethic Inc. 0.00% Reduce -35.1% 7,578 $239K
Verition Fund Management LLC 0.00% New 7,556 $236K
Virtus Advisers, LLC 0.15% No change 7,480 $233K
Caldwell Sutter Capital, Inc. 0.10% No change 7,345 $229K
Mariner, LLC 0.00% Reduce -22.1% 7,203 $225K
Inceptionr LLC 0.05% New 7,193 $224K
Atria Investments, Inc 0.00% Add +2.1% 7,149 $223K
Janus Henderson Group PLC 0.00% Reduce -66.2% 6,527 $204K
Public Employees Retirement System of Ohio 0.00% No change 6,081 $190K
Police & Firemen's Retirement System of New Jersey 0.00% Add +38.4% 5,506 $172K
US Bancorp \de 0.00% Add +31.1% 4,383 $137K
DekaBank Deutsche Girozentrale 0.00% No change 4,288 $136K
KLP Kapitalforvaltning As 0.00% Add +51.9% 4,100 $128K
SG Americas Securities, LLC 0.00% Reduce -83.7% 4,046 $126K
Lazard Asset Management LLC 0.00% Reduce -95.3% 3,722 $115K
EMC Capital Management 0.05% New 3,203 $100K
Ameritas Investment Partners, Inc. 0.00% Add +37.2% 2,392 $75K
Tower Research Capital LLC (TRC) 0.00% Add +140.6% 2,014 $63K
Glenmede Investment Management, LP 0.00% — 1,912 $60K
Cwm, LLC 0.00% Reduce -41.3% 1,823 $57K
Point72 Asset Management 0.00% Reduce -89.7% 1,815 $57K
Parallel Advisors, LLC 0.00% Add +1.0% 1,666 $52K
New York State Teachers Retirement System 0.00% No change 1,638 $51K
Signaturefd, LLC 0.00% Add +110.1% 1,523 $48K
Point72 (DIFC) Ltd 0.00% Reduce -56.5% 1,130 $35K
State of Wyoming 0.00% Reduce -69.7% 1,125 $35K
Osaic Holdings, Inc. 0.00% Add +56.8% 1,080 $34K
NewEdge Advisors, LLC 0.00% No change 928 $29K
Versant Capital Management, Inc 0.00% No change 785 $24K
CIBC Private Wealth Group LLC 0.00% Add +68.8% 753 $23K
Amalgamated Bank 0.00% No change 637 $20K
Trust Co. of Vermont 0.00% No change 600 $19K
Comerica Bank 0.00% Add +18.9% 599 $19K
Summit Securities Group LLC 0.01% Reduce -44.1% 500 $16K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 426 $13K
Raymond James Financial Inc. 0.00% Reduce -99.0% 380 $12K
GAMMA Investing LLC 0.00% Add +81.0% 304 $9K
New England Capital Financial Advisors LLC 0.00% No change 300 $9K
Harbor Capital Advisors, Inc. 0.00% Reduce -21.9% 239 $7K
Wilmington Savings Fund Society, FSB 0.00% New 141 $4K
VSM Wealth Advisory, LLC 0.00% Add +0.8% 121 $4K
True Wealth Design, LLC 0.00% Add +79.6% 88 $3K
Rothschild Investment LLC 0.00% Add +142.9% 85 $3K
EverSource Wealth Advisors, LLC 0.00% Add +245.0% 69 $2K
Covestor Ltd 0.00% Reduce -85.3% 50 $2K
Bessemer Group Inc. 0.00% No change 55 $2K
IFP Advisors, Inc 0.00% Add +69.2% 22 $2K
MAI Capital Management 0.00% New 61 $2K
UMB Bank, n.a. 0.00% No change 60 $2K
Farther Finance Advisors, LLC 0.00% No change 54 $2K
Nisa Investment Advisors, LLC 0.00% No change 41 $1K
Allworth Financial LP 0.00% Reduce -47.7% 34 $1K
Geneos Wealth Management Inc. 0.00% Reduce -29.4% 24 $749
Assetmark, Inc. 0.00% New 18 $562
Ameritas Advisory Services, LLC 0.00% New 17 $530
Caitong International Asset Management Co., Ltd 0.00% No change 14 $437
Essential Partners LLC 0.00% — 11 $343
SBI Securities Co., Ltd. 0.00% No change 5 $156
Brooklyn Investment Group 0.00% Reduce -94.6% 2 $63

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