Amalgamated FinancialAMAL

13F holders, Q4 2025 (December 31)
172holders +10
28new positions
22sold out
5famous investors
$32.03avg. 13F price*

At the end of Q4 2025, 172 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings, up 10 from Q3 2025. 28 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($111.7M), Vanguard Group Inc. ($45.9M) and Dimensional Fund Advisors LP ($45.2M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$16.2M
Exits22$50.8M

All 13F filers, Q3 2025 → Q4 2025: 1,450,922 shares bought and 2,910,954 shares sold, net −1,460,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 172 holders

BlackRock, Inc. 0.00% Add +4.9% 3,486,654 $111.7M
Vanguard Group Inc. 0.00% Add +3.5% 1,434,372 $45.9M
Dimensional Fund Advisors LP 0.01% Add +0.2% 1,409,711 $45.2M
Adage Capital Partners Gp, L.L.C. 0.05% Add +14.5% 953,859 $30.6M
Nomura Asset Management International Inc. 0.04% — 845,054 $27.1M
State Street Corp. 0.00% Reduce -4.8% 733,293 $23.5M
Alliancebernstein L.P. 0.01% Reduce -0.4% 636,964 $20.4M
Geode Capital Management, LLC 0.00% Reduce -1.1% 623,820 $20.0M
American Century Companies Inc. 0.01% Add +3.7% 610,826 $19.6M
First Manhattan Co. Llc. 0.03% Add +2.4% 407,025 $13.0M
LSV Asset Management 0.02% No change 314,358 $10.1M
Goldman Sachs Group Inc. 0.00% Add +78.0% 295,670 $9.5M
Federated Hermes, Inc. 0.02% Add +17.9% 289,895 $9.3M
Bridgeway Capital Management, LLC 0.19% Reduce -4.6% 284,604 $9.1M
Northern Trust Corp. 0.00% Reduce -8.0% 214,589 $6.9M
Nuveen, LLC 0.00% Add +24.1% 213,898 $6.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 182,933 $5.9M
Qube Research & Technologies Ltd 0.01% Reduce -34.9% 177,127 $5.7M
Bank of New York Mellon Corp 0.00% Add +7.1% 167,007 $5.3M
T. Rowe Price Associates Inc. 0.00% Reduce -15.4% 160,243 $5.1M
Morgan Stanley 0.00% Reduce -2.3% 155,838 $5.0M
Bank of America Corp. 0.00% Reduce -12.6% 150,059 $4.8M
Congress Asset Management Co. 0.03% Reduce -6.1% 148,943 $4.8M
KBC Group NV 0.01% No change 132,449 $4.2M
Two Sigma Investments, LP 0.01% Add +32.7% 131,528 $4.2M
Thrivent Financial for Lutherans 0.01% Reduce -22.3% 122,929 $3.9M
Nia Impact Advisors, LLC 1.28% Reduce -3.7% 119,156 $3.8M
Isthmus Partners, LLC 0.41% Add +0.7% 115,903 $3.7M
Credit Agricole S A 0.01% Add +5.3% 110,057 $3.5M
Globeflex Capital L P 0.52% Add +14.8% 106,947 $3.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -4.8% 105,987 $3.4M
Bessemer Group Inc. 0.01% Add +186250.9% 102,493 $3.3M
Arjuna Capital 0.78% Reduce -1.0% 98,768 $3.2M
Millennium Management 0.00% Reduce -81.2% 98,343 $3.1M
Allianz Asset Management GmbH 0.00% Reduce -2.6% 97,044 $3.1M
Clean Yield Group 0.82% Reduce -7.8% 92,521 $3.0M
FMR LLC 0.00% Add +28.7% 92,081 $2.9M
Victory Capital Management Inc. 0.00% Reduce -6.8% 90,247 $2.9M
AQR Capital Management 0.00% Add +11.7% 89,826 $2.9M
Barclays PLC 0.00% Add +35.1% 86,316 $2.8M
Harrington Investments, INC 1.31% Add +1.3% 81,560 $2.6M
Figure 8 Investment Strategies LLC 2.32% Reduce -3.5% 81,464 $2.6M
Martingale Asset Management L P 0.06% Add +5.0% 78,725 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +13.4% 71,633 $2.3M
Trexquant Investment LP 0.02% New 69,773 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -4.4% 69,734 $2.2M
Citadel Advisors 0.00% New 68,324 $2.2M
Abacus Wealth Partners, LLC 0.21% New 65,566 $2.1M
Franklin Resources Inc. 0.00% Reduce -1.4% 63,731 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -37.8% 61,213 $2.0M
Creative Planning 0.00% Add +164.6% 58,218 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.2% 55,894 $1.8M
Lazard Asset Management LLC 0.00% New 53,724 $1.7M
HSBC Holdings PLC 0.00% Add +123.8% 52,596 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -21.0% 51,042 $1.6M
Avalon Trust Co 0.10% No change 49,435 $1.6M
D. E. Shaw & Co. 0.00% Add +17.9% 45,217 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -2.6% 45,100 $1.4M
Principal Financial Group Inc. 0.00% Add +45.8% 42,223 $1.4M
Invesco Ltd. 0.00% Add +3.1% 41,687 $1.3M
Ameriprise Financial Inc. 0.00% Add +0.1% 38,875 $1.2M
UBS Group AG 0.00% Reduce -48.9% 38,669 $1.2M
Verition Fund Management LLC 0.01% Reduce -18.6% 35,722 $1.1M
Swiss National Bank 0.00% Reduce -6.6% 35,600 $1.1M
Prudential Financial Inc. 0.00% Add +1.5% 34,255 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -7.4% 33,105 $1.1M
AlphaQuest LLC 0.06% Add +8.4% 32,567 $1.0M
Citigroup Inc. 0.00% Reduce -6.7% 30,925 $991K
Versor Investments LP 0.15% New 29,200 $935K
Rhumbline Advisers 0.00% Reduce -17.9% 28,646 $918K
Point72 Asset Management 0.00% New 25,988 $832K
Wells Fargo & Company 0.00% Add +43.5% 25,770 $825K
SummerHaven Investment Management, LLC 0.46% No change 25,541 $818K
Ballentine Partners, LLC 0.01% Add +14.4% 24,214 $776K
Jump Financial, LLC 0.01% New 24,015 $769K
Rafferty Asset Management, LLC 0.00% Reduce -35.7% 22,594 $724K
Natural Investments, LLC 0.18% Add +14.3% 22,477 $719K
Algert Global LLC 0.01% New 21,947 $703K
First Trust Advisors LP 0.00% Reduce -84.3% 21,608 $692K
EntryPoint Capital, LLC 0.27% Add +53.9% 21,394 $685K
Bank of Montreal 0.00% Add +3.4% 20,807 $666K
Legal & General Group Plc 0.00% Reduce -0.4% 20,608 $660K
Quent Capital, LLC 0.05% New 20,580 $659K
Stifel Financial Corp. 0.00% No change 18,700 $599K
Balyasny Asset Management L.P. 0.00% New 18,210 $583K
California State Teachers Retirement System 0.00% Reduce -10.9% 16,588 $531K
Bailard, Inc. 0.01% Add +75.2% 16,303 $522K
BNP Paribas Financial Markets 0.00% Add +0.7% 15,183 $486K
R Squared Ltd 0.23% New 15,133 $485K
Inceptionr LLC 0.13% Add +66.3% 15,060 $482K
McMillan Office, Inc. 0.06% — 15,000 $480K
Engineers Gate Manager LP 0.01% Reduce -35.5% 14,850 $476K
Allspring Global Investments Holdings, LLC 0.00% Add +9.6% 14,842 $475K
MetLife Investment Management, LLC 0.00% No change 14,082 $451K
SG Americas Securities, LLC 0.00% Add +11.2% 13,565 $434K
Deutsche Bank AG 0.00% Reduce -1.0% 13,167 $422K
Y-Intercept (Hong Kong) Ltd 0.01% New 12,693 $407K
Squarepoint Ops LLC 0.00% Add +45.4% 12,279 $393K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.3% 12,072 $387K
PDT Partners, LLC 0.02% New 11,777 $377K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -47.3% 11,590 $371K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 11,326 $363K
Xponance LLC 0.00% New 10,817 $346K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.1% 10,649 $341K
Campbell & CO Investment Adviser LLC 0.02% Reduce -53.5% 10,339 $331K
Integrated Quantitative Investments LLC 0.06% New 9,242 $296K
Intech Investment Management LLC 0.00% Reduce -22.9% 8,966 $287K
New York State Common Retirement Fund 0.00% No change 8,349 $267K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -10.6% 7,566 $242K
Mariner, LLC 0.00% New 7,505 $240K
Caldwell Sutter Capital, Inc. 0.10% No change 7,345 $235K
Ethic Inc. 0.00% New 7,247 $232K
Oxford Financial Group, LTD. LLC 0.01% New 7,101 $227K
Manufacturers Life Insurance Company, The 0.00% Reduce -12.5% 6,952 $223K
LPL Financial LLC 0.00% New 6,715 $215K
Captrust Financial Advisors 0.00% New 6,621 $212K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,543 $210K
Janus Henderson Group PLC 0.00% New 6,527 $209K
Canada Pension Plan Investment Board 0.00% New 6,200 $199K
Daytona Street Capital LLC 0.13% — 5,400 $173K
KLP Kapitalforvaltning As 0.00% No change 4,100 $131K
US Bancorp \de 0.00% Reduce -13.0% 3,627 $116K
DekaBank Deutsche Girozentrale 0.00% No change 4,288 $116K
Aquatic Capital Management LLC 0.00% Reduce -69.2% 3,384 $108K
Quadrant Capital Group LLC 0.00% Add +11.1% 3,136 $100K
EMC Capital Management 0.04% Reduce -15.0% 2,723 $87K
Parallel Advisors, LLC 0.00% Reduce -22.4% 2,255 $72K
Ameritas Investment Partners, Inc. 0.00% No change 1,957 $63K
Cwm, LLC 0.00% Add +41.3% 1,880 $60K
Russell Investments Group, Ltd. 0.00% Reduce -4.7% 1,868 $60K
Signaturefd, LLC 0.00% Add +6.3% 1,619 $52K
Sterling Capital Management LLC 0.00% Reduce -18.0% 1,325 $42K
Arax Advisory Partners 0.00% Add +187.1% 1,269 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -0.4% 1,249 $40K
State of Alaska, Department of Revenue 0.00% No change 1,216 $38K
Quantbot Technologies LP 0.00% Reduce -94.3% 1,020 $33K
Amalgamated Bank 0.00% Add +13.3% 722 $23K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +37.5% 674 $22K
Royal Bank of Canada 0.00% Reduce -4.8% 609 $20K
Rockefeller Capital Management L.P. 0.00% Add +6.0% 614 $20K
Comerica Bank 0.00% Reduce -22.5% 462 $15K
Covestor Ltd 0.01% Add +1.4% 299 $10K
GAMMA Investing LLC 0.00% Add +2.0% 310 $10K
New England Capital Financial Advisors LLC 0.00% No change 300 $10K
Osaic Holdings, Inc. 0.00% Reduce -52.3% 295 $9K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 237 $8K
Nisa Investment Advisors, LLC 0.00% Add +507.3% 249 $8K
Farther Finance Advisors, LLC 0.00% Add +2750.0% 228 $7K
CIBC Private Wealth Group LLC 0.00% Reduce -61.9% 194 $6K
Eurizon Capital SGR S.p.A. 0.00% — 178 $6K
Harbour Investments, Inc. 0.00% No change 157 $5K
Caitong International Asset Management Co., Ltd 0.00% Add +3750.0% 154 $5K
Larson Financial Group LLC 0.00% New 152 $5K
Blue Trust, Inc. 0.00% New 125 $4K
VSM Wealth Advisory, LLC 0.00% No change 122 $4K
Optiver Holding B.V. 0.00% Reduce -30.5% 114 $4K
Trust Co. of Vermont 0.00% No change 94 $3K
Allworth Financial LP 0.00% Add +11.6% 77 $2K
Essential Partners LLC 0.00% Add +83.3% 77 $2K
Rothschild Investment LLC 0.00% Add +50.0% 75 $2K
True Wealth Design, LLC 0.00% Reduce -3.0% 65 $2K
MAI Capital Management 0.00% Add +45.5% 64 $2K
UMB Bank, n.a. 0.00% No change 60 $2K
Smartleaf Asset Management LLC 0.00% New 56 $2K
Physician Wealth Advisors, Inc. 0.00% New 35 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -49.2% 31 $993
Assetmark, Inc. 0.00% No change 18 $577
Global Retirement Partners, LLC 0.00% New 10 $320
IFP Advisors, Inc 0.00% Reduce -82.0% 7 $224
PNC Financial Services Group, Inc. 0.00% New 5 $160
SBI Securities Co., Ltd. 0.00% No change 5 $160
Turning Point Benefit Group, Inc. 0.00% No change 3 $96

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