Amalgamated FinancialAMAL

13F holders, Q1 2026 (March 31)
176holders +4
26new positions
20sold out
4famous investors
$38.58avg. 13F price*

At the end of Q1 2026, 176 institutions reported holding Amalgamated Financial Corp. (AMAL) in their 13F filings, up 4 from Q4 2025. 26 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($134.8M), Dimensional Fund Advisors LP ($54.6M) and Nomura Asset Management International Inc. ($46.0M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions26$18.3M
Exits20$11.2M

All 13F filers, Q4 2025 → Q1 2026: 1,352,622 shares bought and 1,236,021 shares sold, net +116,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 176 holders

BlackRock, Inc. 0.00% Reduce -0.6% 3,466,868 $134.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.3% 1,404,730 $54.6M
Nomura Asset Management International Inc. 0.08% Add +40.0% 1,182,663 $46.0M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -11.9% 840,108 $32.7M
Vanguard Capital Management LLC 0.00% — 821,593 $31.9M
State Street Corp. 0.00% Add +2.1% 748,934 $29.1M
American Century Companies Inc. 0.01% Add +9.2% 667,004 $25.9M
Alliancebernstein L.P. 0.01% Add +18.0% 751,424 $24.1M
Geode Capital Management, LLC 0.00% Reduce -8.4% 571,090 $22.2M
Vanguard Portfolio Management LLC 0.00% — 443,978 $17.3M
First Manhattan Co. Llc. 0.04% Reduce -1.0% 402,775 $15.7M
Federated Hermes, Inc. 0.02% Add +11.9% 324,539 $12.6M
LSV Asset Management 0.03% Reduce -0.3% 313,358 $12.2M
Bridgeway Capital Management, LLC 0.23% Add +1.9% 290,102 $11.3M
Northern Trust Corp. 0.00% Add +3.2% 221,535 $8.6M
Nuveen, LLC 0.00% Reduce -0.5% 212,825 $8.3M
Goldman Sachs Group Inc. 0.00% Reduce -37.3% 185,329 $7.2M
T. Rowe Price Associates Inc. 0.00% Add +12.6% 180,402 $7.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.4% 176,751 $6.9M
Congress Asset Management Co. 0.05% Add +16.5% 173,585 $6.7M
Bank of America Corp. 0.00% Add +9.7% 164,680 $6.4M
Bank of New York Mellon Corp 0.00% Reduce -6.5% 156,243 $6.1M
Bessemer Group Inc. 0.01% Add +46.6% 150,263 $5.8M
Trexquant Investment LP 0.04% Add +101.0% 140,268 $5.5M
Vanguard Fiduciary Trust Co. 0.00% — 136,581 $5.3M
Morgan Stanley 0.00% Reduce -13.3% 135,135 $5.3M
Empowered Funds, LLC 0.03% New 134,342 $5.2M
AQR Capital Management 0.00% Add +29.5% 116,362 $4.5M
Isthmus Partners, LLC 0.46% Reduce -2.9% 112,570 $4.4M
Two Sigma Investments, LP 0.00% Reduce -15.9% 110,628 $4.3M
Globeflex Capital L P 0.63% No change 106,947 $4.2M
KBC Group NV 0.01% Reduce -22.7% 102,431 $4.0M
Qube Research & Technologies Ltd 0.01% Reduce -42.4% 102,075 $4.0M
Arjuna Capital 0.99% Add +1.7% 100,471 $3.9M
FMR LLC 0.00% Add +9.1% 100,424 $3.9M
Nia Impact Advisors, LLC 1.67% Reduce -19.1% 96,393 $3.7M
Credit Agricole S A 0.01% Reduce -15.1% 93,473 $3.6M
Millennium Management 0.00% Reduce -7.6% 90,849 $3.5M
Victory Capital Management Inc. 0.00% Reduce -0.0% 90,224 $3.5M
Harrington Investments, INC 1.65% Reduce -0.9% 80,860 $3.1M
Franklin Resources Inc. 0.00% Add +25.6% 80,051 $3.1M
Allianz Asset Management GmbH 0.00% Reduce -18.1% 79,434 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +7.4% 76,933 $3.0M
Clean Yield Group 0.80% Reduce -20.5% 73,548 $2.9M
Abacus Wealth Partners, LLC 0.25% Add +5.7% 69,309 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -36.1% 67,671 $2.6M
Creative Planning 0.00% Add +14.6% 66,728 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -45.8% 66,580 $2.6M
Figure 8 Investment Strategies LLC 2.51% Reduce -18.9% 66,099 $2.6M
Point72 Asset Management 0.00% Add +143.1% 63,170 $2.5M
Martingale Asset Management L P 0.06% Reduce -25.1% 58,961 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.4% 56,128 $2.2M
Acadian Asset Management LLC 0.00% New 53,592 $2.1M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -25.3% 52,083 $2.0M
Barclays PLC 0.00% Reduce -41.0% 50,956 $2.0M
Jane Street Group, LLC 0.00% New 48,773 $1.9M
Avalon Trust Co 0.13% Reduce -1.5% 48,685 $1.9M
Lazard Asset Management LLC 0.00% Reduce -11.6% 47,473 $1.8M
ExodusPoint Capital Management, LP 0.02% New 46,697 $1.8M
Invesco Ltd. 0.00% Reduce -1.3% 41,161 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 38,474 $1.5M
HSBC Holdings PLC 0.00% Reduce -27.0% 38,393 $1.5M
UBS Group AG 0.00% Reduce -1.7% 38,011 $1.5M
D. E. Shaw & Co. 0.00% Reduce -18.7% 36,771 $1.4M
Prudential Financial Inc. 0.00% Add +6.3% 36,425 $1.4M
Swiss National Bank 0.00% No change 35,600 $1.4M
Principal Financial Group Inc. 0.00% Reduce -18.2% 34,552 $1.3M
Rhumbline Advisers 0.00% Reduce -1.0% 28,360 $1.1M
Citigroup Inc. 0.00% Reduce -15.9% 26,018 $1.0M
Ballentine Partners, LLC 0.01% Add +4.8% 25,381 $987K
HRT Financial LP 0.00% New 23,710 $921K
Bank of Montreal 0.00% Add +10.9% 23,078 $897K
SummerHaven Investment Management, LLC 0.54% Reduce -10.7% 22,799 $886K
First Trust Advisors LP 0.00% Add +3.2% 22,293 $867K
Natural Investments, LLC 0.21% Reduce -1.1% 22,239 $864K
Algert Global LLC 0.01% No change 21,947 $853K
Susquehanna International Group, LLP 0.00% New 21,891 $851K
Vanguard Global Advisers, LLC 0.00% — 21,680 $843K
EntryPoint Capital, LLC 0.24% No change 21,394 $832K
Quent Capital, LLC 0.06% No change 20,580 $800K
Deutsche Bank AG 0.00% Add +36.1% 17,927 $697K
Wells Fargo & Company 0.00% Reduce -30.6% 17,871 $695K
Rafferty Asset Management, LLC 0.00% Reduce -22.3% 17,548 $682K
Nwam LLC 0.04% New 17,329 $674K
Brooklyn Investment Group 0.02% New 16,756 $651K
Allspring Global Investments Holdings, LLC 0.00% Add +11.5% 16,547 $643K
California State Teachers Retirement System 0.00% Reduce -1.0% 16,416 $638K
Legal & General Group Plc 0.00% Reduce -21.7% 16,141 $627K
JPMorgan Chase & Co. 0.00% Reduce -74.2% 15,767 $603K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +26.4% 15,259 $593K
McMillan Office, Inc. 0.07% No change 15,000 $583K
Stifel Financial Corp. 0.00% Reduce -23.5% 14,300 $556K
R Squared Ltd 0.28% Reduce -12.2% 13,293 $517K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 13,054 $507K
Alps Advisors Inc. 0.00% New 13,000 $505K
MetLife Investment Management, LLC 0.00% Reduce -10.1% 12,664 $492K
Engineers Gate Manager LP 0.01% Reduce -16.3% 12,437 $483K
XTX Topco Ltd 0.01% New 12,381 $481K
PDT Partners, LLC 0.03% No change 11,777 $458K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 11,330 $440K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.3% 10,783 $419K
Manufacturers Life Insurance Company, The 0.00% Add +51.7% 10,549 $410K
Teacher Retirement System of Texas 0.00% New 10,100 $393K
Integrated Quantitative Investments LLC 0.07% Add +9.2% 10,091 $392K
Quantinno Capital Management LP 0.00% New 9,780 $380K
Xponance LLC 0.00% Reduce -12.1% 9,508 $370K
Brevan Howard Capital Management LP 0.00% New 9,139 $355K
New York State Common Retirement Fund 0.00% No change 8,349 $325K
Mariner, LLC 0.00% Add +8.0% 8,102 $315K
Hillsdale Investment Management Inc. 0.01% New 8,010 $311K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +5.3% 7,966 $310K
Ethic Inc. 0.00% Add +4.3% 7,556 $294K
BNP Paribas Financial Markets 0.00% Reduce -50.4% 7,524 $292K
Caldwell Sutter Capital, Inc. 0.12% No change 7,345 $286K
LPL Financial LLC 0.00% Add +6.0% 7,115 $277K
Cornerstone Investment Partners, LLC 0.01% New 7,090 $276K
Sei Investments Co. 0.00% New 6,885 $268K
SG Americas Securities, LLC 0.00% Reduce -49.5% 6,853 $266K
Intech Investment Management LLC 0.00% Reduce -23.8% 6,834 $266K
Captrust Financial Advisors 0.00% Add +2.7% 6,798 $264K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,543 $254K
Janus Henderson Group PLC 0.00% No change 6,527 $254K
PFG Investments, LLC 0.01% New 6,425 $250K
Canada Pension Plan Investment Board 0.00% No change 6,200 $241K
Mercer Global Advisors Inc. 0.00% New 6,089 $237K
Swiss Life Asset Management Ltd 0.00% New 5,556 $216K
GeoWealth Management, LLC 0.01% New 5,490 $213K
Vanguard Investments Australia, Ltd. 0.00% — 4,326 $168K
DekaBank Deutsche Girozentrale 0.00% No change 4,288 $168K
Los Angeles Capital Management LLC 0.00% New 4,158 $162K
KLP Kapitalforvaltning As 0.00% No change 4,100 $159K
US Bancorp \de 0.00% Add +1.6% 3,684 $143K
Parallel Advisors, LLC 0.00% Add +42.6% 3,216 $125K
Quadrant Capital Group LLC 0.00% No change 3,136 $122K
Kemnay Advisory Services Inc. 0.01% New 2,272 $88K
Cwm, LLC 0.00% Add +13.0% 2,124 $83K
Tower Research Capital LLC (TRC) 0.00% Add +68.7% 2,107 $82K
Ameritas Investment Partners, Inc. 0.00% No change 1,957 $76K
Russell Investments Group, Ltd. 0.00% Reduce -3.6% 1,800 $70K
Signaturefd, LLC 0.00% Add +1.6% 1,645 $64K
Royal Bank of Canada 0.00% Add +143.8% 1,485 $57K
Arax Advisory Partners 0.00% Add +0.2% 1,272 $49K
State of Alaska, Department of Revenue 0.00% No change 1,216 $47K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +33.4% 899 $35K
Sterling Capital Management LLC 0.00% Reduce -42.6% 761 $30K
Rockefeller Capital Management L.P. 0.00% No change 614 $24K
Fifth Third Bancorp 0.00% New 426 $17K
Daytona Street Capital LLC 0.01% Reduce -92.6% 400 $16K
Harbor Capital Advisors, Inc. 0.00% Add +43.0% 339 $13K
GAMMA Investing LLC 0.00% Add +5.5% 327 $13K
New England Capital Financial Advisors LLC 0.00% No change 300 $12K
Nisa Investment Advisors, LLC 0.00% Add +5.6% 263 $10K
Covestor Ltd 0.01% Reduce -7.0% 278 $10K
Farther Finance Advisors, LLC 0.00% Add +7.9% 246 $10K
Osaic Holdings, Inc. 0.00% Reduce -16.6% 246 $10K
Harbour Investments, Inc. 0.00% Add +44.0% 226 $9K
Larson Financial Group LLC 0.00% No change 152 $6K
Smartleaf Asset Management LLC 0.00% Add +148.2% 139 $5K
Blue Trust, Inc. 0.00% No change 125 $5K
VSM Wealth Advisory, LLC 0.00% Add +0.8% 123 $5K
Allworth Financial LP 0.00% Add +33.8% 103 $4K
Jones Financial Companies LLLP 0.00% New 100 $4K
MAI Capital Management 0.00% Add +26.6% 81 $3K
Rothschild Investment LLC 0.00% Add +8.0% 81 $3K
EverSource Wealth Advisors, LLC 0.00% Add +158.1% 80 $3K
Essential Partners LLC 0.00% No change 77 $3K
True Wealth Design, LLC 0.00% No change 65 $3K
UMB Bank, n.a. 0.00% No change 60 $2K
Quantbot Technologies LP 0.00% Reduce -95.6% 45 $2K
Physician Wealth Advisors, Inc. 0.00% No change 35 $1K
Root Financial Partners, LLC 0.00% New 32 $1K
Assetmark, Inc. 0.00% No change 18 $700
Caitong International Asset Management Co., Ltd 0.00% Reduce -94.8% 8 $311
IFP Advisors, Inc 0.00% Reduce -14.3% 6 $233
PNC Financial Services Group, Inc. 0.00% No change 5 $194
GHP Investment Advisors, Inc. 0.00% New 1 $39

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