Who owns Amalgamated Financial (AMAL)
Which tracked institutional funds hold AMAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMAL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
62 tracked funds added or opened AMAL while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AMAL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AMAL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AMAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 183 tracked filers holding AMAL, 94 increased or opened the position and 91 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AMAL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- CITADEL ADVISORS LLC$2M
- BOOTHBAY FUND MANAGEMENT, LLC$1M
- Jain Global LLC$734K
- PMC FIG Opportunities LLC$705K
- Weiss Asset Management LP$687K
- Polymer Capital Management (US) LLC$635K
Full exits 10
- LSV ASSET MANAGEMENT$12M
- BESSEMER GROUP INC$6M
- KBC Group NV$4M
- Thrivent Financial for Lutherans$3M
- ACADIAN ASSET MANAGEMENT LLC$2M
- EDMOND DE ROTHSCHILD HOLDING S.A.$2M
Largest adds
- BlackRock, Inc.$22M
- DIMENSIONAL FUND ADVISORS LP$10M
- AMERICAN CENTURY COMPANIES INC$8M
- ALLIANCEBERNSTEIN L.P.$7M
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6M
Largest trims
- ADAGE CAPITAL PARTNERS GP, L.L.C.$6M
- Qube Research & Technologies Ltd$4M
- MARTINGALE ASSET MANAGEMENT L P$2M
- Connor, Clark & Lunn Investment Management Ltd.$1M
- LAZARD ASSET MANAGEMENT LLC$1M
- FMR LLC$955K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,405,902 | $156M | 20.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,407,794 | $65M | 8.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,131,014 | $52M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 830,199 | $38M | 5.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 793,232 | $31M | 4.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 747,707 | $34M | 4.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 700,195 | $32M | 4.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 575,016 | $26M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 536,595 | $25M | 3.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 396,495 | $18M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 396,083 | $18M | 2.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 330,795 | $15M | 2.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 296,484 | $14M | 1.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 222,635 | $10M | 1.3% | 2026-Q2 |
| Nuveen, LLC added | 220,308 | $10M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 205,398 | $9M | 1.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 204,238 | $9M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 179,372 | $8M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 169,300 | $8M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 168,284 | $8M | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 154,367 | $7M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 151,010 | $7M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 140,724 | $6M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 138,448 | $6M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 119,001 | $5M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 117,610 | $5M | 0.7% | 2026-Q2 |
| Trexquant Investment LP trimmed | 113,073 | $5M | 0.7% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC trimmed | 111,678 | $5M | 0.7% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 109,133 | $5M | 0.7% | 2026-Q2 |
| Arjuna Capital added | 106,296 | $5M | 0.6% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 103,401 | $5M | 0.6% | 2026-Q2 |
| CREDIT AGRICOLE S A trimmed | 92,280 | $4M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 91,211 | $4M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 90,374 | $4M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 86,222 | $4M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH | 79,434 | $3M | 0.4% | 2026-Q2 |
| Harrington Investments, INC trimmed | 79,310 | $4M | 0.5% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 77,968 | $4M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 75,098 | $3M | 0.5% | 2026-Q2 |
| Creative Planning added | 73,542 | $3M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 69,030 | $3M | 0.4% | 2026-Q2 |
| Clean Yield Group trimmed | 68,140 | $3M | 0.4% | 2026-Q2 |
| FIGURE 8 INVESTMENT STRATEGIES LLC added | 67,308 | $3M | 0.4% | 2026-Q2 |
| FMR LLC trimmed | 64,246 | $3M | 0.4% | 2026-Q2 |
| UBS Group AG added | 56,077 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 55,206 | $3M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 48,870 | $2M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 48,171 | $2M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 48,148 | $2M | 0.3% | 2026-Q2 |
| Avalon Trust Co trimmed | 47,995 | $2M | 0.3% | 2026-Q2 |
| Abacus Wealth Partners, LLC trimmed | 44,406 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,789 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 40,730 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 38,797 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 37,982 | $2M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 37,042 | $2M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 36,300 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 36,000 | $2M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 34,230 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 32,110 | $1M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 29,684 | $1M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 28,271 | $1M | 0.2% | 2026-Q2 |
| NWAM LLC added | 27,204 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 26,506 | $1M | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC added | 25,830 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 24,727 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 23,237 | $1M | 0.1% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 22,799 | $1M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC | 21,947 | $1M | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 21,394 | $982K | 0.1% | 2026-Q2 |
| Quent Capital, LLC | 20,580 | $945K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 20,562 | $944K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 18,424 | $846K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 18,259 | $838K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 18,238 | $837K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 17,445 | $801K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 17,224 | $791K | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 17,084 | $784K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,002 | $746K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 15,995 | $734K | 0.1% | 2026-Q2 |
| PMC FIG Opportunities LLC new | 15,359 | $705K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,259 | $700K | 0.1% | 2026-Q2 |
| McMillan Office, Inc. | 15,000 | $688K | 0.1% | 2026-Q2 |
| Weiss Asset Management LP new | 14,967 | $687K | 0.1% | 2026-Q2 |
| R Squared Ltd added | 14,334 | $658K | 0.1% | 2026-Q2 |
| Polymer Capital Management (US) LLC new | 13,835 | $635K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 13,526 | $621K | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 13,327 | $612K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 13,300 | $610K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 13,171 | $605K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 13,054 | $599K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 12,042 | $553K | 0.1% | 2026-Q2 |
| PDT Partners, LLC | 11,777 | $541K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 11,493 | $528K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 11,185 | $513K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 10,979 | $504K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 9,800 | $450K | 0.1% | 2026-Q2 |
| Ethic Inc. added | 9,705 | $445K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 9,281 | $426K | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 9,166 | $421K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.