Who owns Amalgamated Financial Corp. (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-Q1 13F filings. 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
The tracked-fund tape on AMAL is one-sided between 2025-Q4 and 2026-Q1: 55 added or opened and 18 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 175 tracked filers holding AMAL, 87 increased or opened the position and 90 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 13
- VANGUARD CAPITAL MANAGEMENT LLC$32M
- VANGUARD PORTFOLIO MANAGEMENT LLC$17M
- VANGUARD FIDUCIARY TRUST CO$5M
- ACADIAN ASSET MANAGEMENT LLC$2M
- JANE STREET GROUP, LLC$2M
- ExodusPoint Capital Management, LP$2M
Full exits 11
- VANGUARD GROUP INC$41M
- CITADEL ADVISORS LLC$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- TWO SIGMA ADVISERS, LP$1M
- Verition Fund Management LLC$1M
- Assenagon Asset Management S.A.$1M
Largest adds
- BlackRock, Inc.$23M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19M
- DIMENSIONAL FUND ADVISORS LP$9M
- AMERICAN CENTURY COMPANIES INC$6M
- STATE STREET CORP$6M
- ALLIANCEBERNSTEIN L.P.$4M
Largest trims
- GOLDMAN SACHS GROUP INC$2M
- Qube Research & Technologies Ltd$2M
- JPMORGAN CHASE & CO$1M
- Thrivent Financial for Lutherans$1M
- BARCLAYS PLC$784K
- Connor, Clark & Lunn Investment Management Ltd.$764K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,466,868 | $135M | 17.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,404,730 | $55M | 6.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,182,663 | $46M | 5.8% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 840,108 | $33M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 821,593 | $32M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 748,934 | $29M | 3.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 667,004 | $26M | 3.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 751,424 | $24M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 571,090 | $22M | 2.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 443,978 | $17M | 2.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 402,775 | $16M | 2.0% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 324,539 | $13M | 1.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 313,358 | $12M | 1.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 290,102 | $11M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 221,535 | $9M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 212,825 | $8M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 185,329 | $7M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 180,402 | $7M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 176,751 | $7M | 0.9% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 173,585 | $7M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 164,680 | $6M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 156,243 | $6M | 0.8% | 2026-Q1 |
| BESSEMER GROUP INC added | 150,263 | $6M | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 140,268 | $5M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 136,581 | $5M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 135,135 | $5M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 134,342 | $5M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 115,356 | $4M | 0.6% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 112,570 | $4M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 110,628 | $4M | 0.5% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 106,947 | $4M | 0.5% | 2026-Q1 |
| KBC Group NV trimmed | 102,431 | $4M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 102,075 | $4M | 0.5% | 2026-Q1 |
| Arjuna Capital added | 100,471 | $4M | 0.5% | 2026-Q1 |
| FMR LLC added | 100,424 | $4M | 0.5% | 2026-Q1 |
| NIA IMPACT ADVISORS, LLC trimmed | 96,393 | $4M | 0.5% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 93,473 | $4M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 90,849 | $4M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 90,224 | $4M | 0.4% | 2026-Q1 |
| Harrington Investments, INC trimmed | 80,860 | $3M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 80,051 | $3M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 79,434 | $3M | 0.4% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 76,933 | $3M | 0.4% | 2026-Q1 |
| Clean Yield Group trimmed | 73,548 | $3M | 0.4% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 69,309 | $3M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 67,671 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 66,728 | $3M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 66,580 | $3M | 0.3% | 2026-Q1 |
| FIGURE 8 INVESTMENT STRATEGIES LLC trimmed | 66,099 | $3M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 63,170 | $2M | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 58,961 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 56,128 | $2M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 53,592 | $2M | 0.3% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 52,083 | $2M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 50,956 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 48,773 | $2M | 0.2% | 2026-Q1 |
| Avalon Trust Co trimmed | 48,685 | $2M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 47,473 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 46,697 | $2M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 41,161 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 38,474 | $1M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 38,393 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 38,011 | $1M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 36,771 | $1M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 36,425 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 35,600 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 34,552 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 28,360 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 26,018 | $1M | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC added | 25,381 | $987K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 23,710 | $921K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 23,078 | $897K | 0.1% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 22,799 | $886K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 22,293 | $867K | 0.1% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC trimmed | 22,239 | $864K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC | 21,947 | $853K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,891 | $851K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 21,680 | $843K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC | 21,394 | $832K | 0.1% | 2026-Q1 |
| Quent Capital, LLC | 20,580 | $800K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,268,155 | $41M | 5.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 873,669 | $24M | 3.0% | 2025-Q3 stale |
| Boston Trust Walden Corp trimmed | 536,161 | $15M | 1.8% | 2025-Q3 stale |
| Alliance Wealth Advisors, LLC /UT new | 46,391 | $10M | 1.3% | 2025-Q2 stale |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 242,155 | $7M | 0.9% | 2025-Q1 stale |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 112,726 | $3M | 0.4% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 84,171 | $2M | 0.3% | 2025-Q1 stale |
| Elizabeth Park Capital Advisors, Ltd. trimmed | 72,040 | $2M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 68,324 | $2M | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 51,042 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 45,100 | $1M | 0.2% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 52,685 | $1M | 0.2% | 2025-Q3 stale |
| AXA S.A. | 44,855 | $1M | 0.2% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 39,612 | $1M | 0.2% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 37,957 | $1M | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 35,722 | $1M | 0.1% | 2025-Q4 stale |
| Assenagon Asset Management S.A. trimmed | 33,105 | $1M | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 32,567 | $1M | 0.1% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC trimmed | 33,295 | $957K | 0.1% | 2025-Q1 stale |
| Versor Investments LP new | 29,200 | $935K | 0.1% | 2025-Q4 stale |
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.