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Institutional Ownership · SEC Form 13F

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.

183
Institutional holders
17M
Shares held (tracked funds)
56.7%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,405,902$156M20.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,407,794$65M8.5%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,131,014$52M6.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added830,199$38M5.0%2026-Q2
ALLIANCEBERNSTEIN L.P. added793,232$31M4.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added747,707$34M4.5%2026-Q2
STATE STREET CORP trimmed700,195$32M4.2%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed575,016$26M3.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed536,595$25M3.2%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed396,495$18M2.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed396,083$18M2.4%2026-Q2
FEDERATED HERMES, INC. added330,795$15M2.0%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added296,484$14M1.8%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added222,635$10M1.3%2026-Q2
Nuveen, LLC added220,308$10M1.3%2026-Q2
NORTHERN TRUST CORP trimmed205,398$9M1.2%2026-Q2
CONGRESS ASSET MANAGEMENT CO added204,238$9M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed179,372$8M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ added169,300$8M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed168,284$8M1.0%2026-Q2
MILLENNIUM MANAGEMENT LLC added154,367$7M0.9%2026-Q2
Bank of New York Mellon Corp trimmed151,010$7M0.9%2026-Q2
Empowered Funds, LLC added140,724$6M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added138,448$6M0.8%2026-Q2
MORGAN STANLEY trimmed119,001$5M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added117,610$5M0.7%2026-Q2
Trexquant Investment LP trimmed113,073$5M0.7%2026-Q2
ISTHMUS PARTNERS, LLC trimmed111,678$5M0.7%2026-Q2
NIA IMPACT ADVISORS, LLC added109,133$5M0.7%2026-Q2
Arjuna Capital added106,296$5M0.6%2026-Q2
GLOBEFLEX CAPITAL L P trimmed103,401$5M0.6%2026-Q2
CREDIT AGRICOLE S A trimmed92,280$4M0.6%2026-Q2
FIRST TRUST ADVISORS LP added91,211$4M0.6%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added90,374$4M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed86,222$4M0.5%2026-Q2
Allianz Asset Management GmbH79,434$3M0.4%2026-Q2
Harrington Investments, INC trimmed79,310$4M0.5%2026-Q2
Brevan Howard Capital Management LP added77,968$4M0.5%2026-Q2
FRANKLIN RESOURCES INC trimmed75,098$3M0.5%2026-Q2
Creative Planning added73,542$3M0.4%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed69,030$3M0.4%2026-Q2
Clean Yield Group trimmed68,140$3M0.4%2026-Q2
FIGURE 8 INVESTMENT STRATEGIES LLC added67,308$3M0.4%2026-Q2
FMR LLC trimmed64,246$3M0.4%2026-Q2
UBS Group AG added56,077$3M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed55,206$3M0.3%2026-Q2
HSBC HOLDINGS PLC added48,870$2M0.3%2026-Q2
BARCLAYS PLC trimmed48,171$2M0.3%2026-Q2
D. E. Shaw & Co., Inc. added48,148$2M0.3%2026-Q2
Avalon Trust Co trimmed47,995$2M0.3%2026-Q2
Abacus Wealth Partners, LLC trimmed44,406$2M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed40,789$2M0.2%2026-Q2
JANE STREET GROUP, LLC trimmed40,730$2M0.2%2026-Q2
AMERIPRISE FINANCIAL INC added38,797$2M0.2%2026-Q2
Point72 Asset Management, L.P. trimmed37,982$2M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added37,042$2M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed36,300$2M0.2%2026-Q2
Swiss National Bank added36,000$2M0.2%2026-Q2
Invesco Ltd. trimmed34,230$2M0.2%2026-Q2
CITIGROUP INC added32,110$1M0.2%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC new29,684$1M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed28,271$1M0.2%2026-Q2
NWAM LLC added27,204$1M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed26,506$1M0.2%2026-Q2
Ballentine Partners, LLC added25,830$1M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added24,727$1M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added23,237$1M0.1%2026-Q2
SummerHaven Investment Management, LLC22,799$1M0.1%2026-Q2
ALGERT GLOBAL LLC21,947$1M0.1%2026-Q2
EntryPoint Capital, LLC21,394$982K0.1%2026-Q2
Quent Capital, LLC20,580$945K0.1%2026-Q2
Legal & General Group Plc added20,562$944K0.1%2026-Q2
Quantinno Capital Management LP added18,424$846K0.1%2026-Q2
DEUTSCHE BANK AG\ added18,259$838K0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added18,238$837K0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed17,445$801K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added17,224$791K0.1%2026-Q2
Allspring Global Investments Holdings, LLC added17,084$784K0.1%2026-Q2
JPMORGAN CHASE & CO added16,002$746K0.1%2026-Q2
Jain Global LLC new15,995$734K0.1%2026-Q2
PMC FIG Opportunities LLC new15,359$705K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)15,259$700K0.1%2026-Q2
McMillan Office, Inc.15,000$688K0.1%2026-Q2
Weiss Asset Management LP new14,967$687K0.1%2026-Q2
R Squared Ltd added14,334$658K0.1%2026-Q2
Polymer Capital Management (US) LLC new13,835$635K0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd added13,526$621K0.1%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP new13,327$612K0.1%2026-Q2
MARSHALL WACE, LLP new13,300$610K0.1%2026-Q2
ALPS ADVISORS INC added13,171$605K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd13,054$599K0.1%2026-Q2
Russell Investments Group, Ltd. added12,042$553K0.1%2026-Q2
PDT Partners, LLC11,777$541K0.1%2026-Q2
MetLife Investment Management, LLC trimmed11,493$528K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed11,185$513K0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed10,979$504K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed9,800$450K0.1%2026-Q2
Ethic Inc. added9,705$445K0.1%2026-Q2
Aquatic Capital Management LLC added9,281$426K0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added9,166$421K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership