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Institutional Ownership · SEC Form 13F

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.

175
Institutional holders
18M
Shares held (tracked funds)
60.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,466,868$135M17.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,404,730$55M6.9%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,182,663$46M5.8%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed840,108$33M4.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new821,593$32M4.0%2026-Q1
STATE STREET CORP added748,934$29M3.7%2026-Q1
AMERICAN CENTURY COMPANIES INC added667,004$26M3.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added751,424$24M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed571,090$22M2.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new443,978$17M2.2%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed402,775$16M2.0%2026-Q1
FEDERATED HERMES, INC. added324,539$13M1.6%2026-Q1
LSV ASSET MANAGEMENT trimmed313,358$12M1.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added290,102$11M1.4%2026-Q1
NORTHERN TRUST CORP added221,535$9M1.1%2026-Q1
Nuveen, LLC trimmed212,825$8M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed185,329$7M0.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added180,402$7M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed176,751$7M0.9%2026-Q1
CONGRESS ASSET MANAGEMENT CO added173,585$7M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added164,680$6M0.8%2026-Q1
Bank of New York Mellon Corp trimmed156,243$6M0.8%2026-Q1
BESSEMER GROUP INC added150,263$6M0.7%2026-Q1
Trexquant Investment LP added140,268$5M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new136,581$5M0.7%2026-Q1
MORGAN STANLEY trimmed135,135$5M0.7%2026-Q1
Empowered Funds, LLC added134,342$5M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added115,356$4M0.6%2026-Q1
ISTHMUS PARTNERS, LLC trimmed112,570$4M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed110,628$4M0.5%2026-Q1
GLOBEFLEX CAPITAL L P106,947$4M0.5%2026-Q1
KBC Group NV trimmed102,431$4M0.5%2026-Q1
Qube Research & Technologies Ltd trimmed102,075$4M0.5%2026-Q1
Arjuna Capital added100,471$4M0.5%2026-Q1
FMR LLC added100,424$4M0.5%2026-Q1
NIA IMPACT ADVISORS, LLC trimmed96,393$4M0.5%2026-Q1
CREDIT AGRICOLE S A trimmed93,473$4M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed90,849$4M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed90,224$4M0.4%2026-Q1
Harrington Investments, INC trimmed80,860$3M0.4%2026-Q1
FRANKLIN RESOURCES INC added80,051$3M0.4%2026-Q1
Allianz Asset Management GmbH trimmed79,434$3M0.4%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added76,933$3M0.4%2026-Q1
Clean Yield Group trimmed73,548$3M0.4%2026-Q1
Abacus Wealth Partners, LLC added69,309$3M0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed67,671$3M0.3%2026-Q1
Creative Planning added66,728$3M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed66,580$3M0.3%2026-Q1
FIGURE 8 INVESTMENT STRATEGIES LLC trimmed66,099$3M0.3%2026-Q1
Point72 Asset Management, L.P. added63,170$2M0.3%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed58,961$2M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added56,128$2M0.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added53,592$2M0.3%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. trimmed52,083$2M0.3%2026-Q1
BARCLAYS PLC trimmed50,956$2M0.2%2026-Q1
JANE STREET GROUP, LLC added48,773$2M0.2%2026-Q1
Avalon Trust Co trimmed48,685$2M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed47,473$2M0.2%2026-Q1
ExodusPoint Capital Management, LP added46,697$2M0.2%2026-Q1
Invesco Ltd. trimmed41,161$2M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed38,474$1M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed38,393$1M0.2%2026-Q1
UBS Group AG trimmed38,011$1M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed36,771$1M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added36,425$1M0.2%2026-Q1
Swiss National Bank35,600$1M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed34,552$1M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed28,360$1M0.1%2026-Q1
CITIGROUP INC trimmed26,018$1M0.1%2026-Q1
Ballentine Partners, LLC added25,381$987K0.1%2026-Q1
HRT FINANCIAL LP added23,710$921K0.1%2026-Q1
BANK OF MONTREAL /CAN/ added23,078$897K0.1%2026-Q1
SummerHaven Investment Management, LLC trimmed22,799$886K0.1%2026-Q1
FIRST TRUST ADVISORS LP added22,293$867K0.1%2026-Q1
NATURAL INVESTMENTS, LLC trimmed22,239$864K0.1%2026-Q1
ALGERT GLOBAL LLC21,947$853K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added21,891$851K0.1%2026-Q1
Vanguard Global Advisers, LLC new21,680$843K0.1%2026-Q1
EntryPoint Capital, LLC21,394$832K0.1%2026-Q1
Quent Capital, LLC20,580$800K0.1%2026-Q1
VANGUARD GROUP INC trimmed1,268,155$41M5.1%2025-Q4 stale
MACQUARIE GROUP LTD trimmed873,669$24M3.0%2025-Q3 stale
Boston Trust Walden Corp trimmed536,161$15M1.8%2025-Q3 stale
Alliance Wealth Advisors, LLC /UT new46,391$10M1.3%2025-Q2 stale
NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed242,155$7M0.9%2025-Q1 stale
SEIZERT CAPITAL PARTNERS, LLC trimmed112,726$3M0.4%2025-Q3 stale
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed84,171$2M0.3%2025-Q1 stale
Elizabeth Park Capital Advisors, Ltd. trimmed72,040$2M0.3%2025-Q2 stale
CITADEL ADVISORS LLC added68,324$2M0.3%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed51,042$2M0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed45,100$1M0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed52,685$1M0.2%2025-Q3 stale
AXA S.A.44,855$1M0.2%2025-Q2 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed39,612$1M0.2%2025-Q2 stale
DARK FOREST CAPITAL MANAGEMENT LP added37,957$1M0.1%2025-Q2 stale
Verition Fund Management LLC trimmed35,722$1M0.1%2025-Q4 stale
Assenagon Asset Management S.A. trimmed33,105$1M0.1%2025-Q4 stale
AlphaQuest LLC added32,567$1M0.1%2025-Q4 stale
PANAGORA ASSET MANAGEMENT INC trimmed33,295$957K0.1%2025-Q1 stale
Versor Investments LP new29,200$935K0.1%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.

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.

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