AMALGAMATED FINANCIAL CORP (AMAL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
183
Reporting holders
$766.6M
Reported value
56.3%
Of shares outstanding
0.0%
Held as options
+21
Holder change
Institutions report 16,833,656 shares against 29,900,147 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $156.3M | 3,405,902 | 0.00% | 8q | -1.8%-$2.8M |
| DIMENSIONAL FUND ADVISORS LP | $64.6M | 1,407,794 | 0.01% | 21q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $51.9M | 1,131,014 | 0.08% | 3q | -4.4%-$2.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $38.1M | 830,199 | 0.00% | 2q | +1.0%+$395.0K |
| AMERICAN CENTURY COMPANIES INC | $34.3M | 747,707 | 0.02% | 22q | +12.1%+$3.7M |
| STATE STREET CORP | $32.1M | 700,195 | 0.00% | 22q | -6.5%-$2.2M |
| ALLIANCEBERNSTEIN L.P. | $30.8M | 793,232 | 0.01% | 22q | +5.6%+$1.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $26.4M | 575,016 | 0.04% | 22q | -31.6%-$12.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.6M | 536,595 | 0.00% | 22q | -6.0%-$1.6M |
| FIRST MANHATTAN CO. LLC. | $18.2M | 396,495 | 0.05% | 22q | -1.6%-$288.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $18.2M | 396,083 | 0.00% | 2q | -10.8%-$2.2M |
| FEDERATED HERMES, INC. | $15.2M | 330,795 | 0.02% | 17q | +1.9%+$287.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $13.6M | 296,484 | 0.24% | 22q | +2.2%+$292.9K |
| Nuveen, LLC | $10.1M | 220,308 | 0.00% | 6q | +3.5%+$343.5K |
| NORTHERN TRUST CORP | $9.4M | 205,398 | 0.00% | 22q | -7.3%-$740.7K |
| CONGRESS ASSET MANAGEMENT CO | $9.4M | 204,238 | 0.06% | 7q | +17.7%+$1.4M |
| GOLDMAN SACHS GROUP INC | $8.2M | 179,372 | 0.00% | 22q | -3.2%-$273.4K |
| BANK OF AMERICA CORP /DE/ | $7.8M | 169,300 | 0.00% | 22q | +2.8%+$212.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.7M | 168,284 | 0.00% | 22q | -4.8%-$388.6K |
| Sixth Street Partners Management Company, L.P. | $7.7M | 168,284 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $7.1M | 154,367 | 0.00% | 13q | +69.9%+$2.9M |
| Bank of New York Mellon Corp | $6.9M | 151,010 | 0.00% | 22q | -3.3%-$240.2K |
| Empowered Funds, LLC | $6.5M | 140,724 | 0.03% | 2q | +4.8%+$292.9K |
| VANGUARD FIDUCIARY TRUST CO | $6.4M | 138,448 | 0.00% | 2q | +1.4%+$85.7K |
| MORGAN STANLEY | $5.5M | 119,001 | 0.00% | 22q | -11.9%-$740.6K |
| AQR CAPITAL MANAGEMENT LLC | $5.4M | 117,610 | 0.00% | 15q | +1.1%+$57.3K |
| Trexquant Investment LP | $5.2M | 113,073 | 0.03% | 3q | -19.4%-$1.2M |
| ISTHMUS PARTNERS, LLC | $5.1M | 111,678 | 0.50% | 22q | -0.8%-$40.9K |
| NIA IMPACT ADVISORS, LLC | $5.0M | 109,133 | 2.08% | 15q | +13.2%+$584.8K |
| Arjuna Capital | $4.9M | 106,296 | 1.10% | 22q | +5.8%+$267.4K |
| GLOBEFLEX CAPITAL L P | $4.7M | 103,401 | 0.61% | 19q | -3.3%-$162.8K |
| CREDIT AGRICOLE S A | $4.2M | 92,280 | 0.01% | 8q | -1.3%-$54.8K |
| FIRST TRUST ADVISORS LP | $4.2M | 91,211 | 0.00% | 22q | +309.1%+$3.2M |
| VICTORY CAPITAL MANAGEMENT INC | $4.1M | 90,374 | 0.00% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $4.0M | 86,222 | 0.00% | 10q | -22.1%-$1.1M |
| Harrington Investments, INC | $3.6M | 79,310 | 1.76% | 22q | -1.9%-$71.1K |
| Brevan Howard Capital Management LP | $3.6M | 77,968 | 0.03% | 2q | +753.1%+$3.2M |
| FRANKLIN RESOURCES INC | $3.4M | 75,098 | 0.00% | 13q | -6.2%-$227.3K |
| Creative Planning | $3.4M | 73,542 | 0.00% | 9q | +10.2%+$312.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.2M | 69,030 | 0.00% | 7q | -10.3%-$362.7K |
| Clean Yield Group | $3.1M | 68,140 | 0.78% | 20q | -7.4%-$248.2K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | $3.1M | 67,308 | 2.61% | 7q | +1.8%+$55.5K |
| Allianz Asset Management GmbH | $3.1M | 79,434 | 0.00% | 9q | HELD |
| FMR LLC | $2.9M | 64,246 | 0.00% | 22q | -36.0%-$1.7M |
| UBS Group AG | $2.6M | 56,077 | 0.00% | 22q | +47.5%+$829.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.5M | 55,206 | 0.00% | 14q | -1.6%-$42.3K |
| HSBC HOLDINGS PLC | $2.3M | 48,870 | 0.00% | 8q | +27.3%+$484.2K |
| BARCLAYS PLC | $2.2M | 48,171 | 0.00% | 18q | -5.5%-$127.8K |
| D. E. Shaw & Co., Inc. | $2.2M | 48,148 | 0.00% | 11q | +30.9%+$522.2K |
| Avalon Trust Co | $2.2M | 47,995 | 0.14% | 14q | -1.4%-$31.7K |
| Abacus Wealth Partners, LLC | $2.0M | 44,406 | 0.21% | 3q | -35.9%-$1.1M |
| CITADEL ADVISORS LLC | $1.9M | 40,789 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.9M | 40,730 | 0.00% | 2q | -16.5%-$369.2K |
| AMERIPRISE FINANCIAL INC | $1.8M | 38,797 | 0.00% | 22q | -49.6%-$1.8M |
| Point72 Asset Management, L.P. | $1.7M | 37,982 | 0.00% | 3q | -39.9%-$1.2M |
| PRINCIPAL FINANCIAL GROUP INC | $1.7M | 37,042 | 0.00% | 12q | +7.2%+$114.3K |
| PRUDENTIAL FINANCIAL INC | $1.7M | 36,300 | 0.00% | 22q | HELD |
| Swiss National Bank | $1.7M | 36,000 | 0.00% | 22q | +1.1%+$18.4K |
| Invesco Ltd. | $1.6M | 34,230 | 0.00% | 22q | -16.8%-$318.1K |
| CITIGROUP INC | $1.5M | 32,110 | 0.00% | 22q | +23.4%+$279.6K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.4M | 29,684 | 0.02% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $1.3M | 28,271 | 0.00% | 9q | -58.2%-$1.8M |
| NWAM LLC | $1.2M | 27,204 | 0.06% | 2q | +57.0%+$453.3K |
| RHUMBLINE ADVISERS | $1.2M | 26,506 | 0.00% | 22q | -6.5%-$85.1K |
| Ballentine Partners, LLC | $1.2M | 25,830 | 0.01% | 8q | +1.8%+$20.6K |
| WELLS FARGO & COMPANY/MN | $1.1M | 24,727 | 0.00% | 22q | -30.8%-$505.6K |
| BANK OF MONTREAL /CAN/ | $1.1M | 23,237 | 0.00% | 9q | +0.7%+$7.3K |
| SummerHaven Investment Management, LLC | $1.0M | 22,799 | 0.56% | 8q | HELD |
| ALGERT GLOBAL LLC | $1.0M | 21,947 | 0.01% | 3q | -50.0%-$1.0M |
| EntryPoint Capital, LLC | $982.0K | 21,394 | 0.24% | 5q | HELD |
| Quent Capital, LLC | $944.6K | 20,580 | 0.06% | 3q | HELD |
| Legal & General Group Plc | $943.8K | 20,562 | 0.00% | 22q | +27.4%+$202.9K |
| Quantinno Capital Management LP | $845.7K | 18,424 | 0.00% | 2q | +88.4%+$396.8K |
| DEUTSCHE BANK AG\ | $838.1K | 18,259 | 0.00% | 22q | +1.9%+$15.2K |
| LAZARD ASSET MANAGEMENT LLC | $800.7K | 17,445 | 0.00% | 3q | -63.3%-$1.4M |
| BNP PARIBAS FINANCIAL MARKETS | $790.6K | 17,224 | 0.00% | 7q | +128.9%+$445.2K |
| Allspring Global Investments Holdings, LLC | $784.2K | 17,084 | 0.00% | 5q | +3.2%+$24.6K |
| JPMORGAN CHASE & CO | $746.5K | 16,002 | 0.00% | 22q | +1.5%+$11.0K |
| Jain Global LLC | $734.2K | 15,995 | 0.00% | new | NEW |
| PMC FIG Opportunities LLC | $705.0K | 15,359 | 1.12% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $700.4K | 15,259 | 0.00% | 22q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $696.3K | 15,170 | 0.00% | 2q | +149.1%+$416.8K |
| McMillan Office, Inc. | $688.5K | 15,000 | 0.08% | 3q | HELD |
| Weiss Asset Management LP | $687.0K | 14,967 | 0.01% | new | NEW |
| R Squared Ltd | $657.9K | 14,334 | 0.35% | 3q | +7.8%+$47.8K |
| Polymer Capital Management (US) LLC | $635.0K | 13,835 | 0.08% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $620.8K | 13,526 | 0.01% | new | NEW |
| MIRABELLA FINANCIAL SERVICES LLP | $611.7K | 13,327 | 0.06% | new | NEW |
| MARSHALL WACE, LLP | $610.5K | 13,300 | 0.00% | new | NEW |
| ALPS ADVISORS INC | $604.5K | 13,171 | 0.00% | 2q | +1.3%+$7.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $599.2K | 13,054 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $552.7K | 12,042 | 0.00% | 22q | +569.0%+$470.1K |
| PDT Partners, LLC | $540.6K | 11,777 | 0.03% | 3q | HELD |
| MetLife Investment Management, LLC | $527.5K | 11,493 | 0.00% | 4q | -9.2%-$53.7K |
| Rafferty Asset Management, LLC | $513.4K | 11,185 | 0.00% | 10q | -36.3%-$292.1K |
| Vanguard Global Advisers, LLC | $503.9K | 10,979 | 0.00% | 2q | -49.4%-$491.2K |
| STIFEL FINANCIAL CORP | $449.8K | 9,800 | 0.00% | 7q | -31.5%-$206.6K |
| Ethic Inc. | $445.5K | 9,705 | 0.01% | 3q | +28.4%+$98.6K |
| Aquatic Capital Management LLC | $426.0K | 9,281 | 0.01% | new | NEW |
| XPONANCE LLC | $398.9K | 8,691 | 0.00% | 3q | -8.6%-$37.5K |
Showing the largest 100 of 196 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 183 | $766.6M | 16,833,656 | 33 | 52 | 67 | 0.0% |
| Q1 2026 | 162 | $661.1M | 17,163,330 | 24 | 51 | 51 | 0.0% |
| Q4 2025 | 157 | $549.3M | 17,170,261 | 28 | 47 | 54 | 0.0% |
| Q3 2025 | 146 | $481.0M | 17,716,006 | 18 | 48 | 58 | 0.0% |
| Q2 2025 | 160 | $576.1M | 18,186,634 | 17 | 70 | 50 | 0.0% |
| Q1 2025 | 168 | $515.5M | 17,928,990 | 22 | 51 | 65 | 0.0% |
| Q4 2024 | 177 | $589.0M | 17,609,925 | 34 | 58 | 43 | 0.0% |
| Q3 2024 | 150 | $547.8M | 17,500,108 | 19 | 56 | 46 | 0.0% |
| Q2 2024 | 140 | $443.7M | 16,237,092 | 13 | 49 | 49 | 0.2% |
| Q1 2024 | 144 | $399.1M | 16,704,956 | 25 | 48 | 39 | 0.2% |
| Q4 2023 | 124 | $412.8M | 15,364,664 | 18 | 46 | 33 | 0.2% |
| Q3 2023 | 105 | $249.1M | 14,548,659 | 9 | 34 | 35 | 0.0% |
| Q2 2023 | 106 | $240.0M | 14,973,197 | 15 | 38 | 35 | 0.0% |
| Q1 2023 | 103 | $262.5M | 14,928,091 | 10 | 44 | 36 | 0.1% |
| Q4 2022 | 108 | $300.1M | 13,132,827 | 17 | 43 | 31 | 0.0% |
| Q3 2022 | 128 | $339.0M | 15,016,321 | 30 | 47 | 29 | 0.1% |
| Q2 2022 | 105 | $226.2M | 11,443,856 | 24 | 37 | 29 | 0.0% |
| Q1 2022 | 85 | $206.2M | 11,488,305 | 6 | 28 | 26 | 0.0% |
| Q4 2021 | 87 | $194.2M | 11,588,067 | 7 | 34 | 25 | 0.0% |
| Q3 2021 | 84 | $183.4M | 11,605,375 | 8 | 31 | 28 | 0.0% |
| Q2 2021 | 89 | $183.6M | 11,750,917 | 13 | 31 | 28 | 0.0% |
| Q1 2021 | 86 | $191.8M | 11,557,261 | 85 | 0 | 1 | 0.0% |
| Q4 2020 | 88 | $162.5M | 11,840,425 | 8 | 40 | 28 | 0.0% |
| Q3 2020 | 86 | $125.0M | 11,822,248 | 8 | 30 | 33 | 0.0% |
| Q2 2020 | 90 | $149.3M | 11,822,515 | 13 | 35 | 30 | 0.0% |
| Q1 2020 | 89 | $128.7M | 11,895,795 | 11 | 38 | 25 | 0.0% |
| Q4 2019 | 92 | $237.7M | 12,219,545 | 23 | 41 | 16 | 0.0% |
| Q3 2019 | 79 | $197.3M | 12,314,237 | 14 | 31 | 16 | 0.0% |
| Q2 2019 | 75 | $222.0M | 12,719,249 | 19 | 27 | 16 | 0.0% |
| Q1 2019 | 66 | $198.9M | 12,706,662 | 9 | 18 | 21 | 0.0% |
| Q4 2018 | 67 | $250.7M | 12,868,574 | 2 | 1 | 2 | 0.0% |