SEC 13F Intelligence

AMALAMALGAMATED FINANCIAL CORP

CUSIP 022671101 · Yahoo Finance ↗ · Google Finance ↗

Amalgamated Financial Corp (AMAL) has 176 institutional holders in Filings Flow’s 13F database, together reporting 18.05M shares worth $658M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Nomura Asset Management International Inc..

Institutional Holders
176
Q1 2026
Reported Value
$658M
Ticker
AMAL
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 76Q2 ’21Q4 ’21: 75Q4 ’21Q4 ’22: 116Q4 ’22Q4 ’25: 168Q4 ’25Q1 ’26: 176Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $244MQ2 ’21Q4 ’21: $134MQ4 ’21Q4 ’22: $189MQ4 ’22Q4 ’25: $549MQ4 ’25Q1 ’26: $658MQ1 ’26Q2 ’26: $15MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM2.51%$3M66.1KQ1 2026OLDER
NIA IMPACT ADVISORS, LLC$225M AUM1.67%$4M96.4KQ1 2026OLDER
Harrington Investments, INC$190M AUM1.65%$3M80.9KQ1 2026OLDER
Arjuna Capital$393M AUM0.99%$4M100.5KQ1 2026OLDER
Clean Yield Group$355M AUM0.80%$3M73.5KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.63%$4M106.9KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.54%$886,19722.8KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.46%$4M112.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.28%$516,69913.3KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.25%$3M69.3KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.24%$831,58521.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.23%$11M290.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.13%$482,37215.1KQ4 2025OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.13%$3M112.7KQ3 2025OLDER
Avalon Trust Co$1.5B AUM0.13%$2M48.7KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.12%$285,5007.3KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.11%$15M536.2KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.08%$46M1.18MQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.07%$583,05015.0KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.07%$392,23710.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$348,00012.8KQ3 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.06%$9M204.2KQ2 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.06%$2M59.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.06%$799,94520.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$445,77616.4KQ3 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.05%$33M840.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$337,82712.4KQ3 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.04%$16M402.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M140.3KQ1 2026OLDER
NWAM LLC$1.7B AUM0.04%$673,57817.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$5M134.3KQ2 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.03%$2M52.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$24M873.7KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.03%$457,77211.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$13M324.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$651,30616.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$204,9837.5KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$331,15810.3KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M46.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$88,3132.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$986,55925.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$26M667.0KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$371,22811.6KQ4 2025OLDER
OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM0.01%$227,4457.1KQ4 2025OLDER
Daytona Street Capital LLC$130M AUM0.01%$15,948400Q1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$249,7436.4KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$275,5887.1KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$522,18516.3KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$55M1.40MQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M52.7KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M93.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$769,20024.0KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$406,55712.7KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$311,3498.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$481,24912.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$24M751.4KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$213,3965.5KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M67.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$483,42612.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M76.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$293,7027.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M35.7KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M102.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$121,8973.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M110.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M79.4KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$11,661300Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M63.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$355,2339.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$108,3903.4KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M47.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$682,09117.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$369,5769.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$265,6386.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$760,74328.0KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$492,25012.7KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$505,31013.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$135M3.47MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$76,0692.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$125,0063.2KQ2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M90.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M212.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$254,3266.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$81,8992.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M116.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M66.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M36.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$392,58710.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M90.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$10,779397Q3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$1M33.1KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$242,3397.6KQ4 2025OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$4,771123Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$370,40713.6KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$49,4891.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$22M571.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M136.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$232,9738.6KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$593,11715.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M221.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M156.2KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$643,18216.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$215,9625.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$7M176.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$29M748.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$63,9411.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M51.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M28.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$17M444.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M36.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M185.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$7,013180.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$32M821.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M35.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M38.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M80.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$583,26618.2KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M34.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2,52765Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$638,09016.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$46M1.43MQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$161,6214.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$380,1499.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$159,3674.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$866,52822.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$419,13510.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$29,580761Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$15,009327Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$555,84114.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$168,1524.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M51.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M164.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$264,2546.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$842,70221.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M56.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$324,5268.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$507,40913.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M26.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$393,29612.3KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$314,8768.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$410,04010.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$236,6796.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M38.5KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$897,04223.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M68.3KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$222,4998.2KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M155.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,22245Q3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$267,5956.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M41.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M48.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$696,82217.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1M38.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$82,5602.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$4M100.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$5,319139Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,36135Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,908152Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$143,1973.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,14881Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$240,9946.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$627,40016.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$292,4587.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$34311Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$8,785226Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$694,64617.9KQ2 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$3,01194Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$253,9666.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$25,195928Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$850,90321.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,11180Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,614246Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$69,9681.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$276,5567.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$1,74945Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$14,791462Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,24432Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$3118Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4,859125Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$963Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$23,896614Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$34,944899Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$602,93015.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,223263Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,33260Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,546426Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,14981Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$5,701178Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$4,019103Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$9,562246Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$6,200194Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$57,0001.5KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$32010Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2336Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1605Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,795100Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$391Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$70018Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,651114Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1945Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM$07Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.