DaveManuel.com · Institutional Ownership · Who Owns It
AMALGAMATED FINANCIAL CORP (AMAL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
195
Reporting holders
$803.5M
Reported value
58.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+18
Holder change
Institutions report 17,625,499 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| LSV ASSET MANAGEMENT | $14.0M | 305,658 | 0.03% | 9q | -2.5%-$353.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $13.6M | 296,484 | 0.24% | 22q | +2.2%+$292.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $10.2M | 222,635 | 0.00% | 9q | +23.4%+$1.9M |
| 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 |
| 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 |
| BESSEMER GROUP INC | $6.9M | 150,263 | 0.01% | 8q | HELD |
| 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 |
| KBC Group NV | $4.7M | 102,431 | 0.01% | 15q | HELD |
| 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 |
| Allianz Asset Management GmbH | $3.6M | 79,434 | 0.00% | 9q | HELD |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $3.1M | 67,041 | 0.00% | 2q | +25.1%+$615.5K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $1.9M | 41,494 | 0.12% | new | NEW |
| 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 | +0.8%+$14.8K |
| 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 | +38.4%+$314.7K |
| 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 |
| NATURAL INVESTMENTS, LLC | $1.0M | 22,061 | 0.22% | 7q | -0.8%-$8.2K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 21,976 | 0.00% | 10q | +94.0%+$488.3K |
| ALGERT GLOBAL LLC | $1.0M | 21,947 | 0.01% | 3q | HELD |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $837.1K | 18,238 | 0.00% | 22q | +11.1%+$83.6K |
| 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 |
| 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 |
Showing the largest 100 of 195 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | Brown Sam D. | SEVP, Chief Banking Officer | Sold | 30,000 | $1.5M |
| 2026-09-10 | Darby Jason | Senior Executive VP and CFO | Sold | 19,995 | $961.8K |
| 2026-09-10 | Romney Edgar Jr | Chief Strategy & Admin Officer | Sold | 5,992 | $284.4K |
| 2026-09-15 | Searby Sean | EVP Chief Info. & Ops. Officer | Sold | 3,314 | $158.2K |
| 2026-09-08 | Tenner Mandy | EVP, Chief Legal Officer | Sold | 2,920 | $142.3K |
| 2026-06-11 | Darby Jason | Senior Executive VP and CFO | Sold | 3,000 | $129.9K ×3 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | Workers United | 10% owner | Sold | 234,128 | $11.2M ×2 |
| 2026-09-11 | Western States Regional Joint Board, Workers United | 10% owner | Sold | 234,128 | $11.2M ×2 |
| 2026-09-14 | Workers United | 10% owner | Sold | 228,284 | $10.9M ×3 |
| 2026-09-14 | Western States Regional Joint Board, Workers United | 10% owner | Sold | 228,284 | $10.9M ×3 |
| 2026-09-09 | Workers United | 10% owner | Sold | 79,649 | $3.8M |
| 2026-09-09 | Western States Regional Joint Board, Workers United | 10% owner | Sold | 79,649 | $3.8M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $36.1M | 759,651 | 10 | 12 | 4 | 0.0% |
| Q2 2026 | 195 | $803.5M | 17,625,499 | 31 | 59 | 68 | 0.0% |
| Q1 2026 | 177 | $695.7M | 18,029,892 | 26 | 53 | 58 | 0.0% |
| Q4 2025 | 173 | $577.8M | 18,040,193 | 28 | 54 | 58 | 0.0% |
| Q3 2025 | 162 | $504.1M | 18,565,272 | 19 | 54 | 62 | 0.0% |
| Q2 2025 | 177 | $601.0M | 18,984,277 | 19 | 74 | 55 | 0.0% |
| Q1 2025 | 186 | $540.7M | 18,801,818 | 23 | 60 | 70 | 0.0% |
| Q4 2024 | 197 | $612.4M | 18,300,653 | 38 | 67 | 46 | 0.0% |
| Q3 2024 | 166 | $564.8M | 17,994,760 | 21 | 66 | 48 | 0.0% |
| Q2 2024 | 157 | $459.4M | 16,730,585 | 18 | 56 | 52 | 0.2% |
| Q1 2024 | 160 | $412.0M | 17,168,880 | 33 | 51 | 43 | 0.2% |
| Q4 2023 | 134 | $425.1M | 15,752,478 | 21 | 48 | 37 | 0.2% |
| Q3 2023 | 114 | $264.4M | 15,354,747 | 11 | 36 | 38 | 0.0% |
| Q2 2023 | 115 | $254.5M | 15,768,636 | 17 | 41 | 37 | 0.0% |
| Q1 2023 | 117 | $282.1M | 15,940,462 | 13 | 47 | 42 | 0.1% |
| Q4 2022 | 130 | $362.3M | 15,727,978 | 19 | 50 | 43 | 0.0% |
| Q3 2022 | 123 | $356.8M | 15,804,509 | 28 | 46 | 29 | 0.1% |
| Q2 2022 | 103 | $243.0M | 12,293,133 | 23 | 37 | 29 | 0.0% |
| Q1 2022 | 84 | $221.5M | 12,341,982 | 5 | 28 | 26 | 0.0% |
| Q4 2021 | 87 | $194.2M | 11,588,067 | 7 | 34 | 25 | 0.0% |
| Q3 2021 | 84 | $306.2M | 19,342,630 | 8 | 31 | 28 | 0.0% |
| Q2 2021 | 89 | $304.5M | 19,488,172 | 13 | 31 | 28 | 0.0% |
| Q1 2021 | 86 | $393.6M | 23,720,086 | 85 | 0 | 1 | 0.0% |
| Q4 2020 | 87 | $162.5M | 11,836,307 | 8 | 39 | 28 | 0.0% |
| Q3 2020 | 84 | $125.0M | 11,818,715 | 7 | 29 | 33 | 0.0% |
| Q2 2020 | 89 | $149.3M | 11,821,823 | 13 | 35 | 29 | 0.0% |
| Q1 2020 | 88 | $128.7M | 11,891,511 | 11 | 37 | 25 | 0.0% |
| Q4 2019 | 89 | $332.6M | 17,099,374 | 21 | 40 | 16 | 0.0% |
| Q3 2019 | 78 | $197.2M | 12,312,200 | 14 | 30 | 16 | 0.0% |
| Q2 2019 | 73 | $241.3M | 13,827,019 | 18 | 27 | 15 | 0.0% |
| Q1 2019 | 65 | $198.8M | 12,704,160 | 9 | 17 | 21 | 0.0% |
| Q4 2018 | 65 | $336.3M | 17,259,841 | 1 | 1 | 2 | 0.0% |