AMAL · Amalgamated Financial Corp. · Shareholders & Ownership
$50.50
+0.19 (+0.38%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$1.51B
Shares
29.90M
Volume · Oct 23
261.09K
Avg daily vol (3M)
218.76K
Every disclosed holder of AMAL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns AMAL
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 17,704,087 | 59.21% |
| Insiders (Forms 3, 4, 5) | 32,551,445 | 108.87% |
| 13D/G-only blocks | 1,624,151 | 5.43% |
| Remaining | 21,979,536 | -73.51% |
| Registered funds (N-PORT, not summed) | 8,837,309 | 29.56% |
Shares outstanding: 29,900,147, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of AMAL
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Rochester Regional Joint Board, Workers United
Insider
CIK 2009104 · Nov 7, 2024
10% Owner, issuer-wide
|
15,278,148 | ||
| 2 |
Western States Regional Joint Board, Workers United
Insider
CIK 2010099 · Sep 14, 2026
10% Owner, issuer-wide
|
8,287,120 | ||
| 3 |
|
8,287,120 | ||
| 3.1 |
|
7,185,815 | ||
| 4 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,405,902 | ||
| 4.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
534,863 | ||
| 4.2 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
393,597 | ||
| 4.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
161,012 | ||
| 4.4 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
61,533 | ||
| 4.5 |
iShares ESG Aware MSCI USA Small-Cap ETF
Fund
S000061604 · Registered fund · Aug 31, 2026
iShares Trust, not summed
|
53,286 | ||
| 5 |
BlackRock Portfolio Management LLC
13G
CIK 2052113 · Holding company · Dec 31, 2025
Rule 13d-1(b), qualified institution
|
1,624,151 | ||
| 6 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,407,794 | ||
| 6.1 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
214,643 | ||
| 6.2 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
190,130 | ||
| 6.3 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
141,112 | ||
| 6.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
132,410 | ||
| 6.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
104,867 | ||
| 7 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,131,014 | ||
| 7.1 |
Nomura Small Cap Value Fund
Fund
S000002401 · Registered fund · May 29, 2026
Delaware Group Equity Funds V, not summed
|
729,654 | ||
| 7.2 |
Nomura VIP Small Cap Value Series
Fund
S000002475 · Registered fund · Jun 30, 2026
Delaware VIP Trust, not summed
|
384,750 | ||
| 8 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
830,199 | ||
| 9 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
793,232 | ||
| 9.1 |
AB Small Cap Value Portfolio
Fund
S000045542 · Registered fund · Jun 30, 2026
AB CAP FUND, INC., not summed
|
150,969 | ||
| 9.2 |
Small Cap Core Portfolio
Fund
S000051867 · Registered fund · Jun 30, 2026
Bernstein Fund Inc, not summed
|
94,697 | ||
| 10 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
747,707 | ||
| 11 |
|
700,195 | ||
| 11.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
197,173 | ||
| 11.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
8,200 | ||
| 11.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
423 | ||
| 11.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
123 | ||
| 12 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
603,029 | ||
| 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
CIK 1165408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
575,016 | ||
| 14 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
567,409 | ||
| 15 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
536,595 | ||
| 16 |
FIRST MANHATTAN CO. LLC.
13F
CIK 728083 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
396,495 | ||
| 17 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
396,083 | ||
| 18 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
330,795 | ||
| 19 |
|
311,586 | ||
| 20 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
305,658 | ||
| 21 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,484 | ||
| 21.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
94,930 | ||
| 21.2 |
Small-Cap Value Fund
Fund
S000004427 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
60,830 | ||
| 22 |
CONGRESS ASSET MANAGEMENT CO
13F
CIK 897378 · Registered investment adviser · Sep 30, 2026
|
250,093 | ||
| 23 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
244,657 | ||
| 24 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,635 | ||
| 24.1 |
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund
Fund
S000052904 · Registered fund · Jun 30, 2026
T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
|
105,930 | ||
| 24.2 |
T. Rowe Price Extended Equity Market Index Fund
Fund
S000002090 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
7,504 | ||
| 24.3 |
T. Rowe Price Small-Cap Index Fund
Fund
S000051327 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
2,801 | ||
| 25 |
|
220,308 | ||
| 25.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
143,490 | ||
| 25.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
24,021 | ||
| 25.3 |
Nuveen ESG Small-Cap ETF
Fund
S000055815 · Registered fund · Jul 31, 2026
NuShares ETF Trust, not summed
|
17,041 | ||
| 25.4 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
14,976 | ||
| 25.5 |
Nuveen Life Small Cap Equity Fund
Fund
S000005093 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
2,985 | ||
| 26 |
Federated Hermes MDT Small Cap Core Fund
Fund
S000012972 · Registered fund · Jul 31, 2026
Federated Hermes MDT Series, not summed
|
220,056 | ||
| 27 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
205,398 | ||
| 27.1 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
22,913 | ||
| 27.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
9,362 | ||
| 27.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
4,898 | ||
| 27.4 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
3,676 | ||
| 28 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
179,372 | ||
| 28.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
17,679 | ||
| 28.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
4,702 | ||
| 29 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
169,300 | ||
| 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,284 | ||
| 30.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
100,968 | ||
| 30.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
44,406 | ||
| 30.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
12,143 | ||
| 30.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
11,518 | ||
| 31 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,367 | ||
| 32 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
151,010 | ||
| 33 |
BESSEMER GROUP INC
13F
CIK 1054074 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,263 | ||
| 33.1 |
Old Westbury Small & Mid Cap Strategies Fund
Fund
S000001857 · Registered fund · Jul 31, 2026
Old Westbury Funds Inc, not summed
|
150,208 | ||
| 34 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,724 | ||
| 34.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
140,724 | ||
| 35 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,448 | ||
| 36 |
JNL Multi-Manager Small Cap Value Fund
Fund
S000001798 · Registered fund · Jun 30, 2026
JNL Series Trust, not summed
|
136,367 | ||
| 37 |
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
Fund
S000012432 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
122,858 | ||
| 38 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
119,001 | ||
| 38.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
13 | ||
| 39 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
118,156 | ||
| 40 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
117,610 | ||
| 40.1 |
AQR Small Cap Multi-Style Fund
Fund
S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
5,637 | ||
| 41 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,073 | ||
| 42 |
NIA IMPACT ADVISORS, LLC
13F
CIK 1815217 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
109,133 | ||
| 42.1 |
NIA IMPACT SOLUTIONS FUND
Fund
S000076123 · Registered fund · May 31, 2026
Ultimus Managers Trust, not summed
|
38,592 | ||
| 43 |
ISTHMUS PARTNERS, LLC
13F
CIK 1639666 · Unknown · Sep 30, 2026
|
107,945 | ||
| 44 |
Arjuna Capital
13F
CIK 1703208 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,296 | ||
| 45 |
GLOBEFLEX CAPITAL L P
13F
CIK 921531 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,401 | ||
| 46 |
KBC Group NV
13F
CIK 1411133 · Unknown · Sep 30, 2026
|
102,431 | ||
| 47 |
CREDIT AGRICOLE S A
13F
CIK 1191672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
92,280 | ||
| 48 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,211 | ||
| 48.1 |
First Trust Small Cap Core AlphaDEX Fund
Fund
S000017339 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
38,010 | ||
| 48.2 |
First Trust/Dow Jones Dividend & Income Allocation Portfolio
Fund
S000036417 · Registered fund · Jun 30, 2026
First Trust Variable Insurance Trust, not summed
|
26,604 | ||
| 48.3 |
First Trust Active Factor Small Cap ETF
Fund
S000066790 · Registered fund · Aug 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
12,231 | ||
| 48.4 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
10,528 | ||
| 48.5 |
First Trust Small Cap Value AlphaDEX Fund
Fund
S000031807 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
5,109 | ||
| 49 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,374 | ||
| 49.1 |
Victory Small Cap Stock Fund
Fund
S000012914 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
84,767 | ||
| 49.2 |
Victory Cornerstone Aggressive Fund
Fund
S000037226 · Registered fund · May 31, 2026
Victory Portfolios III, not summed
|
3,561 | ||
| 49.3 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
2,046 | ||
| 50 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,222 |
34 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 330 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.
Key facts
CIK
1823608
CUSIP
022671101
13F (30d)
30 filings
30 filers
Visit website
Investor relations