Amalgamated Financial Corp. 13F holders
194 funds reported a position in Amalgamated Financial Corp. in their 13F for the quarter ended 30 June 2026, together 17.6 million shares worth $803.4 million. Against the quarter before, 29 opened a position, 62 added, 68 trimmed and 13 sold out; together they sold a net 386,836 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Nomura Asset Management International Inc.
Funds holding194+18 on Q1 2026
Shares they held17.6Mworth $803.4 million
Net sold on the quarter386,836 sharesabout $17.6 million at the funds' values
Funds buying to selling91 to 81opened or added, to cut or sold
Opened 29Added 62Held 31Trimmed 68Sold out 13
What each fund did in AMAL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AMAL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 31 reported a position in Amalgamated Financial Corp.: 6 opened one, 10 added, 5 trimmed and 0 sold out, a net 85,159 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Congress Asset Management Co. | +45,855 | 250,093 | added | 13F |
| Y-Intercept (Hong Kong) Ltd | +24,767 | 38,293 | added | 13F |
| Andrew Hill Investment Advisors, Inc. | +12,931 | 12,931 | new | 13F |
| Simplicity Wealth,LLC | +6,375 | 6,375 | new | 13F |
| Isthmus Partners, LLC | -3,733 | 107,945 | trimmed | 13F |
| SummerHaven Investment Management, LLC | -3,199 | 19,600 | trimmed | 13F |
| Nisa Investment Advisors, LLC | +644 | 1,430 | added | 13F |
| Wealth Enhancement Advisory Services, LLC | +591 | 5,515 | added | 13F |
| Farther Finance Advisors, LLC | +461 | 729 | added | 13F |
| CoreCap Advisors, LLC | +329 | 329 | new | 13F |
| SJS Investment Consulting Inc. | +217 | 401 | added | 13F |
| Harrington Investments, INC | -180 | 79,130 | trimmed | 13F |
| State of Alaska, Department of Revenue | -120 | 1,096 | trimmed | 13F |
| Clark Wealth Partners | +51 | 51 | new | 13F |
| Sterling Capital Management LLC | +50 | 385 | added | 13F |
| Versant Capital Management, Inc | +40 | 40 | new | 13F |
| Physician Wealth Advisors, Inc. | +35 | 62 | added | 13F |
| Fortitude Family Office, LLC | +24 | 24 | new | 13F |
| Gamma Investing LLC | +17 | 344 | added | 13F |
| Signaturefd, LLC | +11 | 1,970 | added | 13F |
| Harbor Capital Advisors, Inc. | -7 | 332 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Amalgamated Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 536,595 shares worth $24.6 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 2 funds added or opened a position and 4 trimmed or sold out; together they sold a net 15,960 shares, about $732,564 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 536,595 | $24.6 million | 0.0% | -34,495 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 154,367 | $7.1 million | 0.0% | +63,518 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 86,222 | $4.0 million | 0.0% | -24,406 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 64,246 | $2.9 million | 0.0% | -36,178 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 40,789 | $1.9 million | 0.0% | +40,789 | new | 30 June 2026 | 13F |
| Point72 Asset Management | 37,982 | $1.7 million | 0.0% | -25,188 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3,405,902 | 19.32% | $156.3 million | 0.00% | -60,966 | 13F |
| Dimensional Fund Advisors LP | 1,407,794 | 7.99% | $64.6 million | 0.01% | +3,064 | 13F |
| Nomura Asset Management International Inc. | 1,131,014 | 6.42% | $51.9 million | 0.08% | -51,649 | 13F |
| Vanguard Capital Management LLC | 830,199 | 4.71% | $38.1 million | 0.00% | +8,606 | 13F |
| American Century Companies Inc. | 747,707 | 4.24% | $34.3 million | 0.01% | +80,703 | 13F |
| State Street Corp. | 700,195 | 3.97% | $32.1 million | 0.00% | -48,739 | 13F |
| AllianceBernstein L.P. | 793,232 | 4.50% | $30.8 million | 0.01% | +41,808 | 13F |
| Adage Capital Partners GP, L.l.c. | 575,016 | 3.26% | $26.4 million | 0.04% | -265,092 | 13F |
| Geode Capital Management, LLC | 536,595 | 3.04% | $24.6 million | 0.00% | -34,495 | 13F |
| First Manhattan Co. LLC. | 396,495 | 2.25% | $18.2 million | 0.05% | -6,280 | 13F |
| Vanguard Portfolio Management LLC | 396,083 | 2.25% | $18.2 million | 0.00% | -47,895 | 13F |
| Federated Hermes, Inc. | 330,795 | 1.88% | $15.2 million | 0.02% | +6,256 | 13F |
| LSV Asset Management | 305,658 | 1.73% | $14.0 million | 0.03% | -7,700 | 13F |
| Bridgeway Capital Management, LLC | 296,484 | 1.68% | $13.6 million | 0.24% | +6,382 | 13F |
| Price T Rowe Associates Inc. | 222,635 | 1.26% | $10.2 million | 0.00% | +42,233 | 13F |
| Nuveen, LLC | 220,308 | 1.25% | $10.1 million | 0.00% | +7,483 | 13F |
| Northern Trust Corp. | 205,398 | 1.17% | $9.4 million | 0.00% | -16,137 | 13F |
| Congress Asset Management Co. | 204,238 | 1.16% | $9.4 million | 0.06% | +30,653 | 13F |
| Goldman Sachs Group Inc. | 179,372 | 1.02% | $8.2 million | 0.00% | -5,957 | 13F |
| Bank of America Corp. | 169,300 | 0.96% | $7.8 million | 0.00% | +4,620 | 13F |
| Charles Schwab Investment Management Inc. | 168,284 | 0.95% | $7.7 million | 0.00% | -8,467 | 13F |
| Millennium Management LLC | 154,367 | 0.88% | $7.1 million | 0.01% | +63,518 | 13F |
| Bank of New York Mellon Corp | 151,010 | 0.86% | $6.9 million | 0.00% | -5,233 | 13F |
| Bessemer Group Inc. | 150,263 | 0.85% | $6.9 million | 0.01% | no change | 13F |
| Empowered Funds, LLC | 140,724 | 0.80% | $6.5 million | 0.03% | +6,382 | 13F |
| Vanguard Fiduciary Trust Co. | 138,448 | 0.79% | $6.4 million | 0.00% | +1,867 | 13F |
| Morgan Stanley | 119,001 | 0.68% | $5.5 million | 0.00% | -16,134 | 13F |
| AQR Capital Management LLC | 117,610 | 0.67% | $5.4 million | 0.00% | +1,248 | 13F |
| Trexquant Investment LP | 113,073 | 0.64% | $5.2 million | 0.03% | -27,195 | 13F |
| Isthmus Partners, LLC | 111,678 | 0.63% | $5.1 million | 0.50% | -892 | 13F |
| Nia Impact Advisors, LLC | 109,133 | 0.62% | $5.0 million | 2.08% | +12,740 | 13F |
| Arjuna Capital | 106,296 | 0.60% | $4.9 million | 1.10% | +5,825 | 13F |
| Globeflex Capital L P | 103,401 | 0.59% | $4.7 million | 0.61% | -3,546 | 13F |
| KBC Group NV | 102,431 | 0.58% | $4.7 million | 0.01% | no change | 13F |
| Credit Agricole S A | 92,280 | 0.52% | $4.2 million | 0.01% | -1,193 | 13F |
| First Trust Advisors LP | 91,211 | 0.52% | $4.2 million | 0.00% | +68,918 | 13F |
| Victory Capital Management Inc. | 90,374 | 0.51% | $4.1 million | 0.00% | +150 | 13F |
| Two Sigma Investments, LP | 86,222 | 0.49% | $4.0 million | 0.00% | -24,406 | 13F |
| Allianz Asset Management GmbH | 79,434 | 0.45% | $3.6 million | 0.00% | no change | 13F |
| Harrington Investments, INC | 79,310 | 0.45% | $3.6 million | 1.76% | -1,550 | 13F |
| Brevan Howard Capital Management LP | 77,968 | 0.44% | $3.6 million | 0.05% | +68,829 | 13F |
| Franklin Resources Inc. | 75,098 | 0.43% | $3.4 million | 0.00% | -4,953 | 13F |
| Creative Planning | 73,542 | 0.42% | $3.4 million | 0.00% | +6,814 | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 69,030 | 0.39% | $3.2 million | 0.01% | -7,903 | 13F |
| Clean Yield Group | 68,140 | 0.39% | $3.1 million | 0.78% | -5,408 | 13F |
| Figure 8 Investment Strategies LLC | 67,308 | 0.38% | $3.1 million | 2.61% | +1,209 | 13F |
| Acadian Asset Management LLC | 67,041 | 0.38% | $3.1 million | 0.00% | +13,449 | 13F |
| FMR LLC | 64,246 | 0.36% | $2.9 million | 0.00% | -36,178 | 13F |
| UBS Group AG | 56,077 | 0.32% | $2.6 million | 0.00% | +18,066 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 55,206 | 0.31% | $2.5 million | 0.00% | -922 | 13F |
The 50 largest of the 194 funds that reported a position in AMAL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 21 January 2026 | 13G | BlackRock Portfolio Management LLC and 1 other | 1.6 million | 5.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 22 | $46.85 | SEC |
| 28 September 2026 | 622 | $47.58 | SEC |
| 22 September 2026 | 226 | $48.02 | SEC |
| 21 September 2026 | 55 | $47.40 | SEC |
| 17 September 2026 | 32 | $46.62 | SEC |
| 16 September 2026 | 34 | $46.99 | SEC |
| 11 September 2026 | 38 | $48.52 | SEC |
| 26 August 2026 | 20 | $48.42 | SEC |
| 25 August 2026 | 35 | $48.79 | SEC |
| 24 August 2026 | 35 | $48.76 | SEC |
| 19 August 2026 | 1 | $50.18 | SEC |
| 18 August 2026 | 2 | $50.82 | SEC |
| 17 August 2026 | 18 | $51.06 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.