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Amalgamated Financial Corp (AMAL)

CUSIP: 022671101 | NYSE | Financial Services · Banks - Regional | Small Cap | 396 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,402,134
0.0% of portfolio›$66.7M
Congress Asset Management Co250,093
0.1% of portfolio›$11.9M
Bank of New York Mellon Corp152,504
0.0% of portfolio›$7.3M
NIA Impact Advisors, LLC147,805
3.0% of portfolio›$7.0M
Isthmus Partners, LLC107,945
0.5% of portfolio›$5.1M
Arjuna Capital104,885
1.1% of portfolio›$5.0M
KBC Group NV102,431
0.0% of portfolio›$4.9M
Harrington Investments, Inc79,130
1.8% of portfolio›$3.8M
Creative Planning78,520
0.0% of portfolio›$3.7M
Clean Yield Group67,886
0.8% of portfolio›$3.2M
Principal Financial Group Inc51,910
0.0% of portfolio›$2.5M
Abacus Wealth Partners, LLC47,487
0.3% of portfolio›$2.3M
Y-Intercept (Hong Kong) Ltd38,293
0.0% of portfolio›$1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management31,875
0.0% of portfolio›$1.5M
Ethic Inc.30,799
0.0% of portfolio›$1.5M
Citigroup Inc29,449
0.0% of portfolio›$1.4M
SummerHaven Investment Management, LLC19,600
0.5% of portfolio›$932.4K
Allspring Global Investments Holdings, LLC17,835
0.0% of portfolio›$853.2K
Virginia Retirement Systems ET Al15,766
0.0% of portfolio›$750.0K
Andrew Hill Investment Advisors, Inc.12,931
0.5% of portfolio›$615.1K
DekaBank Deutsche Girozentrale12,368
0.0% of portfolio›$580
Alps Advisors Inc12,141
0.0% of portfolio›$577.5K
Cambridge Investment Research Advisors, Inc.10,772
0.0% of portfolio›$512.0K
Compass Financial Management LLC7,834
0.0% of portfolio›$372.7K
Xponance LLC7,075
0.0% of portfolio›$336.6K
Simplicity Wealth,LLC6,375
0.0% of portfolio›$303.3K
Wealth Enhancement Advisory Services, LLC5,515
0.0% of portfolio›$260.2K
Swiss Life Asset Management Ltd5,417
0.0% of portfolio›$257.7K
Arizona State Retirement System5,045
0.0% of portfolio›$240.0K
US Bancorp \de\3,611
0.0% of portfolio›$171.8K
Parallel Advisors, LLC3,573
0.0% of portfolio›$170.0K
New England Capital Financial Advisors LLC2,905
0.0% of portfolio›$138.2K
Signaturefd, LLC1,970
0.0% of portfolio›$93.7K
State of Wyoming1,484
0.0% of portfolio›$70.6K
Nisa Investment Advisors, LLC1,430
0.0% of portfolio›$68.0K
State of Alaska, Department of Revenue1,096
0.0% of portfolio›$52.0K
Farther Finance Advisors, LLC729
0.0% of portfolio›$34.7K
Fifth Third Bancorp462
0.0% of portfolio›$22.0K
SJS Investment Consulting Inc.401
0.0% of portfolio›$19.1K
Daytona Street Capital LLC400
0.0% of portfolio›$19.1K
Sterling Capital Management LLC385
0.0% of portfolio›$18.3K
Gamma Investing LLC344
0.0% of portfolio›$16.4K
Harbor Capital Advisors, Inc.332
0.0% of portfolio›$16
CoreCap Advisors, LLC329
0.0% of portfolio›$15.7K
Summit Securities Group LLC230
0.0% of portfolio›$10.9K
Larson Financial Group LLC152
0.0% of portfolio›$7.2K
Essential Partners LLC104
0.0% of portfolio›$4.9K
EverSource Wealth Advisors, LLC96
0.0% of portfolio›$4.6K
Trust Co of Vermont80
0.0% of portfolio›$3.8K
Physician Wealth Advisors, Inc.62
0.0% of portfolio›$3.0K
GK Wealth Management LLC61
0.0% of portfolio›$2.9K
Clark Wealth Partners51
0.0% of portfolio›$2.4K
True Wealth Design, LLC44
0.0% of portfolio›$2.1K
Root Financial Partners, LLC42
0.0% of portfolio›$2.0K
Versant Capital Management, Inc40
0.0% of portfolio›$1.9K
Silver Grove Financial Group, Inc.38
0.0% of portfolio›$1.8K
Simplex Trading, LLC35
0.0% of portfolio›$1.7K
Fortitude Family Office, LLC24
0.0% of portfolio›$1.1K
Assetmark, Inc18
0.0% of portfolio›$856
IFP Advisors, Inc16
0.0% of portfolio›$761
Covestor Ltd13
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$143
GHP Investment Advisors, Inc.1
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,402,134$66.7M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
250,093$11.9M0.1%GrowthMediumBoston, MA2026-10-06
Bank of New York Mellon Corp
152,504$7.3M0.0%CoreLowNew York, NY2026-11-05
NIA Impact Advisors, LLC
147,805$7.0M3.0%CoreMediumOakland, CA2026-11-04
Isthmus Partners, LLC
107,945$5.1M0.5%ValueMediumMadison, WI2026-10-21
Arjuna Capital
104,885$5.0M1.1%MomentumMediumManchester, MA2026-11-03
KBC Group NV
102,431$4.9M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Harrington Investments, Inc
79,130$3.8M1.8%CoreVery LowNapa, CA2026-10-14
Creative Planning
78,520$3.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Clean Yield Group
67,886$3.2M0.8%CoreLowNorwich, VT2026-10-28
Principal Financial Group Inc
51,910$2.5M0.0%CoreLowDes Moines, IA2026-11-02
Abacus Wealth Partners, LLC
47,487$2.3M0.3%ETFLowSanta Monica, CA2026-11-03
Y-Intercept (Hong Kong) Ltd
38,293$1.8M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
31,875$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Ethic Inc.
30,799$1.5M0.0%CoreLowNew York, NY2026-11-03
Citigroup Inc
29,449$1.4M0.0%CoreMediumNew York, NY2026-11-04
SummerHaven Investment Management, LLC
19,600$932.4K0.5%Deep ValueHighStamford, CT2026-10-19
Allspring Global Investments Holdings, LLC
17,835$853.2K0.0%CoreMediumCharlotte, NC2026-11-04
Virginia Retirement Systems ET Al
15,766$750.0K0.0%CoreMediumRichmond, VA2026-10-28
Andrew Hill Investment Advisors, Inc.
12,931$615.1K0.5%GrowthHighNaples, FL2026-10-22
DekaBank Deutsche Girozentrale
12,368$5800.0%CoreLowFrankfurt, Hong Kong2026-10-27
Alps Advisors Inc
12,141$577.5K0.0%YieldLowDenver, CO2026-11-03
Cambridge Investment Research Advisors, Inc.
10,772$512.0K0.0%ETFLowFairfield, IA2026-11-02
Compass Financial Management LLC
7,834$372.7K0.0%CoreN/ATampa, FL2026-10-30
Xponance LLC
7,075$336.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Simplicity Wealth,LLC
6,375$303.3K0.0%ETFLowSummit, NJ2026-10-23
Wealth Enhancement Advisory Services, LLC
5,515$260.2K0.0%CoreLowPlymouth, MN2026-10-13
Swiss Life Asset Management Ltd
5,417$257.7K0.0%CoreLowZurich, Switzerland2026-11-03
Arizona State Retirement System
5,045$240.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
US Bancorp \de\
3,611$171.8K0.0%IndexLowMinneapolis, MN2026-11-05
Parallel Advisors, LLC
3,573$170.0K0.0%IndexLowSan Francisco, CA2026-11-03
New England Capital Financial Advisors LLC
2,905$138.2K0.0%ETFLowMeriden, CT2026-11-03
Signaturefd, LLC
1,970$93.7K0.0%IndexLowAtlanta, GA2026-10-23
State of Wyoming
1,484$70.6K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
1,430$68.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Alaska, Department of Revenue
1,096$52.0K0.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
729$34.7K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
462$22.0K0.0%IndexVery LowCincinnati, OH2026-11-05
SJS Investment Consulting Inc.
401$19.1K0.0%ETFVery LowSylvania, OH2026-10-26
Daytona Street Capital LLC
400$19.1K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Sterling Capital Management LLC
385$18.3K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
344$16.4K0.0%IndexVery LowFoster City, CA2026-10-08
Harbor Capital Advisors, Inc.
332$160.0%ValueHighChicago, IL2026-10-22
CoreCap Advisors, LLC
329$15.7K0.0%ETFMediumSouthfield, MI2026-10-08
Summit Securities Group LLC
230$10.9K0.0%CoreVery HighNew York, NY2026-11-05
Larson Financial Group LLC
152$7.2K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
104$4.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
96$4.6K0.0%CoreMediumBirmingham, AL2026-11-04
Trust Co of Vermont
80$3.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Physician Wealth Advisors, Inc.
62$3.0K0.0%ETFMediumMidvale, UT2026-10-20
GK Wealth Management LLC
61$2.9K0.0%GARPVery HighReno, NV2026-10-09
Clark Wealth Partners
51$2.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
True Wealth Design, LLC
44$2.1K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
42$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
40$1.9K0.0%GARPLowPhoenix, AZ2026-10-02
Silver Grove Financial Group, Inc.
38$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Simplex Trading, LLC
35$1.7K0.0%CoreVery HighChicago, IL2026-11-04
Fortitude Family Office, LLC
24$1.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
18$8560.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
16$7610.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
13$10.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
3$1430.0%ETFLowFort Lauderdale, FL2026-10-30
GHP Investment Advisors, Inc.
1$480.0%CoreVery LowDenver, CO2026-10-15