Amalgamated Financial Ownership | Who Owns Amalgamated Financial?
Amalgamated Financial Ownership Summary
Amalgamated Financial is owned by 61.63% institutional investors, 25.16% insiders, and 13.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.11% of AMAL shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.25% of its assets in Amalgamated Financial shares.
AMAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Amalgamated Financial | 61.63% | 25.16% | 13.21% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.40M | 11.11% | $105.94M |
| Blackrock | 2.88M | 9.47% | $79.05M |
| Dimensional fund advisors lp | 1.22M | 3.98% | $40.80M |
| Vanguard group | 1.21M | 3.94% | $40.38M |
| State street | 842.55K | 2.75% | $28.20M |
| Adage capital partners gp | 701.57K | 2.30% | $21.89M |
| American century companies | 552.18K | 1.81% | $17.23M |
| Jpmorgan chase | 545.88K | 1.78% | $18.27M |
| Boston trust walden | 536.16K | 1.75% | $14.56M |
| Geode capital management | 480.85K | 1.57% | $16.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Figure 8 investment strategies | 83.01K | 2.73% | $2.78M |
| Alliance wealth advisors, llc /ut | 46.39K | 2.44% | $10.16M |
| Nia impact advisors | 212.15K | 2.29% | $6.62M |
| Elizabeth park capital advisors | 72.04K | 2.02% | $2.25M |
| Harrington investments | 80.51K | 1.09% | $2.19M |
| Clean yield group | 103.89K | 0.97% | $3.24M |
| Arjuna capital | 95.50K | 0.79% | $2.98M |
| Summerhaven investment management | 29.22K | 0.60% | $911.73K |
| Isthmus partners | 109.73K | 0.40% | $3.42M |
| Bridgeway capital management | 322.83K | 0.24% | $10.81M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.40M | 0.00% | 224.86K |
| State street | 842.55K | 0.00% | 137.69K |
| Blackrock | 2.88M | 0.00% | 117.10K |
| Ubs group | 128.74K | 0.00% | 96.22K |
| Figure 8 investment strategies | 83.01K | 2.73% | 83.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neumeier poma investment counsel | - | - | -242.16K |
| Redwood grove capital | - | - | -201.01K |
| Hillsdale investment management | - | - | -123.01K |
| Kennedy capital management | - | - | -115.33K |
| Vanguard group | 1.21M | 0.00% | -91.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Figure 8 investment strategies | 83.01K | 2.73% | 83.01K | $2.78M |
| Alliance wealth advisors, llc /ut | 46.39K | 2.44% | 46.39K | $10.16M |
| Bnp paribas arbitrage, snc | 41.89K | 0.00% | 41.89K | $1.40M |
| Victory capital management | 24.02K | 0.00% | 24.02K | $803.92K |
| Stifel financial | 18.50K | 0.00% | 18.50K | $619.20K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Parkside financial bank & trust | -15.00 |
| Stephens consulting | -15.00 |
| Geneos wealth management | -24.00 |
| Quarry lp | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 174 | -5.95% | 18,833,918 | 0.44% | 61 | 1.65% | 96 | 12.94% | 57 | -25.00% |
| Mar 31, 2025 | 184 | -6.12% | 18,740,153 | 2.58% | 61 | 1.72% | 84 | -26.32% | 76 | 49.02% |
| Dec 31, 2024 | 192 | 15.66% | 18,190,684 | 4.38% | 59 | 1.84% | 110 | 23.60% | 51 | 6.25% |
| Sep 30, 2024 | 166 | 7.10% | 17,427,990 | 7.28% | 56 | 2.01% | 89 | 12.66% | 48 | -14.29% |
| Jun 30, 2024 | 154 | -3.14% | 16,245,742 | 0.04% | 53 | 1.89% | 79 | -9.20% | 56 | 24.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 689.50K | 2.25% | - |
| Macquarie Small Cap Value A | 584.75K | 1.94% | -72.00K |
| iShares Russell 2000 ETF | 572.27K | 1.90% | - |
| Vanguard Total Stock Mkt Idx Inv | 521.85K | 1.72% | -11.57K |
| Avantis US Small Cap Value ETF | 473.94K | 1.57% | 672.00 |
| BlackRock Advantage Small Cap Core Instl | 409.22K | 1.35% | - |
| Macquarie VIP Small Cap Value Series Std | 276.15K | 0.92% | - |
| SPDR® S&P Regional Banking ETF | 235.43K | 0.78% | - |
| Fidelity Small Cap Index | 234.85K | 0.77% | 53.08K |
| Neumeier Poma Small Cap Value | 231.94K | 0.76% | -96.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | Searby Sean | EVP Chief Info. & Ops. Officer | Sell | $104.23K |
| Jun 03, 2025 | Darby Jason | Senior Executive VP and CFO | Sell | $12.78K |
| Jun 02, 2025 | Darby Jason | Senior Executive VP and CFO | Sell | $12.78K |
| Aug 25, 2025 | Searby Sean | EVP Chief Info. & Ops. Officer | Sell | $122.22K |
| Aug 07, 2025 | Tenner Mandy | EVP, Chief Legal Officer | Sell | $100.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | 51 |
| 2024 Q3 | - | 13 |
AMAL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools