Amalgamated Financial Ownership | Who Owns Amalgamated Financial?


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Amalgamated Financial Ownership Summary


Amalgamated Financial is owned by 56.87% institutional investors, 39.71% insiders, and 3.42% retail investors. Blackrock is the largest institutional shareholder, holding 9.47% of AMAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.25% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmalgamated Financial56.87%39.71%3.42%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.88M9.47%$79.05M
Adage capital partners gp1.53M5.03%$42.00M
Vanguard group1.22M4.00%$33.42M
Dimensional fund advisors lp1.16M3.80%$31.72M
Brown advisory833.23K2.73%$22.83M
State street671.77K2.20%$18.41M
Jpmorgan chase478.17K1.57%$13.10M
Geode capital management444.78K1.46%$12.19M
American century companies428.75K1.41%$11.75M
First manhattan co. llc.402.90K1.32%$11.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nia impact advisors221.39K2.18%$6.07M
Clean yield group144.54K1.48%$3.96M
Arjuna capital176.18K1.30%$4.83M
Harrington investments75.90K1.18%$2.08M
Isthmus partners136.47K0.35%$3.74M
Globeflex capital l p93.15K0.27%$2.55M
Clarivest asset management67.93K0.19%$1.86M
Bridgeway capital management248.15K0.16%$6.80M
Virtus investment advisers6.10K0.14%$167.14K
Virtus fund advisers1.18K0.13%$32.22K

Top Buyers

HolderShares% AssetsChange
Vanguard group1.22M0.00%252.66K
Allianz asset management gmbh118.15K0.00%118.15K
Blackrock2.88M0.00%117.10K
American century companies428.75K0.01%63.56K
Jpmorgan chase478.17K0.00%57.00K

Top Sellers

HolderShares% AssetsChange
Redwood grove capital---201.01K
Assenagon asset management---112.43K
Adage capital partners gp1.53M0.08%-111.74K
Goldman sachs group293.16K0.00%-49.06K
Morgan stanley150.92K0.00%-47.95K

New Positions

HolderShares% AssetsChangeValue
Credit agricole s a52.54K0.01%52.54K$1.44M
Lsv asset management50.28K0.00%50.28K$1.38M
Price t rowe associates inc /md/49.98K0.00%49.98K$1.37M
Deerfield management company, l.p. (series c)44.50K0.02%44.50K$1.22M
Connor, clark & lunn investment management18.22K0.00%18.22K$499.34K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-4.00
Quarry lp-38.00
Clear street markets-184.00
Simplex trading-311.00
Citadel advisors-400.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241667.10%17,427,9907.28%562.01%8912.66%48-14.29%
Jun 30, 2024154-3.14%16,245,7420.04%531.89%79-9.20%5624.44%
Mar 31, 202415918.66%16,238,8006.34%532.12%8717.57%4512.50%
Dec 31, 202313416.52%15,270,909-0.55%501.99%7451.02%40-
Sep 30, 2023115-0.86%15,354,697-3.04%501.89%49-22.22%40-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv690.51K2.25%1.01K
iShares Russell 2000 ETF549.84K1.79%-1.23K
Avantis US Small Cap Value ETF408.35K1.33%-
Brown Advisory Small-Cap Fdmtl Val Inv392.84K1.28%-111.19K
BlackRock Advantage Small Cap Core Instl344.02K1.12%29.18K
Vanguard Institutional Extnd Mkt Idx Tr288.04K0.94%-1.08K
DFA US Targeted Value I211.76K0.69%-
Federated Hermes MDT SCC Institutional206.92K0.67%78.27K
Federated Hermes MDT Small Cap Core IS206.92K0.67%78.27K
Fidelity Small Cap Index184.13K0.60%-6.26K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 20, 2024Western States Regional Joint Board, Workers United-Sell$352.06K
Nov 19, 2024Western States Regional Joint Board, Workers United-Sell$1.67M
Nov 20, 2024Workers United-Sell$352.06K
Nov 19, 2024Workers United-Sell$1.67M
Nov 15, 2024Western States Regional Joint Board, Workers United-Sell$2.25M

Insider Transactions Trends


DateBuySell
2024 Q4-51
2024 Q3-13
2024 Q2-3
2024 Q1-2
2023 Q4-17

AMAL Ownership FAQ


Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 56.87%, followed by 39.71% insiders and 3.42% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 51.67%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock (2.88M shares, 9.47%), Adage capital partners gp (1.53M shares, 5.03%), and Vanguard group (1.22M shares, 4.00%). Together, they hold 18.50% of Amalgamated Financial’s total shares outstanding.

Does Blackrock own Amalgamated Financial?

Yes, BlackRock owns 9.47% of Amalgamated Financial, totaling 2.88M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 79.05M$. In the last quarter, BlackRock increased its holdings by 117.1K shares, a 4.23% change.

Who is Amalgamated Financial’s biggest shareholder by percentage of total assets invested?

Nia impact advisors is Amalgamated Financial’s biggest shareholder by percentage of total assets invested, with 2.18% of its assets in 221.39K Amalgamated Financial shares, valued at 6.07M$.

Who is the top mutual fund holder of Amalgamated Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Amalgamated Financial shares, with 2.25% of its total shares outstanding invested in 690.51K Amalgamated Financial shares.

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