Amalgamated Financial Ownership | Who Owns Amalgamated Financial?


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Amalgamated Financial Ownership Summary


Amalgamated Financial is owned by 59.36% institutional investors, 39.72% insiders, and 0.92% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.41% of AMAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.74% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmalgamated Financial59.36%39.72%0.92%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.50M11.41%$117.01M
Blackrock2.88M9.47%$79.05M
Dimensional fund advisors lp1.22M3.98%$40.80M
Vanguard group1.21M3.94%$40.38M
State street842.55K2.75%$28.20M
Adage capital partners gp548.07K1.79%$18.34M
Jpmorgan chase545.88K1.78%$18.27M
American century companies502.85K1.64%$16.83M
Geode capital management480.85K1.57%$16.10M
First manhattan co. llc.451.88K1.47%$15.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Figure 8 investment strategies83.01K2.73%$2.78M
Nia impact advisors228.11K2.48%$7.63M
Elizabeth park capital advisors72.04K1.97%$2.41M
Harrington investments80.51K1.48%$2.69M
Arjuna capital163.34K1.45%$5.47M
Clean yield group119.36K1.27%$4.00M
Neumeier poma investment counsel391.19K1.27%$13.09M
Andrew hill investment advisors28.14K0.70%$941.93K
Summerhaven investment management28.29K0.58%$946.70K
Isthmus partners109.75K0.45%$3.67M

Top Buyers

HolderShares% AssetsChange
Neumeier poma investment counsel391.19K1.27%391.19K
Blackrock funding, inc. /de3.50M0.00%227.47K
Congress asset management co /ma159.52K0.04%159.52K
State street842.55K0.00%137.69K
Blackrock2.88M0.00%117.10K

Top Sellers

HolderShares% AssetsChange
Brown advisory24.34K0.00%-820.83K
Redwood grove capital---201.01K
Adage capital partners gp548.07K0.03%-168.20K
Kennedy capital management---115.33K
Vanguard group1.21M0.00%-91.14K

New Positions

HolderShares% AssetsChangeValue
Neumeier poma investment counsel391.19K1.27%391.19K$13.09M
Congress asset management co /ma159.52K0.04%159.52K$5.34M
Figure 8 investment strategies83.01K2.73%83.01K$2.78M
Raymond james financial67.03K0.00%67.03K$2.24M
Jefferies financial group55.00K0.01%55.00K$1.84M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-4.00
Quarry lp-38.00
Allspring global investments-53.00
Clear street markets-184.00
Capital performance advisors llp-275.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202419215.66%18,190,6844.38%591.84%11023.60%516.25%
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-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv533.42K1.74%-
iShares Russell 2000 ETF520.12K1.70%-10.21K
Avantis US Small Cap Value ETF435.56K1.42%225.00
BlackRock Advantage Small Cap Core Instl429.37K1.40%-
Neumeier Poma Small Cap Value328.04K1.07%328.04K
Vanguard Institutional Extnd Mkt Idx Tr322.13K1.05%103.00
SPDR® S&P Regional Banking ETF240.11K0.78%-8.54K
DFA US Targeted Value I211.76K0.69%-
Federated Hermes MDT Small Cap Core IS206.92K0.67%-
Federated Hermes MDT SCC Institutional206.92K0.67%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 05, 2025Graham Tyrone EVP, Chief HR OfficerSell$101.17K
Mar 07, 2025Graham Tyrone EVP, Chief HR OfficerSell$25.84K
Mar 03, 2025Searby Sean EVP Chief Info. & Ops. OfficerSell$97.47K
Feb 13, 2025Romney Edgar Jr Chief Strategy & Admin OfficerSell$353.52K
Feb 04, 2025Western States Regional Joint Board, Workers United-Sell$1.54M

Insider Transactions Trends


DateBuySell
2025 Q1-12
2024 Q4-51
2024 Q3-13
2024 Q2-3
2024 Q1-2

AMAL Ownership FAQ


Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 59.36%, followed by 39.72% insiders and 0.92% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 41.99%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.5M shares, 11.41%), Blackrock (2.88M shares, 9.47%), and Dimensional fund advisors lp (1.22M shares, 3.98%). Together, they hold 24.85% 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?

Figure 8 investment strategies is Amalgamated Financial’s biggest shareholder by percentage of total assets invested, with 2.73% of its assets in 83.01K Amalgamated Financial shares, valued at 2.78M$.

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 1.74% of its total shares outstanding invested in 533.42K Amalgamated Financial shares.

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