​

Amalgamated Financial Ownership | Who Owns Amalgamated Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Amalgamated Financial Ownership Summary

Amalgamated Financial is owned by 14.39% institutional investors, 25.44% insiders, and 60.16% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.88% 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

TypeName% Inst% Insiders% Retail
StockAmalgamated Financial14.39%25.44%60.16%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.32M10.88%$90.27M
Blackrock2.88M9.47%$79.05M
Dimensional fund advisors lp1.41M4.60%$38.21M
Vanguard group1.39M4.53%$37.61M
Macquarie group873.67K2.86%$23.72M
Adage capital partners gp833.38K2.73%$22.63M
State street770.33K2.52%$20.91M
Alliancebernstein639.43K2.09%$17.36M
Geode capital management630.68K2.06%$17.13M
American century companies589.03K1.93%$15.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Figure 8 investment strategies84.42K2.04%$2.29M
Nia impact advisors123.73K1.09%$3.36M
Harrington investments80.51K1.09%$2.19M
Clean yield group100.33K0.77%$2.72M
Arjuna capital99.78K0.67%$2.71M
Summerhaven investment management25.54K0.40%$693.44K
Globeflex capital l p93.15K0.39%$2.53M
Olympiad research lp7.52K0.28%$204.14K
Clarivest asset management67.93K0.19%$1.86M
Bridgeway capital management298.21K0.17%$8.10M

Top Buyers

HolderShares% AssetsChange
Adage capital partners gp833.38K0.04%131.80K
Blackrock2.88M0.00%117.10K
Edmond de rothschild72.96K0.03%72.96K
Dimensional fund advisors lp1.41M0.01%54.88K
Aqr capital management147.95K0.01%54.69K

Top Sellers

HolderShares% AssetsChange
Neumeier poma investment counsel---242.16K
Redwood grove capital---201.01K
Allianz asset management gmbh99.62K0.00%-152.21K
Barclays63.87K0.00%-130.44K
Alliancebernstein639.43K0.01%-127.36K

New Positions

HolderShares% AssetsChangeValue
Edmond de rothschild72.96K0.03%72.96K$1.98B
Occudo quantitative strategies lp16.42K0.05%16.42K$445.78K
Dynamic technology lab private12.83K0.06%12.83K$348.00M
Numerai gp12.44K0.05%12.44K$337.83K
Counterpoint mutual funds8.99K0.04%8.99K$301.03K

Sold Out

HolderChange
Skopos labs-2.00
Nelson, van denburg & campbell wealth management group-4.00
Stephens consulting-15.00
Parkside financial bank & trust-15.00
Ameritas advisory services-17.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202561-65.14%4,398,736-76.81%140.37%17-82.47%29-49.12%
Jun 30, 2025174-5.95%18,833,9180.44%611.65%9612.94%57-25.00%
Mar 31, 2025184-6.12%18,740,1532.58%611.72%84-26.32%7649.02%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF689.50K2.25%-
Macquarie Small Cap Value A584.75K1.94%-72.00K
iShares Russell 2000 ETF572.27K1.90%-
Vanguard Total Stock Mkt Idx Inv521.85K1.72%-11.57K
Avantis US Small Cap Value ETF473.94K1.57%672.00
BlackRock Advantage Small Cap Core Instl409.22K1.35%-
Macquarie VIP Small Cap Value Series Std276.15K0.92%-
SPDR® S&P Regional Banking ETF235.43K0.78%-
Fidelity Small Cap Index234.85K0.77%53.08K
Neumeier Poma Small Cap Value231.94K0.76%-96.09K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 13, 2025Tenner Mandy EVP, Chief Legal OfficerSell$95.08K
Aug 07, 2025Fox Lynne P.-Sell$8.25K
Oct 31, 2025Fox Lynne P.-Sell$244.62K
Oct 31, 2025Kelly Julie-Sell$183.11K
Oct 31, 2025Romney Edgar-Sell$183.11K

Insider Transactions Trends

DateBuySell
2025 Q4-4
2025 Q3-5
2025 Q2-3
2025 Q1-12
2024 Q4-51

AMAL Ownership FAQ

Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 14.39%, followed by 25.44% insiders and 60.17% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 38.26%, which Amalgamated Financial falls below.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.32M shares, 10.88%), Blackrock (2.88M shares, 9.47%), and Dimensional fund advisors lp (1.41M shares, 4.60%). Together, they hold 24.95% 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 2.04% of its assets in 84.42K Amalgamated Financial shares, valued at 2.29M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Amalgamated Financial shares, with 2.25% of its total shares outstanding invested in 689.5K Amalgamated Financial shares.

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