Amalgamated Financial Ownership | Who Owns Amalgamated Financial?

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Amalgamated Financial Ownership Summary

Amalgamated Financial is owned by 59.57% institutional investors, 39.98% insiders, and 0.45% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.42% of AMAL shares. Delaware Sm-Cap Val Eq is the top mutual fund, with 2.44% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Amalgamated Financial	59.57%	39.98%	0.45%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Regional Banks Stocks	54.14%	12.51%	33.36%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.41M	11.42%	$156.33M
Blackrock	2.88M	9.47%	$79.05M
Vanguard group	1.43M	4.79%	$45.94M
Dimensional fund advisors lp	1.41M	4.72%	$64.62M
Macquarie management	1.13M	3.79%	$51.91M
Vanguard capital management	830.20K	2.78%	$38.11M
Alliancebernstein	793.23K	2.66%	$30.83M
American century companies	747.71K	2.51%	$34.32M
State street	700.20K	2.35%	$32.14M
Adage capital partners gp	575.02K	1.93%	$26.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Figure 8 investment strategies	67.31K	2.61%	$3.09M
Nia impact advisors	109.13K	2.08%	$5.01M
Harrington investments	79.31K	1.76%	$3.64M
Pmc fig opportunities	15.36K	1.12%	$704.98K
Arjuna capital	106.30K	1.10%	$4.88M
Clean yield group	68.14K	0.78%	$3.13M
Globeflex capital l p	103.40K	0.61%	$4.75M
Summerhaven investment management	22.80K	0.56%	$1.05M
Isthmus partners	111.68K	0.50%	$5.13M
R squared	14.33K	0.35%	$657.93K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	168.28K	0.00%	168.28K
Blackrock	2.88M	0.00%	117.10K
American century companies	747.71K	0.02%	80.70K
First trust advisors lp	91.21K	0.00%	68.92K
Brevan howard capital management lp	77.97K	0.03%	68.83K

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-873.67K
Boston trust walden	-	-	-536.16K
Adage capital partners gp	575.02K	0.04%	-265.09K
Neumeier poma investment counsel	-	-	-242.16K
Redwood grove capital	-	-	-201.01K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	168.28K	0.00%	168.28K	$7.72M
Gsa capital partners llp	41.49K	0.12%	41.49K	$1.91M
Boothbay fund management	29.68K	0.02%	29.68K	$1.36M
Skopos labs	16.76K	0.02%	16.76K	$651.31K
Occudo quantitative strategies lp	16.42K	0.05%	16.42K	$445.78K

Sold Out

Holder	Change
Turning point benefit group	-3.00
Nelson, van denburg & campbell wealth management group	-4.00
Sbi securities	-5.00
Parkside financial bank & trust	-15.00
Stephens consulting	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	195	11.43%	17,760,574	-1.45%	59	1.64%	96	10.34%	69	13.11%
Mar 31, 2026	174	1.16%	18,021,848	-0.51%	60	1.64%	87	-2.25%	61	-1.61%
Dec 31, 2025	53	-67.08%	2,916,211	-84.34%	9	0.26%	27	-63.51%	14	-78.46%
Sep 30, 2025	61	-65.14%	4,398,736	-76.81%	14	0.37%	17	-82.47%	29	-49.12%
Jun 30, 2025	174	-5.95%	18,833,918	0.44%	61	1.65%	96	12.94%	57	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Delaware Sm-Cap Val Eq	729.65K	2.44%	-54.90K
Nomura Small Cap Value A	729.65K	2.44%	-
Vanguard US Total Market Shares ETF	689.50K	2.25%	-
Avantis US Small Cap Value ETF	636.27K	2.13%	225.00
Macquarie Small Cap Value A	584.75K	1.94%	-72.00K
Vanguard Morn Total Stk Mkt Idx Investor	567.41K	1.90%	-
Vanguard Total Stock Mkt Idx Inv	567.41K	1.90%	-
Vanguard MStar Total Stk Mkt Idx Invest	567.41K	1.90%	-
iShares Russell 2000 ETF	523.22K	1.75%	-9.31K
BlackRock Advantage Small Cap Core Instl	403.28K	1.35%	9.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 10, 2026	Mark Finser	-	Sell	$39.88K
Aug 03, 2026	Wells Royce A.	-	Sell	$39.35K
Jul 30, 2026	Bruce Maryann	-	Sell	$105.94K
Jun 11, 2026	Darby Jason	Senior Executive VP and CFO	Sell	$10.83K
Jun 11, 2026	Darby Jason	Senior Executive VP and CFO	Sell	$10.94K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	3
2026 Q2	-	9
2026 Q1	-	7
2025 Q4	-	4
2025 Q3	-	5

AMAL Ownership FAQ

Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 59.57%, followed by 39.98% insiders and 0.45% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 54.14%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.41M shares, 11.42%), Blackrock (2.88M shares, 9.47%), and Vanguard group (1.43M shares, 4.79%). Together, they hold 25.68% 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 2.61% of its assets in 67.31K Amalgamated Financial shares, valued at 3.09M$.

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

Delaware Sm-Cap Val Eq is the top mutual fund holder of Amalgamated Financial shares, with 2.44% of its total shares outstanding invested in 729.65K Amalgamated Financial shares.

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