Amalgamated Financial Ownership | Who Owns Amalgamated Financial?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Amalgamated Financial | 59.36% | 39.72% | 0.92% |
| Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
| Industry | Regional Banks Stocks | 41.99% | 11.95% | 46.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.50M | 11.41% | $117.01M |
| 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 | 548.07K | 1.79% | $18.34M |
| Jpmorgan chase | 545.88K | 1.78% | $18.27M |
| American century companies | 502.85K | 1.64% | $16.83M |
| Geode capital management | 480.85K | 1.57% | $16.10M |
| First manhattan co. llc. | 451.88K | 1.47% | $15.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Figure 8 investment strategies | 83.01K | 2.73% | $2.78M |
| Nia impact advisors | 228.11K | 2.48% | $7.63M |
| Elizabeth park capital advisors | 72.04K | 1.97% | $2.41M |
| Harrington investments | 80.51K | 1.48% | $2.69M |
| Arjuna capital | 163.34K | 1.45% | $5.47M |
| Clean yield group | 119.36K | 1.27% | $4.00M |
| Neumeier poma investment counsel | 391.19K | 1.27% | $13.09M |
| Andrew hill investment advisors | 28.14K | 0.70% | $941.93K |
| Summerhaven investment management | 28.29K | 0.58% | $946.70K |
| Isthmus partners | 109.75K | 0.45% | $3.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neumeier poma investment counsel | 391.19K | 1.27% | 391.19K |
| Blackrock funding, inc. /de | 3.50M | 0.00% | 227.47K |
| Congress asset management co /ma | 159.52K | 0.04% | 159.52K |
| State street | 842.55K | 0.00% | 137.69K |
| Blackrock | 2.88M | 0.00% | 117.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brown advisory | 24.34K | 0.00% | -820.83K |
| Redwood grove capital | - | - | -201.01K |
| Adage capital partners gp | 548.07K | 0.03% | -168.20K |
| Kennedy capital management | - | - | -115.33K |
| Vanguard group | 1.21M | 0.00% | -91.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Neumeier poma investment counsel | 391.19K | 1.27% | 391.19K | $13.09M |
| Congress asset management co /ma | 159.52K | 0.04% | 159.52K | $5.34M |
| Figure 8 investment strategies | 83.01K | 2.73% | 83.01K | $2.78M |
| Raymond james financial | 67.03K | 0.00% | 67.03K | $2.24M |
| Jefferies financial group | 55.00K | 0.01% | 55.00K | $1.84M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 159 | 18.66% | 16,238,800 | 6.34% | 53 | 2.12% | 87 | 17.57% | 45 | 12.50% |
| Dec 31, 2023 | 134 | 16.52% | 15,270,909 | -0.55% | 50 | 1.99% | 74 | 51.02% | 40 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 533.42K | 1.74% | - |
| iShares Russell 2000 ETF | 520.12K | 1.70% | -10.21K |
| Avantis US Small Cap Value ETF | 435.56K | 1.42% | 225.00 |
| BlackRock Advantage Small Cap Core Instl | 429.37K | 1.40% | - |
| Neumeier Poma Small Cap Value | 328.04K | 1.07% | 328.04K |
| Vanguard Institutional Extnd Mkt Idx Tr | 322.13K | 1.05% | 103.00 |
| SPDR® S&P Regional Banking ETF | 240.11K | 0.78% | -8.54K |
| DFA US Targeted Value I | 211.76K | 0.69% | - |
| Federated Hermes MDT Small Cap Core IS | 206.92K | 0.67% | - |
| Federated Hermes MDT SCC Institutional | 206.92K | 0.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2025 | Graham Tyrone | EVP, Chief HR Officer | Sell | $101.17K |
| Mar 07, 2025 | Graham Tyrone | EVP, Chief HR Officer | Sell | $25.84K |
| Mar 03, 2025 | Searby Sean | EVP Chief Info. & Ops. Officer | Sell | $97.47K |
| Feb 13, 2025 | Romney Edgar Jr | Chief Strategy & Admin Officer | Sell | $353.52K |
| Feb 04, 2025 | Western States Regional Joint Board, Workers United | - | Sell | $1.54M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | 51 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 2 |
AMAL Ownership FAQ
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