Amalgamated Financial Ownership | Who Owns Amalgamated Financial?

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Amalgamated Financial Ownership Summary

Amalgamated Financial is owned by 60.21% institutional investors, 39.98% insiders. 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 2.63% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Amalgamated Financial	60.21%	39.98%	-0.19%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.12%	12.89%	48.99%

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	1.40M	4.69%	$54.60M
Macquarie management	1.18M	3.95%	$45.97M
Adage capital partners gp	840.11K	2.81%	$32.65M
Alliancebernstein	751.42K	2.51%	$24.07M
State street	700.20K	2.35%	$32.14M
American century companies	667.00K	2.23%	$25.93M
Geode capital management	571.09K	1.91%	$22.20M

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
Arjuna capital	100.47K	0.99%	$3.91M
Clean yield group	68.14K	0.78%	$3.13M
Globeflex capital l p	106.95K	0.63%	$4.16M
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
Olympiad research lp	7.52K	0.28%	$204.14K

Top Buyers

Holder	Shares	% Assets	Change
Macquarie management	1.18M	0.08%	337.61K
Vanguard fiduciary trust	136.58K	0.00%	136.58K
Blackrock	2.88M	0.00%	117.10K
Alliancebernstein	751.42K	0.01%	114.46K
Trexquant investment lp	140.27K	0.04%	70.50K

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-873.67K
Boston trust walden	-	-	-536.16K
Neumeier poma investment counsel	-	-	-242.16K
Redwood grove capital	-	-	-201.01K
Kennedy capital management	-	-	-115.33K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	136.58K	0.00%	136.58K	$5.31M
Acadian asset management	53.59K	0.00%	53.59K	$2.08M
Exoduspoint capital management, lp	46.70K	0.01%	46.70K	$1.82M
Gsa capital partners llp	41.49K	0.12%	41.49K	$1.91M
Hrt financial lp	23.71K	0.00%	23.71K	$921.00K

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	184	-6.12%	18,740,153	2.58%	61	1.72%	84	-26.32%	76	49.02%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Delaware Sm-Cap Val Eq	784.55K	2.63%	223.80K
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%	-
iShares Russell 2000 ETF	523.22K	1.75%	-9.31K
BlackRock Advantage Small Cap Core Instl	403.28K	1.35%	9.69K
Nomura VIP Small Cap Value Series Std	384.75K	1.29%	13.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Jun 11, 2026	Darby Jason	Senior Executive VP and CFO	Sell	$108.13K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	2
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 60.21%, followed by 39.98% insiders and -0.19% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 38.12%, 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 2.63% of its total shares outstanding invested in 784.55K Amalgamated Financial shares.

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