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 11.58% of AMAL shares. Nomura Small Cap Value A is the top mutual fund, with 2.63% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmalgamated Financial60.21%39.98%-0.19%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.86%12.63%48.51%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.47M11.58%$134.76M
Blackrock2.88M9.47%$79.05M
Vanguard group1.43M4.79%$45.94M
Dimensional fund advisors lp1.40M4.69%$54.60M
Macquarie management1.18M3.95%$45.97M
Adage capital partners gp840.11K2.81%$32.65M
Alliancebernstein751.42K2.51%$24.07M
State street748.93K2.50%$29.11M
American century companies667.00K2.23%$25.93M
Geode capital management571.09K1.91%$22.20M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Figure 8 investment strategies66.10K2.51%$2.57M
Nia impact advisors96.39K1.67%$3.75M
Harrington investments80.86K1.65%$3.14M
Arjuna capital100.47K0.99%$3.91M
Clean yield group73.55K0.80%$2.86M
Globeflex capital l p106.95K0.63%$4.16M
Summerhaven investment management22.80K0.54%$886.20K
Isthmus partners112.57K0.46%$4.38M
Olympiad research lp7.52K0.28%$204.14K
R squared13.29K0.28%$516.70K

Top Buyers

HolderShares% AssetsChange
Macquarie management1.18M0.08%337.61K
Vanguard fiduciary trust136.58K0.00%136.58K
Blackrock2.88M0.00%117.10K
Alliancebernstein751.42K0.01%114.46K
Trexquant investment lp140.27K0.04%70.50K

Top Sellers

HolderShares% AssetsChange
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

HolderShares% AssetsChangeValue
Vanguard fiduciary trust136.58K0.00%136.58K$5.31M
Acadian asset management53.59K0.00%53.59K$2.08M
Exoduspoint capital management, lp46.70K0.01%46.70K$1.82M
Hrt financial lp23.71K0.00%23.71K$921.00K
Vanguard global advisers21.68K0.00%21.68K$842.70K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20261741.16%18,021,848-0.51%601.64%87-2.25%61-1.61%
Dec 31, 202553-67.08%2,916,211-84.34%90.26%27-63.51%14-78.46%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Nomura Small Cap Value A784.55K2.63%-
Delaware Sm-Cap Val Eq784.55K2.63%223.80K
Vanguard US Total Market Shares ETF689.50K2.25%-
Macquarie Small Cap Value A584.75K1.94%-72.00K
Avantis US Small Cap Value ETF574.52K1.92%-
Vanguard Total Stock Mkt Idx Inv567.41K1.90%-
iShares Russell 2000 ETF554.78K1.86%4.70K
BlackRock Advantage Small Cap Core Instl393.60K1.32%-
Nomura VIP Small Cap Value Series Std380.85K1.28%-
Macquarie VIP Small Cap Value Series Std276.15K0.92%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 11, 2026Darby Jason Senior Executive VP and CFOSell$10.94K
Jun 11, 2026Darby Jason Senior Executive VP and CFOSell$10.83K
Jun 11, 2026Darby Jason Senior Executive VP and CFOSell$108.13K
Jun 10, 2026Bruce Maryann-Sell$91.33K
Jun 10, 2026Bruce Maryann-Sell$86.46K

Insider Transactions Trends


DateBuySell
2026 Q2-6
2026 Q1-7
2025 Q4-4
2025 Q3-5
2025 Q2-3

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 38.86%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.47M shares, 11.58%), Blackrock (2.88M shares, 9.47%), and Vanguard group (1.43M shares, 4.79%). Together, they hold 25.84% 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 2.51% of its assets in 66.1K Amalgamated Financial shares, valued at 2.57M$.

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

Nomura Small Cap Value A 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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