Amalgamated Financial Ownership | Who Owns Amalgamated Financial?

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Amalgamated Financial Ownership Summary

Amalgamated Financial is owned by 9.74% institutional investors, 25.41% insiders, and 64.85% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.65% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Amalgamated Financial	9.74%	25.41%	64.85%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.49M	11.65%	$111.68M
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
Adage capital partners gp	833.38K	2.73%	$22.63M
State street	770.33K	2.52%	$20.91M
Alliancebernstein	639.43K	2.09%	$17.36M
Geode capital management	623.82K	2.08%	$19.98M
American century companies	589.03K	1.93%	$15.99M
First manhattan co. llc.	397.69K	1.30%	$10.80M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Figure 8 investment strategies	66.10K	2.51%	$2.57M
Nia impact advisors	96.39K	1.67%	$3.75M
Harrington investments	80.86K	1.65%	$3.14M
Arjuna capital	100.47K	0.99%	$3.91M
Clean yield group	73.55K	0.80%	$2.86M
Summerhaven investment management	22.80K	0.54%	$886.20K
Globeflex capital l p	106.95K	0.52%	$3.43M
Isthmus partners	112.57K	0.46%	$4.38M
Olympiad research lp	7.52K	0.28%	$204.14K
R squared	13.29K	0.28%	$516.70K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	3.49M	0.00%	161.66K
Vanguard fiduciary trust	136.58K	0.00%	136.58K
Adage capital partners gp	833.38K	0.04%	131.80K
Goldman sachs group	295.67K	0.00%	129.59K
Blackrock	2.88M	0.00%	117.10K

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
Alliancebernstein	639.43K	0.01%	-127.36K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	136.58K	0.00%	136.58K	$5.31M
Edmond de rothschild	72.96K	0.03%	72.96K	$1.98B
Versor investments lp	29.20K	0.15%	29.20K	$935.28K
Vanguard global advisers	21.68K	0.00%	21.68K	$842.70K
Nwam	17.33K	0.04%	17.33K	$673.58K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Caitong asset management	-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 %
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%
Dec 31, 2024	192	15.66%	18,190,684	4.38%	59	1.84%	110	23.60%	51	6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Nomura Small Cap Value A	784.55K	2.63%	-
Delaware Sm-Cap Val Eq	784.55K	2.63%	223.80K
Vanguard US Total Market Shares ETF	689.50K	2.25%	-
Macquarie Small Cap Value A	584.75K	1.94%	-72.00K
Avantis US Small Cap Value ETF	574.52K	1.92%	-
Vanguard Total Stock Mkt Idx Inv	567.41K	1.90%	-
iShares Russell 2000 ETF	554.78K	1.86%	4.70K
BlackRock Advantage Small Cap Core Instl	393.60K	1.32%	-4.95K
Nomura VIP Small Cap Value Series Std	380.85K	1.28%	-
Macquarie VIP Small Cap Value Series Std	276.15K	0.92%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 07, 2026	Tenner Mandy	EVP, Chief Legal Officer	Sell	$29.89K
Apr 07, 2026	Searby Sean	EVP Chief Info. & Ops. Officer	Sell	$29.93K
Apr 01, 2026	Searby Sean	EVP Chief Info. & Ops. Officer	Sell	$195.05K
Mar 10, 2026	Tenner Mandy	EVP, Chief Legal Officer	Sell	$29.39K
Mar 04, 2026	Graham Tyrone	EVP, Chief HR Officer	Sell	$19.48K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	1
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 9.74%, followed by 25.41% insiders and 64.85% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 31.75%, which Amalgamated Financial falls below.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.49M shares, 11.65%), Blackrock (2.88M shares, 9.47%), and Vanguard group (1.43M shares, 4.79%). Together, they hold 25.91% 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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