Amalgamated Financial Ownership | Who Owns Amalgamated Financial?


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Amalgamated Financial Ownership Summary


Amalgamated Financial is owned by 61.63% institutional investors, 25.16% insiders, and 13.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.11% of AMAL shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.25% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmalgamated Financial61.63%25.16%13.21%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks54.08%12.36%33.57%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.40M11.11%$105.94M
Blackrock2.88M9.47%$79.05M
Dimensional fund advisors lp1.22M3.98%$40.80M
Vanguard group1.21M3.94%$40.38M
State street842.55K2.75%$28.20M
Adage capital partners gp701.57K2.30%$21.89M
American century companies552.18K1.81%$17.23M
Jpmorgan chase545.88K1.78%$18.27M
Geode capital management480.85K1.57%$16.10M
First manhattan co. llc.395.68K1.29%$12.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Figure 8 investment strategies83.01K2.73%$2.78M
Alliance wealth advisors, llc /ut46.39K2.44%$10.16M
Nia impact advisors212.15K2.29%$6.62M
Elizabeth park capital advisors72.04K2.02%$2.25M
Harrington investments80.51K1.33%$2.51M
Clean yield group103.89K0.97%$3.24M
Arjuna capital95.50K0.79%$2.98M
Summerhaven investment management29.22K0.60%$911.73K
Isthmus partners109.73K0.40%$3.42M
Bridgeway capital management322.83K0.24%$10.81M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de3.40M0.00%224.86K
Congress asset management co /ma159.52K0.04%159.52K
State street842.55K0.00%137.69K
Blackrock2.88M0.00%117.10K
Ubs group128.74K0.00%96.22K

Top Sellers

HolderShares% AssetsChange
Neumeier poma investment counsel---242.16K
Redwood grove capital---201.01K
Hillsdale investment management---123.01K
Kennedy capital management---115.33K
Vanguard group1.21M0.00%-91.14K

New Positions

HolderShares% AssetsChangeValue
Congress asset management co /ma159.52K0.04%159.52K$5.34M
Figure 8 investment strategies83.01K2.73%83.01K$2.78M
Alliance wealth advisors, llc /ut46.39K2.44%46.39K$10.16M
Bnp paribas arbitrage, snc41.89K0.00%41.89K$1.40M
Assenagon asset management36.92K0.00%36.92K$1.15M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-4.00
Stephens consulting-15.00
Parkside financial bank & trust-15.00
Quarry lp-38.00
Amundi-39.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202419215.66%18,190,6844.38%591.84%11023.60%516.25%
Sep 30, 20241667.10%17,427,9907.28%562.01%8912.66%48-14.29%
Jun 30, 2024154-3.14%16,245,7420.04%531.89%79-9.20%5624.44%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF689.50K2.25%-
Macquarie Small Cap Value A656.75K2.16%-
iShares Russell 2000 ETF560.05K1.85%-10.61K
Vanguard Total Stock Mkt Idx Inv521.85K1.72%-11.57K
Avantis US Small Cap Value ETF465.86K1.54%320.00
BlackRock Advantage Small Cap Core Instl409.22K1.35%-
Macquarie VIP Small Cap Value Series Std276.15K0.91%-
Neumeier Poma Small Cap Value231.94K0.76%-96.09K
Boston Trust Walden Small Cap221.04K0.73%-490.00
Vanguard Institutional Extnd Mkt Idx Tr220.98K0.73%-94.04K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 07, 2025Tenner Mandy EVP, Chief Legal OfficerSell$43.28K
Aug 07, 2025Tenner Mandy EVP, Chief Legal OfficerSell$100.66K
Apr 07, 2025Graham Tyrone EVP, Chief HR OfficerSell$18.60K
Mar 07, 2025Graham Tyrone EVP, Chief HR OfficerSell$25.84K
Mar 05, 2025Graham Tyrone EVP, Chief HR OfficerSell$101.17K

Insider Transactions Trends


DateBuySell
2025 Q2-1
2025 Q1-12
2024 Q4-51
2024 Q3-13
2024 Q2-3

AMAL Ownership FAQ


Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 61.63%, followed by 25.16% insiders and 13.21% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 54.08%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock funding, inc. /de (3.4M shares, 11.11%), Blackrock (2.88M shares, 9.47%), and Dimensional fund advisors lp (1.22M shares, 3.98%). Together, they hold 24.56% 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 2.73% of its assets in 83.01K Amalgamated Financial shares, valued at 2.78M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Amalgamated Financial shares, with 2.25% of its total shares outstanding invested in 689.5K Amalgamated Financial shares.

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