Amalgamated Financial Ownership | Who Owns Amalgamated Financial?

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Amalgamated Financial Ownership Summary

Amalgamated Financial is owned by 56.87% institutional investors, 39.71% insiders, and 3.42% retail investors. Blackrock is the largest institutional shareholder, holding 9.47% of AMAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.25% of its assets in Amalgamated Financial shares.

AMAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Amalgamated Financial	56.87%	39.71%	3.42%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.88M	9.47%	$79.05M
Adage capital partners gp	1.53M	5.03%	$42.00M
Vanguard group	1.22M	4.00%	$33.42M
Dimensional fund advisors lp	1.16M	3.80%	$31.72M
Brown advisory	833.23K	2.73%	$22.83M
State street	671.77K	2.20%	$18.41M
Jpmorgan chase	478.17K	1.57%	$13.10M
Geode capital management	444.78K	1.46%	$12.19M
American century companies	428.75K	1.41%	$11.75M
First manhattan co. llc.	402.90K	1.32%	$11.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nia impact advisors	221.39K	2.18%	$6.07M
Clean yield group	144.54K	1.48%	$3.96M
Arjuna capital	176.18K	1.30%	$4.83M
Harrington investments	75.90K	1.18%	$2.08M
Isthmus partners	136.47K	0.35%	$3.74M
Globeflex capital l p	93.15K	0.27%	$2.55M
Clarivest asset management	67.93K	0.19%	$1.86M
Bridgeway capital management	248.15K	0.16%	$6.80M
Virtus investment advisers	6.10K	0.14%	$167.14K
Virtus fund advisers	1.18K	0.13%	$32.22K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	1.22M	0.00%	252.66K
Allianz asset management gmbh	118.15K	0.00%	118.15K
Blackrock	2.88M	0.00%	117.10K
American century companies	428.75K	0.01%	63.56K
Jpmorgan chase	478.17K	0.00%	57.00K

Top Sellers

Holder	Shares	% Assets	Change
Redwood grove capital	-	-	-201.01K
Assenagon asset management	-	-	-112.43K
Adage capital partners gp	1.53M	0.08%	-111.74K
Goldman sachs group	293.16K	0.00%	-49.06K
Morgan stanley	150.92K	0.00%	-47.95K

New Positions

Holder	Shares	% Assets	Change	Value
Credit agricole s a	52.54K	0.01%	52.54K	$1.44M
Lsv asset management	50.28K	0.00%	50.28K	$1.38M
Price t rowe associates inc /md/	49.98K	0.00%	49.98K	$1.37M
Deerfield management company, l.p. (series c)	44.50K	0.02%	44.50K	$1.22M
Connor, clark & lunn investment management	18.22K	0.00%	18.22K	$499.34K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Quarry lp	-38.00
Clear street markets	-184.00
Simplex trading	-311.00
Citadel advisors	-400.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Sep 30, 2023	115	-0.86%	15,354,697	-3.04%	50	1.89%	49	-22.22%	40	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	690.51K	2.25%	1.01K
iShares Russell 2000 ETF	549.84K	1.79%	-1.23K
Avantis US Small Cap Value ETF	408.35K	1.33%	-
Brown Advisory Small-Cap Fdmtl Val Inv	392.84K	1.28%	-111.19K
BlackRock Advantage Small Cap Core Instl	344.02K	1.12%	29.18K
Vanguard Institutional Extnd Mkt Idx Tr	288.04K	0.94%	-1.08K
DFA US Targeted Value I	211.76K	0.69%	-
Federated Hermes MDT SCC Institutional	206.92K	0.67%	78.27K
Federated Hermes MDT Small Cap Core IS	206.92K	0.67%	78.27K
Fidelity Small Cap Index	184.13K	0.60%	-6.26K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2024	Western States Regional Joint Board, Workers United	-	Sell	$352.06K
Nov 19, 2024	Western States Regional Joint Board, Workers United	-	Sell	$1.67M
Nov 20, 2024	Workers United	-	Sell	$352.06K
Nov 19, 2024	Workers United	-	Sell	$1.67M
Nov 15, 2024	Western States Regional Joint Board, Workers United	-	Sell	$2.25M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	51
2024 Q3	-	13
2024 Q2	-	3
2024 Q1	-	2
2023 Q4	-	17

AMAL Ownership FAQ

Who Owns Amalgamated Financial?

Amalgamated Financial shareholders are primarily institutional investors at 56.87%, followed by 39.71% insiders and 3.42% retail investors. The average institutional ownership in Amalgamated Financial's industry, Regional Banks Stocks, is 51.67%, which Amalgamated Financial exceeds.

Who owns the most shares of Amalgamated Financial?

Amalgamated Financial’s largest shareholders are Blackrock (2.88M shares, 9.47%), Adage capital partners gp (1.53M shares, 5.03%), and Vanguard group (1.22M shares, 4.00%). Together, they hold 18.50% 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?

Nia impact advisors is Amalgamated Financial’s biggest shareholder by percentage of total assets invested, with 2.18% of its assets in 221.39K Amalgamated Financial shares, valued at 6.07M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Amalgamated Financial shares, with 2.25% of its total shares outstanding invested in 690.51K Amalgamated Financial shares.

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