Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMAL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.5M | $134.8M | -0.6% | 11.614% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $54.6M | -0.4% | 4.706% | 0.01% |
| 3 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $46.0M | +40.0% | 3.962% | 0.08% |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 840K | $32.7M | -11.9% | 2.814% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 822K | $31.9M | β | 2.752% | 0.00% |
| 6 | STATE STREET CORP | 749K | $29.1M | +2.1% | 2.509% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 667K | $25.9M | +9.2% | 2.235% | 0.01% |
| 8 | ALLIANCEBERNSTEIN L.P. | 751K | $24.1M | +18.0% | 2.517% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 571K | $22.2M | -8.5% | 1.913% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 444K | $17.3M | β | 1.487% | 0.00% |
| 11 | FIRST MANHATTAN CO | 403K | $15.7M | -1.0% | 1.349% | 0.04% |
| 12 | FEDERATED HERMES, INC. | 325K | $12.6M | +11.9% | 1.087% | 0.02% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 290K | $11.3M | +1.9% | 0.972% | 0.23% |
| 14 | NORTHERN TRUST CORP | 222K | $8.6M | +3.2% | 0.742% | 0.00% |
| 15 | Nuveen, LLC | 213K | $8.3M | -0.5% | 0.713% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 185K | $7.2M | -37.3% | 0.621% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 177K | $6.9M | -3.4% | 0.592% | 0.00% |
| 18 | CONGRESS ASSET MANAGEMENT CO /MA | 174K | $6.7M | +16.5% | 0.582% | 0.05% |
| 19 | BANK OF AMERICA CORP /DE/ | 165K | $6.4M | +9.7% | 0.552% | 0.00% |
| 20 | Bank of New York Mellon Corp | 156K | $6.1M | -6.5% | 0.523% | 0.00% |
| 21 | Trexquant Investment LP | 140K | $5.5M | +101.0% | 0.470% | 0.05% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 137K | $5.3M | β | 0.458% | 0.00% |
| 23 | MORGAN STANLEY | 135K | $5.3M | -13.3% | 0.453% | 0.00% |
| 24 | Empowered Funds, LLC | 134K | $5.2M | +6.1% | 0.450% | 0.03% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 116K | $4.5M | +29.5% | 0.390% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AMAL β a direct measure of their conviction.
Filings activity in AMAL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 175 | +2.9% | 49.37% | +8.16 pp | $658M | +20% |
| Q4 2025 | 170 | +6.3% | 41.21% | +5.23 pp | $549M | +15% |
| Q3 2025 | 160 | 9.6% | 35.98% | 6.74 pp | $480M | 16% |
| Q2 2025 | 177 | 3.8% | 42.72% | +4.45 pp | $569M | +12% |
| Q1 2025 | 184 | 5.6% | 38.27% | 5.16 pp | $510M | 12% |
| Q4 2024 | 195 | +17% | 43.43% | +4.17 pp | $579M | +11% |
| Q3 2024 | 166 | +7.8% | 39.26% | +7.41 pp | $523M | +23% |
| Q2 2024 | 154 | β | 31.85% | β | $424M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMAL stock.
Based on Q1 2026 13F filings, institutional ownership of Amalgamated Financial Corp. stands at 49.4%, held across 175 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMAL, with approximately 3,466,868 shares worth $0.13B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AMAL.
Our composite Smart Money Score for AMAL is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in AMAL during Q1 2026, while 29 fully exited. 114 added to existing positions and 25 trimmed.
AMAL institutional ownership rose by 8.16 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 63.6% of all reported 13F value in AMAL, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Amalgamated Financial Corp. (AMAL) Institutional Ownership