Amalgamated Bank (AMAL) Ownership

24.60 ↑0.71 (2.97%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Amalgamated Bank (AMAL), owning a total of 2.9 million shares. Combined, the top 35 institutional holders of AMAL own 53.17% of the company with a total of 16.2 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders decreased their combined ownership of AMAL by 161 thousand shares. 12 institutions bought 636,381 total additional shares and increased their ownership by an average of 35.06%. However 7 institutions sold 797,141 total shares and decreased their ownership by an average of 18.3%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Amalgamated Bank decreased by a net total of -160,760 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.465%	-0.219%	2,887,691	-6,322	2023-12-31
Adage Capital Partners Gp LLC	6.434%	-10.043%	1,963,108	-219,171	2023-12-31
Vanguard Group Inc	3.686%	0.328%	1,124,536	3,675	2023-12-31
Dimensional Fund Advisors, Inc.	3.297%	13.898%	1,005,772	122,722	2023-12-31
Brown Advisory Holdings Inc	2.698%	-4.616%	823,044	-39,831	2023-12-31
Goldman Sachs Group Inc	2.367%	9.427%	722,084	62,208	2023-12-31
State Street Corporation	1.448%	1.644%	441,678	7,143	2023-12-31
First Manhattan Co. LLC	1.391%	-5.481%	424,243	-24,600	2023-12-31
Geode Capital Management, LLC	1.341%	5.302%	409,011	20,592	2023-12-31
Nuveen Asset Management, LLC	1.104%	15.013%	336,788	43,963	2023-12-31
Morgan Stanley - Brokerage Accounts	0.929%	170.757%	283,529	178,812	2023-12-31
American Century Companies Inc	0.926%	25.036%	282,531	56,572	2023-12-31
Northern Trust Corp	0.773%	3.444%	235,899	7,853	2023-12-31
Bridgeway Capital Management, LLC	0.759%	4.097%	231,469	9,109	2023-12-31
Redwood Grove Capital, LLC	0.756%	0.000%	230,691	0	2023-12-31
DekaBank Deutsche Girozentrale	0.741%	-62.688%	226,175	-380,000	2023-12-31
Schroder Investment Management Group	0.731%	-29.636%	223,130	-93,977	2023-12-31
Prudential Financial Inc	0.599%	-15.390%	182,745	-33,240	2023-12-31
JPMorgan Chase & Co	0.596%	165.139%	181,883	113,284	2023-12-31
Arjuna Capital	0.551%	6.632%	167,994	10,448	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.465%	-0.219%	2,887,691	-6,322	2023-12-31
Adage Capital Partners Gp LLC	6.434%	-10.043%	1,963,108	-219,171	2023-12-31
Vanguard Group Inc	3.686%	0.328%	1,124,536	3,675	2023-12-31
Dimensional Fund Advisors, Inc.	3.297%	13.898%	1,005,772	122,722	2023-12-31
Brown Advisory Holdings Inc	2.698%	-4.616%	823,044	-39,831	2023-12-31
Goldman Sachs Group Inc	2.367%	9.427%	722,084	62,208	2023-12-31
Federated Hermes Inc	1.964%	3.007%	600,325	17,526	2023-03-31
Basswood Capital Management LLC	1.720%	-10.843%	525,981	-63,971	2023-03-31
State Street Corporation	1.448%	1.644%	441,678	7,143	2023-12-31
First Manhattan Company	1.418%	-10.870%	434,781	-53,025	2022-09-30
First Manhattan Co. LLC	1.391%	-5.481%	424,243	-24,600	2023-12-31
Geode Capital Management, LLC	1.341%	5.302%	409,011	20,592	2023-12-31
Hamilton Lane Advisors LLC	1.282%	0.000%	393,696	393,696	2022-09-30
Nuveen Asset Management, LLC	1.104%	15.013%	336,788	43,963	2023-12-31
Morgan Stanley - Brokerage Accounts	0.929%	170.757%	283,529	178,812	2023-12-31
American Century Companies Inc	0.926%	25.036%	282,531	56,572	2023-12-31
Northern Trust Corp	0.773%	3.444%	235,899	7,853	2023-12-31
Bridgeway Capital Management, LLC	0.759%	4.097%	231,469	9,109	2023-12-31
Redwood Grove Capital, LLC	0.756%	0.000%	230,691	0	2023-12-31
DekaBank Deutsche Girozentrale	0.741%	-62.688%	226,175	-380,000	2023-12-31
Schroder Investment Management Group	0.731%	-29.636%	223,130	-93,977	2023-12-31
Millennium Management LLC	0.732%	0.000%	222,839	222,839	2023-06-30
Nia Impact Capital	0.726%	2.047%	220,497	4,423	2023-06-30
Hotchkis & Wiley Capital Management LLC	0.701%	8.346%	215,240	16,580	2022-09-30
Prudential Financial Inc	0.599%	-15.390%	182,745	-33,240	2023-12-31
JPMorgan Chase & Co	0.596%	165.139%	181,883	113,284	2023-12-31
Cramer Rosenthal McGlynn LLC	0.583%	-1.083%	178,717	-1,956	2022-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.561%	53.757%	171,900	60,100	2022-12-31
Arjuna Capital	0.551%	6.632%	167,994	10,448	2023-12-31
Bank of New York Mellon Corp	0.550%	33.664%	167,441	42,171	2023-09-30
AQR Capital Management LLC	0.506%	-2.077%	153,809	-3,262	2023-09-30
Brandywine Global Investment Mgmt LLC	0.492%	480.698%	150,488	124,573	2023-03-31
Clean Yield Group Inc	0.462%	22.269%	140,504	25,590	2023-09-30
AllianceBernstein L.P.	0.444%	22.951%	135,319	25,260	2023-06-30
Reynders McVeigh Capital Management, LLC	0.439%	1.055%	134,563	1,405	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Amalgamated Bank (AMAL), owning a total of 690 thousand shares. Combined, the top 38 mutual fund holders of AMAL own 30.04% of the company with a total of 9.2 million shares.

In the latest ownership report on March 31st 2024, the top 38 fund holders increased their combined ownership of AMAL by 36 thousand shares. 1 funds bought 39,278 total additional shares and increased their ownership by an average of 43.91%. However 1 funds sold 3,276 total shares and decreased their ownership by an average of 1.51%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Amalgamated Bank increased by a net total of 36,002 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Regional Banking ETF	0.698%	-1.515%	213,016	-3,276	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.513%	0.000%	156,364	0	2024-03-31
Isthmus Small Cap Core Equity	0.422%	43.909%	128,732	39,278	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.261%	0.000%	689,657	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.264%	0.000%	689,657	0	2023-03-31
Federated Hermes MDT Small Cap Core IS	1.831%	3.548%	559,850	19,181	2023-03-31
Federated Hermes MDT SCC Institutional	1.831%	3.548%	559,850	19,181	2023-03-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.654%	-0.333%	504,556	-1,687	2024-02-29
iShares Russell 2000 ETF	1.534%	3.403%	467,923	15,400	2024-03-28
Deka-Nachhaltigkeit Impact Aktien CF	1.249%	49.497%	380,000	125,814	2023-05-31
Schroder ISF US Smlr Coms Impct A DisUSD	1.088%	-14.606%	334,463	-57,209	2022-12-31
Avantis US Small Cap Value ETF	0.999%	0.000%	304,755	0	2024-03-29
Vanguard Institutional Extnd Mkt Idx Tr	0.870%	1.088%	265,237	2,855	2024-02-29
Vanguard Extended Market Index Investor	0.856%	0.000%	260,683	0	2023-08-31
BlackRock Advantage Small Cap Core Instl	0.809%	-5.854%	246,639	-15,335	2024-02-29
J39 Schroder ISF US Smlr Coms Impct USD	0.732%	0.000%	223,130	0	2023-12-31
Deka-Nachhaltigkeit Aktien CF (A)	0.728%	0.000%	222,000	0	2023-10-31
SPDR® S&P Regional Banking ETF	0.698%	-1.515%	213,016	-3,276	2024-03-31
DFA US Targeted Value I	0.672%	17.281%	204,827	30,181	2024-02-29
Fidelity Small Cap Index	0.591%	0.383%	180,262	687	2024-01-31
Avantis® U.S. Small Cap Value ETF	0.587%	0.000%	179,514	0	2023-07-29
Fidelity® Small Cap Index	0.571%	3.110%	173,652	5,238	2023-10-31
iShares Russell 2000 Value ETF	0.569%	-0.063%	173,465	-110	2024-03-28
Dimensional US Targeted Value ETF	0.518%	0.000%	158,007	0	2024-03-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.513%	0.000%	156,364	0	2024-03-31
Nia Global Solutions	0.510%	164,136.000%	156,024	155,929	2023-03-31
Goldman Sachs Small Cap Value A	0.504%	-22.240%	154,785	-44,270	2022-12-31
Invesco Dorsey Wright SmallCap Momt ETF	0.491%	0.000%	149,756	0	2024-03-28
CREF Stock R1	0.475%	33.435%	144,990	36,330	2024-01-31
DFA US Micro Cap I	0.431%	0.000%	131,403	0	2024-02-29
Bridgeway Omni Small-Cap Value	0.426%	0.000%	129,930	0	2023-12-31
Bridgeway Omni Small-Cap Value N	0.426%	0.000%	129,930	0	2023-12-31
Isthmus Small Cap Core Equity	0.422%	43.909%	128,732	39,278	2024-03-31
JPMorgan Small Cap Value I	0.399%	39.180%	121,794	34,286	2024-02-29
TIAA-CREF Quant Small-Cap Equity Instl	0.371%	16.999%	114,027	16,567	2023-01-31
Nuveen Small-Cap Value Opps I	0.372%	-20.647%	113,195	-29,453	2023-12-31
JPMorgan Small Cap Sustainable Ldrs R5	0.364%	-10.220%	111,561	-12,700	2022-10-31
Bridgeway Small Cap Value	0.364%	-13.737%	110,800	-17,645	2023-06-30
Bridgeway Small-Cap Value	0.364%	-13.737%	110,800	-17,645	2023-06-30
EA Bridgeway Omni Small-Cap Value ETF	0.352%	0.220%	107,132	235	2024-02-29
Goldman Sachs Small Cp Val Insghts Instl	0.342%	-31.553%	104,024	-47,953	2024-01-31