Who Owns Amalgamated Financial Stock?
NASDAQ: AMALFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 60.57%
- Held by insiders
- 37.08%
- Institutional holders
- 283
- Institutions 60.6%
- Insiders 37.1%
- Public and other 2.4%
Who owns Amalgamated Financial stock?
Institutional investors own about 60.6% of Amalgamated Financial's shares, spread across 283 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 37.08% of AMAL.
The largest institutional holders are Blackrock Inc. (11.39%), Dimensional Fund Advisors LP (4.71%) and Nomura Asset Management International Inc (3.78%). Together, the top 10 institutions control 35.2% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their AMAL positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AMAL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 3.41M | 11.39% | -1.8% |
| Dimensional Fund Advisors LP | 1.41M | 4.71% | +0.2% |
| Nomura Asset Management International Inc | 1.13M | 3.78% | -4.4% |
| Vanguard Capital Management LLC | 830.20K | 2.78% | +1.1% |
| Alliancebernstein L.P. | 793.23K | 2.65% | +5.6% |
| American Century Companies Inc | 747.71K | 2.50% | +12.1% |
| State Street Corporation | 700.20K | 2.34% | -6.5% |
| Adage Capital Partners GP L.L.C. | 575.02K | 1.92% | -31.6% |
| Geode Capital Management, LLC | 536.60K | 1.79% | -6.0% |
| First Manhattan Co. LLC | 396.50K | 1.33% | -1.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AMAL
| Fund | Shares | % Held |
|---|---|---|
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | 729.65K | 2.44% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 647.98K | 2.17% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 567.41K | 1.90% |
| iShares Trust-iShares Russell 2000 ETF | 510.10K | 1.71% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | 393.60K | 1.32% |
| Delaware VIP Trust-Nomura VIP Small Cap Value Series | 384.75K | 1.29% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 244.66K | 0.82% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | 220.06K | 0.74% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 210.19K | 0.70% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 200.63K | 0.67% |
Frequently asked questions
Who is the largest shareholder of Amalgamated Financial?
Blackrock Inc. is the largest institutional shareholder of AMAL, owning 11.39% of shares outstanding (3.41M shares) as of its latest 13F filing.
What percentage of Amalgamated Financial is owned by institutions?
Institutions own about 60.6% of AMAL shares and 96.3% of the public float.
How much of Amalgamated Financial do insiders own?
Insiders, such as officers and directors, own about 37.08% of AMAL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.