Institutional Ownership Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP). We have compiled data on the 1,507 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
12,183
shares
|
$6.57 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,983
shares
|
$6.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,887
shares
|
$6.41 Million
0.16% of portfolio
|
Q2 2023
Closed
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
11,680
shares
|
$6.3 Million
1.15% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
11,641
shares
|
$6.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
11,570
shares
|
$6.24 Million
1.61% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,485
shares
|
$6.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
11,455
shares
|
$6.18 Million
0.04% of portfolio
|
Q1 2025
Added 70.54%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,427
shares
|
$6.16 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
11,420
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
11,338
shares
|
$6.12 Million
0.06% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,258
shares
|
$6.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
11,250
shares
|
$6.07 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
11,207
shares
|
$6.05 Million
0.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,146
shares
|
$6.01 Million
0.02% of portfolio
|
Q2 2023
Reduced 34.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,976
shares
|
$5.92 Million
0.05% of portfolio
|
Q2 2024
Added 3.11%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
10,970
shares
|
$5.92 Million
1.49% of portfolio
|
Q1 2025
Added 103.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,966
shares
|
$5.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.29%
|
|
|
Unisphere Establishment
Vaduz, N2 |
May 15, 2025 Q1 2025 |
10,950
shares
|
$5.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
10,713
shares
|
$5.78 Million
0.89% of portfolio
|
Q3 2022
Reduced 0.37%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
10,548
shares
|
$5.69 Million
0.29% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,522
shares
|
$5.68 Million
0.71% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
10,521
shares
|
$5.68 Million
0.08% of portfolio
|
Q2 2022
Added 70.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,508
shares
|
$5.67 Million
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
10,372
shares
|
$5.6 Million
1.02% of portfolio
|
Q1 2025
Added 0.29%
|