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 1,530 institutions that hold shares in the stock, with a total of 80.6 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,706
shares
|
$1.81 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,692
shares
|
$1.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Dean Capital Management
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,686
shares
|
$1.8 Million
0.82% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,675
shares
|
$1.79 Million
0.23% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
3,667
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,665
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,633
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 28.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,625
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,606
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,595
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,590
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
3,532
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,523
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,516
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
3,503
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,454
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 108.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,444
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,435
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,387
shares
|
$1.65 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,381
shares
|
$1.65 Million
0.71% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,380
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,344
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,320
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,303
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2022
Reduced 15.47%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,293
shares
|
$1.61 Million
0.57% of portfolio
|
Q2 2025
Added 10.76%
|