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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
1,398
shares
|
$681,734
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,397
shares
|
$681,247
0.05% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,393
shares
|
$679,296
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,381
shares
|
$673,444
0.2% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,380
shares
|
$672,957
0.08% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,376
shares
|
$671,006
0.11% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,372
shares
|
$669,055
0.39% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,369
shares
|
$667,592
0.04% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,367
shares
|
$666,617
0.08% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,348
shares
|
$657,352
0.05% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,345
shares
|
$655,889
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,343
shares
|
$654,913
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,341
shares
|
$653,938
0.03% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
1,341
shares
|
$653,938
0.45% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,336
shares
|
$651,500
0.1% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,324
shares
|
$645,648
0.02% of portfolio
|
Q3 2022
Added 3.84%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
1,323
shares
|
$645,160
0.09% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
1,322
shares
|
$644,673
0.03% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,312
shares
|
$639,796
0.04% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
1,310
shares
|
$638,821
0.3% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
1,301
shares
|
$634,432
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,301
shares
|
$634,432
0.01% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
1,300
shares
|
$633,945
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,295
shares
|
$631,506
0.18% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,295
shares
|
$631,506
0.04% of portfolio
|
Q2 2025
Reduced 9.69%
|