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 1,509 institutions that hold shares in the stock, with a total of 81.9 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,143
shares
|
$616,054
0.03% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,134
shares
|
$611,203
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,134
shares
|
$611,203
0.02% of portfolio
|
Q1 2025
Reduced 34.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,132
shares
|
$610,125
0.01% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
1,129
shares
|
$608,508
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
1,128
shares
|
$607,969
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,128
shares
|
$607,969
0.27% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,127
shares
|
$607,430
0.04% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,127
shares
|
$607,430
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,125
shares
|
$606,352
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,121
shares
|
$604,196
0.39% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,107
shares
|
$596,650
0.12% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,105
shares
|
$595,572
0.01% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,101
shares
|
$593,416
0.04% of portfolio
|
Q1 2024
Added 88.53%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,096
shares
|
$590,722
0.04% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,093
shares
|
$589,105
0.05% of portfolio
|
Q4 2022
Reduced 89.3%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,091
shares
|
$588,027
0.42% of portfolio
|
Q1 2022
Reduced 3.62%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
1,091
shares
|
$588,027
0.16% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,085
shares
|
$584,793
0.12% of portfolio
|
Q3 2024
Added 70.87%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,083
shares
|
$583,715
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,082
shares
|
$583,176
0.14% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,082
shares
|
$583,176
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,081
shares
|
$582,637
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
1,075
shares
|
$579,403
0.18% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
1,065
shares
|
$574,013
0.11% of portfolio
|
Q1 2025
Added 11.29%
|