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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,113
shares
|
$542,754
0.02% of portfolio
|
Q2 2025
Added 110.4%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$542,754
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
1,109
shares
|
$540,803
0.5% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,107
shares
|
$539,828
0.12% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
1,104
shares
|
$538,365
0.04% of portfolio
|
Q2 2025
Reduced 65.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
1,102
shares
|
$537,390
0.03% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,101
shares
|
$536,902
0.04% of portfolio
|
Q1 2024
Added 88.53%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jul 25, 2025 Q2 2025 |
1,100
shares
|
$536,415
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,093
shares
|
$533,001
0.05% of portfolio
|
Q4 2022
Reduced 89.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,093
shares
|
$533,001
0.01% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,091
shares
|
$532,026
0.43% of portfolio
|
Q1 2022
Reduced 3.62%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,083
shares
|
$528,124
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,082
shares
|
$527,637
0.16% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,081
shares
|
$527,149
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
1,081
shares
|
$527,149
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
1,075
shares
|
$524,223
0.18% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,071
shares
|
$522,273
0.01% of portfolio
|
Q2 2025
Added 44.73%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,066
shares
|
$519,834
0.01% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,059
shares
|
$516,421
0.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,053
shares
|
$513,495
2.49% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,050
shares
|
$512,032
0.33% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,049
shares
|
$511,544
0.02% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,034
shares
|
$504,230
0.09% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,032
shares
|
$503,254
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,032
shares
|
$503,254
0.12% of portfolio
|
Q2 2025
Added 1.67%
|