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 |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
892
shares
|
$434,983
0.01% of portfolio
|
Q2 2025
Added 62.77%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
891
shares
|
$434,496
0.01% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
890
shares
|
$434,008
0.01% of portfolio
|
Q4 2024
Reduced 25.77%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
889
shares
|
$433,520
0.02% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
889
shares
|
$433,520
0.02% of portfolio
|
Q1 2024
Reduced 77.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
889
shares
|
$433,520
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
882
shares
|
$430,107
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
878
shares
|
$428,156
0.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
878
shares
|
$428,156
0.06% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
877
shares
|
$427,669
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
876
shares
|
$427,181
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
876
shares
|
$427,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
874
shares
|
$426,206
0.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
874
shares
|
$426,206
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
870
shares
|
$424,255
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
868
shares
|
$423,280
0.11% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
865
shares
|
$421,817
0.01% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
861
shares
|
$419,866
0.01% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
859
shares
|
$418,891
0.11% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
859
shares
|
$418,891
0.06% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
859
shares
|
$418,891
0.03% of portfolio
|
Q1 2022
Added 8.87%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
855
shares
|
$416,940
0.1% of portfolio
|
Q1 2023
Added 0.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
850
shares
|
$414,502
0.03% of portfolio
|
Q2 2025
Added 86.0%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
848
shares
|
$413,527
0.08% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
846
shares
|
$412,551
0.06% of portfolio
|
Q1 2025
Added 0.71%
|