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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
772
shares
|
$376,465
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
770
shares
|
$375,490
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
770
shares
|
$375,490
0.15% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
755
shares
|
$368,175
0.02% of portfolio
|
Q2 2023
Reduced 5.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
755
shares
|
$368,175
0.01% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
752
shares
|
$366,712
0.13% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
752
shares
|
$366,712
0.4% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
751
shares
|
$366,225
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
750
shares
|
$365,737
0.09% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
749
shares
|
$365,249
0.04% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
748
shares
|
$364,762
0.12% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
747
shares
|
$364,274
0.19% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
746
shares
|
$363,786
0.07% of portfolio
|
Q2 2025
Reduced 86.5%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
741
shares
|
$361,348
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
736
shares
|
$358,910
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
736
shares
|
$358,910
0.04% of portfolio
|
Q2 2025
Reduced 89.28%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
734
shares
|
$357,935
0.01% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
734
shares
|
$357,935
0.0% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
733
shares
|
$357,447
0.03% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
731
shares
|
$356,472
0.07% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
724
shares
|
$353,058
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
720
shares
|
$351,108
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
720
shares
|
$351,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
714
shares
|
$348,182
0.02% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
713
shares
|
$347,694
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|