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 1,507 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
795
shares
|
$428,878
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
792
shares
|
$427,260
0.01% of portfolio
|
Q2 2025
Reduced 91.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
792
shares
|
$427,260
0.0% of portfolio
|
Q1 2025
Added 23.94%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
789
shares
|
$425,641
0.11% of portfolio
|
Q1 2025
Added 62.35%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
789
shares
|
$425,641
0.01% of portfolio
|
Q1 2025
Added 43.72%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
788
shares
|
$425,102
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
788
shares
|
$425,102
0.29% of portfolio
|
Q1 2024
Added 603.57%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
774
shares
|
$417,549
0.01% of portfolio
|
Q1 2025
Reduced 55.13%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
774
shares
|
$417,549
0.2% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
772
shares
|
$416,470
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
770
shares
|
$415,391
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
768
shares
|
$414,312
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
766
shares
|
$413,234
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
761
shares
|
$410,536
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
756
shares
|
$407,839
0.03% of portfolio
|
Q1 2025
Added 27.49%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
755
shares
|
$407,299
0.02% of portfolio
|
Q2 2023
Reduced 5.98%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jun 23, 2025 Q1 2025 |
752
shares
|
$405,681
0.43% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
750
shares
|
$404,602
0.09% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
749
shares
|
$404,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
748
shares
|
$403,523
0.11% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
744
shares
|
$401,365
0.04% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
740
shares
|
$399,207
0.01% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
736
shares
|
$397,049
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
735
shares
|
$396,510
0.04% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
733
shares
|
$395,431
0.2% of portfolio
|
Q1 2025
Added 1.1%
|