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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
670
shares
|
$361,444
0.05% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
668
shares
|
$360,365
0.0% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
668
shares
|
$360,365
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
667
shares
|
$359,826
0.06% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
650
shares
|
$350,655
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
649
shares
|
$350,116
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
647
shares
|
$349,037
0.01% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
646
shares
|
$348,497
0.03% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
643
shares
|
$346,879
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
642
shares
|
$346,339
0.02% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
641
shares
|
$345,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
641
shares
|
$345,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
638
shares
|
$344,181
0.03% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
636
shares
|
$343,102
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
635
shares
|
$342,563
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
634
shares
|
$342,023
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
633
shares
|
$341,484
0.03% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
632
shares
|
$340,945
0.15% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
630
shares
|
$339,866
0.03% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
628
shares
|
$338,787
0.02% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
627
shares
|
$338,247
0.1% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
626
shares
|
$337,708
0.01% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
626
shares
|
$337,708
0.12% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
626
shares
|
$337,708
0.01% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
625
shares
|
$337,168
0.15% of portfolio
|
Q4 2024
Reduced 17.22%
|