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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
650
shares
|
$316,972
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
649
shares
|
$316,484
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
648
shares
|
$315,997
0.16% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
647
shares
|
$315,509
0.01% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
646
shares
|
$315,021
0.03% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
645
shares
|
$314,534
0.02% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
642
shares
|
$313,071
0.02% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
641
shares
|
$312,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
638
shares
|
$311,120
0.03% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
637
shares
|
$310,633
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
637
shares
|
$310,633
0.03% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
636
shares
|
$310,145
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
636
shares
|
$310,145
0.02% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
634
shares
|
$309,170
0.01% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
633
shares
|
$308,682
0.0% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
633
shares
|
$308,682
0.03% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
632
shares
|
$308,194
0.16% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
630
shares
|
$307,219
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
630
shares
|
$307,219
0.03% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
629
shares
|
$306,731
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
626
shares
|
$305,268
0.12% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
626
shares
|
$305,268
0.01% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
625
shares
|
$304,781
0.17% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
624
shares
|
$304,293
0.03% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
623
shares
|
$303,805
0.03% of portfolio
|
Q2 2023
New holding
|