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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
412
shares
|
$222,261
0.02% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
403
shares
|
$217,406
0.01% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
399
shares
|
$215,248
0.03% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
398
shares
|
$214,709
0.03% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
395
shares
|
$213,090
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
394
shares
|
$212,551
0.02% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
390
shares
|
$210,393
0.19% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
390
shares
|
$210,393
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
389
shares
|
$209,853
0.01% of portfolio
|
Q1 2025
Reduced 44.74%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
386
shares
|
$208,235
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
378
shares
|
$203,919
0.01% of portfolio
|
Q2 2023
Reduced 2.07%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
364
shares
|
$196,367
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
360
shares
|
$194,209
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
359
shares
|
$193,669
0.06% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
338
shares
|
$182,340
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
334
shares
|
$180,182
0.0% of portfolio
|
Q2 2025
Reduced 65.6%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
330
shares
|
$178,025
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
329
shares
|
$177,485
0.03% of portfolio
|
Q2 2023
Added 665.12%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
310
shares
|
$167,235
0.03% of portfolio
|
Q2 2025
Added 46.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
307
shares
|
$165,617
0.01% of portfolio
|
Q1 2023
Added 4285.71%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
305
shares
|
$164,538
4.35% of portfolio
|
Q3 2024
Reduced 97.93%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
303
shares
|
$163,459
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
300
shares
|
$161,841
0.03% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
296
shares
|
$159,683
0.09% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
294
shares
|
$158,604
0.01% of portfolio
|
Q1 2025
Added 320.0%
|