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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
377
shares
|
$183,844
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
369
shares
|
$179,942
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
366
shares
|
$178,479
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
360
shares
|
$175,554
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
355
shares
|
$173,115
0.11% of portfolio
|
Q2 2025
Added 38.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
350
shares
|
$170,677
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
342
shares
|
$166,776
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
338
shares
|
$164,825
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
334
shares
|
$162,875
0.0% of portfolio
|
Q2 2025
Reduced 65.6%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
330
shares
|
$160,924
0.02% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
330
shares
|
$160,924
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
329
shares
|
$160,436
0.03% of portfolio
|
Q2 2023
Added 665.12%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
310
shares
|
$151,171
0.03% of portfolio
|
Q2 2025
Added 46.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
307
shares
|
$149,708
0.01% of portfolio
|
Q1 2023
Added 4285.71%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
305
shares
|
$148,733
4.35% of portfolio
|
Q3 2024
Reduced 97.93%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
300
shares
|
$146,295
0.03% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
296
shares
|
$144,344
0.09% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
296
shares
|
$144,344
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
290
shares
|
$141,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
288
shares
|
$140,443
0.1% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
284
shares
|
$138,492
0.14% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
281
shares
|
$137,029
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
280
shares
|
$136,542
0.05% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
279
shares
|
$136,054
0.01% of portfolio
|
Q2 2022
Added 3.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
278
shares
|
$135,566
0.05% of portfolio
|
Q2 2022
Reduced 40.09%
|