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 |
---|---|---|---|---|---|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
146
shares
|
$71,196
0.03% of portfolio
|
Q4 2024
Added 23.73%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
138
shares
|
$67,295
0.02% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
137
shares
|
$66,808
0.03% of portfolio
|
Q2 2025
Added 11.38%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
132
shares
|
$64,369
0.01% of portfolio
|
Q2 2023
Added 153.85%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
129
shares
|
$62,906
0.02% of portfolio
|
Q1 2024
New holding
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
129
shares
|
$62,906
0.02% of portfolio
|
Q2 2025
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
126
shares
|
$61,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
119
shares
|
$58,030
0.03% of portfolio
|
Q3 2024
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
118
shares
|
$57,542
0.03% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
116
shares
|
$56,567
0.02% of portfolio
|
Q2 2025
New holding
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
113
shares
|
$55,104
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
110
shares
|
$53,641
0.03% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
110
shares
|
$53,641
0.02% of portfolio
|
Q3 2024
Added 10.0%
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
106
shares
|
$51,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
105
shares
|
$51,203
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
105
shares
|
$51,203
0.05% of portfolio
|
Q2 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
103
shares
|
$50,227
0.0% of portfolio
|
Q2 2025
Reduced 23.13%
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
102
shares
|
$49,740
0.05% of portfolio
|
Q2 2025
New holding
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$48,765
0.02% of portfolio
|
Q2 2024
Reduced 40.12%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$48,765
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$48,765
0.03% of portfolio
|
Q2 2024
Reduced 27.01%
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
98
shares
|
$47,789
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
97
shares
|
$47,302
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$47,302
0.18% of portfolio
|
Q3 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
96
shares
|
$46,814
0.03% of portfolio
|
Q2 2025
Added 2.13%
|