AMP · Company research
Ameriprise Financial, Inc. (AMP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 666 | 327905000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 34465 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 34465 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10540 | 4835 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 386 | 177081 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LYRICAL ASSET MANAGEMENT LP | 1542302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650835 | 298577065 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6565 | 3011759 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3930 | 1802927 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3236 | 1484547 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 877 | 402333 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 657 | 301405 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 10369 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Harvest Fund Management Co., Ltd | 1694126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 30 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68355 | 31358540 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 356457 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Beaton Management Co. Inc. | 1714678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 910 | 417 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Old North State Trust, LLC | 1760444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3611 | 1657 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL CORP /IN/ | 714562 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 41288 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Mediolanum International Funds Ltd | 2022028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67398 | 30112752 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Simmons Bank | 1674486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 552 | 253236 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| JBF Capital, Inc. | 1483864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 950 | 435822 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1450 | 665202 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 503 | 230531 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214 | 98175 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BAYBAN | 2110649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 20644 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175100 | 80328876 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 252197 | 115697896 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 469438 | 215359 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245 | 112 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2798 | 1283610 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Alpha Family Trust | 1568991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470 | 215617 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 315038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3875 | 1777695 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TIAA Wealth Investment Management LLC | 2124867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381 | 174788 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18809 | 8629044 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46351 | 21263985 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8246 | 3782935 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Washington Trust Advisors, Inc. | 1900099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 420 | 192679 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9483 | 4350201 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45501 | 20874039 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 1146900 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Eley Financial Management, Inc | 1965267 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4331 | 1986890 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CoreFirst Bank & Trust | 1845199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 111479 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PhiloSmith Capital Corp | 1942361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37250 | 17088810 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SWISS RE LTD | 1519921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244 | 111937 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1021 | 468394 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8067 | 3701 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Corsicana & Co. | 1869923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 5505 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ARGENT CAPITAL MANAGEMENT LLC | 1120926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 445 | 204148 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| STOCK YARDS BANK & TRUST CO | 741073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 471 | 216076 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AUXIER ASSET MANAGEMENT LLC | 1105863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4988 | 2288295 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 331 | 151925 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OAKWORTH CAPITAL, INC. | 1588871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 30736 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1563 | 717042 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6793 | 3116357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2624 | 1203786 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3280 | 1504742 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7888 | 3618699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PLIMOTH TRUST CO LLC | 1623678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 831 | 381230 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| American Trust | 1905128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682 | 312874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1214 | 557 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| OLD SECOND NATIONAL BANK OF AURORA | 903783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245 | 112396 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625 | 286725 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 924181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 893 | 409673 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3180 | 1458857 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pettee Investors, Inc. | 1596901 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 550512 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Fifth Third Wealth Advisors LLC | 1899030 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3458 | 1586392 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SlateStone Wealth, LLC | 1764049 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601 | 276 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254 | 116525 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1247 | 572074 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9768 | 4481168 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4269 | 1958446 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5646 | 2590159 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CHILTON INVESTMENT CO INC. | 1332632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3795 | 1740994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Moran Wealth Management, LLC | 1965334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67839 | 31121820 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 855 | 392434 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ARGUS INVESTORS' COUNSEL, INC. | 7195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 221581 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 35783 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 60098 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26437 | 12128 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2696 | 1236817 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.