Who owns Ameriprise Financial (AMP)
Which tracked institutional funds hold AMP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
251 tracked funds added or opened AMP while 229 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AMP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AMP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AMP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1309 tracked filers holding AMP, 544 increased or opened the position and 682 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AMP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- Nykredit A/S$17M
- Alberta Investment Management Corp$17M
- WINMILL & CO. INC$10M
- MARSHALL WACE, LLP$9M
- Quadrature Capital Ltd$8M
- Weiss Asset Management LP$7M
Full exits 83
- Beutel, Goodman & Co Ltd.$293M
- Amundi$201M
- LSV ASSET MANAGEMENT$134M
- Maj Invest Holding A/S$132M
- TrinityBridge Ltd$123M
- Thrivent Financial for Lutherans$76M
Largest adds
- BlackRock, Inc.$391M
- Allspring Global Investments Holdings, LLC$127M
- GOLDMAN SACHS GROUP INC$105M
- STATE STREET CORP$103M
- Caisse de depot et placement du Quebec$93M
- Man Group plc$88M
Largest trims
- JPMORGAN CHASE & CO$148M
- UBS Group AG$147M
- Robeco Institutional Asset Management B.V.$122M
- MORGAN STANLEY$93M
- PRICE T ROWE ASSOCIATES INC /MD/$69M
- Qube Research & Technologies Ltd$63M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,935,137 | $3.6B | 11.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,900,661 | $2.7B | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,176,700 | $2.4B | 7.8% | 2026-Q2 |
| STATE STREET CORP added | 4,672,743 | $2.1B | 7.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,756,276 | $1.3B | 4.1% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 2,083,285 | $956M | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,743,842 | $800M | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,643,021 | $754M | 2.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,490,792 | $684M | 2.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,324,189 | $607M | 2.0% | 2026-Q2 |
| NORGES BANK added | 1,290,282 | $592M | 1.9% | 2026-Q2 |
| Boston Partners added | 1,192,056 | $547M | 1.8% | 2026-Q2 |
| FMR LLC trimmed | 1,157,398 | $531M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,101,289 | $492M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,095,302 | $502M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,076,218 | $494M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,075,144 | $493M | 1.6% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,013,123 | $465M | 1.5% | 2026-Q2 |
| Invesco Ltd. added | 939,460 | $431M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 819,638 | $376M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 817,247 | $375M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 809,191 | $371M | 1.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 798,290 | $366M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 775,743 | $356M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 699,599 | $321M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 681,433 | $313M | 1.0% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 650,835 | $299M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 607,766 | $279M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 572,603 | $263M | 0.9% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 542,072 | $249M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 531,742 | $244M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 506,504 | $232M | 0.8% | 2026-Q2 |
| Man Group plc added | 497,670 | $228M | 0.7% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 443,609 | $204M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 386,762 | $177M | 0.6% | 2026-Q2 |
| TD Asset Management Inc trimmed | 353,527 | $162M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 325,811 | $149M | 0.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 322,132 | $148M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 307,775 | $141M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 306,997 | $147M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 301,275 | $138M | 0.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 295,074 | $135M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 288,238 | $132M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 277,420 | $127M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 271,031 | $130M | 0.4% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 270,174 | $124M | 0.4% | 2026-Q2 |
| Swedbank AB trimmed | 254,201 | $117M | 0.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 253,066 | $116M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 246,083 | $113M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 236,798 | $109M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 236,081 | $108M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 231,289 | $106M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 227,772 | $104M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 225,237 | $103M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 219,965 | $101M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 218,197 | $100M | 0.3% | 2026-Q2 |
| MAIRS & POWER INC added | 214,056 | $98M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 212,177 | $97M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 207,205 | $95M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 194,351 | $89M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 193,792 | $89M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 191,695 | $88M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 191,496 | $88M | 0.3% | 2026-Q2 |
| AustralianSuper Pty Ltd added | 185,006 | $85M | 0.3% | 2026-Q2 |
| National Pension Service added | 184,972 | $85M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 183,904 | $84M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 183,645 | $84M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 179,457 | $82M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 176,884 | $81M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 175,100 | $80M | 0.3% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 171,132 | $79M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 170,848 | $78M | 0.3% | 2026-Q2 |
| Capital World Investors added | 148,501 | $68M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 148,178 | $68M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 146,794 | $67M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 145,720 | $67M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 139,314 | $64M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 136,013 | $62M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 132,803 | $59M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 131,814 | $60M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 129,356 | $59M | 0.2% | 2026-Q2 |
| Midwest Trust Co added | 126,891 | $58M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 126,831 | $58M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 121,393 | $56M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC added | 121,000 | $56M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 115,580 | $53M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 114,336 | $52M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S added | 110,841 | $51M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 108,169 | $50M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 100,020 | $46M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 97,011 | $45M | 0.1% | 2026-Q2 |
| Vest Financial, LLC added | 95,660 | $44M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 94,623 | $43M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 94,547 | $43M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 88,218 | $40M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 87,658 | $40M | 0.1% | 2026-Q2 |
| NATIXIS added | 85,246 | $39M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 84,241 | $39M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 81,171 | $37M | 0.1% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC added | 81,063 | $37M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.