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Institutional Ownership · SEC Form 13F

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.

1,310
Institutional holders
75M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,935,137$3.6B11.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed5,900,661$2.7B8.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed5,176,700$2.4B7.8%2026-Q2
STATE STREET CORP added4,672,743$2.1B7.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed2,756,276$1.3B4.1%2026-Q2
Aristotle Capital Management, LLC trimmed2,083,285$956M3.1%2026-Q2
MORGAN STANLEY trimmed1,743,842$800M2.6%2026-Q2
GOLDMAN SACHS GROUP INC added1,643,021$754M2.5%2026-Q2
Nuveen, LLC trimmed1,490,792$684M2.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed1,324,189$607M2.0%2026-Q2
NORGES BANK added1,290,282$592M1.9%2026-Q2
Boston Partners added1,192,056$547M1.8%2026-Q2
FMR LLC trimmed1,157,398$531M1.7%2026-Q2
JPMORGAN CHASE & CO trimmed1,101,289$492M1.6%2026-Q2
NORTHERN TRUST CORP trimmed1,095,302$502M1.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,076,218$494M1.6%2026-Q2
FIRST TRUST ADVISORS LP added1,075,144$493M1.6%2026-Q2
FEDERATED HERMES, INC. trimmed1,013,123$465M1.5%2026-Q2
Invesco Ltd. added939,460$431M1.4%2026-Q2
ROYAL BANK OF CANADA added819,638$376M1.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added817,247$375M1.2%2026-Q2
UBS Group AG trimmed809,191$371M1.2%2026-Q2
DEUTSCHE BANK AG\ trimmed798,290$366M1.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added775,743$356M1.2%2026-Q2
BANK OF AMERICA CORP /DE/ added699,599$321M1.0%2026-Q2
Bank of New York Mellon Corp trimmed681,433$313M1.0%2026-Q2
LYRICAL ASSET MANAGEMENT LP trimmed650,835$299M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed607,766$279M0.9%2026-Q2
Legal & General Group Plc trimmed572,603$263M0.9%2026-Q2
HSBC HOLDINGS PLC added542,072$249M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed531,742$244M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed506,504$232M0.8%2026-Q2
Man Group plc added497,670$228M0.7%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added443,609$204M0.7%2026-Q2
PNC Financial Services Group, Inc. trimmed386,762$177M0.6%2026-Q2
TD Asset Management Inc trimmed353,527$162M0.5%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added325,811$149M0.5%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed322,132$148M0.5%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added307,775$141M0.5%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added306,997$147M0.5%2026-Q2
BARCLAYS PLC trimmed301,275$138M0.5%2026-Q2
Robeco Institutional Asset Management B.V. trimmed295,074$135M0.4%2026-Q2
SEI INVESTMENTS CO trimmed288,238$132M0.4%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed277,420$127M0.4%2026-Q2
Allspring Global Investments Holdings, LLC added271,031$130M0.4%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added270,174$124M0.4%2026-Q2
Swedbank AB trimmed254,201$117M0.4%2026-Q2
Epoch Investment Partners, Inc. trimmed253,066$116M0.4%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added246,083$113M0.4%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed236,798$109M0.4%2026-Q2
CITADEL ADVISORS LLC added236,081$108M0.4%2026-Q2
Caisse de depot et placement du Quebec added231,289$106M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed227,772$104M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed225,237$103M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed219,965$101M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added218,197$100M0.3%2026-Q2
MAIRS & POWER INC added214,056$98M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added212,177$97M0.3%2026-Q2
California Public Employees Retirement System added207,205$95M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed194,351$89M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added193,792$89M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added191,695$88M0.3%2026-Q2
Assenagon Asset Management S.A. added191,496$88M0.3%2026-Q2
AustralianSuper Pty Ltd added185,006$85M0.3%2026-Q2
National Pension Service added184,972$85M0.3%2026-Q2
D. E. Shaw & Co., Inc. trimmed183,904$84M0.3%2026-Q2
FRANKLIN RESOURCES INC trimmed183,645$84M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed179,457$82M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added176,884$81M0.3%2026-Q2
PANAGORA ASSET MANAGEMENT INC added175,100$80M0.3%2026-Q2
Welch & Forbes LLC trimmed171,132$79M0.3%2026-Q2
BANK OF MONTREAL /CAN/ added170,848$78M0.3%2026-Q2
Capital World Investors added148,501$68M0.2%2026-Q2
Russell Investments Group, Ltd. added148,178$68M0.2%2026-Q2
PFA Pension, Forsikringsaktieselskab trimmed146,794$67M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added145,720$67M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added139,314$64M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added136,013$62M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed132,803$59M0.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added131,814$60M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed129,356$59M0.2%2026-Q2
Midwest Trust Co added126,891$58M0.2%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added126,831$58M0.2%2026-Q2
BROWN ADVISORY INC trimmed121,393$56M0.2%2026-Q2
CAPITOLIS LIQUID GLOBAL MARKETS LLC added121,000$56M0.2%2026-Q2
CIBC Bancorp USA Inc. trimmed115,580$53M0.2%2026-Q2
CITIGROUP INC added114,336$52M0.2%2026-Q2
DANSKE BANK A/S added110,841$51M0.2%2026-Q2
Allianz Asset Management GmbH added108,169$50M0.2%2026-Q2
Rockefeller Capital Management L.P. trimmed100,020$46M0.2%2026-Q2
TRUIST FINANCIAL CORP trimmed97,011$45M0.1%2026-Q2
Vest Financial, LLC added95,660$44M0.1%2026-Q2
Qube Research & Technologies Ltd trimmed94,623$43M0.1%2026-Q2
Sterling Capital Management LLC trimmed94,547$43M0.1%2026-Q2
Quantinno Capital Management LP added88,218$40M0.1%2026-Q2
Aberdeen Group plc trimmed87,658$40M0.1%2026-Q2
NATIXIS added85,246$39M0.1%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed84,241$39M0.1%2026-Q2
Cerity Partners LLC trimmed81,171$37M0.1%2026-Q2
TODD ASSET MANAGEMENT LLC added81,063$37M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership