Ameriprise Financial Inc (AMP) Ownership

440.09 ↑4.10 (0.94%)
As of March 28, 2024, 3:37pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Ameriprise Financial Inc (AMP), owning a total of 13 million shares. Combined, the top 27 institutional holders of AMP own 62.02% of the company with a total of 62.4 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of AMP by 372 thousand shares. 10 institutions bought 1,551,022 total additional shares and increased their ownership by an average of 15.02%. However 10 institutions sold 1,178,680 total shares and decreased their ownership by an average of 4.61%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Ameriprise Financial increased by a net total of 372,342 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.975%-1.807%13,012,431-239,4612023-12-31
BlackRock Inc8.314%-2.401%8,338,265-205,1482023-12-31
State Street Corporation4.491%1.123%4,504,09850,0382023-12-31
Aristotle Capital Management LLC3.489%-4.739%3,499,042-174,0732023-12-31
JPMorgan Chase & Co3.230%3.935%3,239,398122,6462023-12-31
Geode Capital Management, LLC2.486%0.334%2,493,0708,3022023-12-31
Morgan Stanley - Brokerage Accounts2.256%0.953%2,262,37421,3492023-12-31
Viking Global Investors LP1.909%10.401%1,914,374180,3562023-12-31
UBS Asset Mgmt Americas Inc1.733%-7.480%1,737,857-140,4932023-12-31
Goldman Sachs Group Inc1.626%103.051%1,630,468827,4822023-12-31
Boston Partners Global Investors, Inc1.600%-7.337%1,604,991-127,0892023-12-31
Nuveen Asset Management, LLC1.477%-1.745%1,481,493-26,3062023-12-31
Bank of New York Mellon Corp1.359%-8.549%1,362,989-127,4132023-12-31
UBS Group AG1.352%10.959%1,355,816133,9122023-12-31
NORGES BANK1.351%8.285%1,354,655103,6452023-12-31
FMR Inc1.272%-1.529%1,275,716-19,8102023-12-31
Northern Trust Corp1.178%-5.634%1,180,946-70,5072023-12-31
Dimensional Fund Advisors, Inc.1.012%3.669%1,015,22535,9312023-12-31
Royal Bank of Canada0.959%7.529%962,10567,3612023-12-31
LSV Asset Management0.946%-4.851%948,925-48,3802023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.975%-1.807%13,012,431-239,4612023-12-31
BlackRock Inc8.314%-2.401%8,338,265-205,1482023-12-31
State Street Corporation4.491%1.123%4,504,09850,0382023-12-31
Aristotle Capital Management LLC3.489%-4.739%3,499,042-174,0732023-12-31
JPMorgan Chase & Co3.230%3.935%3,239,398122,6462023-12-31
Geode Capital Management, LLC2.486%0.334%2,493,0708,3022023-12-31
Morgan Stanley - Brokerage Accounts2.256%0.953%2,262,37421,3492023-12-31
Viking Global Investors LP1.909%10.401%1,914,374180,3562023-12-31
UBS Asset Mgmt Americas Inc1.733%-7.480%1,737,857-140,4932023-12-31
Goldman Sachs Group Inc1.626%103.051%1,630,468827,4822023-12-31
Boston Partners Global Investors, Inc1.600%-7.337%1,604,991-127,0892023-12-31
Envestnet Asset Management Inc1.454%298.421%1,492,2171,117,6842023-03-31
Nuveen Asset Management, LLC1.477%-1.745%1,481,493-26,3062023-12-31
Bank of New York Mellon Corp1.359%-8.549%1,362,989-127,4132023-12-31
UBS Group AG1.352%10.959%1,355,816133,9122023-12-31
NORGES BANK1.351%8.285%1,354,655103,6452023-12-31
FMR Inc1.272%-1.529%1,275,716-19,8102023-12-31
Northern Trust Corp1.178%-5.634%1,180,946-70,5072023-12-31
Lord, Abbett & Co LLC1.057%-6.025%1,100,766-70,5702022-12-31
Dimensional Fund Advisors, Inc.1.012%3.669%1,015,22535,9312023-12-31
Amvescap Plc.0.939%-7.355%999,465-79,3422022-06-30
Brown Advisory Holdings Inc0.919%-4.971%977,641-51,1352022-06-30
Royal Bank of Canada0.959%7.529%962,10567,3612023-12-31
American Century Companies Inc0.913%-18.859%961,114-223,3852022-09-30
LSV Asset Management0.946%-4.851%948,925-48,3802023-12-31
Lyrical Asset Management LP0.930%-2.347%932,513-22,4092023-09-30
Bank of America Corp0.794%-3.333%803,734-27,7152023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Ameriprise Financial Inc (AMP), owning a total of 3.3 million shares. Combined, the top 27 mutual fund holders of AMP own 32.36% of the company with a total of 32.6 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of AMP by 7 thousand shares. 6 funds bought 44,887 total additional shares and increased their ownership by an average of 0.57%. However 5 funds sold 37,614 total shares and decreased their ownership by an average of 0.76%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Ameriprise Financial increased by a net total of 7,273 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.159%-0.204%3,168,173-6,4682024-02-29
Vanguard Institutional 500 Index Trust2.519%1.015%2,526,16225,3852024-02-29
Vanguard Mid Cap Index Institutional2.255%-0.266%2,261,314-6,0242024-02-29
SPDR® S&P 500 ETF Trust1.184%0.631%1,187,0137,4402024-02-29
iShares Core S&P 500 ETF1.050%0.303%1,052,7963,1802024-02-29
Vanguard Value Index Inv0.843%0.339%845,7782,8602024-02-29
Vanguard Mid-Cap Value ETF0.745%-2.780%747,238-21,3702024-02-29
Financial Select Sector SPDR® ETF0.673%-0.170%674,508-1,1472024-02-29
Vanguard Institutional Index I0.665%-0.389%666,650-2,6052024-02-29
Vanguard Dividend Appreciation ETF0.588%0.635%589,7773,7222024-02-29
State St S&P 500® Indx SL Cl III0.488%0.472%489,7832,3002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.221%0.732%3,259,60623,6752023-03-31
Vanguard Total Stock Mkt Idx Inv3.159%-0.204%3,168,173-6,4682024-02-29
Vanguard Institutional 500 Index Trust2.519%1.015%2,526,16225,3852024-02-29
Vanguard 500 Index Investor2.445%0.558%2,508,94913,9292023-08-31
Vanguard Mid Cap Index Institutional2.255%-0.266%2,261,314-6,0242024-02-29
UBS: Global Equity1.553%0.000%1,557,66702023-09-30
Fidelity 500 Index1.198%1.034%1,201,47712,2972024-01-31
Fidelity® 500 Index1.174%0.803%1,188,2719,4662023-10-31
SPDR® S&P 500 ETF Trust1.184%0.631%1,187,0137,4402024-02-29
iShares MSCI USA Quality Factor ETF1.117%0.044%1,163,1445142023-04-28
JHancock Disciplined Value Mid Cap I1.108%-8.848%1,111,618-107,9082024-01-31
JPMorgan US Equity L1.063%12.541%1,065,944118,7842024-01-31
iShares Core S&P 500 ETF1.050%0.303%1,052,7963,1802024-02-29
JPM US Equity-MA0.944%79,829.100%947,160945,9752023-12-31
Vanguard Windsor™ II Inv0.869%-3.115%871,000-28,0002023-12-31
Vanguard Value Index Inv0.843%0.339%845,7782,8602024-02-29
Vanguard Mid-Cap Value ETF0.745%-2.780%747,238-21,3702024-02-29
JPM US Mid Cap Value-MA0.687%28,840.000%694,850692,4492023-09-30
JPM US Mid Cap Value-Composite0.680%-1.889%681,728-13,1222023-12-31
JPMorgan Mid Cap Value L0.680%0.000%681,72802024-01-31
Financial Select Sector SPDR® ETF0.673%-0.170%674,508-1,1472024-02-29
Vanguard Institutional Index I0.665%-0.389%666,650-2,6052024-02-29
Vanguard Dividend Appreciation ETF0.588%0.635%589,7773,7222024-02-29
First Trust Capital Strength ETF0.512%0.000%512,53002023-12-28
State St S&P 500® Indx SL Cl III0.488%0.472%489,7832,3002024-02-29
CREF Stock R10.471%-3.813%483,739-19,1782023-08-31
Lyrical U.S. Value Equity - CS0.472%6.152%473,11227,4172023-12-31

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