Ameriprise Financial Inc
AMP- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000820027
近 90 天,Ameriprise Financial Inc 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 1,396 家機構在 13F 申報持有,市值合計 $358.9 億;沒有大師持有。
2023 年第 2 季 13F 持有人
Ameriprise Financial Inc 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,079
- 較 2023 年第 1 季 +48 家
- 持有股數
- 8,646 萬
- 較 2023 年第 1 季 −161.1 萬 (−1.8%)
- 總市值
- $286.3 億
- 較 2023 年第 1 季 +$19.1 億 (+7.2%)
- 新進機構
- 109
- 另有 336 家加碼
- 清倉機構
- 61
- 另有 407 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AMP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,396 | $358.9 億 |
| 2026 年第 1 季 | 1,394 | $348.6 億 |
| 2025 年第 4 季 | 1,426 | $391.8 億 |
| 2025 年第 3 季 | 1,363 | $390.5 億 |
| 2025 年第 2 季 | 1,363 | $430.4 億 |
| 2025 年第 1 季 | 1,369 | $402.0 億 |
| 2024 年第 4 季 | 1,392 | $441.7 億 |
| 2024 年第 3 季 | 1,267 | $388.4 億 |
| 2024 年第 2 季 | 1,250 | $357.6 億 |
| 2024 年第 1 季 | 1,243 | $367.8 億 |
| 2023 年第 4 季 | 1,163 | $320.3 億 |
| 2023 年第 3 季 | 1,087 | $280.6 億 |
| 2023 年第 2 季 | 1,079 | $286.3 億 |
| 2023 年第 1 季 | 1,039 | $267.2 億 |
| 2022 年第 4 季 | 1,028 | $273.7 億 |
| 2022 年第 3 季 | 942 | $223.3 億 |
| 2022 年第 2 季 | 956 | $213.1 億 |
| 2022 年第 1 季 | 997 | $274.7 億 |
| 2021 年第 4 季 | 987 | $277.0 億 |
| 2021 年第 3 季 | 927 | $246.1 億 |
| 2021 年第 2 季 | 892 | $236.4 億 |
| 2021 年第 1 季 | 885 | $223.3 億 |
2023 年第 2 季持有機構
每家機構持有 Ameriprise Financial Inc 的股數、市值與佔組合比重;股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 6,373 | $211.7 萬 | 0.03% | +1,684+35.9% | 加碼 |
| Louisiana State Employees Retirement System | 6,400 | $212.6 萬 | 0.05% | −400−5.9% | 減碼 |
| Pacer Advisors, Inc. | 6,488 | $215.5 萬 | 0.01% | −22,842−77.9% | 減碼 |
| Bridgeway Capital Management, LLC | 6,500 | $215.9 萬 | 0.05% | 00.0% | 不變 |
| Connectus Wealth, LLC | 6,533 | $218.3 萬 | 0.05% | +129+2.0% | 加碼 |
| Great Lakes Advisors, LLC | 6,664 | $221.3 萬 | 0.02% | +132+2.0% | 加碼 |
| Chesley Taft & Associates LLC | 6,713 | $223.0 萬 | 0.14% | −83−1.2% | 減碼 |
| Burney Co | 6,757 | $224.4 萬 | 0.10% | +410+6.5% | 加碼 |
| New Hampshire Trust | 6,794 | $225.7 萬 | 0.59% | +76+1.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 6,794 | $225.7 萬 | 0.03% | +3,505+106.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 6,836 | $227.1 萬 | 2.24% | −427−5.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 6,948 | $230.8 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 6,975 | $231.7 萬 | 0.18% | +6,975 | 新進 |
| Malaga Cove Capital, LLC | 6,984 | $232.0 萬 | 1.07% | −20−0.3% | 減碼 |
| Telemus Capital, LLC | 6,986 | $232.0 萬 | 0.20% | −332−4.5% | 減碼 |
| FineMark National Bank & Trust | 7,040 | $233.8 萬 | 0.10% | +11+0.2% | 加碼 |
| Johnson Investment Counsel Inc | 7,187 | $238.7 萬 | 0.03% | −300−4.0% | 減碼 |
| Pathstone Family Office, LLC | 7,283 | $241.7 萬 | 0.03% | +852+13.2% | 加碼 |
| Hartford Investment Management Co | 7,312 | $242.9 萬 | 0.09% | −1,560−17.6% | 減碼 |
| Castellan Group, LLC | 7,315 | $243.0 萬 | 1.55% | +85+1.2% | 加碼 |
| Edmp, Inc. | 7,364 | $244.6 萬 | 2.33% | +45+0.6% | 加碼 |
| CNB Bank | 7,376 | $245.0 萬 | 1.44% | −539−6.8% | 減碼 |
| Alaska Permanent Fund Corp | 7,400 | $245.8 萬 | 0.05% | +7,400 | 新進 |
| Great Diamond Partners, LLC | 7,465 | $248.0 萬 | 0.65% | +119+1.6% | 加碼 |
| GWM Advisors LLC | 7,484 | $248.6 萬 | 0.03% | −1,060−12.4% | 減碼 |
| Perigon Wealth Management, LLC | 7,626 | $253.3 萬 | 0.10% | +71+0.9% | 加碼 |
| Carret Asset Management, LLC | 7,630 | $253.4 萬 | 0.34% | −74−1.0% | 減碼 |
| Hennessy Advisors Inc | 7,700 | $255.8 萬 | 0.18% | −200−2.5% | 減碼 |
| Brinker Capital Investments, LLC | 7,792 | $258.8 萬 | 0.03% | +510+7.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,792 | $258.8 萬 | 0.03% | +510+7.0% | 加碼 |
| Loudon Investment Management, LLC | 7,858 | $261.0 萬 | 1.72% | −470−5.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 7,869 | $261.4 萬 | 0.04% | +7,869 | 新進 |
| Westpac Banking Corp | 7,874 | $261.5 萬 | 0.18% | −12,229−60.8% | 減碼 |
| Briggs Advisory Group, Inc. | 8,009 | $266.0 萬 | 1.49% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 8,028 | $266.7 萬 | 0.06% | −292−3.5% | 減碼 |
| Tower Bridge Advisors | 8,139 | $270.3 萬 | 0.25% | −50−0.6% | 減碼 |
| Bartlett & Co. LLC | 8,153 | $270.8 萬 | 0.05% | +8,153 | 新進 |
| Bartlett & Co. Wealth Management LLC | 8,153 | $270.8 萬 | 0.05% | +8,153 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 8,183 | $271.8 萬 | 0.01% | −1,685−17.1% | 減碼 |
| SG Americas Securities, LLC | 8,183 | $271.8 萬 | 0.02% | +5,795+242.7% | 加碼 |
| Journey Advisory Group, LLC | 8,245 | $273.9 萬 | 0.41% | +1,504+22.3% | 加碼 |
| Kentucky Retirement Systems | 8,376 | $278.2 萬 | 0.09% | +50+0.6% | 加碼 |
| New Potomac Partners, LLC | 8,480 | $281.7 萬 | 1.86% | −282−3.2% | 減碼 |
| Ethic Inc. | 8,553 | $284.1 萬 | 0.11% | +3,381+65.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,588 | $285.3 萬 | 0.00% | −127−1.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,609 | $286.0 萬 | 0.04% | +74+0.9% | 加碼 |
| Cetera Investment Advisers | 8,627 | $286.5 萬 | 0.02% | +407+5.0% | 加碼 |
| Securian Asset Management, Inc | 8,768 | $291.2 萬 | 0.07% | −213−2.4% | 減碼 |
| Daiwa Securities Group Inc. | 8,783 | $291.7 萬 | 0.02% | +136+1.6% | 加碼 |
| Kestra Advisory Services, LLC | 8,810 | $292.6 萬 | 0.03% | +181+2.1% | 加碼 |
| IMA Wealth, Inc. | 8,826 | $293.2 萬 | 0.75% | −107−1.2% | 減碼 |
| Advisory Services Network, LLC | 8,900 | $295.6 萬 | 0.08% | +177+2.0% | 加碼 |
| Cetera Advisor Networks LLC | 9,088 | $301.9 萬 | 0.02% | +281+3.2% | 加碼 |
| Eagle Asset Management Inc | 9,207 | $305.8 萬 | 0.02% | +605+7.0% | 加碼 |
| Investment Management Corp of Ontario | 9,289 | $308.5 萬 | 0.13% | +1,197+14.8% | 加碼 |
| AE Wealth Management LLC | 9,310 | $309.2 萬 | 0.02% | −2,872−23.6% | 減碼 |
| British Columbia Investment Management Corp | 9,479 | $314.9 萬 | 0.03% | 00.0% | 不變 |
| Mackenzie Financial Corp | 9,733 | $326.1 萬 | 0.00% | −4,434−31.3% | 減碼 |
| TD Private Client Wealth LLC | 9,842 | $326.9 萬 | 0.14% | +620+6.7% | 加碼 |
| Bessemer Group Inc | 9,845 | $327.0 萬 | 0.01% | +2,376+31.8% | 加碼 |
| PFS Investments Inc. | 9,849 | $327.1 萬 | 0.05% | +1,494+17.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 9,919 | $329.5 萬 | 0.77% | −40.0% | 減碼 |
| Genus Capital Management Inc. | 10,054 | $334.0 萬 | 0.49% | +10,054 | 新進 |
| Raymond James Trust N.A. | 10,059 | $334.1 萬 | 0.10% | +361+3.7% | 加碼 |
| Bank of Nova Scotia | 10,070 | $334.5 萬 | 0.01% | +24+0.2% | 加碼 |
| BKD Wealth Advisors, LLC | 10,082 | $334.9 萬 | 0.10% | +4,518+81.2% | 加碼 |
| BDO Wealth Advisors, LLC | 10,129 | $336.5 萬 | 0.39% | +75+0.7% | 加碼 |
| BancorpSouth Bank | 10,218 | $339.4 萬 | 0.30% | −48−0.5% | 減碼 |
| Vident Investment Advisory, LLC | 10,290 | $341.8 萬 | 0.12% | −2,792−21.3% | 減碼 |
| L2 Asset Management, LLC | 10,584 | $343.4 萬 | 1.68% | −600−5.4% | 減碼 |
| Edgestream Partners, L.P. | 10,420 | $346.1 萬 | 0.31% | +5,716+121.5% | 加碼 |
| Red Cedar Investment Management, LLC | 10,424 | $346.2 萬 | 0.53% | 00.0% | 不變 |
| Norinchukin Bank, The | 10,442 | $346.8 萬 | 0.06% | +4,505+75.9% | 加碼 |
| Illinois Municipal Retirement Fund | 10,521 | $349.5 萬 | 0.07% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 10,566 | $350.9 萬 | 0.09% | −3,381−24.2% | 減碼 |
| Baird Financial Group, Inc. | 10,710 | $355.7 萬 | 0.01% | −2,419−18.4% | 減碼 |
| Erste Asset Management GmbH | 11,000 | $365.0 萬 | 0.06% | +1,302+13.4% | 加碼 |
| Fulton Bank, N.A. | 11,045 | $366.9 萬 | 0.18% | +795+7.8% | 加碼 |
| Wealthfront Advisers LLC | 11,055 | $367.2 萬 | 0.02% | −268−2.4% | 減碼 |
| Ensign Peak Advisors, Inc | 11,105 | $368.9 萬 | 0.01% | −35,255−76.0% | 減碼 |
| American Assets Investment Management, LLC | 11,250 | $373.7 萬 | 0.42% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 11,614 | $385.8 萬 | 0.04% | −3,023−20.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 11,615 | $385.8 萬 | 0.03% | −17,316−59.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 11,693 | $388.4 萬 | 0.41% | −884−7.0% | 減碼 |
| SYSTM Wealth Solutions LLC | 11,749 | $390.2 萬 | 0.53% | −1,653−12.3% | 減碼 |
| Railway Pension Investments Ltd | 12,100 | $401.9 萬 | 0.04% | −18,800−60.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,123 | $402.7 萬 | 0.42% | −1,200−9.0% | 減碼 |
| Czech National Bank | 12,333 | $409.7 萬 | 0.09% | −71−0.6% | 減碼 |
| Bokf, NA | 12,334 | $409.7 萬 | 0.08% | +1,390+12.7% | 加碼 |
| Boston Private Wealth LLC | 12,437 | $413.1 萬 | 0.07% | −6,147−33.1% | 減碼 |
| Hohimer Wealth Management, LLC | 12,552 | $416.9 萬 | 1.15% | −365−2.8% | 減碼 |
| Cresset Asset Management, LLC | 12,725 | $422.7 萬 | 0.03% | +7,446+141.0% | 加碼 |
| JustInvest LLC | 12,894 | $428.3 萬 | 0.13% | +993+8.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,142 | $436.5 萬 | 0.07% | −49−0.4% | 減碼 |
| Equitable Trust Co | 13,492 | $448.2 萬 | 0.34% | −57−0.4% | 減碼 |
| CX Institutional | 13,525 | $449.3 萬 | 0.23% | +1,205+9.8% | 加碼 |
| Atria Investments LLC | 13,647 | $452.4 萬 | 0.08% | +1,086+8.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 13,624 | $452.5 萬 | 0.87% | −87−0.6% | 減碼 |
| Achmea Investment Management B.V. | 13,705 | $455.3 萬 | 0.10% | +241+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 13,322 | $459.9 萬 | 0.10% | −9,427−41.4% | 減碼 |