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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 2,932 | $99.5 萬 | 0.11% | +49+1.7% | 加碼 |
| Tiaa, FSB | 2,981 | $99.0 萬 | 0.00% | +2+0.1% | 加碼 |
| Eisler Capital (UK) Ltd. | 2,959 | $98.3 萬 | 0.11% | +2,959 | 新進 |
| Wright Investors Service Inc | 2,932 | $97.4 萬 | 0.27% | −3,155−51.8% | 減碼 |
| M. Kulyk & Associates, LLC | 2,922 | $97.1 萬 | 0.27% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 2,900 | $96.3 萬 | 0.26% | −1,800−38.3% | 減碼 |
| Skba Capital Management LLC | 2,895 | $96.2 萬 | 0.17% | 00.0% | 不變 |
| Pitcairn Co | 2,892 | $96.1 萬 | 0.08% | −56−1.9% | 減碼 |
| Heartland Bank & Trust Co | 2,868 | $95.3 萬 | 0.74% | −260−8.3% | 減碼 |
| Marks Group Wealth Management, Inc | 2,858 | $94.9 萬 | 0.11% | 00.0% | 不變 |
| Private Asset Management Inc | 2,850 | $94.7 萬 | 0.18% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,817 | $93.6 萬 | 0.12% | +1,270+82.1% | 加碼 |
| Montecito Bank & Trust | 2,801 | $93.0 萬 | 0.21% | −42−1.5% | 減碼 |
| Qtron Investments LLC | 2,795 | $92.8 萬 | 0.18% | +355+14.5% | 加碼 |
| Kingsview Wealth Management, LLC | 2,779 | $92.3 萬 | 0.04% | −3,549−56.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,757 | $91.6 萬 | 0.02% | +248+9.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,754 | $91.5 萬 | 0.03% | +117+4.4% | 加碼 |
| Seven Eight Capital, LP | 2,738 | $90.9 萬 | 0.15% | +2,738 | 新進 |
| Personal Cfo Solutions, LLC | 2,730 | $90.7 萬 | 0.18% | +40+1.5% | 加碼 |
| HM Payson & Co | 2,661 | $88.4 萬 | 0.02% | 00.0% | 不變 |
| Shell Asset Management Co | 2,654 | $88.2 萬 | 0.03% | −578−17.9% | 減碼 |
| HB Wealth Management, LLC | 2,612 | $86.8 萬 | 0.01% | −50−1.9% | 減碼 |
| Toroso Investments, LLC | 2,604 | $86.7 萬 | 0.03% | +925+55.1% | 加碼 |
| Gator Capital Management, LLC | 2,600 | $86.4 萬 | 0.61% | −4,225−61.9% | 減碼 |
| Park Place Capital Corp | 2,590 | $86.0 萬 | 0.24% | +26+1.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,536 | $84.2 萬 | 0.04% | −20−0.8% | 減碼 |
| Brendel Financial Advisors LLC | 2,534 | $84.2 萬 | 1.27% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 2,514 | $83.5 萬 | 0.39% | −19−0.8% | 減碼 |
| Coldstream Capital Management Inc | 2,510 | $83.4 萬 | 0.03% | −165−6.2% | 減碼 |
| Vectors Research Management, LLC | 2,480 | $82.4 萬 | 0.23% | 00.0% | 不變 |
| Veriti Management LLC | 2,479 | $82.3 萬 | 0.09% | −401−13.9% | 減碼 |
| Fayez Sarofim & Co | 2,470 | $82.0 萬 | 0.00% | 00.0% | 不變 |
| CenterBook Partners LP | 2,466 | $81.9 萬 | 0.10% | −730−22.8% | 減碼 |
| Adviser Investments LLC | 2,450 | $81.4 萬 | 0.02% | +1,023+71.7% | 加碼 |
| Pearl River Capital, LLC | 2,439 | $81.0 萬 | 0.13% | +2,439 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 2,421 | $80.3 萬 | 0.03% | −93−3.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 2,401 | $79.8 萬 | 0.02% | −771−24.3% | 減碼 |
| Pettee Investors, Inc. | 2,400 | $79.7 萬 | 0.36% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 2,400 | $79.7 萬 | 0.01% | −131−5.2% | 減碼 |
| Invesco, LLC | 2,387 | $79.3 萬 | 0.39% | +2,387 | 新進 |
| Penobscot Investment Management Company, Inc. | 2,367 | $78.6 萬 | 0.13% | 00.0% | 不變 |
| CWM, LLC | 2,364 | $78.5 萬 | 0.00% | +235+11.0% | 加碼 |
| MorganRosel Wealth Management, LLC | 2,360 | $78.4 萬 | 0.32% | −312−11.7% | 減碼 |
| Resources Investment Advisors, LLC. | 2,342 | $77.8 萬 | 0.02% | −141−5.7% | 減碼 |
| Gateway Investment Advisers LLC | 2,306 | $76.6 萬 | 0.01% | −8−0.3% | 減碼 |
| Evergreen Wealth Solutions, LLC | 2,241 | $74.4 萬 | 0.75% | +240+12.0% | 加碼 |
| Signaturefd, LLC | 2,207 | $73.3 萬 | 0.02% | +113+5.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,204 | $73.2 萬 | 0.05% | +163+8.0% | 加碼 |
| Balentine LLC | 2,197 | $73.0 萬 | 0.02% | −72−3.2% | 減碼 |
| Cavalier Investments, LLC | 2,187 | $72.6 萬 | 0.26% | +110+5.3% | 加碼 |
| Fox Run Management, L.L.C. | 2,163 | $71.8 萬 | 0.20% | +2,163 | 新進 |
| Mairs & Power Inc | 2,162 | $71.8 萬 | 0.01% | +4+0.2% | 加碼 |
| Integrated Advisors Network LLC | 2,143 | $71.2 萬 | 0.04% | −21−1.0% | 減碼 |
| Transcend Wealth Collective, LLC | 2,133 | $70.9 萬 | 0.07% | −127−5.6% | 減碼 |
| DuPont Capital Management Corp | 2,111 | $70.1 萬 | 0.03% | −1,930−47.8% | 減碼 |
| Lindbrook Capital, LLC | 2,111 | $70.1 萬 | 0.07% | −10.0% | 減碼 |
| Quantinno Capital Management LP | 2,101 | $69.8 萬 | 0.04% | +193+10.1% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $69.6 萬 | 0.19% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,062 | $68.5 萬 | 0.02% | +109+5.6% | 加碼 |
| Gateway Advisory, LLC | 2,047 | $68.0 萬 | 0.14% | +1,043+103.9% | 加碼 |
| Stokes Capital Advisors, LLC | 2,045 | $67.9 萬 | 0.23% | +15+0.7% | 加碼 |
| Synovus Financial Corp | 2,045 | $67.9 萬 | 0.01% | +53+2.7% | 加碼 |
| Mather Group, LLC. | 2,038 | $67.7 萬 | 0.01% | −818−28.6% | 減碼 |
| FJ Capital Management LLC | 2,033 | $67.5 萬 | 0.09% | +2,033 | 新進 |
| Armstrong Shaw Associates Inc | 2,020 | $67.1 萬 | 0.68% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 2,009 | $66.7 萬 | 0.08% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,993 | $66.2 萬 | 0.03% | +117+6.2% | 加碼 |
| Tectonic Advisors LLC | 1,972 | $65.5 萬 | 0.08% | +409+26.2% | 加碼 |
| Old North State Trust, LLC | 1,939 | $64.4 萬 | 0.48% | −54−2.7% | 減碼 |
| Colony Group LLC | 1,934 | $64.2 萬 | 0.01% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 1,929 | $64.1 萬 | 0.02% | +42+2.2% | 加碼 |
| EPG Wealth Management LLC | 1,906 | $63.3 萬 | 0.19% | +202+11.9% | 加碼 |
| Evergreen Capital Management LLC | 1,890 | $62.8 萬 | 0.03% | +65+3.6% | 加碼 |
| Prosperity Consulting Group, LLC | 1,852 | $61.5 萬 | 0.38% | 00.0% | 不變 |
| Citizens Financial Group Inc | 1,850 | $61.5 萬 | 0.02% | −30−1.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $61.3 萬 | 0.02% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,845 | $61.3 萬 | 0.07% | +491+36.3% | 加碼 |
| Guinness Asset Management LTD | 1,838 | $61.1 萬 | 0.01% | −325−15.0% | 減碼 |
| Dodge & Cox | 1,827 | $60.7 萬 | 0.00% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 1,825 | $60.6 萬 | 0.02% | −227−11.1% | 減碼 |
| Becker Capital Management Inc | 1,818 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Lincoln National Corp | 1,813 | $60.2 萬 | 0.01% | +65+3.7% | 加碼 |
| Alberta Investment Management Corp | 1,800 | $59.8 萬 | 0.01% | 00.0% | 不變 |
| ERn Financial, LLC | 1,772 | $58.9 萬 | 0.12% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,764 | $58.6 萬 | 0.19% | +126+7.7% | 加碼 |
| Front Barnett Associates LLC | 1,762 | $58.5 萬 | 0.07% | 00.0% | 不變 |
| Arlington Partners LLC | 1,758 | $58.4 萬 | 0.09% | +343+24.2% | 加碼 |
| Moody National Bank Trust Division | 1,751 | $58.2 萬 | 0.04% | −14−0.8% | 減碼 |
| Blueshift Asset Management, LLC | 1,749 | $58.1 萬 | 0.22% | +610+53.6% | 加碼 |
| Clarius Group, LLC | 1,745 | $58.0 萬 | 0.04% | +11+0.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,737 | $57.7 萬 | 0.01% | −28−1.6% | 減碼 |
| Pennsylvania Capital Management Inc | 1,735 | $57.6 萬 | 0.25% | −226−11.5% | 減碼 |
| Legacy Trust | 1,735 | $57.6 萬 | 0.16% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 1,733 | $57.5 萬 | 0.02% | +14+0.8% | 加碼 |
| CAPROCK Group, Inc. | 1,684 | $56.0 萬 | 0.04% | +78+4.9% | 加碼 |
| Argent Trust Co | 1,684 | $55.9 萬 | 0.03% | +91+5.7% | 加碼 |
| BMS Financial Advisors, LLC | 1,681 | $55.8 萬 | 0.36% | −804−32.4% | 減碼 |
| Plimoth Trust Co LLC | 1,680 | $55.8 萬 | 0.17% | −45−2.6% | 減碼 |
| We Are One Seven, LLC | 1,649 | $54.8 萬 | 0.05% | +12+0.7% | 加碼 |
| Grove Bank & Trust | 1,638 | $54.4 萬 | 0.11% | −18−1.1% | 減碼 |