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 4 季 13F 持有人
Ameriprise Financial Inc 在 2023/12/31 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
- 1,163
- 較 2023 年第 3 季 +97 家
- 持有股數
- 8,430 萬
- 較 2023 年第 3 季 −57.0 萬 (−0.7%)
- 總市值
- $320.3 億
- 較 2023 年第 3 季 +$40.6 億 (+14.5%)
- 新進機構
- 169
- 另有 339 家加碼
- 清倉機構
- 72
- 另有 438 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 1,404 | $53.3 萬 | 0.06% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,405 | $53.4 萬 | 0.00% | +733+109.1% | 加碼 |
| Pointe Capital Management LLC | 1,412 | $53.6 萬 | 0.37% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,414 | $53.7 萬 | 0.02% | +24+1.7% | 加碼 |
| NEOS Investment Management LLC | 1,434 | $54.5 萬 | 0.05% | +671+87.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 1,440 | $54.7 萬 | 0.13% | +1,440 | 新進 |
| Forum Financial Management, LP | 1,446 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 3,208 | $55.0 萬 | 0.02% | +3,208 | 新進 |
| Guinness Asset Management LTD | 1,460 | $55.5 萬 | 0.01% | −192−11.6% | 減碼 |
| Insight Advisors, LLC | 1,467 | $55.7 萬 | 0.12% | −10−0.7% | 減碼 |
| Becker Capital Management Inc | 1,468 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Searle & Co. | 1,469 | $55.8 萬 | 0.15% | +1,469 | 新進 |
| Baker Tilly Wealth Management, LLC | 1,470 | $55.8 萬 | 0.09% | −177−10.7% | 減碼 |
| Renasant Bank | 1,478 | $56.1 萬 | 0.45% | +9+0.6% | 加碼 |
| Eisler Capital (UK) Ltd. | 1,480 | $56.2 萬 | 0.05% | −1,226−45.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,488 | $56.5 萬 | 0.14% | +3+0.2% | 加碼 |
| BFSG, LLC | 1,491 | $56.6 萬 | 0.08% | +1,491 | 新進 |
| Gladstone Institutional Advisory LLC | 1,498 | $56.9 萬 | 0.03% | −69−4.4% | 減碼 |
| Inceptionr LLC | 1,499 | $56.9 萬 | 0.41% | +637+73.9% | 加碼 |
| Gabelli Funds LLC | 1,500 | $57.0 萬 | 0.00% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 1,502 | $57.1 萬 | 0.50% | −7−0.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,509 | $57.3 萬 | 0.02% | +1,158+329.9% | 加碼 |
| Fort Point Capital Partners LLC | 1,525 | $57.9 萬 | 0.09% | −96−5.9% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 1,527 | $58.0 萬 | 0.02% | −706−31.6% | 減碼 |
| Valeo Financial Advisors, LLC | 1,527 | $58.0 萬 | 0.02% | +272+21.7% | 加碼 |
| 1776 Wealth LLC | 1,533 | $58.2 萬 | 0.29% | +61+4.1% | 加碼 |
| Basepoint Wealth LLC | 1,536 | $58.3 萬 | 0.47% | +16+1.1% | 加碼 |
| Schechter Investment Advisors, LLC | 1,538 | $58.4 萬 | 0.05% | −32−2.0% | 減碼 |
| Everence Capital Management Inc | 1,540 | $58.5 萬 | 0.04% | −2,880−65.2% | 減碼 |
| Vishria Bird Financial Group, LLC | 1,545 | $58.7 萬 | 0.28% | +1+0.1% | 加碼 |
| Congress Wealth Management LLC | 1,552 | $58.9 萬 | 0.01% | +23+1.5% | 加碼 |
| Accel Wealth Management | 1,577 | $59.9 萬 | 0.30% | +35+2.3% | 加碼 |
| Plimoth Trust Co LLC | 1,580 | $60.0 萬 | 0.17% | −10−0.6% | 減碼 |
| Eagle Global Advisors LLC | 1,600 | $60.8 萬 | 0.04% | +120+8.1% | 加碼 |
| Ancora Advisors, LLC | 1,603 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 1,609 | $61.1 萬 | 0.05% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,609 | $61.1 萬 | 0.01% | +96+6.3% | 加碼 |
| KLR Investment Advisors, LLC | 1,612 | $61.2 萬 | 0.44% | +157+10.8% | 加碼 |
| Geller Advisors LLC | 1,620 | $61.5 萬 | 0.06% | −23−1.4% | 減碼 |
| Grimes & Company, Inc. | 1,631 | $61.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,634 | $62.1 萬 | 0.01% | 00.0% | 不變 |
| Grove Bank & Trust | 1,638 | $62.2 萬 | 0.11% | −99−5.7% | 減碼 |
| Transcend Wealth Collective, LLC | 1,641 | $62.3 萬 | 0.06% | −58−3.4% | 減碼 |
| EP Wealth Advisors, LLC | 1,648 | $62.6 萬 | 0.01% | +95+6.1% | 加碼 |
| Legacy Advisors, LLC | 1,650 | $62.7 萬 | 0.08% | +556+50.8% | 加碼 |
| Citizens Financial Group Inc | 1,661 | $63.1 萬 | 0.02% | +639+62.5% | 加碼 |
| Insigneo Advisory Services, LLC | 1,661 | $63.1 萬 | 0.09% | −14−0.8% | 減碼 |
| Argent Trust Co | 1,680 | $63.8 萬 | 0.03% | −15−0.9% | 減碼 |
| Spinnaker Trust | 1,685 | $64.0 萬 | 0.04% | 00.0% | 不變 |
| Assetmark, Inc | 1,686 | $64.0 萬 | 0.00% | −42−2.4% | 減碼 |
| TrinityPoint Wealth, LLC | 1,697 | $64.5 萬 | 0.12% | +227+15.4% | 加碼 |
| DoubleLine ETF Adviser LP | 1,701 | $64.6 萬 | 0.19% | +121+7.7% | 加碼 |
| Legacy Trust | 1,702 | $64.6 萬 | 0.17% | −2−0.1% | 減碼 |
| Zhang Financial LLC | 1,724 | $65.5 萬 | 0.06% | +203+13.3% | 加碼 |
| Pennsylvania Capital Management Inc | 1,733 | $65.8 萬 | 0.26% | −4−0.2% | 減碼 |
| Ritholtz Wealth Management | 1,742 | $66.2 萬 | 0.03% | −13−0.7% | 減碼 |
| Boston Financial Mangement LLC | 1,745 | $66.3 萬 | 0.02% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,747 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| ERn Financial, LLC | 1,771 | $66.4 萬 | 0.13% | −1−0.1% | 減碼 |
| Banque Cantonale Vaudoise | 1,750 | $66.5 萬 | 0.03% | −547−23.8% | 減碼 |
| First Commonwealth Financial Corp | 1,756 | $66.7 萬 | 0.21% | +34+2.0% | 加碼 |
| Qsemble Capital Management, LP | 1,761 | $66.9 萬 | 0.17% | −439−20.0% | 減碼 |
| Quent Capital, LLC | 1,767 | $67.1 萬 | 0.09% | +40+2.3% | 加碼 |
| Syon Capital LLC | 1,783 | $67.7 萬 | 0.07% | +90+5.3% | 加碼 |
| Alberta Investment Management Corp | 1,800 | $68.4 萬 | 0.01% | 00.0% | 不變 |
| Axq Capital, LP | 1,800 | $68.4 萬 | 0.18% | +1,800 | 新進 |
| Integrated Advisors Network LLC | 1,806 | $68.6 萬 | 0.04% | −302−14.3% | 減碼 |
| IFP Advisors, Inc | 1,811 | $68.8 萬 | 0.03% | −88−4.6% | 減碼 |
| Dodge & Cox | 1,827 | $69.4 萬 | 0.00% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $70.1 萬 | 0.02% | −125−6.3% | 減碼 |
| Gratus Wealth Advisors, LLC | 1,860 | $70.6 萬 | 0.14% | +1,860 | 新進 |
| Evergreen Capital Management LLC | 1,869 | $71.0 萬 | 0.03% | −41−2.1% | 減碼 |
| Simplex Trading, LLC | 1,874 | $71.1 萬 | 0.02% | +1,874 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,875 | $71.2 萬 | 0.23% | −123−6.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 1,875 | $71.3 萬 | 0.10% | −1,342−41.7% | 減碼 |
| Stephens Inc | 1,887 | $71.7 萬 | 0.01% | +186+10.9% | 加碼 |
| Stonegate Investment Group, LLC | 1,890 | $71.8 萬 | 0.02% | −29−1.5% | 減碼 |
| Mairs & Power Inc | 1,895 | $72.0 萬 | 0.01% | −267−12.3% | 減碼 |
| LM Advisors LLC | 1,896 | $72.0 萬 | 0.14% | +1,896 | 新進 |
| Colony Group, LLC | 1,905 | $72.4 萬 | 0.01% | +1,905 | 新進 |
| Stokes Capital Advisors, LLC | 1,910 | $72.5 萬 | 0.23% | −40−2.1% | 減碼 |
| MorganRosel Wealth Management, LLC | 1,923 | $73.0 萬 | 0.28% | −107−5.3% | 減碼 |
| Prosperity Consulting Group, LLC | 1,931 | $73.3 萬 | 0.25% | +46+2.4% | 加碼 |
| Petrus Trust Company, LTA | 1,969 | $74.8 萬 | 0.07% | +854+76.6% | 加碼 |
| Pacific Capital Partners Ltd | 1,998 | $75.9 萬 | 0.57% | +36+1.8% | 加碼 |
| Hancock Whitney Corp | 2,000 | $76.0 萬 | 0.03% | −83−4.0% | 減碼 |
| Gateway Advisory, LLC | 2,007 | $76.2 萬 | 0.15% | −74−3.6% | 減碼 |
| Round Rock Advisors, LLC | 2,020 | $76.7 萬 | 0.19% | +2,020 | 新進 |
| Shell Asset Management Co | 2,023 | $76.8 萬 | 0.04% | −541−21.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,023 | $76.8 萬 | 0.19% | +16+0.8% | 加碼 |
| Nomura Holdings Inc | 2,040 | $77.5 萬 | 0.01% | +2,040 | 新進 |
| Angeles Investment Advisors, LLC | 2,041 | $77.5 萬 | 0.05% | −59−2.8% | 減碼 |
| Fielder Capital Group LLC | 2,043 | $77.6 萬 | 0.47% | +2,043 | 新進 |
| Evergreen Wealth Solutions, LLC | 2,072 | $78.7 萬 | 0.67% | +5+0.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $79.6 萬 | 0.21% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,120 | $80.5 萬 | 0.01% | −27−1.3% | 減碼 |
| Mather Group, LLC. | 2,144 | $81.4 萬 | 0.01% | +209+10.8% | 加碼 |
| Pettee Investors, Inc. | 2,150 | $81.7 萬 | 0.36% | −250−10.4% | 減碼 |
| Synovus Financial Corp | 2,153 | $81.8 萬 | 0.01% | +134+6.6% | 加碼 |
| GTS Securities LLC | 2,155 | $81.9 萬 | 0.02% | +906+72.5% | 加碼 |