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。
2024 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2024/3/31 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
- 1,243
- 較 2023 年第 4 季 +94 家
- 持有股數
- 8,398 萬
- 較 2023 年第 4 季 −4.33 萬 (−0.1%)
- 總市值
- $367.8 億
- 較 2023 年第 4 季 +$48.7 億 (+15.3%)
- 新進機構
- 150
- 另有 422 家加碼
- 清倉機構
- 56
- 另有 414 家減碼
另有 14 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,190 | $52.2 萬 | 0.01% | −141−10.6% | 減碼 |
| Prudential PLC | 1,192 | $52.3 萬 | 0.00% | −4,325−78.4% | 減碼 |
| EHP Funds Inc. | 1,200 | $52.6 萬 | 0.36% | −100−7.7% | 減碼 |
| Weil Company, Inc. | 1,200 | $52.6 萬 | 0.21% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,203 | $52.7 萬 | 0.01% | −100−7.7% | 減碼 |
| Keel Point, LLC | 1,204 | $52.8 萬 | 0.05% | +61+5.3% | 加碼 |
| Clarius Group, LLC | 1,208 | $53.0 萬 | 0.04% | −103−7.9% | 減碼 |
| Plimoth Trust Co LLC | 1,215 | $53.3 萬 | 0.14% | −365−23.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $53.5 萬 | 0.10% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 1,221 | $53.5 萬 | 0.01% | +39+3.3% | 加碼 |
| Panagora Asset Management Inc | 1,225 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1,229 | $53.9 萬 | 0.00% | +1,211+6,727.8% | 加碼 |
| Trust Asset Management LLC | 1,230 | $53.9 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,256 | $55.1 萬 | 0.06% | +1,256 | 新進 |
| McLean Asset Management Corp | 1,285 | $55.2 萬 | 0.19% | −40−3.0% | 減碼 |
| St Germain D J Co Inc | 1,260 | $55.2 萬 | 0.03% | −13−1.0% | 減碼 |
| Perritt Capital Management Inc | 1,261 | $55.3 萬 | 0.30% | +78+6.6% | 加碼 |
| Guinness Asset Management LTD | 1,267 | $55.6 萬 | 0.01% | −193−13.2% | 減碼 |
| Estabrook Capital Management | 1,270 | $55.7 萬 | 0.09% | −30−2.3% | 減碼 |
| XTX Topco Ltd | 1,274 | $55.9 萬 | 0.08% | +1,274 | 新進 |
| Fort Washington Investment Advisors Inc | 1,277 | $56.0 萬 | 0.00% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 1,283 | $56.3 萬 | 0.11% | −31−2.4% | 減碼 |
| Beacon Financial Group | 1,285 | $56.3 萬 | 0.06% | −96−7.0% | 減碼 |
| PFG Investments, LLC | 1,295 | $56.8 萬 | 0.03% | +1,295 | 新進 |
| Axq Capital, LP | 1,300 | $57.0 萬 | 0.14% | −500−27.8% | 減碼 |
| Gabelli Funds LLC | 1,300 | $57.0 萬 | 0.00% | −200−13.3% | 減碼 |
| Coastline Trust Co | 1,300 | $57.0 萬 | 0.07% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 1,300 | $57.0 萬 | 0.03% | +1,300 | 新進 |
| Old Port Advisors | 1,300 | $57.0 萬 | 0.17% | +23+1.8% | 加碼 |
| Northcape Wealth Management, LLC | 1,317 | $57.7 萬 | 0.21% | 00.0% | 不變 |
| Arlington Trust Co LLC | 1,322 | $58.0 萬 | 0.15% | −4−0.3% | 減碼 |
| Pinnacle Financial Partners Inc | 1,334 | $58.5 萬 | 0.01% | +305+29.6% | 加碼 |
| Citizens Financial Group Inc | 1,340 | $58.8 萬 | 0.02% | −321−19.3% | 減碼 |
| Checchi Capital Advisers, LLC | 1,342 | $58.8 萬 | 0.05% | −2−0.1% | 減碼 |
| Capula Management Ltd | 1,358 | $59.5 萬 | 0.02% | +1,358 | 新進 |
| Gladstone Institutional Advisory LLC | 1,378 | $60.4 萬 | 0.03% | −120−8.0% | 減碼 |
| Becker Capital Management Inc | 1,383 | $60.6 萬 | 0.02% | −85−5.8% | 減碼 |
| Charter Oak Capital Management, LLC | 1,387 | $60.8 萬 | 0.07% | +60+4.5% | 加碼 |
| J. W. Coons Advisors, LLC | 1,400 | $61.4 萬 | 0.14% | +1,400 | 新進 |
| Lyell Wealth Management, LP | 1,404 | $61.6 萬 | 0.06% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,404 | $61.6 萬 | 0.02% | −10−0.7% | 減碼 |
| West Coast Financial LLC | 1,409 | $61.8 萬 | 0.07% | +50+3.7% | 加碼 |
| Pointe Capital Management LLC | 1,412 | $61.9 萬 | 0.38% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,413 | $62.0 萬 | 0.00% | +8+0.6% | 加碼 |
| Cipher Capital LP | 1,424 | $62.4 萬 | 0.29% | +109+8.3% | 加碼 |
| Crewe Advisors LLC | 1,427 | $62.6 萬 | 0.07% | +1,427 | 新進 |
| Sherbrooke Park Advisers LLC | 1,430 | $62.7 萬 | 0.12% | +1,430 | 新進 |
| Wedbush Securities Inc | 1,437 | $63.0 萬 | 0.02% | +113+8.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,442 | $63.2 萬 | 0.11% | −28−1.9% | 減碼 |
| Pinnacle Associates Ltd | 1,445 | $63.3 萬 | 0.01% | +301+26.3% | 加碼 |
| Forum Financial Management, LP | 1,446 | $63.4 萬 | 0.01% | 00.0% | 不變 |
| CSS LLC | 1,450 | $63.6 萬 | 0.05% | +450+45.0% | 加碼 |
| Convergence Investment Partners, LLC | 1,455 | $63.8 萬 | 0.24% | +144+11.0% | 加碼 |
| Renasant Bank | 1,458 | $63.9 萬 | 0.45% | −20−1.4% | 減碼 |
| Insight Advisors, LLC | 1,467 | $64.3 萬 | 0.12% | 00.0% | 不變 |
| Searle & Co. | 1,469 | $64.4 萬 | 0.16% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,476 | $64.5 萬 | 0.02% | +75+5.4% | 加碼 |
| Buckingham Strategic Partners | 1,477 | $64.8 萬 | 0.02% | +1,477 | 新進 |
| Accel Wealth Management | 1,482 | $65.0 萬 | 0.28% | −95−6.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,490 | $65.3 萬 | 0.15% | +2+0.1% | 加碼 |
| MQS Management LLC | 1,498 | $65.7 萬 | 0.38% | +1,498 | 新進 |
| Central Pacific Bank - Trust Division | 1,520 | $66.1 萬 | 0.08% | +1,520 | 新進 |
| 1776 Wealth LLC | 1,516 | $66.5 萬 | 0.32% | −17−1.1% | 減碼 |
| Fort Point Capital Partners LLC | 1,525 | $66.9 萬 | 0.09% | 00.0% | 不變 |
| Everence Capital Management Inc | 1,540 | $67.5 萬 | 0.04% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,541 | $67.6 萬 | 0.05% | +3+0.2% | 加碼 |
| First Citizens Bank & Trust Co | 1,543 | $67.7 萬 | 0.01% | +1,543 | 新進 |
| Profund Advisors LLC | 1,543 | $67.7 萬 | 0.03% | +182+13.4% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,545 | $67.7 萬 | 0.29% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 1,555 | $68.2 萬 | 0.52% | +53+3.5% | 加碼 |
| Advisors Asset Management, Inc. | 1,585 | $69.5 萬 | 0.01% | +365+29.9% | 加碼 |
| Stokes Capital Advisors, LLC | 1,585 | $69.5 萬 | 0.20% | −325−17.0% | 減碼 |
| AE Wealth Management LLC | 1,588 | $69.7 萬 | 0.01% | −8,870−84.8% | 減碼 |
| Snowden Capital Advisors LLC | 1,594 | $69.9 萬 | 0.02% | +364+29.6% | 加碼 |
| Lebenthal Global Advisors, LLC | 1,596 | $70.0 萬 | 0.16% | +156+10.8% | 加碼 |
| Eagle Global Advisors LLC | 1,600 | $70.2 萬 | 0.04% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,603 | $70.3 萬 | 0.02% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 1,605 | $70.4 萬 | 0.06% | −36−2.2% | 減碼 |
| Howard Capital Management Group, LLC | 1,609 | $70.5 萬 | 0.05% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 1,610 | $70.6 萬 | 0.11% | +1,610 | 新進 |
| KLR Investment Advisors, LLC | 1,679 | $70.7 萬 | 0.51% | +67+4.2% | 加碼 |
| Grove Bank & Trust | 1,615 | $70.8 萬 | 0.12% | −23−1.4% | 減碼 |
| Congress Wealth Management LLC | 1,617 | $70.9 萬 | 0.01% | +65+4.2% | 加碼 |
| EP Wealth Advisors, LLC | 1,619 | $71.0 萬 | 0.01% | −29−1.8% | 減碼 |
| Everpar Advisors LLC | 1,624 | $71.2 萬 | 0.43% | −1,331−45.0% | 減碼 |
| Grimes & Company, Inc. | 1,632 | $71.5 萬 | 0.02% | +1+0.1% | 加碼 |
| Ballentine Partners, LLC | 1,651 | $72.4 萬 | 0.01% | +42+2.6% | 加碼 |
| Argent Trust Co | 1,677 | $73.5 萬 | 0.03% | −3−0.2% | 減碼 |
| Rathbone Brothers plc | 1,682 | $73.7 萬 | 0.00% | −65−3.7% | 減碼 |
| Spinnaker Trust | 1,685 | $73.9 萬 | 0.05% | 00.0% | 不變 |
| Ci Investments Inc. | 1,699 | $74.5 萬 | 0.00% | +297+21.2% | 加碼 |
| Assetmark, Inc | 1,706 | $74.8 萬 | 0.00% | +20+1.2% | 加碼 |
| Boston Financial Mangement LLC | 1,721 | $75.5 萬 | 0.02% | −24−1.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 2,514 | $75.6 萬 | 0.05% | +987+64.6% | 加碼 |
| OmniStar Financial Group, Inc. | 1,725 | $75.7 萬 | 0.69% | +1,725 | 新進 |
| Legacy Advisors, LLC | 1,727 | $75.7 萬 | 0.10% | +77+4.7% | 加碼 |
| Pennsylvania Capital Management Inc | 1,733 | $76.0 萬 | 0.31% | 00.0% | 不變 |
| Legacy Trust | 1,752 | $76.8 萬 | 0.19% | +50+2.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,761 | $77.3 萬 | 0.08% | −114−6.1% | 減碼 |
| IFP Advisors, Inc | 1,763 | $77.3 萬 | 0.03% | −48−2.7% | 減碼 |