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 3 季 13F 持有人
Ameriprise Financial Inc 在 2024/9/30 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
- 1,267
- 較 2024 年第 2 季 +31 家
- 持有股數
- 8,276 萬
- 較 2024 年第 2 季 +773.5 萬 (+10.3%)
- 總市值
- $388.4 億
- 較 2024 年第 2 季 +$67.9 億 (+21.2%)
- 新進機構
- 111
- 另有 427 家加碼
- 清倉機構
- 80
- 另有 459 家減碼
另有 14 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,019 | $47.9 萬 | 0.03% | +21+2.1% | 加碼 |
| Sterling Wealth Management, Inc. | 1,020 | $47.9 萬 | 0.18% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 1,022 | $48.0 萬 | 0.10% | +20+2.0% | 加碼 |
| Woodmont Investment Counsel LLC | 1,026 | $48.2 萬 | 0.04% | 00.0% | 不變 |
| Estabrook Capital Management | 1,035 | $48.6 萬 | 0.07% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 1,038 | $48.8 萬 | 0.23% | 00.0% | 不變 |
| Cigna Investments Inc | 1,044 | $49.1 萬 | 0.09% | −21−2.0% | 減碼 |
| Guinness Asset Management LTD | 1,050 | $49.3 萬 | 0.01% | −119−10.2% | 減碼 |
| Cetera Trust Company, N.A | 1,050 | $49.3 萬 | 0.30% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 1,047 | $49.3 萬 | 0.01% | +436+71.4% | 加碼 |
| Evercore Wealth Management, LLC | 1,065 | $50.0 萬 | 0.01% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,070 | $50.3 萬 | 0.04% | +1,070 | 新進 |
| Invst, LLC | 1,072 | $50.4 萬 | 0.06% | −5−0.5% | 減碼 |
| Everett Harris & Co | 1,072 | $50.4 萬 | 0.01% | 00.0% | 不變 |
| Renasant Bank | 1,073 | $50.4 萬 | 0.33% | +293+37.6% | 加碼 |
| B&L Asset Management LLC | 1,080 | $50.7 萬 | 0.32% | +1,080 | 新進 |
| Loomis Sayles & Co L P | 1,082 | $50.8 萬 | 0.00% | −71−6.2% | 減碼 |
| Pinnacle Financial Partners Inc | 1,084 | $50.9 萬 | 0.01% | −247−18.6% | 減碼 |
| McRae Capital Management Inc | 1,085 | $51.0 萬 | 0.10% | +450+70.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,087 | $51.1 萬 | 0.01% | +56+5.4% | 加碼 |
| Aurora Private Wealth, Inc. | 1,091 | $51.3 萬 | 0.40% | 00.0% | 不變 |
| St Germain D J Co Inc | 1,092 | $51.3 萬 | 0.02% | −59−5.1% | 減碼 |
| First Business Financial Services, Inc. | 1,093 | $51.4 萬 | 0.05% | 00.0% | 不變 |
| Versor Investments LP | 1,099 | $51.6 萬 | 0.08% | +503+84.4% | 加碼 |
| Segment Wealth Management, LLC | 1,101 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Independence Bank of Kentucky | 1,108 | $52.1 萬 | 0.11% | +553+99.6% | 加碼 |
| Burt Wealth Advisors | 1,111 | $52.2 萬 | 0.13% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 1,105 | $52.3 萬 | 0.09% | +140+14.5% | 加碼 |
| Dakota Community Bank & Trust NA | 1,115 | $52.4 萬 | 2.63% | +3+0.3% | 加碼 |
| Contravisory Investment Management, Inc. | 1,125 | $52.9 萬 | 0.11% | −16−1.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,126 | $52.9 萬 | 0.01% | 00.0% | 不變 |
| Fundamentun, LLC | 1,127 | $53.0 萬 | 0.04% | +1,127 | 新進 |
| Valeo Financial Advisors, LLC | 1,129 | $53.0 萬 | 0.02% | −32−2.8% | 減碼 |
| Astoria Portfolio Advisors LLC. | 1,057 | $53.1 萬 | 0.18% | +100+10.4% | 加碼 |
| Warren Averett Asset Management, LLC | 1,139 | $53.5 萬 | 0.01% | −21−1.8% | 減碼 |
| Clarius Group, LLC | 1,147 | $53.8 萬 | 0.04% | −11−0.9% | 減碼 |
| Invesco, LLC | 1,150 | $54.0 萬 | 0.22% | −29−2.5% | 減碼 |
| Beacon Financial Group | 1,160 | $54.5 萬 | 0.06% | −49−4.1% | 減碼 |
| Wesbanco Bank Inc | 1,169 | $54.9 萬 | 0.02% | +105+9.9% | 加碼 |
| Benjamin Edwards Inc | 1,171 | $55.0 萬 | 0.01% | +1,085+1,261.6% | 加碼 |
| Quantum Financial Advisors, LLC | 1,180 | $55.4 萬 | 0.09% | +620+110.7% | 加碼 |
| Twin Capital Management Inc | 1,193 | $56.0 萬 | 0.06% | +1,193 | 新進 |
| Enzi Wealth | 1,112 | $56.1 萬 | 0.22% | +2+0.2% | 加碼 |
| FFT Wealth Management LLC | 1,195 | $56.2 萬 | 0.04% | +38+3.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 1,199 | $56.3 萬 | 0.01% | −5,703−82.6% | 減碼 |
| Weil Company, Inc. | 1,200 | $56.4 萬 | 0.18% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,205 | $56.6 萬 | 0.01% | −6−0.5% | 減碼 |
| Advisors Preferred, LLC | 1,206 | $57.1 萬 | 0.09% | +401+49.8% | 加碼 |
| Green Harvest Asset Management LLC | 1,216 | $57.1 萬 | 0.01% | +3+0.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $57.3 萬 | 0.10% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,223 | $57.5 萬 | 0.00% | −1−0.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,228 | $57.7 萬 | 0.01% | −299−19.6% | 減碼 |
| Trust Asset Management LLC | 1,230 | $57.8 萬 | 0.05% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 1,230 | $57.8 萬 | 0.02% | 00.0% | 不變 |
| McLean Asset Management Corp | 1,204 | $58.6 萬 | 0.18% | −21−1.7% | 減碼 |
| Perritt Capital Management Inc | 1,255 | $59.0 萬 | 0.30% | −15−1.2% | 減碼 |
| Summit Global Investments | 1,257 | $59.0 萬 | 0.04% | +292+30.3% | 加碼 |
| Everpar Advisors LLC | 1,263 | $59.3 萬 | 0.31% | −381−23.2% | 減碼 |
| Arkadios Wealth Advisors | 1,267 | $59.5 萬 | 0.03% | +48+3.9% | 加碼 |
| Checchi Capital Advisers, LLC | 1,280 | $60.1 萬 | 0.04% | −70−5.2% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,281 | $60.2 萬 | 0.09% | −2−0.2% | 減碼 |
| Baldwin Brothers Inc | 1,289 | $60.6 萬 | 0.04% | +1,289 | 新進 |
| Becker Capital Management Inc | 1,295 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| Gabelli Funds LLC | 1,300 | $61.1 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 1,302 | $61.2 萬 | 0.13% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 1,317 | $61.9 萬 | 0.20% | 00.0% | 不變 |
| PFG Investments, LLC | 1,328 | $62.4 萬 | 0.04% | +146+12.4% | 加碼 |
| Larson Financial Group LLC | 1,329 | $62.5 萬 | 0.04% | +179+15.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,334 | $62.7 萬 | 0.03% | +2+0.2% | 加碼 |
| Catalyst Financial Partners LLC | 1,336 | $62.8 萬 | 0.12% | +16+1.2% | 加碼 |
| Jones Financial Companies LLLP | 1,347 | $63.2 萬 | 0.00% | +1,050+353.5% | 加碼 |
| Old Port Advisors | 1,351 | $63.5 萬 | 0.18% | +35+2.7% | 加碼 |
| AE Wealth Management LLC | 1,352 | $63.5 萬 | 0.01% | −690−33.8% | 減碼 |
| Wealthspire Advisors, LLC | 1,360 | $63.9 萬 | 0.01% | +173+14.6% | 加碼 |
| Wellington Management Group LLP | 1,366 | $64.2 萬 | 0.00% | −532−28.0% | 減碼 |
| Elyxium Wealth, LLC | 1,366 | $64.2 萬 | 0.35% | +1,366 | 新進 |
| Insight Advisors, LLC | 1,369 | $64.3 萬 | 0.11% | 00.0% | 不變 |
| Aries Wealth Management | 1,382 | $64.9 萬 | 0.18% | +1,382 | 新進 |
| Berkshire Asset Management LLC | 1,521 | $65.0 萬 | 0.03% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,393 | $65.4 萬 | 0.06% | +66+5.0% | 加碼 |
| 1776 Wealth LLC | 1,396 | $65.6 萬 | 0.29% | −114−7.5% | 減碼 |
| Eastern Bank | 1,399 | $65.7 萬 | 0.01% | +1,399 | 新進 |
| Pensionmark Financial Group, LLC | 1,402 | $65.9 萬 | 0.02% | +1,402 | 新進 |
| Lyell Wealth Management, LP | 1,404 | $66.0 萬 | 0.06% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,410 | $66.2 萬 | 0.08% | +3+0.2% | 加碼 |
| Mission Wealth Management, LP | 1,410 | $66.3 萬 | 0.02% | −2−0.1% | 減碼 |
| Pointe Capital Management LLC | 1,412 | $66.3 萬 | 0.39% | 00.0% | 不變 |
| Wedbush Securities Inc | 1,415 | $66.5 萬 | 0.02% | −61−4.1% | 減碼 |
| West Coast Financial LLC | 1,416 | $66.5 萬 | 0.07% | +7+0.5% | 加碼 |
| Brown Brothers Harriman & Co | 1,427 | $67.0 萬 | 0.00% | +16+1.1% | 加碼 |
| Schechter Investment Advisors, LLC | 1,451 | $68.2 萬 | 0.05% | +16+1.1% | 加碼 |
| Forum Financial Management, LP | 1,463 | $68.7 萬 | 0.01% | +3+0.2% | 加碼 |
| Smartleaf Asset Management LLC | 1,478 | $69.3 萬 | 0.08% | +281+23.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,491 | $70.0 萬 | 0.46% | −45−2.9% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,495 | $70.2 萬 | 0.17% | +2+0.1% | 加碼 |
| Integrated Advisors Network LLC | 1,500 | $70.5 萬 | 0.03% | −48−3.1% | 減碼 |
| Stokes Capital Advisors, LLC | 1,512 | $71.0 萬 | 0.18% | −70−4.4% | 減碼 |
| Walleye Capital LLC | 1,516 | $71.2 萬 | 0.01% | −1,883−55.4% | 減碼 |
| New Century Financial Group, LLC | 1,525 | $71.6 萬 | 0.26% | +80+5.5% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,538 | $72.3 萬 | 0.49% | −198−11.4% | 減碼 |