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。
2026 年第 2 季 13F 持有人
Ameriprise Financial Inc 在 2026/6/30 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
- 1,396
- 較 2026 年第 1 季 +15 家
- 持有股數
- 7,827 萬
- 較 2026 年第 1 季 −15.3 萬 (−0.2%)
- 總市值
- $358.9 億
- 較 2026 年第 1 季 +$10.6 億 (+3.0%)
- 新進機構
- 109
- 另有 463 家加碼
- 清倉機構
- 94
- 另有 538 家減碼
另有 13 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 1,097 | $50.3 萬 | 0.06% | +7+0.6% | 加碼 |
| South Plains Financial, Inc. | 1,103 | $50.6 萬 | 0.27% | −13−1.2% | 減碼 |
| Savvy Advisors, Inc. | 1,105 | $50.7 萬 | 0.01% | −500−31.2% | 減碼 |
| Eagle Global Advisors LLC | 1,106 | $50.7 萬 | 0.02% | +26+2.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,109 | $50.9 萬 | 0.00% | −179−13.9% | 減碼 |
| Modera Wealth Management, LLC | 1,110 | $50.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Stephens Inc | 1,117 | $51.3 萬 | 0.01% | −219−16.4% | 減碼 |
| South State Corp. | 1,121 | $51.4 萬 | 0.02% | +1,016+967.6% | 加碼 |
| OneAscent Financial Services LLC | 1,123 | $51.5 萬 | 0.02% | +308+37.8% | 加碼 |
| Nicolet Bankshares Inc | 1,062 | $51.7 萬 | 0.02% | +422+65.9% | 加碼 |
| Checchi Capital Advisers, LLC | 1,131 | $51.9 萬 | 0.03% | +44+4.0% | 加碼 |
| Jefferies Financial Group Inc. | 1,137 | $52.2 萬 | 0.00% | +481+73.3% | 加碼 |
| Segment Wealth Management, LLC | 1,138 | $52.2 萬 | 0.03% | −8−0.7% | 減碼 |
| Polymer Capital Management (US) LLC | 1,140 | $52.3 萬 | 0.08% | −360−24.0% | 減碼 |
| Woodmont Investment Counsel LLC | 1,141 | $52.3 萬 | 0.03% | 00.0% | 不變 |
| Enzi Wealth | 1,010 | $52.4 萬 | 0.17% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 1,143 | $52.4 萬 | 0.03% | −340−22.9% | 減碼 |
| Dorato Capital Management | 1,035 | $52.4 萬 | 0.36% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 1,148 | $52.7 萬 | 0.02% | −42−3.5% | 減碼 |
| Fire Capital Management LLC | 1,150 | $52.8 萬 | 0.21% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 963 | $53.2 萬 | 0.03% | +3+0.3% | 加碼 |
| Pallas Capital Advisors LLC | 1,172 | $53.8 萬 | 0.02% | +2+0.2% | 加碼 |
| Rathbone Brothers plc | 1,188 | $54.5 萬 | 0.00% | 00.0% | 不變 |
| Colter Lewis Investment Partners LLC | 1,188 | $54.5 萬 | 0.24% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 1,196 | $54.9 萬 | 0.01% | +6+0.5% | 加碼 |
| Pettee Investors, Inc. | 1,200 | $55.1 萬 | 0.27% | 00.0% | 不變 |
| Weil Company, Inc. | 1,200 | $55.1 萬 | 0.10% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 1,202 | $55.1 萬 | 0.12% | −13−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 1,209 | $55.5 萬 | 0.01% | +49+4.2% | 加碼 |
| McRae Capital Management Inc | 1,210 | $55.5 萬 | 0.11% | +225+22.8% | 加碼 |
| Wedbush Securities Inc | 1,214 | $55.7 萬 | 0.01% | −131−9.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $56.0 萬 | 0.07% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,227 | $56.3 萬 | 0.01% | +188+18.1% | 加碼 |
| Miracle Mile Advisors, LLC | 1,228 | $56.3 萬 | 0.01% | −5−0.4% | 減碼 |
| CIBC World Markets Inc. | 1,234 | $56.6 萬 | 0.00% | +173+16.3% | 加碼 |
| Ellevest, Inc. | 1,241 | $56.8 萬 | 0.07% | +108+9.5% | 加碼 |
| Pictet & Cie (Europe) SA | 1,238 | $56.8 萬 | 0.01% | +88+7.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,240 | $56.9 萬 | 0.02% | −329−21.0% | 減碼 |
| Custom Index Systems, LLC | 1,243 | $57.0 萬 | 0.20% | +2+0.2% | 加碼 |
| First Bank & Trust | 1,247 | $57.2 萬 | 0.08% | −306−19.7% | 減碼 |
| StoneX Group Inc. | 1,239 | $57.2 萬 | 0.02% | +738+147.3% | 加碼 |
| Legacy Capital Group California, Inc. | 1,252 | $57.4 萬 | 0.17% | −35−2.7% | 減碼 |
| Integrated Advisors Network LLC | 1,260 | $57.8 萬 | 0.03% | −136−9.7% | 減碼 |
| Trifecta Capital Advisors, LLC | 1,262 | $57.9 萬 | 0.07% | +2+0.2% | 加碼 |
| Oxford Asset Management LLP | 1,263 | $57.9 萬 | 0.28% | +294+30.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,275 | $58.5 萬 | 0.19% | −125−8.9% | 減碼 |
| Private Trust Co NA | 1,279 | $58.7 萬 | 0.05% | +1+0.1% | 加碼 |
| Northcape Wealth Management, LLC | 1,300 | $59.6 萬 | 0.16% | 00.0% | 不變 |
| Oak Ridge Investments LLC | 1,304 | $59.8 萬 | 0.03% | −103−7.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,179 | $59.9 萬 | 0.01% | −35−2.9% | 減碼 |
| Catalyst Financial Partners LLC | 1,313 | $60.2 萬 | 0.06% | +13+1.0% | 加碼 |
| Old Port Advisors | 1,313 | $60.2 萬 | 0.12% | +41+3.2% | 加碼 |
| Green Harvest Asset Management LLC | 1,320 | $60.6 萬 | 0.01% | +75+6.0% | 加碼 |
| Investment Research Partners LLC | 1,338 | $61.4 萬 | 0.21% | +321+31.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,345 | $61.7 萬 | 0.01% | −24−1.8% | 減碼 |
| Piedmont Capital Management, LLC | 1,348 | $61.8 萬 | 0.38% | +28+2.1% | 加碼 |
| One Wealth Capital Management, LLC | 1,349 | $61.9 萬 | 0.18% | +711+111.4% | 加碼 |
| Waddell & Associates, LLC | 1,351 | $62.0 萬 | 0.03% | −680−33.5% | 減碼 |
| Pointe Capital Management LLC | 1,351 | $62.0 萬 | 0.28% | −21−1.5% | 減碼 |
| Principal Securities, Inc. | 1,356 | $62.2 萬 | 0.01% | −1,618−54.4% | 減碼 |
| Smith Group Asset Management, LLC | 1,361 | $62.4 萬 | 0.03% | +311+29.6% | 加碼 |
| Insigneo Advisory Services, LLC | 1,363 | $62.5 萬 | 0.02% | −75−5.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 1,394 | $63.9 萬 | 0.12% | +7+0.5% | 加碼 |
| Eastern Bank | 1,402 | $64.3 萬 | 0.01% | +200+16.6% | 加碼 |
| Crewe Advisors LLC | 1,415 | $64.9 萬 | 0.05% | +6+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,419 | $65.1 萬 | 0.01% | +212+17.6% | 加碼 |
| Ballentine Partners, LLC | 1,420 | $65.1 萬 | 0.01% | −20−1.4% | 減碼 |
| Empirical Asset Management, LLC | 1,420 | $65.2 萬 | 0.15% | −173−10.9% | 減碼 |
| Copeland Capital Management, LLC | 1,423 | $65.3 萬 | 0.01% | −30,181−95.5% | 減碼 |
| Mather Group, LLC. | 1,428 | $65.5 萬 | 0.01% | +14+1.0% | 加碼 |
| PFG Investments, LLC | 1,429 | $65.5 萬 | 0.03% | −52−3.5% | 減碼 |
| McLean Asset Management Corp | 1,209 | $66.0 萬 | 0.09% | +6+0.5% | 加碼 |
| ROI Financial Advisors, LLC | 1,441 | $66.1 萬 | 0.34% | +2+0.1% | 加碼 |
| Kornitzer Capital Management Inc | 1,450 | $66.5 萬 | 0.01% | 00.0% | 不變 |
| Boston Family Office LLC | 1,458 | $66.9 萬 | 0.04% | 00.0% | 不變 |
| Armis Advisers, LLC | 1,321 | $67.1 萬 | 0.06% | −165−11.1% | 減碼 |
| NBC Securities, Inc. | 1,470 | $67.4 萬 | 0.05% | +89+6.4% | 加碼 |
| Spire Wealth Management | 1,469 | $67.5 萬 | 0.02% | +135+10.1% | 加碼 |
| J2 Capital Management Inc | 1,472 | $67.5 萬 | 0.45% | +1,472 | 新進 |
| Catalytic Wealth RIA, LLC | 1,481 | $67.9 萬 | 0.04% | −122−7.6% | 減碼 |
| AE Wealth Management LLC | 1,484 | $68.1 萬 | 0.00% | −504−25.4% | 減碼 |
| Quantitative Investment Management, LLC | 1,488 | $68.2 萬 | 0.07% | +1,488 | 新進 |
| Hancock Whitney Corp | 1,488 | $68.3 萬 | 0.01% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 1,492 | $68.4 萬 | 0.04% | +100+7.2% | 加碼 |
| Dodge & Cox | 1,500 | $68.8 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 1,538 | $70.6 萬 | 0.07% | −1,416−47.9% | 減碼 |
| Strathmore Capital Advisors, Inc. | 1,336 | $70.6 萬 | 0.19% | −10−0.7% | 減碼 |
| Everence Capital Management Inc | 1,540 | $70.6 萬 | 0.04% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 1,556 | $71.4 萬 | 0.17% | +646+71.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,253 | $71.5 萬 | 0.04% | +25+2.0% | 加碼 |
| Marble Wealth, LLC | 1,561 | $71.6 萬 | 0.11% | +4+0.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,568 | $71.9 萬 | 0.08% | +116+8.0% | 加碼 |
| Accel Wealth Management | 1,574 | $72.2 萬 | 0.16% | +127+8.8% | 加碼 |
| Skba Capital Management LLC | 1,590 | $72.9 萬 | 0.12% | 00.0% | 不變 |
| Grimes & Company, Inc. | 1,595 | $73.2 萬 | 0.02% | +3+0.2% | 加碼 |
| Sentinus, LLC | 1,598 | $73.3 萬 | 0.06% | −546−25.5% | 減碼 |
| Ancora Advisors, LLC | 1,603 | $73.5 萬 | 0.01% | −47−2.8% | 減碼 |
| Pennsylvania Capital Management Inc | 1,606 | $73.7 萬 | 0.19% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,613 | $74.0 萬 | 0.04% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 1,614 | $74.0 萬 | 0.00% | −84−4.9% | 減碼 |