AMP Ameriprise Financial Inc
Ameriprise Financial Inc (AMP) Institutional Ownership
What the institutions did with AMP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 66.2K | 49.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 40.1K | 30.2% |
| CX Institutional | 12.4K | 9.4% |
| Montecito Bank & Trust | 3.7K | 2.8% |
| Adelphi Trust Co | 2.1K | 1.6% |
| PARK NATIONAL CORP /OH/ | 1.7K | 1.3% |
| EASTERN BANK | 1.4K | 1.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.2K | 0.9% |
| Hickory Point Bank & Trust | 935 | 0.7% |
| NEVILLE RODIE & SHAW INC | 706 | 0.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 480 | 0.4% |
| ARGENT CAPITAL MANAGEMENT LLC | 445 | 0.3% |
| Central Pacific Bank - Trust Division | 405 | 0.3% |
| Versant Capital Management, Inc | 272 | 0.2% |
| TOMPKINS FINANCIAL CORP | 159 | 0.1% |
| Miller Global Investments, LLC | 141 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 63 | 0.0% |
| Polaris Financial Partners | 49 | 0.0% |
| Roxbury Financial LLC | 36 | 0.0% |
| ACIMA PRIVATE WEALTH, LLC | 23 | 0.0% |
| GoalVest Advisory LLC | 14 | 0.0% |
| Planning Strategies Inc. | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | Reduced | 68.4K | 66.2K | -2.2K |
| CX Institutional | Increased | 10.5K | 12.4K | +1.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 41.5K | 40.1K | -1.4K |
| ROCKLAND TRUST CO | Sold Out | 454 | 0 | -454 |
| Miller Global Investments, LLC | New | 0 | 141 | +141 |
| TOMPKINS FINANCIAL CORP | Reduced | 265 | 159 | -106 |
| PARK NATIONAL CORP /OH/ | Reduced | 1.8K | 1.7K | -89 |
| Montecito Bank & Trust | Increased | 3.6K | 3.7K | +80 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 63 | +63 |
| Adelphi Trust Co | Increased | 2.0K | 2.1K | +47 |
| Versant Capital Management, Inc | Increased | 231 | 272 | +41 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 1.2K | 1.2K | +32 |
| EASTERN BANK | Increased | 1.4K | 1.4K | +31 |
| GoalVest Advisory LLC | New | 0 | 14 | +14 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.