Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.6M | $3.83B | -2.7% | 8.957% | 0.07% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $2.64B | β | 6.160% | 0.07% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.3M | $2.33B | β | 5.456% | 0.12% |
| 4 | STATE STREET CORP | 4.6M | $2.04B | +5.3% | 4.769% | 0.07% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $1.27B | +2.1% | 2.984% | 0.08% |
| 6 | Aristotle Capital Management, LLC | 2.2M | $982.9M | -4.3% | 2.297% | 2.06% |
| 7 | MORGAN STANLEY | 2.0M | $893.1M | -4.3% | 2.087% | 0.05% |
| 8 | Nuveen, LLC | 1.5M | $666.2M | +66.9% | 1.557% | 0.18% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $653.0M | +35.9% | 1.532% | 0.30% |
| 10 | GOLDMAN SACHS GROUP INC | 1.5M | $648.7M | +45.2% | 1.516% | 0.07% |
| 11 | FMR LLC | 1.2M | $543.5M | +8.6% | 1.270% | 0.03% |
| 12 | UBS Group AG | 1.2M | $518.2M | +14.1% | 1.211% | 0.08% |
| 13 | Boston Partners | 1.2M | $513.5M | -1.3% | 1.200% | 0.54% |
| 14 | NORTHERN TRUST CORP | 1.1M | $500.7M | -7.1% | 1.170% | 0.07% |
| 15 | FEDERATED HERMES, INC. | 1.1M | $467.4M | +8.1% | 1.092% | 0.76% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $455.4M | +2.0% | 1.064% | 0.09% |
| 17 | FIRST TRUST ADVISORS LP | 983K | $436.9M | +18.7% | 1.021% | 0.31% |
| 18 | Invesco Ltd. | 922K | $409.6M | +11.0% | 0.957% | 0.06% |
| 19 | DEUTSCHE BANK AG\ | 907K | $403.3M | +7.8% | 0.942% | 0.13% |
| 20 | ROYAL BANK OF CANADA | 807K | $358.7M | +0.1% | 0.838% | 0.06% |
| 21 | UBS ASSET MANAGEMENT AMERICAS INC | 794K | $353.0M | +0.8% | 0.825% | 0.07% |
| 22 | Bank of New York Mellon Corp | 717K | $318.5M | -1.0% | 0.744% | 0.06% |
| 23 | LYRICAL ASSET MANAGEMENT LP | 668K | $297.0M | -7.2% | 0.694% | 4.53% |
| 24 | BANK OF AMERICA CORP /DE/ | 651K | $289.1M | -3.4% | 0.675% | 0.02% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 615K | $273.2M | +1.9% | 0.638% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AMP β a direct measure of their conviction.
Filings activity in AMP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AMP position in Q1 2026
Institutions that fully closed their AMP position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,348 | 2.6% | 73.18% | 10.48 pp | $32.35B | 13% |
| Q4 2025 | 1,384 | +5.7% | 83.66% | 0.24 pp | $36.99B | 0.3% |
| Q3 2025 | 1,309 | 1.5% | 83.90% | 7.90 pp | $37.10B | 8.6% |
| Q2 2025 | 1,329 | +0.4% | 91.80% | +6.85 pp | $40.59B | +8.1% |
| Q1 2025 | 1,324 | 0.7% | 84.95% | 9.01 pp | $37.56B | 9.6% |
| Q4 2024 | 1,333 | +10% | 93.96% | +14.72 pp | $41.54B | +19% |
| Q3 2024 | 1,209 | +0.9% | 79.24% | +2.25 pp | $35.03B | +2.9% |
| Q2 2024 | 1,198 | β | 76.99% | β | $34.04B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMP stock.
Based on Q1 2026 13F filings, institutional ownership of Ameriprise Financial, Inc. stands at 73.2%, held across 1,348 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMP, with approximately 8,625,947 shares worth $3.83B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AMP.
Our composite Smart Money Score for AMP is 17 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
138 institutions opened new positions in AMP during Q1 2026, while 174 fully exited. 241 added to existing positions and 965 trimmed.
AMP institutional ownership fell by 10.48 percentage points quarter-over-quarter, with a net change of -36 holders.
The top 10 institutions account for 49.3% of all reported 13F value in AMP, and the top 25 account for 68.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ameriprise Financial, Inc. (AMP) Institutional Ownership