| 0.11% |
| 4 | STATE STREET CORP | 4.7M | $2.14B | +1.8% | 5.198% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $1.26B | -4.1% | 3.066% | 0.07% |
| 6 | Aristotle Capital Management, LLC | 2.1M | $955.8M | -5.8% | 2.317% | 2.00% |
| 7 | MORGAN STANLEY | 1.7M | $800.0M | -13.2% | 1.940% | 0.04% |
| 8 | GOLDMAN SACHS GROUP INC | 1.6M | $753.8M | +12.6% | 1.828% | 0.07% |
| 9 | Nuveen, LLC | 1.5M | $683.9M | -0.5% | 1.658% | 0.16% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $607.5M | -10.2% | 1.473% | 0.21% |
| 11 | NORGES BANK | 1.3M | $591.9M | — | 1.435% | 0.06% |
| 12 | Boston Partners | 1.2M | $547.1M | +3.1% | 1.326% | 0.49% |
| 13 | FMR LLC | 1.2M | $531.0M | -5.4% | 1.287% | 0.02% |
| 14 | NORTHERN TRUST CORP | 1.1M | $502.5M | -2.8% | 1.218% | 0.06% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $493.6M | +5.0% | 1.197% | 0.09% |
| 16 | FIRST TRUST ADVISORS LP | 1.1M | $493.2M | +9.4% | 1.196% | 0.29% |
| 17 | JPMORGAN CHASE & CO | 1.1M | $492.0M | -24.6% | 1.225% | 0.03% |
| 18 | FEDERATED HERMES, INC. | 1.0M | $464.8M | -3.7% | 1.127% | 0.67% |
| 19 | Invesco Ltd. | 939K | $431.0M | +1.9% | 1.045% | 0.03% |
| 20 | ROYAL BANK OF CANADA | 820K | $376.0M | +1.5% | 0.912% | 0.06% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 817K | $374.9M | +2.9% | 0.909% | 0.07% |
| 22 | UBS Group AG | 809K | $371.2M | -30.6% | 0.900% | 0.05% |
| 23 | DEUTSCHE BANK AG\ | 798K | $366.2M | -12.0% | 0.888% | 0.11% |
| 24 | AMERICAN CENTURY COMPANIES INC | 776K | $355.9M | +26.4% | 0.863% | 0.16% |
| 25 | BANK OF AMERICA CORP /DE/ | 700K | $320.9M | +7.5% | 0.778% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AMP — a direct measure of their conviction.
| 93.20% |
| +0.69 pp |
| $37.56B |
| 9.6% |
| Q4 2024 | 1,333 | +10% | 92.51% | +3.84 pp | $41.54B | +19% |
| Q3 2024 | 1,209 | — | 88.67% | — | $35.03B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
97 institutions opened new positions in AMP during Q2 2026, while 88 fully exited. 872 added to existing positions and 373 trimmed.
AMP institutional ownership fell by 0.23 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 46.3% of all reported 13F value in AMP, and the top 25 account for 65.8%.
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