Ameriprise Financial Inc. 13F holders
1,398 funds reported a position in Ameriprise Financial Inc. in their 13F for the quarter ended 30 June 2026, together 78.5 million shares worth $36.00 billion. Against the quarter before, 72 opened a position, 454 added, 535 trimmed and 95 sold out; together they sold a net 1.6 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding1,398+1 on Q1 2026
Shares they held78.5Mworth $36.00 billion
Net sold on the quarter1.6M sharesabout $737.1 million at the funds' values
Funds buying to selling526 to 630opened or added, to cut or sold
Opened 72Added 454Held 327Trimmed 535Sold out 95
What each fund did in AMP against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AMP in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 783 reported a position in Ameriprise Financial Inc.: 64 opened one, 267 added, 214 trimmed and 33 sold out, a net 277,346 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Ameriprise Financial Inc. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 2.8 million shares worth $1.36 billion, 0.1% of its reported book. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 3,243 shares, about $1.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,759,519 | $1.36 billion | 0.1% | +3,243 | added | 30 September 2026 | 13F |
| Norges Bank | 1,290,282 | $591.9 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| FMR LLC | 1,157,398 | $531.0 million | 0.0% | -65,568 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 531,742 | $243.9 million | 0.2% | -151,626 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 236,081 | $108.3 million | 0.1% | +87,939 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 145,720 | $66.9 million | 0.1% | +720 | added | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 12,536 | $5.8 million | 0.0% | +4,398 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 6,519 | $3.0 million | 0.0% | -30,952 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Dodge & Cox | 1,500 | $688,140 | 0.0% | no change | held | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,935,137 | 10.11% | $3.64 billion | 0.05% | -690,810 | 13F |
| Vanguard Capital Management LLC | 5,900,661 | 7.52% | $2.71 billion | 0.06% | -31,390 | 13F |
| Vanguard Portfolio Management LLC | 5,176,700 | 6.60% | $2.37 billion | 0.11% | -77,497 | 13F |
| State Street Corp. | 4,672,743 | 5.95% | $2.14 billion | 0.06% | +80,156 | 13F |
| Geode Capital Management, LLC | 2,756,276 | 3.51% | $1.26 billion | 0.07% | -117,395 | 13F |
| Aristotle Capital Management, LLC | 2,083,285 | 2.65% | $955.8 million | 2.00% | -128,392 | 13F |
| Morgan Stanley | 1,743,842 | 2.22% | $800.0 million | 0.04% | -265,899 | 13F |
| Goldman Sachs Group Inc. | 1,643,021 | 2.09% | $753.8 million | 0.08% | +183,271 | 13F |
| Nuveen, LLC | 1,490,792 | 1.90% | $683.9 million | 0.16% | -8,288 | 13F |
| AQR Capital Management LLC | 1,324,189 | 1.69% | $607.5 million | 0.21% | -151,145 | 13F |
| Norges Bank | 1,290,282 | 1.64% | $591.9 million | 0.06% | 13F | |
| Boston Partners | 1,192,056 | 1.52% | $547.1 million | 0.49% | +36,420 | 13F |
| FMR LLC | 1,157,398 | 1.47% | $531.0 million | 0.02% | -65,568 | 13F |
| Northern Trust Corp. | 1,095,302 | 1.40% | $502.5 million | 0.06% | -31,294 | 13F |
| Dimensional Fund Advisors LP | 1,076,218 | 1.37% | $493.6 million | 0.09% | +51,460 | 13F |
| First Trust Advisors LP | 1,075,144 | 1.37% | $493.2 million | 0.29% | +92,048 | 13F |
| JPMorgan Chase & Co. | 1,101,289 | 1.40% | $492.0 million | 0.03% | -358,974 | 13F |
| Federated Hermes, Inc. | 1,013,123 | 1.29% | $464.8 million | 0.67% | -38,571 | 13F |
| Invesco Ltd. | 939,460 | 1.20% | $431.0 million | 0.03% | +17,760 | 13F |
| Royal Bank of Canada | 819,638 | 1.04% | $376.0 million | 0.06% | +12,408 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 817,247 | 1.04% | $374.9 million | 0.07% | +22,819 | 13F |
| UBS Group AG | 809,191 | 1.03% | $371.2 million | 0.06% | -356,878 | 13F |
| Deutsche Bank AG | 798,290 | 1.02% | $366.2 million | 0.11% | -109,171 | 13F |
| American Century Companies Inc. | 775,743 | 0.99% | $355.9 million | 0.16% | +161,993 | 13F |
| Bank of America Corp. | 699,599 | 0.89% | $320.9 million | 0.02% | +49,063 | 13F |
| Bank of New York Mellon Corp | 681,433 | 0.87% | $312.6 million | 0.05% | -35,343 | 13F |
| Lyrical Asset Management LP | 650,835 | 0.83% | $298.6 million | 3.79% | -17,468 | 13F |
| Charles Schwab Investment Management Inc. | 607,766 | 0.77% | $278.8 million | 0.04% | -6,925 | 13F |
| Legal & General Group Plc | 572,603 | 0.73% | $262.7 million | 0.06% | -40,696 | 13F |
| Beutel, Goodman & Co Ltd. | 555,992 | 0.71% | $255.1 million | 1.88% | -103,570 | 13F |
| HSBC Holdings PLC | 542,072 | 0.69% | $248.5 million | 0.12% | +6,132 | 13F |
| Millennium Management LLC | 531,742 | 0.68% | $243.9 million | 0.17% | -151,626 | 13F |
| Vanguard Fiduciary Trust Co. | 506,504 | 0.65% | $232.4 million | 0.05% | -19,080 | 13F |
| Man Group plc | 497,670 | 0.63% | $228.3 million | 0.42% | +181,714 | 13F |
| LSV Asset Management | 469,438 | 0.60% | $215.4 million | 0.39% | +167,980 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 443,609 | 0.57% | $203.5 million | 0.39% | +138,331 | 13F |
| PNC Financial Services Group, Inc. | 386,762 | 0.49% | $177.4 million | 0.09% | -1,740 | 13F |
| Assenagon Asset Management S.A. | 382,992 | 0.49% | $175.7 million | 0.11% | 13F | |
| Amundi | 362,480 | 0.46% | $166.3 million | 0.04% | -89,746 | 13F |
| TD Asset Management Inc | 353,527 | 0.45% | $162.2 million | 0.14% | -47,115 | 13F |
| BNP Paribas Asset Management Holding S.A. | 325,811 | 0.42% | $149.5 million | 0.15% | +103,013 | 13F |
| Lazard Asset Management LLC | 322,132 | 0.41% | $147.8 million | 0.22% | -2,984 | 13F |
| Massachusetts Financial Services Co. | 306,997 | 0.39% | $146.7 million | 0.05% | +28,531 | 13F |
| Canada Pension Plan Investment Board | 307,775 | 0.39% | $141.2 million | 0.08% | +1,837 | 13F |
| Barclays PLC | 301,275 | 0.38% | $138.2 million | 0.04% | -26,111 | 13F |
| Robeco Institutional Asset Management B.V. | 295,074 | 0.38% | $135.4 million | 0.17% | -284,725 | 13F |
| Sei Investments Co. | 288,238 | 0.37% | $132.2 million | 0.12% | -70,956 | 13F |
| Allspring Global Investments Holdings, LLC | 271,031 | 0.35% | $130.0 million | 0.20% | +264,062 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 277,420 | 0.35% | $127.3 million | 0.18% | -2,613 | 13F |
| Worldquant Millennium Advisors LLC | 270,174 | 0.34% | $123.9 million | 0.43% | +14,809 | 13F |
The 50 largest of the 1,398 funds that reported a position in AMP in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on AMP
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 28,000 | $12.8 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 15,500 | $7.1 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 5,000 | $2.3 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 1,900 | $871,644 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 7.4 million | 8.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 May 2026 | 13G | State Street Corporation and 1 other | 4.6 million | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 6.8 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 5.3 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 18 August 2026 | 12,537 | $561.63 | SEC |
| 13 August 2026 | 498 | $565.07 | SEC |
| 12 August 2026 | 67 | $562.98 | SEC |
| 5 August 2026 | 29 | $553.58 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.