AMP — Ameriprise Finl Inc Institutional Holders · Q3 2026

Name: Who Owns AMP? 67 Institutions Hold $140M (Q3 2026)
Creator: ko.io

Who owns Ameriprise Finl Inc (AMP)? 67 institutions reported holding $140.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atwood & Palmer Inc ($37.7M), MassMutual Private Wealth & Trust, FSB ($32.6M), Ferguson Wellman Capital Management, Inc ($19.7M).

Rank	Institution	Value	Shares	Change
1	ATWOOD & PALMER INC	$37.7M	76,665	Trimmed
2	MassMutual Private Wealth & Trust, FSB	$32.6M	66,195	Trimmed
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$19.7M	40,072	Trimmed
4	Mn Services Vermogensbeheer B.V.	$13.0M	26,437	Hold
5	Venture Visionary Partners LLC	$6.8M	13,723	Trimmed
6	CX Institutional	$6.1M	12,420	Added
7	Legacy Private Trust Co.	$3.9M	7,976	Trimmed
8	GAMMA Investing LLC	$2.4M	4,944	Added
9	Wedmont Private Capital	$1.9M	3,843	Added
10	Montecito Bank & Trust	$1.8M	3,679	Added
11	Farther Finance Advisors, LLC	$1.5M	3,098	Added
12	Adelphi Trust Co	$1.0M	2,058	Added
13	PARK NATIONAL CORP /OH/	$849,304	1,725	Trimmed
14	EASTERN BANK	$705,538	1,433	Added
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$607,648	1,234	Added
16	Valeo Financial Advisors, LLC	$595,254	1,209	Hold
17	Dakota Community Bank & Trust NA	$514,013	1,044	Added
18	Dorato Capital Management	$507,730	1,035	Hold
19	Apella Capital, LLC	$463,222	944	Added
20	Hickory Point Bank & Trust	$460,347	935	Hold
21	Gradient Investments LLC	$446,561	907	New
22	Grove Bank & Trust	$406,681	826	Hold
23	Great Waters Wealth Management	$403,077	819	Hold
24	M.E. ALLISON & CO., INC.	$347,107	705	Hold
25	NEVILLE RODIE & SHAW INC	$347,000	706	Hold

Source: SEC Form 13F filings · as of 2026-09-30