Ameriprise Financial: which funds bought and sold

Institutions that bought and sold Ameriprise Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 554 institutions that filed 13F reports for both quarters added to or opened positions in Ameriprise Financial, and 622 cut or closed them. Together they sold a net 1.3M shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 182K shares (−1.3%); index fund managers were net sellers of 906K shares (−3.0%). 92 opened a new position and 94 sold out entirely.

Bought, Q2 2026 554 institutions, 92 of them new holders Sold, Q2 2026 622 institutions, 94 of them sold out

Net change, all compared −1.3M shares (−1.6%)

Net change, active managers −182K shares (−1.3%), 39 bought, 43 sold

Buyers versus sellers

institutions compared, 1,447

554 bought 271 622 sold

Active managers and hedge funds 39 bought · 43 sold · −182K

Index fund managers 3 bought · 9 sold · −906K

Other institutions 512 bought · 570 sold · −183K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Assenagon Asset Management S.A.	+304K +384.2%	383K	$176M
Allspring Global Investments Holdings, LLC	+264K +3789.1%	271K	$130M
Caisse De Depot Et Placement Du Quebec	+202K +692.1%	231K	$106M
Goldman Sachs Group Inc	+183K +12.6%	1.6M	$754M
Man Group PLC Hedge fund	+182K +57.5%	498K	$228M
Australiansuper Pty Ltd	+173K +1453.6%	185K	$84.9M
LSV Asset Management Active manager	+168K +55.7%	469K	$215M
Panagora Asset Management Inc Active manager	+165K +1621.7%	175K	$80.3M
American Century Companies Inc Active manager	+162K +26.4%	776K	$356M
Connor, Clark & Lunn Investment Management Ltd.	+138K +45.3%	444K	$204M
Arrowstreet Capital, Limited Partnership Hedge fund	+108K +446.0%	132K	$60.5M
Capitolis Liquid Global Markets LLC	+103K +573.7%	121K	$55.5M
BNP Paribas Asset Management Holding S.A.	+103K +46.2%	326K	$149M
First Trust Advisors LP	+92K +9.4%	1.1M	$493M
Citadel Advisors LLC Hedge fund	+88K +59.4%	236K	$108M
State Street Corp Index funds	+80K +1.7%	4.7M	$2.1B
Acadian Asset Management LLC Active manager	+75K +359.4%	95K	$43.7M
Walleye Capital LLC Hedge fund	+66K +2209333.3%	66K	$30.4M
KBC Group NV	+65K +43.7%	215K	$98.7M
Omers Administration Corp	+60K +618.4%	70K	$32M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Man Group PLC Hedge fund	+182K +57.5%	498K	$228M
LSV Asset Management Active manager	+168K +55.7%	469K	$215M
Panagora Asset Management Inc Active manager	+165K +1621.7%	175K	$80.3M
American Century Companies Inc Active manager	+162K +26.4%	776K	$356M
Arrowstreet Capital, Limited Partnership Hedge fund	+108K +446.0%	132K	$60.5M
Citadel Advisors LLC Hedge fund	+88K +59.4%	236K	$108M
Acadian Asset Management LLC Active manager	+75K +359.4%	95K	$43.7M
Walleye Capital LLC Hedge fund	+66K +2209333.3%	66K	$30.4M
Boston Partners Active manager	+36K +3.2%	1.2M	$547M
Massachusetts Financial Services Co Active manager	+29K +10.2%	307K	$147M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−691K −8.0%	7.9M	$3.6B
Jpmorgan Chase & Co	−359K −24.6%	1.1M	$492M
UBS Group AG	−357K −30.6%	809K	$371M
Robeco Institutional Asset Management B.V.	−285K −49.1%	295K	$135M
Morgan Stanley	−266K −13.2%	1.7M	$800M
Price T Rowe Associates Inc Active manager	−163K −40.8%	237K	$109M
Millennium Management LLC Hedge fund	−152K −22.2%	532K	$244M
AQR Capital Management LLC Hedge fund	−151K −10.2%	1.3M	$607M
Qube Research & Technologies Ltd Hedge fund	−145K −60.4%	95K	$43.4M
Aristotle Capital Management, LLC Active manager	−128K −5.8%	2.1M	$956M
Geode Capital Management, LLC Index funds	−117K −4.1%	2.8M	$1.3B
Deutsche Bank Ag\	−109K −12.0%	798K	$366M
Beutel, Goodman & Co Ltd.	−104K −15.7%	556K	$255M
D. E. Shaw & Co., Inc. Hedge fund	−95K −34.0%	184K	$84.4M
Amundi	−90K −19.8%	362K	$166M
Envestnet Asset Management Inc	−88K −27.9%	228K	$104M
CIBC Bancorp Usa Inc.	−87K −42.8%	116K	$53.1M
Balyasny Asset Management L.P. Hedge fund	−83K −97.5%	2,088	$957,891
Vanguard Portfolio Management LLC Index funds	−77K −1.5%	5.2M	$2.4B
Sei Investments Co	−71K −19.8%	288K	$132M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−163K −40.8%	237K	$109M
Millennium Management LLC Hedge fund	−152K −22.2%	532K	$244M
AQR Capital Management LLC Hedge fund	−151K −10.2%	1.3M	$607M
Qube Research & Technologies Ltd Hedge fund	−145K −60.4%	95K	$43.4M
Aristotle Capital Management, LLC Active manager	−128K −5.8%	2.1M	$956M
D. E. Shaw & Co., Inc. Hedge fund	−95K −34.0%	184K	$84.4M
Balyasny Asset Management L.P. Hedge fund	−83K −97.5%	2,088	$957,891
FMR LLC Active manager	−66K −5.4%	1.2M	$531M
Adage Capital Partners Gp, L.L.C. Hedge fund	−55K −85.1%	9,668	$4.4M
Los Angeles Capital Management LLC Active manager	−52K −52.3%	48K	$22M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alberta Investment Management Corp	37K	$16.8M
Winmill & Co. Inc	22K	$10.1M
Marshall Wace, LLPHedge fund	20K	$9.3M
Quadrature Capital LtdHedge fund	16K	$7.5M
Strategic Global Advisors, LLC	13K	$6.1M
Bw Gestao De Investimentos Ltda.	12K	$5.7M
American Assets Investment Management, LLC	11K	$5.2M
Oxbow Advisors, LLC	7,316	$3.4M
Exoduspoint Capital Management, LPHedge fund	6,133	$2.8M
Paralel Advisors LLC	5,204	$2.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Pbu - The Pension Fund Of Early Childhood & Youth Educators	51K	$22.8M
Basswood Capital Management, L.L.C.	29K	$13M
Tredje Ap-Fonden	29K	$12.9M
Freestone Grove Partners LPHedge fund	24K	$10.5M
Interval Partners, LPHedge fund	18K	$7.9M
Qsemble Capital Management, LP	16K	$7.2M
Prana Capital Management, LPHedge fund	16K	$7M
Capital Fund Management S.A.Hedge fund	12K	$5.4M
Cinctive Capital Management LPHedge fund	10K	$4.5M
Farringdon Capital, Ltd.	8,119	$3.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,370
Ten largest holders: 44.3%
Index fund managers: 36.8%
Active managers and hedge funds: 17.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	39	43	6	6	−182K	−1.3%
Index fund managers	3	9	0	0	−906K	−3.0%
Other institutions	512	570	86	88	−183K	−0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ameriprise Financial.

Only managers that filed a holdings report for both quarters are compared (1,447 here). 39 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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