AMP Institutional Holdings
Ameriprise Financial · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (0)
—
↑ Increased (1)
Phillip James Consulting Co. +91736.7%
↓ Decreased (5)
Legato Capital Management LLC -65.1%
BERKSHIRE ASSET MANAGEMENT LLC/PA -19.0%
SlateStone Wealth, LLC -17.1%
Aurora Investment Counsel -12.2%
AUXIER ASSET MANAGEMENT LLC -10.1%
↓ Exited Positions (5)
VANGUARD GROUP INC $6.0B
BlackRock, Inc. $4.3B
STATE STREET CORP $2.1B
JPMORGAN CHASE & CO $1.6B
GEODE CAPITAL MANAGEMENT, LLC $1.4B
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | American Assets Investment Management, LLC | 11K | $5M |
| 2 | Aurora Investment Counsel | 6K | $3M |
| 3 | AUXIER ASSET MANAGEMENT LLC | 5K | $2M |
| 4 | SVB WEALTH LLC | 4K | $2M |
| 5 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 4K | $2M |
| 6 | Douglass Winthrop Advisors, LLC | 3K | $1M |
| 7 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 1K | $500,614 |
| 8 | EVERETT HARRIS & CO /CA/ | 991 | $440,400 |
| 9 | Legato Capital Management LLC | 846 | $375,962 |
| 10 | COZAD ASSET MANAGEMENT INC | 481 | $213,756 |
| 11 | Phillip James Consulting Co. | 103 | $45,000 |
| 12 | SlateStone Wealth, LLC | 601 | $267 |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09