Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,556,816
-$13,649,796 QoQ
Shares Held
29,551
-51.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#202
of 1,374 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $201,200,979 across 49 Asset Management names. AMP ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
28,097 | $27,016,951 | |
| 2 | BX |
Blackstone Inc.
|
213,871 | $25,166,200 | |
| 3 | IVZ |
Invesco Ltd.
|
847,307 | $22,360,431 | |
| 4 | NTRS |
Northern Trust Corp
|
125,067 | $21,741,647 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
323,925 | $16,827,903 | |
| 6 | AMP |
Ameriprise Financial Inc
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|
29,551 | $13,556,816 | |
| 7 | KKR |
KKR & Co. Inc.
|
142,000 | $13,032,759 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
946,815 | $8,284,630 |
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,556,816 | 29,551 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,206,612 | 61,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,036,172 | 46,980 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,690,946 | 9,549 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,869,104 | 12,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,260,026 | 12,931 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,784,415 | 8,986 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $3,889,086 | 8,278 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,237,672 | 7,579 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,140,545 | 7,163 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,257,709 | 5,944 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,760,161 | 5,339 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,813,925 | 5,461 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,657,552 | 5,408 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,498,312 | 4,812 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,227,752 | 4,873 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $769,370 | 3,237 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $707,948 | 2,357 | Shares | Other | 2022-04-26 | |
| 2021-09-30 | $530,880 | 2,010 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $352,165 | 1,415 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $253,138 | 1,089 | Shares | Other | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||