AMERIPRISE FINANCIAL INC

Position in MC — Moelis & Co

CIK 820027 MINNEAPOLIS, MN

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Position in MC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$122,389,944

-$61,707,322 QoQ

Shares Held

2,147,192

-19.8% QoQ

Ownership

2.73%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 97.15987205615521.ToString("F0")% None 2.840127943844798.ToString("F0")%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $5,427,884,540 across 38 Capital Markets names. MC ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	13,916,490	$2,290,236,755
2	GS	Goldman Sachs Group Inc	1,568,300	$1,326,766,113
3	SCHW	Schwab Charles Corp	8,773,763	$824,558,242
4	HUT	Hut 8 Corp.	2,911,391	$136,573,350
5	MC	Moelis & Co This page	2,147,192	$122,389,944
6	SNEX	StoneX Group Inc.	1,487,960	$120,003,971
7	LAZ	Lazard, Inc.	2,153,927	$91,498,818
8	LPLA	LPL Financial Holdings Inc.	264,733	$79,639,627

All Filings in MC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$122,389,944	2,147,192	-19.8%	Shares	Defined	2026-05-15
2025-12-31	$184,097,266	2,678,168	+17.9%	Shares	Defined	2026-02-17
2025-09-30	$162,032,120	2,271,903	-5.2%	Shares	Defined	2025-11-14
2025-06-30	$149,333,051	2,396,230	+6.0%	Shares	Defined	2025-08-14
2025-03-31	$131,913,732	2,260,345	+4.4%	Shares	Defined	2025-05-14
2024-12-31	$159,967,263	2,165,231	-3.5%	Shares	Defined	2025-02-14
2024-09-30	$153,647,924	2,242,708	+28.0%	Shares	Defined	2024-11-14
2024-06-30	$99,604,674	1,751,753	+13.8%	Shares	Defined	2024-08-14
2024-03-31	$87,391,964	1,539,404	+38.9%	Shares	Defined	2024-05-15
2023-12-31	$62,216,230	1,108,431	+3.7%	Shares	Defined	2024-02-14
2023-09-30	$48,236,026	1,068,824	-29.2%	Shares	Defined	2023-11-14
2023-06-30	$68,434,834	1,509,370	+45.8%	Shares	Defined	2023-08-14
2023-03-31	$39,800,045	1,035,381	+19.5%	Shares	Defined	2023-05-22
2022-12-31	$33,241,963	866,353	+36.0%	Shares	Defined	2023-02-14
2022-09-30	$21,534,027	636,913	-2.3%	Shares	Defined	2022-11-14
2022-06-30	$25,652,145	651,897	-9.5%	Shares	Defined	2022-08-15
2022-03-31	$33,828,741	720,527	+19.9%	Shares	Defined	2022-05-16
2021-12-31	$37,552,194	600,739	+1.2%	Shares	Defined	2022-02-14
2021-09-30	$36,739,766	593,822	+6.3%	Shares	Defined	2021-11-15
2021-06-30	$31,769,821	558,443	+1.4%	Shares	Defined	2021-08-16
2021-03-31	$30,224,665	550,741	+7.9%	Shares	Defined	2021-05-17
2020-12-31	$23,860,458	510,275	+11.9%	Shares	Defined	2021-02-12
2020-09-30	$16,026,932	456,088	+26.8%	Shares	Defined	2020-11-16
2020-06-30	$11,209,373	359,736	+1.7%	Shares	Defined	2020-08-14
2020-03-31	$9,943,801	353,872	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.