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Ameriprise Financial Inc

AMP
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0000820027

In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
885
No complete 13F data for Q4 2020
Shares held
96.1M
No complete 13F data for Q4 2020
Total value
$22.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 885 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2021: $22.3B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AMP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd2$00.00%––
Financial Perspectives, Inc31,689$1360.01%––
Sofos Investments, Inc.3$8020.02%––
Transamerica Financial Advisors, Inc.3$1.00K0.02%––
Bellwether Advisors, LLC7$1.00K0.00%––
TFC Financial Management6$1.00K0.00%––
Manchester Financial Inc10$2.00K0.00%––
San Francisco Sentry Investment Group (Ca)10$2.00K0.00%––
Annapolis Financial Services, LLC7$2.00K0.00%––
Sterling Financial Planning, Inc.10$2.00K0.00%––
Credential Qtrade Securities Inc.9$2.09K0.00%––
Creative Financial Designs Inc14$3.00K0.00%––
Kayne Anderson Rudnick Investment Management LLC12$3.00K0.00%––
MPS Loria Financial Planners, LLC16$3.00K0.00%––
Evolution Wealth Advisors, LLC15$3.00K0.00%––
Carolinas Wealth Consulting LLC11$3.00K0.00%––
ShoreHaven Wealth Partners, LLC11$3.00K0.00%––
Versant Capital Management, Inc18$4.00K0.00%––
Resolute Partners Group29$4.00K0.00%––
Atlas Private Wealth Advisors18$4.00K0.00%––
ClariVest Asset Management LLC21$5.00K0.00%––
Sugarloaf Wealth Management, LLC21$5.00K0.00%––
Institutional & Family Asset Management, LLC20$5.00K0.00%––
Valley Brook Capital Group24$5.00K0.00%––
NewSquare Capital LLC26$6.00K0.00%––
JFS Wealth Advisors, LLC25$6.00K0.00%––
Winch Advisory Services, LLC25$6.00K0.00%––
Cedar Wealth Management, LLC28$7.00K0.00%––
Howe & Rusling Inc34$8.00K0.00%––
Prestige Wealth Management Group LLC33$8.00K0.00%––
Tompkins Financial Corp40$9.00K0.00%––
Earnest Partners LLC37$9.00K0.00%––
First Personal Financial Services40$9.00K0.00%––
Glassman Wealth Services37$9.00K0.00%––
Norway Savings Bank37$9.00K0.00%––
Meridian Wealth Partners, LLC40$9.00K0.00%––
Wolff Wiese Magana LLC40$9.00K0.01%––
Sutton Wealth Advisors Inc.42$9.76K0.00%––
Bedel Financial Consulting, Inc.44$10.0K0.00%––
Savior LLC41$10.0K0.01%––
Loomis Sayles & Co L P46$11.0K0.00%––
Solstein Capital, LLC46$11.0K0.01%––
Key Financial Inc47$11.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$11.6K0.02%––
First Horizon Corp55$12.0K0.00%––
Hanson & Doremus Investment Management53$12.0K0.00%––
Concord Wealth Partners53$12.0K0.00%––
Rockbridge Investment Management, LCC52$12.0K0.00%––
Proequities, Inc.57$13.0K0.00%––
South State Corp.60$14.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC60$14.0K0.00%––
Tradewinds Capital Management, LLC60$14.0K0.00%––
RBA Wealth Management, LLC62$14.3K0.01%––
Financial Management Professionals, Inc.66$15.0K0.00%––
Oakworth Capital, Inc.63$15.0K0.00%––
Raffa Wealth Management, LLC67$15.6K0.01%––
Sun Life Financial INC69$16.0K0.00%––
Sterling Investment Advisors, Ltd.70$16.0K0.01%––
WealthShield Partners, LLC69$16.0K0.00%––
Joseph P. Lucia & Associates, LLC75$17.0K0.01%––
Cowa, LLC71$17.0K0.01%––
Roble, Belko & Company, Inc77$18.0K0.00%––
Twin Lakes Capital Management, LLC78$18.0K0.01%––
Piscataqua Savings Bank80$19.0K0.02%––
Cranbrook Wealth Management, LLC85$20.0K0.00%––
Close Asset Management Ltd95$22.0K0.00%––
Delta Asset Management LLC100$23.0K0.00%––
Westside Investment Management, Inc.102$23.0K0.00%––
Ashburton (Jersey) Ltd99$23.0K0.01%––
Bogart Wealth, LLC100$23.0K0.00%––
Evoke Wealth, LLC109$25.0K0.00%––
Pin Oak Investment Advisors Inc112$26.0K0.02%––
Hudock, Inc.120$27.0K0.01%––
Better Money Decisions, LLC116$27.0K0.03%––
PrairieView Partners, LLC119$28.0K0.00%––
CVA Family Office, LLC120$28.0K0.01%––
International Assets Investment Management, LLC143$28.0K0.00%––
Alpha DNA Investment Management LLC124$28.0K0.03%––
Hoover Financial Advisors, Inc.111$29.0K0.01%––
Arlington Partners LLC131$30.0K0.01%––
Plante Moran Financial Advisors, LLC129$30.0K0.01%––
JNBA Financial Advisors133$31.0K0.00%––
Liberty Wealth Management LLC160$32.0K0.02%––
CSat Investment Advisory, L.P.140$33.0K0.03%––
Tarbox Family Office, Inc.141$33.0K0.01%––
MV Capital Management, Inc.141$33.0K0.01%––
West Paces Advisors Inc.142$33.0K0.01%––
Acima Private Wealth, LLC145$34.0K0.02%––
Hantz Financial Services, Inc.151$35.0K0.00%––
Tortoise Investment Management, LLC150$35.0K0.01%––
Bray Capital Advisors150$35.0K0.01%––
Silvant Capital Management LLC152$35.0K0.01%––
Brown Brothers Harriman & Co159$37.0K0.00%––
Asset Dedication, LLC159$37.0K0.01%––
Lowe Wealth Advisors, LLC167$39.0K0.02%––
Lenox Wealth Advisors, LLC172$40.0K0.01%––
Wealthcare Advisory Partners LLC172$40.0K0.00%––
Brewin Dolphin Ltd178$41.4K0.00%––
CX Institutional179$42.0K0.00%––
Global Wealth Management Investment Advisory, Inc.180$42.0K0.02%––