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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
Kelly Financial Services LLC189$43.9K0.03%––
Harbor Investment Advisory, LLC191$44.0K0.01%––
First Financial Corp200$46.0K0.03%––
Farmers & Merchants Trust Co of Chambersburg PA198$46.0K0.03%––
AdvisorNet Financial, Inc203$47.0K0.00%––
Optimum Investment Advisors208$48.0K0.01%––
Bartlett & Co. LLC246$57.0K0.00%––
Graves-Light Private Wealth Management, Inc.244$57.0K0.01%––
Bartlett & Co. Wealth Management LLC246$57.2K0.00%––
Gables Capital Management Inc.250$58.0K0.03%––
Jones Financial Companies LLLP257$60.0K0.00%––
Central Bank & Trust Co260$60.0K0.01%––
McIlrath & Eck, LLC261$61.0K0.02%––
Kistler-Tiffany Companies, LLC270$63.0K0.02%––
Parallax Volatility Advisers, L.P.280$65.0K0.00%––
Laurel Wealth Advisors LLC290$67.0K0.02%––
Penserra Capital Management LLC302$70.0K0.00%––
Perennial Advisors, LLC300$70.0K0.02%––
Tradition Wealth Management, LLC303$70.0K0.01%––
Crewe Advisors LLC305$71.0K0.02%––
American Portfolios Advisors312$72.6K0.00%––
FourThought Financial, LLC316$73.0K0.01%––
Pinnacle Bancorp, Inc.321$75.0K0.04%––
Resources Management Corp327$76.0K0.01%––
Motco336$78.0K0.01%––
CoreFirst Bank & Trust337$78.0K0.05%––
Webster Bank, N. A.359$83.0K0.01%––
TCI Wealth Advisors, Inc.359$83.0K0.04%––
Sierra Capital LLC366$85.0K0.02%––
Enterprise Financial Services Corp381$88.0K0.02%––
FinTrust Capital Advisors, LLC400$93.0K0.03%––
BerganKDV Wealth Management, LLC410$95.0K0.01%––
HHM Wealth Advisors, LLC418$97.0K0.03%––
Valeo Financial Advisors, LLC430$100.0K0.00%––
TD Ameritrade Investment Management, LLC534$104.0K0.00%––
Caldwell Trust Co452$105.1K0.01%––
Hexagon Capital Partners LLC473$109.0K0.03%––
Arkadios Wealth Advisors483$112.0K0.02%––
Benjamin F. Edwards & Company, Inc.506$118.0K0.01%––
Sonora Investment Management, LLC512$119.0K0.01%––
Thompson Siegel & Walmsley LLC542$126.0K0.00%––
Parkside Financial Bank & Trust541$126.0K0.04%––
Berman Capital Advisors, LLC542$126.0K0.03%––
Zions Bancorporation, N.A.566$132.0K0.01%––
Ameritas Investment Company, LLC580$134.8K0.01%––
IFP Advisors, Inc582$135.0K0.00%––
Belpointe Asset Management LLC583$136.0K0.01%––
Dougherty Wealth Advisers LLC603$140.0K0.21%––
Covington Capital Management621$144.0K0.01%––
CWM, LLC577$144.0K0.00%––
Aua Capital Management, LLC670$156.0K0.10%––
Private Capital Group, LLC669$156.0K0.04%––
Focused Wealth Management, Inc700$163.0K0.03%––
FORA Capital, LLC715$166.0K0.05%––
Spire Wealth Management716$166.0K0.00%––
Global Retirement Partners, LLC723$168.0K0.02%––
Barrett Asset Management, LLC730$170.0K0.01%––
Smithfield Trust Co762$177.0K0.01%––
Hills Bank & Trust Co760$177.0K0.03%––
Whittier Trust Co764$178.0K0.00%––
Capital Analysts, LLC791$184.0K0.01%––
Logan Capital Management Inc800$186.0K0.01%––
Washington Trust Co808$188.0K0.01%––
Princeton Global Asset Management LLC840$195.0K0.06%––
Montag A & Associates Inc843$196.0K0.01%––
Harvest Fund Management Co., Ltd845$196.0K0.02%––
LeJeune Puetz Investment Counsel LLC850$198.0K0.08%––
Peoples Financial Services Corp.855$199.0K0.09%––
First Business Financial Services, Inc.865$201.0K0.03%––
Procyon Private Wealth Partners, LLC870$202.0K0.09%––
Kore Private Wealth LLC872$203.0K0.03%––
Meristem Family Wealth, LLC878$204.0K0.04%––
Horizon Investments, LLC878$204.0K0.01%––
Orion Portfolio Solutions, LLC876$204.0K0.01%––
Pinnacle Financial Partners Inc880$205.0K0.01%––
Trustcore Financial Services, LLC880$205.0K0.02%––
Patriot Financial Group Insurance Agency, LLC886$206.0K0.05%––
Park National Corp890$207.0K0.01%––
Seeyond895$208.0K0.02%––
Becker Capital Management Inc898$209.0K0.01%––
Sepio Capital, LP902$210.0K0.02%––
Wesbanco Bank Inc913$212.0K0.01%––
Whittier Trust Co of Nevada Inc915$213.0K0.01%––
BSW Wealth Partners923$215.0K0.06%––
Echo Street Capital Management LLC929$216.0K0.00%––
IHT Wealth Management, LLC928$216.0K0.02%––
Clearstead Advisors, LLC935$217.0K0.02%––
First City Capital Management, Inc.865$217.0K0.13%––
Pinnacle Associates Ltd939$218.0K0.00%––
Tokio Marine Asset Management Co Ltd941$219.0K0.02%––
WealthTrust Axiom LLC950$220.0K0.07%––
Geneos Wealth Management Inc.855$220.0K0.01%––
Guinness Asset Management LTD970$225.0K0.01%––
Trust Asset Management LLC971$226.0K0.03%––
Beaton Management Co. Inc.991$230.0K0.16%––
Lindbrook Capital, LLC988$230.0K0.05%––
First Bank & Trust994$231.0K0.12%––
Van Strum & Towne Inc.1,000$232.0K0.12%––
Voya Financial Advisors, Inc.994$232.0K0.01%––
Fortis Advisors, LLC1,000$232.0K0.17%––