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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
Ameritas Investment Partners, Inc.1,616$376.0K0.01%––
Evermay Wealth Management LLC1,621$377.0K0.08%––
Coastline Trust Co1,625$378.0K0.05%––
Gateway Investment Advisers LLC1,644$382.0K0.00%––
Lake Street Advisors Group, LLC1,643$382.0K0.03%––
Old Port Advisors1,653$384.0K0.15%––
Charter Oak Capital Management, LLC1,654$384.0K0.05%––
NEXT Financial Group, Inc1,671$388.0K0.03%––
Brookstone Capital Management1,673$389.0K0.01%––
Eudaimonia Partners, LLC1,676$390.0K0.08%––
Allstate Corp1,688$392.0K0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC1,688$392.0K0.00%––
JBF Capital, Inc.1,700$395.0K0.09%––
WESPAC Advisors, LLC1,701$395.0K0.30%––
D.A. Davidson & Co.1,703$396.0K0.01%––
Manchester Capital Management LLC1,708$397.0K0.06%––
Lombard Odier Asset Management (Europe) Ltd1,712$398.0K0.02%––
Renaissance Group LLC1,732$403.0K0.02%––
IFG Advisory, LLC1,775$412.0K0.05%––
Banque Cantonale Vaudoise1,773$412.0K0.02%––
Profund Advisors LLC1,784$415.0K0.02%––
Argent Trust Co1,788$415.0K0.03%––
Citizens Financial Group Inc1,794$417.0K0.02%––
Federation des caisses Desjardins du Quebec1,797$417.9K0.00%––
Cordasco Financial Network1,800$418.0K0.30%––
Pointe Capital Management LLC1,810$421.0K0.30%––
Accel Wealth Management1,809$421.0K0.34%––
Dodge & Cox1,827$425.0K0.00%––
Fort Washington Investment Advisors Inc1,834$426.0K0.00%––
Financial Advocates Investment Management1,836$427.0K0.03%––
Greenleaf Trust1,851$430.0K0.01%––
HBK Sorce Advisory LLC1,852$430.0K0.03%––
Synovus Financial Corp1,878$437.0K0.00%––
Mid Atlantic Financial Management Inc1,879$437.0K0.03%––
Transform Wealth, LLC1,879$437.0K0.09%––
1776 Wealth LLC1,941$437.0K0.28%––
Umb Bank N A1,888$438.0K0.01%––
IndexIQ Advisors LLC1,885$438.0K0.02%––
Cetera Investment Advisers1,913$445.0K0.01%––
Krane Funds Advisors LLC1,938$450.0K0.02%––
First Quadrant L P1,973$459.0K0.05%––
Cetera Advisors LLC1,996$464.0K0.01%––
Front Barnett Associates LLC2,002$465.0K0.05%––
Armstrong Shaw Associates Inc2,020$470.0K0.43%––
Wealthspire Advisors, LLC2,040$474.0K0.01%––
Insight Advisors, LLC1,834$474.0K0.15%––
Point72 Hong Kong Ltd2,045$475.0K0.04%––
AE Wealth Management LLC2,044$475.0K0.00%––
Ancora Advisors, LLC2,092$486.0K0.01%––
Farmers & Merchants Trust Co of Long Beach2,092$486.0K0.16%––
E. Ohman J:or Asset Management AB2,100$488.1K0.02%––
Integrated Wealth Concepts LLC2,126$494.0K0.02%––
Cresset Asset Management, LLC2,122$494.0K0.01%––
Boston Financial Mangement LLC2,128$495.0K0.02%––
Vestcor Inc2,175$506.0K0.02%––
Kestra Private Wealth Services, LLC2,223$517.0K0.04%––
LS Investment Advisors, LLC2,238$520.0K0.03%––
Fayez Sarofim & Co2,250$523.0K0.00%––
Flputnam Investment Management Co2,306$536.0K0.02%––
Pillar Pacific Capital Management LLC2,313$538.0K0.04%––
Penobscot Investment Management Company, Inc.2,355$547.0K0.09%––
Mairs & Power Inc2,362$549.0K0.01%––
Buckingham Strategic Wealth, LLC2,362$549.0K0.03%––
Carroll Financial Associates, Inc.2,363$549.0K0.03%––
Baker Tilly Wealth Management, LLC2,369$551.0K0.11%––
Veriti Management LLC2,369$551.0K0.15%––
Clifford Swan Investment Counsel LLC2,389$555.0K0.02%––
Appleton Partners Inc2,396$557.0K0.05%––
Pettee Investors, Inc.2,400$558.0K0.27%––
Domani Wealth, LLC2,400$558.0K0.11%––
Cito Capital Group, LLC2,401$558.0K0.27%––
DuPont Capital Management Corp2,403$559.0K0.01%––
AGF Investments LLC2,439$567.0K0.07%––
Ropes Wealth Advisors LLC2,213$571.0K0.10%––
Coastal Investment Advisors, Inc.2,467$573.0K0.15%––
Ritholtz Wealth Management2,477$576.0K0.05%––
Vectors Research Management, LLC2,500$581.0K0.16%––
HNP Capital LLC2,500$581.0K0.17%––
Brendel Financial Advisors LLC2,534$589.0K0.39%––
RFG Advisory, LLC2,537$590.0K0.06%––
HighPoint Advisor Group LLC2,482$591.0K0.07%––
Quadrant Capital Group LLC2,559$595.0K0.10%––
Gibraltar Capital Management, Inc.2,533$596.0K0.31%––
Gabelli Funds LLC2,600$604.0K0.00%––
JustInvest LLC2,613$607.0K0.09%––
OneAscent Wealth Management LLC2,667$620.0K0.26%––
Trust Co of Vermont2,702$628.0K0.05%––
BBVA USA Bancshares, Inc.2,731$635.0K0.03%––
Bradley Foster & Sargent Inc2,805$652.0K0.02%––
GWM Advisors LLC2,824$656.0K0.02%––
Walleye Trading LLC2,830$658.0K0.02%––
Tocqueville Asset Management L.P.2,868$667.0K0.01%––
Copperwynd Financial, LLC2,886$671.0K0.30%––
Capital CS Group, LLC2,910$676.0K0.66%––
Gofen & Glossberg LLC2,947$685.0K0.02%––
Plimoth Trust Co LLC2,965$689.0K0.20%––
Virtu Financial LLC2,981$693.0K0.05%––
Private Asset Management Inc3,007$699.0K0.10%––
First Commonwealth Financial Corp3,058$711.0K0.28%––
DCM Advisors, LLC3,100$721.0K0.42%––