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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
Chesapeake Wealth Management1,500$349.0K0.12%––
Vestmark Advisory Solutions, Inc.1,487$346.0K0.03%––
Eagle Global Advisors LLC1,480$344.0K0.03%––
Bridgefront Capital, LLC1,465$341.0K0.11%––
Coastal Bridge Advisors, LLC1,456$338.0K0.06%––
BP PLC1,448$337.0K0.01%––
Campbell & CO Investment Adviser LLC1,449$337.0K0.21%––
PFS Investments Inc.1,445$336.0K0.01%––
Csenge Advisory Group1,396$336.0K0.03%––
Hancock Whitney Corp1,437$334.0K0.01%––
Thompson Investment Management, Inc.1,402$326.0K0.05%––
Wellington Shields Capital Management, LLC1,400$325.0K0.03%––
EP Wealth Advisors, LLC1,398$325.0K0.01%––
Optimal Asset Management, Inc.1,400$325.0K0.04%––
Howard Capital Management Group, LLC1,395$324.0K0.03%––
Perritt Capital Management Inc1,375$320.0K0.17%––
Lyell Wealth Management, LP1,377$320.0K0.05%––
Adviser Investments LLC1,362$317.0K0.03%––
Polar Asset Management Partners Inc.1,342$312.0K0.00%––
Fukoku Mutual Life Insurance Co1,340$311.0K0.03%––
Aureus Asset Management, LLC1,336$311.0K0.02%––
Signaturefd, LLC1,319$307.0K0.01%––
Personal Cfo Solutions, LLC1,320$307.0K0.07%––
Wakefield Asset Management LLLP1,304$303.0K0.12%––
Stratos Wealth Partners, LTD.1,292$300.0K0.01%––
St Germain D J Co Inc1,285$299.0K0.02%––
BLB&B Advisors, LLC1,273$296.0K0.02%––
Assetmark, Inc1,269$295.0K0.00%––
Sowell Financial Services LLC1,107$292.0K0.01%––
Ellevest, Inc.1,254$291.0K0.04%––
Sentry Investment Management LLC1,248$290.0K0.08%––
Wedbush Securities Inc1,245$289.0K0.02%––
Two Sigma Investments, LP1,244$289.0K0.00%––
Traverso Chambers Private Wealth Management, LLC1,242$289.0K0.10%––
Courier Capital LLC1,240$288.0K0.03%––
Lombard Odier Asset Management (Switzerland) SA1,241$288.0K0.02%––
Flagship Harbor Advisors, LLC1,219$283.0K0.03%––
OneAscent Financial Services LLC1,215$283.0K0.28%––
Sunflower Bank, N.A.1,211$281.0K0.05%––
Kathmere Capital Management, LLC1,203$280.0K0.06%––
Weil Company, Inc.1,200$279.0K0.16%––
Sunbelt Securities, Inc.1,202$279.0K0.06%––
Summit Wealth & Retirement Planning, Inc.1,200$279.0K0.10%––
Focus Financial Network, Inc.1,189$276.4K0.03%––
Parallel Advisors, LLC1,175$273.0K0.01%––
Tiedemann Advisors, LLC1,171$272.0K0.01%––
Beacon Pointe Advisors, LLC1,172$272.0K0.02%––
Old North State Trust, LLC1,168$272.0K0.22%––
Group One Trading, L.P.1,164$271.0K0.01%––
Sullivan, Bruyette, Speros & Blaney, LLC1,149$267.0K0.01%––
Ballentine Partners, LLC1,145$266.0K0.01%––
Benedetti & Gucer, Inc.1,148$266.0K0.24%––
Hilltop Holdings Inc.1,141$265.0K0.03%––
Bel Air Investment Advisors LLC1,125$262.0K0.01%––
Keel Point, LLC1,123$261.0K0.03%––
Karpas Strategies, LLC1,120$260.0K0.10%––
Spinnaker Trust1,121$260.0K0.02%––
Stephens Inc1,107$257.0K0.00%––
Coldstream Capital Management Inc1,104$257.0K0.02%––
Banco Santander, S.A.1,101$256.0K0.00%––
Alpine Woods Capital Investors, LLC1,100$256.0K0.03%––
Intersect Capital LLC1,099$255.0K0.05%––
Aurora Private Wealth, Inc.1,091$254.0K0.11%––
Ieq Capital, LLC1,089$253.0K0.01%––
Affinity Investment Advisors, LLC1,084$252.0K0.09%––
Checchi Capital Advisers, LLC1,075$250.0K0.03%––
Compton Capital Management Inc1,070$249.0K0.08%––
Empirical Finance, LLC1,283$249.0K0.04%––
Harbour Investments, Inc.1,062$247.0K0.01%––
Barings LLC1,058$246.0K0.01%––
Evercore Wealth Management, LLC1,060$246.0K0.00%––
Washington Trust Bank1,051$245.0K0.03%––
First Mercantile Trust Co1,055$245.0K0.03%––
Hyman Charles D1,048$244.0K0.02%––
Balasa Dinverno & Foltz LLC1,050$244.0K0.02%––
Old National Bancorp1,045$243.0K0.01%––
J. W. Coons Advisors, LLC1,053$243.0K0.09%––
Rockland Trust Co1,041$242.0K0.02%––
Strategic Global Advisors, LLC1,036$241.0K0.04%––
CAPROCK Group, Inc.1,031$240.0K0.03%––
Hengehold Capital Management LLC1,013$236.0K0.03%––
Simplex Trading, LLC1,014$235.0K0.01%––
Mather Group, LLC.1,013$235.0K0.01%––
EPG Wealth Management LLC1,006$234.0K0.11%––
Van Strum & Towne Inc.1,000$232.0K0.12%––
Voya Financial Advisors, Inc.994$232.0K0.01%––
Fortis Advisors, LLC1,000$232.0K0.17%––
Brooks, Moore & Associates, Inc.1,000$232.0K0.16%––
First Bank & Trust994$231.0K0.12%––
Beaton Management Co. Inc.991$230.0K0.16%––
Lindbrook Capital, LLC988$230.0K0.05%––
Trust Asset Management LLC971$226.0K0.03%––
Guinness Asset Management LTD970$225.0K0.01%––
WealthTrust Axiom LLC950$220.0K0.07%––
Geneos Wealth Management Inc.855$220.0K0.01%––
Tokio Marine Asset Management Co Ltd941$219.0K0.02%––
Pinnacle Associates Ltd939$218.0K0.00%––
Clearstead Advisors, LLC935$217.0K0.02%––
First City Capital Management, Inc.865$217.0K0.13%––
Echo Street Capital Management LLC929$216.0K0.00%––