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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
IHT Wealth Management, LLC928$216.0K0.02%––
BSW Wealth Partners923$215.0K0.06%––
Whittier Trust Co of Nevada Inc915$213.0K0.01%––
Wesbanco Bank Inc913$212.0K0.01%––
Sepio Capital, LP902$210.0K0.02%––
Becker Capital Management Inc898$209.0K0.01%––
Seeyond895$208.0K0.02%––
Park National Corp890$207.0K0.01%––
Patriot Financial Group Insurance Agency, LLC886$206.0K0.05%––
Pinnacle Financial Partners Inc880$205.0K0.01%––
Trustcore Financial Services, LLC880$205.0K0.02%––
Meristem Family Wealth, LLC878$204.0K0.04%––
Horizon Investments, LLC878$204.0K0.01%––
Orion Portfolio Solutions, LLC876$204.0K0.01%––
Kore Private Wealth LLC872$203.0K0.03%––
Procyon Private Wealth Partners, LLC870$202.0K0.09%––
First Business Financial Services, Inc.865$201.0K0.03%––
Peoples Financial Services Corp.855$199.0K0.09%––
LeJeune Puetz Investment Counsel LLC850$198.0K0.08%––
Montag A & Associates Inc843$196.0K0.01%––
Harvest Fund Management Co., Ltd845$196.0K0.02%––
Princeton Global Asset Management LLC840$195.0K0.06%––
Washington Trust Co808$188.0K0.01%––
Logan Capital Management Inc800$186.0K0.01%––
Capital Analysts, LLC791$184.0K0.01%––
Whittier Trust Co764$178.0K0.00%––
Smithfield Trust Co762$177.0K0.01%––
Hills Bank & Trust Co760$177.0K0.03%––
Barrett Asset Management, LLC730$170.0K0.01%––
Global Retirement Partners, LLC723$168.0K0.02%––
FORA Capital, LLC715$166.0K0.05%––
Spire Wealth Management716$166.0K0.00%––
Focused Wealth Management, Inc700$163.0K0.03%––
Aua Capital Management, LLC670$156.0K0.10%––
Private Capital Group, LLC669$156.0K0.04%––
Covington Capital Management621$144.0K0.01%––
CWM, LLC577$144.0K0.00%––
Dougherty Wealth Advisers LLC603$140.0K0.21%––
Belpointe Asset Management LLC583$136.0K0.01%––
IFP Advisors, Inc582$135.0K0.00%––
Ameritas Investment Company, LLC580$134.8K0.01%––
Zions Bancorporation, N.A.566$132.0K0.01%––
Thompson Siegel & Walmsley LLC542$126.0K0.00%––
Parkside Financial Bank & Trust541$126.0K0.04%––
Berman Capital Advisors, LLC542$126.0K0.03%––
Sonora Investment Management, LLC512$119.0K0.01%––
Benjamin F. Edwards & Company, Inc.506$118.0K0.01%––
Arkadios Wealth Advisors483$112.0K0.02%––
Hexagon Capital Partners LLC473$109.0K0.03%––
Caldwell Trust Co452$105.1K0.01%––
TD Ameritrade Investment Management, LLC534$104.0K0.00%––
Valeo Financial Advisors, LLC430$100.0K0.00%––
HHM Wealth Advisors, LLC418$97.0K0.03%––
BerganKDV Wealth Management, LLC410$95.0K0.01%––
FinTrust Capital Advisors, LLC400$93.0K0.03%––
Enterprise Financial Services Corp381$88.0K0.02%––
Sierra Capital LLC366$85.0K0.02%––
Webster Bank, N. A.359$83.0K0.01%––
TCI Wealth Advisors, Inc.359$83.0K0.04%––
Motco336$78.0K0.01%––
CoreFirst Bank & Trust337$78.0K0.05%––
Resources Management Corp327$76.0K0.01%––
Pinnacle Bancorp, Inc.321$75.0K0.04%––
FourThought Financial, LLC316$73.0K0.01%––
American Portfolios Advisors312$72.6K0.00%––
Crewe Advisors LLC305$71.0K0.02%––
Penserra Capital Management LLC302$70.0K0.00%––
Perennial Advisors, LLC300$70.0K0.02%––
Tradition Wealth Management, LLC303$70.0K0.01%––
Laurel Wealth Advisors LLC290$67.0K0.02%––
Parallax Volatility Advisers, L.P.280$65.0K0.00%––
Kistler-Tiffany Companies, LLC270$63.0K0.02%––
McIlrath & Eck, LLC261$61.0K0.02%––
Jones Financial Companies LLLP257$60.0K0.00%––
Central Bank & Trust Co260$60.0K0.01%––
Gables Capital Management Inc.250$58.0K0.03%––
Bartlett & Co. Wealth Management LLC246$57.2K0.00%––
Bartlett & Co. LLC246$57.0K0.00%––
Graves-Light Private Wealth Management, Inc.244$57.0K0.01%––
Optimum Investment Advisors208$48.0K0.01%––
AdvisorNet Financial, Inc203$47.0K0.00%––
First Financial Corp200$46.0K0.03%––
Farmers & Merchants Trust Co of Chambersburg PA198$46.0K0.03%––
Harbor Investment Advisory, LLC191$44.0K0.01%––
Kelly Financial Services LLC189$43.9K0.03%––
CX Institutional179$42.0K0.00%––
Global Wealth Management Investment Advisory, Inc.180$42.0K0.02%––
Brewin Dolphin Ltd178$41.4K0.00%––
Lenox Wealth Advisors, LLC172$40.0K0.01%––
Wealthcare Advisory Partners LLC172$40.0K0.00%––
Lowe Wealth Advisors, LLC167$39.0K0.02%––
Brown Brothers Harriman & Co159$37.0K0.00%––
Asset Dedication, LLC159$37.0K0.01%––
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%––
Acima Private Wealth, LLC145$34.0K0.02%––
West Paces Advisors Inc.142$33.0K0.01%––
CSat Investment Advisory, L.P.140$33.0K0.03%––