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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, Q2 2021

Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
892
+18 vs. Q1 2021
Shares held
95.1M
−658.5K (−0.7%) vs. Q1 2021
Total value
$23.6B
+$1.41B (+6.4%) vs. Q1 2021
New holders
88
266 more added
Sold out
70
351 more reduced

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 892 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 heldQ2 2021: $23.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2021.

Institutions holding AMP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC46,987$1890.01%+46,798+24,760.8%Added
WestEnd Advisors, LLC–$2480.00%–New
Transamerica Financial Advisors, Inc.3$1.00K0.02%00.0%Unchanged
TFC Financial Management6$1.00K0.00%00.0%Unchanged
Adirondack Trust Co4$1.00K0.00%+4New
PEAK6 Investments LLC2$1.00K0.00%+2New
Strategic Blueprint, LLC5$1.00K0.00%+5New
San Francisco Sentry Investment Group (Ca)10$2.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.10$2.00K0.00%00.0%Unchanged
Lee Financial Co10$2.00K0.00%+10New
Advocacy Wealth Management Services, LLC7$2.00K0.00%+7New
Atlas Capital Advisors LLC12$2.99K0.00%+12New
Creative Financial Designs Inc14$3.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC11$3.00K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC12$3.00K0.00%+12New
Versant Capital Management, Inc18$4.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC15$4.00K0.00%00.0%Unchanged
Ford Financial Group, LLC20$4.00K0.00%+20New
Raffa Wealth Management, LLC17$4.23K0.00%−50−74.6%Reduced
Cedar Wealth Management, LLC21$5.00K0.00%−7−25.0%Reduced
ClariVest Asset Management LLC21$5.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$5.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$5.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors18$5.00K0.00%00.0%Unchanged
NewSquare Capital LLC26$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$6.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC25$6.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC26$6.00K0.00%+26New
Resolute Partners Group29$7.00K0.00%00.0%Unchanged
Allworth Financial LP27$7.00K0.00%+27New
Savior LLC32$8.00K0.01%−9−22.0%Reduced
Howe & Rusling Inc34$8.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC33$8.00K0.00%00.0%Unchanged
Arcadia Investment Management Corp33$8.00K0.00%+33New
Bedel Financial Consulting, Inc.35$9.00K0.00%−9−20.5%Reduced
Earnest Partners LLC37$9.00K0.00%00.0%Unchanged
Norway Savings Bank37$9.00K0.00%00.0%Unchanged
Sandy Spring Bank37$9.00K0.00%+37New
First Personal Financial Services40$10.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.42$10.5K0.00%00.0%Unchanged
Loomis Sayles & Co L P46$11.0K0.00%00.0%Unchanged
Solstein Capital, LLC46$11.0K0.01%00.0%Unchanged
Glassman Wealth Services45$11.0K0.00%+8+21.6%Added
Key Financial Inc47$12.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC48$12.0K0.01%+8+20.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$12.5K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC53$13.0K0.00%−481−90.1%Reduced
Proequities, Inc.51$13.0K0.00%−6−10.5%Reduced
First Horizon Corp55$13.0K0.00%00.0%Unchanged
Concord Wealth Partners51$13.0K0.00%−2−3.8%Reduced
Rockbridge Investment Management, LCC52$13.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP53$13.0K0.00%+53New
Brown Brothers Harriman & Co61$15.0K0.00%−98−61.6%Reduced
South State Corp.60$15.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC60$15.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP66$16.0K0.00%−191−74.3%Reduced
Oakworth Capital, Inc.63$16.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.70$17.0K0.00%00.0%Unchanged
WealthShield Partners, LLC69$17.0K0.00%00.0%Unchanged
Castleview Partners, LLC69$17.0K0.01%+69New
Roble, Belko & Company, Inc77$19.0K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC78$19.0K0.01%00.0%Unchanged
Joseph P. Lucia & Associates, LLC75$19.0K0.01%00.0%Unchanged
Emfo, LLC76$19.0K0.02%+76New
Piscataqua Savings Bank80$20.0K0.02%00.0%Unchanged
Cranbrook Wealth Management, LLC85$21.0K0.00%00.0%Unchanged
Wealth Quarterback LLC85$22.0K0.01%+85New
Close Asset Management Ltd95$24.0K0.00%00.0%Unchanged
Hoover Financial Advisors, Inc.100$25.0K0.00%−11−9.9%Reduced
Delta Asset Management LLC100$25.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.102$25.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.101$25.0K0.01%+35+53.0%Added
Evoke Wealth, LLC106$26.0K0.00%−3−2.8%Reduced
Plante Moran Financial Advisors, LLC108$27.0K0.01%−21−16.3%Reduced
PrairieView Partners, LLC113$28.0K0.00%−6−5.0%Reduced
Pin Oak Investment Advisors Inc112$28.0K0.03%00.0%Unchanged
Hudock, Inc.120$29.0K0.01%00.0%Unchanged
Better Money Decisions, LLC116$29.0K0.03%00.0%Unchanged
Field & Main Bank125$31.0K0.02%+125New
Fieldpoint Private Securities, LLC115$31.0K0.01%+115New
JNBA Financial Advisors133$33.0K0.00%00.0%Unchanged
Financial Perspectives, Inc136$34.0K0.02%−31,553−99.6%Reduced
Tarbox Family Office, Inc.141$35.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC145$36.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC150$37.0K0.01%00.0%Unchanged
Bray Capital Advisors150$37.0K0.01%00.0%Unchanged
CVA Family Office, LLC150$37.0K0.01%+30+25.0%Added
Eagle Bay Advisors LLC138$37.0K0.03%+138New
West Paces Advisors Inc.151$37.6K0.01%+9+6.3%Added
Hantz Financial Services, Inc.151$38.0K0.00%00.0%Unchanged
Silvant Capital Management LLC152$38.0K0.01%00.0%Unchanged
West Branch Capital LLC153$38.0K0.02%+153New
MV Capital Management, Inc.158$39.0K0.01%+17+12.1%Added
Liberty Wealth Management LLC158$39.0K0.02%−2−1.3%Reduced
Lowe Wealth Advisors, LLC167$42.0K0.02%00.0%Unchanged
Asset Dedication, LLC174$44.0K0.01%+15+9.4%Added
Brewin Dolphin Ltd178$44.3K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.180$45.0K0.01%00.0%Unchanged