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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 184 | $46.0K | 0.00% | −1,487−89.0% | Reduced |
| Harbor Investment Advisory, LLC | 191 | $48.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $49.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 200 | $50.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 201 | $50.0K | 0.00% | +201 | New |
| AdvisorNet Financial, Inc | 203 | $51.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 208 | $52.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 217 | $54.0K | 0.01% | −99−31.3% | Reduced |
| CX Institutional | 220 | $55.0K | 0.00% | +41+22.9% | Added |
| Bogart Wealth, LLC | 220 | $55.0K | 0.01% | +120+120.0% | Added |
| Spire Wealth Management | 235 | $58.0K | 0.00% | −481−67.2% | Reduced |
| Bartlett & Co. LLC | 246 | $61.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 244 | $61.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 246 | $61.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $62.0K | 0.04% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 252 | $63.0K | 0.01% | +252 | New |
| Parkside Financial Bank & Trust | 262 | $65.0K | 0.02% | −279−51.6% | Reduced |
| McIlrath & Eck, LLC | 261 | $65.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $65.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 265 | $66.0K | 0.01% | −25−8.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 270 | $67.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 272 | $68.0K | 0.01% | +100+58.1% | Added |
| Pinnacle Bancorp, Inc. | 283 | $70.0K | 0.03% | −38−11.8% | Reduced |
| Crewe Advisors LLC | 285 | $71.0K | 0.02% | −20−6.6% | Reduced |
| Perennial Advisors, LLC | 300 | $75.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 303 | $75.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 305 | $76.0K | 0.01% | −22−6.7% | Reduced |
| Acadian Asset Management LLC | 311 | $77.0K | 0.00% | −1,239−79.9% | Reduced |
| FinTrust Capital Advisors, LLC | 320 | $80.0K | 0.02% | −80−20.0% | Reduced |
| Motco | 336 | $84.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 337 | $84.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $89.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 364 | $91.0K | 0.02% | +5+1.4% | Added |
| Cutler Group LP | 375 | $93.0K | 0.01% | +375 | New |
| Penserra Capital Management LLC | 380 | $94.0K | 0.00% | +78+25.8% | Added |
| BerganKDV Wealth Management, LLC | 410 | $102.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 418 | $104.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 428 | $107.0K | 0.02% | +62+16.9% | Added |
| Caldwell Trust Co | 435 | $108.3K | 0.01% | −17−3.8% | Reduced |
| Hexagon Capital Partners LLC | 441 | $110.0K | 0.03% | −32−6.8% | Reduced |
| Covington Capital Management | 466 | $116.0K | 0.00% | −155−25.0% | Reduced |
| Belpointe Asset Management LLC | 483 | $120.0K | 0.01% | −100−17.2% | Reduced |
| Walleye Trading LLC | 486 | $121.0K | 0.00% | −2,344−82.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 491 | $122.0K | 0.01% | −15−3.0% | Reduced |
| Zions Bancorporation, N.A. | 512 | $127.0K | 0.01% | −54−9.5% | Reduced |
| Private Capital Group, LLC | 514 | $128.0K | 0.03% | −155−23.2% | Reduced |
| Sonora Investment Management, LLC | 526 | $131.0K | 0.02% | +14+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 542 | $135.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 558 | $139.0K | 0.02% | +16+3.0% | Added |
| IFP Advisors, Inc | 585 | $143.0K | 0.00% | +3+0.5% | Added |
| CWM, LLC | 577 | $144.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $150.0K | 0.22% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 614 | $153.0K | 0.02% | +131+27.1% | Added |
| NuWave Investment Management, LLC | 622 | $155.0K | 0.17% | +622 | New |
| Aua Capital Management, LLC | 670 | $167.0K | 0.10% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 675 | $168.0K | 0.03% | −25−3.6% | Reduced |
| Barrett Asset Management, LLC | 730 | $182.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 744 | $185.0K | 0.00% | −20−2.6% | Reduced |
| Global Retirement Partners, LLC | 751 | $187.0K | 0.02% | +28+3.9% | Added |
| Hills Bank & Trust Co | 760 | $189.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 771 | $191.0K | 0.01% | +9+1.2% | Added |
| Montag A & Associates Inc | 783 | $195.0K | 0.01% | −60−7.1% | Reduced |
| Capital Analysts, LLC | 791 | $197.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $199.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 803 | $200.0K | 0.03% | +803 | New |
| Washington Trust Co | 808 | $201.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 808 | $201.0K | 0.00% | +808 | New |
| Pinnacle Wealth Planning Services, Inc. | 807 | $201.0K | 0.05% | +807 | New |
| Pallas Capital Advisors LLC | 785 | $201.0K | 0.03% | +785 | New |
| Bryn Mawr Trust Co | 820 | $204.0K | 0.01% | +820 | New |
| Moloney Securities Asset Management, LLC | 830 | $206.0K | 0.04% | +830 | New |
| Burke & Herbert Bank & Trust Co | 831 | $207.0K | 0.13% | +831 | New |
| BSW Wealth Partners | 838 | $208.0K | 0.06% | −85−9.2% | Reduced |
| Orion Portfolio Solutions, LLC | 836 | $208.0K | 0.01% | −40−4.6% | Reduced |
| Princeton Global Asset Management LLC | 840 | $209.0K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 849 | $211.0K | 0.03% | +849 | New |
| LeJeune Puetz Investment Counsel LLC | 850 | $212.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 845 | $212.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 846 | $212.0K | 0.03% | +846 | New |
| Geneos Wealth Management Inc. | 850 | $213.0K | 0.01% | −5−0.6% | Reduced |
| Kore Private Wealth LLC | 857 | $213.0K | 0.02% | −15−1.7% | Reduced |
| Peoples Financial Services Corp. | 855 | $213.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 881 | $219.0K | 0.01% | −47−5.1% | Reduced |
| Pinnacle Financial Partners Inc | 880 | $219.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 880 | $219.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 880 | $219.0K | 0.01% | +880 | New |
| Beck Mack & Oliver LLC | 889 | $221.0K | 0.01% | +889 | New |
| Park National Corp | 890 | $222.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 899 | $223.0K | 0.02% | +4+0.4% | Added |
| Sepio Capital, LP | 902 | $224.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 903 | $225.0K | 0.00% | −204−18.4% | Reduced |
| Mather Group, LLC. | 903 | $225.0K | 0.01% | −110−10.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 909 | $226.0K | 0.04% | +23+2.6% | Added |
| Wesbanco Bank Inc | 913 | $227.0K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 913 | $227.0K | 0.01% | +15+1.7% | Added |
| AIA Group Ltd | 952 | $227.0K | 0.02% | +952 | New |
| Sawtooth Solutions, LLC | 914 | $228.0K | 0.05% | +914 | New |
| Toroso Investments, LLC | 925 | $230.0K | 0.01% | +925 | New |
| Whittier Trust Co of Nevada Inc | 935 | $233.0K | 0.01% | +20+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 941 | $234.0K | 0.02% | 00.0% | Unchanged |