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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 940 | $234.0K | 0.00% | +1+0.1% | Added |
| WealthTrust Axiom LLC | 950 | $236.0K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 961 | $239.0K | 0.02% | +26+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 979 | $244.0K | 0.07% | +109+12.5% | Added |
| DRW Securities, LLC | 980 | $244.0K | 0.03% | +980 | New |
| Washington Trust Bank | 987 | $246.0K | 0.03% | −64−6.1% | Reduced |
| Lindbrook Capital, LLC | 988 | $246.0K | 0.05% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 991 | $247.0K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 997 | $248.0K | 0.00% | −63−5.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,000 | $249.0K | 0.00% | −9,717−90.7% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $249.0K | 0.12% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $249.0K | 0.14% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $249.0K | 0.16% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,008 | $251.0K | 0.11% | +2+0.2% | Added |
| Rockland Trust Co | 1,014 | $252.0K | 0.02% | −27−2.6% | Reduced |
| Hengehold Capital Management LLC | 1,014 | $252.0K | 0.03% | +1+0.1% | Added |
| Journey Advisory Group, LLC | 1,011 | $252.0K | 0.08% | +1,011 | New |
| First Bank & Trust | 1,018 | $253.0K | 0.12% | +24+2.4% | Added |
| First Business Financial Services, Inc. | 1,015 | $253.0K | 0.03% | +150+17.3% | Added |
| Flagship Harbor Advisors, LLC | 1,021 | $254.0K | 0.03% | −198−16.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,024 | $254.6K | 0.00% | −773−43.0% | Reduced |
| Harbour Investments, Inc. | 1,029 | $256.0K | 0.01% | −33−3.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,033 | $257.0K | 0.02% | +1,033 | New |
| Renaissance Group LLC | 1,036 | $258.0K | 0.01% | −696−40.2% | Reduced |
| Hyman Charles D | 1,048 | $261.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,051 | $261.0K | 0.04% | +670+175.9% | Added |
| Courier Capital LLC | 1,052 | $262.0K | 0.02% | −188−15.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,054 | $262.0K | 0.02% | +4+0.4% | Added |
| WESPAC Advisors, LLC | 1,066 | $265.0K | 0.51% | −635−37.3% | Reduced |
| CAPROCK Group, Inc. | 1,063 | $265.0K | 0.02% | +32+3.1% | Added |
| Compton Capital Management Inc | 1,070 | $266.0K | 0.08% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 1,071 | $267.0K | 0.10% | −233−17.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,081 | $269.0K | 0.03% | +6+0.6% | Added |
| Trust Asset Management LLC | 1,081 | $269.0K | 0.04% | +110+11.3% | Added |
| Stratos Wealth Advisors, LLC | 1,082 | $269.0K | 0.02% | +1,082 | New |
| Affinity Investment Advisors, LLC | 1,084 | $270.0K | 0.12% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 1,102 | $272.0K | 0.01% | −69−5.9% | Reduced |
| Wealthstar Advisors, LLC | 1,092 | $272.0K | 0.10% | +1,092 | New |
| Hilltop Holdings Inc. | 1,098 | $274.0K | 0.03% | −43−3.8% | Reduced |
| Old North State Trust, LLC | 1,106 | $275.0K | 0.21% | −62−5.3% | Reduced |
| Spinnaker Trust | 1,107 | $276.0K | 0.02% | −14−1.2% | Reduced |
| Aurora Private Wealth, Inc. | 1,112 | $277.0K | 0.11% | +21+1.9% | Added |
| Parallel Advisors, LLC | 1,115 | $278.0K | 0.01% | −60−5.1% | Reduced |
| Coldstream Capital Management Inc | 1,116 | $278.0K | 0.01% | +12+1.1% | Added |
| Karpas Strategies, LLC | 1,120 | $279.0K | 0.10% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,136 | $282.7K | 0.03% | +1,136 | New |
| Keel Point, LLC | 1,135 | $283.0K | 0.03% | +12+1.1% | Added |
| Cape Cod Five Cents Savings Bank | 1,137 | $283.0K | 0.03% | +1,137 | New |
| Deseret Mutual Benefit Administrators | 1,137 | $283.0K | 0.07% | +1,137 | New |
| Intersect Capital LLC | 1,145 | $285.0K | 0.05% | +46+4.2% | Added |
| Ballentine Partners, LLC | 1,147 | $286.0K | 0.01% | +2+0.2% | Added |
| Benedetti & Gucer, Inc. | 1,148 | $286.0K | 0.26% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,184 | $292.0K | 0.05% | −18−1.5% | Reduced |
| Jump Financial, LLC | 1,181 | $294.0K | 0.03% | +1,181 | New |
| Mark Stevens | 1,187 | $295.0K | 0.03% | −2,191−64.9% | Reduced |
| Assetmark, Inc | 1,195 | $297.0K | 0.00% | −74−5.8% | Reduced |
| Kathmere Capital Management, LLC | 1,203 | $299.0K | 0.06% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,200 | $299.0K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,215 | $302.0K | 0.03% | −39−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,218 | $303.0K | 0.06% | −102−7.7% | Reduced |
| Wedbush Securities Inc | 1,225 | $305.0K | 0.01% | −20−1.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $309.0K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,242 | $309.0K | 0.03% | +1,242 | New |
| St Germain D J Co Inc | 1,245 | $310.0K | 0.02% | −40−3.1% | Reduced |
| Chesapeake Wealth Management | 1,250 | $311.0K | 0.10% | −250−16.7% | Reduced |
| Sentry Investment Management LLC | 1,248 | $311.0K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,274 | $317.0K | 0.01% | −18−1.4% | Reduced |
| BLB&B Advisors, LLC | 1,273 | $317.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,277 | $318.0K | 0.01% | −301−19.1% | Reduced |
| Bayesian Capital Management, LP | 1,285 | $320.0K | 0.08% | +1,285 | New |
| Guinness Asset Management LTD | 1,290 | $321.0K | 0.02% | +320+33.0% | Added |
| Focus Financial Network, Inc. | 1,301 | $323.8K | 0.04% | +112+9.4% | Added |
| Cordasco Financial Network | 1,300 | $324.0K | 0.23% | −500−27.8% | Reduced |
| Perritt Capital Management Inc | 1,318 | $328.0K | 0.17% | −57−4.1% | Reduced |
| Sunflower Bank, N.A. | 1,320 | $329.0K | 0.05% | +109+9.0% | Added |
| Gladstone Institutional Advisory LLC | 1,326 | $330.0K | 0.04% | +1,326 | New |
| Old Port Advisors | 1,348 | $333.0K | 0.12% | −305−18.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,340 | $333.0K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,375 | $339.0K | 0.15% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,362 | $339.0K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,378 | $343.0K | 0.02% | −3,038−68.8% | Reduced |
| Howard Capital Management Group, LLC | 1,395 | $347.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,400 | $348.0K | 0.04% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 1,400 | $348.0K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,402 | $349.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,413 | $352.0K | 0.07% | −208−12.8% | Reduced |
| Ieq Capital, LLC | 1,415 | $352.0K | 0.01% | +326+29.9% | Added |
| Prelude Capital Management, LLC | 1,417 | $353.0K | 0.02% | +1,417 | New |
| American Portfolios Advisors | 1,425 | $354.6K | 0.01% | +1,113+356.7% | Added |
| BP PLC | 1,448 | $360.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,452 | $361.0K | 0.06% | +169+13.2% | Added |
| Coastal Bridge Advisors, LLC | 1,459 | $363.0K | 0.07% | +3+0.2% | Added |
| Lyell Wealth Management, LP | 1,464 | $364.0K | 0.05% | +87+6.3% | Added |
| Bremer Bank National Association | 1,471 | $366.0K | 0.08% | −39−2.6% | Reduced |
| Eagle Global Advisors LLC | 1,480 | $368.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,500 | $373.3K | 0.06% | −100−6.3% | Reduced |
| Hancock Whitney Corp | 1,501 | $374.0K | 0.01% | +64+4.5% | Added |
| Grove Bank & Trust | 1,505 | $375.0K | 0.08% | −6−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 1,516 | $377.0K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,528 | $380.0K | 0.01% | +130+9.3% | Added |