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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
Kestra Private Wealth Services, LLC2,827$704.0K0.04%+604+27.2%Added
First Commonwealth Financial Corp2,845$708.0K0.25%−213−7.0%Reduced
Copperwynd Financial, LLC2,862$712.0K0.30%−24−0.8%Reduced
GWM Advisors LLC2,880$717.0K0.02%+56+2.0%Added
Trust Co of Vermont2,881$717.0K0.05%+179+6.6%Added
Snowden Capital Advisors LLC2,973$739.9K0.04%+2,973New
Aureus Asset Management, LLC2,977$741.0K0.05%+1,641+122.8%Added
Private Asset Management Inc3,007$748.0K0.10%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund3,017$751.0K0.08%−192−6.0%Reduced
JustInvest LLC3,033$755.0K0.08%+420+16.1%Added
Pendal Group Limited3,062$762.0K0.01%+3,062New
LMR Partners LLP3,079$766.0K0.01%+3,079New
Gofen & Glossberg LLC3,081$767.0K0.02%+134+4.5%Added
Invst, LLC3,145$776.0K0.13%+242+8.3%Added
Altium Wealth Management LLC3,120$777.0K0.06%−181−5.5%Reduced
Tdam USA Inc.3,023$779.0K0.05%−7,118−70.2%Reduced
Lido Advisors, LLC3,244$808.0K0.02%−80−2.4%Reduced
Stewart & Patten Co LLC3,248$808.0K0.13%00.0%Unchanged
IBM Retirement Fund3,291$819.0K0.06%−695−17.4%Reduced
Pathstone Family Office, LLC3,319$826.0K0.02%+103+3.2%Added
Winton Group Ltd3,327$828.0K0.04%−5,430−62.0%Reduced
Meiji Yasuda Asset Management Co Ltd.3,334$830.0K0.04%−40−1.2%Reduced
Cambridge Trust Co3,338$831.0K0.03%−684−17.0%Reduced
SG Americas Securities, LLC3,348$833.0K0.00%−19,319−85.2%Reduced
Chilton Investment Co LLC3,373$839.0K0.02%00.0%Unchanged
HM Payson & Co3,385$842.0K0.02%00.0%Unchanged
Frontier Wealth Management LLC3,383$842.0K0.06%+7+0.2%Added
Howland Capital Management LLC3,415$850.0K0.04%00.0%Unchanged
Vontobel Holding Ltd.3,439$853.0K0.01%−177−4.9%Reduced
DCM Advisors, LLC3,435$855.0K0.49%+335+10.8%Added
Norinchukin Bank, The3,532$879.0K0.01%−72−2.0%Reduced
Ci Investments Inc.3,582$891.0K0.00%−28−0.8%Reduced
Central Trust Co3,601$896.0K0.03%+60+1.7%Added
Fifth Third Bancorp3,620$901.0K0.00%−40−1.1%Reduced
Quantitative Systematic Strategies LLC3,643$907.0K0.32%−6,389−63.7%Reduced
Ossiam3,538$911.0K0.02%+247+7.5%Added
Advisor Partners LLC3,669$912.0K0.06%+86+2.4%Added
Northwest Bancshares, Inc.3,710$923.0K0.21%−17,347−82.4%Reduced
Cigna Investments Inc3,726$928.0K0.07%−547−12.8%Reduced
Kinneret Advisory, LLC3,740$931.0K0.11%00.0%Unchanged
Wetherby Asset Management Inc3,739$931.0K0.06%+19+0.5%Added
One Wealth Advisors, LLC3,750$933.0K0.30%−207−5.2%Reduced
Eqis Capital Management, Inc.3,760$936.0K0.07%−223−5.6%Reduced
Wealthfront Advisers LLC3,825$952.0K0.00%−48−1.2%Reduced
Jacobi Capital Management LLC3,854$959.0K0.13%+52+1.4%Added
Qtron Investments LLC3,870$963.0K0.24%00.0%Unchanged
Prentice Wealth Management LLC3,873$964.0K0.49%+38+1.0%Added
Bellwether Advisors, LLC3,912$973.0K0.34%+3,905+55,785.7%Added
TIAA Kaspick, LLC3,920$976.0K3.62%00.0%Unchanged
World Asset Management Inc3,950$983.0K0.09%−323−7.6%Reduced
Jane Street Group, LLC3,982$991.0K0.00%−64,879−94.2%Reduced
Savant Capital, LLC3,984$992.0K0.04%+90+2.3%Added
Palisade Asset Management, LLC4,009$998.0K0.12%+10+0.3%Added
Redpoint Investment Management Pty Ltd4,072$1.01M0.08%−2,208−35.2%Reduced
Mutual Advisors, LLC4,110$1.02M0.06%−10−0.2%Reduced
PFS Investments Inc.4,144$1.03M0.02%+2,699+186.8%Added
Wolverine Trading, LLC4,267$1.06M0.03%−3,032−41.5%Reduced
Riverview Trust Co4,267$1.06M1.12%00.0%Unchanged
Verition Fund Management LLC4,302$1.07M0.02%+4,302New
Peddock Capital Advisors, LLC4,197$1.08M0.38%+175+4.4%Added
Veritable, L.P.4,349$1.08M0.02%+42+1.0%Added
Fiduciary Trust Co4,384$1.09M0.02%−1,260−22.3%Reduced
MAI Capital Management4,398$1.09M0.02%+18+0.4%Added
Montecito Bank & Trust4,531$1.13M0.22%+115+2.6%Added
Auxier Asset Management4,538$1.13M0.19%00.0%Unchanged
Bessemer Group Inc4,589$1.14M0.00%+524+12.9%Added
BKD Wealth Advisors, LLC4,638$1.15M0.05%+100+2.2%Added
Huntington National Bank4,668$1.16M0.01%−62−1.3%Reduced
Point72 Hong Kong Ltd4,689$1.17M0.08%+2,644+129.3%Added
Western Wealth Management, LLC4,710$1.17M0.12%+4,710New
Thomas White International Ltd4,717$1.17M0.16%00.0%Unchanged
Financial Partners Capital Management LLC4,775$1.19M0.22%00.0%Unchanged
Pearl River Capital, LLC4,784$1.19M0.33%−5,272−52.4%Reduced
Oppenheimer & Co Inc4,784$1.19M0.02%−752−13.6%Reduced
USA Financial Portformulas Corp4,816$1.20M1.00%−119−2.4%Reduced
Mackenzie Financial Corp4,883$1.22M0.00%+6+0.1%Added
Maltese Capital Management LLC5,000$1.24M0.20%−7,501−60.0%Reduced
Graypoint LLC5,028$1.25M0.17%−376−7.0%Reduced
Illinois Municipal Retirement Fund5,181$1.29M0.05%−1,963−27.5%Reduced
Tower Research Capital LLC (TRC)5,218$1.30M0.03%−6,532−55.6%Reduced
Northwestern Mutual Investment Management Company, LLC5,263$1.31M0.02%−30−0.6%Reduced
Impax Asset Management Group plc5,268$1.31M0.01%00.0%Unchanged
Brinker Capital Investments, LLC5,266$1.31M0.02%+343+7.0%Added
Colony Group LLC5,298$1.32M0.03%+63+1.2%Added
Estate Counselors, LLC5,345$1.33M0.17%+95+1.8%Added
Johnson Financial Group, Inc.5,354$1.33M0.09%−261−4.6%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH5,375$1.34M0.13%−9,675−64.3%Reduced
Verdence Capital Advisors LLC5,429$1.35M0.19%−584−9.7%Reduced
Covenant Partners, LLC5,551$1.38M0.52%00.0%Unchanged
17 Capital Partners, LLC5,562$1.38M1.29%+5,562New
Steel Peak Wealth Management LLC5,580$1.39M0.10%+5,580New
TruWealth Advisors, LLC5,624$1.40M0.16%00.0%Unchanged
Ativo Capital Management LLC5,637$1.40M0.60%−10.0%Reduced
Nations Financial Group Inc,5,691$1.42M0.24%+101+1.8%Added
Beacon Pointe Advisors, LLC5,734$1.43M0.05%+4,562+389.2%Added
Leisure Capital Management5,784$1.44M0.80%−30−0.5%Reduced
Edmp, Inc.5,827$1.45M1.52%−924−13.7%Reduced
Aviance Capital Partners, LLC6,000$1.49M0.26%00.0%Unchanged
Burney Co6,009$1.50M0.07%−89−1.5%Reduced
B. Metzler seel. Sohn & Co. Holding AG6,055$1.51M0.02%−5,587−48.0%Reduced