Skip to main content

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
Empirical Finance, LLC1,452$361.0K0.06%+169+13.2%Added
BP PLC1,448$360.0K0.02%00.0%Unchanged
American Portfolios Advisors1,425$354.6K0.01%+1,113+356.7%Added
Prelude Capital Management, LLC1,417$353.0K0.02%+1,417New
Evermay Wealth Management LLC1,413$352.0K0.07%−208−12.8%Reduced
Ieq Capital, LLC1,415$352.0K0.01%+326+29.9%Added
Thompson Investment Management, Inc.1,402$349.0K0.05%00.0%Unchanged
Wellington Shields Capital Management, LLC1,400$348.0K0.04%00.0%Unchanged
Optimal Asset Management, Inc.1,400$348.0K0.04%00.0%Unchanged
Howard Capital Management Group, LLC1,395$347.0K0.03%00.0%Unchanged
Independent Advisor Alliance1,378$343.0K0.02%−3,038−68.8%Reduced
McLean Asset Management Corp1,375$339.0K0.15%00.0%Unchanged
Adviser Investments LLC1,362$339.0K0.03%00.0%Unchanged
Old Port Advisors1,348$333.0K0.12%−305−18.5%Reduced
Fukoku Mutual Life Insurance Co1,340$333.0K0.03%00.0%Unchanged
Gladstone Institutional Advisory LLC1,326$330.0K0.04%+1,326New
Sunflower Bank, N.A.1,320$329.0K0.05%+109+9.0%Added
Perritt Capital Management Inc1,318$328.0K0.17%−57−4.1%Reduced
Cordasco Financial Network1,300$324.0K0.23%−500−27.8%Reduced
Focus Financial Network, Inc.1,301$323.8K0.04%+112+9.4%Added
Guinness Asset Management LTD1,290$321.0K0.02%+320+33.0%Added
Bayesian Capital Management, LP1,285$320.0K0.08%+1,285New
Meeder Asset Management Inc1,277$318.0K0.01%−301−19.1%Reduced
Stratos Wealth Partners, LTD.1,274$317.0K0.01%−18−1.4%Reduced
BLB&B Advisors, LLC1,273$317.0K0.02%00.0%Unchanged
Chesapeake Wealth Management1,250$311.0K0.10%−250−16.7%Reduced
Sentry Investment Management LLC1,248$311.0K0.08%00.0%Unchanged
St Germain D J Co Inc1,245$310.0K0.02%−40−3.1%Reduced
Traverso Chambers Private Wealth Management, LLC1,242$309.0K0.10%00.0%Unchanged
Gsa Capital Partners LLP1,242$309.0K0.03%+1,242New
Wedbush Securities Inc1,225$305.0K0.01%−20−1.6%Reduced
Personal Cfo Solutions, LLC1,218$303.0K0.06%−102−7.7%Reduced
Ellevest, Inc.1,215$302.0K0.03%−39−3.1%Reduced
Kathmere Capital Management, LLC1,203$299.0K0.06%00.0%Unchanged
Weil Company, Inc.1,200$299.0K0.15%00.0%Unchanged
Assetmark, Inc1,195$297.0K0.00%−74−5.8%Reduced
Mark Stevens1,187$295.0K0.03%−2,191−64.9%Reduced
Jump Financial, LLC1,181$294.0K0.03%+1,181New
Sunbelt Securities, Inc.1,184$292.0K0.05%−18−1.5%Reduced
Ballentine Partners, LLC1,147$286.0K0.01%+2+0.2%Added
Benedetti & Gucer, Inc.1,148$286.0K0.26%00.0%Unchanged
Intersect Capital LLC1,145$285.0K0.05%+46+4.2%Added
Keel Point, LLC1,135$283.0K0.03%+12+1.1%Added
Cape Cod Five Cents Savings Bank1,137$283.0K0.03%+1,137New
Deseret Mutual Benefit Administrators1,137$283.0K0.07%+1,137New
Summit Financial, LLC1,136$282.7K0.03%+1,136New
Karpas Strategies, LLC1,120$279.0K0.10%00.0%Unchanged
Parallel Advisors, LLC1,115$278.0K0.01%−60−5.1%Reduced
Coldstream Capital Management Inc1,116$278.0K0.01%+12+1.1%Added
Aurora Private Wealth, Inc.1,112$277.0K0.11%+21+1.9%Added
Spinnaker Trust1,107$276.0K0.02%−14−1.2%Reduced
Old North State Trust, LLC1,106$275.0K0.21%−62−5.3%Reduced
Hilltop Holdings Inc.1,098$274.0K0.03%−43−3.8%Reduced
Tiedemann Advisors, LLC1,102$272.0K0.01%−69−5.9%Reduced
Wealthstar Advisors, LLC1,092$272.0K0.10%+1,092New
Affinity Investment Advisors, LLC1,084$270.0K0.12%00.0%Unchanged
Checchi Capital Advisers, LLC1,081$269.0K0.03%+6+0.6%Added
Trust Asset Management LLC1,081$269.0K0.04%+110+11.3%Added
Stratos Wealth Advisors, LLC1,082$269.0K0.02%+1,082New
Wakefield Asset Management LLLP1,071$267.0K0.10%−233−17.9%Reduced
Compton Capital Management Inc1,070$266.0K0.08%00.0%Unchanged
WESPAC Advisors, LLC1,066$265.0K0.51%−635−37.3%Reduced
CAPROCK Group, Inc.1,063$265.0K0.02%+32+3.1%Added
Courier Capital LLC1,052$262.0K0.02%−188−15.2%Reduced
Balasa Dinverno & Foltz LLC1,054$262.0K0.02%+4+0.4%Added
Hyman Charles D1,048$261.0K0.02%00.0%Unchanged
Enterprise Financial Services Corp1,051$261.0K0.04%+670+175.9%Added
Renaissance Group LLC1,036$258.0K0.01%−696−40.2%Reduced
YHB Investment Advisors, Inc.1,033$257.0K0.02%+1,033New
Harbour Investments, Inc.1,029$256.0K0.01%−33−3.1%Reduced
Federation des caisses Desjardins du Quebec1,024$254.6K0.00%−773−43.0%Reduced
Flagship Harbor Advisors, LLC1,021$254.0K0.03%−198−16.2%Reduced
First Bank & Trust1,018$253.0K0.12%+24+2.4%Added
First Business Financial Services, Inc.1,015$253.0K0.03%+150+17.3%Added
Rockland Trust Co1,014$252.0K0.02%−27−2.6%Reduced
Hengehold Capital Management LLC1,014$252.0K0.03%+1+0.1%Added
Journey Advisory Group, LLC1,011$252.0K0.08%+1,011New
EPG Wealth Management LLC1,008$251.0K0.11%+2+0.2%Added
Caisse de Depot Et Placement du Quebec1,000$249.0K0.00%−9,717−90.7%Reduced
Van Strum & Towne Inc.1,000$249.0K0.12%00.0%Unchanged
Fortis Advisors, LLC1,000$249.0K0.14%00.0%Unchanged
Brooks, Moore & Associates, Inc.1,000$249.0K0.16%00.0%Unchanged
Evercore Wealth Management, LLC997$248.0K0.00%−63−5.9%Reduced
Beaton Management Co. Inc.991$247.0K0.16%00.0%Unchanged
Washington Trust Bank987$246.0K0.03%−64−6.1%Reduced
Lindbrook Capital, LLC988$246.0K0.05%00.0%Unchanged
Procyon Private Wealth Partners, LLC979$244.0K0.07%+109+12.5%Added
DRW Securities, LLC980$244.0K0.03%+980New
Clearstead Advisors, LLC961$239.0K0.02%+26+2.8%Added
WealthTrust Axiom LLC950$236.0K0.08%00.0%Unchanged
Tokio Marine Asset Management Co Ltd941$234.0K0.02%00.0%Unchanged
Pinnacle Associates Ltd940$234.0K0.00%+1+0.1%Added
Whittier Trust Co of Nevada Inc935$233.0K0.01%+20+2.2%Added
Toroso Investments, LLC925$230.0K0.01%+925New
Sawtooth Solutions, LLC914$228.0K0.05%+914New
Wesbanco Bank Inc913$227.0K0.01%00.0%Unchanged
Becker Capital Management Inc913$227.0K0.01%+15+1.7%Added
AIA Group Ltd952$227.0K0.02%+952New
Patriot Financial Group Insurance Agency, LLC909$226.0K0.04%+23+2.6%Added
Stephens Inc903$225.0K0.00%−204−18.4%Reduced