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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 903 | $225.0K | 0.01% | −110−10.9% | Reduced |
| Sepio Capital, LP | 902 | $224.0K | 0.02% | 00.0% | Unchanged |
| Seeyond | 899 | $223.0K | 0.02% | +4+0.4% | Added |
| Park National Corp | 890 | $222.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 889 | $221.0K | 0.01% | +889 | New |
| 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 |
| 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 |
| 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 |
| Sage Mountain Advisors LLC | 849 | $211.0K | 0.03% | +849 | New |
| Princeton Global Asset Management LLC | 840 | $209.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Burke & Herbert Bank & Trust Co | 831 | $207.0K | 0.13% | +831 | New |
| Moloney Securities Asset Management, LLC | 830 | $206.0K | 0.04% | +830 | New |
| Bryn Mawr Trust Co | 820 | $204.0K | 0.01% | +820 | 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 |
| Laurel Wealth Advisors, Inc. | 803 | $200.0K | 0.03% | +803 | New |
| Logan Capital Management Inc | 800 | $199.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 791 | $197.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 783 | $195.0K | 0.01% | −60−7.1% | Reduced |
| Smithfield Trust Co | 771 | $191.0K | 0.01% | +9+1.2% | Added |
| Hills Bank & Trust Co | 760 | $189.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 751 | $187.0K | 0.02% | +28+3.9% | Added |
| Whittier Trust Co | 744 | $185.0K | 0.00% | −20−2.6% | Reduced |
| Barrett Asset Management, LLC | 730 | $182.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 675 | $168.0K | 0.03% | −25−3.6% | Reduced |
| Aua Capital Management, LLC | 670 | $167.0K | 0.10% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 622 | $155.0K | 0.17% | +622 | New |
| Arkadios Wealth Advisors | 614 | $153.0K | 0.02% | +131+27.1% | Added |
| Dougherty Wealth Advisers LLC | 603 | $150.0K | 0.22% | 00.0% | Unchanged |
| CWM, LLC | 577 | $144.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 585 | $143.0K | 0.00% | +3+0.5% | Added |
| Berman Capital Advisors, LLC | 558 | $139.0K | 0.02% | +16+3.0% | Added |
| Thompson Siegel & Walmsley LLC | 542 | $135.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 526 | $131.0K | 0.02% | +14+2.7% | Added |
| Private Capital Group, LLC | 514 | $128.0K | 0.03% | −155−23.2% | Reduced |
| Zions Bancorporation, N.A. | 512 | $127.0K | 0.01% | −54−9.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 491 | $122.0K | 0.01% | −15−3.0% | Reduced |
| Walleye Trading LLC | 486 | $121.0K | 0.00% | −2,344−82.8% | Reduced |
| Belpointe Asset Management LLC | 483 | $120.0K | 0.01% | −100−17.2% | Reduced |
| Covington Capital Management | 466 | $116.0K | 0.00% | −155−25.0% | Reduced |
| Hexagon Capital Partners LLC | 441 | $110.0K | 0.03% | −32−6.8% | Reduced |
| Caldwell Trust Co | 435 | $108.3K | 0.01% | −17−3.8% | Reduced |
| Sierra Capital LLC | 428 | $107.0K | 0.02% | +62+16.9% | Added |
| HHM Wealth Advisors, LLC | 418 | $104.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 410 | $102.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 380 | $94.0K | 0.00% | +78+25.8% | Added |
| Cutler Group LP | 375 | $93.0K | 0.01% | +375 | New |
| TCI Wealth Advisors, Inc. | 364 | $91.0K | 0.02% | +5+1.4% | Added |
| Webster Bank, N. A. | 359 | $89.0K | 0.01% | 00.0% | Unchanged |
| Motco | 336 | $84.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 337 | $84.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $80.0K | 0.02% | −80−20.0% | Reduced |
| Acadian Asset Management LLC | 311 | $77.0K | 0.00% | −1,239−79.9% | Reduced |
| Resources Management Corp | 305 | $76.0K | 0.01% | −22−6.7% | Reduced |
| Perennial Advisors, LLC | 300 | $75.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 303 | $75.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 285 | $71.0K | 0.02% | −20−6.6% | Reduced |
| Pinnacle Bancorp, Inc. | 283 | $70.0K | 0.03% | −38−11.8% | Reduced |
| Lenox Wealth Advisors, LLC | 272 | $68.0K | 0.01% | +100+58.1% | Added |
| Kistler-Tiffany Companies, LLC | 270 | $67.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 265 | $66.0K | 0.01% | −25−8.6% | Reduced |
| 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 |
| Reilly Financial Advisors, LLC | 252 | $63.0K | 0.01% | +252 | New |
| Gables Capital Management Inc. | 250 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 246 | $61.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 235 | $58.0K | 0.00% | −481−67.2% | Reduced |
| CX Institutional | 220 | $55.0K | 0.00% | +41+22.9% | Added |
| Bogart Wealth, LLC | 220 | $55.0K | 0.01% | +120+120.0% | Added |
| FourThought Financial, LLC | 217 | $54.0K | 0.01% | −99−31.3% | Reduced |
| Optimum Investment Advisors | 208 | $52.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 203 | $51.0K | 0.00% | 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $49.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $48.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 184 | $46.0K | 0.00% | −1,487−89.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $45.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 178 | $44.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 174 | $44.0K | 0.01% | +15+9.4% | Added |
| Lowe Wealth Advisors, LLC | 167 | $42.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 158 | $39.0K | 0.01% | +17+12.1% | Added |
| Liberty Wealth Management LLC | 158 | $39.0K | 0.02% | −2−1.3% | Reduced |
| Hantz Financial Services, Inc. | 151 | $38.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $38.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $38.0K | 0.02% | +153 | New |