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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, Q3 2021

Institutional positions in Ameriprise Financial Inc as of Sep 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
927
+46 vs. Q2 2021
Shares held
93.1M
−1.68M (−1.8%) vs. Q2 2021
Total value
$24.6B
+$1.02B (+4.3%) vs. Q2 2021
New holders
90
297 more added
Sold out
44
336 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 927 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 heldQ3 2021: $24.6B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2021.

Institutions holding AMP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$2640.00%––
Concord Wealth Partners5$1.00K0.00%−46−90.2%Reduced
Adirondack Trust Co4$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$1.00K0.03%00.0%Unchanged
PEAK6 Investments LLC3$1.00K0.00%+1+50.0%Added
McCarthy Grittinger Financial Group, LLC4$1.06K0.00%+4New
Plante Moran Financial Advisors, LLC8$2.00K0.00%−100−92.6%Reduced
Advocacy Wealth Management Services, LLC7$2.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC11$3.00K0.00%00.0%Unchanged
Lee Financial Co10$3.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.10$3.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP11$3.00K0.00%+11New
Atlas Capital Advisors LLC12$3.17K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC15$4.00K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.00K0.00%00.0%Unchanged
Edge Wealth Management LLC15$4.00K0.00%+15New
Raffa Wealth Management, LLC17$4.49K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP19$5.00K0.00%−34−64.2%Reduced
Institutional & Family Asset Management, LLC20$5.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors19$5.00K0.00%+1+5.6%Added
Versant Capital Management, Inc18$5.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$5.00K0.00%+20New
ClariVest Asset Management LLC24$6.00K0.00%+3+14.3%Added
Sugarloaf Wealth Management, LLC21$6.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC21$6.00K0.00%00.0%Unchanged
South State Corp.26$7.00K0.00%−34−56.7%Reduced
Exchange Traded Concepts, LLC26$7.00K0.00%00.0%Unchanged
NewSquare Capital LLC26$7.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC25$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC33$8.00K0.00%00.0%Unchanged
Allworth Financial LP31$8.00K0.00%+4+14.8%Added
Resolute Partners Group29$8.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P35$9.00K0.00%−11−23.9%Reduced
Bedel Financial Consulting, Inc.35$9.00K0.00%00.0%Unchanged
Howe & Rusling Inc34$9.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC38$10.0K0.01%−10−20.8%Reduced
Earnest Partners LLC37$10.0K0.00%00.0%Unchanged
Sandy Spring Bank37$10.0K0.00%00.0%Unchanged
First Personal Financial Services40$11.0K0.00%00.0%Unchanged
Tompkins Financial Corp40$11.0K0.00%+40New
Sutton Wealth Advisors Inc.43$11.4K0.00%+1+2.4%Added
Key Financial Inc47$12.0K0.01%00.0%Unchanged
Solstein Capital, LLC46$12.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC43$12.0K0.00%+43New
Optiver Holding B.V.45$12.0K0.00%+45New
Glassman Wealth Services51$13.0K0.00%+6+13.3%Added
Kowal Investment Group, LLC50$13.0K0.00%+50New
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$13.2K0.02%00.0%Unchanged
Financial Management Professionals, Inc.52$14.0K0.00%−49−48.5%Reduced
Rockbridge Investment Management, LCC52$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC53$14.0K0.00%+28+112.0%Added
Hanson & Doremus Investment Management53$14.0K0.00%+53New
Brown Brothers Harriman & Co61$16.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC60$16.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC66$17.0K0.00%−1,347−95.3%Reduced
Joseph P. Lucia & Associates, LLC66$17.0K0.01%−9−12.0%Reduced
Jones Financial Companies LLLP66$17.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.63$17.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC64$17.0K0.00%+64New
Sterling Investment Advisors, Ltd.70$18.0K0.01%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management73$19.0K0.00%+73New
Roble, Belko & Company, Inc77$20.0K0.00%00.0%Unchanged
Emfo, LLC76$20.0K0.02%00.0%Unchanged
Piscataqua Savings Bank80$21.0K0.02%00.0%Unchanged
Twin Lakes Capital Management, LLC78$21.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc78$21.0K0.01%+78New
Cranbrook Wealth Management, LLC85$22.0K0.00%00.0%Unchanged
Wealth Quarterback LLC86$23.0K0.02%+1+1.2%Added
Fred Alger Management, LLC87$23.0K0.00%+87New
Fieldpoint Private Securities, LLC93$25.0K0.01%−22−19.1%Reduced
Close Asset Management Ltd95$25.0K0.00%00.0%Unchanged
Delta Asset Management LLC100$26.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.102$26.0K0.00%00.0%Unchanged
Evoke Wealth, LLC106$27.0K0.00%00.0%Unchanged
Better Money Decisions, LLC110$29.0K0.02%−6−5.2%Reduced
Pin Oak Investment Advisors Inc112$30.0K0.03%00.0%Unchanged
PrairieView Partners, LLC113$30.0K0.00%00.0%Unchanged
Hudock, Inc.120$31.0K0.01%00.0%Unchanged
JNBA Financial Advisors133$35.0K0.00%00.0%Unchanged
Norway Savings Bank137$36.0K0.02%+100+270.3%Added
Financial Perspectives, Inc136$36.1K0.02%00.0%Unchanged
Tarbox Family Office, Inc.141$37.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC145$38.0K0.02%00.0%Unchanged
Field & Main Bank145$38.0K0.02%+20+16.0%Added
West Paces Advisors Inc.151$39.9K0.01%00.0%Unchanged
West Branch Capital LLC153$40.0K0.02%00.0%Unchanged
Silvant Capital Management LLC152$40.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC150$40.0K0.01%00.0%Unchanged
Bray Capital Advisors150$40.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC167$44.0K0.02%00.0%Unchanged
MV Capital Management, Inc.169$45.0K0.01%+11+7.0%Added
Asset Dedication, LLC174$46.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd178$47.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.180$47.5K0.00%+180New
Global Wealth Management Investment Advisory, Inc.180$48.0K0.02%00.0%Unchanged
Kelly Financial Services LLC189$49.9K0.03%−46,798−99.6%Reduced
Harbor Investment Advisory, LLC191$50.0K0.01%00.0%Unchanged