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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $52.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 200 | $53.0K | 0.00% | −8,238−97.6% | Reduced |
| First Financial Corp | 200 | $53.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $53.0K | 0.00% | −1−0.5% | Reduced |
| Motco | 205 | $54.0K | 0.00% | −131−39.0% | Reduced |
| AdvisorNet Financial, Inc | 203 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 203 | $54.0K | 0.00% | +52+34.4% | Added |
| Proequities, Inc. | 206 | $54.0K | 0.00% | +155+303.9% | Added |
| FourThought Financial, LLC | 209 | $55.0K | 0.01% | −8−3.7% | Reduced |
| NEXT Financial Group, Inc | 206 | $55.0K | 0.00% | +22+12.0% | Added |
| Bogart Wealth, LLC | 220 | $58.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 224 | $60.0K | 0.04% | +86+62.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 228 | $60.0K | 0.00% | +228 | New |
| Spire Wealth Management | 235 | $62.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 241 | $63.7K | 0.00% | −5−2.0% | Reduced |
| Bartlett & Co. LLC | 241 | $64.0K | 0.00% | −5−2.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 244 | $64.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 245 | $65.0K | 0.03% | −38−13.4% | Reduced |
| Reilly Financial Advisors, LLC | 252 | $66.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $66.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 251 | $66.0K | 0.02% | +251 | New |
| Central Bank & Trust Co | 260 | $69.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $69.0K | 0.02% | −2−0.8% | Reduced |
| McIlrath & Eck, LLC | 261 | $69.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 262 | $69.0K | 0.01% | +42+19.1% | Added |
| Laurel Wealth Advisors LLC | 265 | $70.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 266 | $70.0K | 0.02% | +266 | New |
| Kistler-Tiffany Companies, LLC | 270 | $71.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 272 | $72.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 282 | $74.0K | 0.02% | −3−1.1% | Reduced |
| Tradition Wealth Management, LLC | 303 | $80.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $85.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 551 | $85.0K | 0.00% | +498+939.6% | Added |
| Resources Management Corp | 330 | $87.0K | 0.01% | +25+8.2% | Added |
| State of Wyoming | 329 | $87.0K | 0.06% | +329 | New |
| American Portfolios Advisors | 335 | $88.5K | 0.00% | −1,090−76.5% | Reduced |
| CoreFirst Bank & Trust | 337 | $89.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $95.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 338 | $97.0K | 0.03% | +180+113.9% | Added |
| Kozak & Associates, Inc. | 327 | $101.0K | 0.06% | +327 | New |
| Benjamin F. Edwards & Company, Inc. | 391 | $103.0K | 0.01% | −100−20.4% | Reduced |
| BerganKDV Wealth Management, LLC | 410 | $108.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 418 | $110.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 419 | $110.0K | 0.00% | +39+10.3% | Added |
| TCI Wealth Advisors, Inc. | 418 | $110.0K | 0.02% | +54+14.8% | Added |
| Caldwell Trust Co | 435 | $114.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 441 | $116.0K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 450 | $119.0K | 0.01% | −76−14.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 489 | $129.0K | 0.00% | +489 | New |
| Private Capital Group, LLC | 498 | $132.0K | 0.03% | −16−3.1% | Reduced |
| Covington Capital Management | 501 | $132.0K | 0.00% | +35+7.5% | Added |
| Zions Bancorporation, N.A. | 503 | $133.0K | 0.01% | −9−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 542 | $143.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 586 | $154.0K | 0.02% | −28−4.6% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $159.0K | 0.24% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $166.0K | 0.00% | +45+7.7% | Added |
| Sierra Capital LLC | 640 | $169.0K | 0.03% | +212+49.5% | Added |
| Aua Capital Management, LLC | 670 | $177.0K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 675 | $178.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 730 | $193.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 744 | $196.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 764 | $201.0K | 0.03% | +206+36.9% | Added |
| BOK Financial Private Wealth, Inc. | 762 | $201.0K | 0.02% | +762 | New |
| First Nebraska Trust Co | 765 | $202.1K | 0.03% | +765 | New |
| Smithfield Trust Co | 771 | $203.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 770 | $203.0K | 0.01% | +770 | New |
| Global Retirement Partners, LLC | 776 | $205.0K | 0.02% | +25+3.3% | Added |
| Concorde Asset Management, LLC | 779 | $206.0K | 0.12% | +779 | New |
| Canal Capital Management, LLC | 779 | $206.0K | 0.06% | +779 | New |
| Pinnacle Associates Ltd | 784 | $207.0K | 0.00% | −156−16.6% | Reduced |
| Capital Analysts, LLC | 783 | $207.0K | 0.01% | −8−1.0% | Reduced |
| Montag A & Associates Inc | 783 | $207.0K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 784 | $207.0K | 0.03% | +784 | New |
| Waldron Private Wealth LLC | 785 | $207.0K | 0.01% | +785 | New |
| Laurel Wealth Advisors, Inc. | 787 | $208.0K | 0.04% | −16−2.0% | Reduced |
| Geneos Wealth Management Inc. | 789 | $211.0K | 0.01% | −61−7.2% | Reduced |
| Logan Capital Management Inc | 800 | $211.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $211.0K | 0.10% | +800 | New |
| Deseret Mutual Benefit Administrators | 804 | $212.0K | 0.04% | −333−29.3% | Reduced |
| Tectonic Advisors LLC | 801 | $212.0K | 0.04% | +801 | New |
| Washington Trust Co | 808 | $213.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 812 | $214.0K | 0.05% | +5+0.6% | Added |
| Leavell Investment Management, Inc. | 812 | $214.0K | 0.02% | +812 | New |
| Hamilton Capital, LLC | 809 | $214.0K | 0.02% | +809 | New |
| Horizon Investments, LLC | 818 | $215.0K | 0.01% | +818 | New |
| Mission Wealth Management, LP | 813 | $215.0K | 0.01% | +813 | New |
| Y-Intercept (Hong Kong) Ltd | 813 | $215.0K | 0.04% | +813 | New |
| Flputnam Investment Management Co | 816 | $216.0K | 0.01% | +816 | New |
| Bryn Mawr Trust Co | 820 | $217.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 831 | $219.0K | 0.14% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $219.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 830 | $219.0K | 0.01% | +830 | New |
| Geller Advisors LLC | 829 | $219.0K | 0.05% | +829 | New |
| V Wealth Advisors LLC | 831 | $220.0K | 0.03% | −15−1.8% | Reduced |
| Pallas Capital Advisors LLC | 709 | $220.0K | 0.02% | −76−9.7% | Reduced |
| Wealthspire Advisors, LLC | 837 | $221.0K | 0.00% | +837 | New |
| Princeton Global Asset Management LLC | 840 | $222.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 840 | $222.0K | 0.03% | +80+10.5% | Added |
| Harvest Fund Management Co., Ltd | 845 | $223.0K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 846 | $223.0K | 0.03% | −3−0.4% | Reduced |