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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 819 | $223.0K | 0.00% | +819 | New |
| LeJeune Puetz Investment Counsel LLC | 850 | $225.0K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 855 | $226.0K | 0.10% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 858 | $227.0K | 0.02% | +1+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 753 | $230.0K | 0.01% | +753 | New |
| New England Asset Management Inc | 873 | $231.0K | 0.00% | +873 | New |
| Financial Advocates Investment Management | 879 | $232.0K | 0.02% | +879 | New |
| Affinity Investment Advisors, LLC | 884 | $233.0K | 0.10% | −200−18.5% | Reduced |
| Mather Group, LLC. | 882 | $233.0K | 0.01% | −21−2.3% | Reduced |
| Oliver Luxxe Assets LLC | 882 | $233.0K | 0.06% | +882 | New |
| Seeyond | 889 | $234.0K | 0.02% | −10−1.1% | Reduced |
| Park National Corp | 890 | $235.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 889 | $235.0K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 902 | $238.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 902 | $238.0K | 0.02% | +22+2.5% | Added |
| Evercore Wealth Management, LLC | 902 | $239.0K | 0.00% | −95−9.5% | Reduced |
| Driehaus Capital Management LLC | 903 | $239.0K | 0.00% | +903 | New |
| Ibex Wealth Advisors | 905 | $239.0K | 0.05% | +905 | New |
| Becker Capital Management Inc | 913 | $241.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 920 | $243.0K | 0.04% | +11+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 935 | $247.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 943 | $249.0K | 0.00% | +40+4.4% | Added |
| Group One Trading, L.P. | 947 | $250.0K | 0.01% | −1,580−62.5% | Reduced |
| WealthTrust Axiom LLC | 950 | $250.0K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 946 | $250.0K | 0.16% | +946 | New |
| Flagship Harbor Advisors, LLC | 1,021 | $254.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 973 | $257.0K | 0.02% | −109−10.1% | Reduced |
| Lincoln National Corp | 972 | $257.0K | 0.01% | +164+20.3% | Added |
| Tokio Marine Asset Management Co Ltd | 980 | $259.0K | 0.02% | +39+4.1% | Added |
| Rothschild Investment Corp | 983 | $260.0K | 0.02% | +983 | New |
| Washington Trust Bank | 987 | $261.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 988 | $261.0K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 986 | $261.0K | 0.00% | +986 | New |
| Hengehold Capital Management LLC | 993 | $262.0K | 0.03% | −21−2.1% | Reduced |
| Beaton Management Co. Inc. | 991 | $262.0K | 0.17% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,000 | $264.0K | 0.00% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,000 | $264.0K | 0.10% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $264.0K | 0.16% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $264.0K | 0.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,008 | $266.0K | 0.00% | −16−1.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,018 | $269.0K | 0.06% | −200−16.4% | Reduced |
| Rockland Trust Co | 1,018 | $269.0K | 0.02% | +4+0.4% | Added |
| Harbour Investments, Inc. | 1,025 | $271.0K | 0.01% | −4−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,030 | $272.0K | 0.07% | +51+5.2% | Added |
| YHB Investment Advisors, Inc. | 1,033 | $273.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,036 | $274.0K | 0.01% | 00.0% | Unchanged |
| Hyman Charles D | 1,048 | $277.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,052 | $278.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,054 | $278.0K | 0.02% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 1,058 | $279.0K | 0.11% | −13−1.2% | Reduced |
| EPG Wealth Management LLC | 1,057 | $279.0K | 0.11% | +49+4.9% | Added |
| Checchi Capital Advisers, LLC | 1,066 | $282.0K | 0.03% | −15−1.4% | Reduced |
| First Bank & Trust | 1,068 | $282.0K | 0.13% | +50+4.9% | Added |
| Compton Capital Management Inc | 1,070 | $283.0K | 0.08% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,072 | $283.0K | 0.04% | +158+17.3% | Added |
| Spinnaker Trust | 1,085 | $287.0K | 0.02% | −22−2.0% | Reduced |
| Clearstead Advisors, LLC | 1,085 | $287.0K | 0.02% | +124+12.9% | Added |
| Sentry Investment Management LLC | 1,089 | $288.0K | 0.08% | −159−12.7% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $289.0K | 0.03% | +78+7.7% | Added |
| Hilltop Holdings Inc. | 1,101 | $291.0K | 0.03% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 1,184 | $292.0K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,113 | $294.0K | 0.12% | +1+0.1% | Added |
| CAPROCK Group, Inc. | 1,117 | $295.0K | 0.03% | +54+5.1% | Added |
| Assetmark, Inc | 1,127 | $298.0K | 0.00% | −68−5.7% | Reduced |
| Busey Wealth Management | 1,134 | $300.0K | 0.01% | +1,134 | New |
| Cape Cod Five Cents Savings Bank | 1,138 | $301.0K | 0.03% | +1+0.1% | Added |
| Thompson Investment Management, Inc. | 1,152 | $304.0K | 0.05% | −250−17.8% | Reduced |
| Keel Point, LLC | 1,150 | $304.0K | 0.04% | +15+1.3% | Added |
| Chesapeake Wealth Management | 1,155 | $305.0K | 0.11% | −95−7.6% | Reduced |
| Trust Asset Management LLC | 1,155 | $305.0K | 0.04% | +74+6.8% | Added |
| Ballentine Partners, LLC | 1,161 | $307.0K | 0.01% | +14+1.2% | Added |
| St Germain D J Co Inc | 1,170 | $309.0K | 0.02% | −75−6.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,175 | $310.0K | 0.01% | +295+33.5% | Added |
| Mark Stevens | 1,187 | $313.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,185 | $313.0K | 0.28% | +79+7.1% | Added |
| Americana Partners, LLC | 1,186 | $313.0K | 0.08% | +1,186 | New |
| Weil Company, Inc. | 1,200 | $317.0K | 0.16% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,213 | $320.0K | 0.01% | −5,662−82.4% | Reduced |
| Parallel Advisors, LLC | 1,219 | $322.0K | 0.01% | +104+9.3% | Added |
| Toroso Investments, LLC | 1,216 | $322.0K | 0.01% | +291+31.5% | Added |
| Sciencast Management LP | 1,175 | $324.0K | 0.09% | +1,175 | New |
| Aureus Asset Management, LLC | 1,243 | $328.0K | 0.02% | −1,734−58.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $328.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,251 | $330.0K | 0.02% | +26+2.1% | Added |
| St. Louis Trust Co | 1,268 | $335.0K | 0.09% | +1,268 | New |
| AIA Group Ltd | 1,272 | $336.0K | 0.02% | +320+33.6% | Added |
| Benedetti & Gucer, Inc. | 1,284 | $339.0K | 0.26% | +136+11.8% | Added |
| Diversified Trust Co | 1,282 | $339.0K | 0.01% | +1,282 | New |
| Comerica Securities,inc. | 1,296 | $342.0K | 0.02% | −1,404−52.0% | Reduced |
| Cordasco Financial Network | 1,300 | $343.0K | 0.23% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,306 | $345.0K | 0.02% | +29+2.3% | Added |
| Stratos Wealth Partners, LTD. | 1,306 | $345.0K | 0.01% | +32+2.5% | Added |
| Karpas Strategies, LLC | 1,120 | $345.0K | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,316 | $347.6K | 0.05% | +15+1.2% | Added |
| Jupiter Asset Management Ltd | 1,338 | $353.0K | 0.00% | −32,905−96.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,347 | $356.0K | 0.02% | −236−14.9% | Reduced |
| Perritt Capital Management Inc | 1,348 | $356.0K | 0.20% | +30+2.3% | Added |
| BLB&B Advisors, LLC | 1,348 | $356.0K | 0.02% | +75+5.9% | Added |
| Orion Portfolio Solutions, LLC | 1,352 | $357.0K | 0.01% | +516+61.7% | Added |
| Prospera Financial Services Inc | 1,321 | $357.0K | 0.02% | +1,321 | New |