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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
Kathmere Capital Management, LLC1,355$358.0K0.06%+152+12.6%Added
Ellevest, Inc.1,362$360.0K0.04%+147+12.1%Added
Old Port Advisors1,327$362.0K0.13%−21−1.6%Reduced
Adviser Investments LLC1,387$366.0K0.03%+25+1.8%Added
Howard Capital Management Group, LLC1,395$368.0K0.03%00.0%Unchanged
Wellington Shields Capital Management, LLC1,400$370.0K0.05%00.0%Unchanged
Optimal Asset Management, Inc.1,400$370.0K0.05%00.0%Unchanged
Bridgefront Capital, LLC1,404$371.0K0.39%−351−20.0%Reduced
Intersect Capital LLC1,418$375.0K0.06%+273+23.8%Added
Maven Securities LTD1,422$376.0K0.04%+1,422New
Belpointe Asset Management LLC1,430$378.0K0.03%+947+196.1%Added
Sunflower Bank, N.A.1,435$379.0K0.05%+115+8.7%Added
Bremer Bank National Association1,451$383.0K0.08%−20−1.4%Reduced
Coastal Bridge Advisors, LLC1,462$386.0K0.09%+3+0.2%Added
Lyell Wealth Management, LP1,464$387.0K0.05%00.0%Unchanged
Eagle Global Advisors LLC1,490$394.0K0.03%+10+0.7%Added
Hancock Whitney Corp1,496$395.0K0.01%−5−0.3%Reduced
Estabrook Capital Management1,500$396.2K0.06%00.0%Unchanged
Northwest Bancshares, Inc.1,507$398.0K0.09%−2,203−59.4%Reduced
KMG Fiduciary Partners, LLC1,516$400.0K0.07%00.0%Unchanged
Trexquant Investment LP1,521$402.0K0.03%−10,574−87.4%Reduced
L2 Asset Management, LLC1,528$404.0K1.02%−6,002−79.7%Reduced
Ameritas Investment Partners, Inc.1,532$405.0K0.01%−84−5.2%Reduced
Empirical Finance, LLC1,533$405.0K0.06%+81+5.6%Added
Everence Capital Management Inc1,540$407.0K0.03%+1,540New
Krane Funds Advisors LLC1,548$409.0K0.01%−540−25.9%Reduced
McLean Asset Management Corp1,386$412.0K0.16%+11+0.8%Added
EP Wealth Advisors, LLC1,571$415.0K0.01%+43+2.8%Added
Fukoku Mutual Life Insurance Co1,580$417.0K0.03%+240+17.9%Added
Profund Advisors LLC1,582$418.0K0.01%−112−6.6%Reduced
Coastline Trust Co1,585$418.0K0.05%00.0%Unchanged
Sustainable Insight Capital Management, LLC1,584$418.0K0.27%00.0%Unchanged
Gateway Investment Advisers LLC1,581$418.0K0.00%+2+0.1%Added
Clarius Group, LLC1,598$422.0K0.04%+26+1.7%Added
Grove Bank & Trust1,600$423.0K0.09%+95+6.3%Added
Fort Point Capital Partners LLC1,610$425.0K0.07%+10+0.6%Added
Argent Trust Co1,620$428.0K0.03%−128−7.3%Reduced
Cetera Investment Advisers1,619$428.0K0.01%−38−2.3%Reduced
Resources Investment Advisors, LLC.1,639$433.0K0.02%+18+1.1%Added
Winton Group Ltd1,649$436.0K0.02%−1,678−50.4%Reduced
Charter Oak Capital Management, LLC1,654$437.0K0.05%00.0%Unchanged
HBK Sorce Advisory LLC1,675$442.0K0.02%−66−3.8%Reduced
Grimes & Company, Inc.1,682$444.0K0.02%+84+5.3%Added
Accel Wealth Management1,684$445.0K0.29%−132−7.3%Reduced
Allstate Corp1,688$446.0K0.02%00.0%Unchanged
JBF Capital, Inc.1,700$449.0K0.10%00.0%Unchanged
D.A. Davidson & Co.1,703$450.0K0.01%00.0%Unchanged
Vestcor Inc1,709$451.0K0.02%−250−12.8%Reduced
Transform Wealth, LLC1,716$453.0K0.05%−163−8.7%Reduced
Journey Advisory Group, LLC1,714$453.0K0.15%+703+69.5%Added
Eudaimonia Partners, LLC1,726$456.0K0.08%−8−0.5%Reduced
Signaturefd, LLC1,728$456.0K0.02%+136+8.5%Added
Citizens Financial Group Inc1,749$462.0K0.02%−15−0.9%Reduced
ERn Financial, LLC1,750$462.0K0.12%+1,750New
Appleton Partners Inc1,772$468.0K0.04%−183−9.4%Reduced
Banque Cantonale Vaudoise1,773$469.0K0.02%00.0%Unchanged
Csenge Advisory Group1,749$470.0K0.04%+123+7.6%Added
Domani Wealth, LLC1,800$475.0K0.10%00.0%Unchanged
Pointe Capital Management LLC1,810$478.0K0.33%00.0%Unchanged
WESPAC Advisors, LLC1,814$479.0K0.30%+748+70.2%Added
Advisor Resource Council1,830$483.0K0.15%−859−31.9%Reduced
Umb Bank N A1,828$483.0K0.01%−60−3.2%Reduced
Dodge & Cox1,827$483.0K0.00%00.0%Unchanged
Fort Washington Investment Advisors Inc1,834$484.0K0.00%00.0%Unchanged
Greenleaf Trust1,845$487.0K0.01%−70−3.7%Reduced
Essex Financial Services, Inc.1,843$487.0K0.06%00.0%Unchanged
Synovus Financial Corp1,859$491.0K0.01%−31−1.6%Reduced
Mid Atlantic Financial Management Inc1,883$497.0K0.03%−7−0.4%Reduced
Walleye Trading LLC1,884$498.0K0.01%+1,398+287.7%Added
Cetera Advisors LLC1,891$499.0K0.01%+165+9.6%Added
Brookstone Capital Management1,795$500.0K0.01%+219+13.9%Added
Pensionfund DSM Netherlands1,900$502.0K0.06%−11,700−86.0%Reduced
AGF Investments LLC1,905$503.0K0.05%−151−7.3%Reduced
OneAscent Financial Services LLC1,911$505.0K0.67%+1,911New
Eqis Capital Management, Inc.1,924$508.0K0.04%−1,836−48.8%Reduced
AE Wealth Management LLC1,936$511.0K0.00%−54−2.7%Reduced
Independent Advisor Alliance1,935$511.0K0.03%+557+40.4%Added
1776 Wealth LLC1,960$519.0K0.30%+19+1.0%Added
First Quadrant L P1,973$521.0K0.06%00.0%Unchanged
Tocqueville Asset Management L.P.1,989$525.0K0.01%−705−26.2%Reduced
Front Barnett Associates LLC2,002$529.0K0.05%00.0%Unchanged
IndexIQ Advisors LLC2,006$530.0K0.02%+87+4.5%Added
Ieq Capital, LLC2,010$531.0K0.01%+595+42.0%Added
Armstrong Shaw Associates Inc2,020$534.0K0.47%00.0%Unchanged
Johnson Financial Group, Inc.2,026$535.0K0.04%−3,328−62.2%Reduced
Centiva Capital, LP2,042$539.0K0.04%+2,042New
Kovack Advisors, Inc.2,068$546.0K0.06%+2,068New
Ancora Advisors, LLC2,092$553.0K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach2,092$553.0K0.15%00.0%Unchanged
Simplex Trading, LLC2,209$554.0K0.02%00.0%Unchanged
National Asset Management, Inc.2,134$563.0K0.02%+237+12.5%Added
Insight Advisors, LLC1,842$565.0K0.17%+3+0.2%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,152$568.0K0.10%−3,223−60.0%Reduced
Ontario Teachers Pension Plan Board2,163$571.0K0.00%+441+25.6%Added
Ropes Wealth Advisors LLC2,208$583.0K0.09%−5−0.2%Reduced
Pennsylvania Capital Management Inc1,961$585.0K0.26%+1,961New
Stokes Capital Advisors, LLC2,220$586.0K0.19%+55+2.5%Added
Squarepoint Ops LLC2,219$586.0K0.00%+540+32.2%Added
Integrated Wealth Concepts LLC2,235$590.0K0.02%+79+3.7%Added
Fayez Sarofim & Co2,250$594.0K0.00%00.0%Unchanged