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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
One Wealth Advisors, LLC2,276$601.0K0.18%−1,474−39.3%Reduced
Guinness Asset Management LTD2,330$615.0K0.03%+1,040+80.6%Added
Penobscot Investment Management Company, Inc.2,355$622.0K0.09%00.0%Unchanged
Mairs & Power Inc2,362$624.0K0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC2,371$626.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC2,382$629.0K0.09%+2+0.1%Added
Carroll Financial Associates, Inc.2,382$629.0K0.04%+11+0.5%Added
OneAscent Wealth Management LLC2,381$629.0K0.72%+2,381New
Cito Capital Group, LLC2,401$634.0K0.30%00.0%Unchanged
Gabelli Funds LLC2,400$634.0K0.00%00.0%Unchanged
Pettee Investors, Inc.2,400$634.0K0.30%00.0%Unchanged
BBVA USA2,450$647.0K0.04%−131−5.1%Reduced
HighPoint Advisor Group LLC2,459$649.0K0.06%+6+0.2%Added
Coastal Investment Advisors, Inc.2,467$652.0K0.15%00.0%Unchanged
Vectors Research Management, LLC2,480$655.0K0.15%−20−0.8%Reduced
HNP Capital LLC2,480$655.0K0.16%−20−0.8%Reduced
Echo Street Capital Management LLC2,495$659.0K0.00%−82−3.2%Reduced
Achmea Investment Management B.V.2,514$664.0K0.02%+101+4.2%Added
Brendel Financial Advisors LLC2,534$669.0K0.80%00.0%Unchanged
B. Riley Wealth Management, Inc.2,535$670.0K0.05%+2,535New
Boston Financial Mangement LLC2,547$673.0K0.03%+419+19.7%Added
DRW Securities, LLC2,613$690.0K0.20%+1,633+166.6%Added
Sound Financial Strategies Group, LLC2,623$693.0K0.35%+81+3.2%Added
RFG Advisory, LLC2,631$695.0K0.06%+65+2.5%Added
Virtu Financial LLC2,660$703.0K0.06%+2,660New
Gibraltar Capital Management, Inc.2,707$715.0K0.36%−49−1.8%Reduced
TNF LLC2,437$716.0K0.31%+2,437New
Cetera Advisor Networks LLC2,727$720.0K0.01%+351+14.8%Added
Baker Tilly Wealth Management, LLC2,731$721.0K0.10%+201+7.9%Added
First Commonwealth Financial Corp2,734$722.0K0.26%−111−3.9%Reduced
Algert Global LLC2,746$725.0K0.10%+2,746New
Summit Financial, LLC2,746$725.3K0.06%+1,610+141.7%Added
Ossiam2,763$730.0K0.02%−775−21.9%Reduced
Plimoth Trust Co LLC2,780$735.0K0.21%−25−0.9%Reduced
Bradley Foster & Sargent Inc2,805$741.0K0.02%00.0%Unchanged
Ritholtz Wealth Management2,827$747.0K0.05%+64+2.3%Added
Copperwynd Financial, LLC2,857$755.0K0.31%−5−0.2%Reduced
Trust Co of Vermont2,881$761.0K0.05%00.0%Unchanged
Manchester Capital Management LLC2,889$763.0K0.10%+1,181+69.1%Added
Meristem Family Wealth, LLC2,912$769.0K0.07%+274+10.4%Added
Kentucky Retirement Systems Insurance Trust Fund2,917$770.0K0.08%−100−3.3%Reduced
Nomura Holdings Inc2,882$774.0K0.01%+820+39.8%Added
Snowden Capital Advisors LLC2,954$780.2K0.04%−19−0.6%Reduced
GWM Advisors LLC2,993$790.0K0.02%+113+3.9%Added
Kestra Private Wealth Services, LLC2,991$790.0K0.04%+164+5.8%Added
Private Asset Management Inc3,007$794.0K0.11%00.0%Unchanged
Two Sigma Investments, LP3,015$796.0K0.00%+3,015New
TownSquare Capital, LLC3,054$806.0K0.02%+1,509+97.7%Added
Gofen & Glossberg LLC3,081$814.0K0.02%00.0%Unchanged
Beacon Pointe Advisors, LLC3,102$819.0K0.02%−2,632−45.9%Reduced
USA Financial Portformulas Corp3,121$824.0K0.74%−1,695−35.2%Reduced
Altium Wealth Management LLC3,122$825.0K0.06%+2+0.1%Added
Frontier Wealth Management LLC3,142$830.0K0.06%−241−7.1%Reduced
Federated Hermes, Inc.3,164$836.0K0.00%−19,842−86.2%Reduced
Apollon Wealth Management, LLC3,179$840.0K0.12%+3,179New
Invst, LLC3,186$841.0K0.13%+41+1.3%Added
Stewart & Patten Co LLC3,223$851.0K0.14%−25−0.8%Reduced
Siemens Fonds Invest GmbH3,236$855.0K0.06%+3,236New
Cerro Pacific Wealth Advisors LLC3,295$870.0K0.63%+914+38.4%Added
IBM Retirement Fund3,303$872.0K0.07%+12+0.4%Added
Cresset Asset Management, LLC3,299$872.0K0.01%+502+17.9%Added
Veriti Management LLC3,318$876.0K0.12%+521+18.6%Added
Pathstone Family Office, LLC3,321$877.0K0.03%+2+0.1%Added
HM Payson & Co3,335$881.0K0.02%−50−1.5%Reduced
Cambridge Trust Co3,338$882.0K0.03%00.0%Unchanged
Advisor Partners LLC3,371$889.0K0.06%−298−8.1%Reduced
Chilton Investment Co LLC3,373$891.0K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.3,400$898.0K0.06%+66+2.0%Added
Howland Capital Management LLC3,415$902.0K0.05%00.0%Unchanged
Cigna Investments Inc3,526$931.0K0.07%−200−5.4%Reduced
Vontobel Holding Ltd.3,526$931.0K0.01%+87+2.5%Added
Ci Investments Inc.3,532$933.0K0.00%−50−1.4%Reduced
World Asset Management Inc3,601$951.0K0.09%−349−8.8%Reduced
Central Trust Co3,609$953.0K0.03%+8+0.2%Added
Alpha Paradigm Partners, LLC3,613$954.0K0.38%−4,217−53.9%Reduced
Brown Advisory Securities, LLC3,662$966.0K0.29%+3,662New
Tdam USA Inc.3,660$967.0K0.06%+637+21.1%Added
Wetherby Asset Management Inc3,727$984.0K0.06%−12−0.3%Reduced
Kinneret Advisory, LLC3,740$988.0K0.12%00.0%Unchanged
Mutual Advisors, LLC3,755$992.0K0.06%−355−8.6%Reduced
US Asset Management LLC3,796$1.00M0.97%+3,796New
Grantham, Mayo, Van Otterloo & Co. LLC3,839$1.01M0.01%+1,100+40.2%Added
Fifth Third Bancorp3,845$1.02M0.00%+225+6.2%Added
TIAA Kaspick, LLC3,875$1.02M4.23%−45−1.1%Reduced
Prentice Wealth Management LLC3,885$1.03M0.50%+12+0.3%Added
Norinchukin Bank, The3,894$1.03M0.01%+362+10.2%Added
Lido Advisors, LLC3,987$1.05M0.02%+743+22.9%Added
MUFG Securities EMEA plc4,000$1.06M0.01%+4,000New
Jacobi Capital Management LLC4,007$1.06M0.13%+153+4.0%Added
Palisade Asset Management, LLC4,009$1.06M0.13%00.0%Unchanged
Savant Capital, LLC4,032$1.06M0.04%+48+1.2%Added
Redpoint Investment Management Pty Ltd4,072$1.07M0.09%00.0%Unchanged
DCM Advisors, LLC4,074$1.08M0.41%+639+18.6%Added
Peddock Capital Advisors, LLC4,206$1.11M0.40%+9+0.2%Added
Riverview Trust Co4,267$1.13M1.19%00.0%Unchanged
Occudo Quantitative Strategies LP4,286$1.13M0.14%+4,286New
Veritable, L.P.4,329$1.14M0.02%−20−0.5%Reduced
Fiduciary Trust Co4,384$1.16M0.02%00.0%Unchanged
MAI Capital Management4,460$1.18M0.02%+62+1.4%Added
Montecito Bank & Trust4,485$1.19M0.23%−46−1.0%Reduced