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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
Cedar Wealth Management, LLC21$6.00K0.00%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
Raffa Wealth Management, LLC17$4.49K0.00%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
Atlas Capital Advisors LLC12$3.17K0.00%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
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
McCarthy Grittinger Financial Group, LLC4$1.06K0.00%+4New
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
WestEnd Advisors, LLC–$2640.00%––
Sofos Investments, Inc.1––00.0%Unchanged
Blueshift Asset Management, LLC0$00.00%−53,849−100.0%Sold out
Duality Advisers, LP0$00.00%−30,330−100.0%Sold out
Twinbeech Capital LP0$00.00%−25,610−100.0%Sold out
Engineers Gate Manager LP0$00.00%−22,847−100.0%Sold out
Meritage Portfolio Management0$00.00%−22,568−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−21,126−100.0%Sold out
Bleichroeder LP0$00.00%−15,993−100.0%Sold out
Quantbot Technologies LP0$00.00%−12,818−100.0%Sold out
Three Peaks Capital Management, LLC0$00.00%−11,599−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−10,107−100.0%Sold out
Ativo Capital Management LLC0$00.00%−5,637−100.0%Sold out
Maltese Capital Management LLC0$00.00%−5,000−100.0%Sold out
Pearl River Capital, LLC0$00.00%−4,784−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−3,912−100.0%Sold out
Qtron Investments LLC0$00.00%−3,870−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−3,643−100.0%Sold out
LMR Partners LLP0$00.00%−3,079−100.0%Sold out
Pendal Group Limited0$00.00%−3,062−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−2,652−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−2,000−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−1,761−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,919−100.0%Sold out
BP PLC0$00.00%−1,448−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,417−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,285−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,242−100.0%Sold out
Jump Financial, LLC0$00.00%−1,181−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,116−100.0%Sold out
Tiedemann Advisors, LLC0$00.00%−1,102−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−1,092−100.0%Sold out
Wesbanco Bank Inc0$00.00%−913−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−881−100.0%Sold out
BSW Wealth Partners0$00.00%−838−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−622−100.0%Sold out
Cutler Group LP0$00.00%−375−100.0%Sold out
Perennial Advisors, LLC0$00.00%−300−100.0%Sold out
Optimum Investment Advisors0$00.00%−208−100.0%Sold out
CVA Family Office, LLC0$00.00%−150−100.0%Sold out
WealthShield Partners, LLC0$00.00%−69−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−33−100.0%Sold out
Savior LLC0$00.00%−32−100.0%Sold out
Ford Financial Group, LLC0$00.00%−20−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−12−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−5−100.0%Sold out
Smith Asset Management Group LP––––Not filed
Pictet Asset Management Ltd––––Not filed
PhiloSmith Capital Corp––––Not filed
QS Investors, LLC––––Not filed
Western Wealth Management, LLC––––Not filed
Pinnacle Wealth Advisors––––Not filed
CWM, LLC––––Not filed
Hoover Financial Advisors, Inc.––––Not filed
Castleview Partners, LLC––––Not filed
First Horizon Corp––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed