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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 5,524 | $1.46M | 0.16% | −100−1.8% | Reduced |
| Phoenix Holdings Ltd. | 5,311 | $1.44M | 0.03% | +5,311 | New |
| Estate Counselors, LLC | 5,385 | $1.42M | 0.18% | +40+0.7% | Added |
| JustInvest LLC | 5,374 | $1.42M | 0.13% | +2,341+77.2% | Added |
| Northwest & Ethical Investments L.P. | 5,362 | $1.42M | 0.05% | −1,237−18.7% | Reduced |
| Capula Management Ltd | 5,318 | $1.41M | 0.11% | +5,318 | New |
| Colony Group LLC | 5,313 | $1.40M | 0.03% | +15+0.3% | Added |
| Impax Asset Management Group plc | 5,268 | $1.39M | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,215 | $1.38M | 0.07% | −3,842−42.4% | Reduced |
| Illinois Municipal Retirement Fund | 5,181 | $1.37M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,113 | $1.35M | 0.05% | −3,073−37.5% | Reduced |
| Panagora Asset Management Inc | 5,107 | $1.35M | 0.01% | −57,752−91.9% | Reduced |
| Graypoint LLC | 5,093 | $1.34M | 0.17% | +65+1.3% | Added |
| Brinker Capital Investments, LLC | 5,266 | $1.31M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,944 | $1.31M | 0.02% | −7,147−59.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,784 | $1.26M | 0.06% | +146+3.1% | Added |
| Financial Partners Capital Management LLC | 4,775 | $1.26M | 0.23% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,768 | $1.26M | 0.03% | −450−8.6% | Reduced |
| Oppenheimer & Co Inc | 4,764 | $1.26M | 0.02% | −20−0.4% | Reduced |
| Huntington National Bank | 4,743 | $1.25M | 0.01% | +75+1.6% | Added |
| Thomas White International Ltd | 4,717 | $1.25M | 0.18% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,637 | $1.23M | 0.09% | −52−1.1% | Reduced |
| Versor Investments LP | 4,600 | $1.22M | 0.04% | +4,600 | New |
| Gladstone Institutional Advisory LLC | 4,593 | $1.21M | 0.12% | +3,267+246.4% | Added |
| Bessemer Group Inc | 4,571 | $1.21M | 0.00% | −18−0.4% | Reduced |
| Auxier Asset Management | 4,538 | $1.20M | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,485 | $1.19M | 0.23% | −46−1.0% | Reduced |
| MAI Capital Management | 4,460 | $1.18M | 0.02% | +62+1.4% | Added |
| Fiduciary Trust Co | 4,384 | $1.16M | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 4,329 | $1.14M | 0.02% | −20−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 4,286 | $1.13M | 0.14% | +4,286 | New |
| Riverview Trust Co | 4,267 | $1.13M | 1.19% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,206 | $1.11M | 0.40% | +9+0.2% | Added |
| DCM Advisors, LLC | 4,074 | $1.08M | 0.41% | +639+18.6% | Added |
| Redpoint Investment Management Pty Ltd | 4,072 | $1.07M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,032 | $1.06M | 0.04% | +48+1.2% | Added |
| Palisade Asset Management, LLC | 4,009 | $1.06M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,007 | $1.06M | 0.13% | +153+4.0% | Added |
| MUFG Securities EMEA plc | 4,000 | $1.06M | 0.01% | +4,000 | New |
| Lido Advisors, LLC | 3,987 | $1.05M | 0.02% | +743+22.9% | Added |
| Norinchukin Bank, The | 3,894 | $1.03M | 0.01% | +362+10.2% | Added |
| Prentice Wealth Management LLC | 3,885 | $1.03M | 0.50% | +12+0.3% | Added |
| TIAA Kaspick, LLC | 3,875 | $1.02M | 4.23% | −45−1.1% | Reduced |
| Fifth Third Bancorp | 3,845 | $1.02M | 0.00% | +225+6.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,839 | $1.01M | 0.01% | +1,100+40.2% | Added |
| US Asset Management LLC | 3,796 | $1.00M | 0.97% | +3,796 | New |
| Mutual Advisors, LLC | 3,755 | $992.0K | 0.06% | −355−8.6% | Reduced |
| Kinneret Advisory, LLC | 3,740 | $988.0K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,727 | $984.0K | 0.06% | −12−0.3% | Reduced |
| Tdam USA Inc. | 3,660 | $967.0K | 0.06% | +637+21.1% | Added |
| Brown Advisory Securities, LLC | 3,662 | $966.0K | 0.29% | +3,662 | New |
| Alpha Paradigm Partners, LLC | 3,613 | $954.0K | 0.38% | −4,217−53.9% | Reduced |
| Central Trust Co | 3,609 | $953.0K | 0.03% | +8+0.2% | Added |
| World Asset Management Inc | 3,601 | $951.0K | 0.09% | −349−8.8% | Reduced |
| Ci Investments Inc. | 3,532 | $933.0K | 0.00% | −50−1.4% | Reduced |
| Cigna Investments Inc | 3,526 | $931.0K | 0.07% | −200−5.4% | Reduced |
| Vontobel Holding Ltd. | 3,526 | $931.0K | 0.01% | +87+2.5% | Added |
| Howland Capital Management LLC | 3,415 | $902.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,400 | $898.0K | 0.06% | +66+2.0% | Added |
| Chilton Investment Co LLC | 3,373 | $891.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 3,371 | $889.0K | 0.06% | −298−8.1% | Reduced |
| Cambridge Trust Co | 3,338 | $882.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 3,335 | $881.0K | 0.02% | −50−1.5% | Reduced |
| Pathstone Family Office, LLC | 3,321 | $877.0K | 0.03% | +2+0.1% | Added |
| Veriti Management LLC | 3,318 | $876.0K | 0.12% | +521+18.6% | Added |
| IBM Retirement Fund | 3,303 | $872.0K | 0.07% | +12+0.4% | Added |
| Cresset Asset Management, LLC | 3,299 | $872.0K | 0.01% | +502+17.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,295 | $870.0K | 0.63% | +914+38.4% | Added |
| Siemens Fonds Invest GmbH | 3,236 | $855.0K | 0.06% | +3,236 | New |
| Stewart & Patten Co LLC | 3,223 | $851.0K | 0.14% | −25−0.8% | Reduced |
| Invst, LLC | 3,186 | $841.0K | 0.13% | +41+1.3% | Added |
| Apollon Wealth Management, LLC | 3,179 | $840.0K | 0.12% | +3,179 | New |
| Federated Hermes, Inc. | 3,164 | $836.0K | 0.00% | −19,842−86.2% | Reduced |
| Frontier Wealth Management LLC | 3,142 | $830.0K | 0.06% | −241−7.1% | Reduced |
| Altium Wealth Management LLC | 3,122 | $825.0K | 0.06% | +2+0.1% | Added |
| USA Financial Portformulas Corp | 3,121 | $824.0K | 0.74% | −1,695−35.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,102 | $819.0K | 0.02% | −2,632−45.9% | Reduced |
| Gofen & Glossberg LLC | 3,081 | $814.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,054 | $806.0K | 0.02% | +1,509+97.7% | Added |
| Two Sigma Investments, LP | 3,015 | $796.0K | 0.00% | +3,015 | New |
| Private Asset Management Inc | 3,007 | $794.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,993 | $790.0K | 0.02% | +113+3.9% | Added |
| Kestra Private Wealth Services, LLC | 2,991 | $790.0K | 0.04% | +164+5.8% | Added |
| Snowden Capital Advisors LLC | 2,954 | $780.2K | 0.04% | −19−0.6% | Reduced |
| Nomura Holdings Inc | 2,882 | $774.0K | 0.01% | +820+39.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,917 | $770.0K | 0.08% | −100−3.3% | Reduced |
| Meristem Family Wealth, LLC | 2,912 | $769.0K | 0.07% | +274+10.4% | Added |
| Manchester Capital Management LLC | 2,889 | $763.0K | 0.10% | +1,181+69.1% | Added |
| Trust Co of Vermont | 2,881 | $761.0K | 0.05% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,857 | $755.0K | 0.31% | −5−0.2% | Reduced |
| Ritholtz Wealth Management | 2,827 | $747.0K | 0.05% | +64+2.3% | Added |
| Bradley Foster & Sargent Inc | 2,805 | $741.0K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,780 | $735.0K | 0.21% | −25−0.9% | Reduced |
| Ossiam | 2,763 | $730.0K | 0.02% | −775−21.9% | Reduced |
| Summit Financial, LLC | 2,746 | $725.3K | 0.06% | +1,610+141.7% | Added |
| Algert Global LLC | 2,746 | $725.0K | 0.10% | +2,746 | New |
| First Commonwealth Financial Corp | 2,734 | $722.0K | 0.26% | −111−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,731 | $721.0K | 0.10% | +201+7.9% | Added |
| Cetera Advisor Networks LLC | 2,727 | $720.0K | 0.01% | +351+14.8% | Added |
| TNF LLC | 2,437 | $716.0K | 0.31% | +2,437 | New |