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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
Gibraltar Capital Management, Inc.2,707$715.0K0.36%−49−1.8%Reduced
Virtu Financial LLC2,660$703.0K0.06%+2,660New
RFG Advisory, LLC2,631$695.0K0.06%+65+2.5%Added
Sound Financial Strategies Group, LLC2,623$693.0K0.35%+81+3.2%Added
DRW Securities, LLC2,613$690.0K0.20%+1,633+166.6%Added
Boston Financial Mangement LLC2,547$673.0K0.03%+419+19.7%Added
B. Riley Wealth Management, Inc.2,535$670.0K0.05%+2,535New
Brendel Financial Advisors LLC2,534$669.0K0.80%00.0%Unchanged
Achmea Investment Management B.V.2,514$664.0K0.02%+101+4.2%Added
Echo Street Capital Management LLC2,495$659.0K0.00%−82−3.2%Reduced
Vectors Research Management, LLC2,480$655.0K0.15%−20−0.8%Reduced
HNP Capital LLC2,480$655.0K0.16%−20−0.8%Reduced
Coastal Investment Advisors, Inc.2,467$652.0K0.15%00.0%Unchanged
HighPoint Advisor Group LLC2,459$649.0K0.06%+6+0.2%Added
BBVA USA2,450$647.0K0.04%−131−5.1%Reduced
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
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
Buckingham Strategic Wealth, LLC2,371$626.0K0.01%00.0%Unchanged
Mairs & Power Inc2,362$624.0K0.01%00.0%Unchanged
Penobscot Investment Management Company, Inc.2,355$622.0K0.09%00.0%Unchanged
Guinness Asset Management LTD2,330$615.0K0.03%+1,040+80.6%Added
One Wealth Advisors, LLC2,276$601.0K0.18%−1,474−39.3%Reduced
Fayez Sarofim & Co2,250$594.0K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC2,235$590.0K0.02%+79+3.7%Added
Stokes Capital Advisors, LLC2,220$586.0K0.19%+55+2.5%Added
Squarepoint Ops LLC2,219$586.0K0.00%+540+32.2%Added
Pennsylvania Capital Management Inc1,961$585.0K0.26%+1,961New
Ropes Wealth Advisors LLC2,208$583.0K0.09%−5−0.2%Reduced
Ontario Teachers Pension Plan Board2,163$571.0K0.00%+441+25.6%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,152$568.0K0.10%−3,223−60.0%Reduced
Insight Advisors, LLC1,842$565.0K0.17%+3+0.2%Added
National Asset Management, Inc.2,134$563.0K0.02%+237+12.5%Added
Simplex Trading, LLC2,209$554.0K0.02%00.0%Unchanged
Ancora Advisors, LLC2,092$553.0K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach2,092$553.0K0.15%00.0%Unchanged
Kovack Advisors, Inc.2,068$546.0K0.06%+2,068New
Centiva Capital, LP2,042$539.0K0.04%+2,042New
Johnson Financial Group, Inc.2,026$535.0K0.04%−3,328−62.2%Reduced
Armstrong Shaw Associates Inc2,020$534.0K0.47%00.0%Unchanged
Ieq Capital, LLC2,010$531.0K0.01%+595+42.0%Added
IndexIQ Advisors LLC2,006$530.0K0.02%+87+4.5%Added
Front Barnett Associates LLC2,002$529.0K0.05%00.0%Unchanged
Tocqueville Asset Management L.P.1,989$525.0K0.01%−705−26.2%Reduced
First Quadrant L P1,973$521.0K0.06%00.0%Unchanged
1776 Wealth LLC1,960$519.0K0.30%+19+1.0%Added
AE Wealth Management LLC1,936$511.0K0.00%−54−2.7%Reduced
Independent Advisor Alliance1,935$511.0K0.03%+557+40.4%Added
Eqis Capital Management, Inc.1,924$508.0K0.04%−1,836−48.8%Reduced
OneAscent Financial Services LLC1,911$505.0K0.67%+1,911New
AGF Investments LLC1,905$503.0K0.05%−151−7.3%Reduced
Pensionfund DSM Netherlands1,900$502.0K0.06%−11,700−86.0%Reduced
Brookstone Capital Management1,795$500.0K0.01%+219+13.9%Added
Cetera Advisors LLC1,891$499.0K0.01%+165+9.6%Added
Walleye Trading LLC1,884$498.0K0.01%+1,398+287.7%Added
Mid Atlantic Financial Management Inc1,883$497.0K0.03%−7−0.4%Reduced
Synovus Financial Corp1,859$491.0K0.01%−31−1.6%Reduced
Greenleaf Trust1,845$487.0K0.01%−70−3.7%Reduced
Essex Financial Services, Inc.1,843$487.0K0.06%00.0%Unchanged
Fort Washington Investment Advisors Inc1,834$484.0K0.00%00.0%Unchanged
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
WESPAC Advisors, LLC1,814$479.0K0.30%+748+70.2%Added
Pointe Capital Management LLC1,810$478.0K0.33%00.0%Unchanged
Domani Wealth, LLC1,800$475.0K0.10%00.0%Unchanged
Csenge Advisory Group1,749$470.0K0.04%+123+7.6%Added
Banque Cantonale Vaudoise1,773$469.0K0.02%00.0%Unchanged
Appleton Partners Inc1,772$468.0K0.04%−183−9.4%Reduced
Citizens Financial Group Inc1,749$462.0K0.02%−15−0.9%Reduced
ERn Financial, LLC1,750$462.0K0.12%+1,750New
Eudaimonia Partners, LLC1,726$456.0K0.08%−8−0.5%Reduced
Signaturefd, LLC1,728$456.0K0.02%+136+8.5%Added
Transform Wealth, LLC1,716$453.0K0.05%−163−8.7%Reduced
Journey Advisory Group, LLC1,714$453.0K0.15%+703+69.5%Added
Vestcor Inc1,709$451.0K0.02%−250−12.8%Reduced
D.A. Davidson & Co.1,703$450.0K0.01%00.0%Unchanged
JBF Capital, Inc.1,700$449.0K0.10%00.0%Unchanged
Allstate Corp1,688$446.0K0.02%00.0%Unchanged
Accel Wealth Management1,684$445.0K0.29%−132−7.3%Reduced
Grimes & Company, Inc.1,682$444.0K0.02%+84+5.3%Added
HBK Sorce Advisory LLC1,675$442.0K0.02%−66−3.8%Reduced
Charter Oak Capital Management, LLC1,654$437.0K0.05%00.0%Unchanged
Winton Group Ltd1,649$436.0K0.02%−1,678−50.4%Reduced
Resources Investment Advisors, LLC.1,639$433.0K0.02%+18+1.1%Added
Argent Trust Co1,620$428.0K0.03%−128−7.3%Reduced
Cetera Investment Advisers1,619$428.0K0.01%−38−2.3%Reduced
Fort Point Capital Partners LLC1,610$425.0K0.07%+10+0.6%Added
Grove Bank & Trust1,600$423.0K0.09%+95+6.3%Added
Clarius Group, LLC1,598$422.0K0.04%+26+1.7%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
Fukoku Mutual Life Insurance Co1,580$417.0K0.03%+240+17.9%Added
EP Wealth Advisors, LLC1,571$415.0K0.01%+43+2.8%Added
McLean Asset Management Corp1,386$412.0K0.16%+11+0.8%Added