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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
Krane Funds Advisors LLC1,548$409.0K0.01%−540−25.9%Reduced
Everence Capital Management Inc1,540$407.0K0.03%+1,540New
Ameritas Investment Partners, Inc.1,532$405.0K0.01%−84−5.2%Reduced
Empirical Finance, LLC1,533$405.0K0.06%+81+5.6%Added
L2 Asset Management, LLC1,528$404.0K1.02%−6,002−79.7%Reduced
Trexquant Investment LP1,521$402.0K0.03%−10,574−87.4%Reduced
KMG Fiduciary Partners, LLC1,516$400.0K0.07%00.0%Unchanged
Northwest Bancshares, Inc.1,507$398.0K0.09%−2,203−59.4%Reduced
Estabrook Capital Management1,500$396.2K0.06%00.0%Unchanged
Hancock Whitney Corp1,496$395.0K0.01%−5−0.3%Reduced
Eagle Global Advisors LLC1,490$394.0K0.03%+10+0.7%Added
Lyell Wealth Management, LP1,464$387.0K0.05%00.0%Unchanged
Coastal Bridge Advisors, LLC1,462$386.0K0.09%+3+0.2%Added
Bremer Bank National Association1,451$383.0K0.08%−20−1.4%Reduced
Sunflower Bank, N.A.1,435$379.0K0.05%+115+8.7%Added
Belpointe Asset Management LLC1,430$378.0K0.03%+947+196.1%Added
Maven Securities LTD1,422$376.0K0.04%+1,422New
Intersect Capital LLC1,418$375.0K0.06%+273+23.8%Added
Bridgefront Capital, LLC1,404$371.0K0.39%−351−20.0%Reduced
Wellington Shields Capital Management, LLC1,400$370.0K0.05%00.0%Unchanged
Optimal Asset Management, Inc.1,400$370.0K0.05%00.0%Unchanged
Howard Capital Management Group, LLC1,395$368.0K0.03%00.0%Unchanged
Adviser Investments LLC1,387$366.0K0.03%+25+1.8%Added
Old Port Advisors1,327$362.0K0.13%−21−1.6%Reduced
Ellevest, Inc.1,362$360.0K0.04%+147+12.1%Added
Kathmere Capital Management, LLC1,355$358.0K0.06%+152+12.6%Added
Orion Portfolio Solutions, LLC1,352$357.0K0.01%+516+61.7%Added
Prospera Financial Services Inc1,321$357.0K0.02%+1,321New
Vestmark Advisory Solutions, Inc.1,347$356.0K0.02%−236−14.9%Reduced
Perritt Capital Management Inc1,348$356.0K0.20%+30+2.3%Added
BLB&B Advisors, LLC1,348$356.0K0.02%+75+5.9%Added
Jupiter Asset Management Ltd1,338$353.0K0.00%−32,905−96.1%Reduced
Focus Financial Network, Inc.1,316$347.6K0.05%+15+1.2%Added
Meeder Asset Management Inc1,306$345.0K0.02%+29+2.3%Added
Stratos Wealth Partners, LTD.1,306$345.0K0.01%+32+2.5%Added
Karpas Strategies, LLC1,120$345.0K0.11%00.0%Unchanged
Cordasco Financial Network1,300$343.0K0.23%00.0%Unchanged
Comerica Securities,inc.1,296$342.0K0.02%−1,404−52.0%Reduced
Benedetti & Gucer, Inc.1,284$339.0K0.26%+136+11.8%Added
Diversified Trust Co1,282$339.0K0.01%+1,282New
AIA Group Ltd1,272$336.0K0.02%+320+33.6%Added
St. Louis Trust Co1,268$335.0K0.09%+1,268New
Wedbush Securities Inc1,251$330.0K0.02%+26+2.1%Added
Aureus Asset Management, LLC1,243$328.0K0.02%−1,734−58.2%Reduced
Traverso Chambers Private Wealth Management, LLC1,242$328.0K0.10%00.0%Unchanged
Sciencast Management LP1,175$324.0K0.09%+1,175New
Parallel Advisors, LLC1,219$322.0K0.01%+104+9.3%Added
Toroso Investments, LLC1,216$322.0K0.01%+291+31.5%Added
Shell Asset Management Co1,213$320.0K0.01%−5,662−82.4%Reduced
Weil Company, Inc.1,200$317.0K0.16%00.0%Unchanged
Mark Stevens1,187$313.0K0.04%00.0%Unchanged
Old North State Trust, LLC1,185$313.0K0.28%+79+7.1%Added
Americana Partners, LLC1,186$313.0K0.08%+1,186New
Pinnacle Financial Partners Inc1,175$310.0K0.01%+295+33.5%Added
St Germain D J Co Inc1,170$309.0K0.02%−75−6.0%Reduced
Ballentine Partners, LLC1,161$307.0K0.01%+14+1.2%Added
Chesapeake Wealth Management1,155$305.0K0.11%−95−7.6%Reduced
Trust Asset Management LLC1,155$305.0K0.04%+74+6.8%Added
Thompson Investment Management, Inc.1,152$304.0K0.05%−250−17.8%Reduced
Keel Point, LLC1,150$304.0K0.04%+15+1.3%Added
Cape Cod Five Cents Savings Bank1,138$301.0K0.03%+1+0.1%Added
Busey Wealth Management1,134$300.0K0.01%+1,134New
Assetmark, Inc1,127$298.0K0.00%−68−5.7%Reduced
CAPROCK Group, Inc.1,117$295.0K0.03%+54+5.1%Added
Aurora Private Wealth, Inc.1,113$294.0K0.12%+1+0.1%Added
Sunbelt Securities, Inc.1,184$292.0K0.05%00.0%Unchanged
Hilltop Holdings Inc.1,101$291.0K0.03%+3+0.3%Added
First Business Financial Services, Inc.1,093$289.0K0.03%+78+7.7%Added
Sentry Investment Management LLC1,089$288.0K0.08%−159−12.7%Reduced
Spinnaker Trust1,085$287.0K0.02%−22−2.0%Reduced
Clearstead Advisors, LLC1,085$287.0K0.02%+124+12.9%Added
Compton Capital Management Inc1,070$283.0K0.08%00.0%Unchanged
Sawtooth Solutions, LLC1,072$283.0K0.04%+158+17.3%Added
Checchi Capital Advisers, LLC1,066$282.0K0.03%−15−1.4%Reduced
First Bank & Trust1,068$282.0K0.13%+50+4.9%Added
Wakefield Asset Management LLLP1,058$279.0K0.11%−13−1.2%Reduced
EPG Wealth Management LLC1,057$279.0K0.11%+49+4.9%Added
Courier Capital LLC1,052$278.0K0.03%00.0%Unchanged
Balasa Dinverno & Foltz LLC1,054$278.0K0.02%00.0%Unchanged
Hyman Charles D1,048$277.0K0.02%00.0%Unchanged
Renaissance Group LLC1,036$274.0K0.01%00.0%Unchanged
YHB Investment Advisors, Inc.1,033$273.0K0.02%00.0%Unchanged
Procyon Private Wealth Partners, LLC1,030$272.0K0.07%+51+5.2%Added
Harbour Investments, Inc.1,025$271.0K0.01%−4−0.4%Reduced
Personal Cfo Solutions, LLC1,018$269.0K0.06%−200−16.4%Reduced
Rockland Trust Co1,018$269.0K0.02%+4+0.4%Added
Federation des caisses Desjardins du Quebec1,008$266.0K0.00%−16−1.6%Reduced
Caisse de Depot Et Placement du Quebec1,000$264.0K0.00%00.0%Unchanged
Van Strum & Towne Inc.1,000$264.0K0.10%00.0%Unchanged
Fortis Advisors, LLC1,000$264.0K0.16%00.0%Unchanged
Brooks, Moore & Associates, Inc.1,000$264.0K0.17%00.0%Unchanged
Hengehold Capital Management LLC993$262.0K0.03%−21−2.1%Reduced
Beaton Management Co. Inc.991$262.0K0.17%00.0%Unchanged
Washington Trust Bank987$261.0K0.03%00.0%Unchanged
Lindbrook Capital, LLC988$261.0K0.07%00.0%Unchanged
Moody National Bank Trust Division986$261.0K0.00%+986New
Rothschild Investment Corp983$260.0K0.02%+983New
Tokio Marine Asset Management Co Ltd980$259.0K0.02%+39+4.1%Added
Stratos Wealth Advisors, LLC973$257.0K0.02%−109−10.1%Reduced
Lincoln National Corp972$257.0K0.01%+164+20.3%Added