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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 1,021 | $254.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 947 | $250.0K | 0.01% | −1,580−62.5% | Reduced |
| WealthTrust Axiom LLC | 950 | $250.0K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 946 | $250.0K | 0.16% | +946 | New |
| Stephens Inc | 943 | $249.0K | 0.00% | +40+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 935 | $247.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 920 | $243.0K | 0.04% | +11+1.2% | Added |
| Becker Capital Management Inc | 913 | $241.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 902 | $239.0K | 0.00% | −95−9.5% | Reduced |
| Driehaus Capital Management LLC | 903 | $239.0K | 0.00% | +903 | New |
| Ibex Wealth Advisors | 905 | $239.0K | 0.05% | +905 | New |
| Sepio Capital, LP | 902 | $238.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 902 | $238.0K | 0.02% | +22+2.5% | Added |
| Park National Corp | 890 | $235.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 889 | $235.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 889 | $234.0K | 0.02% | −10−1.1% | Reduced |
| Affinity Investment Advisors, LLC | 884 | $233.0K | 0.10% | −200−18.5% | Reduced |
| Mather Group, LLC. | 882 | $233.0K | 0.01% | −21−2.3% | Reduced |
| Oliver Luxxe Assets LLC | 882 | $233.0K | 0.06% | +882 | New |
| Financial Advocates Investment Management | 879 | $232.0K | 0.02% | +879 | New |
| New England Asset Management Inc | 873 | $231.0K | 0.00% | +873 | New |
| Clifford Swan Investment Counsel LLC | 753 | $230.0K | 0.01% | +753 | New |
| Kore Private Wealth LLC | 858 | $227.0K | 0.02% | +1+0.1% | Added |
| Peoples Financial Services Corp. | 855 | $226.0K | 0.10% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 850 | $225.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 845 | $223.0K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 846 | $223.0K | 0.03% | −3−0.4% | Reduced |
| 1832 Asset Management L.P. | 819 | $223.0K | 0.00% | +819 | New |
| Princeton Global Asset Management LLC | 840 | $222.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 840 | $222.0K | 0.03% | +80+10.5% | Added |
| Wealthspire Advisors, LLC | 837 | $221.0K | 0.00% | +837 | New |
| V Wealth Advisors LLC | 831 | $220.0K | 0.03% | −15−1.8% | Reduced |
| Pallas Capital Advisors LLC | 709 | $220.0K | 0.02% | −76−9.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 831 | $219.0K | 0.14% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $219.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 830 | $219.0K | 0.01% | +830 | New |
| Geller Advisors LLC | 829 | $219.0K | 0.05% | +829 | New |
| Bryn Mawr Trust Co | 820 | $217.0K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 816 | $216.0K | 0.01% | +816 | New |
| Horizon Investments, LLC | 818 | $215.0K | 0.01% | +818 | New |
| Mission Wealth Management, LP | 813 | $215.0K | 0.01% | +813 | New |
| Y-Intercept (Hong Kong) Ltd | 813 | $215.0K | 0.04% | +813 | New |
| Pinnacle Wealth Planning Services, Inc. | 812 | $214.0K | 0.05% | +5+0.6% | Added |
| Leavell Investment Management, Inc. | 812 | $214.0K | 0.02% | +812 | New |
| Hamilton Capital, LLC | 809 | $214.0K | 0.02% | +809 | New |
| Washington Trust Co | 808 | $213.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 804 | $212.0K | 0.04% | −333−29.3% | Reduced |
| Tectonic Advisors LLC | 801 | $212.0K | 0.04% | +801 | New |
| Geneos Wealth Management Inc. | 789 | $211.0K | 0.01% | −61−7.2% | Reduced |
| Logan Capital Management Inc | 800 | $211.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $211.0K | 0.10% | +800 | New |
| Laurel Wealth Advisors, Inc. | 787 | $208.0K | 0.04% | −16−2.0% | Reduced |
| Pinnacle Associates Ltd | 784 | $207.0K | 0.00% | −156−16.6% | Reduced |
| Capital Analysts, LLC | 783 | $207.0K | 0.01% | −8−1.0% | Reduced |
| Montag A & Associates Inc | 783 | $207.0K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 784 | $207.0K | 0.03% | +784 | New |
| Waldron Private Wealth LLC | 785 | $207.0K | 0.01% | +785 | New |
| Concorde Asset Management, LLC | 779 | $206.0K | 0.12% | +779 | New |
| Canal Capital Management, LLC | 779 | $206.0K | 0.06% | +779 | New |
| Global Retirement Partners, LLC | 776 | $205.0K | 0.02% | +25+3.3% | Added |
| Smithfield Trust Co | 771 | $203.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 770 | $203.0K | 0.01% | +770 | New |
| First Nebraska Trust Co | 765 | $202.1K | 0.03% | +765 | New |
| Berman Capital Advisors, LLC | 764 | $201.0K | 0.03% | +206+36.9% | Added |
| BOK Financial Private Wealth, Inc. | 762 | $201.0K | 0.02% | +762 | New |
| Whittier Trust Co | 744 | $196.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 730 | $193.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 675 | $178.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 670 | $177.0K | 0.11% | 00.0% | Unchanged |
| Sierra Capital LLC | 640 | $169.0K | 0.03% | +212+49.5% | Added |
| IFP Advisors, Inc | 630 | $166.0K | 0.00% | +45+7.7% | Added |
| Dougherty Wealth Advisers LLC | 603 | $159.0K | 0.24% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 586 | $154.0K | 0.02% | −28−4.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 542 | $143.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 503 | $133.0K | 0.01% | −9−1.8% | Reduced |
| Private Capital Group, LLC | 498 | $132.0K | 0.03% | −16−3.1% | Reduced |
| Covington Capital Management | 501 | $132.0K | 0.00% | +35+7.5% | Added |
| Parallax Volatility Advisers, L.P. | 489 | $129.0K | 0.00% | +489 | New |
| Sonora Investment Management, LLC | 450 | $119.0K | 0.01% | −76−14.4% | Reduced |
| Hexagon Capital Partners LLC | 441 | $116.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 435 | $114.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 418 | $110.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 419 | $110.0K | 0.00% | +39+10.3% | Added |
| TCI Wealth Advisors, Inc. | 418 | $110.0K | 0.02% | +54+14.8% | Added |
| BerganKDV Wealth Management, LLC | 410 | $108.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 391 | $103.0K | 0.01% | −100−20.4% | Reduced |
| Kozak & Associates, Inc. | 327 | $101.0K | 0.06% | +327 | New |
| Liberty Wealth Management LLC | 338 | $97.0K | 0.03% | +180+113.9% | Added |
| Webster Bank, N. A. | 359 | $95.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 337 | $89.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 335 | $88.5K | 0.00% | −1,090−76.5% | Reduced |
| Resources Management Corp | 330 | $87.0K | 0.01% | +25+8.2% | Added |
| State of Wyoming | 329 | $87.0K | 0.06% | +329 | New |
| FinTrust Capital Advisors, LLC | 320 | $85.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 551 | $85.0K | 0.00% | +498+939.6% | Added |
| Tradition Wealth Management, LLC | 303 | $80.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 282 | $74.0K | 0.02% | −3−1.1% | Reduced |
| Lenox Wealth Advisors, LLC | 272 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 270 | $71.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 265 | $70.0K | 0.02% | 00.0% | Unchanged |