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 |
|---|---|---|---|---|---|
| Clean Yield Group | 266 | $70.0K | 0.02% | +266 | New |
| Central Bank & Trust Co | 260 | $69.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $69.0K | 0.02% | −2−0.8% | Reduced |
| McIlrath & Eck, LLC | 261 | $69.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 262 | $69.0K | 0.01% | +42+19.1% | Added |
| Reilly Financial Advisors, LLC | 252 | $66.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $66.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 251 | $66.0K | 0.02% | +251 | New |
| Pinnacle Bancorp, Inc. | 245 | $65.0K | 0.03% | −38−13.4% | Reduced |
| Bartlett & Co. LLC | 241 | $64.0K | 0.00% | −5−2.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 244 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 241 | $63.7K | 0.00% | −5−2.0% | Reduced |
| Spire Wealth Management | 235 | $62.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 224 | $60.0K | 0.04% | +86+62.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 228 | $60.0K | 0.00% | +228 | New |
| Bogart Wealth, LLC | 220 | $58.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 209 | $55.0K | 0.01% | −8−3.7% | Reduced |
| NEXT Financial Group, Inc | 206 | $55.0K | 0.00% | +22+12.0% | Added |
| Motco | 205 | $54.0K | 0.00% | −131−39.0% | Reduced |
| AdvisorNet Financial, Inc | 203 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 203 | $54.0K | 0.00% | +52+34.4% | Added |
| Proequities, Inc. | 206 | $54.0K | 0.00% | +155+303.9% | Added |
| Advisors Asset Management, Inc. | 200 | $53.0K | 0.00% | −8,238−97.6% | Reduced |
| First Financial Corp | 200 | $53.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $53.0K | 0.00% | −1−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $52.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $50.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 189 | $49.9K | 0.03% | −46,798−99.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $48.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 180 | $47.5K | 0.00% | +180 | New |
| Brewin Dolphin Ltd | 178 | $47.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 174 | $46.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 169 | $45.0K | 0.01% | +11+7.0% | Added |
| Lowe Wealth Advisors, LLC | 167 | $44.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $40.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $40.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 151 | $39.9K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 145 | $38.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 145 | $38.0K | 0.02% | +20+16.0% | Added |
| Tarbox Family Office, Inc. | 141 | $37.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 136 | $36.1K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 137 | $36.0K | 0.02% | +100+270.3% | Added |
| JNBA Financial Advisors | 133 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 120 | $31.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 112 | $30.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $30.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 110 | $29.0K | 0.02% | −6−5.2% | Reduced |
| Evoke Wealth, LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 93 | $25.0K | 0.01% | −22−19.1% | Reduced |
| Close Asset Management Ltd | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 86 | $23.0K | 0.02% | +1+1.2% | Added |
| Fred Alger Management, LLC | 87 | $23.0K | 0.00% | +87 | New |
| Cranbrook Wealth Management, LLC | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $21.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 78 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $21.0K | 0.01% | +78 | New |
| Roble, Belko & Company, Inc | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 76 | $20.0K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 73 | $19.0K | 0.00% | +73 | New |
| Sterling Investment Advisors, Ltd. | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 66 | $17.0K | 0.00% | −1,347−95.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 66 | $17.0K | 0.01% | −9−12.0% | Reduced |
| Jones Financial Companies LLLP | 66 | $17.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 64 | $17.0K | 0.00% | +64 | New |
| Brown Brothers Harriman & Co | 61 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $14.0K | 0.00% | −49−48.5% | Reduced |
| Rockbridge Investment Management, LCC | 52 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $14.0K | 0.00% | +28+112.0% | Added |
| Hanson & Doremus Investment Management | 53 | $14.0K | 0.00% | +53 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $13.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 51 | $13.0K | 0.00% | +6+13.3% | Added |
| Kowal Investment Group, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Key Financial Inc | 47 | $12.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 43 | $12.0K | 0.00% | +43 | New |
| Optiver Holding B.V. | 45 | $12.0K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 43 | $11.4K | 0.00% | +1+2.4% | Added |
| First Personal Financial Services | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 40 | $11.0K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 38 | $10.0K | 0.01% | −10−20.8% | Reduced |
| Earnest Partners LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 35 | $9.00K | 0.00% | −11−23.9% | Reduced |
| Bedel Financial Consulting, Inc. | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $8.00K | 0.00% | +4+14.8% | Added |
| Resolute Partners Group | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $7.00K | 0.00% | −34−56.7% | Reduced |
| Exchange Traded Concepts, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24 | $6.00K | 0.00% | +3+14.3% | Added |
| Sugarloaf Wealth Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |