Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding Ameriprise Financial Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of AMP: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders92716987+76
Shares93.1M536.3K91.8M−739.7K (−0.8%)
Value$24.6B$141.8M$27.7B+$3.24B (+13.2%)

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (135)

Institutions that held Ameriprise Financial Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 135 by value.

Institutions new to AMP in Q4 2021
InstitutionSharesValue% of portfolio
Brandywine Global Investment Management, LLC91,199$27.5M0.20%
National Bank of Canada45,307$13.7M0.06%
Allspring Global Investments Holdings, LLC23,725$7.16M0.01%
Yousif Capital Management, LLC18,507$5.58M0.06%
Phase 2 Partners, LLC16,730$5.05M3.35%
Qube Research & Technologies Ltd15,348$4.63M0.04%
B. Metzler seel. Sohn & Co. AG8,623$2.60M0.03%
Weaver C. Barksdale & Associates, Inc.7,662$2.31M2.09%
Wright Investors Service Inc7,650$2.31M0.58%
TD Waterhouse Canada Inc.6,180$2.13M0.02%
Gator Capital Management, LLC6,825$2.06M1.49%
Donoghue Forlines LLC6,185$1.87M0.32%
Leverage Partners Absolute Return Fund SPC10,750$1.76M1.01%
NorthCrest Asset Manangement, LLC4,843$1.46M0.08%
Blueshift Asset Management, LLC4,561$1.38M0.12%
Tredje AP-fonden4,469$1.35M0.03%
Richard Bernstein Advisors LLC4,207$1.27M0.02%
Wellington Management Group LLP4,134$1.25M0.00%
Asset Allocation & Management Company, LLC3,499$1.06M0.36%
Teza Capital Management LLC3,460$1.04M0.28%
apricus wealth, LLC3,245$979.0K0.87%
LMR Partners LLP3,212$969.0K0.01%
Stevens Capital Management LP3,100$935.0K0.21%
Douglas Lane & Associates, LLC3,005$906.0K0.01%
Schechter Investment Advisors, LLC2,936$885.0K0.08%
M. Kulyk & Associates, LLC2,922$881.0K0.23%
Interchange Capital Partners, LLC2,809$847.0K0.85%
MorganRosel Wealth Management, LLC2,758$832.0K0.40%
Marks Group Wealth Management, Inc2,740$826.0K0.10%
Pinebridge Investments, L.P.2,711$818.0K0.01%
MQS Management LLC2,484$749.0K1.20%
BMS Financial Advisors, LLC2,426$732.0K0.47%
Engineers Gate Manager LP2,262$682.0K0.03%
Bellwether Advisors, LLC2,120$639.0K0.20%
Cavalier Investments, LLC2,031$613.0K0.16%
Empirical Asset Management, LLC1,974$595.0K0.57%
Coldstream Capital Management Inc1,960$591.0K0.02%
Prelude Capital Management, LLC1,956$590.0K0.03%
Duality Advisers, LP1,930$582.0K0.06%
Stonegate Investment Group, LLC1,908$576.0K0.02%
Northcape Wealth Management, LLC1,800$543.0K0.18%
Congress Wealth Management LLC1,761$532.0K0.01%
FORA Capital, LLC1,703$514.0K0.20%
Modera Wealth Management, LLC1,648$498.0K0.02%
Evergreen Wealth Solutions, LLC1,596$481.0K0.44%
CenterBook Partners LP1,491$450.0K0.26%
Forum Financial Management, LP1,468$443.0K0.02%
Washington Trust Advisors, Inc.1,358$410.0K0.03%
Kolinsky Wealth Management, LLC1,245$376.0K0.35%
Transcend Wealth Collective, LLC1,190$359.0K0.03%
Basepoint Wealth LLC1,171$353.2K0.35%
Fisher Asset Management, LLC1,071$323.0K0.00%
Oak Thistle LLC1,019$307.0K0.24%
Freestone Capital Holdings, LLC1,012$305.0K0.01%
Astrantus Ltd1,000$302.0K0.23%
Metis Global Partners, LLC993$300.0K0.08%
Fractal Investments LLC935$282.0K0.10%
Dorsey & Whitney Trust CO LLC912$276.0K0.02%
Boothbay Fund Management, LLC916$276.0K0.01%
Quent Capital, LLC908$274.0K0.06%
Paloma Partners Management Co900$271.0K0.01%
Neo Ivy Capital Management898$271.0K0.39%
Sequoia Financial Advisors, LLC885$267.0K0.01%
Moneta Group Investment Advisors LLC852$257.0K0.01%
EverSource Wealth Advisors, LLC818$247.0K0.07%
CWM, LLC814$246.0K0.00%
HB Wealth Management, LLC797$240.0K0.00%
Engine No. 1 LLC765$231.0K0.05%
ASB Consultores, LLC765$231.0K0.11%
Berkshire Asset Management LLC750$226.0K0.01%
Balentine LLC749$226.0K0.01%
Garrison Asset Management, LLC732$221.0K0.12%
Progressive Investment Management Corp720$217.0K0.06%
Marcum Wealth, LLC708$214.0K0.03%
Connectus Wealth, LLC706$213.0K0.01%
Alpine Woods Capital Investors, LLC700$211.0K0.02%
Argus Investors' Counsel, Inc.694$209.0K0.13%
Peapack Gladstone Financial Corp693$209.0K0.00%
First National Trust Co691$208.0K0.01%
Virtue Capital Management, LLC691$208.0K0.03%
Smith, Moore & Co.684$206.0K0.03%
Cornerstone Wealth Management, LLC681$206.0K0.02%
Trillium Asset Management, LLC676$204.0K0.00%
Sheaff Brock Investment Advisors, LLC675$204.0K0.02%
Valeo Financial Advisors, LLC677$204.0K0.01%
Whalerock Point Partners, LLC669$201.8K0.07%
Cornerstone Advisory, LLC430$130.0K0.02%
NuWave Investment Management, LLC418$126.0K0.14%
Fortitude Advisory Group L.L.C.411$124.0K0.06%
Desjardins Global Asset Management Inc.368$111.0K0.01%
Amplius Wealth Advisors, LLC323$97.0K0.01%
Tilia Fiduciary Partners, Inc.241$73.0K0.06%
United Community Bank234$70.6K0.07%
Industrial Alliance Investment Management Inc.224$68.0K0.00%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.220$66.0K0.03%
Castleview Partners, LLC16,892$56.0K0.00%
Covestor Ltd161$49.0K0.07%
Morton Brown Family Wealth, LLC159$48.0K0.04%
CVA Family Office, LLC155$47.0K0.01%
Selective Wealth Management, Inc.150$45.0K0.02%

Sold out (59)

Institutions that held Ameriprise Financial Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of AMP in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Prana Capital Management, LP86,607$22.9M
Basswood Capital Management, L.L.C.57,537$15.2M
AMP Capital Investors Ltd35,825$9.47M
M&G Investment Management Ltd18,393$4.86M
Citadel Advisors LLC15,618$4.13M
Tudor Investment Corp Et Al14,350$3.79M
Van Eck Associates Corp11,782$3.11M
Brookfield Asset Management Inc.9,043$2.39M
Alps Advisors Inc8,307$2.19M
Seven Eight Capital, LP6,200$1.64M
Harel Insurance Investments & Financial Services Ltd.5,773$1.52M
Northwest & Ethical Investments L.P.5,362$1.42M
Capula Management Ltd5,318$1.41M
Versor Investments LP4,600$1.22M
MUFG Securities EMEA plc4,000$1.06M
Howland Capital Management LLC3,415$902.0K
Nomura Holdings Inc2,882$774.0K
DRW Securities, LLC2,613$690.0K
Boston Financial Mangement LLC2,547$673.0K
Echo Street Capital Management LLC2,495$659.0K
Centiva Capital, LP2,042$539.0K
AGF Investments LLC1,905$503.0K
Winton Group Ltd1,649$436.0K
Bridgefront Capital, LLC1,404$371.0K
Meeder Asset Management Inc1,306$345.0K
Comerica Securities,inc.1,296$342.0K
St. Louis Trust Co1,268$335.0K
Sciencast Management LP1,175$324.0K
Shell Asset Management Co1,213$320.0K
Sentry Investment Management LLC1,089$288.0K
Group One Trading, L.P.947$250.0K
Fox Run Management, L.L.C.946$250.0K
Kore Private Wealth LLC858$227.0K
1832 Asset Management L.P.819$223.0K
Pallas Capital Advisors LLC709$220.0K
Mission Wealth Management, LP813$215.0K
Washington Trust Co808$213.0K
Logan Capital Management Inc800$211.0K
Global Retirement Partners, LLC776$205.0K
Arkadios Wealth Advisors586$154.0K
Liberty Wealth Management LLC338$97.0K
TD Ameritrade Investment Management, LLC551$85.0K
CX Institutional262$69.0K
D'Orazio & Associates, Inc.251$66.0K
Bartlett & Co. LLC241$64.0K
Bartlett & Co. Wealth Management LLC241$63.7K
Vaughan Nelson Investment Management, L.P.228$60.0K
Better Money Decisions, LLC110$29.0K
Gerber Kawasaki Wealth & Investment Management73$19.0K
Joseph P. Lucia & Associates, LLC66$17.0K
Kowal Investment Group, LLC50$13.0K
Meridian Wealth Partners, LLC43$12.0K
Tompkins Financial Corp40$11.0K
Resolute Partners Group29$8.00K
Atlas Private Wealth Advisors19$5.00K
Evolution Wealth Advisors, LLC15$4.00K
Sterling Financial Planning, Inc.10$3.00K
Dark Forest Capital Management LP11$3.00K
PEAK6 Investments LLC3$1.00K

Not filed for Q4 2021 yet (16)

Institutions that held Ameriprise Financial Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMP in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace Asia Ltd465,724$123.0M
Marshall Wace North America L.P.17,258$4.56M
Rinet Co LLC15,649$4.13M
Covenant Multifamily Offices, LLC11,584$3.16M
B. Metzler seel. Sohn & Co. Holding AG7,363$1.95M
TIAA Kaspick, LLC3,875$1.02M
World Asset Management Inc3,601$951.0K
HighPoint Advisor Group LLC2,459$649.0K
BBVA USA2,450$647.0K
Mid Atlantic Financial Management Inc1,883$497.0K
Eudaimonia Partners, LLC1,726$456.0K
Optimal Asset Management, Inc.1,400$370.0K
Berman Capital Advisors, LLC764$201.0K
Sonora Investment Management, LLC450$119.0K
Wealth Quarterback LLC86$23.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$13.2K