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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, Q4 2021

Institutional positions in Ameriprise Financial Inc as of Dec 31, 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
987
+76 vs. Q3 2021
Shares held
91.8M
−739.7K (−0.8%) vs. Q3 2021
Total value
$27.7B
+$3.24B (+13.2%) vs. Q3 2021
New holders
135
331 more added
Sold out
59
324 more reduced

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 987 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 heldQ4 2021: $27.7B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2021.

Institutions holding AMP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%+1New
WestEnd Advisors, LLC1$3010.00%––
Lazard Asset Management LLC4$1.00K0.00%−10,997−100.0%Reduced
USA Financial Portformulas Corp2$1.00K0.00%−3,119−99.9%Reduced
Adirondack Trust Co4$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$1.00K0.03%00.0%Unchanged
Surevest, LLC3$1.00K0.00%+3New
Curi Capital4$1.00K0.00%+4New
KB Financial Partners, LLC2$1.00K0.00%+2New
Credential Qtrade Securities Inc.4$1.21K0.00%+4New
McCarthy Grittinger Financial Group, LLC4$1.21K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC7$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.00K0.00%00.0%Unchanged
Core Alternative Capital6$2.00K0.00%+6New
Addison Advisors LLC6$2.00K0.00%+6New
Halpern Financial, Inc.7$2.11K0.00%+7New
Lee Financial Co10$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC11$3.00K0.00%00.0%Unchanged
Chilton Capital Management LLC11$3.00K0.00%+11New
Atlas Capital Advisors LLC12$3.62K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$4.00K0.00%00.0%Unchanged
Schubert & Co12$4.00K0.00%+12New
Versant Capital Management, Inc18$5.00K0.00%00.0%Unchanged
Edge Wealth Management LLC15$5.00K0.00%00.0%Unchanged
Larson Financial Group LLC17$5.00K0.00%+17New
City State Bank17$5.00K0.00%+17New
Raffa Wealth Management, LLC17$5.13K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$6.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$6.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc21$6.00K0.00%+7+50.0%Added
Ford Financial Group, LLC20$6.00K0.00%+20New
Ahl Investment Management, Inc.21$6.00K0.01%+21New
ClariVest Asset Management LLC24$7.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC24$7.00K0.00%+24New
Raleigh Capital Management Inc.23$7.00K0.01%+23New
South State Corp.26$8.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC26$8.00K0.00%00.0%Unchanged
NewSquare Capital LLC26$8.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC25$8.00K0.00%00.0%Unchanged
Mechanics Financial Corp25$8.00K0.00%+25New
CoreCap Advisors, LLC27$8.00K0.00%+27New
City Holding Co30$9.00K0.00%+30New
Tyler-Stone Wealth Management30$9.00K0.00%+30New
Brewin Dolphin Ltd33$10.0K0.00%−145−81.5%Reduced
Howe & Rusling Inc34$10.0K0.00%00.0%Unchanged
Allworth Financial LP32$10.0K0.00%+1+3.2%Added
Prestige Wealth Management Group LLC33$10.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC33$10.0K0.00%+12+57.1%Added
Earnest Partners LLC37$11.0K0.00%00.0%Unchanged
Sandy Spring Bank37$11.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC38$11.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P35$11.0K0.00%00.0%Unchanged
Concord Wealth Partners35$11.0K0.00%+30+600.0%Added
Stephens Consulting, LLC37$11.2K0.01%+37New
Optiver Holding B.V.45$12.0K0.00%00.0%Unchanged
First Personal Financial Services40$12.0K0.00%00.0%Unchanged
Rather & Kittrell, Inc.42$12.0K0.01%+42New
Sutton Wealth Advisors Inc.43$13.0K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC43$13.0K0.01%+43New
Solstein Capital, LLC46$14.0K0.01%00.0%Unchanged
Key Financial Inc47$14.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.47$14.0K0.00%+12+34.3%Added
Financial Management Professionals, Inc.54$16.0K0.00%+2+3.8%Added
Rockbridge Investment Management, LCC52$16.0K0.00%00.0%Unchanged
Private Ocean, LLC52$16.0K0.00%+52New
Plante Moran Financial Advisors, LLC57$17.0K0.00%+49+612.5%Added
Brown Brothers Harriman & Co61$18.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC60$18.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC64$19.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.63$19.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC66$20.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc69$21.0K0.00%−8−10.4%Reduced
Sterling Investment Advisors, Ltd.70$21.0K0.01%00.0%Unchanged
Kings Point Capital Management69$21.0K0.00%+69New
Beaird Harris Wealth Management, LLC70$21.0K0.01%+70New
JFS Wealth Advisors, LLC72$22.0K0.00%+19+35.8%Added
Emfo, LLC76$23.0K0.02%00.0%Unchanged
Twin Lakes Capital Management, LLC78$24.0K0.01%00.0%Unchanged
Piscataqua Savings Bank80$24.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc78$24.0K0.01%00.0%Unchanged
Glassman Wealth Services79$24.0K0.00%+28+54.9%Added
Asset Dedication, LLC82$25.0K0.00%−92−52.9%Reduced
Fred Alger Management, LLC87$26.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC85$26.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC93$28.0K0.01%00.0%Unchanged
PFS Partners, LLC95$28.7K0.02%+95New
Close Asset Management Ltd95$29.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC97$29.0K0.01%+97New
Norway Savings Bank100$30.0K0.01%−37−27.0%Reduced
Delta Asset Management LLC100$30.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.102$30.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$30.0K0.06%+100New
Evoke Wealth, LLC106$32.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.106$32.0K0.02%+106New
Equitec Proprietary Markets, LLC110$33.0K0.02%+110New
Pin Oak Investment Advisors Inc112$34.0K0.03%00.0%Unchanged
PrairieView Partners, LLC113$34.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.121$37.0K0.00%−82−40.4%Reduced