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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 700 | $211.0K | 0.02% | +700 | New |
| Capital Analysts, LLC | 703 | $212.0K | 0.01% | −80−10.2% | Reduced |
| Connectus Wealth, LLC | 706 | $213.0K | 0.01% | +706 | New |
| Marcum Wealth, LLC | 708 | $214.0K | 0.03% | +708 | New |
| Shelton Capital Management | 721 | $217.0K | 0.01% | −49−6.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 719 | $217.0K | 0.01% | −43−5.6% | Reduced |
| Progressive Investment Management Corp | 720 | $217.0K | 0.06% | +720 | New |
| Clifford Swan Investment Counsel LLC | 728 | $220.0K | 0.01% | −25−3.3% | Reduced |
| Garrison Asset Management, LLC | 732 | $221.0K | 0.12% | +732 | New |
| Deseret Mutual Benefit Administrators | 748 | $226.0K | 0.04% | −56−7.0% | Reduced |
| Berkshire Asset Management LLC | 750 | $226.0K | 0.01% | +750 | New |
| Balentine LLC | 749 | $226.0K | 0.01% | +749 | New |
| Burke & Herbert Bank & Trust Co | 752 | $227.0K | 0.13% | −79−9.5% | Reduced |
| Barrett Asset Management, LLC | 764 | $230.0K | 0.01% | +34+4.7% | Added |
| First Nebraska Trust Co | 765 | $230.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 767 | $231.0K | 0.01% | +532+226.4% | Added |
| Engine No. 1 LLC | 765 | $231.0K | 0.05% | +765 | New |
| ASB Consultores, LLC | 765 | $231.0K | 0.11% | +765 | New |
| Smithfield Trust Co | 771 | $232.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 777 | $234.0K | 0.14% | −2−0.3% | Reduced |
| Geneos Wealth Management Inc. | 780 | $235.0K | 0.01% | −9−1.1% | Reduced |
| Rothschild Investment Corp | 783 | $236.0K | 0.02% | −200−20.3% | Reduced |
| Wintrust Investments LLC | 784 | $236.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 784 | $236.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 783 | $236.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 785 | $236.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 782 | $236.0K | 0.06% | +3+0.4% | Added |
| Laurel Wealth Advisors, Inc. | 789 | $238.0K | 0.02% | +2+0.3% | Added |
| HB Wealth Management, LLC | 797 | $240.0K | 0.00% | +797 | New |
| Schulhoff & Co Inc | 800 | $241.0K | 0.10% | 00.0% | Unchanged |
| Sepio Capital, LP | 802 | $242.0K | 0.02% | −100−11.1% | Reduced |
| V Wealth Advisors LLC | 801 | $242.0K | 0.04% | −30−3.6% | Reduced |
| Leavell Investment Management, Inc. | 812 | $245.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 814 | $246.0K | 0.00% | +814 | New |
| Bryn Mawr Trust Co | 820 | $247.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 818 | $247.0K | 0.07% | +818 | New |
| Harbour Investments, Inc. | 829 | $250.0K | 0.01% | −196−19.1% | Reduced |
| Hills Bank & Trust Co | 828 | $250.0K | 0.03% | −12−1.4% | Reduced |
| Geller Advisors LLC | 829 | $250.0K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $250.0K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 830 | $251.0K | 0.01% | −304−26.8% | Reduced |
| Wade G W & Inc | 831 | $251.0K | 0.01% | +1+0.1% | Added |
| Princeton Global Asset Management LLC | 840 | $253.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 842 | $254.0K | 0.00% | +98+13.2% | Added |
| Point72 Hong Kong Ltd | 847 | $256.0K | 0.02% | −3,790−81.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 850 | $256.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 851 | $257.0K | 0.64% | −1,530−64.3% | Reduced |
| Moneta Group Investment Advisors LLC | 852 | $257.0K | 0.01% | +852 | New |
| Peoples Financial Services Corp. | 855 | $258.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 856 | $258.0K | 0.03% | +10+1.2% | Added |
| New England Asset Management Inc | 873 | $263.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 876 | $263.0K | 0.01% | +58+7.1% | Added |
| Financial Advocates Investment Management | 880 | $265.0K | 0.02% | +1+0.1% | Added |
| Tectonic Advisors LLC | 880 | $265.0K | 0.05% | +79+9.9% | Added |
| Northwest Bancshares, Inc. | 882 | $266.0K | 0.05% | −625−41.5% | Reduced |
| Affinity Investment Advisors, LLC | 884 | $267.0K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 885 | $267.0K | 0.01% | +885 | New |
| Beck Mack & Oliver LLC | 889 | $268.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 889 | $268.0K | 0.02% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 889 | $268.0K | 0.07% | +7+0.8% | Added |
| Moody National Bank Trust Division | 890 | $269.0K | 0.01% | −96−9.7% | Reduced |
| Hamilton Capital, LLC | 894 | $270.0K | 0.02% | +85+10.5% | Added |
| Becker Capital Management Inc | 898 | $271.0K | 0.01% | −15−1.6% | Reduced |
| Paloma Partners Management Co | 900 | $271.0K | 0.01% | +900 | New |
| Neo Ivy Capital Management | 898 | $271.0K | 0.39% | +898 | New |
| Evercore Wealth Management, LLC | 902 | $272.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 902 | $272.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 908 | $274.0K | 0.06% | +908 | New |
| Pinnacle Wealth Planning Services, Inc. | 911 | $275.0K | 0.06% | +99+12.2% | Added |
| Dorsey & Whitney Trust CO LLC | 912 | $276.0K | 0.02% | +912 | New |
| Boothbay Fund Management, LLC | 916 | $276.0K | 0.01% | +916 | New |
| Patriot Financial Group Insurance Agency, LLC | 920 | $278.0K | 0.05% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 936 | $282.0K | 0.02% | −118−11.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 935 | $282.0K | 0.01% | 00.0% | Unchanged |
| Fractal Investments LLC | 935 | $282.0K | 0.10% | +935 | New |
| Walleye Trading LLC | 946 | $285.0K | 0.00% | −938−49.8% | Reduced |
| Hilltop Holdings Inc. | 951 | $286.0K | 0.03% | −150−13.6% | Reduced |
| WealthTrust Axiom LLC | 950 | $286.0K | 0.09% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 956 | $288.0K | 0.05% | +51+5.6% | Added |
| Lincoln National Corp | 973 | $293.0K | 0.01% | +1+0.1% | Added |
| Washington Trust Bank | 981 | $296.0K | 0.03% | −6−0.6% | Reduced |
| Virtu Financial LLC | 989 | $298.0K | 0.03% | −1,671−62.8% | Reduced |
| Beaton Management Co. Inc. | 991 | $299.0K | 0.18% | 00.0% | Unchanged |
| Park National Corp | 990 | $299.0K | 0.01% | +100+11.2% | Added |
| Metis Global Partners, LLC | 993 | $300.0K | 0.08% | +993 | New |
| Van Strum & Towne Inc. | 1,000 | $302.0K | 0.11% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $302.0K | 0.18% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $302.0K | 0.18% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,001 | $302.0K | 0.05% | +156+18.5% | Added |
| Astrantus Ltd | 1,000 | $302.0K | 0.23% | +1,000 | New |
| Tokio Marine Asset Management Co Ltd | 1,004 | $303.0K | 0.02% | +24+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,008 | $303.9K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,012 | $305.0K | 0.01% | +1,012 | New |
| Rockland Trust Co | 1,018 | $307.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,019 | $307.0K | 0.24% | +1,019 | New |
| Hengehold Capital Management LLC | 1,036 | $312.0K | 0.04% | +43+4.3% | Added |
| Courier Capital LLC | 1,036 | $313.0K | 0.03% | −16−1.5% | Reduced |
| Renaissance Group LLC | 1,036 | $313.0K | 0.01% | 00.0% | Unchanged |
| Hyman Charles D | 1,048 | $316.0K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,054 | $318.0K | 0.00% | +151+16.7% | Added |