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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 1,055 | $318.0K | 0.01% | +239+29.3% | Added |
| Stratos Wealth Advisors, LLC | 1,067 | $322.0K | 0.02% | +94+9.7% | Added |
| Compton Capital Management Inc | 1,070 | $323.0K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,071 | $323.0K | 0.00% | +1,071 | New |
| Spinnaker Trust | 1,085 | $327.0K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $330.0K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,099 | $332.0K | 0.12% | +42+4.0% | Added |
| Assetmark, Inc | 1,105 | $333.0K | 0.00% | −22−2.0% | Reduced |
| First Bank & Trust | 1,105 | $333.0K | 0.14% | +37+3.5% | Added |
| Wakefield Asset Management LLLP | 1,111 | $335.0K | 0.12% | +53+5.0% | Added |
| Karpas Strategies, LLC | 1,120 | $338.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,128 | $340.0K | 0.01% | −47−4.0% | Reduced |
| Aurora Private Wealth, Inc. | 1,132 | $341.0K | 0.15% | +19+1.7% | Added |
| Cape Cod Five Cents Savings Bank | 1,138 | $343.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,092 | $344.0K | 0.06% | −92−7.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,144 | $345.0K | 0.04% | +78+7.3% | Added |
| Benedetti & Gucer, Inc. | 1,148 | $346.0K | 0.23% | −136−10.6% | Reduced |
| Ergoteles LLC | 1,152 | $348.0K | 0.01% | −22,549−95.1% | Reduced |
| Trust Asset Management LLC | 1,155 | $348.0K | 0.04% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,155 | $348.0K | 0.12% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,152 | $348.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,170 | $353.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,170 | $353.0K | 0.01% | +288+32.7% | Added |
| Basepoint Wealth LLC | 1,171 | $353.2K | 0.35% | +1,171 | New |
| Wedbush Securities Inc | 1,177 | $355.0K | 0.02% | −74−5.9% | Reduced |
| Mark Stevens | 1,177 | $355.0K | 0.04% | −10−0.8% | Reduced |
| Clearstead Advisors, LLC | 1,178 | $355.0K | 0.02% | +93+8.6% | Added |
| Americana Partners, LLC | 1,186 | $357.0K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,190 | $359.0K | 0.02% | −53−4.3% | Reduced |
| Keel Point, LLC | 1,191 | $359.0K | 0.05% | +41+3.6% | Added |
| Transcend Wealth Collective, LLC | 1,190 | $359.0K | 0.03% | +1,190 | New |
| Weil Company, Inc. | 1,200 | $362.0K | 0.17% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,203 | $363.0K | 0.19% | −381−24.1% | Reduced |
| Kathmere Capital Management, LLC | 1,203 | $363.0K | 0.06% | −152−11.2% | Reduced |
| YHB Investment Advisors, Inc. | 1,203 | $363.0K | 0.03% | +170+16.5% | Added |
| Old North State Trust, LLC | 1,208 | $364.0K | 0.26% | +23+1.9% | Added |
| Wealthspire Advisors, LLC | 1,208 | $364.0K | 0.01% | +371+44.3% | Added |
| Ballentine Partners, LLC | 1,226 | $370.0K | 0.01% | +65+5.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,237 | $373.0K | 0.08% | +207+20.1% | Added |
| Krane Funds Advisors LLC | 1,239 | $374.0K | 0.01% | −309−20.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $375.0K | 0.11% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,245 | $376.0K | 0.35% | +1,245 | New |
| KMG Fiduciary Partners, LLC | 1,259 | $380.0K | 0.06% | −257−17.0% | Reduced |
| Alpha Paradigm Partners, LLC | 1,265 | $382.0K | 0.15% | −2,348−65.0% | Reduced |
| BLB&B Advisors, LLC | 1,273 | $384.0K | 0.02% | −75−5.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,295 | $391.0K | 0.00% | −4,503−77.7% | Reduced |
| Parallel Advisors, LLC | 1,302 | $393.0K | 0.01% | +83+6.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,305 | $394.0K | 0.09% | +492+60.5% | Added |
| Sofos Investments, Inc. | 2,718 | $402.0K | 0.03% | +2,717+271,700.0% | Added |
| JBF Capital, Inc. | 1,350 | $407.0K | 0.08% | −350−20.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,350 | $407.0K | 0.01% | −2−0.1% | Reduced |
| Perritt Capital Management Inc | 1,348 | $407.0K | 0.21% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,626 | $408.0K | 0.04% | −123−7.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,358 | $410.0K | 0.03% | +1,358 | New |
| Adviser Investments LLC | 1,367 | $412.0K | 0.03% | −20−1.4% | Reduced |
| CAPROCK Group, Inc. | 1,365 | $412.0K | 0.03% | +248+22.2% | Added |
| Lyell Wealth Management, LP | 1,380 | $416.0K | 0.05% | −84−5.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,389 | $419.0K | 0.02% | +42+3.1% | Added |
| Stratos Wealth Partners, LTD. | 1,392 | $420.0K | 0.01% | +86+6.6% | Added |
| One Wealth Advisors, LLC | 1,397 | $421.0K | 0.11% | −879−38.6% | Reduced |
| Wellington Shields Capital Management, LLC | 1,400 | $422.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,403 | $423.2K | 0.06% | +87+6.6% | Added |
| Vestcor Inc | 1,404 | $424.0K | 0.01% | −305−17.8% | Reduced |
| Prospera Financial Services Inc | 1,407 | $425.0K | 0.02% | +86+6.5% | Added |
| McLean Asset Management Corp | 1,318 | $433.0K | 0.17% | −68−4.9% | Reduced |
| Sunflower Bank, N.A. | 1,461 | $441.0K | 0.06% | +26+1.8% | Added |
| Coastal Bridge Advisors, LLC | 1,465 | $442.0K | 0.09% | +3+0.2% | Added |
| Tocqueville Asset Management L.P. | 1,469 | $443.0K | 0.01% | −520−26.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,467 | $443.0K | 0.01% | −65−4.2% | Reduced |
| Forum Financial Management, LP | 1,468 | $443.0K | 0.02% | +1,468 | New |
| Transform Wealth, LLC | 1,473 | $444.0K | 0.05% | −243−14.2% | Reduced |
| Eagle Global Advisors LLC | 1,490 | $449.0K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 1,488 | $449.0K | 0.01% | +545+57.8% | Added |
| CenterBook Partners LP | 1,491 | $450.0K | 0.26% | +1,491 | New |
| Estabrook Capital Management | 1,500 | $452.5K | 0.06% | 00.0% | Unchanged |
| Intersect Capital LLC | 1,503 | $453.0K | 0.08% | +85+6.0% | Added |
| WESPAC Advisors, LLC | 1,515 | $457.0K | 0.31% | −299−16.5% | Reduced |
| Belpointe Asset Management LLC | 1,524 | $460.0K | 0.03% | +94+6.6% | Added |
| Old Port Advisors | 1,450 | $463.0K | 0.16% | +123+9.3% | Added |
| Hancock Whitney Corp | 1,552 | $468.0K | 0.01% | +56+3.7% | Added |
| Ellevest, Inc. | 1,562 | $471.0K | 0.04% | +200+14.7% | Added |
| Fort Washington Investment Advisors Inc | 1,565 | $472.0K | 0.00% | −269−14.7% | Reduced |
| Coastline Trust Co | 1,585 | $478.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,596 | $481.0K | 0.44% | +1,596 | New |
| Grimes & Company, Inc. | 1,598 | $482.0K | 0.02% | −84−5.0% | Reduced |
| Citizens Financial Group Inc | 1,601 | $483.0K | 0.02% | −148−8.5% | Reduced |
| Grove Bank & Trust | 1,600 | $483.0K | 0.09% | 00.0% | Unchanged |
| Argent Trust Co | 1,604 | $484.0K | 0.03% | −16−1.0% | Reduced |
| Howard Capital Management Group, LLC | 1,609 | $485.0K | 0.04% | +214+15.3% | Added |
| Fort Point Capital Partners LLC | 1,615 | $487.0K | 0.07% | +5+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,630 | $492.0K | 0.04% | +50+3.2% | Added |
| Clarius Group, LLC | 1,647 | $497.0K | 0.04% | +49+3.1% | Added |
| Modera Wealth Management, LLC | 1,648 | $498.0K | 0.02% | +1,648 | New |
| Charter Oak Capital Management, LLC | 1,654 | $499.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,657 | $500.0K | 0.04% | −115−6.5% | Reduced |
| Johnson Financial Group, Inc. | 1,664 | $502.0K | 0.03% | −362−17.9% | Reduced |
| Resources Investment Advisors, LLC. | 1,672 | $504.0K | 0.02% | +33+2.0% | Added |
| HBK Sorce Advisory LLC | 1,681 | $507.0K | 0.03% | +6+0.4% | Added |
| Accel Wealth Management | 1,702 | $513.0K | 0.25% | +18+1.1% | Added |
| FORA Capital, LLC | 1,703 | $514.0K | 0.20% | +1,703 | New |