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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
Pointe Capital Management LLC1,723$520.0K0.33%−87−4.8%Reduced
Profund Advisors LLC1,742$525.0K0.02%+160+10.1%Added
ERn Financial, LLC1,750$528.0K0.12%00.0%Unchanged
Congress Wealth Management LLC1,761$532.0K0.01%+1,761New
Banque Cantonale Vaudoise1,773$535.0K0.02%00.0%Unchanged
Cetera Investment Advisers1,785$539.0K0.01%+166+10.3%Added
Gibraltar Capital Management, Inc.1,801$543.0K0.25%−906−33.5%Reduced
Domani Wealth, LLC1,800$543.0K0.11%00.0%Unchanged
Northcape Wealth Management, LLC1,800$543.0K0.18%+1,800New
Lindbrook Capital, LLC1,811$546.0K0.08%+823+83.3%Added
Brown Advisory Securities, LLC1,827$551.0K0.23%−1,835−50.1%Reduced
Dodge & Cox1,827$551.0K0.00%00.0%Unchanged
Insight Advisors, LLC1,842$556.0K0.16%00.0%Unchanged
Essex Financial Services, Inc.1,843$556.0K0.05%00.0%Unchanged
EP Wealth Advisors, LLC1,844$556.0K0.01%+273+17.4%Added
Eqis Capital Management, Inc.1,853$559.0K0.04%−71−3.7%Reduced
Ieq Capital, LLC1,867$563.0K0.01%−143−7.1%Reduced
Greenleaf Trust1,885$569.0K0.01%+40+2.2%Added
IBM Retirement Fund1,896$572.0K0.07%−1,407−42.6%Reduced
IndexIQ Advisors LLC1,897$572.0K0.02%−109−5.4%Reduced
Synovus Financial Corp1,905$572.0K0.01%+46+2.5%Added
Pensionfund DSM Netherlands1,900$573.0K0.07%00.0%Unchanged
Stonegate Investment Group, LLC1,908$576.0K0.02%+1,908New
Front Barnett Associates LLC1,927$581.0K0.05%−75−3.7%Reduced
Signaturefd, LLC1,929$582.0K0.02%+201+11.6%Added
Duality Advisers, LP1,930$582.0K0.06%+1,930New
Cetera Advisors LLC1,933$583.0K0.01%+42+2.2%Added
Prelude Capital Management, LLC1,956$590.0K0.03%+1,956New
Journey Advisory Group, LLC1,960$591.0K0.16%+246+14.4%Added
Coldstream Capital Management Inc1,960$591.0K0.02%+1,960New
Pennsylvania Capital Management Inc1,961$592.0K0.20%00.0%Unchanged
First Quadrant L P1,973$595.0K0.06%00.0%Unchanged
Empirical Asset Management, LLC1,974$595.0K0.57%+1,974New
1776 Wealth LLC2,008$606.0K0.33%+48+2.4%Added
Armstrong Shaw Associates Inc2,020$609.0K0.50%00.0%Unchanged
D.A. Davidson & Co.2,026$611.0K0.01%+323+19.0%Added
Integrated Wealth Concepts LLC2,029$612.0K0.02%−206−9.2%Reduced
Empirical Finance, LLC2,033$613.0K0.07%+500+32.6%Added
Cavalier Investments, LLC2,031$613.0K0.16%+2,031New
AE Wealth Management LLC2,077$627.0K0.00%+141+7.3%Added
Kovack Advisors, Inc.2,086$629.0K0.06%+18+0.9%Added
Ancora Advisors, LLC2,093$631.0K0.02%+10.0%Added
Farmers & Merchants Trust Co of Long Beach2,092$631.0K0.15%00.0%Unchanged
Bellwether Advisors, LLC2,120$639.0K0.20%+2,120New
Gateway Investment Advisers LLC2,156$650.0K0.01%+575+36.4%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,152$652.0K0.05%00.0%Unchanged
Mairs & Power Inc2,175$656.0K0.01%−187−7.9%Reduced
Ropes Wealth Advisors LLC2,208$666.0K0.12%00.0%Unchanged
Toroso Investments, LLC2,208$666.0K0.02%+992+81.6%Added
National Asset Management, Inc.2,234$675.0K0.02%+100+4.7%Added
Stokes Capital Advisors, LLC2,260$682.0K0.20%+40+1.8%Added
Engineers Gate Manager LP2,262$682.0K0.03%+2,262New
Independent Advisor Alliance2,269$685.0K0.03%+334+17.3%Added
Snowden Capital Advisors LLC2,317$698.0K0.04%−637−21.6%Reduced
Ossiam2,331$703.0K0.02%−432−15.6%Reduced
Ci Investments Inc.2,356$711.0K0.00%−1,176−33.3%Reduced
Enterprise Financial Services Corp2,363$713.0K0.11%−4,502−65.6%Reduced
Gabelli Funds LLC2,400$724.0K0.00%00.0%Unchanged
Pettee Investors, Inc.2,400$724.0K0.30%00.0%Unchanged
Cito Capital Group, LLC2,401$724.0K0.30%00.0%Unchanged
Maven Securities LTD2,416$729.0K0.09%+994+69.9%Added
BMS Financial Advisors, LLC2,426$732.0K0.47%+2,426New
Carroll Financial Associates, Inc.2,393$735.0K0.04%+11+0.5%Added
Sawtooth Solutions, LLC2,452$740.0K0.08%+1,380+128.7%Added
Coastal Investment Advisors, Inc.2,467$744.0K0.16%00.0%Unchanged
MQS Management LLC2,484$749.0K1.20%+2,484New
Buckingham Strategic Wealth, LLC2,485$750.0K0.01%+114+4.8%Added
Cetera Advisor Networks LLC2,494$752.0K0.01%−233−8.5%Reduced
Sound Financial Strategies Group, LLC2,501$754.0K0.38%−122−4.7%Reduced
Vectors Research Management, LLC2,500$754.0K0.16%+20+0.8%Added
HNP Capital LLC2,500$754.0K0.17%+20+0.8%Added
Brendel Financial Advisors LLC2,534$764.0K0.40%00.0%Unchanged
Cigna Investments Inc2,547$769.0K0.06%−979−27.8%Reduced
Penobscot Investment Management Company, Inc.2,630$793.0K0.11%+275+11.7%Added
TNF LLC2,437$801.0K0.34%00.0%Unchanged
Diversified Trust Co2,660$802.0K0.03%+1,378+107.5%Added
Fayez Sarofim & Co2,670$805.0K0.00%+420+18.7%Added
RFG Advisory, LLC2,676$807.0K0.06%+45+1.7%Added
Pinebridge Investments, L.P.2,711$818.0K0.01%+2,711New
Plimoth Trust Co LLC2,725$822.0K0.21%−55−2.0%Reduced
Personal Cfo Solutions, LLC2,725$822.0K0.15%+1,707+167.7%Added
Marks Group Wealth Management, Inc2,740$826.0K0.10%+2,740New
Advisor Resource Council2,741$827.0K0.06%+911+49.8%Added
First Commonwealth Financial Corp2,745$828.0K0.27%+11+0.4%Added
Brookstone Capital Management2,598$830.0K0.01%+803+44.7%Added
MorganRosel Wealth Management, LLC2,758$832.0K0.40%+2,758New
Simplex Trading, LLC2,763$833.0K0.03%+554+25.1%Added
Interchange Capital Partners, LLC2,809$847.0K0.85%+2,809New
Ritholtz Wealth Management2,816$849.0K0.05%−11−0.4%Reduced
Baker Tilly Wealth Management, LLC2,823$852.0K0.09%+92+3.4%Added
Copperwynd Financial, LLC2,827$853.0K0.32%−30−1.1%Reduced
Meristem Family Wealth, LLC2,872$866.0K0.07%−40−1.4%Reduced
Trust Co of Vermont2,881$869.0K0.05%00.0%Unchanged
Everence Capital Management Inc2,920$881.0K0.07%+1,380+89.6%Added
M. Kulyk & Associates, LLC2,922$881.0K0.23%+2,922New
Invst, LLC3,028$883.0K0.14%−158−5.0%Reduced
Kentucky Retirement Systems Insurance Trust Fund2,929$884.0K0.08%+12+0.4%Added
Schechter Investment Advisors, LLC2,936$885.0K0.08%+2,936New
Manchester Capital Management LLC2,956$892.0K0.12%+67+2.3%Added
Kestra Private Wealth Services, LLC2,974$897.0K0.04%−17−0.6%Reduced