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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 3,005 | $906.0K | 0.01% | +3,005 | New |
| Private Asset Management Inc | 3,007 | $907.0K | 0.11% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,022 | $912.0K | 0.02% | −59−1.9% | Reduced |
| Federated Hermes, Inc. | 3,088 | $932.0K | 0.00% | −76−2.4% | Reduced |
| Stevens Capital Management LP | 3,100 | $935.0K | 0.21% | +3,100 | New |
| Altium Wealth Management LLC | 3,180 | $959.0K | 0.06% | +58+1.9% | Added |
| Bradley Foster & Sargent Inc | 3,195 | $964.0K | 0.02% | +390+13.9% | Added |
| LMR Partners LLP | 3,212 | $969.0K | 0.01% | +3,212 | New |
| Panagora Asset Management Inc | 3,218 | $971.0K | 0.01% | −1,889−37.0% | Reduced |
| Stewart & Patten Co LLC | 3,223 | $972.0K | 0.15% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,230 | $974.0K | 0.04% | +900+38.6% | Added |
| apricus wealth, LLC | 3,245 | $979.0K | 0.87% | +3,245 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,299 | $995.0K | 0.06% | −101−3.0% | Reduced |
| Veriti Management LLC | 3,309 | $998.0K | 0.13% | −9−0.3% | Reduced |
| B. Riley Wealth Management, Inc. | 3,324 | $1.00M | 0.07% | +789+31.1% | Added |
| Achmea Investment Management B.V. | 3,334 | $1.00M | 0.05% | +820+32.6% | Added |
| HM Payson & Co | 3,335 | $1.01M | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 3,368 | $1.02M | 0.07% | +226+7.2% | Added |
| Chilton Investment Co LLC | 3,373 | $1.02M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 3,374 | $1.02M | 0.05% | +2,102+165.3% | Added |
| TownSquare Capital, LLC | 3,415 | $1.03M | 0.03% | +361+11.8% | Added |
| Advisor Partners LLC | 3,427 | $1.03M | 0.06% | +56+1.7% | Added |
| Teza Capital Management LLC | 3,460 | $1.04M | 0.28% | +3,460 | New |
| Skba Capital Management LLC | 3,495 | $1.05M | 0.20% | −17,235−83.1% | Reduced |
| Asset Allocation & Management Company, LLC | 3,499 | $1.06M | 0.36% | +3,499 | New |
| Cambridge Trust Co | 3,511 | $1.06M | 0.03% | +173+5.2% | Added |
| Siemens Fonds Invest GmbH | 3,576 | $1.08M | 0.07% | +340+10.5% | Added |
| Central Trust Co | 3,609 | $1.09M | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,629 | $1.09M | 0.13% | +1,247+52.4% | Added |
| Vontobel Holding Ltd. | 3,628 | $1.10M | 0.01% | +102+2.9% | Added |
| Cresset Asset Management, LLC | 3,691 | $1.11M | 0.01% | +392+11.9% | Added |
| Kinneret Advisory, LLC | 3,740 | $1.13M | 0.12% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,738 | $1.13M | 0.72% | +443+13.4% | Added |
| Summit Financial, LLC | 3,756 | $1.13M | 0.09% | +1,010+36.8% | Added |
| Wetherby Asset Management Inc | 3,759 | $1.13M | 0.06% | +32+0.9% | Added |
| Mutual Advisors, LLC | 3,768 | $1.14M | 0.06% | +13+0.3% | Added |
| Norinchukin Bank, The | 3,776 | $1.14M | 0.01% | −118−3.0% | Reduced |
| US Asset Management LLC | 3,793 | $1.14M | 1.09% | −3−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,822 | $1.15M | 0.01% | −17−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 3,833 | $1.16M | 0.09% | −760−16.5% | Reduced |
| Prentice Wealth Management LLC | 3,843 | $1.16M | 0.54% | −42−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,896 | $1.18M | 0.03% | +794+25.6% | Added |
| Tdam USA Inc. | 3,945 | $1.19M | 0.07% | +285+7.8% | Added |
| Redpoint Investment Management Pty Ltd | 3,957 | $1.19M | 0.09% | −115−2.8% | Reduced |
| Lido Advisors, LLC | 3,990 | $1.20M | 0.02% | +3+0.1% | Added |
| Palisade Asset Management, LLC | 4,029 | $1.22M | 0.14% | +20+0.5% | Added |
| Wellington Management Group LLP | 4,134 | $1.25M | 0.00% | +4,134 | New |
| Savant Capital, LLC | 4,138 | $1.25M | 0.04% | +106+2.6% | Added |
| DCM Advisors, LLC | 4,142 | $1.25M | 0.37% | +68+1.7% | Added |
| Peddock Capital Advisors, LLC | 4,206 | $1.27M | 0.42% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 4,207 | $1.27M | 0.02% | +4,207 | New |
| Jacobi Capital Management LLC | 4,223 | $1.27M | 0.15% | +216+5.4% | Added |
| Phoenix Holdings Ltd. | 4,194 | $1.28M | 0.02% | −1,117−21.0% | Reduced |
| Brinker Capital Investments, LLC | 4,253 | $1.28M | 0.02% | −1,013−19.2% | Reduced |
| Riverview Trust Co | 4,267 | $1.29M | 0.75% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,264 | $1.29M | 0.03% | +943+28.4% | Added |
| Fiduciary Trust Co | 4,334 | $1.31M | 0.02% | −50−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 4,358 | $1.31M | 0.08% | −1,438−24.8% | Reduced |
| Veritable, L.P. | 4,370 | $1.32M | 0.02% | +41+0.9% | Added |
| MAI Capital Management | 4,450 | $1.34M | 0.02% | −10−0.2% | Reduced |
| Montecito Bank & Trust | 4,453 | $1.34M | 0.24% | −32−0.7% | Reduced |
| First Hawaiian Bank | 4,470 | $1.35M | 0.04% | −1,842−29.2% | Reduced |
| Tredje AP-fonden | 4,469 | $1.35M | 0.03% | +4,469 | New |
| L2 Asset Management, LLC | 4,536 | $1.37M | 0.96% | +3,008+196.9% | Added |
| Auxier Asset Management | 4,538 | $1.37M | 0.21% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,561 | $1.38M | 0.12% | +4,561 | New |
| Ontario Teachers Pension Plan Board | 4,577 | $1.38M | 0.02% | +2,414+111.6% | Added |
| Squarepoint Ops LLC | 4,581 | $1.38M | 0.01% | +2,362+106.4% | Added |
| Financial Partners Capital Management LLC | 4,600 | $1.39M | 0.25% | −175−3.7% | Reduced |
| Trexquant Investment LP | 4,682 | $1.41M | 0.09% | +3,161+207.8% | Added |
| Thomas White International Ltd | 4,717 | $1.42M | 0.22% | 00.0% | Unchanged |
| Huntington National Bank | 4,736 | $1.43M | 0.01% | −7−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,747 | $1.43M | 0.06% | −37−0.8% | Reduced |
| Redwood Investment Management, LLC | 4,764 | $1.44M | 0.19% | −17,704−78.8% | Reduced |
| Oppenheimer & Co Inc | 4,764 | $1.44M | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 4,800 | $1.45M | 0.02% | +2,972+162.6% | Added |
| NorthCrest Asset Manangement, LLC | 4,843 | $1.46M | 0.08% | +4,843 | New |
| Gotham Asset Management, LLC | 4,899 | $1.48M | 0.05% | −214−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 4,989 | $1.50M | 0.01% | −578−10.4% | Reduced |
| Algert Global LLC | 5,002 | $1.51M | 0.19% | +2,256+82.2% | Added |
| Fifth Third Bancorp | 5,047 | $1.52M | 0.01% | +1,202+31.3% | Added |
| FDx Advisors, Inc. | 5,058 | $1.53M | 0.04% | −1,081−17.6% | Reduced |
| Impax Asset Management Group plc | 5,128 | $1.55M | 0.01% | −140−2.7% | Reduced |
| Graypoint LLC | 5,184 | $1.56M | 0.16% | +91+1.8% | Added |
| 17 Capital Partners, LLC | 5,272 | $1.59M | 1.45% | −345−6.1% | Reduced |
| Colony Group LLC | 5,338 | $1.61M | 0.03% | +25+0.5% | Added |
| Estate Counselors, LLC | 5,445 | $1.64M | 0.20% | +60+1.1% | Added |
| Interval Partners, LP | 5,479 | $1.65M | 0.11% | −15,115−73.4% | Reduced |
| TruWealth Advisors, LLC | 5,524 | $1.67M | 0.17% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,539 | $1.67M | 0.64% | −802−12.6% | Reduced |
| Covenant Partners, LLC | 5,551 | $1.68M | 0.62% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,572 | $1.68M | 0.06% | +357+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,614 | $1.69M | 0.03% | −92−1.6% | Reduced |
| MainStreet Investment Advisors LLC | 5,655 | $1.71M | 0.15% | −371−6.2% | Reduced |
| E. Ohman J:or Asset Management AB | 5,700 | $1.72M | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,695 | $1.72M | 0.02% | −4,871−46.1% | Reduced |
| Leisure Capital Management | 5,750 | $1.74M | 0.80% | −13−0.2% | Reduced |
| Kalos Management, Inc. | 5,730 | $1.76M | 0.48% | +374+7.0% | Added |
| Leverage Partners Absolute Return Fund SPC | 10,750 | $1.76M | 1.01% | +10,750 | New |
| Atom Investors LP | 5,853 | $1.77M | 0.49% | −9,441−61.7% | Reduced |