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 |
|---|---|---|---|---|---|
| Estate Counselors, LLC | 5,445 | $1.64M | 0.20% | +60+1.1% | Added |
| Colony Group LLC | 5,338 | $1.61M | 0.03% | +25+0.5% | Added |
| 17 Capital Partners, LLC | 5,272 | $1.59M | 1.45% | −345−6.1% | Reduced |
| Graypoint LLC | 5,184 | $1.56M | 0.16% | +91+1.8% | Added |
| Impax Asset Management Group plc | 5,128 | $1.55M | 0.01% | −140−2.7% | Reduced |
| FDx Advisors, Inc. | 5,058 | $1.53M | 0.04% | −1,081−17.6% | Reduced |
| Fifth Third Bancorp | 5,047 | $1.52M | 0.01% | +1,202+31.3% | Added |
| Algert Global LLC | 5,002 | $1.51M | 0.19% | +2,256+82.2% | Added |
| United Capital Financial Advisers, LLC | 4,989 | $1.50M | 0.01% | −578−10.4% | Reduced |
| Gotham Asset Management, LLC | 4,899 | $1.48M | 0.05% | −214−4.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,843 | $1.46M | 0.08% | +4,843 | New |
| Umb Bank N A | 4,800 | $1.45M | 0.02% | +2,972+162.6% | Added |
| 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 |
| BKD Wealth Advisors, LLC | 4,747 | $1.43M | 0.06% | −37−0.8% | Reduced |
| Huntington National Bank | 4,736 | $1.43M | 0.01% | −7−0.1% | Reduced |
| Thomas White International Ltd | 4,717 | $1.42M | 0.22% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,682 | $1.41M | 0.09% | +3,161+207.8% | Added |
| Financial Partners Capital Management LLC | 4,600 | $1.39M | 0.25% | −175−3.7% | Reduced |
| Squarepoint Ops LLC | 4,581 | $1.38M | 0.01% | +2,362+106.4% | Added |
| Ontario Teachers Pension Plan Board | 4,577 | $1.38M | 0.02% | +2,414+111.6% | Added |
| Blueshift Asset Management, LLC | 4,561 | $1.38M | 0.12% | +4,561 | New |
| Auxier Asset Management | 4,538 | $1.37M | 0.21% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,536 | $1.37M | 0.96% | +3,008+196.9% | Added |
| 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 |
| Montecito Bank & Trust | 4,453 | $1.34M | 0.24% | −32−0.7% | Reduced |
| MAI Capital Management | 4,450 | $1.34M | 0.02% | −10−0.2% | Reduced |
| Veritable, L.P. | 4,370 | $1.32M | 0.02% | +41+0.9% | Added |
| Steel Peak Wealth Management LLC | 4,358 | $1.31M | 0.08% | −1,438−24.8% | Reduced |
| Fiduciary Trust Co | 4,334 | $1.31M | 0.02% | −50−1.1% | 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 |
| Brinker Capital Investments, LLC | 4,253 | $1.28M | 0.02% | −1,013−19.2% | Reduced |
| Phoenix Holdings Ltd. | 4,194 | $1.28M | 0.02% | −1,117−21.0% | Reduced |
| Jacobi Capital Management LLC | 4,223 | $1.27M | 0.15% | +216+5.4% | 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 |
| DCM Advisors, LLC | 4,142 | $1.25M | 0.37% | +68+1.7% | Added |
| Savant Capital, LLC | 4,138 | $1.25M | 0.04% | +106+2.6% | Added |
| Wellington Management Group LLP | 4,134 | $1.25M | 0.00% | +4,134 | New |
| Palisade Asset Management, LLC | 4,029 | $1.22M | 0.14% | +20+0.5% | Added |
| Lido Advisors, LLC | 3,990 | $1.20M | 0.02% | +3+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 3,957 | $1.19M | 0.09% | −115−2.8% | Reduced |
| Tdam USA Inc. | 3,945 | $1.19M | 0.07% | +285+7.8% | Added |
| Beacon Pointe Advisors, LLC | 3,896 | $1.18M | 0.03% | +794+25.6% | Added |
| Prentice Wealth Management LLC | 3,843 | $1.16M | 0.54% | −42−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 3,833 | $1.16M | 0.09% | −760−16.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,822 | $1.15M | 0.01% | −17−0.4% | Reduced |
| US Asset Management LLC | 3,793 | $1.14M | 1.09% | −3−0.1% | Reduced |
| Norinchukin Bank, The | 3,776 | $1.14M | 0.01% | −118−3.0% | Reduced |
| Mutual Advisors, LLC | 3,768 | $1.14M | 0.06% | +13+0.3% | Added |
| Wetherby Asset Management Inc | 3,759 | $1.13M | 0.06% | +32+0.9% | Added |
| Summit Financial, LLC | 3,756 | $1.13M | 0.09% | +1,010+36.8% | 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 |
| Cresset Asset Management, LLC | 3,691 | $1.11M | 0.01% | +392+11.9% | Added |
| Vontobel Holding Ltd. | 3,628 | $1.10M | 0.01% | +102+2.9% | Added |
| Quadrant Capital Group LLC | 3,629 | $1.09M | 0.13% | +1,247+52.4% | Added |
| Central Trust Co | 3,609 | $1.09M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,576 | $1.08M | 0.07% | +340+10.5% | Added |
| Cambridge Trust Co | 3,511 | $1.06M | 0.03% | +173+5.2% | Added |
| Asset Allocation & Management Company, LLC | 3,499 | $1.06M | 0.36% | +3,499 | New |
| Skba Capital Management LLC | 3,495 | $1.05M | 0.20% | −17,235−83.1% | Reduced |
| Teza Capital Management LLC | 3,460 | $1.04M | 0.28% | +3,460 | New |
| Advisor Partners LLC | 3,427 | $1.03M | 0.06% | +56+1.7% | Added |
| TownSquare Capital, LLC | 3,415 | $1.03M | 0.03% | +361+11.8% | Added |
| AIA Group Ltd | 3,374 | $1.02M | 0.05% | +2,102+165.3% | Added |
| Chilton Investment Co LLC | 3,373 | $1.02M | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 3,368 | $1.02M | 0.07% | +226+7.2% | Added |
| HM Payson & Co | 3,335 | $1.01M | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,334 | $1.00M | 0.05% | +820+32.6% | Added |
| B. Riley Wealth Management, Inc. | 3,324 | $1.00M | 0.07% | +789+31.1% | Added |
| Veriti Management LLC | 3,309 | $998.0K | 0.13% | −9−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,299 | $995.0K | 0.06% | −101−3.0% | Reduced |
| apricus wealth, LLC | 3,245 | $979.0K | 0.87% | +3,245 | New |
| Guinness Asset Management LTD | 3,230 | $974.0K | 0.04% | +900+38.6% | Added |
| Stewart & Patten Co LLC | 3,223 | $972.0K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,218 | $971.0K | 0.01% | −1,889−37.0% | Reduced |
| LMR Partners LLP | 3,212 | $969.0K | 0.01% | +3,212 | New |
| Bradley Foster & Sargent Inc | 3,195 | $964.0K | 0.02% | +390+13.9% | Added |
| Altium Wealth Management LLC | 3,180 | $959.0K | 0.06% | +58+1.9% | Added |
| Stevens Capital Management LP | 3,100 | $935.0K | 0.21% | +3,100 | New |
| Federated Hermes, Inc. | 3,088 | $932.0K | 0.00% | −76−2.4% | Reduced |
| Gofen & Glossberg LLC | 3,022 | $912.0K | 0.02% | −59−1.9% | Reduced |
| Private Asset Management Inc | 3,007 | $907.0K | 0.11% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,005 | $906.0K | 0.01% | +3,005 | New |
| Kestra Private Wealth Services, LLC | 2,974 | $897.0K | 0.04% | −17−0.6% | Reduced |
| Manchester Capital Management LLC | 2,956 | $892.0K | 0.12% | +67+2.3% | Added |
| Schechter Investment Advisors, LLC | 2,936 | $885.0K | 0.08% | +2,936 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,929 | $884.0K | 0.08% | +12+0.4% | Added |
| Invst, LLC | 3,028 | $883.0K | 0.14% | −158−5.0% | Reduced |
| Everence Capital Management Inc | 2,920 | $881.0K | 0.07% | +1,380+89.6% | Added |
| M. Kulyk & Associates, LLC | 2,922 | $881.0K | 0.23% | +2,922 | New |
| Trust Co of Vermont | 2,881 | $869.0K | 0.05% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,872 | $866.0K | 0.07% | −40−1.4% | Reduced |
| Copperwynd Financial, LLC | 2,827 | $853.0K | 0.32% | −30−1.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,823 | $852.0K | 0.09% | +92+3.4% | Added |
| Ritholtz Wealth Management | 2,816 | $849.0K | 0.05% | −11−0.4% | Reduced |
| Interchange Capital Partners, LLC | 2,809 | $847.0K | 0.85% | +2,809 | New |