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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2,763 | $833.0K | 0.03% | +554+25.1% | Added |
| MorganRosel Wealth Management, LLC | 2,758 | $832.0K | 0.40% | +2,758 | New |
| Brookstone Capital Management | 2,598 | $830.0K | 0.01% | +803+44.7% | Added |
| First Commonwealth Financial Corp | 2,745 | $828.0K | 0.27% | +11+0.4% | Added |
| Advisor Resource Council | 2,741 | $827.0K | 0.06% | +911+49.8% | Added |
| Marks Group Wealth Management, Inc | 2,740 | $826.0K | 0.10% | +2,740 | New |
| Plimoth Trust Co LLC | 2,725 | $822.0K | 0.21% | −55−2.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,725 | $822.0K | 0.15% | +1,707+167.7% | Added |
| Pinebridge Investments, L.P. | 2,711 | $818.0K | 0.01% | +2,711 | New |
| RFG Advisory, LLC | 2,676 | $807.0K | 0.06% | +45+1.7% | Added |
| Fayez Sarofim & Co | 2,670 | $805.0K | 0.00% | +420+18.7% | Added |
| Diversified Trust Co | 2,660 | $802.0K | 0.03% | +1,378+107.5% | Added |
| TNF LLC | 2,437 | $801.0K | 0.34% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,630 | $793.0K | 0.11% | +275+11.7% | Added |
| Cigna Investments Inc | 2,547 | $769.0K | 0.06% | −979−27.8% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $764.0K | 0.40% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,501 | $754.0K | 0.38% | −122−4.7% | Reduced |
| Vectors Research Management, LLC | 2,500 | $754.0K | 0.16% | +20+0.8% | Added |
| HNP Capital LLC | 2,500 | $754.0K | 0.17% | +20+0.8% | Added |
| Cetera Advisor Networks LLC | 2,494 | $752.0K | 0.01% | −233−8.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,485 | $750.0K | 0.01% | +114+4.8% | Added |
| MQS Management LLC | 2,484 | $749.0K | 1.20% | +2,484 | New |
| Coastal Investment Advisors, Inc. | 2,467 | $744.0K | 0.16% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,452 | $740.0K | 0.08% | +1,380+128.7% | Added |
| Carroll Financial Associates, Inc. | 2,393 | $735.0K | 0.04% | +11+0.5% | Added |
| BMS Financial Advisors, LLC | 2,426 | $732.0K | 0.47% | +2,426 | New |
| Maven Securities LTD | 2,416 | $729.0K | 0.09% | +994+69.9% | Added |
| Gabelli Funds LLC | 2,400 | $724.0K | 0.00% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 2,400 | $724.0K | 0.30% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 2,401 | $724.0K | 0.30% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,363 | $713.0K | 0.11% | −4,502−65.6% | Reduced |
| Ci Investments Inc. | 2,356 | $711.0K | 0.00% | −1,176−33.3% | Reduced |
| Ossiam | 2,331 | $703.0K | 0.02% | −432−15.6% | Reduced |
| Snowden Capital Advisors LLC | 2,317 | $698.0K | 0.04% | −637−21.6% | Reduced |
| Independent Advisor Alliance | 2,269 | $685.0K | 0.03% | +334+17.3% | Added |
| Stokes Capital Advisors, LLC | 2,260 | $682.0K | 0.20% | +40+1.8% | Added |
| Engineers Gate Manager LP | 2,262 | $682.0K | 0.03% | +2,262 | New |
| National Asset Management, Inc. | 2,234 | $675.0K | 0.02% | +100+4.7% | Added |
| Ropes Wealth Advisors LLC | 2,208 | $666.0K | 0.12% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,208 | $666.0K | 0.02% | +992+81.6% | Added |
| Mairs & Power Inc | 2,175 | $656.0K | 0.01% | −187−7.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,152 | $652.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,156 | $650.0K | 0.01% | +575+36.4% | Added |
| Bellwether Advisors, LLC | 2,120 | $639.0K | 0.20% | +2,120 | New |
| Ancora Advisors, LLC | 2,093 | $631.0K | 0.02% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,092 | $631.0K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,086 | $629.0K | 0.06% | +18+0.9% | Added |
| AE Wealth Management LLC | 2,077 | $627.0K | 0.00% | +141+7.3% | Added |
| Empirical Finance, LLC | 2,033 | $613.0K | 0.07% | +500+32.6% | Added |
| Cavalier Investments, LLC | 2,031 | $613.0K | 0.16% | +2,031 | New |
| Integrated Wealth Concepts LLC | 2,029 | $612.0K | 0.02% | −206−9.2% | Reduced |
| D.A. Davidson & Co. | 2,026 | $611.0K | 0.01% | +323+19.0% | Added |
| Armstrong Shaw Associates Inc | 2,020 | $609.0K | 0.50% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,008 | $606.0K | 0.33% | +48+2.4% | Added |
| First Quadrant L P | 1,973 | $595.0K | 0.06% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,974 | $595.0K | 0.57% | +1,974 | New |
| Pennsylvania Capital Management Inc | 1,961 | $592.0K | 0.20% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,960 | $591.0K | 0.16% | +246+14.4% | Added |
| Coldstream Capital Management Inc | 1,960 | $591.0K | 0.02% | +1,960 | New |
| Prelude Capital Management, LLC | 1,956 | $590.0K | 0.03% | +1,956 | New |
| Cetera Advisors LLC | 1,933 | $583.0K | 0.01% | +42+2.2% | Added |
| Signaturefd, LLC | 1,929 | $582.0K | 0.02% | +201+11.6% | Added |
| Duality Advisers, LP | 1,930 | $582.0K | 0.06% | +1,930 | New |
| Front Barnett Associates LLC | 1,927 | $581.0K | 0.05% | −75−3.7% | Reduced |
| Stonegate Investment Group, LLC | 1,908 | $576.0K | 0.02% | +1,908 | New |
| Pensionfund DSM Netherlands | 1,900 | $573.0K | 0.07% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,896 | $572.0K | 0.07% | −1,407−42.6% | Reduced |
| IndexIQ Advisors LLC | 1,897 | $572.0K | 0.02% | −109−5.4% | Reduced |
| Synovus Financial Corp | 1,905 | $572.0K | 0.01% | +46+2.5% | Added |
| Greenleaf Trust | 1,885 | $569.0K | 0.01% | +40+2.2% | Added |
| Ieq Capital, LLC | 1,867 | $563.0K | 0.01% | −143−7.1% | Reduced |
| Eqis Capital Management, Inc. | 1,853 | $559.0K | 0.04% | −71−3.7% | Reduced |
| Insight Advisors, LLC | 1,842 | $556.0K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,843 | $556.0K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,844 | $556.0K | 0.01% | +273+17.4% | Added |
| Brown Advisory Securities, LLC | 1,827 | $551.0K | 0.23% | −1,835−50.1% | Reduced |
| Dodge & Cox | 1,827 | $551.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,811 | $546.0K | 0.08% | +823+83.3% | Added |
| Gibraltar Capital Management, Inc. | 1,801 | $543.0K | 0.25% | −906−33.5% | Reduced |
| Domani Wealth, LLC | 1,800 | $543.0K | 0.11% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,800 | $543.0K | 0.18% | +1,800 | New |
| Cetera Investment Advisers | 1,785 | $539.0K | 0.01% | +166+10.3% | Added |
| Banque Cantonale Vaudoise | 1,773 | $535.0K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,761 | $532.0K | 0.01% | +1,761 | New |
| ERn Financial, LLC | 1,750 | $528.0K | 0.12% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,742 | $525.0K | 0.02% | +160+10.1% | Added |
| Pointe Capital Management LLC | 1,723 | $520.0K | 0.33% | −87−4.8% | Reduced |
| FORA Capital, LLC | 1,703 | $514.0K | 0.20% | +1,703 | New |
| Accel Wealth Management | 1,702 | $513.0K | 0.25% | +18+1.1% | Added |
| HBK Sorce Advisory LLC | 1,681 | $507.0K | 0.03% | +6+0.4% | Added |
| Resources Investment Advisors, LLC. | 1,672 | $504.0K | 0.02% | +33+2.0% | Added |
| Johnson Financial Group, Inc. | 1,664 | $502.0K | 0.03% | −362−17.9% | Reduced |
| Appleton Partners Inc | 1,657 | $500.0K | 0.04% | −115−6.5% | Reduced |
| Charter Oak Capital Management, LLC | 1,654 | $499.0K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,648 | $498.0K | 0.02% | +1,648 | New |
| Clarius Group, LLC | 1,647 | $497.0K | 0.04% | +49+3.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,630 | $492.0K | 0.04% | +50+3.2% | Added |
| Fort Point Capital Partners LLC | 1,615 | $487.0K | 0.07% | +5+0.3% | Added |
| Howard Capital Management Group, LLC | 1,609 | $485.0K | 0.04% | +214+15.3% | Added |
| Argent Trust Co | 1,604 | $484.0K | 0.03% | −16−1.0% | Reduced |