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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| 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 |
| Grimes & Company, Inc. | 1,598 | $482.0K | 0.02% | −84−5.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,596 | $481.0K | 0.44% | +1,596 | New |
| Coastline Trust Co | 1,585 | $478.0K | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,565 | $472.0K | 0.00% | −269−14.7% | Reduced |
| Ellevest, Inc. | 1,562 | $471.0K | 0.04% | +200+14.7% | Added |
| Hancock Whitney Corp | 1,552 | $468.0K | 0.01% | +56+3.7% | Added |
| Old Port Advisors | 1,450 | $463.0K | 0.16% | +123+9.3% | Added |
| Belpointe Asset Management LLC | 1,524 | $460.0K | 0.03% | +94+6.6% | Added |
| WESPAC Advisors, LLC | 1,515 | $457.0K | 0.31% | −299−16.5% | Reduced |
| Intersect Capital LLC | 1,503 | $453.0K | 0.08% | +85+6.0% | Added |
| Estabrook Capital Management | 1,500 | $452.5K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,491 | $450.0K | 0.26% | +1,491 | New |
| 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 |
| Transform Wealth, LLC | 1,473 | $444.0K | 0.05% | −243−14.2% | Reduced |
| 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 |
| Coastal Bridge Advisors, LLC | 1,465 | $442.0K | 0.09% | +3+0.2% | Added |
| Sunflower Bank, N.A. | 1,461 | $441.0K | 0.06% | +26+1.8% | Added |
| McLean Asset Management Corp | 1,318 | $433.0K | 0.17% | −68−4.9% | Reduced |
| Prospera Financial Services Inc | 1,407 | $425.0K | 0.02% | +86+6.5% | Added |
| Vestcor Inc | 1,404 | $424.0K | 0.01% | −305−17.8% | Reduced |
| Focus Financial Network, Inc. | 1,403 | $423.2K | 0.06% | +87+6.6% | Added |
| Wellington Shields Capital Management, LLC | 1,400 | $422.0K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,397 | $421.0K | 0.11% | −879−38.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,392 | $420.0K | 0.01% | +86+6.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,389 | $419.0K | 0.02% | +42+3.1% | Added |
| Lyell Wealth Management, LP | 1,380 | $416.0K | 0.05% | −84−5.7% | Reduced |
| 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 |
| Washington Trust Advisors, Inc. | 1,358 | $410.0K | 0.03% | +1,358 | New |
| Csenge Advisory Group | 1,626 | $408.0K | 0.04% | −123−7.0% | Reduced |
| 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 |
| Sofos Investments, Inc. | 2,718 | $402.0K | 0.03% | +2,717+271,700.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,305 | $394.0K | 0.09% | +492+60.5% | Added |
| Parallel Advisors, LLC | 1,302 | $393.0K | 0.01% | +83+6.8% | Added |
| ExodusPoint Capital Management, LP | 1,295 | $391.0K | 0.00% | −4,503−77.7% | Reduced |
| BLB&B Advisors, LLC | 1,273 | $384.0K | 0.02% | −75−5.6% | Reduced |
| Alpha Paradigm Partners, LLC | 1,265 | $382.0K | 0.15% | −2,348−65.0% | Reduced |
| KMG Fiduciary Partners, LLC | 1,259 | $380.0K | 0.06% | −257−17.0% | Reduced |
| Kolinsky Wealth Management, LLC | 1,245 | $376.0K | 0.35% | +1,245 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $375.0K | 0.11% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,239 | $374.0K | 0.01% | −309−20.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,237 | $373.0K | 0.08% | +207+20.1% | Added |
| Ballentine Partners, LLC | 1,226 | $370.0K | 0.01% | +65+5.6% | 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 |
| 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 |
| Weil Company, Inc. | 1,200 | $362.0K | 0.17% | 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 |
| Americana Partners, LLC | 1,186 | $357.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Basepoint Wealth LLC | 1,171 | $353.2K | 0.35% | +1,171 | New |
| 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 |
| 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 |
| Benedetti & Gucer, Inc. | 1,148 | $346.0K | 0.23% | −136−10.6% | Reduced |
| Checchi Capital Advisers, LLC | 1,144 | $345.0K | 0.04% | +78+7.3% | Added |
| Sunbelt Securities, Inc. | 1,092 | $344.0K | 0.06% | −92−7.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,138 | $343.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,132 | $341.0K | 0.15% | +19+1.7% | Added |
| Pinnacle Financial Partners Inc | 1,128 | $340.0K | 0.01% | −47−4.0% | Reduced |
| Karpas Strategies, LLC | 1,120 | $338.0K | 0.11% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 1,111 | $335.0K | 0.12% | +53+5.0% | 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 |
| EPG Wealth Management LLC | 1,099 | $332.0K | 0.12% | +42+4.0% | Added |
| First Business Financial Services, Inc. | 1,093 | $330.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,085 | $327.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Advisors, LLC | 1,067 | $322.0K | 0.02% | +94+9.7% | Added |
| Driehaus Capital Management LLC | 1,054 | $318.0K | 0.00% | +151+16.7% | Added |
| Flputnam Investment Management Co | 1,055 | $318.0K | 0.01% | +239+29.3% | Added |
| Hyman Charles D | 1,048 | $316.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,036 | $313.0K | 0.03% | −16−1.5% | Reduced |
| Renaissance Group LLC | 1,036 | $313.0K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,036 | $312.0K | 0.04% | +43+4.3% | Added |
| Rockland Trust Co | 1,018 | $307.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,019 | $307.0K | 0.24% | +1,019 | New |
| Freestone Capital Holdings, LLC | 1,012 | $305.0K | 0.01% | +1,012 | New |
| Federation des caisses Desjardins du Quebec | 1,008 | $303.9K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,004 | $303.0K | 0.02% | +24+2.4% | Added |
| Van Strum & Towne Inc. | 1,000 | $302.0K | 0.11% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $302.0K | 0.18% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $302.0K | 0.18% | 00.0% | Unchanged |