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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1,001 | $302.0K | 0.05% | +156+18.5% | Added |
| Astrantus Ltd | 1,000 | $302.0K | 0.23% | +1,000 | New |
| Metis Global Partners, LLC | 993 | $300.0K | 0.08% | +993 | New |
| Beaton Management Co. Inc. | 991 | $299.0K | 0.18% | 00.0% | Unchanged |
| Park National Corp | 990 | $299.0K | 0.01% | +100+11.2% | Added |
| Virtu Financial LLC | 989 | $298.0K | 0.03% | −1,671−62.8% | Reduced |
| Washington Trust Bank | 981 | $296.0K | 0.03% | −6−0.6% | Reduced |
| Lincoln National Corp | 973 | $293.0K | 0.01% | +1+0.1% | Added |
| Ibex Wealth Advisors | 956 | $288.0K | 0.05% | +51+5.6% | Added |
| Hilltop Holdings Inc. | 951 | $286.0K | 0.03% | −150−13.6% | Reduced |
| WealthTrust Axiom LLC | 950 | $286.0K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 946 | $285.0K | 0.00% | −938−49.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 936 | $282.0K | 0.02% | −118−11.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 935 | $282.0K | 0.01% | 00.0% | Unchanged |
| Fractal Investments LLC | 935 | $282.0K | 0.10% | +935 | New |
| Patriot Financial Group Insurance Agency, LLC | 920 | $278.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 912 | $276.0K | 0.02% | +912 | New |
| Boothbay Fund Management, LLC | 916 | $276.0K | 0.01% | +916 | New |
| Pinnacle Wealth Planning Services, Inc. | 911 | $275.0K | 0.06% | +99+12.2% | Added |
| Quent Capital, LLC | 908 | $274.0K | 0.06% | +908 | New |
| Evercore Wealth Management, LLC | 902 | $272.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 902 | $272.0K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 898 | $271.0K | 0.01% | −15−1.6% | Reduced |
| Paloma Partners Management Co | 900 | $271.0K | 0.01% | +900 | New |
| Neo Ivy Capital Management | 898 | $271.0K | 0.39% | +898 | New |
| Hamilton Capital, LLC | 894 | $270.0K | 0.02% | +85+10.5% | Added |
| Moody National Bank Trust Division | 890 | $269.0K | 0.01% | −96−9.7% | Reduced |
| Beck Mack & Oliver LLC | 889 | $268.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 889 | $268.0K | 0.02% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 889 | $268.0K | 0.07% | +7+0.8% | Added |
| Affinity Investment Advisors, LLC | 884 | $267.0K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 885 | $267.0K | 0.01% | +885 | New |
| Northwest Bancshares, Inc. | 882 | $266.0K | 0.05% | −625−41.5% | Reduced |
| Financial Advocates Investment Management | 880 | $265.0K | 0.02% | +1+0.1% | Added |
| Tectonic Advisors LLC | 880 | $265.0K | 0.05% | +79+9.9% | Added |
| New England Asset Management Inc | 873 | $263.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 876 | $263.0K | 0.01% | +58+7.1% | Added |
| Peoples Financial Services Corp. | 855 | $258.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 856 | $258.0K | 0.03% | +10+1.2% | Added |
| OneAscent Wealth Management LLC | 851 | $257.0K | 0.64% | −1,530−64.3% | Reduced |
| Moneta Group Investment Advisors LLC | 852 | $257.0K | 0.01% | +852 | New |
| Point72 Hong Kong Ltd | 847 | $256.0K | 0.02% | −3,790−81.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 850 | $256.0K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 842 | $254.0K | 0.00% | +98+13.2% | Added |
| Princeton Global Asset Management LLC | 840 | $253.0K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 830 | $251.0K | 0.01% | −304−26.8% | Reduced |
| Wade G W & Inc | 831 | $251.0K | 0.01% | +1+0.1% | Added |
| Harbour Investments, Inc. | 829 | $250.0K | 0.01% | −196−19.1% | Reduced |
| Hills Bank & Trust Co | 828 | $250.0K | 0.03% | −12−1.4% | Reduced |
| Geller Advisors LLC | 829 | $250.0K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $250.0K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 820 | $247.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 818 | $247.0K | 0.07% | +818 | New |
| CWM, LLC | 814 | $246.0K | 0.00% | +814 | New |
| Leavell Investment Management, Inc. | 812 | $245.0K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 802 | $242.0K | 0.02% | −100−11.1% | Reduced |
| V Wealth Advisors LLC | 801 | $242.0K | 0.04% | −30−3.6% | Reduced |
| Schulhoff & Co Inc | 800 | $241.0K | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 797 | $240.0K | 0.00% | +797 | New |
| Laurel Wealth Advisors, Inc. | 789 | $238.0K | 0.02% | +2+0.3% | Added |
| Rothschild Investment Corp | 783 | $236.0K | 0.02% | −200−20.3% | Reduced |
| Wintrust Investments LLC | 784 | $236.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 784 | $236.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 783 | $236.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 785 | $236.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 782 | $236.0K | 0.06% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 780 | $235.0K | 0.01% | −9−1.1% | Reduced |
| Concorde Asset Management, LLC | 777 | $234.0K | 0.14% | −2−0.3% | Reduced |
| Smithfield Trust Co | 771 | $232.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 767 | $231.0K | 0.01% | +532+226.4% | Added |
| Engine No. 1 LLC | 765 | $231.0K | 0.05% | +765 | New |
| ASB Consultores, LLC | 765 | $231.0K | 0.11% | +765 | New |
| First Nebraska Trust Co | 765 | $230.8K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 764 | $230.0K | 0.01% | +34+4.7% | Added |
| Burke & Herbert Bank & Trust Co | 752 | $227.0K | 0.13% | −79−9.5% | Reduced |
| Deseret Mutual Benefit Administrators | 748 | $226.0K | 0.04% | −56−7.0% | Reduced |
| Berkshire Asset Management LLC | 750 | $226.0K | 0.01% | +750 | New |
| Balentine LLC | 749 | $226.0K | 0.01% | +749 | New |
| Garrison Asset Management, LLC | 732 | $221.0K | 0.12% | +732 | New |
| Clifford Swan Investment Counsel LLC | 728 | $220.0K | 0.01% | −25−3.3% | Reduced |
| Shelton Capital Management | 721 | $217.0K | 0.01% | −49−6.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 719 | $217.0K | 0.01% | −43−5.6% | Reduced |
| Progressive Investment Management Corp | 720 | $217.0K | 0.06% | +720 | New |
| Marcum Wealth, LLC | 708 | $214.0K | 0.03% | +708 | New |
| Connectus Wealth, LLC | 706 | $213.0K | 0.01% | +706 | New |
| Capital Analysts, LLC | 703 | $212.0K | 0.01% | −80−10.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 700 | $211.0K | 0.02% | +700 | New |
| Argus Investors' Counsel, Inc. | 694 | $209.0K | 0.13% | +694 | New |
| Peapack Gladstone Financial Corp | 693 | $209.0K | 0.00% | +693 | New |
| Flagship Harbor Advisors, LLC | 688 | $208.0K | 0.02% | −333−32.6% | Reduced |
| First National Trust Co | 691 | $208.0K | 0.01% | +691 | New |
| Virtue Capital Management, LLC | 691 | $208.0K | 0.03% | +691 | New |
| Sierra Capital LLC | 684 | $206.0K | 0.03% | +44+6.9% | Added |
| Smith, Moore & Co. | 684 | $206.0K | 0.03% | +684 | New |
| Cornerstone Wealth Management, LLC | 681 | $206.0K | 0.02% | +681 | New |
| Focused Wealth Management, Inc | 675 | $204.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 676 | $204.0K | 0.00% | +676 | New |
| Sheaff Brock Investment Advisors, LLC | 675 | $204.0K | 0.02% | +675 | New |
| Valeo Financial Advisors, LLC | 677 | $204.0K | 0.01% | +677 | New |
| OneAscent Financial Services LLC | 673 | $203.0K | 0.39% | −1,238−64.8% | Reduced |