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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.

Institutional holdersQ4 2021: 987 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2021: $27.7B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2021.

Institutions holding AMP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Aua Capital Management, LLC670$202.0K0.12%00.0%Unchanged
Whalerock Point Partners, LLC669$201.8K0.07%+669New
IFP Advisors, Inc633$191.0K0.00%+3+0.5%Added
Covington Capital Management621$187.0K0.01%+120+24.0%Added
Dougherty Wealth Advisers LLC603$182.0K0.25%00.0%Unchanged
Thompson Siegel & Walmsley LLC542$163.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.508$153.0K0.01%+5+1.0%Added
Penserra Capital Management LLC508$153.0K0.00%+89+21.2%Added
Cordasco Financial Network500$151.0K0.09%−800−61.5%Reduced
Private Capital Group, LLC498$150.0K0.03%00.0%Unchanged
DuPont Capital Management Corp455$137.0K0.00%−13,011−96.6%Reduced
State of Wyoming452$136.0K0.06%+123+37.4%Added
Caldwell Trust Co450$135.7K0.02%+15+3.4%Added
Hexagon Capital Partners LLC441$133.0K0.03%00.0%Unchanged
Cornerstone Advisory, LLC430$130.0K0.02%+430New
HHM Wealth Advisors, LLC418$126.0K0.03%00.0%Unchanged
NuWave Investment Management, LLC418$126.0K0.14%+418New
BerganKDV Wealth Management, LLC410$124.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.411$124.0K0.06%+411New
American Portfolios Advisors398$120.2K0.00%+63+18.8%Added
Benjamin F. Edwards & Company, Inc.390$118.0K0.01%−1−0.3%Reduced
NEXT Financial Group, Inc392$118.0K0.01%+186+90.3%Added
TCI Wealth Advisors, Inc.378$114.0K0.02%−40−9.6%Reduced
Desjardins Global Asset Management Inc.368$111.0K0.01%+368New
FinTrust Capital Advisors, LLC365$110.0K0.03%+45+14.1%Added
Webster Bank, N. A.359$108.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.341$103.0K0.00%−148−30.3%Reduced
CoreFirst Bank & Trust332$100.0K0.06%−5−1.5%Reduced
Resources Management Corp330$100.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.331$100.0K0.01%+87+35.7%Added
Hudock, Inc.327$98.0K0.03%+207+172.5%Added
Amplius Wealth Advisors, LLC323$97.0K0.01%+323New
Tradition Wealth Management, LLC303$91.0K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich301$91.0K0.00%+101+50.5%Added
Kozak & Associates, Inc.327$89.0K0.06%00.0%Unchanged
Clean Yield Group291$88.0K0.03%+25+9.4%Added
Lenox Wealth Advisors, LLC276$83.0K0.01%+4+1.5%Added
Crewe Advisors LLC270$81.0K0.02%−12−4.3%Reduced
Kistler-Tiffany Companies, LLC270$81.0K0.02%00.0%Unchanged
Reilly Financial Advisors, LLC269$81.0K0.01%+17+6.7%Added
Laurel Wealth Advisors LLC265$80.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust261$79.0K0.02%+1+0.4%Added
McIlrath & Eck, LLC261$79.0K0.02%00.0%Unchanged
Central Bank & Trust Co260$78.0K0.01%00.0%Unchanged
Gables Capital Management Inc.250$75.0K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.245$74.0K0.03%00.0%Unchanged
Tilia Fiduciary Partners, Inc.241$73.0K0.06%+241New
United Community Bank234$70.6K0.07%+234New
Industrial Alliance Investment Management Inc.224$68.0K0.00%+224New
Proequities, Inc.223$67.0K0.00%+17+8.3%Added
Bogart Wealth, LLC220$66.0K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.220$66.0K0.03%+220New
AdvisorNet Financial, Inc216$65.0K0.00%+13+6.4%Added
FourThought Financial, LLC209$63.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC203$62.0K0.04%−21−9.4%Reduced
Motco205$62.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.200$60.3K0.00%00.0%Unchanged
First Financial Corp200$60.0K0.04%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA198$60.0K0.04%00.0%Unchanged
Harbor Investment Advisory, LLC191$58.0K0.01%00.0%Unchanged
Kelly Financial Services LLC189$57.0K0.03%00.0%Unchanged
Castleview Partners, LLC16,892$56.0K0.00%+16,892New
Loring Wolcott & Coolidge Fiduciary Advisors LLP181$55.0K0.00%+162+852.6%Added
Koshinski Asset Management, Inc.180$54.3K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.180$54.0K0.02%00.0%Unchanged
MV Capital Management, Inc.178$54.0K0.01%+9+5.3%Added
Lowe Wealth Advisors, LLC167$50.0K0.02%00.0%Unchanged
Covestor Ltd161$49.0K0.07%+161New
West Paces Advisors Inc.161$48.6K0.02%+10+6.6%Added
Morton Brown Family Wealth, LLC159$48.0K0.04%+159New
CVA Family Office, LLC155$47.0K0.01%+155New
West Branch Capital LLC153$46.0K0.02%00.0%Unchanged
Silvant Capital Management LLC152$46.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management153$46.0K0.01%+100+188.7%Added
Tortoise Investment Management, LLC150$45.0K0.01%00.0%Unchanged
Bray Capital Advisors150$45.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.150$45.0K0.02%+150New
Field & Main Bank145$44.0K0.03%00.0%Unchanged
Acima Private Wealth, LLC145$44.0K0.02%00.0%Unchanged
JNBA Financial Advisors146$44.0K0.01%+13+9.8%Added
Arlington Partners LLC147$44.0K0.01%+147New
Tarbox Family Office, Inc.141$43.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP138$42.0K0.00%+72+109.1%Added
Zullo Investment Group, Inc.140$42.0K0.02%+140New
Financial Perspectives, Inc137$41.2K0.02%+1+0.7%Added
Confluence Wealth Services, Inc.130$39.0K0.01%+130New
KRS Capital Management, LLC130$39.0K0.03%+130New
Hantz Financial Services, Inc.121$37.0K0.00%−82−40.4%Reduced
Pin Oak Investment Advisors Inc112$34.0K0.03%00.0%Unchanged
PrairieView Partners, LLC113$34.0K0.00%00.0%Unchanged
Equitec Proprietary Markets, LLC110$33.0K0.02%+110New
Evoke Wealth, LLC106$32.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.106$32.0K0.02%+106New
Norway Savings Bank100$30.0K0.01%−37−27.0%Reduced
Delta Asset Management LLC100$30.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.102$30.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$30.0K0.06%+100New
Close Asset Management Ltd95$29.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC97$29.0K0.01%+97New
PFS Partners, LLC95$28.7K0.02%+95New