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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, Q1 2022

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2022. 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
997
+18 vs. Q4 2021
Shares held
91.6M
−154.2K (−0.2%) vs. Q4 2021
Total value
$27.5B
−$204.0M (−0.7%) vs. Q4 2021
New holders
92
338 more added
Sold out
74
362 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 997 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: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2022: $27.5B
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 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$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, Q1 2022

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2021.

Institutions holding AMP in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CFS Investment Advisory Services, LLC16,219$00.00%+16,219New
WestEnd Advisors, LLC–$3000.00%––
McCarthy Grittinger Financial Group, LLC1$3010.00%−3−75.0%Reduced
Old North State Trust, LLC1$4340.35%−1,207−99.9%Reduced
Adirondack Trust Co4$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$1.00K0.04%00.0%Unchanged
Surevest, LLC3$1.00K0.00%00.0%Unchanged
Curi Capital4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$1.00K0.00%+2+200.0%Added
TCTC Holdings, LLC2$1.00K0.00%+2New
PEAK6 Investments LLC3$1.00K0.00%+3New
SJS Investment Consulting Inc.2$1.00K0.00%+2New
Plante Moran Financial Advisors, LLC8$2.00K0.00%−49−86.0%Reduced
Advocacy Wealth Management Services, LLC7$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.00K0.00%00.0%Unchanged
Addison Advisors LLC7$2.00K0.00%+1+16.7%Added
Halpern Financial, Inc.7$2.10K0.00%00.0%Unchanged
Lee Financial Co10$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC11$3.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$3.60K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.00K0.00%−7−33.3%Reduced
Kayne Anderson Rudnick Investment Management LLC12$4.00K0.00%00.0%Unchanged
Schubert & Co14$4.00K0.00%+2+16.7%Added
GW&K Investment Management, LLC12$4.00K0.00%+12New
Disciplined Investments, LLC14$4.00K0.00%+14New
IAG Wealth Partners, LLC12$4.00K0.00%+12New
Versant Capital Management, Inc18$5.00K0.00%00.0%Unchanged
City State Bank17$5.00K0.00%00.0%Unchanged
Cardinal Capital Management, Inc.15$5.00K0.00%+15New
Raffa Wealth Management, LLC17$5.11K0.00%00.0%Unchanged
Raleigh Capital Management Inc.21$6.00K0.00%−2−8.7%Reduced
Toth Financial Advisory Corp20$6.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$6.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$6.00K0.00%00.0%Unchanged
Capital Management Associates20$6.00K0.01%+20New
MCF Advisors LLC20$6.00K0.00%+20New
ClariVest Asset Management LLC24$7.00K0.00%00.0%Unchanged
Bank of New Hampshire23$7.00K0.00%+23New
Cascade Investment Advisors, Inc.25$7.51K0.00%+25New
South State Corp.26$8.00K0.00%00.0%Unchanged
NewSquare Capital LLC26$8.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC25$8.00K0.00%00.0%Unchanged
Mechanics Financial Corp25$8.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC25$8.00K0.00%+1+4.2%Added
Cordant, Inc.25$8.00K0.00%+25New
City Holding Co30$9.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$9.00K0.00%00.0%Unchanged
Leonteq Securities AG33$9.91K0.00%+33New
Cedar Wealth Management, LLC33$10.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC33$10.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd33$10.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.35$11.0K0.00%−35−50.0%Reduced
Bedel Financial Consulting, Inc.35$11.0K0.00%−12−25.5%Reduced
Earnest Partners LLC37$11.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC36$11.0K0.01%−2−5.3%Reduced
Howe & Rusling Inc36$11.0K0.00%+2+5.9%Added
Allworth Financial LP35$11.0K0.00%+3+9.4%Added
Newbridge Financial Services Group, Inc.37$11.0K0.01%+37New
Tarbox Family Office, Inc.41$12.0K0.00%−100−70.9%Reduced
First Personal Financial Services40$12.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P44$13.0K0.00%+9+25.7%Added
Solstein Capital, LLC46$14.0K0.01%00.0%Unchanged
Key Financial Inc47$14.0K0.01%00.0%Unchanged
Clear Street Markets LLC45$14.0K0.00%+45New
Piscataqua Savings Bank50$15.0K0.01%−30−37.5%Reduced
Rockbridge Investment Management, LCC52$15.5K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.53$15.9K0.01%+10+23.3%Added
Private Ocean, LLC52$16.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC60$18.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC64$19.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.63$19.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.62$19.0K0.00%+8+14.8%Added
Concord Wealth Partners63$19.0K0.00%+28+80.0%Added
Sandy Spring Bank67$20.0K0.00%+30+81.1%Added
Joseph P. Lucia & Associates, LLC66$20.0K0.01%+66New
Kings Point Capital Management69$21.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc69$21.0K0.00%00.0%Unchanged
Emfo, LLC76$23.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC78$23.0K0.00%+6+8.3%Added
Twin Lakes Capital Management, LLC78$24.0K0.01%00.0%Unchanged
PrairieView Partners, LLC86$26.0K0.00%−27−23.9%Reduced
Cranbrook Wealth Management, LLC85$26.0K0.01%00.0%Unchanged
Asset Dedication, LLC86$26.0K0.00%+4+4.9%Added
Glassman Wealth Services88$26.0K0.00%+9+11.4%Added
PFS Partners, LLC95$28.5K0.02%00.0%Unchanged
Close Asset Management Ltd95$29.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.102$30.0K0.00%00.0%Unchanged
Norway Savings Bank100$30.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc112$34.0K0.04%00.0%Unchanged
Fieldpoint Private Securities, LLC113$34.0K0.01%+20+21.5%Added
Evoke Wealth, LLC116$35.0K0.00%+10+9.4%Added
Brown Brothers Harriman & Co126$38.0K0.00%+65+106.6%Added
Zullo Investment Group, Inc.130$39.0K0.02%−10−7.1%Reduced
JNBA Financial Advisors137$41.0K0.01%−9−6.2%Reduced
DeDora Capital, Inc.136$41.0K0.02%+136New
Financial Perspectives, Inc137$41.0K0.02%00.0%Unchanged
West Paces Advisors Inc.142$42.7K0.01%−19−11.8%Reduced
Bogart Wealth, LLC144$43.0K0.00%−76−34.5%Reduced
Arlington Partners LLC147$44.0K0.01%00.0%Unchanged