Skip to main content

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
Acima Private Wealth, LLC145$44.0K0.02%00.0%Unchanged
Evermay Wealth Management LLC146$44.0K0.01%+80+121.2%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%00.0%Unchanged
Hantz Financial Services, Inc.150$45.0K0.00%+29+24.0%Added
Hanson & Doremus Investment Management153$46.0K0.01%00.0%Unchanged
West Branch Capital LLC153$46.0K0.02%00.0%Unchanged
Silvant Capital Management LLC152$46.0K0.01%00.0%Unchanged
Cutler Group LP154$46.0K0.00%+154New
Morton Brown Family Wealth, LLC159$48.0K0.04%00.0%Unchanged
Tompkins Financial Corp159$48.0K0.01%+159New
Montag A & Associates Inc165$50.0K0.00%−618−78.9%Reduced
Lowe Wealth Advisors, LLC167$50.0K0.02%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP181$54.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.180$54.0K0.02%00.0%Unchanged
Koshinski Asset Management, Inc.180$54.1K0.00%00.0%Unchanged
Kelly Financial Services LLC189$56.8K0.03%00.0%Unchanged
Harbor Investment Advisory, LLC191$57.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC241$57.3K0.00%+241New
Covestor Ltd193$58.0K0.04%+32+19.9%Added
Cumberland Partners Ltd193$58.0K0.00%+193New
Farmers & Merchants Trust Co of Chambersburg PA198$59.0K0.04%00.0%Unchanged
First Financial Corp200$60.0K0.04%00.0%Unchanged
MV Capital Management, Inc.202$61.0K0.01%+24+13.5%Added
Motco205$62.0K0.00%00.0%Unchanged
FourThought Financial, LLC209$63.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP209$63.0K0.00%+71+51.4%Added
Mascoma Wealth Management LLC212$64.0K0.02%+115+118.6%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.220$66.0K0.06%00.0%Unchanged
AdvisorNet Financial, Inc230$69.0K0.00%+14+6.5%Added
Spire Wealth Management235$71.0K0.00%−532−69.4%Reduced
Neo Ivy Capital Management240$72.0K0.06%−658−73.3%Reduced
Tilia Fiduciary Partners, Inc.241$72.0K0.06%00.0%Unchanged
Bartlett & Co. LLC241$72.0K0.00%+241New
Pinnacle Bancorp, Inc.245$74.0K0.03%00.0%Unchanged
Gables Capital Management Inc.250$75.0K0.05%00.0%Unchanged
Money Concepts Capital Corp249$75.0K0.00%+249New
Focused Wealth Management, Inc260$78.0K0.01%−415−61.5%Reduced
McIlrath & Eck, LLC261$78.0K0.02%00.0%Unchanged
Central Bank & Trust Co260$78.0K0.01%00.0%Unchanged
Field & Main Bank260$78.0K0.05%+115+79.3%Added
Lenox Wealth Advisors, LLC272$80.0K0.01%−4−1.4%Reduced
Laurel Wealth Advisors LLC265$80.0K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC270$81.0K0.02%00.0%Unchanged
Industrial Alliance Investment Management Inc.272$82.0K0.00%+48+21.4%Added
Clean Yield Group275$83.0K0.03%−16−5.5%Reduced
United Community Bank279$83.8K0.08%+45+19.2%Added
HHM Wealth Advisors, LLC285$86.0K0.02%−133−31.8%Reduced
Kozak & Associates, Inc.327$89.0K0.06%00.0%Unchanged
Core Alternative Capital295$89.0K0.02%+289+4,816.7%Added
Tradition Wealth Management, LLC303$91.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC318$96.0K0.00%+292+1,123.1%Added
Hudock, Inc.327$98.0K0.03%00.0%Unchanged
Resources Management Corp330$99.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.331$99.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust332$100.0K0.07%00.0%Unchanged
Capitolis Advisors LLC346$104.0K0.01%−52,009−99.3%Reduced
Webster Bank, N. A.359$108.0K0.01%00.0%Unchanged
DuPont Capital Management Corp371$111.0K0.00%−84−18.5%Reduced
Parkside Financial Bank & Trust375$112.0K0.03%+114+43.7%Added
Benjamin F. Edwards & Company, Inc.378$114.0K0.01%−12−3.1%Reduced
CVA Family Office, LLC380$114.0K0.03%+225+145.2%Added
PFG Private Wealth Management, LLC398$120.0K0.06%+398New
BerganKDV Wealth Management, LLC410$123.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.414$124.0K0.01%+414New
TCI Wealth Advisors, Inc.430$129.0K0.02%+52+13.8%Added
State of Wyoming437$131.0K0.07%−15−3.3%Reduced
Fortitude Advisory Group L.L.C.435$131.0K0.07%+24+5.8%Added
Hexagon Capital Partners LLC441$132.0K0.03%00.0%Unchanged
C M Bidwell & Associates Ltd442$133.0K0.09%+442New
Proequities, Inc.445$134.0K0.01%+222+99.6%Added
Caldwell Trust Co449$134.9K0.02%−1−0.2%Reduced
Private Capital Group, LLC464$139.0K0.03%−34−6.8%Reduced
TCWP LLC495$148.0K0.03%+495New
Cordasco Financial Network500$150.0K0.10%00.0%Unchanged
Thompson Siegel & Walmsley LLC506$152.0K0.00%−36−6.6%Reduced
Zions Bancorporation, N.A.510$153.0K0.01%+2+0.4%Added
Princeton Global Asset Management LLC560$168.0K0.05%−280−33.3%Reduced
Exane Derivatives564$169.4K0.05%+564New
Ellevest, Inc.588$177.0K0.01%−974−62.4%Reduced
Aquatic Capital Management LLC600$180.0K0.27%+500+500.0%Added
Dougherty Wealth Advisers LLC603$181.0K0.27%00.0%Unchanged
American Portfolios Advisors607$182.2K0.01%+209+52.5%Added
Sierra Capital LLC612$184.0K0.03%−72−10.5%Reduced
Deseret Mutual Benefit Administrators617$185.0K0.04%−131−17.5%Reduced
Covington Capital Management621$187.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd651$196.0K0.02%−196−23.1%Reduced
Whalerock Point Partners, LLC669$200.9K0.07%00.0%Unchanged
Aua Capital Management, LLC670$201.0K0.11%00.0%Unchanged
Quent Capital, LLC672$202.0K0.04%−236−26.0%Reduced
Canada Pension Plan Investment Board676$203.0K0.00%−23,154−97.2%Reduced
Peapack Gladstone Financial Corp679$204.0K0.00%−14−2.0%Reduced
First Foundation Advisors679$204.0K0.01%+679New
Smith, Moore & Co.684$205.0K0.03%00.0%Unchanged
Brighton Jones LLC684$205.0K0.01%+684New
qPULA Trading Management LP683$205.0K0.27%+683New
Edge Capital Group, LLC687$206.0K0.01%+687New
River Wealth Advisors LLC689$207.0K0.03%+689New
Pinnacle Associates Ltd694$208.0K0.00%−90−11.5%Reduced