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
Argus Investors' Counsel, Inc.694$208.0K0.13%00.0%Unchanged
Astoria Portfolio Advisors LLC.698$210.0K0.16%+698New
First National Trust Co704$211.0K0.01%+13+1.9%Added
Sage Mountain Advisors LLC709$213.0K0.03%−147−17.2%Reduced
Garrison Asset Management, LLC712$214.0K0.12%−20−2.7%Reduced
Progressive Investment Management Corp720$216.0K0.07%00.0%Unchanged
Geneos Wealth Management Inc.724$217.0K0.01%−56−7.2%Reduced
Shelton Capital Management721$217.0K0.01%00.0%Unchanged
Wedmont Private Capital730$217.0K0.05%+730New
ASB Consultores, LLC725$218.0K0.09%−40−5.2%Reduced
Marcum Wealth, LLC737$221.0K0.03%+29+4.1%Added
AIA Group Ltd743$223.0K0.01%−2,631−78.0%Reduced
Buckley Wealth Management, LLC743$223.0K0.06%+743New
Walleye Trading LLC750$225.0K0.00%−196−20.7%Reduced
Berkshire Asset Management LLC750$225.0K0.01%00.0%Unchanged
Fisher Asset Management, LLC751$226.0K0.00%−320−29.9%Reduced
Burke & Herbert Bank & Trust Co752$226.0K0.14%00.0%Unchanged
Barrett Asset Management, LLC764$229.0K0.01%00.0%Unchanged
First Nebraska Trust Co765$229.8K0.03%00.0%Unchanged
Smithfield Trust Co771$231.0K0.01%00.0%Unchanged
Concorde Asset Management, LLC777$233.0K0.15%00.0%Unchanged
Titus Wealth Management779$234.0K0.11%+779New
Wintrust Investments LLC784$235.0K0.02%00.0%Unchanged
Rothschild Investment Corp783$235.0K0.02%00.0%Unchanged
Canal Capital Management, LLC785$236.0K0.06%+3+0.4%Added
Moody National Bank Trust Division790$237.0K0.01%−100−11.2%Reduced
Schulhoff & Co Inc800$240.0K0.10%00.0%Unchanged
Prelude Capital Management, LLC802$241.0K0.01%−1,154−59.0%Reduced
Y-Intercept (Hong Kong) Ltd802$241.0K0.06%−503−38.5%Reduced
Sepio Capital, LP802$241.0K0.02%00.0%Unchanged
Capital Analysts, LLC803$241.0K0.02%+100+14.2%Added
Leavell Investment Management, Inc.812$244.0K0.02%00.0%Unchanged
Waldron Private Wealth LLC819$245.0K0.01%+34+4.3%Added
OneAscent Wealth Management LLC821$247.0K0.12%−30−3.5%Reduced
Engineers Gate Manager LP830$249.0K0.01%−1,432−63.3%Reduced
Hills Bank & Trust Co828$249.0K0.04%00.0%Unchanged
Moloney Securities Asset Management, LLC830$249.0K0.05%00.0%Unchanged
Bryn Mawr Trust Co830$249.0K0.01%+10+1.2%Added
Capstone Investment Advisors, LLC830$249.0K0.01%+830New
Wade G W & Inc835$251.0K0.01%+4+0.5%Added
V Wealth Advisors LLC837$252.0K0.04%+36+4.5%Added
Global Retirement Partners, LLC966$252.0K0.02%+966New
Whittier Trust Co842$253.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC842$253.0K0.06%+24+2.9%Added
Northwest Bancshares, Inc.844$254.0K0.05%−38−4.3%Reduced
BOK Financial Private Wealth, Inc.844$254.0K0.02%+125+17.4%Added
LeJeune Puetz Investment Counsel LLC850$255.0K0.09%00.0%Unchanged
Busey Wealth Management848$255.0K0.01%+18+2.2%Added
Seeyond862$258.0K0.03%−27−3.0%Reduced
Laurel Wealth Advisors, Inc.859$258.0K0.02%+70+8.9%Added
New England Asset Management Inc873$262.0K0.00%00.0%Unchanged
Sentry Investment Management LLC874$263.0K0.08%+874New
Evercore Wealth Management, LLC881$265.0K0.00%−21−2.3%Reduced
Beck Mack & Oliver LLC889$267.0K0.01%00.0%Unchanged
Hilltop Holdings Inc.895$269.0K0.03%−56−5.9%Reduced
Patriot Financial Group Insurance Agency, LLC895$269.0K0.05%−25−2.7%Reduced
Affinity Investment Advisors, LLC895$269.0K0.11%+11+1.2%Added
Peoples Financial Services Corp.895$269.0K0.12%+40+4.7%Added
Becker Capital Management Inc898$270.0K0.01%00.0%Unchanged
Cito Capital Group, LLC901$271.0K0.12%−1,500−62.5%Reduced
Stephens Inc903$271.0K0.00%−585−39.3%Reduced
Trustcore Financial Services, LLC902$271.0K0.02%00.0%Unchanged
Tocqueville Asset Management L.P.905$272.0K0.00%−564−38.4%Reduced
Pinnacle Wealth Planning Services, Inc.906$272.0K0.05%−5−0.5%Reduced
Oliver Luxxe Assets LLC906$272.0K0.07%+17+1.9%Added
Washington Trust Bank911$274.0K0.03%−70−7.1%Reduced
Sunbelt Securities, Inc.902$280.0K0.05%−190−17.4%Reduced
Fractal Investments LLC932$280.0K0.08%−3−0.3%Reduced
Dorsey & Whitney Trust CO LLC931$280.0K0.02%+19+2.1%Added
Financial Advocates Investment Management932$280.0K0.02%+52+5.9%Added
Flputnam Investment Management Co935$281.0K0.01%−120−11.4%Reduced
Whittier Trust Co of Nevada Inc935$281.0K0.01%00.0%Unchanged
Balasa Dinverno & Foltz LLC936$281.0K0.02%00.0%Unchanged
Fund Management at Engine No. 1 LLC939$282.0K0.07%+939New
Freestone Capital Holdings, LLC944$284.0K0.01%−68−6.7%Reduced
Hamilton Capital, LLC945$284.0K0.02%+51+5.7%Added
WealthTrust Axiom LLC950$285.0K0.09%00.0%Unchanged
BLB&B Advisors, LLC973$292.0K0.02%−300−23.6%Reduced
Park National Corp977$294.0K0.01%−13−1.3%Reduced
Desjardins Global Asset Management Inc.985$295.0K0.03%+617+167.7%Added
NuWave Investment Management, LLC987$296.0K0.40%+569+136.1%Added
Beaton Management Co. Inc.991$298.0K0.18%00.0%Unchanged
Stanley-Laman Group, Ltd.997$299.0K0.04%+997New
Van Strum & Towne Inc.1,000$300.0K0.11%00.0%Unchanged
Fortis Advisors, LLC1,000$300.0K0.16%00.0%Unchanged
Brooks, Moore & Associates, Inc.1,000$300.0K0.18%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,005$302.0K0.07%+1,005New
Federation des caisses Desjardins du Quebec1,008$302.8K0.00%00.0%Unchanged
Wellington Management Group LLP1,018$306.0K0.00%−3,116−75.4%Reduced
Compton Capital Management Inc1,020$306.0K0.09%−50−4.7%Reduced
Rockland Trust Co1,018$306.0K0.02%00.0%Unchanged
Aigen Investment Management, LP1,018$306.0K0.05%+1,018New
Tectonic Advisors LLC1,025$308.0K0.05%+145+16.5%Added
Renaissance Group LLC1,036$311.0K0.01%00.0%Unchanged
Courier Capital LLC1,036$311.0K0.03%00.0%Unchanged
Hengehold Capital Management LLC1,034$311.0K0.04%−2−0.2%Reduced
EPG Wealth Management LLC1,038$312.0K0.11%−61−5.6%Reduced
Quantinno Capital Management LP1,044$314.0K0.05%+1,044New
Aaron Wealth Advisors94,313$314.0K0.01%+94,313New
JBF Capital, Inc.1,050$315.0K0.07%−300−22.2%Reduced