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.
| 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 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 1,057 | $317.0K | 0.02% | −133−11.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,056 | $317.0K | 0.01% | +171+19.3% | Added |
| Focus Financial Network, Inc. | 1,059 | $318.0K | 0.02% | −344−24.5% | Reduced |
| Karpas Strategies, LLC | 1,060 | $318.0K | 0.10% | −60−5.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,067 | $321.0K | 0.00% | +766+254.5% | Added |
| Zeke Capital Advisors, LLC | 1,068 | $321.0K | 0.02% | +1,068 | New |
| YHB Investment Advisors, Inc. | 1,073 | $322.0K | 0.03% | −130−10.8% | Reduced |
| Lincoln National Corp | 1,076 | $323.0K | 0.01% | +103+10.6% | Added |
| Banco Santander, S.A. | 1,076 | $323.0K | 0.00% | +1,076 | New |
| Parallax Volatility Advisers, L.P. | 1,082 | $325.0K | 0.01% | +741+217.3% | Added |
| Spinnaker Trust | 1,085 | $326.0K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,090 | $327.0K | 0.07% | +1,090 | New |
| Aurora Private Wealth, Inc. | 1,091 | $328.0K | 0.14% | −41−3.6% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $328.0K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 1,104 | $331.0K | 0.00% | −1−0.1% | Reduced |
| First Bank & Trust | 1,113 | $334.0K | 0.10% | +8+0.7% | Added |
| Chesapeake Wealth Management | 1,130 | $339.0K | 0.12% | −25−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 1,128 | $339.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,131 | $340.0K | 0.02% | −227−16.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,137 | $342.0K | 0.03% | −1−0.1% | Reduced |
| Benedetti & Gucer, Inc. | 1,148 | $344.0K | 0.23% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,164 | $350.0K | 0.02% | −13−1.1% | Reduced |
| St Germain D J Co Inc | 1,170 | $351.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,167 | $351.0K | 0.04% | +12+1.0% | Added |
| Mather Group, LLC. | 1,171 | $352.0K | 0.01% | +1+0.1% | Added |
| Mark Stevens | 1,177 | $354.0K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,200 | $356.0K | 0.11% | +14+1.2% | Added |
| Weil Company, Inc. | 1,200 | $360.0K | 0.18% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,203 | $361.0K | 0.26% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,204 | $362.0K | 0.01% | −146−10.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,218 | $366.0K | 0.03% | +214+21.3% | Added |
| Keel Point, LLC | 1,222 | $367.0K | 0.06% | +31+2.6% | Added |
| Qtron Investments LLC | 1,222 | $367.0K | 0.08% | +1,222 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $373.0K | 0.11% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,245 | $374.0K | 0.07% | +289+30.2% | Added |
| CWM, LLC | 1,246 | $374.0K | 0.00% | +432+53.1% | Added |
| Alps Advisors Inc | 1,250 | $375.0K | 0.00% | +1,250 | New |
| Valeo Financial Advisors, LLC | 1,253 | $376.0K | 0.02% | +576+85.1% | Added |
| KMG Fiduciary Partners, LLC | 1,259 | $378.0K | 0.06% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 1,257 | $378.0K | 0.14% | +146+13.1% | Added |
| Transform Wealth, LLC | 1,263 | $379.0K | 0.04% | −210−14.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,275 | $383.0K | 0.04% | +131+11.5% | Added |
| Ballentine Partners, LLC | 1,278 | $384.0K | 0.01% | +52+4.2% | Added |
| Toroso Investments, LLC | 1,292 | $388.0K | 0.01% | −916−41.5% | Reduced |
| Sofos Investments, Inc. | 2,400 | $393.0K | 0.03% | −318−11.7% | Reduced |
| Walleye Capital LLC | 1,319 | $396.0K | 0.01% | +1,319 | New |
| Balentine LLC | 1,323 | $397.0K | 0.01% | +574+76.6% | Added |
| Citadel Advisors LLC | 1,327 | $399.0K | 0.00% | +1,327 | New |
| Basepoint Wealth LLC | 1,329 | $399.1K | 0.37% | +158+13.5% | Added |
| McLean Asset Management Corp | 1,333 | $400.0K | 0.30% | +15+1.1% | Added |
| Maven Securities LTD | 1,341 | $403.0K | 0.08% | −1,075−44.5% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $403.0K | 0.03% | +165+14.0% | Added |
| Perritt Capital Management Inc | 1,348 | $405.0K | 0.22% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,362 | $409.0K | 0.03% | −5−0.4% | Reduced |
| IFP Advisors, Inc | 2,755 | $409.0K | 0.01% | +2,122+335.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,373 | $412.0K | 0.02% | −16−1.2% | Reduced |
| Kolinsky Wealth Management, LLC | 1,372 | $412.0K | 0.40% | +127+10.2% | Added |
| Lyell Wealth Management, LP | 1,392 | $418.0K | 0.05% | +12+0.9% | Added |
| Krane Funds Advisors LLC | 1,398 | $420.0K | 0.02% | +159+12.8% | Added |
| Wellington Shields Capital Management, LLC | 1,400 | $421.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,400 | $421.0K | 0.04% | +35+2.6% | Added |
| Kathmere Capital Management, LLC | 1,402 | $421.0K | 0.07% | +199+16.5% | Added |
| Crewe Advisors LLC | 1,403 | $421.0K | 0.08% | +1,133+419.6% | Added |
| Edgestream Partners, L.P. | 1,405 | $422.0K | 0.03% | +1,405 | New |
| Forum Financial Management, LP | 1,443 | $433.0K | 0.02% | −25−1.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,458 | $438.0K | 0.42% | −138−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,467 | $441.0K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,467 | $441.0K | 0.10% | +2+0.1% | Added |
| AlphaCrest Capital Management LLC | 1,485 | $446.0K | 0.02% | −4,087−73.3% | Reduced |
| Eagle Global Advisors LLC | 1,490 | $448.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,500 | $450.5K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,521 | $457.0K | 0.03% | −109−6.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,543 | $463.0K | 0.00% | +1,543 | New |
| Profund Advisors LLC | 1,552 | $466.0K | 0.02% | −190−10.9% | Reduced |
| Intersect Capital LLC | 1,551 | $466.0K | 0.09% | +48+3.2% | Added |
| Old Port Advisors | 1,570 | $467.0K | 0.16% | +120+8.3% | Added |
| Fort Washington Investment Advisors Inc | 1,565 | $470.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,572 | $472.0K | 0.01% | +180+12.9% | Added |
| Coastline Trust Co | 1,585 | $476.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 1,607 | $478.0K | 0.25% | −95−5.6% | Reduced |
| Johnson Financial Group, Inc. | 1,597 | $479.0K | 0.03% | −67−4.0% | Reduced |
| Argent Trust Co | 1,595 | $479.0K | 0.03% | −9−0.6% | Reduced |
| Grimes & Company, Inc. | 1,598 | $480.0K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $483.0K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,615 | $485.0K | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,617 | $486.0K | 0.04% | −40−2.4% | Reduced |
| HBK Sorce Advisory LLC | 1,628 | $489.0K | 0.03% | −53−3.2% | Reduced |
| Penserra Capital Management LLC | 1,634 | $489.0K | 0.01% | +1,126+221.7% | Added |
| Ancora Advisors, LLC | 1,648 | $495.0K | 0.01% | −445−21.3% | Reduced |
| Clarius Group, LLC | 1,647 | $497.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,606 | $498.0K | 0.02% | +199+14.1% | Added |
| Scotia Capital Inc. | 1,677 | $504.0K | 0.00% | +1,677 | New |
| Charter Oak Capital Management, LLC | 1,681 | $505.0K | 0.06% | +27+1.6% | Added |
| Allstate Corp | 1,688 | $507.0K | 0.01% | −5,993−78.0% | Reduced |
| Boston Financial Mangement LLC | 1,690 | $508.0K | 0.02% | +1,690 | New |
| Brown Advisory Securities, LLC | 1,698 | $510.0K | 0.30% | −129−7.1% | Reduced |
| Sunflower Bank, N.A. | 1,697 | $510.0K | 0.07% | +236+16.2% | Added |
| Gabelli Funds LLC | 1,700 | $511.0K | 0.00% | −700−29.2% | Reduced |
| Eudaimonia Partners, LLC | 1,714 | $515.0K | 0.09% | +1,714 | New |
| Congress Wealth Management LLC | 1,719 | $516.0K | 0.01% | −42−2.4% | Reduced |