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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
Occudo Quantitative Strategies LP2,747$825.0K0.07%−6,999−71.8%Reduced
Marks Group Wealth Management, Inc2,740$823.0K0.10%00.0%Unchanged
RFG Advisory, LLC2,687$807.0K0.05%+11+0.4%Added
Schechter Investment Advisors, LLC2,672$802.0K0.07%−264−9.0%Reduced
Fayez Sarofim & Co2,670$802.0K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC2,664$800.2K0.04%+2,664New
Plimoth Trust Co LLC2,660$799.0K0.21%−65−2.4%Reduced
Manchester Capital Management LLC2,656$798.0K0.11%−300−10.1%Reduced
Meristem Family Wealth, LLC2,648$795.0K0.09%−224−7.8%Reduced
Harvest Fund Management Co., Ltd2,644$794.0K0.17%+1,643+164.1%Added
Baker Tilly Wealth Management, LLC2,641$793.0K0.09%−182−6.4%Reduced
Atria Wealth Solutions, Inc.2,612$785.0K0.01%+2,612New
Ritholtz Wealth Management2,598$780.0K0.05%−218−7.7%Reduced
USA Financial Portformulas Corp2,555$767.0K0.82%+2,553+127,650.0%Added
Brendel Financial Advisors LLC2,534$761.0K0.41%00.0%Unchanged
Buckingham Strategic Wealth, LLC2,529$760.0K0.01%+44+1.8%Added
BMS Financial Advisors, LLC2,517$756.0K0.48%+91+3.8%Added
Cetera Advisor Networks LLC2,514$755.0K0.01%+20+0.8%Added
Citizens Financial Group Inc2,514$755.0K0.03%+913+57.0%Added
Vectors Research Management, LLC2,498$750.0K0.16%−2−0.1%Reduced
HNP Capital LLC2,498$750.0K0.18%−2−0.1%Reduced
Teza Capital Management LLC2,466$741.0K0.28%−994−28.7%Reduced
Gateway Investment Advisers LLC2,429$730.0K0.01%+273+12.7%Added
First Commonwealth Financial Corp2,428$729.0K0.23%−317−11.5%Reduced
Prudential PLC2,411$724.0K0.01%+2,411New
Pettee Investors, Inc.2,400$721.0K0.32%00.0%Unchanged
Penobscot Investment Management Company, Inc.2,367$711.0K0.10%−263−10.0%Reduced
Ieq Capital, LLC2,357$708.0K0.02%+490+26.2%Added
Independent Advisor Alliance2,336$702.0K0.03%+67+3.0%Added
Sawtooth Solutions, LLC2,316$696.0K0.09%−136−5.5%Reduced
L2 Asset Management, LLC2,306$693.0K0.43%−2,230−49.2%Reduced
PDT Partners, LLC2,300$691.0K0.06%+2,300New
Vident Investment Advisory, LLC2,285$685.0K0.02%−4,313−65.4%Reduced
National Asset Management, Inc.2,276$685.0K0.02%+42+1.9%Added
TNF LLC2,438$683.0K0.31%+10.0%Added
Stokes Capital Advisors, LLC2,270$682.0K0.20%+10+0.4%Added
Empirical Finance, LLC2,247$675.0K0.08%+214+10.5%Added
Ossiam2,242$673.0K0.02%−89−3.8%Reduced
Cambridge Trust Co2,238$672.0K0.02%−1,273−36.3%Reduced
Ropes Wealth Advisors LLC2,208$663.0K0.11%00.0%Unchanged
Greenleaf Trust2,208$663.0K0.01%+323+17.1%Added
Cavalier Investments, LLC2,177$654.0K0.17%+146+7.2%Added
D.A. Davidson & Co.2,178$654.0K0.01%+152+7.5%Added
Mairs & Power Inc2,175$653.0K0.01%00.0%Unchanged
apricus wealth, LLC2,152$647.0K0.53%−1,093−33.7%Reduced
Meeder Asset Management Inc2,135$641.0K0.03%+2,135New
Kovack Advisors, Inc.2,129$639.0K0.07%+43+2.1%Added
Vontobel Holding Ltd.2,047$635.0K0.01%−1,581−43.6%Reduced
Simplex Trading, LLC2,105$632.0K0.02%−658−23.8%Reduced
Farmers & Merchants Trust Co of Long Beach2,092$628.0K0.16%00.0%Unchanged
Western Wealth Management, LLC2,086$627.0K0.03%+2,086New
Integrated Wealth Concepts LLC2,076$624.0K0.02%+47+2.3%Added
CenterBook Partners LP2,078$624.0K0.22%+587+39.4%Added
Gotham Asset Management, LLC2,066$621.0K0.02%−2,833−57.8%Reduced
Cetera Advisors LLC2,045$614.0K0.01%+112+5.8%Added
Eqis Capital Management, Inc.2,025$608.0K0.05%+172+9.3%Added
Armstrong Shaw Associates Inc2,020$607.0K0.51%00.0%Unchanged
Signaturefd, LLC2,003$602.0K0.02%+74+3.8%Added
Hillsdale Investment Management Inc.2,000$601.0K0.04%+2,000New
AE Wealth Management LLC1,994$599.0K0.00%−83−4.0%Reduced
1776 Wealth LLC1,972$592.0K0.34%−36−1.8%Reduced
Snowden Capital Advisors LLC1,965$590.0K0.02%−352−15.2%Reduced
Pennsylvania Capital Management Inc1,961$589.0K0.25%00.0%Unchanged
Cigna Investments Inc1,961$588.0K0.07%−586−23.0%Reduced
Synovus Financial Corp1,961$588.0K0.01%+56+2.9%Added
Enterprise Financial Services Corp1,909$573.0K0.09%−454−19.2%Reduced
Insight Advisors, LLC1,890$568.0K0.17%+48+2.6%Added
IndexIQ Advisors LLC1,884$566.0K0.02%−13−0.7%Reduced
Front Barnett Associates LLC1,877$564.0K0.06%−50−2.6%Reduced
Transcend Wealth Collective, LLC1,865$560.0K0.05%+675+56.7%Added
Ci Investments Inc.1,858$558.0K0.00%−498−21.1%Reduced
Belpointe Asset Management LLC1,851$556.0K0.03%+327+21.5%Added
Essex Financial Services, Inc.1,843$554.0K0.05%00.0%Unchanged
Dodge & Cox1,827$549.0K0.00%00.0%Unchanged
Coldstream Capital Management Inc1,816$545.0K0.02%−144−7.3%Reduced
Hancock Whitney Corp1,802$542.0K0.02%+250+16.1%Added
Hyman Charles D1,803$542.0K0.03%+755+72.0%Added
Domani Wealth, LLC1,800$541.0K0.12%00.0%Unchanged
Northcape Wealth Management, LLC1,800$541.0K0.16%00.0%Unchanged
IBM Retirement Fund1,791$538.0K0.08%−105−5.5%Reduced
Stonegate Investment Group, LLC1,782$535.0K0.02%−126−6.6%Reduced
Lindbrook Capital, LLC1,777$534.0K0.08%−34−1.9%Reduced
Blueshift Asset Management, LLC1,773$533.0K0.05%−2,788−61.1%Reduced
Metis Global Partners, LLC1,771$533.0K0.06%+778+78.3%Added
Banque Cantonale Vaudoise1,773$532.0K0.02%00.0%Unchanged
Vestcor Inc1,771$532.0K0.02%+367+26.1%Added
Csenge Advisory Group1,770$532.0K0.04%+144+8.9%Added
Grove Bank & Trust1,768$531.0K0.10%+168+10.5%Added
HB Wealth Management, LLC1,769$531.0K0.01%+972+122.0%Added
ERn Financial, LLC1,758$528.0K0.12%+8+0.5%Added
Wilbanks Smith & Thomas Asset Management LLC1,941$528.0K0.02%+1,941New
Resources Investment Advisors, LLC.1,756$527.0K0.02%+84+5.0%Added
Empirical Asset Management, LLC1,745$524.0K0.50%−229−11.6%Reduced
Procyon Private Wealth Partners, LLC1,738$522.0K0.11%+501+40.5%Added
Moneta Group Investment Advisors LLC1,728$519.0K0.02%+876+102.8%Added
EP Wealth Advisors, LLC1,723$518.0K0.01%−121−6.6%Reduced
Pointe Capital Management LLC1,723$517.0K0.33%00.0%Unchanged
Congress Wealth Management LLC1,719$516.0K0.01%−42−2.4%Reduced
Eudaimonia Partners, LLC1,714$515.0K0.09%+1,714New
Gabelli Funds LLC1,700$511.0K0.00%−700−29.2%Reduced