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, Q2 2022
Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
- 956
- −26 vs. Q1 2022
- Shares held
- 89.7M
- −390.1K (−0.4%) vs. Q1 2022
- Total value
- $21.3B
- −$5.70B (−21.1%) vs. Q1 2022
- New holders
- 85
- 320 more added
- Sold out
- 111
- 362 more reduced
15 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −2,553−99.9% | Reduced |
| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −829−99.9% | Reduced |
| Old North State Trust, LLC | 2 | $365 | 0.33% | +1+100.0% | Added |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Adirondack Trust Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | +4 | New |
| Steward Financial Group LLC | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 4 | $1.59K | 0.00% | +1+33.3% | Added |
| Lee Financial Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Heritage Financial Services, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 12 | $2.85K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $3.00K | 0.00% | −3−21.4% | Reduced |
| IAG Wealth Partners, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 11 | $3.00K | 0.00% | +11 | New |
| Activest Wealth Management | 14 | $3.00K | 0.00% | +14 | New |
| NuWave Investment Management, LLC | 18 | $4.00K | 0.01% | −969−98.2% | Reduced |
| ClariVest Asset Management LLC | 18 | $4.00K | 0.00% | −6−25.0% | Reduced |
| Versant Capital Management, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 16 | $4.00K | 0.04% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22 | $5.00K | 0.00% | +1+4.8% | Added |
| Hallmark Capital Management Inc | 22 | $5.00K | 0.00% | +22 | New |
| New Millennium Group LLC | 20 | $5.00K | 0.01% | +20 | New |
| Cascade Investment Advisors, Inc. | 25 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $6.00K | 0.00% | −120−83.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $6.00K | 0.00% | −10−27.0% | Reduced |
| South State Corp. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $6.00K | 0.00% | +14+116.7% | Added |
| CoreCap Advisors, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Howe & Rusling Inc | 29 | $7.00K | 0.00% | −7−19.4% | Reduced |
| City Holding Co | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 33 | $8.00K | 0.00% | −11−25.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $8.00K | 0.01% | +21+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 32 | $8.00K | 0.00% | +24+300.0% | Added |
| Jones Financial Companies LLLP | 36 | $9.00K | 0.00% | −173−82.8% | Reduced |
| Earnest Partners LLC | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 39 | $9.00K | 0.03% | +39 | New |
| Sandy Spring Bank | 43 | $10.0K | 0.00% | −24−35.8% | Reduced |
| First Personal Financial Services | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 47 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 44 | $11.0K | 0.01% | +8+22.2% | Added |
| Founders Capital Management | 48 | $11.0K | 0.01% | +48 | New |
| Private Ocean, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 51 | $12.1K | 0.00% | −2−3.8% | Reduced |
| Bell Investment Advisors, Inc | 56 | $13.0K | 0.00% | +56 | New |
| WFA of San Diego, LLC | 60 | $14.0K | 0.01% | +60 | New |
| Goodman Advisory Group, LLC | 61 | $14.0K | 0.01% | +61 | New |
| Vigilant Capital Management, LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 67 | $16.0K | 0.00% | −19−22.1% | Reduced |
| Roble, Belko & Company, Inc | 69 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $16.0K | 0.00% | +4+6.5% | Added |
| AdvisorNet Financial, Inc | 77 | $18.0K | 0.00% | −153−66.5% | Reduced |
| Emfo, LLC | 76 | $18.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 86 | $20.0K | 0.01% | −126−59.4% | Reduced |
| Asset Dedication, LLC | 86 | $21.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $21.0K | 0.02% | +40+80.0% | Added |
| Concord Wealth Partners | 91 | $22.0K | 0.01% | +28+44.4% | Added |
| PFS Partners, LLC | 95 | $22.6K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 95 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 95 | $23.0K | 0.00% | +95 | New |
| Westside Investment Management, Inc. | 102 | $24.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 108 | $26.0K | 0.01% | +20+22.7% | Added |
| JFS Wealth Advisors, LLC | 108 | $26.0K | 0.00% | +30+38.5% | Added |
| Pin Oak Investment Advisors Inc | 112 | $27.0K | 0.03% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 116 | $28.0K | 0.02% | +116 | New |
| Hantz Financial Services, Inc. | 121 | $29.0K | 0.00% | −29−19.3% | Reduced |
| Evoke Wealth, LLC | 126 | $30.0K | 0.00% | +10+8.6% | Added |
| ACG Wealth | 125 | $30.0K | 0.01% | +125 | New |
| Zullo Investment Group, Inc. | 130 | $31.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 130 | $31.0K | 0.02% | +130 | New |
| JNBA Financial Advisors | 133 | $32.0K | 0.00% | −4−2.9% | Reduced |
| Financial Perspectives, Inc | 137 | $32.5K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 140 | $33.3K | 0.00% | +107+324.2% | Added |
| West Paces Advisors Inc. | 142 | $33.8K | 0.01% | 00.0% | Unchanged |