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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 1,333 | $311.0K | 0.12% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,315 | $313.0K | 0.12% | −1,151−46.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,320 | $314.0K | 0.01% | +1,048+385.3% | Added |
| Sofos Investments, Inc. | 2,142 | $315.0K | 0.03% | −258−10.8% | Reduced |
| Ci Investments Inc. | 1,333 | $317.0K | 0.00% | −525−28.3% | Reduced |
| Basepoint Wealth LLC | 1,335 | $317.3K | 0.33% | +6+0.5% | Added |
| Clearstead Advisors, LLC | 1,343 | $319.0K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,348 | $320.0K | 0.19% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,355 | $322.0K | 0.03% | −45−3.2% | Reduced |
| Eudaimonia Partners, LLC | 1,367 | $325.0K | 0.06% | −347−20.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,375 | $326.0K | 0.01% | −92−6.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,378 | $328.0K | 0.39% | +6+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,386 | $329.0K | 0.03% | +168+13.8% | Added |
| Sunflower Bank, N.A. | 1,402 | $333.0K | 0.07% | −295−17.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,400 | $333.0K | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,408 | $335.0K | 0.06% | +6+0.4% | Added |
| Keel Point, LLC | 1,192 | $335.0K | 0.05% | −30−2.5% | Reduced |
| Cigna Investments Inc | 1,413 | $336.0K | 0.07% | −548−27.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,414 | $336.0K | 0.02% | +41+3.0% | Added |
| Balentine LLC | 1,413 | $336.0K | 0.01% | +90+6.8% | Added |
| Adviser Investments LLC | 1,419 | $337.0K | 0.02% | +57+4.2% | Added |
| Lyell Wealth Management, LP | 1,433 | $341.0K | 0.06% | +41+2.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,441 | $342.0K | 0.01% | +1,441 | New |
| Aigen Investment Management, LP | 1,450 | $345.0K | 0.06% | +432+42.4% | Added |
| Forum Financial Management, LP | 1,462 | $348.0K | 0.02% | +19+1.3% | Added |
| AIA Group Ltd | 1,470 | $349.0K | 0.02% | +727+97.8% | Added |
| Coastal Bridge Advisors, LLC | 1,471 | $350.0K | 0.11% | +4+0.3% | Added |
| Sawtooth Solutions, LLC | 1,485 | $353.0K | 0.05% | −831−35.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,309 | $353.0K | 0.03% | +34+2.7% | Added |
| Eagle Global Advisors LLC | 1,490 | $354.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,500 | $356.5K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,451 | $357.0K | 0.02% | −155−9.7% | Reduced |
| Crewe Advisors LLC | 1,503 | $357.0K | 0.08% | +100+7.1% | Added |
| Paloma Partners Management Co | 1,500 | $357.0K | 0.04% | +1,500 | New |
| Enterprise Financial Services Corp | 1,505 | $358.0K | 0.07% | −404−21.2% | Reduced |
| Csenge Advisory Group | 1,519 | $361.0K | 0.03% | −251−14.2% | Reduced |
| FORA Capital, LLC | 1,525 | $362.0K | 0.07% | +1,525 | New |
| Intersect Capital LLC | 1,533 | $364.0K | 0.11% | −18−1.2% | Reduced |
| Congress Wealth Management LLC | 1,536 | $365.0K | 0.01% | −183−10.6% | Reduced |
| Appleton Partners Inc | 1,536 | $365.0K | 0.03% | −81−5.0% | Reduced |
| Old Port Advisors | 1,551 | $365.0K | 0.14% | −19−1.2% | Reduced |
| Accel Wealth Management | 1,604 | $369.0K | 0.21% | −3−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,553 | $369.0K | 0.01% | −19−1.2% | Reduced |
| Johnson Financial Group, Inc. | 1,554 | $370.0K | 0.03% | −43−2.7% | Reduced |
| Fort Washington Investment Advisors Inc | 1,565 | $372.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,585 | $377.0K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $382.0K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,607 | $382.0K | 0.02% | +9+0.6% | Added |
| Fort Point Capital Partners LLC | 1,615 | $384.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,636 | $389.0K | 0.01% | +886+118.1% | Added |
| Ancora Advisors, LLC | 1,648 | $392.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,667 | $396.0K | 0.09% | −101−5.7% | Reduced |
| Empirical Asset Management, LLC | 1,666 | $396.0K | 0.42% | −79−4.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,670 | $397.0K | 0.49% | +212+14.5% | Added |
| Clarius Group, LLC | 1,680 | $399.0K | 0.04% | +33+2.0% | Added |
| Charter Oak Capital Management, LLC | 1,681 | $400.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,702 | $404.0K | 0.04% | −970−36.3% | Reduced |
| Metis Global Partners, LLC | 1,704 | $404.0K | 0.06% | −67−3.8% | Reduced |
| Gabelli Funds LLC | 1,700 | $404.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,723 | $409.0K | 0.30% | 00.0% | Unchanged |
| Argent Trust Co | 1,728 | $411.0K | 0.03% | +133+8.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,752 | $416.0K | 0.09% | +14+0.8% | Added |
| CWM, LLC | 1,758 | $418.0K | 0.00% | +512+41.1% | Added |
| Vontobel Holding Ltd. | 1,754 | $421.0K | 0.00% | −293−14.3% | Reduced |
| Banque Cantonale Vaudoise | 1,773 | $421.0K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,776 | $422.0K | 0.10% | +18+1.0% | Added |
| Northcape Wealth Management, LLC | 1,785 | $424.0K | 0.16% | −15−0.8% | Reduced |
| Belpointe Asset Management LLC | 1,790 | $425.0K | 0.03% | −61−3.3% | Reduced |
| Hancock Whitney Corp | 1,790 | $425.0K | 0.02% | −12−0.7% | Reduced |
| Stonegate Investment Group, LLC | 1,792 | $426.0K | 0.02% | +10+0.6% | Added |
| Domani Wealth, LLC | 1,800 | $428.0K | 0.12% | 00.0% | Unchanged |
| Hyman Charles D | 1,803 | $429.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,820 | $433.0K | 0.06% | −309−14.5% | Reduced |
| Dodge & Cox | 1,827 | $434.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,825 | $434.0K | 0.07% | +48+2.7% | Added |
| Essex Financial Services, Inc. | 1,845 | $439.0K | 0.05% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,868 | $444.0K | 0.02% | +140+8.1% | Added |
| Pinnacle Financial Partners Inc | 1,869 | $444.0K | 0.02% | +741+65.7% | Added |
| Front Barnett Associates LLC | 1,877 | $446.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,885 | $448.0K | 0.03% | −451−19.3% | Reduced |
| Alpha Paradigm Partners, LLC | 1,893 | $450.0K | 0.19% | −2,150−53.2% | Reduced |
| 1776 Wealth LLC | 1,911 | $454.0K | 0.32% | −61−3.1% | Reduced |
| Snowden Capital Advisors LLC | 1,930 | $458.0K | 0.02% | −35−1.8% | Reduced |
| Moody National Bank Trust Division | 1,928 | $458.0K | 0.05% | +1,138+144.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,941 | $461.0K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,961 | $466.0K | 0.25% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,963 | $467.0K | 0.02% | −1,544−44.0% | Reduced |
| Insight Advisors, LLC | 1,729 | $468.0K | 0.16% | −161−8.5% | Reduced |
| Boston Financial Mangement LLC | 1,971 | $468.0K | 0.02% | +281+16.6% | Added |
| Integrated Wealth Concepts LLC | 1,974 | $469.0K | 0.01% | −102−4.9% | Reduced |
| HB Wealth Management, LLC | 1,997 | $475.0K | 0.01% | +228+12.9% | Added |
| Aquatic Capital Management LLC | 2,000 | $475.0K | 0.15% | +1,400+233.3% | Added |
| Hillsdale Investment Management Inc. | 2,000 | $476.0K | 0.04% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,007 | $477.0K | 0.01% | −38−1.9% | Reduced |
| Cambridge Trust Co | 2,013 | $478.0K | 0.02% | −225−10.1% | Reduced |
| Armstrong Shaw Associates Inc | 2,020 | $480.0K | 0.48% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,037 | $484.0K | 0.02% | −477−19.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,058 | $492.0K | 0.01% | −11,407−84.7% | Reduced |
| Atria Wealth Solutions, Inc. | 2,079 | $494.0K | 0.01% | −533−20.4% | Reduced |
| MQS Management LLC | 2,085 | $496.0K | 0.34% | +2,085 | New |