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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 1,681 | $400.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,680 | $399.0K | 0.04% | +33+2.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,670 | $397.0K | 0.49% | +212+14.5% | Added |
| 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 |
| Ancora Advisors, LLC | 1,648 | $392.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,636 | $389.0K | 0.01% | +886+118.1% | Added |
| Fort Point Capital Partners LLC | 1,615 | $384.0K | 0.07% | 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 |
| Coastline Trust Co | 1,585 | $377.0K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,565 | $372.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,554 | $370.0K | 0.03% | −43−2.7% | 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 |
| 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 |
| Intersect Capital LLC | 1,533 | $364.0K | 0.11% | −18−1.2% | Reduced |
| FORA Capital, LLC | 1,525 | $362.0K | 0.07% | +1,525 | New |
| Csenge Advisory Group | 1,519 | $361.0K | 0.03% | −251−14.2% | Reduced |
| Enterprise Financial Services Corp | 1,505 | $358.0K | 0.07% | −404−21.2% | Reduced |
| 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 |
| Estabrook Capital Management | 1,500 | $356.5K | 0.06% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,490 | $354.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Coastal Bridge Advisors, LLC | 1,471 | $350.0K | 0.11% | +4+0.3% | Added |
| AIA Group Ltd | 1,470 | $349.0K | 0.02% | +727+97.8% | Added |
| Forum Financial Management, LP | 1,462 | $348.0K | 0.02% | +19+1.3% | Added |
| Aigen Investment Management, LP | 1,450 | $345.0K | 0.06% | +432+42.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,441 | $342.0K | 0.01% | +1,441 | New |
| Lyell Wealth Management, LP | 1,433 | $341.0K | 0.06% | +41+2.9% | Added |
| Adviser Investments LLC | 1,419 | $337.0K | 0.02% | +57+4.2% | Added |
| 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 |
| 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 |
| 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 |
| Tokio Marine Asset Management Co Ltd | 1,386 | $329.0K | 0.03% | +168+13.8% | Added |
| Kolinsky Wealth Management, LLC | 1,378 | $328.0K | 0.39% | +6+0.4% | Added |
| Ameritas Investment Partners, Inc. | 1,375 | $326.0K | 0.01% | −92−6.3% | Reduced |
| Eudaimonia Partners, LLC | 1,367 | $325.0K | 0.06% | −347−20.2% | Reduced |
| CAPROCK Group, Inc. | 1,355 | $322.0K | 0.03% | −45−3.2% | Reduced |
| Perritt Capital Management Inc | 1,348 | $320.0K | 0.19% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,343 | $319.0K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,335 | $317.3K | 0.33% | +6+0.5% | Added |
| Ci Investments Inc. | 1,333 | $317.0K | 0.00% | −525−28.3% | Reduced |
| Sofos Investments, Inc. | 2,142 | $315.0K | 0.03% | −258−10.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,320 | $314.0K | 0.01% | +1,048+385.3% | Added |
| Teza Capital Management LLC | 1,315 | $313.0K | 0.12% | −1,151−46.7% | Reduced |
| McLean Asset Management Corp | 1,333 | $311.0K | 0.12% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,300 | $309.0K | 0.07% | +55+4.4% | Added |
| Becker Capital Management Inc | 1,298 | $309.0K | 0.01% | +400+44.5% | Added |
| apricus wealth, LLC | 1,297 | $308.0K | 0.28% | −855−39.7% | Reduced |
| Brown Advisory Securities, LLC | 1,294 | $308.0K | 0.29% | −404−23.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,295 | $308.0K | 0.19% | +1,295 | New |
| Inscription Capital, LLC | 1,294 | $308.0K | 0.06% | +1,294 | New |
| IFP Advisors, Inc | 2,039 | $305.0K | 0.01% | −716−26.0% | Reduced |
| Toroso Investments, LLC | 1,281 | $304.0K | 0.01% | −11−0.9% | Reduced |
| Mather Group, LLC. | 1,279 | $304.0K | 0.01% | +108+9.2% | Added |
| Lincoln National Corp | 1,280 | $304.0K | 0.01% | +204+19.0% | Added |
| Balasa Dinverno & Foltz LLC | 1,275 | $303.0K | 0.02% | +339+36.2% | Added |
| KMG Fiduciary Partners, LLC | 1,259 | $299.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,251 | $298.0K | 0.01% | −27−2.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,203 | $296.0K | 0.29% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $295.0K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,237 | $294.0K | 0.00% | −13−1.0% | Reduced |
| Scotia Capital Inc. | 1,228 | $292.0K | 0.00% | −449−26.8% | Reduced |
| Transform Wealth, LLC | 1,230 | $292.0K | 0.04% | −33−2.6% | Reduced |
| Qtron Investments LLC | 1,222 | $290.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 1,218 | $289.0K | 0.09% | +105+9.4% | Added |
| Mission Wealth Management, LP | 1,213 | $288.0K | 0.02% | +1,213 | New |
| Weil Company, Inc. | 1,200 | $285.0K | 0.16% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,192 | $283.0K | 0.02% | −360−23.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,189 | $283.0K | 0.02% | −332−21.8% | Reduced |
| Americana Partners, LLC | 1,186 | $281.0K | 0.05% | −14−1.2% | Reduced |
| Wedmont Private Capital | 1,183 | $281.0K | 0.06% | +453+62.1% | Added |
| Flputnam Investment Management Co | 1,178 | $280.0K | 0.01% | +243+26.0% | Added |
| St Germain D J Co Inc | 1,170 | $278.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,163 | $276.0K | 0.04% | −4−0.3% | Reduced |
| Tectonic Advisors LLC | 1,161 | $276.0K | 0.05% | +136+13.3% | Added |
| Wedbush Securities Inc | 1,151 | $274.0K | 0.01% | −13−1.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,153 | $274.0K | 0.38% | +1,153 | New |
| Mark Stevens | 1,150 | $273.0K | 0.04% | −27−2.3% | Reduced |
| Benedetti & Gucer, Inc. | 1,148 | $273.0K | 0.18% | 00.0% | Unchanged |
| Parametrica Management Ltd | 1,144 | $273.0K | 0.30% | +1,144 | New |
| Cape Cod Five Cents Savings Bank | 1,137 | $270.0K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,125 | $267.0K | 0.01% | +1,125 | New |
| Bailard, Inc. | 1,119 | $266.0K | 0.01% | −8,219−88.0% | Reduced |
| Carlson Capital Management | 1,120 | $266.0K | 0.02% | +1,120 | New |
| Fund Management at Engine No. 1 LLC | 1,110 | $264.0K | 0.07% | +171+18.2% | Added |
| Assetmark, Inc | 1,097 | $261.0K | 0.00% | −7−0.6% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $260.0K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $259.0K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,091 | $259.0K | 0.01% | +35+3.3% | Added |