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, Q3 2022
Institutional positions in Ameriprise Financial Inc as of Sep 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
- 942
- 0 vs. Q2 2022
- Shares held
- 88.6M
- −1.04M (−1.2%) vs. Q2 2022
- Total value
- $22.3B
- +$1.03B (+4.8%) vs. Q2 2022
- New holders
- 80
- 304 more added
- Sold out
- 80
- 359 more reduced
14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Bank | 814 | $205.0K | 0.03% | +814 | New |
| Leavell Investment Management, Inc. | 812 | $205.0K | 0.02% | +812 | New |
| OneAscent Wealth Management LLC | 818 | $206.0K | 0.11% | −40−4.7% | Reduced |
| Gotham Asset Management, LLC | 817 | $206.0K | 0.01% | +817 | New |
| Hills Bank & Trust Co | 828 | $209.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $209.0K | 0.05% | +830 | New |
| Quantinno Capital Management LP | 829 | $209.0K | 0.03% | +829 | New |
| Hilltop Holdings Inc. | 835 | $210.0K | 0.03% | −9−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 833 | $210.0K | 0.05% | +18+2.2% | Added |
| Wealthspire Advisors, LLC | 834 | $210.0K | 0.00% | +834 | New |
| Financial Insights, Inc. | 836 | $211.0K | 0.14% | +836 | New |
| V Wealth Advisors LLC | 837 | $211.0K | 0.04% | +837 | New |
| Whittier Trust Co | 843 | $212.0K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 840 | $212.0K | 0.02% | +840 | New |
| Aureus Asset Management, LLC | 851 | $214.0K | 0.02% | −114−11.8% | Reduced |
| Affinity Investment Advisors, LLC | 850 | $214.0K | 0.11% | −50−5.6% | Reduced |
| Busey Wealth Management | 849 | $214.0K | 0.01% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 850 | $214.0K | 0.09% | 00.0% | Unchanged |
| Rockland Trust Co | 855 | $215.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 858 | $216.0K | 0.15% | −162−15.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 858 | $216.0K | 0.05% | −3−0.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 859 | $216.0K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 866 | $218.0K | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 876 | $220.0K | 0.01% | +20+2.3% | Added |
| Quent Capital, LLC | 875 | $221.0K | 0.05% | +134+18.1% | Added |
| Cairn Investment Group, Inc. | 888 | $224.0K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 894 | $225.0K | 0.05% | −9−1.0% | Reduced |
| Peoples Financial Services Corp. | 895 | $225.0K | 0.12% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 894 | $225.0K | 0.01% | +894 | New |
| Frank, Rimerman Advisors LLC | 898 | $226.3K | 0.08% | +46+5.4% | Added |
| Cito Capital Group, LLC | 901 | $227.0K | 0.13% | 00.0% | Unchanged |
| AIA Group Ltd | 910 | $229.0K | 0.01% | −560−38.1% | Reduced |
| Berkshire Asset Management LLC | 911 | $230.0K | 0.02% | +911 | New |
| FFT Wealth Management LLC | 913 | $230.0K | 0.03% | +913 | New |
| LGL Partners, LLC | 913 | $230.0K | 0.05% | +913 | New |
| Pinnacle Wealth Planning Services, Inc. | 923 | $232.0K | 0.04% | +7+0.8% | Added |
| Financial Engines Advisors L.L.C. | 922 | $232.0K | 0.00% | +922 | New |
| Oliver Luxxe Assets LLC | 923 | $233.0K | 0.07% | −13−1.4% | Reduced |
| Evercore Wealth Management, LLC | 931 | $234.0K | 0.01% | +70+8.1% | Added |
| Whittier Trust Co of Nevada Inc | 935 | $235.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 931 | $235.0K | 0.02% | +931 | New |
| Pinnacle Associates Ltd | 943 | $238.0K | 0.01% | +943 | New |
| WealthTrust Axiom LLC | 950 | $239.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 951 | $240.0K | 0.04% | +762+403.2% | Added |
| Industrial Alliance Investment Management Inc. | 961 | $242.0K | 0.01% | −359−27.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 969 | $244.0K | 0.02% | −220−18.5% | Reduced |
| BLB&B Advisors, LLC | 973 | $245.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 969 | $245.0K | 0.03% | +40+4.3% | Added |
| Park National Corp | 977 | $246.0K | 0.01% | −1−0.1% | Reduced |
| Beaton Management Co. Inc. | 991 | $250.0K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 994 | $251.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 998 | $251.0K | 0.02% | +96+10.6% | Added |
| Van Strum & Towne Inc. | 1,000 | $252.0K | 0.12% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $252.0K | 0.20% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,009 | $254.0K | 0.17% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,022 | $257.0K | 0.01% | −1,015−49.8% | Reduced |
| Renaissance Group LLC | 1,024 | $259.0K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,040 | $262.0K | 0.08% | −70−6.3% | Reduced |
| Orion Portfolio Solutions, LLC | 1,048 | $264.0K | 0.01% | +2+0.2% | Added |
| JBF Capital, Inc. | 1,050 | $265.0K | 0.07% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,060 | $267.0K | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 1,061 | $267.0K | 0.01% | +158+17.5% | Added |
| Focus Financial Network, Inc. | 1,061 | $267.2K | 0.02% | +1+0.1% | Added |
| Everett Harris & Co | 1,072 | $270.0K | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,073 | $270.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,085 | $273.0K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,085 | $273.0K | 0.12% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,084 | $273.0K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 10,217 | $275.0K | 0.04% | +9,124+834.8% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $275.0K | 0.13% | 00.0% | Unchanged |
| Assetmark, Inc | 1,097 | $276.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,170 | $278.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 1,115 | $281.0K | 0.05% | −77−6.5% | Reduced |
| Bailard, Inc. | 1,119 | $282.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,125 | $283.0K | 0.01% | 00.0% | Unchanged |
| Carlson Capital Management | 1,124 | $283.0K | 0.02% | +4+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 1,137 | $286.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,142 | $288.0K | 0.00% | −95−7.7% | Reduced |
| Benedetti & Gucer, Inc. | 1,148 | $289.0K | 0.23% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,151 | $290.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 1,159 | $292.0K | 0.01% | −254−18.0% | Reduced |
| Transform Wealth, LLC | 1,160 | $292.0K | 0.04% | −70−5.7% | Reduced |
| Flputnam Investment Management Co | 1,164 | $293.0K | 0.01% | −14−1.2% | Reduced |
| Global Retirement Partners, LLC | 949 | $293.0K | 0.02% | −13−1.4% | Reduced |
| Americana Partners, LLC | 1,186 | $298.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,188 | $299.0K | 0.01% | −742−38.4% | Reduced |
| Weil Company, Inc. | 1,200 | $302.0K | 0.19% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 1,200 | $302.0K | 0.25% | +1,200 | New |
| Profund Advisors LLC | 1,207 | $304.0K | 0.02% | +15+1.3% | Added |
| Sunflower Bank, N.A. | 1,236 | $311.0K | 0.07% | −166−11.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $313.0K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,244 | $313.0K | 0.02% | +31+2.6% | Added |
| Trust Asset Management LLC | 1,243 | $313.0K | 0.04% | +80+6.9% | Added |
| KMG Fiduciary Partners, LLC | 1,259 | $317.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 1,267 | $319.0K | 0.12% | +49+4.0% | Added |
| Ibex Wealth Advisors | 1,291 | $325.0K | 0.08% | −9−0.7% | Reduced |
| Perritt Capital Management Inc | 1,294 | $326.0K | 0.21% | −54−4.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,295 | $326.0K | 0.20% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,298 | $327.0K | 0.02% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,303 | $328.0K | 0.47% | +150+13.0% | Added |