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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 1,541 | $388.0K | 0.07% | +38+2.5% | Added |
| Congress Wealth Management LLC | 1,536 | $387.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,275 | $386.0K | 0.04% | −279−18.0% | Reduced |
| Estabrook Capital Management | 1,511 | $380.7K | 0.07% | +11+0.7% | Added |
| Douglas Lane & Associates, LLC | 1,508 | $380.0K | 0.01% | −1,500−49.9% | Reduced |
| Csenge Advisory Group | 1,505 | $379.0K | 0.03% | −14−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 1,492 | $376.0K | 0.01% | −376−20.1% | Reduced |
| Fort Washington Investment Advisors Inc | 1,490 | $375.0K | 0.00% | −75−4.8% | Reduced |
| Eagle Global Advisors LLC | 1,480 | $373.0K | 0.03% | −10−0.7% | Reduced |
| Enterprise Financial Services Corp | 1,474 | $371.0K | 0.28% | −31−2.1% | Reduced |
| Coastal Bridge Advisors, LLC | 1,474 | $371.0K | 0.10% | +3+0.2% | Added |
| IFP Advisors, Inc | 2,486 | $370.0K | 0.01% | +447+21.9% | Added |
| Appleton Partners Inc | 1,461 | $368.0K | 0.04% | −75−4.9% | Reduced |
| Forum Financial Management, LP | 1,462 | $368.0K | 0.02% | 00.0% | Unchanged |
| Enzi Wealth | 1,110 | $368.0K | 0.18% | +1,110 | New |
| Ballentine Partners, LLC | 1,451 | $366.0K | 0.01% | +200+16.0% | Added |
| Ci Investments Inc. | 1,443 | $364.0K | 0.00% | +110+8.3% | Added |
| McLean Asset Management Corp | 1,340 | $364.0K | 0.14% | +7+0.5% | Added |
| Lincoln National Corp | 1,446 | $364.0K | 0.01% | +166+13.0% | Added |
| Dakota Community Bank & Trust NA | 1,445 | $364.0K | 2.52% | +1,445 | New |
| Edmond de Rothschild Holding S.A. | 1,441 | $363.0K | 0.01% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,421 | $358.0K | 0.06% | −12−0.8% | Reduced |
| Adviser Investments LLC | 1,419 | $358.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,413 | $356.0K | 0.02% | −1−0.1% | Reduced |
| Quantitative Investment Management, LLC | 1,406 | $354.0K | 0.06% | +1,406 | New |
| Wellington Shields Capital Management, LLC | 1,400 | $353.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 438 | $353.0K | 0.03% | +438 | New |
| CAPROCK Group, Inc. | 1,397 | $352.0K | 0.03% | +42+3.1% | Added |
| Kolinsky Wealth Management, LLC | 1,384 | $349.0K | 0.44% | +6+0.4% | Added |
| Clearstead Advisors, LLC | 1,382 | $348.0K | 0.03% | +39+2.9% | Added |
| Ameritas Investment Partners, Inc. | 1,375 | $346.0K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 1,376 | $346.0K | 0.31% | +1,376 | New |
| EPG Wealth Management LLC | 1,371 | $345.0K | 0.14% | +332+32.0% | Added |
| Checchi Capital Advisers, LLC | 1,346 | $339.0K | 0.04% | +37+2.8% | Added |
| Cigna Investments Inc | 1,341 | $338.0K | 0.08% | −72−5.1% | Reduced |
| Basepoint Wealth LLC | 1,341 | $337.8K | 0.36% | +6+0.4% | Added |
| Gateway Investment Advisers LLC | 1,330 | $335.0K | 0.00% | −1,104−45.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,324 | $334.0K | 0.02% | +49+3.8% | Added |
| Eudaimonia Partners, LLC | 1,320 | $333.0K | 0.09% | −47−3.4% | Reduced |
| Centiva Capital, LP | 1,315 | $331.0K | 0.02% | −3,526−72.8% | Reduced |
| Toroso Investments, LLC | 1,306 | $329.0K | 0.01% | +25+2.0% | Added |
| Tectonic Advisors LLC | 1,307 | $329.0K | 0.06% | +146+12.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,303 | $328.0K | 0.47% | +150+13.0% | Added |
| Becker Capital Management Inc | 1,298 | $327.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ibex Wealth Advisors | 1,291 | $325.0K | 0.08% | −9−0.7% | Reduced |
| First Bank & Trust | 1,267 | $319.0K | 0.12% | +49+4.0% | Added |
| KMG Fiduciary Partners, LLC | 1,259 | $317.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Sunflower Bank, N.A. | 1,236 | $311.0K | 0.07% | −166−11.8% | Reduced |
| Profund Advisors LLC | 1,207 | $304.0K | 0.02% | +15+1.3% | Added |
| 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 |
| Snowden Capital Advisors LLC | 1,188 | $299.0K | 0.01% | −742−38.4% | Reduced |
| Americana Partners, LLC | 1,186 | $298.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wedbush Securities Inc | 1,151 | $290.0K | 0.02% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,148 | $289.0K | 0.23% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,142 | $288.0K | 0.00% | −95−7.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,137 | $286.0K | 0.03% | 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 |
| Bailard, Inc. | 1,119 | $282.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 1,115 | $281.0K | 0.05% | −77−6.5% | Reduced |
| St Germain D J Co Inc | 1,170 | $278.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,097 | $276.0K | 0.00% | 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 |
| 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 |
| 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 |
| Focus Financial Network, Inc. | 1,061 | $267.2K | 0.02% | +1+0.1% | Added |
| Karpas Strategies, LLC | 1,060 | $267.0K | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 1,061 | $267.0K | 0.01% | +158+17.5% | Added |
| JBF Capital, Inc. | 1,050 | $265.0K | 0.07% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,048 | $264.0K | 0.01% | +2+0.2% | Added |
| Fund Management at Engine No. 1 LLC | 1,040 | $262.0K | 0.08% | −70−6.3% | Reduced |
| Renaissance Group LLC | 1,024 | $259.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,022 | $257.0K | 0.01% | −1,015−49.8% | Reduced |
| Vishria Bird Financial Group, LLC | 1,009 | $254.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Beaton Management Co. Inc. | 991 | $250.0K | 0.19% | 00.0% | Unchanged |
| Park National Corp | 977 | $246.0K | 0.01% | −1−0.1% | 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 |
| Fukoku Mutual Life Insurance Co | 969 | $244.0K | 0.02% | −220−18.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 961 | $242.0K | 0.01% | −359−27.2% | Reduced |
| MV Capital Management, Inc. | 951 | $240.0K | 0.04% | +762+403.2% | Added |
| WealthTrust Axiom LLC | 950 | $239.0K | 0.09% | 00.0% | Unchanged |