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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 943 | $238.0K | 0.01% | +943 | New |
| 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 |
| Evercore Wealth Management, LLC | 931 | $234.0K | 0.01% | +70+8.1% | Added |
| Oliver Luxxe Assets LLC | 923 | $233.0K | 0.07% | −13−1.4% | Reduced |
| 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 |
| 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 |
| AIA Group Ltd | 910 | $229.0K | 0.01% | −560−38.1% | Reduced |
| Cito Capital Group, LLC | 901 | $227.0K | 0.13% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 898 | $226.3K | 0.08% | +46+5.4% | Added |
| 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 |
| Cairn Investment Group, Inc. | 888 | $224.0K | 0.19% | 00.0% | Unchanged |
| Quent Capital, LLC | 875 | $221.0K | 0.05% | +134+18.1% | Added |
| Waldron Private Wealth LLC | 876 | $220.0K | 0.01% | +20+2.3% | Added |
| ASB Consultores, LLC | 866 | $218.0K | 0.10% | 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 |
| Rockland Trust Co | 855 | $215.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co | 843 | $212.0K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 840 | $212.0K | 0.02% | +840 | New |
| Financial Insights, Inc. | 836 | $211.0K | 0.14% | +836 | New |
| V Wealth Advisors LLC | 837 | $211.0K | 0.04% | +837 | 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 |
| 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 |
| OneAscent Wealth Management LLC | 818 | $206.0K | 0.11% | −40−4.7% | Reduced |
| Gotham Asset Management, LLC | 817 | $206.0K | 0.01% | +817 | New |
| Washington Trust Bank | 814 | $205.0K | 0.03% | +814 | New |
| Leavell Investment Management, Inc. | 812 | $205.0K | 0.02% | +812 | New |
| Washington Trust Advisors, Inc. | 810 | $204.0K | 0.02% | −125−13.4% | Reduced |
| Hamilton Capital, LLC | 812 | $204.0K | 0.01% | +812 | New |
| Hyman Charles D | 803 | $202.0K | 0.02% | −1,000−55.5% | Reduced |
| EverSource Wealth Advisors, LLC | 804 | $202.0K | 0.05% | −98−10.9% | Reduced |
| Seeyond | 803 | $202.0K | 0.02% | −43−5.1% | Reduced |
| Capital Analysts, LLC | 803 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 796 | $201.0K | 0.01% | +796 | New |
| Schulhoff & Co Inc | 800 | $201.0K | 0.10% | +800 | New |
| Valeo Financial Advisors, LLC | 796 | $201.0K | 0.01% | +796 | New |
| Harbour Investments, Inc. | 833 | $198.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 781 | $198.0K | 0.01% | +10+1.3% | Added |
| Sentry Investment Management LLC | 732 | $184.0K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 686 | $173.0K | 0.01% | −1,388−66.9% | Reduced |
| Aua Capital Management, LLC | 670 | $169.0K | 0.11% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $152.0K | 0.30% | 00.0% | Unchanged |
| Covington Capital Management | 589 | $148.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 583 | $147.0K | 0.02% | −15−2.5% | Reduced |
| Fortis Advisors, LLC | 581 | $146.0K | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $141.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 553 | $139.0K | 0.03% | +553 | New |
| Motco | 530 | $134.0K | 0.01% | +325+158.5% | Added |
| Penserra Capital Management LLC | 528 | $133.0K | 0.00% | +12+2.3% | Added |
| Covestor Ltd | 508 | $128.0K | 0.11% | +212+71.6% | Added |
| First Personal Financial Services | 508 | $128.0K | 0.04% | +468+1,170.0% | Added |
| Deseret Mutual Benefit Administrators | 489 | $123.0K | 0.03% | −128−20.7% | Reduced |
| Point72 Hong Kong Ltd | 484 | $122.0K | 0.01% | +484 | New |
| Hexagon Capital Partners LLC | 470 | $118.0K | 0.04% | +20+4.4% | Added |
| Core Alternative Capital | 460 | $116.0K | 0.02% | +50+12.2% | Added |
| Caldwell Trust Co | 449 | $113.1K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 449 | $113.0K | 0.00% | −3−0.7% | Reduced |
| CVA Family Office, LLC | 440 | $111.0K | 0.03% | +100+29.4% | Added |
| Tortoise Investment Management, LLC | 441 | $111.0K | 0.02% | +269+156.4% | Added |
| GHP Investment Advisors, Inc. | 416 | $105.0K | 0.01% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 388 | $98.0K | 0.01% | −22−5.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 364 | $92.0K | 0.00% | −14−3.7% | Reduced |
| CoreFirst Bank & Trust | 361 | $91.0K | 0.08% | +29+8.7% | Added |
| Webster Bank, N. A. | 359 | $90.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 359 | $90.0K | 0.03% | +9+2.6% | Added |
| United Community Bank | 349 | $87.9K | 0.09% | +75+27.4% | Added |
| Capitolis Advisors LLC | 346 | $87.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 327 | $87.0K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 339 | $85.4K | 0.00% | −40,754−99.2% | Reduced |
| TCI Wealth Advisors, Inc. | 332 | $84.0K | 0.01% | −45−11.9% | Reduced |
| Field & Main Bank | 335 | $84.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 350 | $83.0K | 0.00% | +24+7.4% | Added |
| Resources Management Corp | 330 | $83.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 327 | $82.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 324 | $82.0K | 0.05% | +52+19.1% | Added |
| Desjardins Global Asset Management Inc. | 323 | $81.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 306 | $77.0K | 0.05% | −80−20.7% | Reduced |
| Tradition Wealth Management, LLC | 306 | $77.0K | 0.01% | +3+1.0% | Added |
| Acadian Asset Management LLC | 308 | $77.0K | 0.00% | +308 | New |
| Alta Advisers Ltd | 300 | $76.0K | 0.05% | +300 | New |
| Archer Investment Corp | 290 | $73.1K | 0.03% | 00.0% | Unchanged |
| American National Bank | 291 | $73.0K | 0.02% | +291 | New |
| Zions Bancorporation, N.A. | 280 | $71.0K | 0.01% | +24+9.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 277 | $70.0K | 0.00% | −479−63.4% | Reduced |
| Geneos Wealth Management Inc. | 278 | $70.0K | 0.00% | −446−61.6% | Reduced |