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, Q4 2022
Institutional positions in Ameriprise Financial Inc as of Dec 31, 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
- 1,028
- +102 vs. Q3 2022
- Shares held
- 88.2M
- +310.1K (+0.4%) vs. Q3 2022
- Total value
- $27.4B
- +$5.22B (+23.6%) vs. Q3 2022
- New holders
- 160
- 315 more added
- Sold out
- 58
- 346 more reduced
16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bangor Savings Bank | 94 | $29.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 95 | $29.6K | 0.00% | +2+2.2% | Added |
| PFS Partners, LLC | 95 | $29.6K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 95 | $30.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $31.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $31.0K | 0.00% | +62+172.2% | Added |
| Norway Savings Bank | 100 | $31.1K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $31.1K | 0.00% | +100 | New |
| U.S. Capital Wealth Advisors, LLC | 100 | $31.1K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 102 | $31.8K | 0.01% | +33+47.8% | Added |
| FinTrust Capital Advisors, LLC | 102 | $31.8K | 0.01% | +102 | New |
| Federation des caisses Desjardins du Quebec | 103 | $32.1K | 0.00% | −2,325−95.8% | Reduced |
| Trifecta Capital Advisors, LLC | 105 | $32.7K | 0.01% | +105 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $34.0K | 0.30% | −110−50.0% | Reduced |
| Hanson & Doremus Investment Management | 109 | $34.0K | 0.01% | −44−28.8% | Reduced |
| Pin Oak Investment Advisors Inc | 112 | $35.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 121 | $38.0K | 0.00% | +121 | New |
| Okabena Investment Services Inc | 130 | $40.5K | 0.03% | +130 | New |
| Global Financial Private Client, LLC | 133 | $41.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 133 | $41.4K | 0.01% | +125+1,562.5% | Added |
| Financial Perspectives, Inc | 137 | $42.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $44.2K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 145 | $45.1K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 145 | $45.2K | 0.03% | +15+11.5% | Added |
| Evermay Wealth Management LLC | 146 | $45.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 149 | $46.4K | 0.02% | +149 | New |
| Bray Capital Advisors | 150 | $46.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $47.0K | 0.01% | +14+10.2% | Added |
| Silvant Capital Management LLC | 152 | $47.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $47.6K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $49.5K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $50.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 162 | $50.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 162 | $50.4K | 0.02% | −2−1.2% | Reduced |
| First Financial Corp | 163 | $50.8K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 166 | $51.7K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 167 | $52.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 173 | $54.0K | 0.03% | −16−8.5% | Reduced |
| ICA Group Wealth Management, LLC | 162 | $54.3K | 0.01% | +162 | New |
| Montag A & Associates Inc | 186 | $57.9K | 0.00% | +21+12.7% | Added |
| Harbor Investment Advisory, LLC | 191 | $59.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $62.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $62.0K | 0.04% | +201 | New |
| Arcus Capital Partners, LLC | 200 | $62.3K | 0.02% | +200 | New |
| Hantz Financial Services, Inc. | 202 | $63.0K | 0.00% | +70+53.0% | Added |
| Motco | 205 | $63.8K | 0.00% | −325−61.3% | Reduced |
| Stonebridge Capital Advisors LLC | 208 | $64.8K | 0.01% | +200+2,500.0% | Added |
| Brown Brothers Harriman & Co | 216 | $67.3K | 0.00% | +3+1.4% | Added |
| Money Concepts Capital Corp | 218 | $67.8K | 0.00% | +21+10.7% | Added |
| Coston, McIsaac & Partners | 219 | $68.0K | 0.03% | +35+19.0% | Added |
| DuPont Capital Management Corp | 232 | $72.2K | 0.00% | −23−9.0% | Reduced |
| Armstrong Advisory Group, Inc | 237 | $73.8K | 0.01% | +237 | New |
| Heritage Wealth Advisors | 240 | $74.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 241 | $75.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 242 | $75.4K | 0.01% | −36−12.9% | Reduced |
| Pinnacle Bancorp, Inc. | 245 | $76.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 245 | $76.3K | 0.00% | −29,215−99.2% | Reduced |
| Exos TFP Holdings LLC | 245 | $76.3K | 0.02% | +245 | New |
| Gables Capital Management Inc. | 250 | $77.8K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 255 | $79.4K | 0.02% | −10−3.8% | Reduced |
| Central Bank & Trust Co | 260 | $81.0K | 0.02% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 260 | $81.0K | 0.04% | +260 | New |
| McIlrath & Eck, LLC | 261 | $81.3K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 265 | $83.0K | 0.00% | +65+32.5% | Added |
| Deseret Mutual Benefit Administrators | 267 | $83.1K | 0.03% | −222−45.4% | Reduced |
| Accurate Wealth Management, LLC | 270 | $86.2K | 0.03% | +270 | New |
| Kistler-Tiffany Companies, LLC | 279 | $86.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 284 | $88.4K | 0.03% | −186−39.6% | Reduced |
| Archer Investment Corp | 290 | $90.3K | 0.04% | 00.0% | Unchanged |
| American National Bank | 291 | $91.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $93.0K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 301 | $94.0K | 0.06% | −5−1.6% | Reduced |
| Zions Bancorporation, N.A. | 302 | $94.0K | 0.01% | +22+7.9% | Added |
| Geneos Wealth Management Inc. | 302 | $94.0K | 0.01% | +24+8.6% | Added |
| Tradition Wealth Management, LLC | 306 | $95.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 309 | $96.2K | 0.09% | −40−11.5% | Reduced |
| Arlington Partners LLC | 309 | $96.2K | 0.02% | +162+110.2% | Added |
| Desjardins Global Asset Management Inc. | 321 | $99.0K | 0.02% | −2−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 319 | $99.0K | 0.00% | +319 | New |
| Covestor Ltd | 324 | $101.0K | 0.08% | −184−36.2% | Reduced |
| Kozak & Associates, Inc. | 327 | $102.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 330 | $103.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 332 | $103.4K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 335 | $104.3K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 335 | $104.3K | 0.03% | −105−23.9% | Reduced |
| CoreFirst Bank & Trust | 355 | $110.5K | 0.08% | −6−1.7% | Reduced |
| First Personal Financial Services | 358 | $111.5K | 0.03% | −150−29.5% | Reduced |
| Webster Bank, N. A. | 359 | $112.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 364 | $113.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 385 | $120.0K | 0.05% | +385 | New |
| BerganKDV Wealth Management, LLC | 386 | $120.3K | 0.01% | −2−0.5% | Reduced |
| Parkside Financial Bank & Trust | 388 | $120.8K | 0.03% | +29+8.1% | Added |
| Ronald Blue Trust, Inc. | 492 | $124.0K | 0.00% | +142+40.6% | Added |
| GHP Investment Advisors, Inc. | 417 | $129.7K | 0.01% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 420 | $130.8K | 0.07% | +96+29.6% | Added |
| Point72 Middle East FZE | 424 | $132.0K | 0.01% | +424 | New |
| Tortoise Investment Management, LLC | 438 | $136.4K | 0.02% | −3−0.7% | Reduced |
| 3Chopt Investment Partners, LLC | 448 | $139.5K | 0.08% | +448 | New |
| Caldwell Trust Co | 449 | $139.8K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 457 | $142.3K | 0.06% | +457 | New |