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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 472 | $147.1K | 0.08% | +472 | New |
| St Germain D J Co Inc | 1,820 | $156.1K | 0.05% | +650+55.6% | Added |
| International Assets Investment Management, LLC | 103,180 | $158.3K | 0.02% | +102,627+18,558.2% | Added |
| Lansing Street Advisors | 522 | $162.5K | 0.11% | +522 | New |
| Core Alternative Capital | 555 | $172.8K | 0.02% | +95+20.7% | Added |
| Princeton Global Asset Management LLC | 560 | $174.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 573 | $177.0K | 0.00% | +45+8.5% | Added |
| Aua Capital Management, LLC | 577 | $179.7K | 0.12% | −93−13.9% | Reduced |
| Fortis Advisors, LLC | 581 | $180.9K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 582 | $181.2K | 0.02% | −228−28.1% | Reduced |
| Private Trust Co NA | 584 | $182.0K | 0.03% | +1+0.2% | Added |
| Proequities, Inc. | 588 | $183.1K | 0.01% | +588 | New |
| Dougherty Wealth Advisers LLC | 603 | $187.8K | 0.31% | 00.0% | Unchanged |
| Rebalance, LLC | 640 | $199.3K | 0.02% | +640 | New |
| Beck Mack & Oliver LLC | 648 | $201.8K | 0.01% | +648 | New |
| Bickling Financial Services, Inc. | 649 | $201.9K | 0.13% | +649 | New |
| Arthur M. Cohen & Associates, LLC | 650 | $202.4K | 0.06% | +650 | New |
| YorkBridge Wealth Partners, LLC | 650 | $202.4K | 0.05% | +650 | New |
| Avantax Planning Partners, Inc. | 659 | $205.2K | 0.01% | +659 | New |
| Capital Advisors Inc | 669 | $208.3K | 0.01% | +669 | New |
| Whalerock Point Partners, LLC | 669 | $208.3K | 0.08% | +669 | New |
| Cary Street Partner Investment Advisory LLC | 674 | $209.9K | 0.02% | +674 | New |
| MorganRosel Wealth Management, LLC | 677 | $210.8K | 0.10% | +677 | New |
| Peapack Gladstone Financial Corp | 679 | $211.0K | 0.00% | +679 | New |
| Five Oceans Advisors | 680 | $211.7K | 0.15% | +680 | New |
| Smith, Moore & Co. | 684 | $213.0K | 0.03% | +684 | New |
| Miracle Mile Advisors, LLC | 684 | $213.0K | 0.01% | +684 | New |
| Argus Investors' Counsel, Inc. | 685 | $213.3K | 0.17% | +685 | New |
| Edge Capital Group, LLC | 690 | $214.8K | 0.01% | +4+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 691 | $215.0K | 0.00% | +414+149.5% | Added |
| EverSource Wealth Advisors, LLC | 693 | $215.6K | 0.03% | −111−13.8% | Reduced |
| Great Waters Wealth Management | 637 | $218.5K | 0.05% | +637 | New |
| Waldron Private Wealth LLC | 876 | $220.0K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 708 | $220.4K | 0.04% | +708 | New |
| Brainard Capital Management LLC | 708 | $220.4K | 0.19% | +708 | New |
| Sigma Planning Corp | 711 | $221.6K | 0.01% | +711 | New |
| Garrison Asset Management, LLC | 712 | $221.7K | 0.14% | +712 | New |
| Progressive Investment Management Corp | 720 | $224.2K | 0.09% | +720 | New |
| Shelton Capital Management | 721 | $224.5K | 0.02% | +721 | New |
| Courier Capital LLC | 730 | $227.3K | 0.03% | +730 | New |
| Sentry Investment Management LLC | 732 | $228.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 741 | $231.0K | 0.10% | +741 | New |
| Burke & Herbert Bank & Trust Co | 752 | $234.0K | 0.17% | +752 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 755 | $235.1K | 0.04% | +755 | New |
| Hilltop Holdings Inc. | 758 | $236.0K | 0.03% | −77−9.2% | Reduced |
| Kathmere Capital Management, LLC | 758 | $236.0K | 0.04% | +758 | New |
| OneAscent Wealth Management LLC | 762 | $237.0K | 0.11% | −56−6.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 762 | $237.3K | 0.03% | +762 | New |
| First Nebraska Trust Co | 765 | $238.2K | 0.03% | +765 | New |
| Affinity Investment Advisors, LLC | 770 | $239.8K | 0.11% | −80−9.4% | Reduced |
| Counterpoint Mutual Funds LLC | 777 | $241.9K | 0.26% | +777 | New |
| Rathbone Brothers plc | 783 | $243.8K | 0.00% | +783 | New |
| Smithfield Trust Co | 781 | $244.0K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 795 | $247.5K | 0.06% | +795 | New |
| Squarepoint Ops LLC | 795 | $247.5K | 0.00% | −11,689−93.6% | Reduced |
| Scotia Capital Inc. | 796 | $247.8K | 0.00% | +796 | New |
| Allworth Financial LP | 797 | $247.9K | 0.00% | +579+265.6% | Added |
| Bryn Mawr Trust Co | 796 | $248.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 800 | $249.1K | 0.02% | −3−0.4% | Reduced |
| Schulhoff & Co Inc | 800 | $249.1K | 0.11% | 00.0% | Unchanged |
| Hyman Charles D | 803 | $250.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $250.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 804 | $250.0K | 0.01% | +567+239.2% | Added |
| Great Valley Advisor Group, Inc. | 804 | $250.1K | 0.01% | +804 | New |
| Gallacher Capital Management LLC | 804 | $250.5K | 0.15% | +804 | New |
| Aureus Asset Management, LLC | 807 | $251.3K | 0.02% | −44−5.2% | Reduced |
| Modera Wealth Management, LLC | 807 | $251.3K | 0.01% | +807 | New |
| Leavell Investment Management, Inc. | 812 | $253.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 814 | $254.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 819 | $255.0K | 0.03% | +819 | New |
| Cornerstone Planning Group LLC | 798 | $257.9K | 0.11% | +798 | New |
| Moloney Securities Asset Management, LLC | 830 | $258.3K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 830 | $258.5K | 0.02% | +18+2.2% | Added |
| V Wealth Advisors LLC | 837 | $260.8K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 839 | $261.2K | 0.05% | −55−6.2% | Reduced |
| Whittier Trust Co | 843 | $262.5K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 849 | $264.4K | 0.01% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 850 | $264.7K | 0.10% | 00.0% | Unchanged |
| Rockland Trust Co | 855 | $266.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 855 | $266.2K | 0.12% | −40−4.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 859 | $267.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 858 | $267.2K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 877 | $273.1K | 0.01% | −100−10.2% | Reduced |
| Cairn Investment Group, Inc. | 888 | $276.0K | 0.21% | 00.0% | Unchanged |
| Renaissance Group LLC | 888 | $276.5K | 0.01% | −136−13.3% | Reduced |
| Ignite Planners, LLC | 806 | $277.6K | 0.12% | +806 | New |
| Frank, Rimerman Advisors LLC | 893 | $278.1K | 0.09% | −5−0.6% | Reduced |
| ASB Consultores, LLC | 894 | $278.4K | 0.12% | +28+3.2% | Added |
| JBF Capital, Inc. | 900 | $280.2K | 0.07% | −150−14.3% | Reduced |
| Cito Capital Group, LLC | 901 | $281.0K | 0.15% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 913 | $284.3K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 920 | $286.5K | 0.08% | −3−0.3% | Reduced |
| Green Harvest Asset Management LLC | 920 | $286.5K | 0.01% | +920 | New |
| Industrial Alliance Investment Management Inc. | 925 | $288.0K | 0.01% | −36−3.7% | Reduced |
| IHT Wealth Management, LLC | 936 | $291.3K | 0.02% | +5+0.5% | Added |
| Burt Wealth Advisors | 942 | $293.3K | 0.10% | +942 | New |
| Evercore Wealth Management, LLC | 943 | $293.6K | 0.01% | +12+1.3% | Added |
| BLB&B Advisors, LLC | 948 | $295.2K | 0.02% | −25−2.6% | Reduced |
| WealthTrust Axiom LLC | 950 | $295.8K | 0.10% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 952 | $296.4K | 0.04% | −42−4.2% | Reduced |