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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 953 | $297.0K | 0.02% | +124+15.0% | Added |
| MV Capital Management, Inc. | 958 | $298.3K | 0.05% | +7+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 964 | $300.1K | 0.01% | +29+3.1% | Added |
| Interchange Capital Partners, LLC | 965 | $300.5K | 0.31% | −1,221−55.9% | Reduced |
| Pinnacle Associates Ltd | 966 | $300.7K | 0.01% | +23+2.4% | Added |
| Fukoku Mutual Life Insurance Co | 969 | $301.7K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 975 | $303.7K | 0.02% | +26+2.7% | Added |
| Rothschild Investment Corp | 983 | $306.0K | 0.03% | +983 | New |
| Blueshift Asset Management, LLC | 987 | $307.3K | 0.14% | +987 | New |
| Beaton Management Co. Inc. | 991 | $309.0K | 0.21% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 998 | $310.7K | 0.03% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $311.0K | 0.23% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,000 | $311.4K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $312.3K | 0.06% | +80+8.7% | Added |
| Vishria Bird Financial Group, LLC | 1,009 | $314.0K | 0.22% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,009 | $314.0K | 0.05% | +181+21.9% | Added |
| Harbour Investments, Inc. | 1,016 | $316.4K | 0.02% | +183+22.0% | Added |
| Citizens Financial Group Inc | 1,022 | $318.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,045 | $325.4K | 0.14% | −40−3.7% | Reduced |
| Americana Partners, LLC | 1,059 | $329.7K | 0.06% | −127−10.7% | Reduced |
| Karpas Strategies, LLC | 1,060 | $330.1K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,063 | $331.0K | 0.02% | +267+33.5% | Added |
| Appleton Partners Inc | 1,065 | $332.0K | 0.03% | −396−27.1% | Reduced |
| Everett Harris & Co | 1,072 | $334.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,073 | $334.0K | 0.07% | +1,073 | New |
| YHB Investment Advisors, Inc. | 1,073 | $334.1K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 1,085 | $338.0K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,019 | $339.5K | 0.16% | +161+18.8% | Added |
| First Business Financial Services, Inc. | 1,093 | $340.0K | 0.05% | −9,124−89.3% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $340.0K | 0.39% | 00.0% | Unchanged |
| Keel Point, LLC | 1,096 | $341.3K | 0.05% | −19−1.7% | Reduced |
| Focus Financial Network, Inc. | 1,097 | $341.7K | 0.03% | +36+3.4% | Added |
| Carlson Capital Management | 1,105 | $344.1K | 0.02% | −19−1.7% | Reduced |
| C M Bidwell & Associates Ltd | 1,105 | $344.1K | 0.27% | +1,105 | New |
| Wedbush Securities Inc | 1,111 | $346.0K | 0.02% | −40−3.5% | Reduced |
| SG Americas Securities, LLC | 1,116 | $347.0K | 0.01% | −10,479−90.4% | Reduced |
| Bailard, Inc. | 1,119 | $348.4K | 0.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,119 | $348.5K | 0.04% | −41−3.5% | Reduced |
| Eudaimonia Partners, LLC | 1,123 | $349.7K | 0.09% | −197−14.9% | Reduced |
| Stock Yards Bank & Trust Co | 1,125 | $350.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,126 | $350.6K | 0.01% | +309+37.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,132 | $352.5K | 0.01% | −309−21.4% | Reduced |
| Alps Advisors Inc | 1,132 | $352.5K | 0.00% | −10−0.9% | Reduced |
| Stephens Inc | 1,132 | $352.5K | 0.01% | +71+6.7% | Added |
| Financial Insights, Inc. | 1,133 | $352.8K | 0.17% | +297+35.5% | Added |
| Diversified Trust Co | 1,138 | $354.0K | 0.01% | +1,138 | New |
| Profund Advisors LLC | 1,144 | $356.2K | 0.02% | −63−5.2% | Reduced |
| Flputnam Investment Management Co | 1,146 | $357.0K | 0.01% | −18−1.5% | Reduced |
| Benedetti & Gucer, Inc. | 1,148 | $357.0K | 0.26% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,154 | $359.0K | 0.02% | −1,450−55.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,171 | $364.6K | 0.09% | +131+12.6% | Added |
| Johnson Financial Group, Inc. | 1,177 | $366.5K | 0.03% | −98−7.7% | Reduced |
| Hilltop Partners LLC | 1,178 | $366.8K | 0.20% | +1,178 | New |
| Weil Company, Inc. | 1,200 | $373.6K | 0.17% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,200 | $373.6K | 0.19% | +1,200 | New |
| Verdence Capital Advisors LLC | 1,202 | $374.2K | 0.05% | −3,425−74.0% | Reduced |
| Snowden Capital Advisors LLC | 1,202 | $374.3K | 0.02% | +14+1.2% | Added |
| Orion Portfolio Solutions, LLC | 1,203 | $374.6K | 0.01% | +155+14.8% | Added |
| Enzi Wealth | 1,110 | $378.5K | 0.18% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,216 | $379.0K | 0.08% | −20−1.6% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $379.9K | 0.05% | −180−12.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $386.7K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,243 | $387.0K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,250 | $389.2K | 0.01% | +1,250 | New |
| First Bank & Trust | 1,254 | $390.0K | 0.11% | −13−1.0% | Reduced |
| Wealthspire Advisors, LLC | 1,253 | $390.1K | 0.01% | +419+50.2% | Added |
| KMG Fiduciary Partners, LLC | 1,259 | $392.0K | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,279 | $398.2K | 0.06% | −28−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,282 | $399.2K | 0.04% | −64−4.8% | Reduced |
| Perritt Capital Management Inc | 1,294 | $402.8K | 0.23% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,296 | $403.5K | 0.21% | +1,296 | New |
| Becker Capital Management Inc | 1,298 | $404.2K | 0.02% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,304 | $406.0K | 0.56% | +1+0.1% | Added |
| Mission Wealth Management, LP | 1,320 | $410.9K | 0.02% | +76+6.1% | Added |
| Ci Investments Inc. | 1,326 | $413.0K | 0.00% | −117−8.1% | Reduced |
| McLean Asset Management Corp | 1,343 | $418.1K | 0.14% | +3+0.2% | Added |
| Basepoint Wealth LLC | 1,346 | $419.1K | 0.37% | +5+0.4% | Added |
| Cigna Investments Inc | 1,351 | $420.0K | 0.09% | +10+0.7% | Added |
| TCTC Holdings, LLC | 1,352 | $421.0K | 0.02% | +1,350+67,500.0% | Added |
| Ibex Wealth Advisors | 1,356 | $422.0K | 0.10% | +65+5.0% | Added |
| Toroso Investments, LLC | 1,358 | $423.0K | 0.02% | +52+4.0% | Added |
| EPG Wealth Management LLC | 1,361 | $423.9K | 0.16% | −10−0.7% | Reduced |
| We Are One Seven, LLC | 1,400 | $425.7K | 0.04% | +962+219.6% | Added |
| Fort Washington Investment Advisors Inc | 1,373 | $428.0K | 0.00% | −117−7.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,375 | $428.0K | 0.49% | −9−0.7% | Reduced |
| EP Wealth Advisors, LLC | 1,376 | $428.5K | 0.01% | +1,376 | New |
| CAPROCK Group, Inc. | 1,378 | $429.1K | 0.04% | −19−1.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,313 | $430.9K | 0.25% | +18+1.4% | Added |
| Moneta Group Investment Advisors LLC | 1,237 | $433.2K | 0.01% | −255−17.1% | Reduced |
| Hancock Whitney Corp | 1,397 | $435.0K | 0.02% | −343−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,285 | $435.0K | 0.02% | −90−6.5% | Reduced |
| Hillsdale Investment Management Inc. | 1,400 | $435.9K | 0.04% | −300−17.6% | Reduced |
| Pinnacle Financial Partners Inc | 1,403 | $436.9K | 0.01% | −466−24.9% | Reduced |
| Clearstead Advisors, LLC | 1,417 | $441.2K | 0.03% | +35+2.5% | Added |
| Lyell Wealth Management, LP | 1,418 | $441.5K | 0.07% | −3−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,419 | $441.9K | 0.02% | +6+0.4% | Added |
| Ossiam | 1,425 | $443.7K | 0.01% | −17,263−92.4% | Reduced |
| Ballentine Partners, LLC | 1,442 | $449.0K | 0.01% | −9−0.6% | Reduced |
| Forum Financial Management, LP | 1,443 | $449.4K | 0.01% | −19−1.3% | Reduced |
| NewEdge Wealth, LLC | 1,448 | $450.9K | 0.02% | +554+62.0% | Added |