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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 1,454 | $452.7K | 0.31% | −20−1.4% | Reduced |
| Crewe Advisors LLC | 1,457 | $453.7K | 0.07% | −84−5.5% | Reduced |
| Dakota Community Bank & Trust NA | 1,460 | $455.0K | 2.59% | +15+1.0% | Added |
| Eagle Global Advisors LLC | 1,480 | $460.8K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,481 | $461.3K | 0.08% | +606+69.3% | Added |
| Coastal Bridge Advisors, LLC | 1,491 | $464.4K | 0.13% | +17+1.2% | Added |
| Csenge Advisory Group | 1,493 | $464.9K | 0.04% | −12−0.8% | Reduced |
| Renasant Bank | 1,494 | $465.2K | 0.35% | +118+8.6% | Added |
| Lincoln National Corp | 1,502 | $467.6K | 0.01% | +56+3.9% | Added |
| DoubleLine ETF Adviser LP | 1,503 | $468.0K | 0.24% | +1,503 | New |
| Douglas Lane & Associates, LLC | 1,508 | $469.5K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 1,510 | $470.0K | 0.18% | −57−3.6% | Reduced |
| Estabrook Capital Management | 1,511 | $470.5K | 0.08% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,427 | $470.9K | 0.01% | +8+0.6% | Added |
| Congress Wealth Management LLC | 1,529 | $476.1K | 0.01% | −7−0.5% | Reduced |
| Neo Ivy Capital Management | 1,554 | $484.0K | 0.33% | +1,554 | New |
| Cambridge Trust Co | 1,571 | $489.0K | 0.02% | −163−9.4% | Reduced |
| Coastline Trust Co | 1,585 | $493.5K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 1,593 | $496.0K | 0.03% | −128−7.4% | Reduced |
| Howard Capital Management Group, LLC | 1,609 | $501.0K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,612 | $501.9K | 0.02% | +2+0.1% | Added |
| Fort Point Capital Partners LLC | 1,615 | $502.9K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 1,616 | $503.1K | 0.24% | +6+0.4% | Added |
| Grove Bank & Trust | 1,618 | $504.0K | 0.11% | −54−3.2% | Reduced |
| IFP Advisors, Inc | 3,475 | $505.0K | 0.02% | +989+39.8% | Added |
| Charter Oak Capital Management, LLC | 1,627 | $506.6K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,644 | $512.0K | 0.02% | −9,951−85.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,646 | $513.0K | 0.21% | −165−9.1% | Reduced |
| Pointe Capital Management LLC | 1,658 | $516.0K | 0.40% | −65−3.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,666 | $518.9K | 0.05% | −48−2.8% | Reduced |
| Walleye Trading LLC | 1,676 | $521.9K | 0.01% | −2,864−63.1% | Reduced |
| Ancora Advisors, LLC | 1,683 | $524.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,687 | $525.3K | 0.00% | +590+53.8% | Added |
| Insight Advisors, LLC | 1,700 | $528.1K | 0.18% | −5−0.3% | Reduced |
| Gabelli Funds LLC | 1,700 | $529.3K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 1,709 | $532.1K | 0.02% | +21+1.2% | Added |
| Allstate Investment Management Co | 1,709 | $532.1K | 0.02% | +1,709 | New |
| Legacy Trust | 1,735 | $540.2K | 0.17% | +1,735 | New |
| Belpointe Asset Management LLC | 1,756 | $546.7K | 0.03% | −1,658−48.6% | Reduced |
| Acadian Asset Management LLC | 1,762 | $547.0K | 0.00% | +1,454+472.1% | Added |
| Inceptionr LLC | 1,765 | $549.6K | 0.29% | +1,765 | New |
| Evergreen Capital Management LLC | 1,768 | $550.5K | 0.03% | +1,768 | New |
| Moody National Bank Trust Division | 1,770 | $551.0K | 0.05% | −179−9.2% | Reduced |
| ERn Financial, LLC | 1,772 | $551.7K | 0.13% | −16−0.9% | Reduced |
| First Commonwealth Financial Corp | 1,785 | $555.8K | 0.21% | −369−17.1% | Reduced |
| IFG Advisory, LLC | 1,786 | $556.0K | 0.06% | −179−9.1% | Reduced |
| Domani Wealth, LLC | 1,800 | $560.0K | 0.14% | 00.0% | Unchanged |
| Weiss Asset Management LP | 1,815 | $565.1K | 0.03% | −9,560−84.0% | Reduced |
| Dodge & Cox | 1,827 | $568.9K | 0.00% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 1,837 | $572.0K | 0.07% | −40−2.1% | Reduced |
| Clarius Group, LLC | 1,838 | $572.0K | 0.05% | +20+1.1% | Added |
| Essex Financial Services, Inc. | 1,847 | $575.0K | 0.06% | +4+0.2% | Added |
| Prosperity Consulting Group, LLC | 1,852 | $576.7K | 0.38% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,865 | $581.0K | 0.02% | −1,800−49.1% | Reduced |
| Verition Fund Management LLC | 1,872 | $582.9K | 0.01% | −3,171−62.9% | Reduced |
| Los Angeles Capital Management LLC | 1,875 | $583.8K | 0.00% | −4,419−70.2% | Reduced |
| KLR Investment Advisors, LLC | 1,876 | $584.1K | 0.48% | +1,876 | New |
| Stonegate Investment Group, LLC | 1,883 | $586.3K | 0.03% | +57+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,884 | $586.7K | 0.11% | +238+14.5% | Added |
| Old North State Trust, LLC | 1,891 | $589.0K | 0.39% | +164+9.5% | Added |
| Colony Group LLC | 1,936 | $603.0K | 0.01% | −1,426−42.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,938 | $603.4K | 0.05% | +362+23.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,941 | $604.4K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,962 | $611.0K | 0.44% | +51+2.7% | Added |
| Cavalier Investments, LLC | 1,985 | $618.1K | 0.22% | −80−3.9% | Reduced |
| D.A. Davidson & Co. | 1,995 | $621.2K | 0.01% | −132−6.2% | Reduced |
| Wade G W & Inc | 2,005 | $624.0K | 0.03% | +81+4.2% | Added |
| Brookstone Capital Management | 1,943 | $624.3K | 0.01% | −783−28.7% | Reduced |
| Armstrong Shaw Associates Inc | 2,020 | $629.0K | 0.63% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,022 | $629.6K | 0.03% | +5+0.2% | Added |
| Quantitative Investment Management, LLC | 2,025 | $630.0K | 0.12% | +619+44.0% | Added |
| Synovus Financial Corp | 2,028 | $631.5K | 0.01% | −28−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 2,030 | $632.1K | 0.22% | −205−9.2% | Reduced |
| Lindbrook Capital, LLC | 2,041 | $635.5K | 0.08% | +108+5.6% | Added |
| Stratos Wealth Partners, LTD. | 2,057 | $640.6K | 0.02% | +87+4.4% | Added |
| Guinness Asset Management LTD | 2,066 | $643.3K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,961 | $647.1K | 0.34% | 00.0% | Unchanged |
| Baader Bank INC | 2,080 | $647.6K | 0.06% | +2,080 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,087 | $650.0K | 0.03% | −1,015−32.7% | Reduced |
| Gladstone Institutional Advisory LLC | 2,092 | $651.4K | 0.05% | −285−12.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,092 | $651.4K | 0.18% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,117 | $659.2K | 0.09% | −1,791−45.8% | Reduced |
| Signaturefd, LLC | 2,126 | $662.0K | 0.02% | +127+6.4% | Added |
| Sequoia Financial Advisors, LLC | 2,134 | $664.5K | 0.02% | +2,134 | New |
| CWM, LLC | 2,150 | $669.0K | 0.00% | +295+15.9% | Added |
| Transcend Wealth Collective, LLC | 2,157 | $671.6K | 0.07% | +87+4.2% | Added |
| Mairs & Power Inc | 2,175 | $677.2K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,184 | $680.0K | 0.25% | +2,184 | New |
| Wedmont Private Capital | 2,142 | $688.2K | 0.10% | +511+31.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,213 | $689.0K | 0.91% | −116−5.0% | Reduced |
| Balentine LLC | 2,244 | $698.7K | 0.02% | +1,085+93.6% | Added |
| Insigneo Advisory Services, LLC | 2,263 | $705.0K | 0.27% | +2,263 | New |
| Plimoth Trust Co LLC | 2,265 | $706.0K | 0.23% | −295−11.5% | Reduced |
| Ritholtz Wealth Management | 2,273 | $707.9K | 0.04% | −1,848−44.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,277 | $709.1K | 0.04% | +2,277 | New |
| Two Sigma Securities, LLC | 2,280 | $709.9K | 0.10% | +135+6.3% | Added |
| Gateway Investment Advisers LLC | 2,337 | $727.7K | 0.01% | +1,007+75.7% | Added |
| Resources Investment Advisors, LLC. | 2,360 | $734.7K | 0.02% | +13+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 2,367 | $737.0K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,373 | $739.0K | 0.05% | −354−13.0% | Reduced |