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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 2,400 | $747.0K | 0.37% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,468 | $768.5K | 0.33% | +2,468 | New |
| HB Wealth Management, LLC | 2,478 | $771.6K | 0.01% | −69−2.7% | Reduced |
| BMS Financial Advisors, LLC | 2,492 | $775.9K | 0.51% | −93−3.6% | Reduced |
| HNP Capital LLC | 2,492 | $775.9K | 0.22% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,492 | $776.0K | 0.20% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,509 | $781.2K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,517 | $784.0K | 0.02% | +2,517 | New |
| Buckingham Strategic Wealth, LLC | 2,531 | $788.1K | 0.01% | −121−4.6% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $789.0K | 1.58% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,536 | $790.0K | 0.31% | −963−27.5% | Reduced |
| Park Place Capital Corp | 2,548 | $793.0K | 0.22% | +2,548 | New |
| Baker Tilly Wealth Management, LLC | 2,550 | $794.0K | 0.10% | −24−0.9% | Reduced |
| Copperwynd Financial, LLC | 2,569 | $799.8K | 0.45% | −98−3.7% | Reduced |
| Banque Cantonale Vaudoise | 2,573 | $801.0K | 0.04% | +800+45.1% | Added |
| Coldstream Capital Management Inc | 2,620 | $815.8K | 0.03% | +2,620 | New |
| Cresset Asset Management, LLC | 5,763 | $823.7K | 0.01% | +1,205+26.4% | Added |
| HM Payson & Co | 2,661 | $828.6K | 0.02% | −542−16.9% | Reduced |
| Heartland Bank & Trust Co | 2,670 | $831.4K | 0.61% | +2,670 | New |
| Marks Group Wealth Management, Inc | 2,740 | $853.2K | 0.12% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,760 | $859.4K | 0.11% | +2,760 | New |
| Sawtooth Solutions, LLC | 2,764 | $860.5K | 0.12% | −1,181−29.9% | Reduced |
| Qtron Investments LLC | 2,765 | $860.9K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,768 | $861.9K | 0.18% | −126−4.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,780 | $865.5K | 0.46% | +39+1.4% | Added |
| Kingsview Wealth Management, LLC | 2,835 | $882.7K | 0.04% | +10+0.4% | Added |
| Private Asset Management Inc | 2,850 | $887.0K | 0.15% | −40−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,873 | $894.6K | 0.13% | −5,787−66.8% | Reduced |
| Skba Capital Management LLC | 2,895 | $901.4K | 0.17% | −100−3.3% | Reduced |
| Virtus ETF Advisers LLC | 2,897 | $902.0K | 0.47% | +127+4.6% | Added |
| Arjuna Capital | 2,908 | $905.5K | 0.42% | +2,908 | New |
| Pearl River Capital, LLC | 2,914 | $907.3K | 0.15% | +830+39.8% | Added |
| M. Kulyk & Associates, LLC | 2,922 | $909.8K | 0.30% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,966 | $923.5K | 0.17% | +524+21.5% | Added |
| Veriti Management LLC | 2,975 | $926.3K | 0.12% | −284−8.7% | Reduced |
| Gofen & Glossberg LLC | 2,987 | $930.0K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,997 | $933.0K | 0.23% | −139−4.4% | Reduced |
| Mather Group, LLC. | 2,998 | $933.5K | 0.02% | +147+5.2% | Added |
| Empirical Finance, LLC | 3,010 | $937.2K | 0.10% | +203+7.2% | Added |
| Bleakley Financial Group, LLC | 3,063 | $953.7K | 0.03% | +3,063 | New |
| Sandy Cove Advisors, LLC | 3,065 | $954.4K | 0.77% | +161+5.5% | Added |
| Tiaa, FSB | 3,067 | $955.0K | 0.00% | −100−3.2% | Reduced |
| Harvest Fund Management Co., Ltd | 3,071 | $956.0K | 0.25% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,074 | $957.1K | 0.02% | +846+38.0% | Added |
| Pring Turner Capital Group Inc | 3,176 | $988.9K | 1.08% | +96+3.1% | Added |
| Metis Global Partners, LLC | 3,193 | $994.2K | 0.09% | +1,471+85.4% | Added |
| Shell Asset Management Co | 3,232 | $1.01M | 0.04% | +3,232 | New |
| Siemens Fonds Invest GmbH | 3,235 | $1.01M | 0.10% | −252−7.2% | Reduced |
| Northwest & Ethical Investments L.P. | 3,266 | $1.02M | 0.04% | +585+21.8% | Added |
| Financial Advocates Investment Management | 3,295 | $1.03M | 0.08% | +3,295 | New |
| AIA Group Ltd | 3,317 | $1.03M | 0.06% | +2,407+264.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,334 | $1.04M | 0.03% | −683−17.0% | Reduced |
| Chilton Investment Co LLC | 3,373 | $1.05M | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,377 | $1.05M | 0.15% | +46+1.4% | Added |
| Sherbrooke Park Advisers LLC | 3,400 | $1.06M | 0.77% | +3,400 | New |
| Chicago Trust Co NA | 3,409 | $1.06M | 0.26% | −186−5.2% | Reduced |
| AXS Investments LLC | 3,423 | $1.07M | 0.38% | −173−4.8% | Reduced |
| Lido Advisors, LLC | 3,436 | $1.07M | 0.02% | +279+8.8% | Added |
| Trust Co of Vermont | 3,471 | $1.08M | 0.08% | +41+1.2% | Added |
| Fiduciary Trust Co | 3,480 | $1.08M | 0.02% | −775−18.2% | Reduced |
| Invst, LLC | 3,107 | $1.09M | 0.17% | −322−9.4% | Reduced |
| Vontobel Holding Ltd. | 3,608 | $1.10M | 0.01% | +1,816+101.3% | Added |
| Kestra Private Wealth Services, LLC | 3,548 | $1.10M | 0.06% | +203+6.1% | Added |
| Bridges Investment Management Inc | 3,572 | $1.11M | 0.04% | −480−11.8% | Reduced |
| Stewart & Patten Co LLC | 3,603 | $1.12M | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,643 | $1.13M | 0.03% | +646+21.6% | Added |
| Riverview Trust Co | 3,686 | $1.15M | 1.09% | 00.0% | Unchanged |
| Central Trust Co | 3,701 | $1.15M | 0.04% | −49−1.3% | Reduced |
| Cetera Advisors LLC | 3,704 | $1.15M | 0.02% | +1,202+48.0% | Added |
| Palisade Asset Management, LLC | 3,709 | $1.15M | 0.13% | −100−2.6% | Reduced |
| Manchester Capital Management LLC | 3,715 | $1.16M | 0.17% | −10.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,723 | $1.16M | 0.15% | +3,723 | New |
| Huntington National Bank | 3,725 | $1.16M | 0.01% | −45−1.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,715 | $1.16M | 0.09% | −209−5.3% | Reduced |
| Apollon Wealth Management, LLC | 3,746 | $1.17M | 0.08% | −39−1.0% | Reduced |
| Investment Management Corp of Ontario | 3,764 | $1.17M | 0.06% | +3,764 | New |
| HBK Sorce Advisory LLC | 3,796 | $1.18M | 0.03% | +1,936+104.1% | Added |
| Chemistry Wealth Management LLC | 3,818 | $1.19M | 0.46% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,821 | $1.19M | 0.13% | +35+0.9% | Added |
| US Asset Management LLC | 3,824 | $1.19M | 1.29% | +3,824 | New |
| Mutual Advisors, LLC | 3,865 | $1.20M | 0.05% | +21+0.5% | Added |
| Atria Wealth Solutions, Inc. | 3,869 | $1.20M | 0.02% | +1,854+92.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,876 | $1.21M | 0.10% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,905 | $1.22M | 0.08% | +24+0.6% | Added |
| Summit Financial, LLC | 3,915 | $1.22M | 0.11% | −85−2.1% | Reduced |
| RFG Advisory, LLC | 3,446 | $1.22M | 0.06% | +121+3.6% | Added |
| Prentice Wealth Management LLC | 3,955 | $1.23M | 0.62% | −122−3.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,957 | $1.23M | 0.44% | −1,513−27.7% | Reduced |
| Jacobi Capital Management LLC | 3,965 | $1.23M | 0.15% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,987 | $1.24M | 0.50% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,423 | $1.25M | 0.06% | +388+6.4% | Added |
| Wellington Management Group LLP | 4,061 | $1.26M | 0.00% | +4,061 | New |
| TownSquare Capital, LLC | 4,081 | $1.27M | 0.03% | +612+17.6% | Added |
| Horizon Investments, LLC | 4,098 | $1.27M | 0.04% | −1,241−23.2% | Reduced |
| Umb Bank N A | 4,142 | $1.29M | 0.02% | 00.0% | Unchanged |
| Thomas White International Ltd | 4,235 | $1.32M | 0.29% | −482−10.2% | Reduced |
| Ontario Teachers Pension Plan Board | 4,242 | $1.32M | 0.01% | −328−7.2% | Reduced |
| Parallel Advisors, LLC | 4,295 | $1.34M | 0.06% | +72+1.7% | Added |
| Keeley-Teton Advisors, LLC | 4,303 | $1.34M | 0.17% | −3,148−42.2% | Reduced |
| Avalon Investment & Advisory | 4,319 | $1.34M | 0.04% | −39−0.9% | Reduced |