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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.

Institutional holdersQ4 2022: 1,028 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2022: $27.4B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2022.

Institutions holding AMP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services151$47.0K0.01%+14+10.2%Added
Bray Capital Advisors150$46.7K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC149$46.4K0.02%+149New
Evermay Wealth Management LLC146$45.5K0.01%00.0%Unchanged
Zullo Investment Group, Inc.145$45.2K0.03%+15+11.5%Added
Acima Private Wealth, LLC145$45.1K0.02%00.0%Unchanged
West Paces Advisors Inc.142$44.2K0.01%00.0%Unchanged
Financial Perspectives, Inc137$42.6K0.02%00.0%Unchanged
Global Financial Private Client, LLC133$41.4K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC133$41.4K0.01%+125+1,562.5%Added
Okabena Investment Services Inc130$40.5K0.03%+130New
Migdal Insurance & Financial Holdings Ltd.121$38.0K0.00%+121New
Pin Oak Investment Advisors Inc112$35.0K0.04%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.110$34.0K0.30%−110−50.0%Reduced
Hanson & Doremus Investment Management109$34.0K0.01%−44−28.8%Reduced
Trifecta Capital Advisors, LLC105$32.7K0.01%+105New
Federation des caisses Desjardins du Quebec103$32.1K0.00%−2,325−95.8%Reduced
Bell Investment Advisors, Inc102$31.8K0.01%+33+47.8%Added
FinTrust Capital Advisors, LLC102$31.8K0.01%+102New
Norway Savings Bank100$31.1K0.02%00.0%Unchanged
Delta Asset Management LLC100$31.1K0.00%+100New
U.S. Capital Wealth Advisors, LLC100$31.1K0.00%+100New
Westside Investment Management, Inc.102$31.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP98$31.0K0.00%+62+172.2%Added
Close Asset Management Ltd95$30.0K0.00%00.0%Unchanged
PFS Partners, LLC95$29.6K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC95$29.6K0.00%+2+2.2%Added
Bangor Savings Bank94$29.0K0.00%00.0%Unchanged
Piscataqua Savings Bank90$28.0K0.02%00.0%Unchanged
Dark Forest Capital Management LP88$27.4K0.01%+88New
Financial Freedom, LLC88$27.4K0.02%+88New
Asset Dedication, LLC86$27.0K0.00%00.0%Unchanged
One Wealth Advisors, LLC85$26.5K0.01%+85New
Raleigh Capital Management Inc.81$25.1K0.01%+48+145.5%Added
Sutton Wealth Advisors Inc.80$24.9K0.01%−1−1.2%Reduced
Adirondack Trust Co79$24.6K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC79$24.6K0.02%00.0%Unchanged
AdvisorNet Financial, Inc78$24.3K0.00%+33+73.3%Added
Emfo, LLC76$23.7K0.02%00.0%Unchanged
Tfo-TDC, LLC138$22.9K0.01%+138New
Capital Directions Investment Advisors, LLC70$21.8K0.01%+70New
Corrado Advisors, LLC70$21.8K0.02%+70New
WFA of San Diego, LLC68$21.2K0.02%+68New
Financial Management Professionals, Inc.66$21.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc69$21.0K0.00%00.0%Unchanged
Schubert & Co65$20.2K0.02%+7+12.1%Added
Vigilant Capital Management, LLC64$20.0K0.00%−77−54.6%Reduced
Farther Finance Advisors, LLC64$19.9K0.01%+64New
Goodman Advisory Group, LLC61$19.0K0.01%00.0%Unchanged
My Personal CFO, LLC58$18.1K0.02%+58New
PrairieView Partners, LLC61$18.0K0.00%00.0%Unchanged
Atlantic Trust, LLC54$17.0K0.01%00.0%Unchanged
Private Ocean, LLC53$16.3K0.00%+1+1.9%Added
Founders Capital Management48$15.0K0.01%00.0%Unchanged
Solstein Capital, LLC46$14.3K0.01%00.0%Unchanged
Romano Brothers and Company46$14.3K0.00%+46New
Quarry LP46$14.3K0.02%+46New
Cassady Schiller Wealth Management, LLC40$12.5K0.01%+40New
Key Financial Inc47$11.8K0.01%00.0%Unchanged
Earnest Partners LLC37$11.5K0.00%00.0%Unchanged
EWG Elevate Inc.37$11.5K0.01%+37New
Concord Wealth Partners36$11.3K0.00%+36New
Leonteq Securities AG33$10.3K0.00%−59−64.1%Reduced
Heritage Wealth Management, LLC32$9.96K0.00%+32New
Prestige Wealth Management Group LLC32$9.96K0.00%00.0%Unchanged
Sandy Spring Bank30$9.34K0.00%00.0%Unchanged
Cedar Wealth Management, LLC30$9.34K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$9.03K0.00%+18+163.6%Added
Arcadia Investment Management Corp29$9.03K0.00%+29New
Tyler-Stone Wealth Management30$9.00K0.01%00.0%Unchanged
NewSquare Capital LLC27$8.28K0.00%00.0%Unchanged
JNBA Financial Advisors26$8.10K0.00%−100−79.4%Reduced
Winch Advisory Services, LLC25$8.00K0.00%00.0%Unchanged
Mechanics Financial Corp25$8.00K0.00%00.0%Unchanged
Steward Financial Group LLC27$8.00K0.00%+27New
Norwood Financial Corp25$7.78K0.01%00.0%Unchanged
Activest Wealth Management25$7.78K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group25$7.78K0.00%00.0%Unchanged
Versant Capital Management, Inc24$7.47K0.00%00.0%Unchanged
Bank of New Hampshire23$7.00K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.23$7.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$6.54K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$6.23K0.00%00.0%Unchanged
MCF Advisors LLC20$6.23K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$6.23K0.00%00.0%Unchanged
New Millennium Group LLC20$6.23K0.01%00.0%Unchanged
SJS Investment Consulting Inc.20$6.23K0.00%+12+150.0%Added
Disciplined Investments, LLC18$5.61K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$5.29K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC17$5.00K0.00%−8−32.0%Reduced
City State Bank17$5.00K0.00%00.0%Unchanged
Laffer Tengler Investments16$4.98K0.00%00.0%Unchanged
Addison Advisors LLC15$4.67K0.00%−4−21.1%Reduced
Silicon Valley Capital Partners14$4.45K0.00%+14New
Mascoma Wealth Management LLC14$4.36K0.00%−35−71.4%Reduced
Creative Financial Designs Inc14$4.36K0.00%00.0%Unchanged
CoreCap Advisors, LLC14$4.36K0.00%+14New
Center for Financial Planning, Inc.13$4.05K0.00%00.0%Unchanged
Abound Wealth Management12$3.75K0.00%+5+71.4%Added
Lee Financial Co12$3.74K0.00%00.0%Unchanged