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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 2,873 | $894.6K | 0.13% | −5,787−66.8% | Reduced |
| Private Asset Management Inc | 2,850 | $887.0K | 0.15% | −40−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,835 | $882.7K | 0.04% | +10+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,780 | $865.5K | 0.46% | +39+1.4% | Added |
| Personal Cfo Solutions, LLC | 2,768 | $861.9K | 0.18% | −126−4.4% | Reduced |
| Qtron Investments LLC | 2,765 | $860.9K | 0.18% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,764 | $860.5K | 0.12% | −1,181−29.9% | Reduced |
| SYSTM Wealth Solutions LLC | 2,760 | $859.4K | 0.11% | +2,760 | New |
| Marks Group Wealth Management, Inc | 2,740 | $853.2K | 0.12% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,670 | $831.4K | 0.61% | +2,670 | New |
| HM Payson & Co | 2,661 | $828.6K | 0.02% | −542−16.9% | Reduced |
| Cresset Asset Management, LLC | 5,763 | $823.7K | 0.01% | +1,205+26.4% | Added |
| Coldstream Capital Management Inc | 2,620 | $815.8K | 0.03% | +2,620 | New |
| Banque Cantonale Vaudoise | 2,573 | $801.0K | 0.04% | +800+45.1% | Added |
| Copperwynd Financial, LLC | 2,569 | $799.8K | 0.45% | −98−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,550 | $794.0K | 0.10% | −24−0.9% | Reduced |
| Park Place Capital Corp | 2,548 | $793.0K | 0.22% | +2,548 | New |
| Asset Allocation & Management Company, LLC | 2,536 | $790.0K | 0.31% | −963−27.5% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $789.0K | 1.58% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,531 | $788.1K | 0.01% | −121−4.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,517 | $784.0K | 0.02% | +2,517 | New |
| Fayez Sarofim & Co | 2,509 | $781.2K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,492 | $776.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| HB Wealth Management, LLC | 2,478 | $771.6K | 0.01% | −69−2.7% | Reduced |
| Hamilton Capital Partners Inc. | 2,468 | $768.5K | 0.33% | +2,468 | New |
| Pettee Investors, Inc. | 2,400 | $747.0K | 0.37% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,373 | $739.0K | 0.05% | −354−13.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,367 | $737.0K | 0.13% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,360 | $734.7K | 0.02% | +13+0.6% | Added |
| Gateway Investment Advisers LLC | 2,337 | $727.7K | 0.01% | +1,007+75.7% | Added |
| Two Sigma Securities, LLC | 2,280 | $709.9K | 0.10% | +135+6.3% | Added |
| Baker Avenue Asset Management, LP | 2,277 | $709.1K | 0.04% | +2,277 | New |
| Ritholtz Wealth Management | 2,273 | $707.9K | 0.04% | −1,848−44.8% | Reduced |
| Plimoth Trust Co LLC | 2,265 | $706.0K | 0.23% | −295−11.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,263 | $705.0K | 0.27% | +2,263 | New |
| Balentine LLC | 2,244 | $698.7K | 0.02% | +1,085+93.6% | Added |
| Evergreen Wealth Solutions, LLC | 2,213 | $689.0K | 0.91% | −116−5.0% | Reduced |
| Wedmont Private Capital | 2,142 | $688.2K | 0.10% | +511+31.3% | Added |
| Gyon Technologies Capital Management, LP | 2,184 | $680.0K | 0.25% | +2,184 | New |
| Mairs & Power Inc | 2,175 | $677.2K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,157 | $671.6K | 0.07% | +87+4.2% | Added |
| CWM, LLC | 2,150 | $669.0K | 0.00% | +295+15.9% | Added |
| Sequoia Financial Advisors, LLC | 2,134 | $664.5K | 0.02% | +2,134 | New |
| Signaturefd, LLC | 2,126 | $662.0K | 0.02% | +127+6.4% | Added |
| Kinneret Advisory, LLC | 2,117 | $659.2K | 0.09% | −1,791−45.8% | 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 |
| Meiji Yasuda Asset Management Co Ltd. | 2,087 | $650.0K | 0.03% | −1,015−32.7% | Reduced |
| Baader Bank INC | 2,080 | $647.6K | 0.06% | +2,080 | New |
| Pennsylvania Capital Management Inc | 1,961 | $647.1K | 0.34% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,066 | $643.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,057 | $640.6K | 0.02% | +87+4.4% | Added |
| Lindbrook Capital, LLC | 2,041 | $635.5K | 0.08% | +108+5.6% | Added |
| Stokes Capital Advisors, LLC | 2,030 | $632.1K | 0.22% | −205−9.2% | Reduced |
| Synovus Financial Corp | 2,028 | $631.5K | 0.01% | −28−1.4% | Reduced |
| Quantitative Investment Management, LLC | 2,025 | $630.0K | 0.12% | +619+44.0% | Added |
| Boston Financial Mangement LLC | 2,022 | $629.6K | 0.03% | +5+0.2% | Added |
| Armstrong Shaw Associates Inc | 2,020 | $629.0K | 0.63% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,943 | $624.3K | 0.01% | −783−28.7% | Reduced |
| Wade G W & Inc | 2,005 | $624.0K | 0.03% | +81+4.2% | Added |
| D.A. Davidson & Co. | 1,995 | $621.2K | 0.01% | −132−6.2% | Reduced |
| Cavalier Investments, LLC | 1,985 | $618.1K | 0.22% | −80−3.9% | Reduced |
| 1776 Wealth LLC | 1,962 | $611.0K | 0.44% | +51+2.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,941 | $604.4K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,938 | $603.4K | 0.05% | +362+23.0% | Added |
| Colony Group LLC | 1,936 | $603.0K | 0.01% | −1,426−42.4% | Reduced |
| Old North State Trust, LLC | 1,891 | $589.0K | 0.39% | +164+9.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,884 | $586.7K | 0.11% | +238+14.5% | Added |
| Stonegate Investment Group, LLC | 1,883 | $586.3K | 0.03% | +57+3.1% | Added |
| KLR Investment Advisors, LLC | 1,876 | $584.1K | 0.48% | +1,876 | New |
| Los Angeles Capital Management LLC | 1,875 | $583.8K | 0.00% | −4,419−70.2% | Reduced |
| Verition Fund Management LLC | 1,872 | $582.9K | 0.01% | −3,171−62.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,865 | $581.0K | 0.02% | −1,800−49.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,852 | $576.7K | 0.38% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,847 | $575.0K | 0.06% | +4+0.2% | Added |
| 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 |
| Dodge & Cox | 1,827 | $568.9K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 1,815 | $565.1K | 0.03% | −9,560−84.0% | Reduced |
| Domani Wealth, LLC | 1,800 | $560.0K | 0.14% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,786 | $556.0K | 0.06% | −179−9.1% | Reduced |
| First Commonwealth Financial Corp | 1,785 | $555.8K | 0.21% | −369−17.1% | Reduced |
| ERn Financial, LLC | 1,772 | $551.7K | 0.13% | −16−0.9% | Reduced |
| Moody National Bank Trust Division | 1,770 | $551.0K | 0.05% | −179−9.2% | Reduced |
| Evergreen Capital Management LLC | 1,768 | $550.5K | 0.03% | +1,768 | New |
| Inceptionr LLC | 1,765 | $549.6K | 0.29% | +1,765 | New |
| Acadian Asset Management LLC | 1,762 | $547.0K | 0.00% | +1,454+472.1% | Added |
| Belpointe Asset Management LLC | 1,756 | $546.7K | 0.03% | −1,658−48.6% | Reduced |
| Legacy Trust | 1,735 | $540.2K | 0.17% | +1,735 | New |
| 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 |
| Gabelli Funds LLC | 1,700 | $529.3K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,700 | $528.1K | 0.18% | −5−0.3% | Reduced |
| Assetmark, Inc | 1,687 | $525.3K | 0.00% | +590+53.8% | Added |
| Ancora Advisors, LLC | 1,683 | $524.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,676 | $521.9K | 0.01% | −2,864−63.1% | Reduced |
| Schechter Investment Advisors, LLC | 1,666 | $518.9K | 0.05% | −48−2.8% | Reduced |
| Pointe Capital Management LLC | 1,658 | $516.0K | 0.40% | −65−3.8% | Reduced |