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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Alpha Paradigm Partners, LLC | 1,646 | $513.0K | 0.21% | −165−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,644 | $512.0K | 0.02% | −9,951−85.8% | Reduced |
| Charter Oak Capital Management, LLC | 1,627 | $506.6K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,475 | $505.0K | 0.02% | +989+39.8% | Added |
| Grove Bank & Trust | 1,618 | $504.0K | 0.11% | −54−3.2% | Reduced |
| Accel Wealth Management | 1,616 | $503.1K | 0.24% | +6+0.4% | Added |
| Fort Point Capital Partners LLC | 1,615 | $502.9K | 0.09% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,612 | $501.9K | 0.02% | +2+0.1% | Added |
| Howard Capital Management Group, LLC | 1,609 | $501.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 1,593 | $496.0K | 0.03% | −128−7.4% | Reduced |
| Coastline Trust Co | 1,585 | $493.5K | 0.07% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,571 | $489.0K | 0.02% | −163−9.4% | Reduced |
| Neo Ivy Capital Management | 1,554 | $484.0K | 0.33% | +1,554 | New |
| Congress Wealth Management LLC | 1,529 | $476.1K | 0.01% | −7−0.5% | Reduced |
| Adviser Investments LLC | 1,427 | $470.9K | 0.01% | +8+0.6% | Added |
| Estabrook Capital Management | 1,511 | $470.5K | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 1,510 | $470.0K | 0.18% | −57−3.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,508 | $469.5K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,503 | $468.0K | 0.24% | +1,503 | New |
| Lincoln National Corp | 1,502 | $467.6K | 0.01% | +56+3.9% | Added |
| Renasant Bank | 1,494 | $465.2K | 0.35% | +118+8.6% | Added |
| Csenge Advisory Group | 1,493 | $464.9K | 0.04% | −12−0.8% | Reduced |
| Coastal Bridge Advisors, LLC | 1,491 | $464.4K | 0.13% | +17+1.2% | Added |
| Quent Capital, LLC | 1,481 | $461.3K | 0.08% | +606+69.3% | Added |
| Eagle Global Advisors LLC | 1,480 | $460.8K | 0.03% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,460 | $455.0K | 2.59% | +15+1.0% | Added |
| Crewe Advisors LLC | 1,457 | $453.7K | 0.07% | −84−5.5% | Reduced |
| Enterprise Financial Services Corp | 1,454 | $452.7K | 0.31% | −20−1.4% | Reduced |
| NewEdge Wealth, LLC | 1,448 | $450.9K | 0.02% | +554+62.0% | Added |
| Forum Financial Management, LP | 1,443 | $449.4K | 0.01% | −19−1.3% | Reduced |
| Ballentine Partners, LLC | 1,442 | $449.0K | 0.01% | −9−0.6% | Reduced |
| Ossiam | 1,425 | $443.7K | 0.01% | −17,263−92.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,419 | $441.9K | 0.02% | +6+0.4% | Added |
| Lyell Wealth Management, LP | 1,418 | $441.5K | 0.07% | −3−0.2% | Reduced |
| Clearstead Advisors, LLC | 1,417 | $441.2K | 0.03% | +35+2.5% | Added |
| Pinnacle Financial Partners Inc | 1,403 | $436.9K | 0.01% | −466−24.9% | Reduced |
| Hillsdale Investment Management Inc. | 1,400 | $435.9K | 0.04% | −300−17.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,285 | $435.0K | 0.02% | −90−6.5% | Reduced |
| Hancock Whitney Corp | 1,397 | $435.0K | 0.02% | −343−19.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,237 | $433.2K | 0.01% | −255−17.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,313 | $430.9K | 0.25% | +18+1.4% | Added |
| CAPROCK Group, Inc. | 1,378 | $429.1K | 0.04% | −19−1.4% | Reduced |
| EP Wealth Advisors, LLC | 1,376 | $428.5K | 0.01% | +1,376 | New |
| 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 |
| We Are One Seven, LLC | 1,400 | $425.7K | 0.04% | +962+219.6% | Added |
| EPG Wealth Management LLC | 1,361 | $423.9K | 0.16% | −10−0.7% | Reduced |
| Toroso Investments, LLC | 1,358 | $423.0K | 0.02% | +52+4.0% | Added |
| Ibex Wealth Advisors | 1,356 | $422.0K | 0.10% | +65+5.0% | Added |
| TCTC Holdings, LLC | 1,352 | $421.0K | 0.02% | +1,350+67,500.0% | Added |
| Cigna Investments Inc | 1,351 | $420.0K | 0.09% | +10+0.7% | Added |
| Basepoint Wealth LLC | 1,346 | $419.1K | 0.37% | +5+0.4% | Added |
| McLean Asset Management Corp | 1,343 | $418.1K | 0.14% | +3+0.2% | Added |
| Ci Investments Inc. | 1,326 | $413.0K | 0.00% | −117−8.1% | Reduced |
| Mission Wealth Management, LP | 1,320 | $410.9K | 0.02% | +76+6.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,304 | $406.0K | 0.56% | +1+0.1% | Added |
| Becker Capital Management Inc | 1,298 | $404.2K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,296 | $403.5K | 0.21% | +1,296 | New |
| Perritt Capital Management Inc | 1,294 | $402.8K | 0.23% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,282 | $399.2K | 0.04% | −64−4.8% | Reduced |
| Tectonic Advisors LLC | 1,279 | $398.2K | 0.06% | −28−2.1% | Reduced |
| KMG Fiduciary Partners, LLC | 1,259 | $392.0K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,253 | $390.1K | 0.01% | +419+50.2% | Added |
| First Bank & Trust | 1,254 | $390.0K | 0.11% | −13−1.0% | Reduced |
| Quadrature Capital Ltd | 1,250 | $389.2K | 0.01% | +1,250 | New |
| Trust Asset Management LLC | 1,243 | $387.0K | 0.05% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $386.7K | 0.11% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,220 | $379.9K | 0.05% | −180−12.9% | Reduced |
| Sunflower Bank, N.A. | 1,216 | $379.0K | 0.08% | −20−1.6% | Reduced |
| Enzi Wealth | 1,110 | $378.5K | 0.18% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,203 | $374.6K | 0.01% | +155+14.8% | Added |
| Snowden Capital Advisors LLC | 1,202 | $374.3K | 0.02% | +14+1.2% | Added |
| Verdence Capital Advisors LLC | 1,202 | $374.2K | 0.05% | −3,425−74.0% | Reduced |
| 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 |
| Hilltop Partners LLC | 1,178 | $366.8K | 0.20% | +1,178 | New |
| Johnson Financial Group, Inc. | 1,177 | $366.5K | 0.03% | −98−7.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,171 | $364.6K | 0.09% | +131+12.6% | Added |
| FDx Advisors, Inc. | 1,154 | $359.0K | 0.02% | −1,450−55.7% | Reduced |
| Benedetti & Gucer, Inc. | 1,148 | $357.0K | 0.26% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,146 | $357.0K | 0.01% | −18−1.5% | Reduced |
| Profund Advisors LLC | 1,144 | $356.2K | 0.02% | −63−5.2% | Reduced |
| Diversified Trust Co | 1,138 | $354.0K | 0.01% | +1,138 | New |
| Financial Insights, Inc. | 1,133 | $352.8K | 0.17% | +297+35.5% | 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 |
| Gotham Asset Management, LLC | 1,126 | $350.6K | 0.01% | +309+37.8% | Added |
| Stock Yards Bank & Trust Co | 1,125 | $350.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,123 | $349.7K | 0.09% | −197−14.9% | Reduced |
| Transform Wealth, LLC | 1,119 | $348.5K | 0.04% | −41−3.5% | Reduced |
| Bailard, Inc. | 1,119 | $348.4K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,116 | $347.0K | 0.01% | −10,479−90.4% | Reduced |
| Wedbush Securities Inc | 1,111 | $346.0K | 0.02% | −40−3.5% | Reduced |
| 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 |
| Focus Financial Network, Inc. | 1,097 | $341.7K | 0.03% | +36+3.4% | Added |
| Keel Point, LLC | 1,096 | $341.3K | 0.05% | −19−1.7% | Reduced |
| 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 |