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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 1,019 | $339.5K | 0.16% | +161+18.8% | Added |
| Spinnaker Trust | 1,085 | $338.0K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,073 | $334.1K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 1,072 | $334.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,073 | $334.0K | 0.07% | +1,073 | New |
| Appleton Partners Inc | 1,065 | $332.0K | 0.03% | −396−27.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,063 | $331.0K | 0.02% | +267+33.5% | Added |
| Karpas Strategies, LLC | 1,060 | $330.1K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,059 | $329.7K | 0.06% | −127−10.7% | Reduced |
| Chesapeake Wealth Management | 1,045 | $325.4K | 0.14% | −40−3.7% | Reduced |
| Citizens Financial Group Inc | 1,022 | $318.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,016 | $316.4K | 0.02% | +183+22.0% | Added |
| Vishria Bird Financial Group, LLC | 1,009 | $314.0K | 0.22% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,009 | $314.0K | 0.05% | +181+21.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $312.3K | 0.06% | +80+8.7% | Added |
| Van Strum & Towne Inc. | 1,000 | $311.4K | 0.13% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,000 | $311.0K | 0.23% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 998 | $310.7K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 991 | $309.0K | 0.21% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 987 | $307.3K | 0.14% | +987 | New |
| Rothschild Investment Corp | 983 | $306.0K | 0.03% | +983 | New |
| Global Retirement Partners, LLC | 975 | $303.7K | 0.02% | +26+2.7% | Added |
| Fukoku Mutual Life Insurance Co | 969 | $301.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 966 | $300.7K | 0.01% | +23+2.4% | Added |
| Interchange Capital Partners, LLC | 965 | $300.5K | 0.31% | −1,221−55.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 964 | $300.1K | 0.01% | +29+3.1% | Added |
| MV Capital Management, Inc. | 958 | $298.3K | 0.05% | +7+0.7% | Added |
| Quantinno Capital Management LP | 953 | $297.0K | 0.02% | +124+15.0% | Added |
| Hengehold Capital Management LLC | 952 | $296.4K | 0.04% | −42−4.2% | Reduced |
| WealthTrust Axiom LLC | 950 | $295.8K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 948 | $295.2K | 0.02% | −25−2.6% | Reduced |
| Evercore Wealth Management, LLC | 943 | $293.6K | 0.01% | +12+1.3% | Added |
| Burt Wealth Advisors | 942 | $293.3K | 0.10% | +942 | New |
| IHT Wealth Management, LLC | 936 | $291.3K | 0.02% | +5+0.5% | Added |
| Industrial Alliance Investment Management Inc. | 925 | $288.0K | 0.01% | −36−3.7% | Reduced |
| Oliver Luxxe Assets LLC | 920 | $286.5K | 0.08% | −3−0.3% | Reduced |
| Green Harvest Asset Management LLC | 920 | $286.5K | 0.01% | +920 | New |
| FFT Wealth Management LLC | 913 | $284.3K | 0.04% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $281.0K | 0.15% | 00.0% | Unchanged |
| JBF Capital, Inc. | 900 | $280.2K | 0.07% | −150−14.3% | Reduced |
| ASB Consultores, LLC | 894 | $278.4K | 0.12% | +28+3.2% | Added |
| Frank, Rimerman Advisors LLC | 893 | $278.1K | 0.09% | −5−0.6% | Reduced |
| Ignite Planners, LLC | 806 | $277.6K | 0.12% | +806 | New |
| Renaissance Group LLC | 888 | $276.5K | 0.01% | −136−13.3% | Reduced |
| Cairn Investment Group, Inc. | 888 | $276.0K | 0.21% | 00.0% | Unchanged |
| Park National Corp | 877 | $273.1K | 0.01% | −100−10.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 858 | $267.2K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 859 | $267.0K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 855 | $266.2K | 0.12% | −40−4.5% | Reduced |
| Rockland Trust Co | 855 | $266.0K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 850 | $264.7K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 849 | $264.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 843 | $262.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 839 | $261.2K | 0.05% | −55−6.2% | Reduced |
| V Wealth Advisors LLC | 837 | $260.8K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 830 | $258.5K | 0.02% | +18+2.2% | Added |
| Moloney Securities Asset Management, LLC | 830 | $258.3K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 798 | $257.9K | 0.11% | +798 | New |
| Beacon Financial Group | 819 | $255.0K | 0.03% | +819 | New |
| Washington Trust Bank | 814 | $254.0K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 812 | $253.0K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 807 | $251.3K | 0.02% | −44−5.2% | Reduced |
| Modera Wealth Management, LLC | 807 | $251.3K | 0.01% | +807 | New |
| Gallacher Capital Management LLC | 804 | $250.5K | 0.15% | +804 | New |
| Great Valley Advisor Group, Inc. | 804 | $250.1K | 0.01% | +804 | New |
| Hyman Charles D | 803 | $250.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $250.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 804 | $250.0K | 0.01% | +567+239.2% | Added |
| Seeyond | 800 | $249.1K | 0.02% | −3−0.4% | Reduced |
| Schulhoff & Co Inc | 800 | $249.1K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 796 | $248.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 797 | $247.9K | 0.00% | +579+265.6% | Added |
| Scotia Capital Inc. | 796 | $247.8K | 0.00% | +796 | New |
| Squarepoint Ops LLC | 795 | $247.5K | 0.00% | −11,689−93.6% | Reduced |
| Canal Capital Management, LLC | 795 | $247.5K | 0.06% | +795 | New |
| Smithfield Trust Co | 781 | $244.0K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 783 | $243.8K | 0.00% | +783 | New |
| Counterpoint Mutual Funds LLC | 777 | $241.9K | 0.26% | +777 | New |
| Affinity Investment Advisors, LLC | 770 | $239.8K | 0.11% | −80−9.4% | Reduced |
| First Nebraska Trust Co | 765 | $238.2K | 0.03% | +765 | New |
| Sheaff Brock Investment Advisors, LLC | 762 | $237.3K | 0.03% | +762 | New |
| OneAscent Wealth Management LLC | 762 | $237.0K | 0.11% | −56−6.8% | Reduced |
| Kathmere Capital Management, LLC | 758 | $236.0K | 0.04% | +758 | New |
| Hilltop Holdings Inc. | 758 | $236.0K | 0.03% | −77−9.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 755 | $235.1K | 0.04% | +755 | New |
| Burke & Herbert Bank & Trust Co | 752 | $234.0K | 0.17% | +752 | New |
| OneAscent Financial Services LLC | 741 | $231.0K | 0.10% | +741 | New |
| Sentry Investment Management LLC | 732 | $228.0K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 730 | $227.3K | 0.03% | +730 | New |
| Shelton Capital Management | 721 | $224.5K | 0.02% | +721 | New |
| Progressive Investment Management Corp | 720 | $224.2K | 0.09% | +720 | New |
| Garrison Asset Management, LLC | 712 | $221.7K | 0.14% | +712 | New |
| Sigma Planning Corp | 711 | $221.6K | 0.01% | +711 | New |
| Northwest Bancshares, Inc. | 708 | $220.4K | 0.04% | +708 | New |
| Brainard Capital Management LLC | 708 | $220.4K | 0.19% | +708 | New |
| Waldron Private Wealth LLC | 876 | $220.0K | 0.01% | 00.0% | Unchanged |
| Great Waters Wealth Management | 637 | $218.5K | 0.05% | +637 | New |
| EverSource Wealth Advisors, LLC | 693 | $215.6K | 0.03% | −111−13.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 691 | $215.0K | 0.00% | +414+149.5% | Added |
| Edge Capital Group, LLC | 690 | $214.8K | 0.01% | +4+0.6% | Added |