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 |
|---|---|---|---|---|---|
| Argus Investors' Counsel, Inc. | 685 | $213.3K | 0.17% | +685 | New |
| Smith, Moore & Co. | 684 | $213.0K | 0.03% | +684 | New |
| Miracle Mile Advisors, LLC | 684 | $213.0K | 0.01% | +684 | New |
| Five Oceans Advisors | 680 | $211.7K | 0.15% | +680 | New |
| Peapack Gladstone Financial Corp | 679 | $211.0K | 0.00% | +679 | New |
| MorganRosel Wealth Management, LLC | 677 | $210.8K | 0.10% | +677 | New |
| Cary Street Partner Investment Advisory LLC | 674 | $209.9K | 0.02% | +674 | New |
| Whalerock Point Partners, LLC | 669 | $208.3K | 0.08% | +669 | New |
| Capital Advisors Inc | 669 | $208.3K | 0.01% | +669 | New |
| Avantax Planning Partners, Inc. | 659 | $205.2K | 0.01% | +659 | New |
| Arthur M. Cohen & Associates, LLC | 650 | $202.4K | 0.06% | +650 | New |
| YorkBridge Wealth Partners, LLC | 650 | $202.4K | 0.05% | +650 | New |
| Bickling Financial Services, Inc. | 649 | $201.9K | 0.13% | +649 | New |
| Beck Mack & Oliver LLC | 648 | $201.8K | 0.01% | +648 | New |
| Rebalance, LLC | 640 | $199.3K | 0.02% | +640 | New |
| Dougherty Wealth Advisers LLC | 603 | $187.8K | 0.31% | 00.0% | Unchanged |
| Proequities, Inc. | 588 | $183.1K | 0.01% | +588 | New |
| Private Trust Co NA | 584 | $182.0K | 0.03% | +1+0.2% | Added |
| Washington Trust Advisors, Inc. | 582 | $181.2K | 0.02% | −228−28.1% | Reduced |
| Fortis Advisors, LLC | 581 | $180.9K | 0.14% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 577 | $179.7K | 0.12% | −93−13.9% | Reduced |
| Penserra Capital Management LLC | 573 | $177.0K | 0.00% | +45+8.5% | Added |
| Princeton Global Asset Management LLC | 560 | $174.0K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 555 | $172.8K | 0.02% | +95+20.7% | Added |
| Lansing Street Advisors | 522 | $162.5K | 0.11% | +522 | New |
| International Assets Investment Management, LLC | 103,180 | $158.3K | 0.02% | +102,627+18,558.2% | Added |
| St Germain D J Co Inc | 1,820 | $156.1K | 0.05% | +650+55.6% | Added |
| Horan Securities, Inc. | 472 | $147.1K | 0.08% | +472 | New |
| Boyd Watterson Asset Management LLC | 457 | $142.3K | 0.06% | +457 | New |
| Caldwell Trust Co | 449 | $139.8K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 448 | $139.5K | 0.08% | +448 | New |
| Tortoise Investment Management, LLC | 438 | $136.4K | 0.02% | −3−0.7% | Reduced |
| Point72 Middle East FZE | 424 | $132.0K | 0.01% | +424 | New |
| Eagle Bay Advisors LLC | 420 | $130.8K | 0.07% | +96+29.6% | Added |
| GHP Investment Advisors, Inc. | 417 | $129.7K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 492 | $124.0K | 0.00% | +142+40.6% | Added |
| Parkside Financial Bank & Trust | 388 | $120.8K | 0.03% | +29+8.1% | Added |
| BerganKDV Wealth Management, LLC | 386 | $120.3K | 0.01% | −2−0.5% | Reduced |
| Independence Bank of Kentucky | 385 | $120.0K | 0.05% | +385 | New |
| Benjamin F. Edwards & Company, Inc. | 364 | $113.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $112.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $111.5K | 0.03% | −150−29.5% | Reduced |
| CoreFirst Bank & Trust | 355 | $110.5K | 0.08% | −6−1.7% | Reduced |
| CVA Family Office, LLC | 335 | $104.3K | 0.03% | −105−23.9% | Reduced |
| Field & Main Bank | 335 | $104.3K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 332 | $103.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 330 | $103.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 327 | $102.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 324 | $101.0K | 0.08% | −184−36.2% | Reduced |
| Desjardins Global Asset Management Inc. | 321 | $99.0K | 0.02% | −2−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 319 | $99.0K | 0.00% | +319 | New |
| United Community Bank | 309 | $96.2K | 0.09% | −40−11.5% | Reduced |
| Arlington Partners LLC | 309 | $96.2K | 0.02% | +162+110.2% | Added |
| Tradition Wealth Management, LLC | 306 | $95.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 302 | $94.0K | 0.01% | +22+7.9% | Added |
| Geneos Wealth Management Inc. | 302 | $94.0K | 0.01% | +24+8.6% | Added |
| PFG Private Wealth Management, LLC | 301 | $94.0K | 0.06% | −5−1.6% | Reduced |
| Alta Advisers Ltd | 300 | $93.0K | 0.06% | 00.0% | Unchanged |
| American National Bank | 291 | $91.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 290 | $90.3K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 284 | $88.4K | 0.03% | −186−39.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 279 | $86.9K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 270 | $86.2K | 0.03% | +270 | New |
| Deseret Mutual Benefit Administrators | 267 | $83.1K | 0.03% | −222−45.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 265 | $83.0K | 0.00% | +65+32.5% | Added |
| McIlrath & Eck, LLC | 261 | $81.3K | 0.02% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 260 | $81.0K | 0.04% | +260 | New |
| Central Bank & Trust Co | 260 | $81.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 255 | $79.4K | 0.02% | −10−3.8% | Reduced |
| Gables Capital Management Inc. | 250 | $77.8K | 0.06% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 245 | $76.3K | 0.00% | −29,215−99.2% | Reduced |
| Exos TFP Holdings LLC | 245 | $76.3K | 0.02% | +245 | New |
| Pinnacle Bancorp, Inc. | 245 | $76.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 242 | $75.4K | 0.01% | −36−12.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 241 | $75.0K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $74.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $73.8K | 0.01% | +237 | New |
| DuPont Capital Management Corp | 232 | $72.2K | 0.00% | −23−9.0% | Reduced |
| Coston, McIsaac & Partners | 219 | $68.0K | 0.03% | +35+19.0% | Added |
| Money Concepts Capital Corp | 218 | $67.8K | 0.00% | +21+10.7% | Added |
| Brown Brothers Harriman & Co | 216 | $67.3K | 0.00% | +3+1.4% | Added |
| Stonebridge Capital Advisors LLC | 208 | $64.8K | 0.01% | +200+2,500.0% | Added |
| Motco | 205 | $63.8K | 0.00% | −325−61.3% | Reduced |
| Hantz Financial Services, Inc. | 202 | $63.0K | 0.00% | +70+53.0% | Added |
| Arcus Capital Partners, LLC | 200 | $62.3K | 0.02% | +200 | New |
| Pacifica Partners Inc. | 201 | $62.0K | 0.04% | +201 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $62.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $59.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $57.9K | 0.00% | +21+12.7% | Added |
| ICA Group Wealth Management, LLC | 162 | $54.3K | 0.01% | +162 | New |
| Kelly Financial Services LLC | 173 | $54.0K | 0.03% | −16−8.5% | Reduced |
| Lowe Wealth Advisors, LLC | 167 | $52.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 166 | $51.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 163 | $50.8K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 162 | $50.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 162 | $50.4K | 0.02% | −2−1.2% | Reduced |
| Tompkins Financial Corp | 159 | $50.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $49.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $47.6K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $47.3K | 0.00% | 00.0% | Unchanged |