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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, Q1 2023

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2023. 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
1,039
+33 vs. Q4 2022
Shares held
88.1M
−55.8K (−0.1%) vs. Q4 2022
Total value
$26.7B
−$632.1M (−2.3%) vs. Q4 2022
New holders
104
346 more added
Sold out
71
394 more reduced

22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 1,039 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: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2023: $26.7B
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 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$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, Q1 2023

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2022.

Institutions holding AMP in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Optiver Holding B.V.1$3060.00%+1New
Colonial Trust Advisors1$3070.00%+1New
Sofos Investments, Inc.307$3440.02%−4−1.3%Reduced
25 LLC2$5880.00%+2New
Tfo-TDC, LLC2$6130.00%−136−98.6%Reduced
Leonteq Securities AG2$6130.00%−31−93.9%Reduced
Wolff Wiese Magana LLC2$6130.00%00.0%Unchanged
USA Financial Portformulas Corp2$6130.00%+2New
Rosenberg Matthew Hamilton3$9200.00%00.0%Unchanged
Rise Advisors, LLC4$1.23K0.00%+4New
Cape Investment Advisory, Inc.4$1.23K0.00%+4New
Highline Wealth Partners LLC6$1.84K0.00%00.0%Unchanged
ClariVest Asset Management LLC7$2.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC8$2.00K0.00%+8New
Exchange Traded Concepts, LLC7$2.15K0.00%−4−36.4%Reduced
Annapolis Financial Services, LLC7$2.15K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.7$2.15K0.00%+7New
Newbridge Financial Services Group, Inc.7$2.15K0.00%00.0%Unchanged
Okabena Investment Services Inc10$2.42K0.00%−120−92.3%Reduced
Plante Moran Financial Advisors, LLC8$2.45K0.00%−125−94.0%Reduced
Quarry LP9$2.76K0.00%−37−80.4%Reduced
Addison Advisors LLC9$2.76K0.00%−6−40.0%Reduced
HHM Wealth Advisors, LLC9$2.76K0.00%00.0%Unchanged
Lee Financial Co10$3.06K0.00%−2−16.7%Reduced
Brown, Lisle/Cummings, Inc.10$3.06K0.00%00.0%Unchanged
Hallmark Capital Management Inc10$3.06K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$3.68K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$3.68K0.00%00.0%Unchanged
IAG Wealth Partners, LLC12$3.68K0.00%00.0%Unchanged
Abound Wealth Management12$3.69K0.00%00.0%Unchanged
Center for Financial Planning, Inc.13$3.98K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC13$3.98K0.00%+13New
Mascoma Wealth Management LLC14$4.27K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.29K0.00%00.0%Unchanged
Silicon Valley Capital Partners14$4.39K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.15$4.60K0.00%+15New
Disciplined Investments, LLC15$4.60K0.00%−3−16.7%Reduced
Capital Advisors, Ltd. LLC17$5.00K0.00%00.0%Unchanged
City State Bank17$5.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$5.21K0.00%−3−15.0%Reduced
Raffa Wealth Management, LLC17$5.21K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$5.21K0.00%+17New
Glen Eagle Advisors, LLC18$5.52K0.00%+13+260.0%Added
MCF Advisors LLC20$6.13K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$6.13K0.00%00.0%Unchanged
New Millennium Group LLC20$6.13K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$6.44K0.00%00.0%Unchanged
Bank of New Hampshire23$7.05K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.23$7.05K0.00%00.0%Unchanged
FIL Ltd23$7.05K0.00%+19+475.0%Added
Versant Capital Management, Inc24$7.36K0.00%00.0%Unchanged
Norwood Financial Corp25$7.66K0.01%00.0%Unchanged
Mechanics Financial Corp25$7.66K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group25$7.66K0.00%00.0%Unchanged
Toth Financial Advisory Corp25$7.66K0.00%+5+25.0%Added
Cascade Investment Advisors, Inc.25$7.66K0.01%+25New
JNBA Financial Advisors26$7.97K0.00%00.0%Unchanged
WealthPlan Investment Management, LLC26$8.00K0.00%+26New
Winch Advisory Services, LLC25$8.00K0.00%00.0%Unchanged
NewSquare Capital LLC27$8.15K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$8.89K0.00%00.0%Unchanged
Sandy Spring Bank30$9.20K0.00%00.0%Unchanged
Cedar Wealth Management, LLC30$9.20K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.32$9.74K0.00%+32New
Point72 Middle East FZE32$9.81K0.00%−392−92.5%Reduced
Prestige Wealth Management Group LLC32$9.81K0.00%00.0%Unchanged
Jones Financial Companies LLLP34$10.4K0.00%−64−65.3%Reduced
Macroview Investment Management LLC34$10.4K0.02%+34New
Earnest Partners LLC37$11.3K0.00%00.0%Unchanged
PrairieView Partners, LLC41$12.0K0.00%−20−32.8%Reduced
Cassady Schiller Wealth Management, LLC40$12.3K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC43$13.2K0.00%+43New
Citadel Advisors LLC46$14.1K0.00%−6,170−99.3%Reduced
Solstein Capital, LLC46$14.1K0.01%00.0%Unchanged
Goodman Advisory Group, LLC47$14.4K0.01%−14−23.0%Reduced
Key Financial Inc47$14.4K0.01%00.0%Unchanged
Founders Capital Management48$15.0K0.01%00.0%Unchanged
Private Ocean, LLC52$16.0K0.00%−1−1.9%Reduced
Atlantic Trust, LLC54$16.6K0.01%00.0%Unchanged
Steward Financial Group LLC58$17.0K0.01%+31+114.8%Added
Creative Capital Management Investments LLC56$17.2K0.01%+56New
Kalos Management, Inc.58$17.8K0.04%+58New
Schubert & Co59$18.1K0.02%−6−9.2%Reduced
WealthPLAN Partners, LLC59$18.1K0.00%+59New
Roble, Belko & Company, Inc69$21.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.72$22.1K0.01%−8−10.0%Reduced
Resurgent Financial Advisors LLC73$22.4K0.02%−76−51.0%Reduced
Emfo, LLC76$23.3K0.02%00.0%Unchanged
Adirondack Trust Co79$24.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc79$24.2K0.00%+1+1.3%Added
Twin Lakes Capital Management, LLC79$24.3K0.02%00.0%Unchanged
Geneos Wealth Management Inc.81$24.8K0.00%−221−73.2%Reduced
Graham Capital Wealth Management, LLC83$25.4K0.04%+83New
Financial Freedom, LLC88$27.0K0.02%00.0%Unchanged
Hantz Financial Services, Inc.88$27.0K0.00%−114−56.4%Reduced
Asset Dedication, LLC86$27.0K0.00%00.0%Unchanged
Piscataqua Savings Bank90$27.6K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC92$28.2K0.00%−3−3.2%Reduced
Bangor Savings Bank94$28.8K0.00%00.0%Unchanged
Close Asset Management Ltd95$29.0K0.00%00.0%Unchanged