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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 317,356 | $97.3M | 0.07% | −28,563−8.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 317,738 | $97.4M | 0.07% | −16,139−4.8% | Reduced |
| Silvercrest Asset Management Group LLC | 370,095 | $113.4M | 0.86% | −12,189−3.2% | Reduced |
| Agf Management Ltd | 381,988 | $117.1M | 0.80% | +14,787+4.0% | Added |
| The PNC Financial Services Group, Inc. | 439,025 | $134.6M | 0.12% | −9,088−2.0% | Reduced |
| Millennium Management LLC | 444,245 | $136.2M | 0.16% | +357,348+411.2% | Added |
| Amundi | 456,922 | $136.4M | 0.07% | +19,400+4.4% | Added |
| Envestnet Asset Management Inc | 1,492,217 | $164.6M | 0.08% | +1,117,684+298.4% | Added |
| Truist Financial Corp | 583,486 | $178.8M | 0.31% | +502,185+617.7% | Added |
| American Century Companies Inc | 585,976 | $179.2M | 0.14% | −43,781−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 588,287 | $180.3M | 0.05% | −6,095−1.0% | Reduced |
| Brown Advisory Inc | 630,385 | $193.2M | 0.33% | −114,428−15.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 644,220 | $197.5M | 1.16% | +14,030+2.2% | Added |
| Goldman Sachs Group Inc | 678,670 | $208.0M | 0.06% | −283,213−29.4% | Reduced |
| Deutsche Bank AG | 719,555 | $220.5M | 0.12% | +47,839+7.1% | Added |
| Legal & General Group Plc | 736,894 | $225.9M | 0.08% | −1,637−0.2% | Reduced |
| Invesco Ltd. | 780,234 | $239.1M | 0.07% | −59,516−7.1% | Reduced |
| Lord, Abbett & Co. LLC | 791,460 | $242.6M | 0.87% | −309,306−28.1% | Reduced |
| Royal Bank of Canada | 887,871 | $272.1M | 0.08% | +111,181+14.3% | Added |
| Bank of America Corp | 939,489 | $288.0M | 0.03% | +50,804+5.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 941,040 | $288.4M | 1.35% | −706,815−42.9% | Reduced |
| Dimensional Fund Advisors LP | 1,005,337 | $308.1M | 0.10% | +11,057+1.1% | Added |
| Lyrical Asset Management LP | 1,016,171 | $311.5M | 6.07% | −47,380−4.5% | Reduced |
| UBS Group AG | 1,257,780 | $385.5M | 0.18% | −147,287−10.5% | Reduced |
| Norges Bank | 1,277,860 | $391.7M | 0.09% | +26,850+2.1% | Added |
| Nuveen Asset Management, LLC | 1,290,937 | $395.7M | 0.15% | −76,895−5.6% | Reduced |
| LSV Asset Management | 1,293,043 | $396.3M | 0.89% | −100,188−7.2% | Reduced |
| FMR LLC | 1,314,460 | $402.9M | 0.04% | +87,189+7.1% | Added |
| Northern Trust Corp | 1,342,182 | $411.4M | 0.08% | −10,249−0.8% | Reduced |
| Boston Partners | 1,800,656 | $551.9M | 0.76% | −188,807−9.5% | Reduced |
| Bank of New York Mellon Corp | 1,828,093 | $560.3M | 0.12% | +17,431+1.0% | Added |
| UBS Asset Management Americas Inc | 1,987,262 | $609.1M | 0.30% | −12,815−0.6% | Reduced |
| Morgan Stanley | 2,296,325 | $703.8M | 0.08% | −79,256−3.3% | Reduced |
| Geode Capital Management, LLC | 2,408,726 | $736.7M | 0.10% | +3,067+0.1% | Added |
| JPMorgan Chase & Co | 2,884,353 | $884.1M | 0.11% | −499,661−14.8% | Reduced |
| Aristotle Capital Management, LLC | 3,868,842 | $1.19B | 2.48% | −145,447−3.6% | Reduced |
| State Street Corp | 4,618,551 | $1.42B | 0.08% | −244,687−5.0% | Reduced |
| BlackRock Inc. | 9,317,752 | $2.86B | 0.08% | +322,614+3.6% | Added |
| Vanguard Group Inc | 13,882,925 | $4.26B | 0.11% | +3610.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −265,481−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −39,387−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −16,044−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,531−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,724−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −8,447−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,822−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Brainard Capital Management LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Argus Investors' Counsel, Inc. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Rebalance, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −36−100.0% | Sold out |