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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 95 | $29.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $29.4K | 0.01% | −6−5.9% | Reduced |
| Delta Asset Management LLC | 100 | $30.6K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 100 | $30.6K | 0.02% | +100 | New |
| Westside Investment Management, Inc. | 102 | $31.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $31.8K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $32.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 109 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 112 | $34.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 117 | $35.9K | 0.02% | +36+44.4% | Added |
| WR Wealth Planners, LLC | 120 | $36.8K | 0.02% | +120 | New |
| Baker Avenue Asset Management, LP | 127 | $39.0K | 0.00% | −2,150−94.4% | Reduced |
| Global Financial Private Client, LLC | 133 | $40.7K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $42.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 137 | $42.0K | 0.01% | −25−15.4% | Reduced |
| West Paces Advisors Inc. | 142 | $43.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 145 | $44.4K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 146 | $44.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $46.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $46.9K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $48.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $48.7K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $49.0K | 0.01% | +93+140.9% | Added |
| First Financial Corp | 163 | $50.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 166 | $50.9K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 167 | $51.2K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 169 | $51.8K | 0.00% | +169 | New |
| State of Wyoming | 172 | $52.7K | 0.02% | +10+6.2% | Added |
| Covestor Ltd | 174 | $54.0K | 0.05% | −150−46.3% | Reduced |
| Glassman Wealth Services | 177 | $54.3K | 0.01% | +26+17.2% | Added |
| Farther Finance Advisors, LLC | 179 | $54.9K | 0.02% | +115+179.7% | Added |
| Montag A & Associates Inc | 186 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 191 | $58.5K | 0.00% | −51−21.1% | Reduced |
| Harbor Investment Advisory, LLC | 191 | $58.5K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 194 | $59.5K | 0.00% | +194 | New |
| Pacifica Partners Inc. | 201 | $59.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $61.0K | 0.04% | 00.0% | Unchanged |
| Motco | 205 | $62.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 207 | $63.0K | 0.02% | −866−80.7% | Reduced |
| Kelly Financial Services LLC | 215 | $65.8K | 0.03% | +42+24.3% | Added |
| TFC Financial Management | 222 | $68.1K | 0.02% | +216+3,600.0% | Added |
| Stonebridge Capital Advisors LLC | 233 | $71.5K | 0.01% | +25+12.0% | Added |
| Armstrong Advisory Group, Inc | 237 | $72.6K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 241 | $73.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 245 | $75.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 245 | $75.1K | 0.00% | +5+2.1% | Added |
| Old Second National Bank of Aurora | 245 | $75.1K | 0.02% | +245 | New |
| Gables Capital Management Inc. | 250 | $76.6K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $77.0K | 0.03% | +33+15.1% | Added |
| Laurel Wealth Advisors LLC | 255 | $78.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 261 | $80.0K | 0.03% | −6−2.2% | Reduced |
| McIlrath & Eck, LLC | 261 | $80.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 265 | $81.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 266 | $81.5K | 0.01% | +6+2.3% | Added |
| PFG Private Wealth Management, LLC | 271 | $83.1K | 0.05% | −30−10.0% | Reduced |
| West Oak Capital, LLC | 275 | $84.3K | 0.04% | +275 | New |
| Core Alternative Capital | 277 | $84.9K | 0.01% | −278−50.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 279 | $85.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 281 | $86.1K | 0.01% | −21−7.0% | Reduced |
| Hexagon Capital Partners LLC | 282 | $86.4K | 0.02% | −2−0.7% | Reduced |
| Exos TFP Holdings LLC | 299 | $91.6K | 0.02% | +54+22.0% | Added |
| Cubist Systematic Strategies, LLC | 300 | $92.0K | 0.00% | −4,888−94.2% | Reduced |
| Alta Advisers Ltd | 300 | $92.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $92.6K | 0.01% | +302 | New |
| North Star Investment Management Corp. | 307 | $94.1K | 0.01% | +300+4,285.7% | Added |
| United Community Bank | 309 | $94.7K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 314 | $96.2K | 0.00% | +98+45.4% | Added |
| Kozak & Associates, Inc. | 327 | $100.2K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 336 | $103.0K | 0.00% | −28−7.7% | Reduced |
| CVA Family Office, LLC | 345 | $105.7K | 0.02% | +10+3.0% | Added |
| Field & Main Bank | 350 | $107.3K | 0.06% | +15+4.5% | Added |
| CoreFirst Bank & Trust | 355 | $108.8K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $109.7K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $110.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 382 | $117.0K | 0.01% | +382 | New |
| Independence Bank of Kentucky | 385 | $118.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 386 | $118.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 417 | $127.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 418 | $128.1K | 0.07% | −2−0.5% | Reduced |
| Advisors Asset Management, Inc. | 423 | $129.7K | 0.00% | +423 | New |
| World Equity Group, Inc. | 12,388 | $131.5K | 0.02% | +12,388 | New |
| Proequities, Inc. | 436 | $133.6K | 0.01% | −152−25.9% | Reduced |
| Tortoise Investment Management, LLC | 438 | $134.3K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 451 | $138.2K | 0.02% | +119+35.8% | Added |
| International Assets Investment Management, LLC | 103,119 | $138.5K | 0.02% | −61−0.1% | Reduced |
| Caldwell Trust Co | 458 | $140.4K | 0.02% | +9+2.0% | Added |
| Parkside Financial Bank & Trust | 459 | $140.7K | 0.04% | +71+18.3% | Added |
| Boyd Watterson Asset Management LLC | 461 | $141.3K | 0.06% | +4+0.9% | Added |
| Washington Trust Advisors, Inc. | 472 | $144.7K | 0.01% | −110−18.9% | Reduced |
| Horan Securities, Inc. | 474 | $145.3K | 0.07% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 479 | $149.0K | 0.00% | −13−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 516 | $159.7K | 0.01% | +516 | New |
| Lansing Street Advisors | 524 | $160.6K | 0.10% | +2+0.4% | Added |
| Princeton Global Asset Management LLC | 560 | $171.6K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 581 | $178.1K | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 597 | $183.0K | 0.02% | +13+2.2% | Added |
| Dougherty Wealth Advisers LLC | 603 | $184.8K | 0.28% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 620 | $190.0K | 0.00% | −13,398−95.6% | Reduced |
| Counterpoint Mutual Funds LLC | 651 | $199.5K | 0.17% | −126−16.2% | Reduced |