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 |
|---|---|---|---|---|---|
| Great Waters Wealth Management | 637 | $200.1K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 659 | $202.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 661 | $202.6K | 0.01% | −60−8.3% | Reduced |
| Aaron Wealth Advisors | 662 | $202.9K | 0.03% | +662 | New |
| Camden Capital, LLC | 663 | $203.2K | 0.03% | +663 | New |
| Sigma Planning Corp | 663 | $203.3K | 0.01% | −48−6.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 664 | $203.5K | 0.01% | −10−1.5% | Reduced |
| Itau Unibanco Holding S.A. | 664 | $203.5K | 0.01% | +664 | New |
| EverSource Wealth Advisors, LLC | 665 | $203.7K | 0.03% | −28−4.0% | Reduced |
| Miracle Mile Advisors, LLC | 669 | $205.0K | 0.01% | −15−2.2% | Reduced |
| Whalerock Point Partners, LLC | 669 | $205.0K | 0.08% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 678 | $207.8K | 0.05% | +678 | New |
| OneAscent Wealth Management LLC | 680 | $208.0K | 0.08% | −82−10.8% | Reduced |
| Perennial Advisors, LLC | 679 | $208.1K | 0.06% | +679 | New |
| Capital Advisors Inc | 679 | $208.2K | 0.01% | +10+1.5% | Added |
| Edge Capital Group, LLC | 684 | $209.6K | 0.01% | −6−0.9% | Reduced |
| Smith, Moore & Co. | 684 | $209.6K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 693 | $212.3K | 0.00% | +693 | New |
| Hamilton Capital, LLC | 701 | $214.9K | 0.01% | −129−15.5% | Reduced |
| Northwest Bancshares, Inc. | 708 | $217.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $218.0K | 0.09% | −21−2.9% | Reduced |
| Garrison Asset Management, LLC | 712 | $218.2K | 0.14% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 717 | $219.8K | 0.02% | −90−11.2% | Reduced |
| Avenue 1 Advisors, LLC | 719 | $220.4K | 0.12% | +719 | New |
| Progressive Investment Management Corp | 720 | $220.7K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 726 | $222.5K | 0.01% | +726 | New |
| Courier Capital LLC | 730 | $223.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 731 | $224.1K | 0.02% | +731 | New |
| Sowell Financial Services LLC | 735 | $225.0K | 0.02% | +735 | New |
| Hilltop Holdings Inc. | 735 | $225.3K | 0.03% | −23−3.0% | Reduced |
| Kathmere Capital Management, LLC | 736 | $225.6K | 0.04% | −22−2.9% | Reduced |
| Keebeck Alpha, LP | 738 | $226.2K | 0.26% | +738 | New |
| Spire Wealth Management | 746 | $228.6K | 0.01% | −58−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 750 | $230.0K | 0.17% | −250−25.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $230.5K | 0.17% | 00.0% | Unchanged |
| Rathbone Brothers plc | 753 | $230.8K | 0.00% | −30−3.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 762 | $233.6K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 765 | $234.5K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 773 | $237.2K | 0.02% | +773 | New |
| Allen Investment Management LLC | 777 | $238.2K | 0.00% | +777 | New |
| Vise Technologies, Inc. | 783 | $240.0K | 0.06% | +783 | New |
| Beacon Financial Group | 795 | $240.0K | 0.03% | −24−2.9% | Reduced |
| Smithfield Trust Co | 781 | $240.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 789 | $241.8K | 0.01% | −3,007−79.2% | Reduced |
| Busey Wealth Management | 790 | $242.1K | 0.01% | −59−6.9% | Reduced |
| Versor Investments LP | 791 | $242.4K | 0.03% | +791 | New |
| Schulhoff & Co Inc | 800 | $245.2K | 0.11% | 00.0% | Unchanged |
| Hyman Charles D | 803 | $246.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $246.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 806 | $246.7K | 0.01% | +2+0.2% | Added |
| Aspiriant, LLC | 805 | $246.7K | 0.01% | +805 | New |
| Leavell Investment Management, Inc. | 812 | $249.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 813 | $249.2K | 0.01% | +6+0.7% | Added |
| Washington Trust Bank | 814 | $249.5K | 0.03% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 817 | $250.4K | 0.00% | +817 | New |
| Sunbelt Securities, Inc. | 838 | $251.9K | 0.04% | −1−0.1% | Reduced |
| Renaissance Group LLC | 825 | $252.9K | 0.01% | −63−7.1% | Reduced |
| Moloney Securities Asset Management, LLC | 830 | $254.3K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 835 | $255.9K | 0.06% | +40+5.0% | Added |
| Ignite Planners, LLC | 848 | $256.1K | 0.11% | +42+5.2% | Added |
| Gallacher Capital Management LLC | 836 | $256.2K | 0.15% | +32+4.0% | Added |
| V Wealth Advisors LLC | 838 | $256.7K | 0.05% | +1+0.1% | Added |
| Dakota Wealth Management | 842 | $258.1K | 0.02% | +842 | New |
| Peoples Financial Services Corp. | 855 | $262.1K | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 855 | $262.1K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 855 | $262.1K | 0.09% | +5+0.6% | Added |
| 3Chopt Investment Partners, LLC | 856 | $262.4K | 0.14% | +408+91.1% | Added |
| Ostrum Asset Management | 863 | $264.5K | 0.02% | +863 | New |
| GPS Wealth Strategies Group, LLC | 869 | $266.4K | 0.06% | +869 | New |
| Whittier Trust Co | 873 | $267.6K | 0.00% | +30+3.6% | Added |
| Park National Corp | 876 | $268.5K | 0.01% | −1−0.1% | Reduced |
| V-Square Quantitative Management LLC | 880 | $269.7K | 0.25% | +880 | New |
| Tradition Wealth Management, LLC | 885 | $271.0K | 0.03% | +579+189.2% | Added |
| KFA Private Wealth Group, LLC | 886 | $271.6K | 0.12% | +886 | New |
| Waldron Private Wealth LLC | 887 | $271.9K | 0.01% | +11+1.3% | Added |
| Frank, Rimerman Advisors LLC | 887 | $271.9K | 0.08% | −6−0.7% | Reduced |
| Cairn Investment Group, Inc. | 888 | $272.0K | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 896 | $274.6K | 0.02% | +896 | New |
| Cito Capital Group, LLC | 901 | $276.0K | 0.14% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 906 | $277.7K | 0.09% | +906 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 908 | $278.3K | 0.04% | +153+20.3% | Added |
| Berkshire Asset Management LLC | 911 | $279.2K | 0.02% | +911 | New |
| Wealthspire Advisors, LLC | 919 | $281.7K | 0.00% | −334−26.7% | Reduced |
| Acrisure Capital Management, LLC | 925 | $283.5K | 0.29% | +925 | New |
| Stock Yards Bank & Trust Co | 925 | $284.0K | 0.01% | −200−17.8% | Reduced |
| Hengehold Capital Management LLC | 933 | $286.0K | 0.04% | −19−2.0% | Reduced |
| Rothschild Investment Corp | 941 | $288.0K | 0.03% | −42−4.3% | Reduced |
| IFP Advisors, Inc | 2,062 | $289.2K | 0.01% | −1,413−40.7% | Reduced |
| Oliver Luxxe Assets LLC | 945 | $289.6K | 0.08% | +25+2.7% | Added |
| WealthTrust Axiom LLC | 947 | $290.3K | 0.10% | −3−0.3% | Reduced |
| BLB&B Advisors, LLC | 950 | $291.2K | 0.02% | +2+0.2% | Added |
| Green Harvest Asset Management LLC | 953 | $292.1K | 0.01% | +33+3.6% | Added |
| Evercore Wealth Management, LLC | 954 | $292.4K | 0.01% | +11+1.2% | Added |
| KMG Fiduciary Partners, LLC | 959 | $293.9K | 0.04% | −300−23.8% | Reduced |
| Hills Bank & Trust Co | 959 | $293.9K | 0.04% | −50−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 959 | $294.0K | 0.01% | +280+41.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 963 | $295.1K | 0.16% | −1,817−65.4% | Reduced |
| MV Capital Management, Inc. | 965 | $295.8K | 0.04% | +7+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 969 | $297.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 970 | $297.3K | 0.04% | −126−11.5% | Reduced |