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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 985 | $301.9K | 0.13% | −60−5.7% | Reduced |
| FFT Wealth Management LLC | 987 | $302.5K | 0.04% | +74+8.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 991 | $303.7K | 0.05% | −12−1.2% | Reduced |
| Beaton Management Co. Inc. | 991 | $304.0K | 0.21% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,014 | $305.0K | 0.01% | +1,014 | New |
| Van Strum & Towne Inc. | 1,000 | $306.5K | 0.13% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $306.5K | 0.07% | +100+11.1% | Added |
| Gateway Advisory, LLC | 1,004 | $308.0K | 0.07% | +1,004 | New |
| Harbour Investments, Inc. | 1,006 | $308.3K | 0.02% | −10−1.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,007 | $309.0K | 0.13% | +1,007 | New |
| Whittier Trust Co of Nevada Inc | 1,014 | $310.8K | 0.01% | +50+5.2% | Added |
| Financial Insights, Inc. | 1,016 | $311.4K | 0.13% | −117−10.3% | Reduced |
| First Bank & Trust | 1,024 | $313.9K | 0.08% | −230−18.3% | Reduced |
| Kula Investments, LLC | 1,026 | $314.5K | 0.08% | +1,026 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,034 | $317.0K | 0.00% | +343+49.6% | Added |
| Sage Mountain Advisors LLC | 1,037 | $317.8K | 0.05% | +1,037 | New |
| Transform Wealth, LLC | 1,045 | $320.2K | 0.03% | −74−6.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,049 | $321.5K | 0.24% | −56−5.1% | Reduced |
| First International Bank & Trust | 1,049 | $321.5K | 0.11% | +1,049 | New |
| Oak Thistle LLC | 1,051 | $322.1K | 0.19% | +1,051 | New |
| Americana Partners, LLC | 1,059 | $324.6K | 0.05% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,060 | $324.9K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,063 | $326.0K | 0.01% | +267+33.5% | Added |
| IHT Wealth Management, LLC | 1,070 | $328.0K | 0.02% | +134+14.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,094 | $328.5K | 0.14% | +75+7.4% | Added |
| Everett Harris & Co | 1,072 | $328.6K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,073 | $328.9K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,077 | $330.1K | 0.08% | −46−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,080 | $331.0K | 0.03% | −320−22.9% | Reduced |
| Gotham Asset Management, LLC | 1,081 | $331.3K | 0.01% | −45−4.0% | Reduced |
| Diversified Trust Co | 1,083 | $331.9K | 0.01% | −55−4.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,085 | $332.0K | 0.04% | +764+238.0% | Added |
| Spinnaker Trust | 1,085 | $332.6K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $334.0K | 0.36% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $335.0K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 1,114 | $336.9K | 0.05% | −1,993−64.1% | Reduced |
| Global Retirement Partners, LLC | 1,169 | $337.7K | 0.02% | +194+19.9% | Added |
| Acadian Asset Management LLC | 1,108 | $338.0K | 0.00% | −654−37.1% | Reduced |
| Burt Wealth Advisors | 1,111 | $340.5K | 0.11% | +169+17.9% | Added |
| Csenge Advisory Group | 1,111 | $340.6K | 0.02% | −382−25.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $341.0K | 0.43% | −190−14.6% | Reduced |
| Focus Financial Network, Inc. | 1,114 | $341.5K | 0.02% | +17+1.5% | Added |
| Carlson Capital Management | 1,119 | $343.0K | 0.02% | +14+1.3% | Added |
| Enzi Wealth | 1,110 | $345.9K | 0.18% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,131 | $346.7K | 0.06% | +1,131 | New |
| Blueshift Asset Management, LLC | 1,139 | $349.1K | 0.15% | +152+15.4% | Added |
| Sunflower Bank, N.A. | 1,141 | $349.7K | 0.08% | −75−6.2% | Reduced |
| Bailard, Inc. | 1,142 | $350.0K | 0.01% | +23+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $353.4K | 0.07% | +295+34.4% | Added |
| Flputnam Investment Management Co | 1,167 | $357.8K | 0.01% | +21+1.8% | Added |
| FDx Advisors, Inc. | 1,154 | $359.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,178 | $361.1K | 0.16% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,192 | $365.3K | 0.16% | −311−20.7% | Reduced |
| Scotia Capital Inc. | 1,197 | $366.9K | 0.00% | +401+50.4% | Added |
| Weil Company, Inc. | 1,200 | $367.8K | 0.17% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,215 | $372.0K | 0.21% | +67+5.8% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $373.9K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,228 | $376.4K | 0.01% | +96+8.5% | Added |
| Trust Asset Management LLC | 1,230 | $377.0K | 0.04% | −13−1.0% | Reduced |
| Pinnacle Associates Ltd | 1,234 | $378.1K | 0.01% | +268+27.7% | Added |
| Brookstone Capital Management | 1,219 | $379.7K | 0.01% | −724−37.3% | Reduced |
| Ibex Wealth Advisors | 1,241 | $380.0K | 0.10% | −115−8.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $380.7K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,248 | $383.0K | 0.02% | +137+12.3% | Added |
| Johnson Financial Group, Inc. | 1,268 | $388.6K | 0.03% | +91+7.7% | Added |
| Catalyst Financial Partners LLC | 1,272 | $389.9K | 0.17% | +72+6.0% | Added |
| Perritt Capital Management Inc | 1,274 | $390.3K | 0.22% | −20−1.5% | Reduced |
| Ci Investments Inc. | 1,276 | $391.0K | 0.00% | −50−3.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,278 | $391.7K | 0.08% | +107+9.1% | Added |
| Ameritas Investment Partners, Inc. | 1,285 | $393.9K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 1,288 | $394.8K | 0.01% | +156+13.8% | Added |
| Campbell & CO Investment Adviser LLC | 1,291 | $395.7K | 0.07% | +1,291 | New |
| Carr Financial Group Corp | 1,296 | $397.2K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,302 | $399.1K | 0.04% | +20+1.6% | Added |
| Profund Advisors LLC | 1,304 | $399.7K | 0.02% | +160+14.0% | Added |
| Cigna Investments Inc | 1,307 | $400.0K | 0.08% | −44−3.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,313 | $402.4K | 0.23% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,317 | $403.7K | 0.02% | +115+9.6% | Added |
| Northcape Wealth Management, LLC | 1,317 | $403.7K | 0.15% | +1,317 | New |
| McLean Asset Management Corp | 1,325 | $406.1K | 0.17% | −18−1.3% | Reduced |
| Horizon Investments, LLC | 1,335 | $407.2K | 0.01% | −2,763−67.4% | Reduced |
| Mission Wealth Management, LP | 1,330 | $407.7K | 0.02% | +10+0.8% | Added |
| Loomis Sayles & Co L P | 1,336 | $409.0K | 0.00% | +1,336 | New |
| Eqis Capital Management, Inc. | 1,354 | $415.0K | 0.05% | +1,354 | New |
| Dakota Community Bank & Trust NA | 1,367 | $419.0K | 2.59% | −93−6.4% | Reduced |
| Fort Washington Investment Advisors Inc | 1,373 | $420.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,375 | $421.4K | 0.06% | −82−5.6% | Reduced |
| Pinnacle Financial Partners Inc | 1,396 | $427.9K | 0.01% | −7−0.5% | Reduced |
| Old Port Advisors | 1,418 | $433.6K | 0.16% | −92−6.1% | Reduced |
| Arlington Partners LLC | 1,415 | $433.7K | 0.06% | +1,106+357.9% | Added |
| Enterprise Financial Services Corp | 1,422 | $435.8K | 0.28% | −32−2.2% | Reduced |
| Hancock Whitney Corp | 1,425 | $437.0K | 0.02% | +28+2.0% | Added |
| Adviser Investments LLC | 1,427 | $437.4K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,432 | $439.0K | 0.47% | +57+4.1% | Added |
| EP Wealth Advisors, LLC | 1,433 | $439.3K | 0.01% | +57+4.1% | Added |
| Aigen Investment Management, LP | 1,434 | $439.5K | 0.06% | +1,434 | New |
| Woodmont Investment Counsel LLC | 1,435 | $439.8K | 0.05% | +1,435 | New |
| Lyell Wealth Management, LP | 1,445 | $442.9K | 0.06% | +27+1.9% | Added |
| Vishria Bird Financial Group, LLC | 1,451 | $445.0K | 0.28% | +442+43.8% | Added |
| Renasant Bank | 1,462 | $448.1K | 0.35% | −32−2.1% | Reduced |