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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 1,462 | $448.1K | 0.33% | −196−11.8% | Reduced |
| Forum Financial Management, LP | 1,468 | $450.0K | 0.01% | +25+1.7% | Added |
| Coastal Bridge Advisors, LLC | 1,479 | $453.3K | 0.11% | −12−0.8% | Reduced |
| Eagle Global Advisors LLC | 1,480 | $453.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,483 | $454.2K | 0.08% | +2+0.1% | Added |
| TCTC Holdings, LLC | 1,482 | $454.2K | 0.02% | +130+9.6% | Added |
| Harvest Fund Management Co., Ltd | 1,487 | $455.0K | 0.10% | −1,584−51.6% | Reduced |
| Clearstead Advisors, LLC | 1,493 | $457.6K | 0.03% | +76+5.4% | Added |
| Gabelli Funds LLC | 1,500 | $459.8K | 0.00% | −200−11.8% | Reduced |
| Estabrook Capital Management | 1,500 | $459.8K | 0.08% | −11−0.7% | Reduced |
| Ballentine Partners, LLC | 1,503 | $460.7K | 0.01% | +61+4.2% | Added |
| Basepoint Wealth LLC | 1,507 | $461.9K | 0.39% | +161+12.0% | Added |
| Douglas Lane & Associates, LLC | 1,508 | $462.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,511 | $463.1K | 0.05% | +1,511 | New |
| Hamilton Capital Partners Inc. | 1,514 | $464.0K | 0.17% | −954−38.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,531 | $469.0K | 0.01% | −113−6.9% | Reduced |
| KLR Investment Advisors, LLC | 1,539 | $471.7K | 0.41% | −337−18.0% | Reduced |
| Accel Wealth Management | 1,541 | $472.4K | 0.19% | −75−4.6% | Reduced |
| Charter Oak Capital Management, LLC | 1,544 | $473.2K | 0.07% | −83−5.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,547 | $474.2K | 0.08% | −337−17.9% | Reduced |
| Congress Wealth Management LLC | 1,550 | $475.1K | 0.01% | +21+1.4% | Added |
| MQS Management LLC | 1,557 | $477.2K | 0.31% | +1,557 | New |
| Tectonic Advisors LLC | 1,563 | $479.1K | 0.07% | +284+22.2% | Added |
| Gladstone Institutional Advisory LLC | 1,570 | $481.2K | 0.03% | −522−25.0% | Reduced |
| Coastline Trust Co | 1,585 | $485.8K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 1,593 | $488.3K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $491.4K | 0.01% | −80−4.8% | Reduced |
| CAPROCK Group, Inc. | 1,606 | $492.4K | 0.04% | +228+16.5% | Added |
| Insigneo Advisory Services, LLC | 1,611 | $493.8K | 0.16% | −652−28.8% | Reduced |
| Grimes & Company, Inc. | 1,614 | $494.7K | 0.02% | +2+0.1% | Added |
| Fort Point Capital Partners LLC | 1,618 | $495.9K | 0.08% | +3+0.2% | Added |
| We Are One Seven, LLC | 1,637 | $501.7K | 0.03% | +237+16.9% | Added |
| First Commonwealth Financial Corp | 1,638 | $502.0K | 0.18% | −147−8.2% | Reduced |
| Howard Capital Management Group, LLC | 1,639 | $502.4K | 0.05% | +30+1.9% | Added |
| Cambridge Trust Co | 1,653 | $506.6K | 0.02% | +82+5.2% | Added |
| Moneta Group Investment Advisors LLC | 1,655 | $507.3K | 0.01% | +418+33.8% | Added |
| Assetmark, Inc | 1,655 | $507.4K | 0.00% | −32−1.9% | Reduced |
| Grove Bank & Trust | 1,656 | $507.6K | 0.11% | +38+2.3% | Added |
| IFG Advisory, LLC | 1,673 | $512.8K | 0.05% | −113−6.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,674 | $513.2K | 0.05% | +8+0.5% | Added |
| Toroso Investments, LLC | 1,679 | $515.0K | 0.02% | +321+23.6% | Added |
| Allworth Financial LP | 1,691 | $518.0K | 0.01% | +894+112.2% | Added |
| Ritholtz Wealth Management | 1,692 | $518.5K | 0.03% | −581−25.6% | Reduced |
| Petrus Trust Company, LTA | 1,697 | $520.1K | 0.06% | +1,697 | New |
| Insight Advisors, LLC | 1,700 | $521.0K | 0.12% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,704 | $522.4K | 0.16% | +343+25.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,719 | $527.0K | 0.02% | +300+21.1% | Added |
| Plimoth Trust Co LLC | 1,725 | $528.7K | 0.16% | −540−23.8% | Reduced |
| Clarius Group, LLC | 1,734 | $531.5K | 0.05% | −104−5.7% | Reduced |
| Legacy Trust | 1,735 | $531.8K | 0.16% | 00.0% | Unchanged |
| Lincoln National Corp | 1,748 | $535.7K | 0.01% | +246+16.4% | Added |
| Valeo Financial Advisors, LLC | 1,752 | $537.0K | 0.03% | +689+64.8% | Added |
| Capstone Investment Advisors, LLC | 1,759 | $539.1K | 0.02% | +1,759 | New |
| Front Barnett Associates LLC | 1,762 | $540.0K | 0.06% | −75−4.1% | Reduced |
| Moody National Bank Trust Division | 1,765 | $541.0K | 0.05% | −5−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,765 | $541.0K | 0.01% | +1,662+1,613.6% | Added |
| ERn Financial, LLC | 1,772 | $543.1K | 0.12% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,800 | $551.7K | 0.13% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,800 | $551.7K | 0.01% | +1,800 | New |
| Becker Capital Management Inc | 1,818 | $557.2K | 0.02% | +520+40.1% | Added |
| Evergreen Capital Management LLC | 1,825 | $559.4K | 0.03% | +57+3.2% | Added |
| Dodge & Cox | 1,827 | $560.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $565.8K | 0.02% | −95−4.9% | Reduced |
| Prosperity Consulting Group, LLC | 1,852 | $567.7K | 0.36% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,876 | $575.1K | 0.03% | +1,876 | New |
| Citizens Financial Group Inc | 1,880 | $576.2K | 0.02% | +858+84.0% | Added |
| Stonegate Investment Group, LLC | 1,887 | $578.5K | 0.02% | +4+0.2% | Added |
| Quantinno Capital Management LP | 1,908 | $585.0K | 0.04% | +955+100.2% | Added |
| Colony Group LLC | 1,934 | $593.0K | 0.01% | −2−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 1,953 | $598.6K | 0.02% | −104−5.1% | Reduced |
| Pennsylvania Capital Management Inc | 1,961 | $601.0K | 0.29% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,969 | $603.5K | 0.36% | +7+0.4% | Added |
| Belpointe Asset Management LLC | 1,986 | $608.7K | 0.03% | +230+13.1% | Added |
| Martingale Asset Management L P | 1,988 | $609.3K | 0.01% | +1,988 | New |
| Synovus Financial Corp | 1,992 | $610.5K | 0.01% | −36−1.8% | Reduced |
| Old North State Trust, LLC | 1,993 | $611.0K | 0.42% | +102+5.4% | Added |
| Evergreen Wealth Solutions, LLC | 2,001 | $613.0K | 0.71% | −212−9.6% | Reduced |
| Kinneret Advisory, LLC | 2,009 | $615.8K | 0.08% | −108−5.1% | Reduced |
| Armstrong Shaw Associates Inc | 2,020 | $619.1K | 0.61% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 2,030 | $622.2K | 0.21% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,041 | $625.6K | 0.04% | +103+5.3% | Added |
| Boston Financial Mangement LLC | 2,052 | $628.9K | 0.02% | +30+1.5% | Added |
| Wade G W & Inc | 2,062 | $632.0K | 0.02% | +57+2.8% | Added |
| Cavalier Investments, LLC | 2,077 | $636.6K | 0.28% | +92+4.6% | Added |
| Baader Bank INC | 2,080 | $637.5K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,080 | $637.5K | 0.07% | +233+12.6% | Added |
| Ossiam | 2,092 | $641.2K | 0.01% | +667+46.8% | Added |
| Signaturefd, LLC | 2,094 | $641.8K | 0.02% | −32−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $642.1K | 0.18% | +3+0.1% | Added |
| Centiva Capital, LP | 2,109 | $646.4K | 0.04% | +2,109 | New |
| Lindbrook Capital, LLC | 2,112 | $647.3K | 0.08% | +71+3.5% | Added |
| CWM, LLC | 2,129 | $653.0K | 0.00% | −21−1.0% | Reduced |
| Mairs & Power Inc | 2,158 | $661.4K | 0.01% | −17−0.8% | Reduced |
| Guinness Asset Management LTD | 2,163 | $663.0K | 0.02% | +97+4.7% | Added |
| Integrated Advisors Network LLC | 2,164 | $663.3K | 0.04% | −209−8.8% | Reduced |
| Transcend Wealth Collective, LLC | 2,260 | $692.7K | 0.07% | +103+4.8% | Added |
| Balentine LLC | 2,269 | $695.4K | 0.02% | +25+1.1% | Added |
| Gateway Investment Advisers LLC | 2,314 | $709.2K | 0.01% | −23−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,367 | $725.5K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,388 | $732.0K | 0.01% | +1,272+114.0% | Added |