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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 4,420 | $1.35M | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,450 | $1.36M | 0.03% | −15−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,470 | $1.37M | 0.15% | +1,920+75.3% | Added |
| Integrated Wealth Concepts LLC | 4,482 | $1.37M | 0.03% | +2,617+140.3% | Added |
| E. Ohman J:or Asset Management AB | 4,500 | $1.38M | 0.05% | 00.0% | Unchanged |
| Auxier Asset Management | 4,538 | $1.39M | 0.24% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,568 | $1.40M | 0.07% | −2,954−39.3% | Reduced |
| Ontario Teachers Pension Plan Board | 4,594 | $1.41M | 0.01% | +352+8.3% | Added |
| MAI Capital Management | 4,648 | $1.42M | 0.02% | −393−7.8% | Reduced |
| Advisor Partners II, LLC | 4,686 | $1.44M | 0.08% | +181+4.0% | Added |
| Savant Capital, LLC | 4,689 | $1.44M | 0.03% | −12−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 4,700 | $1.44M | 0.40% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,704 | $1.44M | 0.16% | +4,704 | New |
| Peddock Capital Advisors, LLC | 4,705 | $1.44M | 0.50% | +221+4.9% | Added |
| Metropolitan Life Insurance Co | 4,710 | $1.44M | 0.07% | −1,195−20.2% | Reduced |
| Impax Asset Management Group plc | 4,714 | $1.44M | 0.01% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,738 | $1.45M | 0.16% | −77−1.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 4,742 | $1.45M | 0.04% | +3,817+412.6% | Added |
| Coastal Investment Advisors, Inc. | 4,748 | $1.46M | 0.35% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,753 | $1.46M | 0.02% | +1,049+28.3% | Added |
| Greenleaf Trust | 4,787 | $1.47M | 0.02% | −53−1.1% | Reduced |
| Veritable, L.P. | 4,792 | $1.47M | 0.03% | +102+2.2% | Added |
| TruWealth Advisors, LLC | 4,845 | $1.48M | 0.14% | −290−5.6% | Reduced |
| Affinity Investment Advisors, LLC | 4,874 | $1.49M | 0.80% | +4,104+533.0% | Added |
| New Mexico Educational Retirement Board | 4,881 | $1.50M | 0.08% | −200−3.9% | Reduced |
| AIA Group Ltd | 4,939 | $1.51M | 0.08% | +1,622+48.9% | Added |
| Vestcor Inc | 4,960 | $1.52M | 0.06% | −12−0.2% | Reduced |
| First Horizon Advisors, Inc. | 4,998 | $1.53M | 0.05% | −260−4.9% | Reduced |
| First Hawaiian Bank | 5,022 | $1.54M | 0.05% | +402+8.7% | Added |
| Donoghue Forlines LLC | 5,034 | $1.54M | 0.56% | −1,982−28.2% | Reduced |
| Unigestion Holding SA | 5,155 | $1.55M | 0.08% | −1,078−17.3% | Reduced |
| Graypoint LLC | 5,074 | $1.56M | 0.17% | +112+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 5,089 | $1.56M | 0.03% | −29−0.6% | Reduced |
| Oppenheimer & Co Inc | 5,097 | $1.56M | 0.03% | +389+8.3% | Added |
| Ethic Inc. | 5,172 | $1.59M | 0.06% | +719+16.1% | Added |
| Redwood Investment Management, LLC | 5,175 | $1.59M | 0.17% | +295+6.0% | Added |
| Eley Financial Management, Inc | 5,252 | $1.61M | 0.83% | −233−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 5,260 | $1.61M | 0.01% | −693−11.6% | Reduced |
| Private Advisor Group, LLC | 5,264 | $1.61M | 0.02% | −1,159−18.0% | Reduced |
| Cresset Asset Management, LLC | 5,279 | $1.62M | 0.03% | −484−8.4% | Reduced |
| Ieq Capital, LLC | 5,408 | $1.66M | 0.04% | +596+12.4% | Added |
| BKD Wealth Advisors, LLC | 5,564 | $1.71M | 0.06% | +279+5.3% | Added |
| Chase Investment Counsel Corp | 5,570 | $1.71M | 0.94% | +5,570 | New |
| Summit Global Investments | 5,635 | $1.73M | 0.13% | +5,635 | New |
| Leisure Capital Management | 5,643 | $1.73M | 0.99% | −12−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 5,686 | $1.74M | 0.03% | −180−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,798 | $1.78M | 0.03% | −555−8.7% | Reduced |
| Community Capital Management, Inc. | 5,800 | $1.78M | 2.34% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,937 | $1.82M | 0.04% | +129+2.2% | Added |
| Aviance Capital Partners, LLC | 6,000 | $1.84M | 0.41% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,076 | $1.86M | 0.01% | −304−4.8% | Reduced |
| Wright Investors Service Inc | 6,087 | $1.87M | 0.53% | −2,006−24.8% | Reduced |
| Family Management Corp | 6,176 | $1.89M | 0.44% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 6,180 | $1.89M | 0.36% | −100−1.6% | Reduced |
| LMR Partners LLP | 6,230 | $1.91M | 0.04% | −4,403−41.4% | Reduced |
| Prudential PLC | 6,237 | $1.91M | 0.02% | −879−12.4% | Reduced |
| Symmetry Partners, LLC | 6,285 | $1.93M | 0.11% | −120−1.9% | Reduced |
| Dean Investment Associates, LLC | 6,284 | $1.93M | 0.31% | +554+9.7% | Added |
| Kingsview Wealth Management, LLC | 6,328 | $1.94M | 0.08% | +3,493+123.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,329 | $1.94M | 0.08% | +1,406+28.6% | Added |
| Burney Co | 6,347 | $1.95M | 0.10% | +1,326+26.4% | Added |
| Connectus Wealth, LLC | 6,404 | $1.97M | 0.05% | +620+10.7% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $1.99M | 0.05% | +6,500 | New |
| Sustainable Insight Capital Management, LLC | 6,524 | $2.00M | 2.01% | +1,724+35.9% | Added |
| Great Lakes Advisors, LLC | 6,532 | $2.00M | 0.02% | −193−2.9% | Reduced |
| Pathstone Family Office, LLC | 6,431 | $2.02M | 0.03% | −1,902−22.8% | Reduced |
| New Hampshire Trust | 6,718 | $2.06M | 0.55% | −1,165−14.8% | Reduced |
| Journey Advisory Group, LLC | 6,741 | $2.07M | 0.33% | +2,344+53.3% | Added |
| Chesley Taft & Associates LLC | 6,796 | $2.08M | 0.14% | −85−1.2% | Reduced |
| Louisiana State Employees Retirement System | 6,800 | $2.08M | 0.05% | −100−1.4% | Reduced |
| Gator Capital Management, LLC | 6,825 | $2.09M | 1.62% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,931 | $2.12M | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.13M | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,971 | $2.14M | 0.15% | +1,505+27.5% | Added |
| 1832 Asset Management L.P. | 6,990 | $2.14M | 0.00% | +1,092+18.5% | Added |
| LGT Fund Management Co Ltd. | 7,000 | $2.15M | 0.91% | +7,000 | New |
| Malaga Cove Capital, LLC | 7,004 | $2.15M | 1.06% | −47−0.7% | Reduced |
| FineMark National Bank & Trust | 7,029 | $2.15M | 0.09% | +45+0.6% | Added |
| Nations Financial Group Inc, | 7,041 | $2.16M | 0.23% | +23+0.3% | Added |
| Castellan Group, LLC | 7,230 | $2.22M | 1.51% | −95−1.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 7,263 | $2.23M | 2.08% | −356−4.7% | Reduced |
| Brinker Capital Investments, LLC | 7,282 | $2.23M | 0.03% | +1,386+23.5% | Added |
| Orion Portfolio Solutions, LLC | 7,282 | $2.23M | 0.03% | +6,079+505.3% | Added |
| Telemus Capital, LLC | 7,318 | $2.24M | 0.20% | +95+1.3% | Added |
| Edmp, Inc. | 7,319 | $2.24M | 2.24% | +20.0% | Added |
| Great Diamond Partners, LLC | 7,346 | $2.25M | 0.65% | +549+8.1% | Added |
| Vinva Investment Management Ltd | 7,553 | $2.27M | 0.19% | +7,553 | New |
| Bessemer Group Inc | 7,469 | $2.29M | 0.01% | −189−2.5% | Reduced |
| Johnson Investment Counsel Inc | 7,487 | $2.29M | 0.03% | +350+4.9% | Added |
| Perigon Wealth Management, LLC | 7,555 | $2.32M | 0.13% | −46−0.6% | Reduced |
| Carret Asset Management, LLC | 7,704 | $2.36M | 0.33% | −370−4.6% | Reduced |
| Penserra Capital Management LLC | 7,719 | $2.36M | 0.05% | +7,146+1,247.1% | Added |
| Los Angeles Capital Management LLC | 7,875 | $2.41M | 0.01% | +6,000+320.0% | Added |
| Hennessy Advisors Inc | 7,900 | $2.42M | 0.18% | −1,500−16.0% | Reduced |
| CNB Bank | 7,915 | $2.43M | 1.48% | +283+3.7% | Added |
| Prescott Group Capital Management, L.L.C. | 8,000 | $2.45M | 0.57% | +8,000 | New |
| Briggs Advisory Group, Inc. | 8,009 | $2.45M | 1.45% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,092 | $2.48M | 0.10% | +4,328+115.0% | Added |
| PFS Investments Inc. | 8,355 | $2.48M | 0.04% | +1,198+16.7% | Added |
| Walleye Capital LLC | 8,135 | $2.49M | 0.05% | −4,065−33.3% | Reduced |