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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Motco | 205 | $62.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $61.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $59.5K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 194 | $59.5K | 0.00% | +194 | New |
| Ellevest, Inc. | 191 | $58.5K | 0.00% | −51−21.1% | Reduced |
| Harbor Investment Advisory, LLC | 191 | $58.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $57.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 179 | $54.9K | 0.02% | +115+179.7% | Added |
| Glassman Wealth Services | 177 | $54.3K | 0.01% | +26+17.2% | Added |
| Covestor Ltd | 174 | $54.0K | 0.05% | −150−46.3% | Reduced |
| State of Wyoming | 172 | $52.7K | 0.02% | +10+6.2% | Added |
| Group One Trading, L.P. | 169 | $51.8K | 0.00% | +169 | New |
| Lowe Wealth Advisors, LLC | 167 | $51.2K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 166 | $50.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 163 | $50.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $49.0K | 0.01% | +93+140.9% | Added |
| Tompkins Financial Corp | 159 | $48.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $48.7K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $46.9K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $46.6K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 146 | $44.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 145 | $44.4K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $43.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 137 | $42.0K | 0.01% | −25−15.4% | Reduced |
| Financial Perspectives, Inc | 137 | $42.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $40.7K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 127 | $39.0K | 0.00% | −2,150−94.4% | Reduced |
| WR Wealth Planners, LLC | 120 | $36.8K | 0.02% | +120 | New |
| Raleigh Capital Management Inc. | 117 | $35.9K | 0.02% | +36+44.4% | Added |
| Pin Oak Investment Advisors Inc | 112 | $34.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 109 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $32.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $31.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $31.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $30.6K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 100 | $30.6K | 0.02% | +100 | New |
| Bell Investment Advisors, Inc | 96 | $29.4K | 0.01% | −6−5.9% | Reduced |
| PFS Partners, LLC | 95 | $29.1K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 95 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 94 | $28.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $28.2K | 0.00% | −3−3.2% | Reduced |
| Piscataqua Savings Bank | 90 | $27.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $27.0K | 0.00% | −114−56.4% | Reduced |
| Asset Dedication, LLC | 86 | $27.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $27.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 83 | $25.4K | 0.04% | +83 | New |
| Geneos Wealth Management Inc. | 81 | $24.8K | 0.00% | −221−73.2% | Reduced |
| Twin Lakes Capital Management, LLC | 79 | $24.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79 | $24.2K | 0.00% | +1+1.3% | Added |
| Adirondack Trust Co | 79 | $24.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 76 | $23.3K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 73 | $22.4K | 0.02% | −76−51.0% | Reduced |
| Sutton Wealth Advisors Inc. | 72 | $22.1K | 0.01% | −8−10.0% | Reduced |
| Roble, Belko & Company, Inc | 69 | $21.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $18.1K | 0.02% | −6−9.2% | Reduced |
| WealthPLAN Partners, LLC | 59 | $18.1K | 0.00% | +59 | New |
| Kalos Management, Inc. | 58 | $17.8K | 0.04% | +58 | New |
| Creative Capital Management Investments LLC | 56 | $17.2K | 0.01% | +56 | New |
| Steward Financial Group LLC | 58 | $17.0K | 0.01% | +31+114.8% | Added |
| Atlantic Trust, LLC | 54 | $16.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 52 | $16.0K | 0.00% | −1−1.9% | Reduced |
| Founders Capital Management | 48 | $15.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 47 | $14.4K | 0.01% | −14−23.0% | Reduced |
| Key Financial Inc | 47 | $14.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 46 | $14.1K | 0.00% | −6,170−99.3% | Reduced |
| Solstein Capital, LLC | 46 | $14.1K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 43 | $13.2K | 0.00% | +43 | New |
| Cassady Schiller Wealth Management, LLC | 40 | $12.3K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 41 | $12.0K | 0.00% | −20−32.8% | Reduced |
| Earnest Partners LLC | 37 | $11.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $10.4K | 0.00% | −64−65.3% | Reduced |
| Macroview Investment Management LLC | 34 | $10.4K | 0.02% | +34 | New |
| Point72 Middle East FZE | 32 | $9.81K | 0.00% | −392−92.5% | Reduced |
| Prestige Wealth Management Group LLC | 32 | $9.81K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 32 | $9.74K | 0.00% | +32 | New |
| Sandy Spring Bank | 30 | $9.20K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 30 | $9.20K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $8.89K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 27 | $8.15K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 26 | $8.00K | 0.00% | +26 | New |
| JNBA Financial Advisors | 26 | $7.97K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $7.66K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $7.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $7.66K | 0.00% | +5+25.0% | Added |
| Cascade Investment Advisors, Inc. | 25 | $7.66K | 0.01% | +25 | New |
| Norwood Financial Corp | 25 | $7.66K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 23 | $7.05K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 23 | $7.05K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 23 | $7.05K | 0.00% | +19+475.0% | Added |
| Sugarloaf Wealth Management, LLC | 21 | $6.44K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $6.13K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $6.13K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $6.13K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $5.52K | 0.00% | +13+260.0% | Added |
| SJS Investment Consulting Inc. | 17 | $5.21K | 0.00% | −3−15.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $5.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17 | $5.21K | 0.00% | +17 | New |