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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 11,250 | $3.45M | 0.40% | 00.0% | Unchanged |
| Wellington Management Group LLP | 11,242 | $3.45M | 0.00% | +7,181+176.8% | Added |
| L2 Asset Management, LLC | 11,184 | $3.43M | 2.05% | −865−7.2% | Reduced |
| Bokf, NA | 10,944 | $3.35M | 0.07% | −6,660−37.8% | Reduced |
| Quantbot Technologies LP | 10,914 | $3.35M | 0.24% | +10,914 | New |
| Illinois Municipal Retirement Fund | 10,521 | $3.23M | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,424 | $3.19M | 0.49% | +3,332+47.0% | Added |
| BancorpSouth Bank | 10,266 | $3.15M | 0.29% | −59−0.6% | Reduced |
| Fulton Bank, N.A. | 10,250 | $3.14M | 0.16% | −69−0.7% | Reduced |
| BDO Wealth Advisors, LLC | 10,054 | $3.08M | 0.38% | −19−0.2% | Reduced |
| Bank of Nova Scotia | 10,046 | $3.08M | 0.01% | −23,694−70.2% | Reduced |
| SOA Wealth Advisors, LLC. | 9,923 | $3.04M | 0.75% | +172+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,868 | $3.02M | 0.01% | −341−3.3% | Reduced |
| Raymond James Trust N.A. | 9,698 | $2.97M | 0.09% | +76+0.8% | Added |
| Erste Asset Management GmbH | 9,698 | $2.94M | 0.06% | −1,637−14.4% | Reduced |
| British Columbia Investment Management Corp | 9,479 | $2.91M | 0.03% | −102−1.1% | Reduced |
| TD Private Client Wealth LLC | 9,222 | $2.83M | 0.13% | +710+8.3% | Added |
| Securian Asset Management, Inc | 8,981 | $2.75M | 0.07% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8,933 | $2.74M | 0.71% | −145−1.6% | Reduced |
| Hartford Investment Management Co | 8,872 | $2.72M | 0.09% | −1,192−11.8% | Reduced |
| Cetera Advisor Networks LLC | 8,807 | $2.70M | 0.02% | +643+7.9% | Added |
| New Potomac Partners, LLC | 8,762 | $2.69M | 1.86% | −223−2.5% | Reduced |
| Advisory Services Network, LLC | 8,723 | $2.67M | 0.07% | +700+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,715 | $2.67M | 0.00% | +527+6.4% | Added |
| Daiwa Securities Group Inc. | 8,647 | $2.65M | 0.02% | +373+4.5% | Added |
| Kestra Advisory Services, LLC | 8,629 | $2.64M | 0.03% | −5,915−40.7% | Reduced |
| Eagle Asset Management Inc | 8,602 | $2.64M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,580 | $2.63M | 0.11% | +8,580 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,535 | $2.62M | 0.05% | +58+0.7% | Added |
| GWM Advisors LLC | 8,544 | $2.60M | 0.03% | −659−7.2% | Reduced |
| LGT Group Foundation | 8,380 | $2.57M | 0.07% | +8,380 | New |
| Tredje AP-fonden | 8,371 | $2.57M | 0.04% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 8,328 | $2.55M | 1.77% | −850−9.3% | Reduced |
| Kentucky Retirement Systems | 8,326 | $2.55M | 0.09% | −178−2.1% | Reduced |
| Maryland State Retirement & Pension System | 8,320 | $2.55M | 0.06% | −132−1.6% | Reduced |
| CIBC World Markets Inc. | 8,306 | $2.55M | 0.01% | +501+6.4% | Added |
| Cetera Investment Advisers | 8,220 | $2.52M | 0.02% | +514+6.7% | Added |
| Tower Bridge Advisors | 8,189 | $2.51M | 0.21% | 00.0% | Unchanged |
| EHP Funds Inc. | 8,140 | $2.49M | 0.55% | −1,250−13.3% | Reduced |
| Walleye Capital LLC | 8,135 | $2.49M | 0.05% | −4,065−33.3% | Reduced |
| PFS Investments Inc. | 8,355 | $2.48M | 0.04% | +1,198+16.7% | Added |
| Investment Management Corp of Ontario | 8,092 | $2.48M | 0.10% | +4,328+115.0% | Added |
| Briggs Advisory Group, Inc. | 8,009 | $2.45M | 1.45% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 8,000 | $2.45M | 0.57% | +8,000 | New |
| CNB Bank | 7,915 | $2.43M | 1.48% | +283+3.7% | Added |
| Hennessy Advisors Inc | 7,900 | $2.42M | 0.18% | −1,500−16.0% | Reduced |
| Los Angeles Capital Management LLC | 7,875 | $2.41M | 0.01% | +6,000+320.0% | Added |
| Penserra Capital Management LLC | 7,719 | $2.36M | 0.05% | +7,146+1,247.1% | Added |
| Carret Asset Management, LLC | 7,704 | $2.36M | 0.33% | −370−4.6% | Reduced |
| Perigon Wealth Management, LLC | 7,555 | $2.32M | 0.13% | −46−0.6% | Reduced |
| Johnson Investment Counsel Inc | 7,487 | $2.29M | 0.03% | +350+4.9% | Added |
| Bessemer Group Inc | 7,469 | $2.29M | 0.01% | −189−2.5% | Reduced |
| Vinva Investment Management Ltd | 7,553 | $2.27M | 0.19% | +7,553 | New |
| Great Diamond Partners, LLC | 7,346 | $2.25M | 0.65% | +549+8.1% | Added |
| Edmp, Inc. | 7,319 | $2.24M | 2.24% | +20.0% | Added |
| Telemus Capital, LLC | 7,318 | $2.24M | 0.20% | +95+1.3% | Added |
| 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 |
| Weaver C. Barksdale & Associates, Inc. | 7,263 | $2.23M | 2.08% | −356−4.7% | Reduced |
| Castellan Group, LLC | 7,230 | $2.22M | 1.51% | −95−1.3% | Reduced |
| Nations Financial Group Inc, | 7,041 | $2.16M | 0.23% | +23+0.3% | Added |
| FineMark National Bank & Trust | 7,029 | $2.15M | 0.09% | +45+0.6% | Added |
| Malaga Cove Capital, LLC | 7,004 | $2.15M | 1.06% | −47−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 7,000 | $2.15M | 0.91% | +7,000 | New |
| 1832 Asset Management L.P. | 6,990 | $2.14M | 0.00% | +1,092+18.5% | Added |
| Steel Peak Wealth Management LLC | 6,971 | $2.14M | 0.15% | +1,505+27.5% | Added |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.13M | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,931 | $2.12M | 0.05% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 6,825 | $2.09M | 1.62% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,800 | $2.08M | 0.05% | −100−1.4% | Reduced |
| Chesley Taft & Associates LLC | 6,796 | $2.08M | 0.14% | −85−1.2% | Reduced |
| Journey Advisory Group, LLC | 6,741 | $2.07M | 0.33% | +2,344+53.3% | Added |
| New Hampshire Trust | 6,718 | $2.06M | 0.55% | −1,165−14.8% | Reduced |
| Pathstone Family Office, LLC | 6,431 | $2.02M | 0.03% | −1,902−22.8% | Reduced |
| Great Lakes Advisors, LLC | 6,532 | $2.00M | 0.02% | −193−2.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 6,524 | $2.00M | 2.01% | +1,724+35.9% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $1.99M | 0.05% | +6,500 | New |
| Connectus Wealth, LLC | 6,404 | $1.97M | 0.05% | +620+10.7% | Added |
| Burney Co | 6,347 | $1.95M | 0.10% | +1,326+26.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,329 | $1.94M | 0.08% | +1,406+28.6% | Added |
| Kingsview Wealth Management, LLC | 6,328 | $1.94M | 0.08% | +3,493+123.2% | Added |
| Dean Investment Associates, LLC | 6,284 | $1.93M | 0.31% | +554+9.7% | Added |
| Symmetry Partners, LLC | 6,285 | $1.93M | 0.11% | −120−1.9% | Reduced |
| Prudential PLC | 6,237 | $1.91M | 0.02% | −879−12.4% | Reduced |
| LMR Partners LLP | 6,230 | $1.91M | 0.04% | −4,403−41.4% | Reduced |
| Great Lakes Retirement, Inc. | 6,180 | $1.89M | 0.36% | −100−1.6% | Reduced |
| Family Management Corp | 6,176 | $1.89M | 0.44% | 00.0% | Unchanged |
| Wright Investors Service Inc | 6,087 | $1.87M | 0.53% | −2,006−24.8% | Reduced |
| Fifth Third Bancorp | 6,076 | $1.86M | 0.01% | −304−4.8% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $1.84M | 0.41% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,937 | $1.82M | 0.04% | +129+2.2% | Added |
| Community Capital Management, Inc. | 5,800 | $1.78M | 2.34% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,798 | $1.78M | 0.03% | −555−8.7% | Reduced |
| Oppenheimer Asset Management Inc. | 5,686 | $1.74M | 0.03% | −180−3.1% | Reduced |
| Leisure Capital Management | 5,643 | $1.73M | 0.99% | −12−0.2% | Reduced |
| Summit Global Investments | 5,635 | $1.73M | 0.13% | +5,635 | New |
| Chase Investment Counsel Corp | 5,570 | $1.71M | 0.94% | +5,570 | New |
| BKD Wealth Advisors, LLC | 5,564 | $1.71M | 0.06% | +279+5.3% | Added |
| Ieq Capital, LLC | 5,408 | $1.66M | 0.04% | +596+12.4% | Added |
| Cresset Asset Management, LLC | 5,279 | $1.62M | 0.03% | −484−8.4% | Reduced |