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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 5,264 | $1.61M | 0.02% | −1,159−18.0% | Reduced |
| United Capital Financial Advisers, LLC | 5,260 | $1.61M | 0.01% | −693−11.6% | Reduced |
| Eley Financial Management, Inc | 5,252 | $1.61M | 0.83% | −233−4.2% | Reduced |
| Redwood Investment Management, LLC | 5,175 | $1.59M | 0.17% | +295+6.0% | Added |
| Ethic Inc. | 5,172 | $1.59M | 0.06% | +719+16.1% | Added |
| Oppenheimer & Co Inc | 5,097 | $1.56M | 0.03% | +389+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 5,089 | $1.56M | 0.03% | −29−0.6% | Reduced |
| Graypoint LLC | 5,074 | $1.56M | 0.17% | +112+2.3% | Added |
| Unigestion Holding SA | 5,155 | $1.55M | 0.08% | −1,078−17.3% | Reduced |
| Donoghue Forlines LLC | 5,034 | $1.54M | 0.56% | −1,982−28.2% | Reduced |
| First Hawaiian Bank | 5,022 | $1.54M | 0.05% | +402+8.7% | Added |
| First Horizon Advisors, Inc. | 4,998 | $1.53M | 0.05% | −260−4.9% | Reduced |
| Vestcor Inc | 4,960 | $1.52M | 0.06% | −12−0.2% | Reduced |
| AIA Group Ltd | 4,939 | $1.51M | 0.08% | +1,622+48.9% | Added |
| New Mexico Educational Retirement Board | 4,881 | $1.50M | 0.08% | −200−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 4,874 | $1.49M | 0.80% | +4,104+533.0% | Added |
| TruWealth Advisors, LLC | 4,845 | $1.48M | 0.14% | −290−5.6% | Reduced |
| Veritable, L.P. | 4,792 | $1.47M | 0.03% | +102+2.2% | Added |
| Greenleaf Trust | 4,787 | $1.47M | 0.02% | −53−1.1% | Reduced |
| Cetera Advisors LLC | 4,753 | $1.46M | 0.02% | +1,049+28.3% | Added |
| Coastal Investment Advisors, Inc. | 4,748 | $1.46M | 0.35% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 4,742 | $1.45M | 0.04% | +3,817+412.6% | Added |
| MainStreet Investment Advisors LLC | 4,738 | $1.45M | 0.16% | −77−1.6% | Reduced |
| Impax Asset Management Group plc | 4,714 | $1.44M | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,710 | $1.44M | 0.07% | −1,195−20.2% | Reduced |
| Peddock Capital Advisors, LLC | 4,705 | $1.44M | 0.50% | +221+4.9% | Added |
| Edgestream Partners, L.P. | 4,704 | $1.44M | 0.16% | +4,704 | New |
| Paradigm Asset Management Co LLC | 4,700 | $1.44M | 0.40% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,689 | $1.44M | 0.03% | −12−0.3% | Reduced |
| Advisor Partners II, LLC | 4,686 | $1.44M | 0.08% | +181+4.0% | Added |
| MAI Capital Management | 4,648 | $1.42M | 0.02% | −393−7.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,594 | $1.41M | 0.01% | +352+8.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,568 | $1.40M | 0.07% | −2,954−39.3% | Reduced |
| Auxier Asset Management | 4,538 | $1.39M | 0.24% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,500 | $1.38M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,482 | $1.37M | 0.03% | +2,617+140.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,470 | $1.37M | 0.15% | +1,920+75.3% | Added |
| Bradley Foster & Sargent Inc | 4,450 | $1.36M | 0.03% | −15−0.3% | Reduced |
| Everence Capital Management Inc | 4,420 | $1.35M | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,386 | $1.34M | 0.15% | +4,386 | New |
| Parallel Advisors, LLC | 4,321 | $1.32M | 0.04% | +26+0.6% | Added |
| Thomas White International Ltd | 4,242 | $1.30M | 0.27% | +7+0.2% | Added |
| Alpha DNA Investment Management LLC | 4,227 | $1.30M | 0.66% | +4,227 | New |
| Metis Global Partners, LLC | 4,217 | $1.29M | 0.08% | +1,024+32.1% | Added |
| APG Asset Management N.V. | 4,576 | $1.29M | 0.00% | −15,247−76.9% | Reduced |
| Keeley-Teton Advisors, LLC | 4,207 | $1.29M | 0.16% | −96−2.2% | Reduced |
| Pensionfund Sabic | 4,200 | $1.29M | 0.45% | −1,900−31.1% | Reduced |
| TownSquare Capital, LLC | 4,196 | $1.29M | 0.03% | +115+2.8% | Added |
| Banque Cantonale Vaudoise | 4,073 | $1.25M | 0.06% | +1,500+58.3% | Added |
| Jacobi Capital Management LLC | 4,066 | $1.25M | 0.15% | +101+2.5% | Added |
| TD Waterhouse Canada Inc. | 3,719 | $1.25M | 0.01% | −284−7.1% | Reduced |
| DuPont Capital Management Corp | 4,041 | $1.24M | 0.06% | +3,809+1,641.8% | Added |
| Umb Bank N A | 4,021 | $1.23M | 0.02% | −121−2.9% | Reduced |
| Prudent Man Advisors, LLC | 4,010 | $1.23M | 0.48% | −1,599−28.5% | Reduced |
| Sawtooth Solutions, LLC | 3,988 | $1.22M | 0.03% | +1,224+44.3% | Added |
| Summit Financial, LLC | 3,986 | $1.22M | 0.11% | +71+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 3,960 | $1.21M | 0.02% | +1,443+57.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,957 | $1.21M | 0.41% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,921 | $1.20M | 0.07% | +16+0.4% | Added |
| Covenant Partners, LLC | 3,882 | $1.19M | 0.46% | −105−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 3,850 | $1.18M | 0.02% | +776+25.2% | Added |
| Apollon Wealth Management, LLC | 3,839 | $1.18M | 0.07% | +93+2.5% | Added |
| US Asset Management LLC | 3,800 | $1.17M | 1.19% | −24−0.6% | Reduced |
| AXS Investments LLC | 3,787 | $1.16M | 0.38% | +364+10.6% | Added |
| Manchester Capital Management LLC | 3,774 | $1.16M | 0.15% | +59+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,747 | $1.15M | 0.09% | −129−3.3% | Reduced |
| Quadrant Capital Group LLC | 3,743 | $1.15M | 0.12% | −78−2.0% | Reduced |
| Prentice Wealth Management LLC | 3,735 | $1.14M | 0.55% | −220−5.6% | Reduced |
| Chemistry Wealth Management LLC | 3,730 | $1.14M | 0.40% | −88−2.3% | Reduced |
| Estate Counselors, LLC | 3,705 | $1.14M | 0.15% | +3,705 | New |
| Central Trust Co | 3,671 | $1.13M | 0.03% | −30−0.8% | Reduced |
| Stewart & Patten Co LLC | 3,603 | $1.10M | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,603 | $1.10M | 0.03% | −40−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 3,572 | $1.09M | 0.13% | −151−4.1% | Reduced |
| RFG Advisory, LLC | 3,511 | $1.08M | 0.05% | +65+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 3,497 | $1.07M | 0.14% | +120+3.6% | Added |
| Huntington National Bank | 3,458 | $1.06M | 0.01% | −267−7.2% | Reduced |
| Trust Co of Vermont | 3,455 | $1.06M | 0.07% | −16−0.5% | Reduced |
| Bridges Investment Management Inc | 3,452 | $1.06M | 0.04% | −120−3.4% | Reduced |
| Palisade Asset Management, LLC | 3,409 | $1.04M | 0.13% | −300−8.1% | Reduced |
| Lido Advisors, LLC | 3,365 | $1.03M | 0.01% | −71−2.1% | Reduced |
| Fiduciary Trust Co | 3,352 | $1.03M | 0.02% | −128−3.7% | Reduced |
| Chilton Investment Co LLC | 3,313 | $1.02M | 0.03% | −60−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,310 | $1.01M | 0.03% | −24−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 3,289 | $1.01M | 0.01% | −580−15.0% | Reduced |
| Northwest & Ethical Investments L.P. | 3,266 | $1.00M | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,261 | $999.4K | 0.08% | −34−1.0% | Reduced |
| Shell Asset Management Co | 3,232 | $991.0K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,229 | $989.7K | 0.10% | −6−0.2% | Reduced |
| Chicago Trust Co NA | 3,217 | $986.0K | 0.25% | −192−5.6% | Reduced |
| CenterBook Partners LP | 3,196 | $979.6K | 0.14% | −1,199−27.3% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $973.4K | 0.97% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,172 | $972.2K | 0.02% | +3,172 | New |
| Empirical Finance, LLC | 3,138 | $961.8K | 0.09% | +128+4.3% | Added |
| Heartland Bank & Trust Co | 3,128 | $958.7K | 0.72% | +458+17.2% | Added |
| Riverview Trust Co | 3,108 | $952.6K | 0.88% | −578−15.7% | Reduced |
| Sandy Cove Advisors, LLC | 3,065 | $939.5K | 0.68% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,036 | $930.5K | 0.17% | +70+2.4% | Added |
| Bleakley Financial Group, LLC | 3,027 | $927.7K | 0.03% | −36−1.2% | Reduced |
| Arjuna Capital | 3,025 | $927.2K | 0.36% | +117+4.0% | Added |