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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 2,979 | $913.1K | 0.00% | −88−2.9% | Reduced |
| Avalon Investment & Advisory | 2,967 | $909.5K | 0.02% | −1,352−31.3% | Reduced |
| Pitcairn Co | 2,948 | $903.6K | 0.08% | −2,334−44.2% | Reduced |
| D.A. Davidson & Co. | 2,925 | $896.6K | 0.01% | +930+46.6% | Added |
| M. Kulyk & Associates, LLC | 2,922 | $895.6K | 0.27% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,895 | $887.3K | 0.17% | 00.0% | Unchanged |
| ING Groep NV | 2,893 | $886.7K | 0.01% | −13,201−82.0% | Reduced |
| Veriti Management LLC | 2,880 | $882.7K | 0.10% | −95−3.2% | Reduced |
| Marks Group Wealth Management, Inc | 2,858 | $876.0K | 0.11% | +118+4.3% | Added |
| Mather Group, LLC. | 2,856 | $875.4K | 0.02% | −142−4.7% | Reduced |
| Private Asset Management Inc | 2,850 | $873.5K | 0.14% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,843 | $871.4K | 0.21% | −154−5.1% | Reduced |
| Wedmont Private Capital | 2,883 | $870.7K | 0.11% | +741+34.6% | Added |
| Natixis | 2,791 | $855.4K | 0.01% | −6,023−68.3% | Reduced |
| Verition Fund Management LLC | 2,715 | $832.1K | 0.01% | +843+45.0% | Added |
| Personal Cfo Solutions, LLC | 2,690 | $824.6K | 0.17% | −78−2.8% | Reduced |
| Coldstream Capital Management Inc | 2,675 | $819.9K | 0.03% | +55+2.1% | Added |
| MorganRosel Wealth Management, LLC | 2,672 | $819.0K | 0.35% | +1,995+294.7% | Added |
| HB Wealth Management, LLC | 2,662 | $815.9K | 0.01% | +184+7.4% | Added |
| HM Payson & Co | 2,661 | $815.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,637 | $808.5K | 0.03% | −911−25.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,531 | $788.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,564 | $785.9K | 0.22% | +16+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,556 | $783.0K | 0.04% | +469+22.5% | Added |
| Parallax Volatility Advisers, L.P. | 2,544 | $779.7K | 0.03% | +2,544 | New |
| Asset Allocation & Management Company, LLC | 2,536 | $777.0K | 0.31% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 2,534 | $777.0K | 0.57% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,533 | $776.5K | 0.40% | −36−1.4% | Reduced |
| Garda Capital Partners LP | 2,527 | $774.5K | 0.68% | +2,527 | New |
| Sequoia Financial Advisors, LLC | 2,509 | $769.0K | 0.02% | +375+17.6% | Added |
| BMS Financial Advisors, LLC | 2,485 | $761.7K | 0.53% | −7−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,483 | $760.9K | 0.02% | +123+5.2% | Added |
| HNP Capital LLC | 2,480 | $760.1K | 0.21% | −12−0.5% | Reduced |
| Vectors Research Management, LLC | 2,480 | $760.0K | 0.20% | −12−0.5% | Reduced |
| Fayez Sarofim & Co | 2,470 | $757.1K | 0.00% | −39−1.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,514 | $755.7K | 0.05% | −1,201−32.3% | Reduced |
| Qtron Investments LLC | 2,440 | $747.9K | 0.15% | −325−11.8% | Reduced |
| PEAK6 Investments LLC | 2,424 | $743.0K | 0.05% | +2,422+121,100.0% | Added |
| Pettee Investors, Inc. | 2,400 | $735.6K | 0.35% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,388 | $732.0K | 0.01% | +1,272+114.0% | Added |
| Penobscot Investment Management Company, Inc. | 2,367 | $725.5K | 0.13% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,314 | $709.2K | 0.01% | −23−1.0% | Reduced |
| Balentine LLC | 2,269 | $695.4K | 0.02% | +25+1.1% | Added |
| Transcend Wealth Collective, LLC | 2,260 | $692.7K | 0.07% | +103+4.8% | Added |
| Integrated Advisors Network LLC | 2,164 | $663.3K | 0.04% | −209−8.8% | Reduced |
| Guinness Asset Management LTD | 2,163 | $663.0K | 0.02% | +97+4.7% | Added |
| Mairs & Power Inc | 2,158 | $661.4K | 0.01% | −17−0.8% | Reduced |
| CWM, LLC | 2,129 | $653.0K | 0.00% | −21−1.0% | Reduced |
| Lindbrook Capital, LLC | 2,112 | $647.3K | 0.08% | +71+3.5% | Added |
| Centiva Capital, LP | 2,109 | $646.4K | 0.04% | +2,109 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $642.1K | 0.18% | +3+0.1% | Added |
| Signaturefd, LLC | 2,094 | $641.8K | 0.02% | −32−1.5% | Reduced |
| Ossiam | 2,092 | $641.2K | 0.01% | +667+46.8% | 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 |
| Cavalier Investments, LLC | 2,077 | $636.6K | 0.28% | +92+4.6% | Added |
| Wade G W & Inc | 2,062 | $632.0K | 0.02% | +57+2.8% | Added |
| Boston Financial Mangement LLC | 2,052 | $628.9K | 0.02% | +30+1.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,041 | $625.6K | 0.04% | +103+5.3% | Added |
| Stokes Capital Advisors, LLC | 2,030 | $622.2K | 0.21% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 2,020 | $619.1K | 0.61% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,009 | $615.8K | 0.08% | −108−5.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,001 | $613.0K | 0.71% | −212−9.6% | Reduced |
| Old North State Trust, LLC | 1,993 | $611.0K | 0.42% | +102+5.4% | Added |
| Synovus Financial Corp | 1,992 | $610.5K | 0.01% | −36−1.8% | Reduced |
| Martingale Asset Management L P | 1,988 | $609.3K | 0.01% | +1,988 | New |
| Belpointe Asset Management LLC | 1,986 | $608.7K | 0.03% | +230+13.1% | Added |
| 1776 Wealth LLC | 1,969 | $603.5K | 0.36% | +7+0.4% | Added |
| Pennsylvania Capital Management Inc | 1,961 | $601.0K | 0.29% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,953 | $598.6K | 0.02% | −104−5.1% | Reduced |
| Colony Group LLC | 1,934 | $593.0K | 0.01% | −2−0.1% | Reduced |
| Quantinno Capital Management LP | 1,908 | $585.0K | 0.04% | +955+100.2% | Added |
| Stonegate Investment Group, LLC | 1,887 | $578.5K | 0.02% | +4+0.2% | Added |
| Citizens Financial Group Inc | 1,880 | $576.2K | 0.02% | +858+84.0% | Added |
| Independent Advisor Alliance | 1,876 | $575.1K | 0.03% | +1,876 | New |
| Prosperity Consulting Group, LLC | 1,852 | $567.7K | 0.36% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $565.8K | 0.02% | −95−4.9% | Reduced |
| Dodge & Cox | 1,827 | $560.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,825 | $559.4K | 0.03% | +57+3.2% | Added |
| Becker Capital Management Inc | 1,818 | $557.2K | 0.02% | +520+40.1% | Added |
| 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 |
| ERn Financial, LLC | 1,772 | $543.1K | 0.12% | 00.0% | Unchanged |
| 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 |
| Front Barnett Associates LLC | 1,762 | $540.0K | 0.06% | −75−4.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,759 | $539.1K | 0.02% | +1,759 | New |
| Valeo Financial Advisors, LLC | 1,752 | $537.0K | 0.03% | +689+64.8% | Added |
| Lincoln National Corp | 1,748 | $535.7K | 0.01% | +246+16.4% | Added |
| Legacy Trust | 1,735 | $531.8K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,734 | $531.5K | 0.05% | −104−5.7% | Reduced |
| Plimoth Trust Co LLC | 1,725 | $528.7K | 0.16% | −540−23.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,719 | $527.0K | 0.02% | +300+21.1% | Added |
| EPG Wealth Management LLC | 1,704 | $522.4K | 0.16% | +343+25.2% | Added |
| Insight Advisors, LLC | 1,700 | $521.0K | 0.12% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,697 | $520.1K | 0.06% | +1,697 | New |
| Ritholtz Wealth Management | 1,692 | $518.5K | 0.03% | −581−25.6% | Reduced |
| Allworth Financial LP | 1,691 | $518.0K | 0.01% | +894+112.2% | Added |
| Toroso Investments, LLC | 1,679 | $515.0K | 0.02% | +321+23.6% | Added |
| Schechter Investment Advisors, LLC | 1,674 | $513.2K | 0.05% | +8+0.5% | Added |