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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 1,673 | $512.8K | 0.05% | −113−6.3% | Reduced |
| Grove Bank & Trust | 1,656 | $507.6K | 0.11% | +38+2.3% | Added |
| Assetmark, Inc | 1,655 | $507.4K | 0.00% | −32−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 1,655 | $507.3K | 0.01% | +418+33.8% | Added |
| Cambridge Trust Co | 1,653 | $506.6K | 0.02% | +82+5.2% | Added |
| Howard Capital Management Group, LLC | 1,639 | $502.4K | 0.05% | +30+1.9% | Added |
| First Commonwealth Financial Corp | 1,638 | $502.0K | 0.18% | −147−8.2% | Reduced |
| We Are One Seven, LLC | 1,637 | $501.7K | 0.03% | +237+16.9% | Added |
| Fort Point Capital Partners LLC | 1,618 | $495.9K | 0.08% | +3+0.2% | Added |
| Grimes & Company, Inc. | 1,614 | $494.7K | 0.02% | +2+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,611 | $493.8K | 0.16% | −652−28.8% | Reduced |
| CAPROCK Group, Inc. | 1,606 | $492.4K | 0.04% | +228+16.5% | Added |
| Ancora Advisors, LLC | 1,603 | $491.4K | 0.01% | −80−4.8% | Reduced |
| Argent Trust Co | 1,593 | $488.3K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 1,585 | $485.8K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,570 | $481.2K | 0.03% | −522−25.0% | Reduced |
| Tectonic Advisors LLC | 1,563 | $479.1K | 0.07% | +284+22.2% | Added |
| MQS Management LLC | 1,557 | $477.2K | 0.31% | +1,557 | New |
| Congress Wealth Management LLC | 1,550 | $475.1K | 0.01% | +21+1.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,547 | $474.2K | 0.08% | −337−17.9% | Reduced |
| Charter Oak Capital Management, LLC | 1,544 | $473.2K | 0.07% | −83−5.1% | Reduced |
| Accel Wealth Management | 1,541 | $472.4K | 0.19% | −75−4.6% | Reduced |
| KLR Investment Advisors, LLC | 1,539 | $471.7K | 0.41% | −337−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,531 | $469.0K | 0.01% | −113−6.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,514 | $464.0K | 0.17% | −954−38.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,511 | $463.1K | 0.05% | +1,511 | New |
| Douglas Lane & Associates, LLC | 1,508 | $462.2K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,507 | $461.9K | 0.39% | +161+12.0% | Added |
| Ballentine Partners, LLC | 1,503 | $460.7K | 0.01% | +61+4.2% | Added |
| Gabelli Funds LLC | 1,500 | $459.8K | 0.00% | −200−11.8% | Reduced |
| Estabrook Capital Management | 1,500 | $459.8K | 0.08% | −11−0.7% | Reduced |
| Clearstead Advisors, LLC | 1,493 | $457.6K | 0.03% | +76+5.4% | Added |
| Harvest Fund Management Co., Ltd | 1,487 | $455.0K | 0.10% | −1,584−51.6% | Reduced |
| TCTC Holdings, LLC | 1,482 | $454.2K | 0.02% | +130+9.6% | Added |
| Quent Capital, LLC | 1,483 | $454.2K | 0.08% | +2+0.1% | Added |
| Eagle Global Advisors LLC | 1,480 | $453.6K | 0.03% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,479 | $453.3K | 0.11% | −12−0.8% | Reduced |
| Forum Financial Management, LP | 1,468 | $450.0K | 0.01% | +25+1.7% | Added |
| Pointe Capital Management LLC | 1,462 | $448.1K | 0.33% | −196−11.8% | Reduced |
| Renasant Bank | 1,462 | $448.1K | 0.35% | −32−2.1% | Reduced |
| Vishria Bird Financial Group, LLC | 1,451 | $445.0K | 0.28% | +442+43.8% | Added |
| Lyell Wealth Management, LP | 1,445 | $442.9K | 0.06% | +27+1.9% | Added |
| Woodmont Investment Counsel LLC | 1,435 | $439.8K | 0.05% | +1,435 | New |
| Aigen Investment Management, LP | 1,434 | $439.5K | 0.06% | +1,434 | New |
| EP Wealth Advisors, LLC | 1,433 | $439.3K | 0.01% | +57+4.1% | Added |
| Kolinsky Wealth Management, LLC | 1,432 | $439.0K | 0.47% | +57+4.1% | Added |
| Adviser Investments LLC | 1,427 | $437.4K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,425 | $437.0K | 0.02% | +28+2.0% | Added |
| Enterprise Financial Services Corp | 1,422 | $435.8K | 0.28% | −32−2.2% | Reduced |
| Arlington Partners LLC | 1,415 | $433.7K | 0.06% | +1,106+357.9% | Added |
| Old Port Advisors | 1,418 | $433.6K | 0.16% | −92−6.1% | Reduced |
| Pinnacle Financial Partners Inc | 1,396 | $427.9K | 0.01% | −7−0.5% | Reduced |
| Crewe Advisors LLC | 1,375 | $421.4K | 0.06% | −82−5.6% | Reduced |
| Fort Washington Investment Advisors Inc | 1,373 | $420.8K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,367 | $419.0K | 2.59% | −93−6.4% | Reduced |
| Eqis Capital Management, Inc. | 1,354 | $415.0K | 0.05% | +1,354 | New |
| Loomis Sayles & Co L P | 1,336 | $409.0K | 0.00% | +1,336 | New |
| Mission Wealth Management, LP | 1,330 | $407.7K | 0.02% | +10+0.8% | Added |
| Horizon Investments, LLC | 1,335 | $407.2K | 0.01% | −2,763−67.4% | Reduced |
| McLean Asset Management Corp | 1,325 | $406.1K | 0.17% | −18−1.3% | Reduced |
| Snowden Capital Advisors LLC | 1,317 | $403.7K | 0.02% | +115+9.6% | Added |
| Northcape Wealth Management, LLC | 1,317 | $403.7K | 0.15% | +1,317 | New |
| Valtinson Bruner Financial Planning LLC | 1,313 | $402.4K | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,307 | $400.0K | 0.08% | −44−3.3% | Reduced |
| Profund Advisors LLC | 1,304 | $399.7K | 0.02% | +160+14.0% | Added |
| Checchi Capital Advisers, LLC | 1,302 | $399.1K | 0.04% | +20+1.6% | Added |
| Carr Financial Group Corp | 1,296 | $397.2K | 0.18% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,291 | $395.7K | 0.07% | +1,291 | New |
| Stephens Inc | 1,288 | $394.8K | 0.01% | +156+13.8% | Added |
| Ameritas Investment Partners, Inc. | 1,285 | $393.9K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,278 | $391.7K | 0.08% | +107+9.1% | Added |
| Ci Investments Inc. | 1,276 | $391.0K | 0.00% | −50−3.8% | Reduced |
| Perritt Capital Management Inc | 1,274 | $390.3K | 0.22% | −20−1.5% | Reduced |
| Catalyst Financial Partners LLC | 1,272 | $389.9K | 0.17% | +72+6.0% | Added |
| Johnson Financial Group, Inc. | 1,268 | $388.6K | 0.03% | +91+7.7% | Added |
| Wedbush Securities Inc | 1,248 | $383.0K | 0.02% | +137+12.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $380.7K | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,241 | $380.0K | 0.10% | −115−8.5% | Reduced |
| Brookstone Capital Management | 1,219 | $379.7K | 0.01% | −724−37.3% | Reduced |
| Pinnacle Associates Ltd | 1,234 | $378.1K | 0.01% | +268+27.7% | Added |
| Trust Asset Management LLC | 1,230 | $377.0K | 0.04% | −13−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,228 | $376.4K | 0.01% | +96+8.5% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $373.9K | 0.04% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,215 | $372.0K | 0.21% | +67+5.8% | Added |
| Weil Company, Inc. | 1,200 | $367.8K | 0.17% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,197 | $366.9K | 0.00% | +401+50.4% | Added |
| DoubleLine ETF Adviser LP | 1,192 | $365.3K | 0.16% | −311−20.7% | Reduced |
| Hilltop Partners LLC | 1,178 | $361.1K | 0.16% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,154 | $359.0K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,167 | $357.8K | 0.01% | +21+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $353.4K | 0.07% | +295+34.4% | Added |
| Bailard, Inc. | 1,142 | $350.0K | 0.01% | +23+2.1% | Added |
| Sunflower Bank, N.A. | 1,141 | $349.7K | 0.08% | −75−6.2% | Reduced |
| Blueshift Asset Management, LLC | 1,139 | $349.1K | 0.15% | +152+15.4% | Added |
| Legacy Advisors, LLC | 1,131 | $346.7K | 0.06% | +1,131 | New |
| Enzi Wealth | 1,110 | $345.9K | 0.18% | 00.0% | Unchanged |
| Carlson Capital Management | 1,119 | $343.0K | 0.02% | +14+1.3% | Added |
| Focus Financial Network, Inc. | 1,114 | $341.5K | 0.02% | +17+1.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $341.0K | 0.43% | −190−14.6% | Reduced |
| Csenge Advisory Group | 1,111 | $340.6K | 0.02% | −382−25.6% | Reduced |