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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 1,111 | $340.5K | 0.11% | +169+17.9% | Added |
| Acadian Asset Management LLC | 1,108 | $338.0K | 0.00% | −654−37.1% | Reduced |
| Global Retirement Partners, LLC | 1,169 | $337.7K | 0.02% | +194+19.9% | Added |
| Invst, LLC | 1,114 | $336.9K | 0.05% | −1,993−64.1% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $335.0K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $334.0K | 0.36% | 00.0% | Unchanged |
| Spinnaker Trust | 1,085 | $332.6K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,085 | $332.0K | 0.04% | +764+238.0% | Added |
| Diversified Trust Co | 1,083 | $331.9K | 0.01% | −55−4.8% | Reduced |
| Gotham Asset Management, LLC | 1,081 | $331.3K | 0.01% | −45−4.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,080 | $331.0K | 0.03% | −320−22.9% | Reduced |
| Eudaimonia Partners, LLC | 1,077 | $330.1K | 0.08% | −46−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,073 | $328.9K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,072 | $328.6K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,094 | $328.5K | 0.14% | +75+7.4% | Added |
| IHT Wealth Management, LLC | 1,070 | $328.0K | 0.02% | +134+14.3% | Added |
| Bryn Mawr Trust Co | 1,063 | $326.0K | 0.01% | +267+33.5% | Added |
| Karpas Strategies, LLC | 1,060 | $324.9K | 0.11% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,059 | $324.6K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,051 | $322.1K | 0.19% | +1,051 | New |
| First International Bank & Trust | 1,049 | $321.5K | 0.11% | +1,049 | New |
| C M Bidwell & Associates Ltd | 1,049 | $321.5K | 0.24% | −56−5.1% | Reduced |
| Transform Wealth, LLC | 1,045 | $320.2K | 0.03% | −74−6.6% | Reduced |
| Sage Mountain Advisors LLC | 1,037 | $317.8K | 0.05% | +1,037 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,034 | $317.0K | 0.00% | +343+49.6% | Added |
| Kula Investments, LLC | 1,026 | $314.5K | 0.08% | +1,026 | New |
| First Bank & Trust | 1,024 | $313.9K | 0.08% | −230−18.3% | Reduced |
| Financial Insights, Inc. | 1,016 | $311.4K | 0.13% | −117−10.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,014 | $310.8K | 0.01% | +50+5.2% | Added |
| Jackson Creek Investment Advisors LLC | 1,007 | $309.0K | 0.13% | +1,007 | New |
| Harbour Investments, Inc. | 1,006 | $308.3K | 0.02% | −10−1.0% | Reduced |
| Gateway Advisory, LLC | 1,004 | $308.0K | 0.07% | +1,004 | New |
| Van Strum & Towne Inc. | 1,000 | $306.5K | 0.13% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $306.5K | 0.07% | +100+11.1% | Added |
| Wolverine Trading, LLC | 1,014 | $305.0K | 0.01% | +1,014 | New |
| Beaton Management Co. Inc. | 991 | $304.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 991 | $303.7K | 0.05% | −12−1.2% | Reduced |
| FFT Wealth Management LLC | 987 | $302.5K | 0.04% | +74+8.1% | Added |
| Chesapeake Wealth Management | 985 | $301.9K | 0.13% | −60−5.7% | Reduced |
| Keel Point, LLC | 970 | $297.3K | 0.04% | −126−11.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 969 | $297.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 965 | $295.8K | 0.04% | +7+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 963 | $295.1K | 0.16% | −1,817−65.4% | Reduced |
| Peapack Gladstone Financial Corp | 959 | $294.0K | 0.01% | +280+41.2% | Added |
| KMG Fiduciary Partners, LLC | 959 | $293.9K | 0.04% | −300−23.8% | Reduced |
| Hills Bank & Trust Co | 959 | $293.9K | 0.04% | −50−5.0% | Reduced |
| Evercore Wealth Management, LLC | 954 | $292.4K | 0.01% | +11+1.2% | Added |
| Green Harvest Asset Management LLC | 953 | $292.1K | 0.01% | +33+3.6% | Added |
| BLB&B Advisors, LLC | 950 | $291.2K | 0.02% | +2+0.2% | Added |
| WealthTrust Axiom LLC | 947 | $290.3K | 0.10% | −3−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 945 | $289.6K | 0.08% | +25+2.7% | Added |
| IFP Advisors, Inc | 2,062 | $289.2K | 0.01% | −1,413−40.7% | Reduced |
| Rothschild Investment Corp | 941 | $288.0K | 0.03% | −42−4.3% | Reduced |
| Hengehold Capital Management LLC | 933 | $286.0K | 0.04% | −19−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 925 | $284.0K | 0.01% | −200−17.8% | Reduced |
| Acrisure Capital Management, LLC | 925 | $283.5K | 0.29% | +925 | New |
| Wealthspire Advisors, LLC | 919 | $281.7K | 0.00% | −334−26.7% | Reduced |
| Berkshire Asset Management LLC | 911 | $279.2K | 0.02% | +911 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 908 | $278.3K | 0.04% | +153+20.3% | Added |
| Kapitalo Investimentos Ltda | 906 | $277.7K | 0.09% | +906 | New |
| Cito Capital Group, LLC | 901 | $276.0K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 896 | $274.6K | 0.02% | +896 | New |
| Cairn Investment Group, Inc. | 888 | $272.0K | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 887 | $271.9K | 0.08% | −6−0.7% | Reduced |
| Waldron Private Wealth LLC | 887 | $271.9K | 0.01% | +11+1.3% | Added |
| KFA Private Wealth Group, LLC | 886 | $271.6K | 0.12% | +886 | New |
| Tradition Wealth Management, LLC | 885 | $271.0K | 0.03% | +579+189.2% | Added |
| V-Square Quantitative Management LLC | 880 | $269.7K | 0.25% | +880 | New |
| Park National Corp | 876 | $268.5K | 0.01% | −1−0.1% | Reduced |
| Whittier Trust Co | 873 | $267.6K | 0.00% | +30+3.6% | Added |
| GPS Wealth Strategies Group, LLC | 869 | $266.4K | 0.06% | +869 | New |
| Ostrum Asset Management | 863 | $264.5K | 0.02% | +863 | New |
| 3Chopt Investment Partners, LLC | 856 | $262.4K | 0.14% | +408+91.1% | Added |
| Rockland Trust Co | 855 | $262.1K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 855 | $262.1K | 0.09% | +5+0.6% | Added |
| Peoples Financial Services Corp. | 855 | $262.1K | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 842 | $258.1K | 0.02% | +842 | New |
| V Wealth Advisors LLC | 838 | $256.7K | 0.05% | +1+0.1% | Added |
| Gallacher Capital Management LLC | 836 | $256.2K | 0.15% | +32+4.0% | Added |
| Ignite Planners, LLC | 848 | $256.1K | 0.11% | +42+5.2% | Added |
| Canal Capital Management, LLC | 835 | $255.9K | 0.06% | +40+5.0% | Added |
| Moloney Securities Asset Management, LLC | 830 | $254.3K | 0.05% | 00.0% | Unchanged |
| Renaissance Group LLC | 825 | $252.9K | 0.01% | −63−7.1% | Reduced |
| Sunbelt Securities, Inc. | 838 | $251.9K | 0.04% | −1−0.1% | Reduced |
| Driehaus Capital Management LLC | 817 | $250.4K | 0.00% | +817 | New |
| Washington Trust Bank | 814 | $249.5K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 813 | $249.2K | 0.01% | +6+0.7% | Added |
| Leavell Investment Management, Inc. | 812 | $249.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 805 | $246.7K | 0.01% | +805 | New |
| Great Valley Advisor Group, Inc. | 806 | $246.7K | 0.01% | +2+0.2% | Added |
| Hyman Charles D | 803 | $246.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $246.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $245.2K | 0.11% | 00.0% | Unchanged |
| Versor Investments LP | 791 | $242.4K | 0.03% | +791 | New |
| Busey Wealth Management | 790 | $242.1K | 0.01% | −59−6.9% | Reduced |
| HBK Sorce Advisory LLC | 789 | $241.8K | 0.01% | −3,007−79.2% | Reduced |
| Beacon Financial Group | 795 | $240.0K | 0.03% | −24−2.9% | Reduced |
| Smithfield Trust Co | 781 | $240.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 783 | $240.0K | 0.06% | +783 | New |
| Allen Investment Management LLC | 777 | $238.2K | 0.00% | +777 | New |