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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 773 | $237.2K | 0.02% | +773 | New |
| First Nebraska Trust Co | 765 | $234.5K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 762 | $233.6K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 753 | $230.8K | 0.00% | −30−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $230.5K | 0.17% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 750 | $230.0K | 0.17% | −250−25.0% | Reduced |
| Spire Wealth Management | 746 | $228.6K | 0.01% | −58−7.2% | Reduced |
| Keebeck Alpha, LP | 738 | $226.2K | 0.26% | +738 | New |
| Kathmere Capital Management, LLC | 736 | $225.6K | 0.04% | −22−2.9% | Reduced |
| Hilltop Holdings Inc. | 735 | $225.3K | 0.03% | −23−3.0% | Reduced |
| Sowell Financial Services LLC | 735 | $225.0K | 0.02% | +735 | New |
| Hollencrest Capital Management | 731 | $224.1K | 0.02% | +731 | New |
| Courier Capital LLC | 730 | $223.7K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 726 | $222.5K | 0.01% | +726 | New |
| Progressive Investment Management Corp | 720 | $220.7K | 0.07% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 719 | $220.4K | 0.12% | +719 | New |
| Aureus Asset Management, LLC | 717 | $219.8K | 0.02% | −90−11.2% | Reduced |
| Garrison Asset Management, LLC | 712 | $218.2K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $218.0K | 0.09% | −21−2.9% | Reduced |
| Northwest Bancshares, Inc. | 708 | $217.0K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 701 | $214.9K | 0.01% | −129−15.5% | Reduced |
| Avantax Advisory Services, Inc. | 693 | $212.3K | 0.00% | +693 | New |
| Smith, Moore & Co. | 684 | $209.6K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 684 | $209.6K | 0.01% | −6−0.9% | Reduced |
| Capital Advisors Inc | 679 | $208.2K | 0.01% | +10+1.5% | Added |
| Perennial Advisors, LLC | 679 | $208.1K | 0.06% | +679 | New |
| OneAscent Wealth Management LLC | 680 | $208.0K | 0.08% | −82−10.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 678 | $207.8K | 0.05% | +678 | New |
| Miracle Mile Advisors, LLC | 669 | $205.0K | 0.01% | −15−2.2% | Reduced |
| Whalerock Point Partners, LLC | 669 | $205.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 665 | $203.7K | 0.03% | −28−4.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 664 | $203.5K | 0.01% | −10−1.5% | Reduced |
| Itau Unibanco Holding S.A. | 664 | $203.5K | 0.01% | +664 | New |
| Sigma Planning Corp | 663 | $203.3K | 0.01% | −48−6.8% | Reduced |
| Camden Capital, LLC | 663 | $203.2K | 0.03% | +663 | New |
| Aaron Wealth Advisors | 662 | $202.9K | 0.03% | +662 | New |
| Shelton Capital Management | 661 | $202.6K | 0.01% | −60−8.3% | Reduced |
| Avantax Planning Partners, Inc. | 659 | $202.0K | 0.01% | 00.0% | Unchanged |
| Great Waters Wealth Management | 637 | $200.1K | 0.04% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 651 | $199.5K | 0.17% | −126−16.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 620 | $190.0K | 0.00% | −13,398−95.6% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $184.8K | 0.28% | 00.0% | Unchanged |
| Private Trust Co NA | 597 | $183.0K | 0.02% | +13+2.2% | Added |
| Fortis Advisors, LLC | 581 | $178.1K | 0.12% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $171.6K | 0.05% | 00.0% | Unchanged |
| Lansing Street Advisors | 524 | $160.6K | 0.10% | +2+0.4% | Added |
| Ameritas Advisory Services, LLC | 516 | $159.7K | 0.01% | +516 | New |
| Ronald Blue Trust, Inc. | 479 | $149.0K | 0.00% | −13−2.6% | Reduced |
| Horan Securities, Inc. | 474 | $145.3K | 0.07% | +2+0.4% | Added |
| Washington Trust Advisors, Inc. | 472 | $144.7K | 0.01% | −110−18.9% | Reduced |
| Boyd Watterson Asset Management LLC | 461 | $141.3K | 0.06% | +4+0.9% | Added |
| Parkside Financial Bank & Trust | 459 | $140.7K | 0.04% | +71+18.3% | Added |
| Caldwell Trust Co | 458 | $140.4K | 0.02% | +9+2.0% | Added |
| International Assets Investment Management, LLC | 103,119 | $138.5K | 0.02% | −61−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 451 | $138.2K | 0.02% | +119+35.8% | Added |
| Tortoise Investment Management, LLC | 438 | $134.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 436 | $133.6K | 0.01% | −152−25.9% | Reduced |
| World Equity Group, Inc. | 12,388 | $131.5K | 0.02% | +12,388 | New |
| Advisors Asset Management, Inc. | 423 | $129.7K | 0.00% | +423 | New |
| Eagle Bay Advisors LLC | 418 | $128.1K | 0.07% | −2−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 417 | $127.8K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 386 | $118.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 385 | $118.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 382 | $117.0K | 0.01% | +382 | New |
| Webster Bank, N. A. | 359 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $109.7K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 355 | $108.8K | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 350 | $107.3K | 0.06% | +15+4.5% | Added |
| CVA Family Office, LLC | 345 | $105.7K | 0.02% | +10+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 336 | $103.0K | 0.00% | −28−7.7% | Reduced |
| Kozak & Associates, Inc. | 327 | $100.2K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 314 | $96.2K | 0.00% | +98+45.4% | Added |
| United Community Bank | 309 | $94.7K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $94.1K | 0.01% | +300+4,285.7% | Added |
| Larson Financial Group LLC | 302 | $92.6K | 0.01% | +302 | New |
| Cubist Systematic Strategies, LLC | 300 | $92.0K | 0.00% | −4,888−94.2% | Reduced |
| Alta Advisers Ltd | 300 | $92.0K | 0.05% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 299 | $91.6K | 0.02% | +54+22.0% | Added |
| Hexagon Capital Partners LLC | 282 | $86.4K | 0.02% | −2−0.7% | Reduced |
| Zions Bancorporation, N.A. | 281 | $86.1K | 0.01% | −21−7.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 279 | $85.5K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 277 | $84.9K | 0.01% | −278−50.1% | Reduced |
| West Oak Capital, LLC | 275 | $84.3K | 0.04% | +275 | New |
| PFG Private Wealth Management, LLC | 271 | $83.1K | 0.05% | −30−10.0% | Reduced |
| Central Bank & Trust Co | 266 | $81.5K | 0.01% | +6+2.3% | Added |
| Thompson Siegel & Walmsley LLC | 265 | $81.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 261 | $80.0K | 0.03% | −6−2.2% | Reduced |
| McIlrath & Eck, LLC | 261 | $80.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 255 | $78.2K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $77.0K | 0.03% | +33+15.1% | Added |
| Gables Capital Management Inc. | 250 | $76.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 245 | $75.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 245 | $75.1K | 0.00% | +5+2.1% | Added |
| Old Second National Bank of Aurora | 245 | $75.1K | 0.02% | +245 | New |
| Tilia Fiduciary Partners, Inc. | 241 | $73.9K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $72.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 233 | $71.5K | 0.01% | +25+12.0% | Added |
| TFC Financial Management | 222 | $68.1K | 0.02% | +216+3,600.0% | Added |
| Kelly Financial Services LLC | 215 | $65.8K | 0.03% | +42+24.3% | Added |
| Clear Street Markets LLC | 207 | $63.0K | 0.02% | −866−80.7% | Reduced |