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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.

Q2 2023 vs. Q1 2023

How the institutions holding Ameriprise Financial Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of AMP: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,03981,079+48
Shares88.1M12.8K86.5M−1.61M (−1.8%)
Value$26.7B$3.91M$28.6B+$1.91B (+7.2%)

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (109)

Institutions that held Ameriprise Financial Inc at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 109 by value.

Institutions new to AMP in Q2 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC208,095$69.1M0.19%
Marshall Wace, LLP131,479$43.7M0.09%
Azora Capital LP54,004$17.9M3.65%
Hudson Bay Capital Management LP30,000$9.96M0.10%
Jupiter Asset Management Ltd19,539$6.49M0.07%
Genus Capital Management Inc.10,054$3.34M0.49%
Bartlett & Co. Wealth Management LLC8,153$2.71M0.05%
Bartlett & Co. LLC8,153$2.71M0.05%
Worldquant Millennium Advisors LLC7,869$2.61M0.04%
Alaska Permanent Fund Corp7,400$2.46M0.05%
DRW Securities, LLC6,975$2.32M0.18%
WBI Investments5,574$1.85M0.34%
NewEdge Wealth, LLC4,815$1.60M0.05%
Radnor Capital Management, LLC4,462$1.48M0.63%
iA Global Asset Management Inc.4,442$1.48M0.04%
Squarepoint Ops LLC3,992$1.33M0.01%
Sabal Trust CO3,935$1.31M0.08%
Trexquant Investment LP3,001$996.8K0.03%
Eisler Capital (UK) Ltd.2,959$982.9K0.11%
Seven Eight Capital, LP2,738$909.5K0.15%
Pearl River Capital, LLC2,439$810.1K0.13%
Invesco, LLC2,387$792.9K0.39%
Fox Run Management, L.L.C.2,163$718.5K0.20%
FJ Capital Management LLC2,033$675.3K0.09%
Geller Advisors LLC1,560$518.2K0.06%
Fifth Third Wealth Advisors LLC1,527$507.2K0.33%
Inceptionr LLC1,485$493.3K0.26%
Bank Ozk1,442$479.0K0.23%
Sherbrooke Park Advisers LLC1,400$465.0K0.24%
St Germain D J Co Inc1,333$442.8K0.02%
Power Corp of Canada1,239$411.5K0.04%
Convergence Investment Partners, LLC1,143$380.0K0.22%
TrinityPoint Wealth, LLC1,114$370.0K0.07%
Mutual Advisors, LLC1,104$366.6K0.01%
Zhang Financial LLC1,102$366.1K0.04%
Founders Capital Management, LLC1,000$332.2K0.07%
Armstrong, Fleming & Moore, Inc1,000$332.2K0.31%
Two Sigma Securities, LLC930$308.9K0.03%
InterOcean Capital Group, LLC916$304.2K0.01%
Empowered Funds, LLC882$293.0K0.01%
EA Series Trust882$293.0K0.01%
Colonial Trust Co875$290.1K0.07%
Daymark Wealth Partners, LLC868$288.3K0.02%
Sendero Wealth Management, LLC840$279.0K0.06%
UniSuper Management Pty Ltd800$265.7K0.00%
Cornerstone Planning Group LLC790$262.5K0.10%
GYL Financial Synergies, LLC785$260.7K0.02%
Caldwell Sutter Capital, Inc.772$256.4K0.13%
XTX Topco Ltd754$250.4K0.04%
PDS Planning, Inc742$246.5K0.03%
Connecticut Wealth Management, LLC732$243.1K0.02%
Royal Fund Management, LLC688$228.6K0.03%
Drive Wealth Management, LLC685$227.6K0.08%
Axq Capital, LP684$227.2K0.28%
Stevens Capital Management LP683$227.0K0.05%
Hoxton Planning & Management, LLC671$222.9K0.14%
Institute for Wealth Management, LLC.661$219.6K0.04%
Summit Trail Advisors, LLC657$218.3K0.01%
Arthur M. Cohen & Associates, LLC650$215.9K0.05%
Beck Mack & Oliver LLC648$215.2K0.01%
Portside Wealth Group, LLC648$215.2K0.04%
Brighton Jones LLC647$214.9K0.01%
WBH Advisory Inc640$212.6K0.03%
Rebalance, LLC640$212.6K0.02%
Cape Cod Five Cents Savings Bank637$211.6K0.02%
Five Oceans Advisors635$210.9K0.14%
Ledyard National Bank630$209.3K0.02%
MONECO Advisors, LLC627$208.2K0.06%
Nwam LLC625$207.6K0.02%
All Terrain Financial Advisors, LLC623$206.9K0.09%
Mark Stevens623$206.9K0.03%
Philadelphia Trust Co620$206.0K0.02%
Dorsey & Whitney Trust CO LLC620$205.9K0.02%
Evoke Wealth, LLC619$205.5K0.01%
OneAscent Financial Services LLC618$205.0K0.09%
First County Bank613$203.6K0.10%
MTM Investment Management, LLC608$202.0K0.10%
Clifford Swan Investment Counsel LLC607$201.6K0.01%
Concorde Asset Management, LLC607$201.6K0.19%
Graves-Light Private Wealth Management, Inc.604$200.6K0.03%
Cherry Tree Wealth Management, LLC489$162.4K0.05%
ORG Partners LLC480$160.8K0.03%
Twin Tree Management, LP387$128.5K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main286$95.0K0.00%
McMillion Capital Management Inc246$81.7K0.07%
Global Wealth Management Investment Advisory, Inc.180$59.8K0.02%
Fairfield, Bush & Co.175$58.1K0.02%
WFA of San Diego, LLC68$22.6K0.02%
First Capital Advisors Group, LLC.53$17.6K0.01%
Halpern Financial, Inc.49$16.3K0.01%
Bollard Group LLC40$13.0K0.00%
Intrepid Capital Management Inc34$11.3K0.01%
GW&K Investment Management, LLC34$11.0K0.00%
Tyler-Stone Wealth Management30$10.0K0.01%
Northwest Capital Management Inc30$9.96K0.00%
Impact Partnership Wealth, LLC17$5.65K0.00%
West Tower Group, LLC14$4.65K0.00%
Riggs Asset Managment Co. Inc.13$4.32K0.00%
First Command Bank12$3.99K0.00%
First Command Financial Services, Inc.12$3.99K0.00%

Sold out (61)

Institutions that held Ameriprise Financial Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of AMP in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Ergoteles LLC19,449$5.96M
Steel Peak Wealth Management LLC6,971$2.14M
Sustainable Insight Capital Management, LLC6,524$2.00M
Summit Global Investments5,635$1.73M
Chase Investment Counsel Corp5,570$1.71M
Alpha DNA Investment Management LLC4,227$1.30M
AXS Investments LLC3,787$1.16M
Northwest & Ethical Investments L.P.3,266$1.00M
ING Groep NV2,893$886.7K
Natixis2,791$855.4K
Parallax Volatility Advisers, L.P.2,544$779.7K
Asset Allocation & Management Company, LLC2,536$777.0K
Essex Financial Services, Inc.2,080$637.5K
Baader Bank INC2,080$637.5K
Petrus Trust Company, LTA1,697$520.1K
IFG Advisory, LLC1,673$512.8K
MQS Management LLC1,557$477.2K
Aigen Investment Management, LP1,434$439.5K
Campbell & CO Investment Adviser LLC1,291$395.7K
Scotia Capital Inc.1,197$366.9K
Acadian Asset Management LLC1,108$338.0K
YHB Investment Advisors, Inc.1,073$328.9K
Oak Thistle LLC1,051$322.1K
Wolverine Trading, LLC1,014$305.0K
Acrisure Capital Management, LLC925$283.5K
Kapitalo Investimentos Ltda906$277.7K
Driehaus Capital Management LLC817$250.4K
Aspiriant, LLC805$246.7K
Versor Investments LP791$242.4K
Sowell Financial Services LLC735$225.0K
Aureus Asset Management, LLC717$219.8K
Avantax Advisory Services, Inc.693$212.3K
Perennial Advisors, LLC679$208.1K
Healthcare of Ontario Pension Plan Trust Fund620$190.0K
Fortis Advisors, LLC581$178.1K
Ameritas Advisory Services, LLC516$159.7K
TCI Wealth Advisors, Inc.451$138.2K
World Equity Group, Inc.12,388$131.5K
Cubist Systematic Strategies, LLC300$92.0K
Exos TFP Holdings LLC299$91.6K
Ellevest, Inc.191$58.5K
Group One Trading, L.P.169$51.8K
Acima Private Wealth, LLC145$44.4K
Brown Shipley& Co Ltd100$30.6K
Graham Capital Wealth Management, LLC83$25.4K
Schubert & Co59$18.1K
Kalos Management, Inc.58$17.8K
Goodman Advisory Group, LLC47$14.4K
Citadel Advisors LLC46$14.1K
Macroview Investment Management LLC34$10.4K
Point72 Middle East FZE32$9.81K
WealthPlan Investment Management, LLC26$8.00K
Cascade Investment Advisors, Inc.25$7.66K
Oliver Lagore Vanvalin Investment Group25$7.66K
Grey Fox Wealth Advisors, LLC13$3.98K
HHM Wealth Advisors, LLC9$2.76K
Quarry LP9$2.76K
Okabena Investment Services Inc10$2.42K
BOK Financial Private Wealth, Inc.7$2.15K
Rise Advisors, LLC4$1.23K
Optiver Holding B.V.1$306

Not filed for Q2 2023 yet (8)

Institutions that held Ameriprise Financial Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMP in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Avalon Investment & Advisory2,967$909.5K
HNP Capital LLC2,480$760.1K
Domani Wealth, LLC1,800$551.7K
Old Port Advisors1,418$433.6K
Ibex Wealth Advisors1,241$380.0K
Kula Investments, LLC1,026$314.5K
Cerro Pacific Wealth Advisors LLC963$295.1K
LeJeune Puetz Investment Counsel LLC855$262.1K