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, Q2 2023
Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
- 1,079
- +48 vs. Q1 2023
- Shares held
- 86.5M
- −1.61M (−1.8%) vs. Q1 2023
- Total value
- $28.6B
- +$1.91B (+7.2%) vs. Q1 2023
- New holders
- 109
- 336 more added
- Sold out
- 61
- 407 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 133,742 | $44.4M | 0.48% | −54,033−28.8% | Reduced |
| Voloridge Investment Management, LLC | 133,812 | $44.4M | 0.21% | −72,888−35.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 134,558 | $44.7M | 0.12% | −76,041−36.1% | Reduced |
| National Pension Service | 143,248 | $47.5M | 0.08% | −94,276−39.7% | Reduced |
| Todd Asset Management LLC | 144,945 | $48.1M | 1.12% | −598−0.4% | Reduced |
| Employees Retirement System of Texas | 145,000 | $48.2M | 0.66% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 149,991 | $49.8M | 0.48% | −576−0.4% | Reduced |
| Alliancebernstein L.P. | 150,447 | $50.0M | 0.02% | −6,080−3.9% | Reduced |
| Korea Investment CORP | 156,453 | $52.0M | 0.15% | +21,692+16.1% | Added |
| Citigroup Inc | 158,894 | $52.8M | 0.07% | +9,690+6.5% | Added |
| Putnam Investments LLC | 159,489 | $53.0M | 0.08% | −640−0.4% | Reduced |
| State of Tennessee, Treasury Department | 164,031 | $54.5M | 0.23% | −19,587−10.7% | Reduced |
| Raymond James & Associates | 164,870 | $54.8M | 0.05% | +27,385+19.9% | Added |
| AustralianSuper Pty Ltd | 168,217 | $55.9M | 0.35% | −43,458−20.5% | Reduced |
| California State Teachers Retirement System | 170,311 | $56.6M | 0.08% | −6,250−3.5% | Reduced |
| SEI Investments Co | 175,428 | $58.3M | 0.10% | −22,612−11.4% | Reduced |
| Axiom Investors LLC | 179,030 | $59.5M | 0.89% | −1,847−1.0% | Reduced |
| Wells Fargo & Company | 184,070 | $61.1M | 0.02% | +738+0.4% | Added |
| Epoch Investment Partners, Inc. | 186,074 | $61.8M | 0.36% | +38,716+26.3% | Added |
| Massachusetts Financial Services Co | 197,909 | $65.7M | 0.02% | +36,580+22.7% | Added |
| Brandywine Global Investment Management, LLC | 199,678 | $66.3M | 0.55% | +27,434+15.9% | Added |
| Welch & Forbes LLC | 200,845 | $66.7M | 1.05% | −1,276−0.6% | Reduced |
| Balyasny Asset Management LLC | 208,095 | $69.1M | 0.19% | +208,095 | New |
| Victory Capital Management Inc | 208,122 | $69.1M | 0.08% | −4,469−2.1% | Reduced |
| TCW Group Inc | 209,559 | $69.6M | 0.77% | +21,359+11.3% | Added |
| California Public Employees Retirement System | 209,846 | $69.7M | 0.06% | −14,273−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 211,789 | $70.3M | 0.15% | +57,144+37.0% | Added |
| Federated Hermes, Inc. | 212,520 | $70.6M | 0.18% | +30,438+16.7% | Added |
| Barclays PLC | 213,770 | $71.0M | 0.05% | +105,417+97.3% | Added |
| Prana Capital Management, LP | 219,357 | $72.9M | 4.87% | +66,656+43.7% | Added |
| Price T Rowe Associates Inc | 221,509 | $73.6M | 0.01% | −950.0% | Reduced |
| Westfield Capital Management Co LP | 223,412 | $74.2M | 0.47% | +57,220+34.4% | Added |
| Swedbank AB | 226,806 | $75.3M | 0.13% | +25,014+12.4% | Added |
| Rhumbline Advisers | 232,205 | $77.1M | 0.09% | +10,971+5.0% | Added |
| Credit Suisse AG | 234,529 | $77.9M | 0.08% | −3,076−1.3% | Reduced |
| TD Asset Management Inc | 239,527 | $79.6M | 0.09% | +10,241+4.5% | Added |
| HSBC Holdings PLC | 244,142 | $81.2M | 0.09% | −4,840−1.9% | Reduced |
| American Century Companies Inc | 245,214 | $81.5M | 0.06% | −340,762−58.2% | Reduced |
| Principal Financial Group Inc | 284,263 | $94.4M | 0.06% | −33,093−10.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 298,647 | $99.2M | 0.08% | −19,091−6.0% | Reduced |
| Allianz Asset Management GmbH | 309,642 | $102.9M | 0.22% | +81,316+35.6% | Added |
| Bank of Montreal | 308,266 | $103.1M | 0.06% | +43,273+16.3% | Added |
| Silvercrest Asset Management Group LLC | 377,430 | $125.4M | 0.89% | +7,335+2.0% | Added |
| Agf Management Ltd | 381,799 | $126.8M | 0.92% | −1890.0% | Reduced |
| Amundi | 414,926 | $139.0M | 0.07% | −41,996−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 434,577 | $144.3M | 0.12% | −4,448−1.0% | Reduced |
| Millennium Management LLC | 473,295 | $157.2M | 0.17% | +29,050+6.5% | Added |
| Envestnet Asset Management Inc | 550,970 | $183.0M | 0.08% | −941,247−63.1% | Reduced |
| Thrivent Financial for Lutherans | 553,481 | $183.8M | 0.42% | +236,944+74.9% | Added |
| Charles Schwab Investment Management Inc | 581,900 | $193.3M | 0.06% | −6,387−1.1% | Reduced |
| Truist Financial Corp | 590,223 | $196.0M | 0.33% | +6,737+1.2% | Added |
| Invesco Ltd. | 593,212 | $197.0M | 0.05% | −187,022−24.0% | Reduced |
| Lord, Abbett & Co. LLC | 594,050 | $197.3M | 0.68% | −197,410−24.9% | Reduced |
| Brown Advisory Inc | 643,908 | $213.9M | 0.33% | +13,523+2.1% | Added |
| Deutsche Bank AG | 687,490 | $228.4M | 0.12% | −32,065−4.5% | Reduced |
| Legal & General Group Plc | 727,605 | $241.7M | 0.08% | −9,289−1.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 730,484 | $242.6M | 1.36% | +86,264+13.4% | Added |
| Goldman Sachs Group Inc | 752,335 | $249.9M | 0.06% | +73,665+10.9% | Added |
| Bank of America Corp | 831,449 | $276.2M | 0.03% | −108,040−11.5% | Reduced |
| Royal Bank of Canada | 873,774 | $290.2M | 0.08% | −14,097−1.6% | Reduced |
| Lyrical Asset Management LP | 954,922 | $317.2M | 5.93% | −61,249−6.0% | Reduced |
| Dimensional Fund Advisors LP | 980,919 | $325.8M | 0.10% | −24,418−2.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,124,103 | $373.4M | 1.53% | +183,063+19.5% | Added |
| UBS Group AG | 1,254,494 | $416.7M | 0.18% | −3,286−0.3% | Reduced |
| Norges Bank | 1,268,196 | $421.2M | 0.08% | −9,664−0.8% | Reduced |
| LSV Asset Management | 1,271,193 | $422.2M | 0.93% | −21,850−1.7% | Reduced |
| Northern Trust Corp | 1,272,266 | $422.6M | 0.08% | −69,916−5.2% | Reduced |
| FMR LLC | 1,303,713 | $433.0M | 0.04% | −10,747−0.8% | Reduced |
| Nuveen Asset Management, LLC | 1,673,748 | $556.0M | 0.19% | +382,811+29.7% | Added |
| Boston Partners | 1,730,668 | $574.9M | 0.77% | −69,988−3.9% | Reduced |
| Bank of New York Mellon Corp | 1,820,470 | $604.7M | 0.13% | −7,623−0.4% | Reduced |
| UBS Asset Management Americas Inc | 1,987,262 | $609.1M | 0.30% | 00.0% | Unchanged |
| Morgan Stanley | 2,290,662 | $760.9M | 0.07% | −5,663−0.2% | Reduced |
| Geode Capital Management, LLC | 2,459,046 | $814.9M | 0.10% | +50,320+2.1% | Added |
| JPMorgan Chase & Co | 3,318,312 | $1.10B | 0.13% | +433,959+15.0% | Added |
| Aristotle Capital Management, LLC | 3,804,332 | $1.26B | 2.56% | −64,510−1.7% | Reduced |
| State Street Corp | 4,651,183 | $1.54B | 0.08% | +32,632+0.7% | Added |
| BlackRock Inc. | 8,639,000 | $2.87B | 0.08% | −678,752−7.3% | Reduced |
| Vanguard Group Inc | 13,581,639 | $4.51B | 0.11% | −301,286−2.2% | Reduced |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,449−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |