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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 79 | $26.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 81 | $26.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $27.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $29.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $29.2K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $29.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 94 | $31.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 95 | $31.6K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $31.8K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 95 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $32.6K | 0.01% | +2+2.1% | Added |
| Delta Asset Management LLC | 100 | $33.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $33.9K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $34.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $36.0K | 0.03% | −66−37.9% | Reduced |
| Pin Oak Investment Advisors Inc | 112 | $37.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 132 | $43.9K | 0.01% | +80+153.8% | Added |
| Raleigh Capital Management Inc. | 133 | $44.3K | 0.02% | +16+13.7% | Added |
| Global Financial Private Client, LLC | 133 | $44.6K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 136 | $45.0K | 0.02% | −71−34.3% | Reduced |
| ICA Group Wealth Management, LLC | 137 | $45.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $45.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 141 | $46.8K | 0.02% | −25−15.1% | Reduced |
| West Paces Advisors Inc. | 142 | $47.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 146 | $48.5K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $49.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $50.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $50.8K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $52.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $52.8K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 163 | $54.1K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 167 | $55.5K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 175 | $58.1K | 0.02% | +175 | New |
| Glassman Wealth Services | 178 | $59.1K | 0.01% | +1+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 180 | $59.8K | 0.02% | +180 | New |
| Industrial Alliance Investment Management Inc. | 185 | $61.0K | 0.03% | −4,557−96.1% | Reduced |
| Farther Finance Advisors, LLC | 184 | $61.1K | 0.01% | +5+2.8% | Added |
| Montag A & Associates Inc | 186 | $61.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $63.4K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 194 | $64.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $66.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $66.4K | 0.01% | −33−14.2% | Reduced |
| Pacifica Partners Inc. | 201 | $66.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 213 | $70.8K | 0.02% | −32−13.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 222 | $74.0K | 0.00% | −43−16.2% | Reduced |
| State of Wyoming | 232 | $77.1K | 0.02% | +60+34.9% | Added |
| Itau Unibanco Holding S.A. | 235 | $78.1K | 0.00% | −429−64.6% | Reduced |
| Deseret Mutual Benefit Administrators | 235 | $78.1K | 0.03% | −26−10.0% | Reduced |
| Armstrong Advisory Group, Inc | 237 | $78.7K | 0.01% | 00.0% | Unchanged |
| Motco | 237 | $78.7K | 0.01% | +32+15.6% | Added |
| Heritage Wealth Advisors | 240 | $79.7K | 0.00% | −5−2.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 241 | $80.1K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $81.4K | 0.02% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 246 | $81.7K | 0.07% | +246 | New |
| Coston, McIsaac & Partners | 252 | $83.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $83.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 255 | $84.7K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $86.4K | 0.01% | −6−2.3% | Reduced |
| McIlrath & Eck, LLC | 261 | $86.7K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 265 | $88.0K | 0.01% | −6,523−96.1% | Reduced |
| PFG Private Wealth Management, LLC | 272 | $90.3K | 0.05% | +1+0.4% | Added |
| West Oak Capital, LLC | 275 | $91.3K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 276 | $91.7K | 0.01% | −5−1.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 279 | $92.7K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 286 | $95.0K | 0.00% | +286 | New |
| Hexagon Capital Partners LLC | 293 | $97.3K | 0.03% | +11+3.9% | Added |
| AIA Group Ltd | 297 | $98.7K | 0.00% | −4,642−94.0% | Reduced |
| Field & Main Bank | 300 | $99.6K | 0.06% | −50−14.3% | Reduced |
| Alta Advisers Ltd | 300 | $99.6K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $100.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $102.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 307 | $102.0K | 0.05% | +92+42.8% | Added |
| Ronald Blue Trust, Inc. | 339 | $104.0K | 0.00% | −140−29.2% | Reduced |
| Centaurus Financial, Inc. | 329 | $109.0K | 0.01% | −53−13.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 329 | $109.0K | 0.03% | +286+665.1% | Added |
| Kozak & Associates, Inc. | 327 | $109.6K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 342 | $113.6K | 0.08% | −13−3.7% | Reduced |
| CVA Family Office, LLC | 358 | $118.9K | 0.02% | +13+3.8% | Added |
| First Personal Financial Services | 358 | $118.9K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $119.2K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 369 | $122.6K | 0.11% | +60+19.4% | Added |
| BerganKDV Wealth Management, LLC | 378 | $125.6K | 0.01% | −8−2.1% | Reduced |
| Counterpoint Mutual Funds LLC | 384 | $127.5K | 0.12% | −267−41.0% | Reduced |
| Independence Bank of Kentucky | 385 | $127.9K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 387 | $128.5K | 0.00% | +387 | New |
| Eagle Bay Advisors LLC | 401 | $133.2K | 0.08% | −17−4.1% | Reduced |
| Parkside Financial Bank & Trust | 405 | $134.5K | 0.03% | −54−11.8% | Reduced |
| GHP Investment Advisors, Inc. | 418 | $143.9K | 0.01% | +1+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 434 | $144.0K | 0.00% | −600−58.0% | Reduced |
| Hanson & Doremus Investment Management | 433 | $144.0K | 0.03% | +324+297.2% | Added |
| Lansing Street Advisors | 435 | $144.4K | 0.08% | −89−17.0% | Reduced |
| Tortoise Investment Management, LLC | 440 | $146.2K | 0.02% | +2+0.5% | Added |
| International Assets Investment Management, LLC | 103,138 | $148.2K | 0.02% | +190.0% | Added |
| Washington Trust Advisors, Inc. | 448 | $148.8K | 0.01% | −24−5.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 459 | $152.5K | 0.01% | −4,109−90.0% | Reduced |
| Boyd Watterson Asset Management LLC | 464 | $154.1K | 0.06% | +3+0.7% | Added |
| Caldwell Trust Co | 466 | $154.8K | 0.02% | +8+1.7% | Added |
| Horan Securities, Inc. | 469 | $155.7K | 0.07% | −5−1.1% | Reduced |