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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 471 | $156.4K | 0.01% | +35+8.0% | Added |
| ORG Partners LLC | 480 | $160.8K | 0.03% | +480 | New |
| Cherry Tree Wealth Management, LLC | 489 | $162.4K | 0.05% | +489 | New |
| Benjamin F. Edwards & Company, Inc. | 505 | $168.0K | 0.01% | +169+50.3% | Added |
| Princeton Global Asset Management LLC | 560 | $186.0K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 566 | $188.0K | 0.00% | −662−53.9% | Reduced |
| Harvest Fund Management Co., Ltd | 590 | $196.0K | 0.04% | −897−60.3% | Reduced |
| Private Trust Co NA | 599 | $199.0K | 0.03% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 603 | $200.3K | 0.27% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $200.6K | 0.03% | +604 | New |
| Clifford Swan Investment Counsel LLC | 607 | $201.6K | 0.01% | +607 | New |
| Concorde Asset Management, LLC | 607 | $201.6K | 0.19% | +607 | New |
| MTM Investment Management, LLC | 608 | $202.0K | 0.10% | +608 | New |
| First County Bank | 613 | $203.6K | 0.10% | +613 | New |
| OneAscent Financial Services LLC | 618 | $205.0K | 0.09% | +618 | New |
| Evoke Wealth, LLC | 619 | $205.5K | 0.01% | +619 | New |
| Dorsey & Whitney Trust CO LLC | 620 | $205.9K | 0.02% | +620 | New |
| Philadelphia Trust Co | 620 | $206.0K | 0.02% | +620 | New |
| Mark Stevens | 623 | $206.9K | 0.03% | +623 | New |
| All Terrain Financial Advisors, LLC | 623 | $206.9K | 0.09% | +623 | New |
| Nwam LLC | 625 | $207.6K | 0.02% | +625 | New |
| Vise Technologies, Inc. | 626 | $207.9K | 0.05% | −157−20.1% | Reduced |
| MONECO Advisors, LLC | 627 | $208.2K | 0.06% | +627 | New |
| Ledyard National Bank | 630 | $209.3K | 0.02% | +630 | New |
| Five Oceans Advisors | 635 | $210.9K | 0.14% | +635 | New |
| Cape Cod Five Cents Savings Bank | 637 | $211.6K | 0.02% | +637 | New |
| Great Waters Wealth Management | 637 | $211.6K | 0.04% | 00.0% | Unchanged |
| WBH Advisory Inc | 640 | $212.6K | 0.03% | +640 | New |
| Rebalance, LLC | 640 | $212.6K | 0.02% | +640 | New |
| Brighton Jones LLC | 647 | $214.9K | 0.01% | +647 | New |
| Portside Wealth Group, LLC | 648 | $215.2K | 0.04% | +648 | New |
| Beck Mack & Oliver LLC | 648 | $215.2K | 0.01% | +648 | New |
| Arthur M. Cohen & Associates, LLC | 650 | $215.9K | 0.05% | +650 | New |
| Level Four Advisory Services, LLC | 652 | $216.6K | 0.01% | −74−10.2% | Reduced |
| Summit Trail Advisors, LLC | 657 | $218.3K | 0.01% | +657 | New |
| Avantax Planning Partners, Inc. | 659 | $218.9K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 660 | $219.2K | 0.01% | −1,449−68.7% | Reduced |
| Shelton Capital Management | 661 | $219.6K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 661 | $219.6K | 0.04% | +661 | New |
| Rathbone Brothers plc | 662 | $219.9K | 0.00% | −91−12.1% | Reduced |
| Hoxton Planning & Management, LLC | 671 | $222.9K | 0.14% | +671 | New |
| Northwest Bancshares, Inc. | 680 | $225.9K | 0.04% | −28−4.0% | Reduced |
| Edge Capital Group, LLC | 682 | $226.5K | 0.01% | −2−0.3% | Reduced |
| Brown Brothers Harriman & Co | 683 | $226.9K | 0.00% | +369+117.5% | Added |
| Stevens Capital Management LP | 683 | $227.0K | 0.05% | +683 | New |
| Smith, Moore & Co. | 684 | $227.2K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 684 | $227.2K | 0.28% | +684 | New |
| Drive Wealth Management, LLC | 685 | $227.6K | 0.08% | +685 | New |
| OneAscent Wealth Management LLC | 685 | $228.0K | 0.11% | +5+0.7% | Added |
| Whalerock Point Partners, LLC | 687 | $228.2K | 0.08% | +18+2.7% | Added |
| Advisors Asset Management, Inc. | 687 | $228.2K | 0.00% | +264+62.4% | Added |
| Royal Fund Management, LLC | 688 | $228.6K | 0.03% | +688 | New |
| Sigma Planning Corp | 701 | $232.9K | 0.01% | +38+5.7% | Added |
| Hamilton Capital, LLC | 707 | $234.8K | 0.02% | +6+0.9% | Added |
| Sentry Investment Management LLC | 711 | $236.0K | 0.09% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 712 | $236.5K | 0.14% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 714 | $237.2K | 0.01% | +45+6.7% | Added |
| Progressive Investment Management Corp | 720 | $239.2K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 722 | $239.9K | 0.03% | +57+8.6% | Added |
| Avenue 1 Advisors, LLC | 728 | $241.8K | 0.11% | +9+1.3% | Added |
| Hollencrest Capital Management | 731 | $242.8K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 732 | $243.1K | 0.02% | +732 | New |
| Spire Wealth Management | 734 | $243.8K | 0.01% | −12−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 736 | $244.5K | 0.03% | −172−18.9% | Reduced |
| Peapack Gladstone Financial Corp | 737 | $245.0K | 0.00% | −222−23.1% | Reduced |
| Kathmere Capital Management, LLC | 738 | $245.1K | 0.04% | +2+0.3% | Added |
| PDS Planning, Inc | 742 | $246.5K | 0.03% | +742 | New |
| Enterprise Financial Services Corp | 743 | $246.8K | 0.16% | −679−47.7% | Reduced |
| Aaron Wealth Advisors | 746 | $247.8K | 0.03% | +84+12.7% | Added |
| Brooks, Moore & Associates, Inc. | 750 | $249.0K | 0.18% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 751 | $249.5K | 0.00% | −7,124−90.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $249.8K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 754 | $250.4K | 0.04% | +754 | New |
| Wade G W & Inc | 756 | $251.0K | 0.01% | −1,306−63.3% | Reduced |
| Hyman Charles D | 755 | $251.0K | 0.02% | −48−6.0% | Reduced |
| Douglas Lane & Associates, LLC | 758 | $251.8K | 0.00% | −750−49.7% | Reduced |
| Whittier Trust Co | 761 | $252.8K | 0.00% | −112−12.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 761 | $252.8K | 0.05% | −108−12.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 762 | $253.1K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 765 | $254.1K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 767 | $254.8K | 0.00% | −58,619−98.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $256.4K | 0.13% | +772 | New |
| Allen Investment Management LLC | 777 | $258.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 779 | $258.9K | 0.02% | +6+0.8% | Added |
| Smithfield Trust Co | 781 | $259.0K | 0.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 785 | $260.7K | 0.02% | +785 | New |
| HBK Sorce Advisory LLC | 788 | $261.7K | 0.01% | −1−0.1% | Reduced |
| Hilltop Holdings Inc. | 789 | $262.1K | 0.03% | +54+7.3% | Added |
| Cornerstone Planning Group LLC | 790 | $262.5K | 0.10% | +790 | New |
| Schulhoff & Co Inc | 800 | $265.7K | 0.12% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $265.7K | 0.00% | +800 | New |
| Capital Analysts, LLC | 803 | $267.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 812 | $269.0K | 0.04% | +17+2.1% | Added |
| Leavell Investment Management, Inc. | 812 | $270.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,925 | $270.0K | 0.01% | −137−6.6% | Reduced |
| Great Valley Advisor Group, Inc. | 813 | $270.5K | 0.01% | +7+0.9% | Added |
| Waldron Private Wealth LLC | 815 | $270.7K | 0.01% | −72−8.1% | Reduced |
| V-Square Quantitative Management LLC | 820 | $272.4K | 0.20% | −60−6.8% | Reduced |
| Moloney Securities Asset Management, LLC | 830 | $275.6K | 0.05% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 838 | $278.3K | 0.05% | 00.0% | Unchanged |