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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 838 | $278.5K | 0.06% | +3+0.4% | Added |
| Sendero Wealth Management, LLC | 840 | $279.0K | 0.06% | +840 | New |
| Sunbelt Securities, Inc. | 841 | $279.4K | 0.04% | +3+0.4% | Added |
| Dakota Wealth Management | 842 | $279.7K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 851 | $282.7K | 0.02% | −4−0.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 851 | $283.0K | 0.06% | +173+25.5% | Added |
| Peoples Financial Services Corp. | 855 | $284.0K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 864 | $287.0K | 0.02% | +1+0.1% | Added |
| Daymark Wealth Partners, LLC | 868 | $288.3K | 0.02% | +868 | New |
| Colonial Trust Co | 875 | $290.1K | 0.07% | +875 | New |
| Hengehold Capital Management LLC | 875 | $290.6K | 0.04% | −58−6.2% | Reduced |
| Park National Corp | 877 | $291.3K | 0.01% | +1+0.1% | Added |
| Brookstone Capital Management | 877 | $291.8K | 0.01% | −342−28.1% | Reduced |
| Frank, Rimerman Advisors LLC | 881 | $292.6K | 0.07% | −6−0.7% | Reduced |
| Empowered Funds, LLC | 882 | $293.0K | 0.01% | +882 | New |
| EA Series Trust | 882 | $293.0K | 0.01% | +882 | New |
| Ignite Planners, LLC | 884 | $294.0K | 0.11% | +36+4.2% | Added |
| Cairn Investment Group, Inc. | 888 | $295.0K | 0.19% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 888 | $295.3K | 0.12% | +2+0.2% | Added |
| Cito Capital Group, LLC | 901 | $299.0K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 906 | $300.9K | 0.00% | −13−1.4% | Reduced |
| Renaissance Group LLC | 909 | $301.9K | 0.01% | +84+10.2% | Added |
| Rothschild Investment Corp | 909 | $302.0K | 0.03% | −32−3.4% | Reduced |
| Green Harvest Asset Management LLC | 913 | $303.3K | 0.01% | −40−4.2% | Reduced |
| Tradition Wealth Management, LLC | 914 | $304.0K | 0.04% | +29+3.3% | Added |
| InterOcean Capital Group, LLC | 916 | $304.2K | 0.01% | +916 | New |
| Diversified Trust Co | 924 | $306.9K | 0.01% | −159−14.7% | Reduced |
| Chesapeake Wealth Management | 925 | $307.2K | 0.12% | −60−6.1% | Reduced |
| Stock Yards Bank & Trust Co | 925 | $307.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 930 | $308.9K | 0.03% | +930 | New |
| Washington Trust Bank | 931 | $309.2K | 0.03% | +117+14.4% | Added |
| Jackson Creek Investment Advisors LLC | 944 | $314.0K | 0.13% | −63−6.3% | Reduced |
| WealthTrust Axiom LLC | 947 | $314.6K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 948 | $314.9K | 0.02% | −2−0.2% | Reduced |
| Capital Advisors Inc | 952 | $316.1K | 0.01% | +273+40.2% | Added |
| Busey Wealth Management | 953 | $316.5K | 0.01% | +163+20.6% | Added |
| Oliver Luxxe Assets LLC | 956 | $317.5K | 0.08% | +11+1.2% | Added |
| Hills Bank & Trust Co | 959 | $318.5K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 962 | $319.5K | 0.04% | −25−2.5% | Reduced |
| MV Capital Management, Inc. | 965 | $320.5K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 969 | $321.9K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 970 | $322.2K | 0.08% | −54−5.3% | Reduced |
| Csenge Advisory Group | 975 | $324.0K | 0.02% | −136−12.2% | Reduced |
| Gotham Asset Management, LLC | 976 | $324.2K | 0.01% | −105−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 985 | $327.2K | 0.05% | −6−0.6% | Reduced |
| Beaton Management Co. Inc. | 991 | $329.0K | 0.21% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,000 | $332.2K | 0.14% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $332.2K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $332.2K | 0.07% | +1,000 | New |
| Armstrong, Fleming & Moore, Inc | 1,000 | $332.2K | 0.31% | +1,000 | New |
| Financial Insights, Inc. | 1,003 | $333.2K | 0.12% | −13−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,006 | $334.2K | 0.01% | −5,925−85.5% | Reduced |
| Harbour Investments, Inc. | 1,009 | $335.1K | 0.02% | +3+0.3% | Added |
| 3Chopt Investment Partners, LLC | 1,017 | $337.8K | 0.17% | +161+18.8% | Added |
| C M Bidwell & Associates Ltd | 1,019 | $338.5K | 0.25% | −30−2.9% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $340.8K | 0.04% | −409−28.5% | Reduced |
| Keel Point, LLC | 1,028 | $341.5K | 0.05% | +58+6.0% | Added |
| Berkshire Asset Management LLC | 1,029 | $341.8K | 0.02% | +118+13.0% | Added |
| Transform Wealth, LLC | 1,030 | $342.3K | 0.03% | −15−1.4% | Reduced |
| Pinnacle Associates Ltd | 1,032 | $342.7K | 0.01% | −202−16.4% | Reduced |
| Americana Partners, LLC | 1,059 | $351.8K | 0.05% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,060 | $352.1K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,061 | $352.4K | 0.05% | +102+10.6% | Added |
| Bryn Mawr Trust Co | 1,065 | $354.0K | 0.01% | +2+0.2% | Added |
| Everett Harris & Co | 1,072 | $356.1K | 0.01% | 00.0% | Unchanged |
| First International Bank & Trust | 1,075 | $357.1K | 0.11% | +26+2.5% | Added |
| Hillsdale Investment Management Inc. | 1,080 | $358.7K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,080 | $358.8K | 0.02% | −34−3.1% | Reduced |
| Legacy Advisors, LLC | 1,081 | $359.1K | 0.05% | −50−4.4% | Reduced |
| Spinnaker Trust | 1,085 | $360.4K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,089 | $361.7K | 0.02% | +19+1.8% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $362.0K | 0.41% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $363.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,096 | $364.0K | 0.01% | +82+8.1% | Added |
| Zhang Financial LLC | 1,102 | $366.1K | 0.04% | +1,102 | New |
| Mutual Advisors, LLC | 1,104 | $366.6K | 0.01% | +1,104 | New |
| Burt Wealth Advisors | 1,111 | $369.0K | 0.11% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $370.0K | 0.43% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,114 | $370.0K | 0.07% | +1,114 | New |
| Global Retirement Partners, LLC | 1,116 | $370.7K | 0.02% | −53−4.5% | Reduced |
| Bailard, Inc. | 1,119 | $371.7K | 0.01% | −23−2.0% | Reduced |
| Eudaimonia Partners, LLC | 1,121 | $372.4K | 0.08% | +44+4.1% | Added |
| Invst, LLC | 1,127 | $374.3K | 0.05% | +13+1.2% | Added |
| Carlson Capital Management | 1,133 | $376.3K | 0.02% | +14+1.3% | Added |
| Prelude Capital Management, LLC | 1,135 | $377.0K | 0.03% | +239+26.7% | Added |
| Evercore Wealth Management, LLC | 1,138 | $378.0K | 0.01% | +184+19.3% | Added |
| Keebeck Alpha, LP | 1,140 | $378.7K | 0.37% | +402+54.5% | Added |
| Enzi Wealth | 1,110 | $379.5K | 0.19% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,143 | $380.0K | 0.22% | +1,143 | New |
| Sunflower Bank, N.A. | 1,147 | $381.0K | 0.09% | +6+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $383.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,128 | $385.8K | 0.15% | +34+3.1% | Added |
| Benedetti & Gucer, Inc. | 1,167 | $388.0K | 0.20% | −48−4.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,169 | $388.3K | 0.01% | −590−33.5% | Reduced |
| Camden Capital, LLC | 1,172 | $389.4K | 0.04% | +509+76.8% | Added |
| Penserra Capital Management LLC | 1,198 | $396.0K | 0.01% | −6,521−84.5% | Reduced |
| Valeo Financial Advisors, LLC | 1,196 | $397.3K | 0.02% | −556−31.7% | Reduced |
| Weil Company, Inc. | 1,200 | $398.6K | 0.18% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,214 | $403.2K | 0.15% | −300−19.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $405.2K | 0.05% | 00.0% | Unchanged |