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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 1,227 | $407.6K | 0.01% | −169−12.1% | Reduced |
| Trust Asset Management LLC | 1,230 | $408.6K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,231 | $408.9K | 0.05% | +146+13.5% | Added |
| Ameritas Investment Partners, Inc. | 1,236 | $410.6K | 0.02% | −49−3.8% | Reduced |
| Modera Wealth Management, LLC | 1,238 | $411.2K | 0.01% | +425+52.3% | Added |
| Power Corp of Canada | 1,239 | $411.5K | 0.04% | +1,239 | New |
| Allworth Financial LP | 1,241 | $412.2K | 0.00% | −450−26.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $412.5K | 0.11% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,254 | $417.0K | 0.00% | −20,231−94.2% | Reduced |
| Perritt Capital Management Inc | 1,264 | $419.7K | 0.23% | −10−0.8% | Reduced |
| Profund Advisors LLC | 1,268 | $421.2K | 0.02% | −36−2.8% | Reduced |
| Fort Washington Investment Advisors Inc | 1,277 | $424.2K | 0.00% | −96−7.0% | Reduced |
| Wedbush Securities Inc | 1,283 | $426.0K | 0.02% | +35+2.8% | Added |
| Cigna Investments Inc | 1,285 | $427.0K | 0.08% | −22−1.7% | Reduced |
| Johnson Financial Group, Inc. | 1,290 | $428.5K | 0.03% | +22+1.7% | Added |
| Carr Financial Group Corp | 1,296 | $430.5K | 0.17% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,299 | $431.5K | 0.15% | +27+2.1% | Added |
| Coastline Trust Co | 1,300 | $431.8K | 0.06% | −285−18.0% | Reduced |
| Ci Investments Inc. | 1,302 | $432.0K | 0.00% | +26+2.0% | Added |
| Renasant Bank | 1,305 | $433.5K | 0.35% | −157−10.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,308 | $434.5K | 0.23% | −5−0.4% | Reduced |
| Northcape Wealth Management, LLC | 1,317 | $437.5K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,323 | $439.5K | 0.17% | −2−0.2% | Reduced |
| St Germain D J Co Inc | 1,333 | $442.8K | 0.02% | +1,333 | New |
| Dakota Community Bank & Trust NA | 1,343 | $446.1K | 2.63% | −24−1.8% | Reduced |
| Mission Wealth Management, LP | 1,347 | $447.4K | 0.02% | +17+1.3% | Added |
| Fund Management at Engine No. 1 LLC | 1,356 | $450.4K | 0.08% | +78+6.1% | Added |
| Checchi Capital Advisers, LLC | 1,364 | $453.1K | 0.04% | +62+4.8% | Added |
| Martingale Asset Management L P | 1,367 | $454.1K | 0.01% | −621−31.2% | Reduced |
| Crewe Advisors LLC | 1,376 | $457.1K | 0.06% | +1+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,380 | $458.5K | 0.01% | −275−16.6% | Reduced |
| Clearstead Advisors, LLC | 1,382 | $459.0K | 0.03% | −111−7.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,382 | $459.1K | 0.00% | −3,878−73.7% | Reduced |
| Sherbrooke Park Advisers LLC | 1,400 | $465.0K | 0.24% | +1,400 | New |
| Lyell Wealth Management, LP | 1,404 | $466.4K | 0.06% | −41−2.8% | Reduced |
| Hancock Whitney Corp | 1,408 | $468.0K | 0.02% | −17−1.2% | Reduced |
| Pointe Capital Management LLC | 1,412 | $469.0K | 0.35% | −50−3.4% | Reduced |
| Horizon Investments, LLC | 1,421 | $470.2K | 0.01% | +86+6.4% | Added |
| FDx Advisors, Inc. | 1,420 | $472.0K | 0.03% | +266+23.1% | Added |
| Sage Mountain Advisors LLC | 1,440 | $478.3K | 0.07% | +403+38.9% | Added |
| Bank Ozk | 1,442 | $479.0K | 0.23% | +1,442 | New |
| Forum Financial Management, LP | 1,446 | $480.4K | 0.01% | −22−1.5% | Reduced |
| Vishria Bird Financial Group, LLC | 1,451 | $482.0K | 0.29% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,455 | $483.3K | 0.02% | −198−12.0% | Reduced |
| Loomis Sayles & Co L P | 1,461 | $485.0K | 0.00% | +125+9.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,470 | $488.3K | 0.03% | +806+121.4% | Added |
| EP Wealth Advisors, LLC | 1,433 | $491.0K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,480 | $491.6K | 0.03% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,482 | $492.3K | 0.12% | +3+0.2% | Added |
| Inceptionr LLC | 1,485 | $493.3K | 0.26% | +1,485 | New |
| Belpointe Asset Management LLC | 1,485 | $493.6K | 0.05% | −501−25.2% | Reduced |
| Gabelli Funds LLC | 1,500 | $498.2K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,500 | $498.2K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,501 | $498.6K | 0.08% | +18+1.2% | Added |
| Ballentine Partners, LLC | 1,505 | $499.9K | 0.01% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,510 | $500.7K | 0.48% | +78+5.4% | Added |
| Basepoint Wealth LLC | 1,514 | $502.8K | 0.42% | +7+0.5% | Added |
| Insight Advisors, LLC | 1,520 | $504.9K | 0.11% | −180−10.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,527 | $507.2K | 0.33% | +1,527 | New |
| Snowden Capital Advisors LLC | 1,528 | $507.5K | 0.02% | +211+16.0% | Added |
| Congress Wealth Management LLC | 1,530 | $508.2K | 0.01% | −20−1.3% | Reduced |
| Stephens Inc | 1,531 | $508.6K | 0.01% | +243+18.9% | Added |
| 1776 Wealth LLC | 1,533 | $509.2K | 0.27% | −436−22.1% | Reduced |
| Charter Oak Capital Management, LLC | 1,544 | $512.9K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 1,558 | $517.6K | 0.28% | +17+1.1% | Added |
| Geller Advisors LLC | 1,560 | $518.2K | 0.06% | +1,560 | New |
| DoubleLine ETF Adviser LP | 1,565 | $519.8K | 0.19% | +373+31.3% | Added |
| Insigneo Advisory Services, LLC | 1,574 | $522.8K | 0.10% | −37−2.3% | Reduced |
| Banque Cantonale Vaudoise | 1,573 | $523.0K | 0.02% | −2,500−61.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,598 | $530.9K | 0.05% | −76−4.5% | Reduced |
| KLR Investment Advisors, LLC | 1,601 | $531.8K | 0.44% | +62+4.0% | Added |
| Ancora Advisors, LLC | 1,603 | $532.5K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,606 | $533.4K | 0.03% | +36+2.3% | Added |
| Howard Capital Management Group, LLC | 1,609 | $534.4K | 0.05% | −30−1.8% | Reduced |
| Grimes & Company, Inc. | 1,620 | $538.1K | 0.02% | +6+0.4% | Added |
| Fort Point Capital Partners LLC | 1,621 | $538.4K | 0.08% | +3+0.2% | Added |
| Ritholtz Wealth Management | 1,624 | $539.4K | 0.02% | −68−4.0% | Reduced |
| Gallacher Capital Management LLC | 1,629 | $541.1K | 0.31% | +793+94.9% | Added |
| Assetmark, Inc | 1,635 | $542.9K | 0.00% | −20−1.2% | Reduced |
| Grove Bank & Trust | 1,638 | $544.1K | 0.11% | −18−1.1% | Reduced |
| We Are One Seven, LLC | 1,649 | $547.7K | 0.05% | +12+0.7% | Added |
| Plimoth Trust Co LLC | 1,680 | $558.0K | 0.17% | −45−2.6% | Reduced |
| BMS Financial Advisors, LLC | 1,681 | $558.4K | 0.36% | −804−32.4% | Reduced |
| Argent Trust Co | 1,684 | $559.4K | 0.03% | +91+5.7% | Added |
| CAPROCK Group, Inc. | 1,684 | $559.5K | 0.04% | +78+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,733 | $575.5K | 0.02% | +14+0.8% | Added |
| Pennsylvania Capital Management Inc | 1,735 | $576.3K | 0.25% | −226−11.5% | Reduced |
| Legacy Trust | 1,735 | $576.3K | 0.16% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,737 | $577.0K | 0.01% | −28−1.6% | Reduced |
| Clarius Group, LLC | 1,745 | $579.6K | 0.04% | +11+0.6% | Added |
| Blueshift Asset Management, LLC | 1,749 | $580.9K | 0.22% | +610+53.6% | Added |
| Moody National Bank Trust Division | 1,751 | $581.6K | 0.04% | −14−0.8% | Reduced |
| Arlington Partners LLC | 1,758 | $583.9K | 0.09% | +343+24.2% | Added |
| Front Barnett Associates LLC | 1,762 | $585.0K | 0.07% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,764 | $585.9K | 0.19% | +126+7.7% | Added |
| ERn Financial, LLC | 1,772 | $588.6K | 0.12% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,800 | $597.9K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 1,813 | $602.1K | 0.01% | +65+3.7% | Added |
| Becker Capital Management Inc | 1,818 | $603.9K | 0.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,825 | $606.2K | 0.02% | −227−11.1% | Reduced |