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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 3,450 | $1.15M | 0.15% | −47−1.3% | Reduced |
| Trust Co of Vermont | 3,455 | $1.15M | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,487 | $1.16M | 0.09% | +349+11.1% | Added |
| Meeder Advisory Services, Inc. | 3,512 | $1.17M | 0.13% | −60−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 3,537 | $1.17M | 0.02% | −313−8.1% | Reduced |
| RFG Advisory, LLC | 3,549 | $1.18M | 0.05% | +38+1.1% | Added |
| Stewart & Patten Co LLC | 3,603 | $1.20M | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,640 | $1.21M | 0.03% | +37+1.0% | Added |
| US Asset Management LLC | 3,643 | $1.21M | 1.28% | −157−4.1% | Reduced |
| APG Asset Management N.V. | 3,976 | $1.21M | 0.00% | −600−13.1% | Reduced |
| Central Trust Co | 3,671 | $1.22M | 0.03% | 00.0% | Unchanged |
| Estate Counselors, LLC | 3,705 | $1.23M | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,716 | $1.23M | 0.12% | −27−0.7% | Reduced |
| Prentice Wealth Management LLC | 3,723 | $1.24M | 0.56% | −12−0.3% | Reduced |
| Verition Fund Management LLC | 3,727 | $1.24M | 0.02% | +1,012+37.3% | Added |
| Chemistry Wealth Management LLC | 3,730 | $1.24M | 0.40% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,740 | $1.24M | 0.09% | −7−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,765 | $1.25M | 0.02% | −717−16.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,770 | $1.25M | 0.03% | −190−4.8% | Reduced |
| Manchester Capital Management LLC | 3,776 | $1.25M | 0.17% | +2+0.1% | Added |
| Summit Financial, LLC | 3,785 | $1.26M | 0.09% | −201−5.0% | Reduced |
| Wetherby Asset Management Inc | 3,825 | $1.27M | 0.07% | −96−2.4% | Reduced |
| Apollon Wealth Management, LLC | 3,872 | $1.29M | 0.06% | +33+0.9% | Added |
| Covenant Partners, LLC | 3,882 | $1.29M | 0.47% | 00.0% | Unchanged |
| Sabal Trust CO | 3,935 | $1.31M | 0.08% | +3,935 | New |
| Prudent Man Advisors, LLC | 3,944 | $1.31M | 0.49% | −66−1.6% | Reduced |
| Veritable, L.P. | 3,954 | $1.31M | 0.02% | −838−17.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,957 | $1.31M | 0.39% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,966 | $1.32M | 0.04% | −355−8.2% | Reduced |
| Everence Capital Management Inc | 4,420 | $1.32M | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,992 | $1.33M | 0.01% | +3,992 | New |
| Prescott Group Capital Management, L.L.C. | 4,000 | $1.33M | 0.29% | −4,000−50.0% | Reduced |
| D.A. Davidson & Co. | 4,003 | $1.33M | 0.01% | +1,078+36.9% | Added |
| Oppenheimer Asset Management Inc. | 4,022 | $1.34M | 0.02% | −1,664−29.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,041 | $1.34M | 0.22% | +1,005+33.1% | Added |
| Keeley-Teton Advisors, LLC | 4,115 | $1.37M | 0.17% | −92−2.2% | Reduced |
| Garda Capital Partners LP | 4,180 | $1.39M | 0.66% | +1,653+65.4% | Added |
| Pensionfund Sabic | 4,200 | $1.40M | 0.47% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,234 | $1.41M | 0.15% | −236−5.3% | Reduced |
| Thomas White International Ltd | 4,242 | $1.41M | 0.29% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,889 | $1.41M | 0.01% | +170+4.6% | Added |
| Cetera Advisors LLC | 4,259 | $1.41M | 0.02% | −494−10.4% | Reduced |
| Nations Financial Group Inc, | 4,411 | $1.47M | 0.14% | −2,630−37.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,422 | $1.47M | 0.16% | +36+0.8% | Added |
| iA Global Asset Management Inc. | 4,442 | $1.48M | 0.04% | +4,442 | New |
| Metis Global Partners, LLC | 4,442 | $1.48M | 0.08% | +225+5.3% | Added |
| Radnor Capital Management, LLC | 4,462 | $1.48M | 0.63% | +4,462 | New |
| MAI Capital Management | 4,484 | $1.49M | 0.02% | −164−3.5% | Reduced |
| E. Ohman J:or Asset Management AB | 4,500 | $1.49M | 0.05% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,540 | $1.51M | 0.09% | −615−11.9% | Reduced |
| Auxier Asset Management | 4,538 | $1.51M | 0.25% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,540 | $1.51M | 0.07% | −170−3.6% | Reduced |
| First Horizon Advisors, Inc. | 4,568 | $1.52M | 0.05% | −430−8.6% | Reduced |
| Bradley Foster & Sargent Inc | 4,643 | $1.54M | 0.03% | +193+4.3% | Added |
| Graypoint LLC | 4,677 | $1.55M | 0.15% | −397−7.8% | Reduced |
| Vestcor Inc | 4,695 | $1.56M | 0.06% | −265−5.3% | Reduced |
| Impax Asset Management Group plc | 4,714 | $1.57M | 0.01% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,725 | $1.57M | 0.13% | −120−2.5% | Reduced |
| Oppenheimer & Co Inc | 4,730 | $1.57M | 0.03% | −367−7.2% | Reduced |
| Greenleaf Trust | 4,742 | $1.58M | 0.02% | −45−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,748 | $1.58M | 0.35% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,750 | $1.58M | 0.01% | −3,556−42.8% | Reduced |
| MainStreet Investment Advisors LLC | 4,766 | $1.58M | 0.17% | +28+0.6% | Added |
| Peddock Capital Advisors, LLC | 4,795 | $1.59M | 0.52% | +90+1.9% | Added |
| NewEdge Wealth, LLC | 4,815 | $1.60M | 0.05% | +4,815 | New |
| Redwood Investment Management, LLC | 4,947 | $1.64M | 0.17% | −228−4.4% | Reduced |
| First Hawaiian Bank | 4,993 | $1.66M | 0.05% | −29−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 5,000 | $1.66M | 0.76% | −2,000−28.6% | Reduced |
| New Mexico Educational Retirement Board | 5,081 | $1.69M | 0.07% | +200+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 5,099 | $1.69M | 0.03% | +10+0.2% | Added |
| EHP Funds Inc. | 5,220 | $1.73M | 0.49% | −2,920−35.9% | Reduced |
| Eley Financial Management, Inc | 5,221 | $1.73M | 0.84% | −31−0.6% | Reduced |
| Wellington Management Group LLP | 5,277 | $1.75M | 0.00% | −5,965−53.1% | Reduced |
| Advisor Partners II, LLC | 5,283 | $1.75M | 0.08% | +597+12.7% | Added |
| Donoghue Forlines LLC | 5,330 | $1.77M | 0.55% | +296+5.9% | Added |
| Quantbot Technologies LP | 5,354 | $1.78M | 0.12% | −5,560−50.9% | Reduced |
| Leisure Capital Management | 5,384 | $1.79M | 0.99% | −259−4.6% | Reduced |
| Ieq Capital, LLC | 5,461 | $1.81M | 0.04% | +53+1.0% | Added |
| 1832 Asset Management L.P. | 5,469 | $1.82M | 0.00% | −1,521−21.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,475 | $1.82M | 0.01% | −6,004−52.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,478 | $1.82M | 0.02% | +884+19.2% | Added |
| WBI Investments | 5,574 | $1.85M | 0.34% | +5,574 | New |
| Private Advisor Group, LLC | 5,434 | $1.86M | 0.02% | +170+3.2% | Added |
| Atlantic Union Bankshares Corp | 5,653 | $1.88M | 0.19% | +4,142+274.1% | Added |
| Flputnam Investment Management Co | 5,714 | $1.90M | 0.05% | +4,547+389.6% | Added |
| Lido Advisors, LLC | 5,730 | $1.90M | 0.02% | +2,365+70.3% | Added |
| LGT Group Foundation | 5,800 | $1.93M | 0.05% | −2,580−30.8% | Reduced |
| Community Capital Management, Inc. | 5,800 | $1.93M | 2.67% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,811 | $1.93M | 0.03% | +13+0.2% | Added |
| Tower Research Capital LLC (TRC) | 5,876 | $1.95M | 0.07% | +4,345+283.8% | Added |
| Prudential PLC | 5,959 | $1.98M | 0.02% | −278−4.5% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $1.99M | 0.42% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,007 | $2.00M | 0.04% | +1,811+43.2% | Added |
| Dean Investment Associates, LLC | 6,135 | $2.04M | 0.33% | −149−2.4% | Reduced |
| Fifth Third Bancorp | 6,158 | $2.05M | 0.01% | +82+1.3% | Added |
| Family Management Corp | 6,176 | $2.05M | 0.45% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 6,218 | $2.07M | 0.37% | +38+0.6% | Added |
| Symmetry Partners, LLC | 6,285 | $2.09M | 0.11% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,292 | $2.09M | 1.21% | +1,418+29.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,329 | $2.10M | 0.08% | 00.0% | Unchanged |