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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 6,373 | $2.12M | 0.03% | +1,684+35.9% | Added |
| Louisiana State Employees Retirement System | 6,400 | $2.13M | 0.05% | −400−5.9% | Reduced |
| Pacer Advisors, Inc. | 6,488 | $2.16M | 0.01% | −22,842−77.9% | Reduced |
| Bridgeway Capital Management, LLC | 6,500 | $2.16M | 0.05% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 6,533 | $2.18M | 0.05% | +129+2.0% | Added |
| Great Lakes Advisors, LLC | 6,664 | $2.21M | 0.02% | +132+2.0% | Added |
| Chesley Taft & Associates LLC | 6,713 | $2.23M | 0.14% | −83−1.2% | Reduced |
| Burney Co | 6,757 | $2.24M | 0.10% | +410+6.5% | Added |
| New Hampshire Trust | 6,794 | $2.26M | 0.59% | +76+1.1% | Added |
| Atria Wealth Solutions, Inc. | 6,794 | $2.26M | 0.03% | +3,505+106.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 6,836 | $2.27M | 2.24% | −427−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.31M | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,975 | $2.32M | 0.18% | +6,975 | New |
| Malaga Cove Capital, LLC | 6,984 | $2.32M | 1.07% | −20−0.3% | Reduced |
| Telemus Capital, LLC | 6,986 | $2.32M | 0.20% | −332−4.5% | Reduced |
| FineMark National Bank & Trust | 7,040 | $2.34M | 0.10% | +11+0.2% | Added |
| Johnson Investment Counsel Inc | 7,187 | $2.39M | 0.03% | −300−4.0% | Reduced |
| Pathstone Family Office, LLC | 7,283 | $2.42M | 0.03% | +852+13.2% | Added |
| Hartford Investment Management Co | 7,312 | $2.43M | 0.09% | −1,560−17.6% | Reduced |
| Castellan Group, LLC | 7,315 | $2.43M | 1.55% | +85+1.2% | Added |
| Edmp, Inc. | 7,364 | $2.45M | 2.33% | +45+0.6% | Added |
| CNB Bank | 7,376 | $2.45M | 1.44% | −539−6.8% | Reduced |
| Alaska Permanent Fund Corp | 7,400 | $2.46M | 0.05% | +7,400 | New |
| Great Diamond Partners, LLC | 7,465 | $2.48M | 0.65% | +119+1.6% | Added |
| GWM Advisors LLC | 7,484 | $2.49M | 0.03% | −1,060−12.4% | Reduced |
| Perigon Wealth Management, LLC | 7,626 | $2.53M | 0.10% | +71+0.9% | Added |
| Carret Asset Management, LLC | 7,630 | $2.53M | 0.34% | −74−1.0% | Reduced |
| Hennessy Advisors Inc | 7,700 | $2.56M | 0.18% | −200−2.5% | Reduced |
| Brinker Capital Investments, LLC | 7,792 | $2.59M | 0.03% | +510+7.0% | Added |
| Orion Portfolio Solutions, LLC | 7,792 | $2.59M | 0.03% | +510+7.0% | Added |
| Loudon Investment Management, LLC | 7,858 | $2.61M | 1.72% | −470−5.6% | Reduced |
| Worldquant Millennium Advisors LLC | 7,869 | $2.61M | 0.04% | +7,869 | New |
| Westpac Banking Corp | 7,874 | $2.62M | 0.18% | −12,229−60.8% | Reduced |
| Briggs Advisory Group, Inc. | 8,009 | $2.66M | 1.49% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,028 | $2.67M | 0.06% | −292−3.5% | Reduced |
| Tower Bridge Advisors | 8,139 | $2.70M | 0.25% | −50−0.6% | Reduced |
| Bartlett & Co. LLC | 8,153 | $2.71M | 0.05% | +8,153 | New |
| Bartlett & Co. Wealth Management LLC | 8,153 | $2.71M | 0.05% | +8,153 | New |
| Cambridge Investment Research Advisors, Inc. | 8,183 | $2.72M | 0.01% | −1,685−17.1% | Reduced |
| SG Americas Securities, LLC | 8,183 | $2.72M | 0.02% | +5,795+242.7% | Added |
| Journey Advisory Group, LLC | 8,245 | $2.74M | 0.41% | +1,504+22.3% | Added |
| Kentucky Retirement Systems | 8,376 | $2.78M | 0.09% | +50+0.6% | Added |
| New Potomac Partners, LLC | 8,480 | $2.82M | 1.86% | −282−3.2% | Reduced |
| Ethic Inc. | 8,553 | $2.84M | 0.11% | +3,381+65.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,588 | $2.85M | 0.00% | −127−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,609 | $2.86M | 0.04% | +74+0.9% | Added |
| Cetera Investment Advisers | 8,627 | $2.87M | 0.02% | +407+5.0% | Added |
| Securian Asset Management, Inc | 8,768 | $2.91M | 0.07% | −213−2.4% | Reduced |
| Daiwa Securities Group Inc. | 8,783 | $2.92M | 0.02% | +136+1.6% | Added |
| Kestra Advisory Services, LLC | 8,810 | $2.93M | 0.03% | +181+2.1% | Added |
| IMA Wealth, Inc. | 8,826 | $2.93M | 0.75% | −107−1.2% | Reduced |
| Advisory Services Network, LLC | 8,900 | $2.96M | 0.08% | +177+2.0% | Added |
| Cetera Advisor Networks LLC | 9,088 | $3.02M | 0.02% | +281+3.2% | Added |
| Eagle Asset Management Inc | 9,207 | $3.06M | 0.02% | +605+7.0% | Added |
| Investment Management Corp of Ontario | 9,289 | $3.09M | 0.13% | +1,197+14.8% | Added |
| AE Wealth Management LLC | 9,310 | $3.09M | 0.02% | −2,872−23.6% | Reduced |
| British Columbia Investment Management Corp | 9,479 | $3.15M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,733 | $3.26M | 0.00% | −4,434−31.3% | Reduced |
| TD Private Client Wealth LLC | 9,842 | $3.27M | 0.14% | +620+6.7% | Added |
| Bessemer Group Inc | 9,845 | $3.27M | 0.01% | +2,376+31.8% | Added |
| PFS Investments Inc. | 9,849 | $3.27M | 0.05% | +1,494+17.9% | Added |
| SOA Wealth Advisors, LLC. | 9,919 | $3.29M | 0.77% | −40.0% | Reduced |
| Genus Capital Management Inc. | 10,054 | $3.34M | 0.49% | +10,054 | New |
| Raymond James Trust N.A. | 10,059 | $3.34M | 0.10% | +361+3.7% | Added |
| Bank of Nova Scotia | 10,070 | $3.34M | 0.01% | +24+0.2% | Added |
| BKD Wealth Advisors, LLC | 10,082 | $3.35M | 0.10% | +4,518+81.2% | Added |
| BDO Wealth Advisors, LLC | 10,129 | $3.36M | 0.39% | +75+0.7% | Added |
| BancorpSouth Bank | 10,218 | $3.39M | 0.30% | −48−0.5% | Reduced |
| Vident Investment Advisory, LLC | 10,290 | $3.42M | 0.12% | −2,792−21.3% | Reduced |
| L2 Asset Management, LLC | 10,584 | $3.43M | 1.68% | −600−5.4% | Reduced |
| Edgestream Partners, L.P. | 10,420 | $3.46M | 0.31% | +5,716+121.5% | Added |
| Red Cedar Investment Management, LLC | 10,424 | $3.46M | 0.53% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,442 | $3.47M | 0.06% | +4,505+75.9% | Added |
| Illinois Municipal Retirement Fund | 10,521 | $3.50M | 0.07% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,566 | $3.51M | 0.09% | −3,381−24.2% | Reduced |
| Baird Financial Group, Inc. | 10,710 | $3.56M | 0.01% | −2,419−18.4% | Reduced |
| Erste Asset Management GmbH | 11,000 | $3.65M | 0.06% | +1,302+13.4% | Added |
| Fulton Bank, N.A. | 11,045 | $3.67M | 0.18% | +795+7.8% | Added |
| Wealthfront Advisers LLC | 11,055 | $3.67M | 0.02% | −268−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 11,105 | $3.69M | 0.01% | −35,255−76.0% | Reduced |
| American Assets Investment Management, LLC | 11,250 | $3.74M | 0.42% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 11,614 | $3.86M | 0.04% | −3,023−20.7% | Reduced |
| Candriam Luxembourg S.C.A. | 11,615 | $3.86M | 0.03% | −17,316−59.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,693 | $3.88M | 0.41% | −884−7.0% | Reduced |
| SYSTM Wealth Solutions LLC | 11,749 | $3.90M | 0.53% | −1,653−12.3% | Reduced |
| Railway Pension Investments Ltd | 12,100 | $4.02M | 0.04% | −18,800−60.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,123 | $4.03M | 0.42% | −1,200−9.0% | Reduced |
| Czech National Bank | 12,333 | $4.10M | 0.09% | −71−0.6% | Reduced |
| Bokf, NA | 12,334 | $4.10M | 0.08% | +1,390+12.7% | Added |
| Boston Private Wealth LLC | 12,437 | $4.13M | 0.07% | −6,147−33.1% | Reduced |
| Hohimer Wealth Management, LLC | 12,552 | $4.17M | 1.15% | −365−2.8% | Reduced |
| Cresset Asset Management, LLC | 12,725 | $4.23M | 0.03% | +7,446+141.0% | Added |
| JustInvest LLC | 12,894 | $4.28M | 0.13% | +993+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 13,142 | $4.37M | 0.07% | −49−0.4% | Reduced |
| Equitable Trust Co | 13,492 | $4.48M | 0.34% | −57−0.4% | Reduced |
| CX Institutional | 13,525 | $4.49M | 0.23% | +1,205+9.8% | Added |
| Atria Investments LLC | 13,647 | $4.52M | 0.08% | +1,086+8.6% | Added |
| Patton Albertson Miller Group, LLC | 13,624 | $4.53M | 0.87% | −87−0.6% | Reduced |
| Achmea Investment Management B.V. | 13,705 | $4.55M | 0.10% | +241+1.8% | Added |
| Crossmark Global Holdings, Inc. | 13,322 | $4.60M | 0.10% | −9,427−41.4% | Reduced |