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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 342 | $113.6K | 0.08% | −13−3.7% | Reduced |
| Kozak & Associates, Inc. | 327 | $109.6K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 329 | $109.0K | 0.01% | −53−13.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 329 | $109.0K | 0.03% | +286+665.1% | Added |
| Ronald Blue Trust, Inc. | 339 | $104.0K | 0.00% | −140−29.2% | Reduced |
| Kelly Financial Services LLC | 307 | $102.0K | 0.05% | +92+42.8% | Added |
| North Star Investment Management Corp. | 307 | $102.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $100.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $99.6K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 300 | $99.6K | 0.06% | −50−14.3% | Reduced |
| AIA Group Ltd | 297 | $98.7K | 0.00% | −4,642−94.0% | Reduced |
| Hexagon Capital Partners LLC | 293 | $97.3K | 0.03% | +11+3.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 286 | $95.0K | 0.00% | +286 | New |
| Kistler-Tiffany Companies, LLC | 279 | $92.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 276 | $91.7K | 0.01% | −5−1.8% | Reduced |
| West Oak Capital, LLC | 275 | $91.3K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 272 | $90.3K | 0.05% | +1+0.4% | Added |
| Resources Management Corp | 265 | $88.0K | 0.01% | −6,523−96.1% | Reduced |
| McIlrath & Eck, LLC | 261 | $86.7K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $86.4K | 0.01% | −6−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 255 | $84.7K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $83.0K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $83.0K | 0.03% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 246 | $81.7K | 0.07% | +246 | New |
| Old Second National Bank of Aurora | 245 | $81.4K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 241 | $80.1K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $79.7K | 0.00% | −5−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 237 | $78.7K | 0.01% | 00.0% | Unchanged |
| Motco | 237 | $78.7K | 0.01% | +32+15.6% | Added |
| Itau Unibanco Holding S.A. | 235 | $78.1K | 0.00% | −429−64.6% | Reduced |
| Deseret Mutual Benefit Administrators | 235 | $78.1K | 0.03% | −26−10.0% | Reduced |
| State of Wyoming | 232 | $77.1K | 0.02% | +60+34.9% | Added |
| Thompson Siegel & Walmsley LLC | 222 | $74.0K | 0.00% | −43−16.2% | Reduced |
| Pinnacle Bancorp, Inc. | 213 | $70.8K | 0.02% | −32−13.1% | Reduced |
| Pacifica Partners Inc. | 201 | $66.7K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $66.4K | 0.01% | −33−14.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $66.0K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 194 | $64.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $63.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $61.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $61.1K | 0.01% | +5+2.8% | Added |
| Industrial Alliance Investment Management Inc. | 185 | $61.0K | 0.03% | −4,557−96.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $59.8K | 0.02% | +180 | New |
| Glassman Wealth Services | 178 | $59.1K | 0.01% | +1+0.6% | Added |
| Fairfield, Bush & Co. | 175 | $58.1K | 0.02% | +175 | New |
| Lowe Wealth Advisors, LLC | 167 | $55.5K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 163 | $54.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $52.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $52.8K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $50.8K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $50.5K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $49.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 146 | $48.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $47.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 141 | $46.8K | 0.02% | −25−15.1% | Reduced |
| Financial Perspectives, Inc | 137 | $45.5K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 137 | $45.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 136 | $45.0K | 0.02% | −71−34.3% | Reduced |
| Global Financial Private Client, LLC | 133 | $44.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 133 | $44.3K | 0.02% | +16+13.7% | Added |
| Private Ocean, LLC | 132 | $43.9K | 0.01% | +80+153.8% | Added |
| Pin Oak Investment Advisors Inc | 112 | $37.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $36.0K | 0.03% | −66−37.9% | Reduced |
| Trifecta Capital Advisors, LLC | 105 | $34.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $33.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $33.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $32.6K | 0.01% | +2+2.1% | Added |
| Close Asset Management Ltd | 95 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $31.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 95 | $31.6K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 94 | $31.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $30.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $29.9K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $29.2K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $29.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $28.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $27.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 81 | $26.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 79 | $26.4K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 77 | $25.6K | 0.02% | +4+5.5% | Added |
| Emfo, LLC | 76 | $25.2K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 72 | $23.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $23.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 68 | $22.6K | 0.02% | +68 | New |
| Financial Management Professionals, Inc. | 66 | $22.0K | 0.00% | −93−58.5% | Reduced |
| Key Financial Inc | 61 | $20.3K | 0.01% | +14+29.8% | Added |
| WealthPLAN Partners, LLC | 59 | $19.6K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $18.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $17.9K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 53 | $17.6K | 0.01% | +53 | New |
| AdvisorNet Financial, Inc | 52 | $17.3K | 0.00% | −27−34.2% | Reduced |
| Steward Financial Group LLC | 54 | $17.0K | 0.01% | −4−6.9% | Reduced |
| Halpern Financial, Inc. | 49 | $16.3K | 0.01% | +49 | New |
| Founders Capital Management | 48 | $15.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $15.3K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 42 | $14.0K | 0.00% | −235−84.8% | Reduced |
| FIL Ltd | 41 | $13.6K | 0.00% | +18+78.3% | Added |
| Sofos Investments, Inc. | 332 | $13.6K | 0.06% | +25+8.1% | Added |
| Cassady Schiller Wealth Management, LLC | 40 | $13.3K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $13.0K | 0.00% | −88−69.3% | Reduced |