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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.

Institutional holdersQ2 2023: 1,079 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ2 2023: $28.6B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2023.

Institutions holding AMP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PrairieView Partners, LLC41$13.0K0.00%00.0%Unchanged
Bollard Group LLC40$13.0K0.00%+40New
Earnest Partners LLC37$12.3K0.00%00.0%Unchanged
Leonteq Securities AG35$11.6K0.00%+33+1,650.0%Added
Jones Financial Companies LLLP34$11.3K0.00%00.0%Unchanged
Intrepid Capital Management Inc34$11.3K0.01%+34New
GW&K Investment Management, LLC34$11.0K0.00%+34New
Prestige Wealth Management Group LLC32$10.6K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$10.0K0.01%+30New
Sandy Spring Bank30$9.96K0.00%00.0%Unchanged
Cedar Wealth Management, LLC30$9.96K0.00%00.0%Unchanged
Northwest Capital Management Inc30$9.96K0.00%+30New
Strategic Investment Solutions, Inc.32$9.70K0.00%00.0%Unchanged
Versant Capital Management, Inc27$8.97K0.00%+3+12.5%Added
JNBA Financial Advisors26$8.64K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC25$8.30K0.00%−4−13.8%Reduced
Mechanics Financial Corp25$8.30K0.00%00.0%Unchanged
Norwood Financial Corp25$8.30K0.01%00.0%Unchanged
Winch Advisory Services, LLC26$8.00K0.00%+1+4.0%Added
Abound Wealth Management23$7.66K0.00%+11+91.7%Added
Bank of New Hampshire23$7.64K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.23$7.64K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$6.97K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$6.64K0.00%−5−20.0%Reduced
MCF Advisors LLC20$6.64K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$6.64K0.00%00.0%Unchanged
New Millennium Group LLC20$6.64K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC17$6.00K0.00%00.0%Unchanged
City State Bank17$6.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.18$5.98K0.00%+1+5.9%Added
WR Wealth Planners, LLC18$5.98K0.00%−102−85.0%Reduced
Glen Eagle Advisors, LLC18$5.98K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$5.65K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$5.65K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC17$5.65K0.00%+17New
Kayne Anderson Rudnick Investment Management LLC16$5.32K0.00%+4+33.3%Added
SkyView Investment Advisors, LLC16$5.00K0.00%+8+100.0%Added
Disciplined Investments, LLC15$4.98K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.15$4.98K0.00%00.0%Unchanged
Mascoma Wealth Management LLC14$4.86K0.00%00.0%Unchanged
Silicon Valley Capital Partners14$4.78K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.65K0.00%00.0%Unchanged
West Tower Group, LLC14$4.65K0.00%+14New
Center for Financial Planning, Inc.13$4.32K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.13$4.32K0.00%+13New
IAG Wealth Partners, LLC12$3.99K0.00%00.0%Unchanged
First Command Bank12$3.99K0.00%+12New
First Command Financial Services, Inc.12$3.99K0.00%+12New
Atlas Capital Advisors LLC12$3.98K0.00%00.0%Unchanged
Godsey & Gibb Associates11$3.65K0.00%+11New
Coppell Advisory Solutions LLC10$3.34K0.00%+10New
TFC Financial Management10$3.33K0.00%−212−95.5%Reduced
Brown, Lisle/Cummings, Inc.10$3.32K0.00%00.0%Unchanged
Hallmark Capital Management Inc10$3.32K0.00%00.0%Unchanged
Lee Financial Co10$3.32K0.00%00.0%Unchanged
Avion Wealth12$3.00K0.00%+12New
Addison Advisors LLC9$2.99K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC8$2.66K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.8$2.66K0.00%+8New
Newbridge Financial Services Group, Inc.7$2.34K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.33K0.00%00.0%Unchanged
ClariVest Asset Management LLC7$2.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.99K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC5$1.66K0.00%−2−28.6%Reduced
Concord Wealth Partners5$1.66K0.00%+5New
Cape Investment Advisory, Inc.4$1.33K0.00%00.0%Unchanged
Atticus Wealth Management, LLC4$1.33K0.00%+4New
Tucker Asset Management LLC4$1.33K0.00%+4New
Rosenberg Matthew Hamilton3$9960.00%00.0%Unchanged
25 LLC2$6840.00%00.0%Unchanged
Wolff Wiese Magana LLC2$6650.00%00.0%Unchanged
Venturi Wealth Management, LLC2$6650.00%+2New
TCTC Holdings, LLC2$6640.00%−1,480−99.9%Reduced
USA Financial Portformulas Corp2$6640.00%00.0%Unchanged
Tfo-TDC, LLC2$6640.00%00.0%Unchanged
PEAK6 Investments LLC2$5920.00%−2,422−99.9%Reduced
Colonial Trust Advisors1$3320.00%00.0%Unchanged
VisionPoint Advisory Group, LLC1$3320.00%+1New
NewSquare Capital LLC1$1980.00%−26−96.3%Reduced
Ergoteles LLC0$00.00%−19,449−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−6,971−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−6,524−100.0%Sold out
Summit Global Investments0$00.00%−5,635−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−5,570−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−4,227−100.0%Sold out
AXS Investments LLC0$00.00%−3,787−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−3,266−100.0%Sold out
ING Groep NV0$00.00%−2,893−100.0%Sold out
Natixis0$00.00%−2,791−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,544−100.0%Sold out
Asset Allocation & Management Company, LLC0$00.00%−2,536−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−2,080−100.0%Sold out
Baader Bank INC0$00.00%−2,080−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−1,697−100.0%Sold out
IFG Advisory, LLC0$00.00%−1,673−100.0%Sold out
MQS Management LLC0$00.00%−1,557−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,434−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,291−100.0%Sold out
Scotia Capital Inc.0$00.00%−1,197−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,108−100.0%Sold out