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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 11,055 | $3.67M | 0.02% | −268−2.4% | Reduced |
| Fulton Bank, N.A. | 11,045 | $3.67M | 0.18% | +795+7.8% | Added |
| Erste Asset Management GmbH | 11,000 | $3.65M | 0.06% | +1,302+13.4% | Added |
| Baird Financial Group, Inc. | 10,710 | $3.56M | 0.01% | −2,419−18.4% | Reduced |
| Gulf International Bank (UK) Ltd | 10,566 | $3.51M | 0.09% | −3,381−24.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,521 | $3.50M | 0.07% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,442 | $3.47M | 0.06% | +4,505+75.9% | Added |
| Red Cedar Investment Management, LLC | 10,424 | $3.46M | 0.53% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,420 | $3.46M | 0.31% | +5,716+121.5% | Added |
| L2 Asset Management, LLC | 10,584 | $3.43M | 1.68% | −600−5.4% | Reduced |
| Vident Investment Advisory, LLC | 10,290 | $3.42M | 0.12% | −2,792−21.3% | Reduced |
| BancorpSouth Bank | 10,218 | $3.39M | 0.30% | −48−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 10,129 | $3.36M | 0.39% | +75+0.7% | Added |
| BKD Wealth Advisors, LLC | 10,082 | $3.35M | 0.10% | +4,518+81.2% | Added |
| Bank of Nova Scotia | 10,070 | $3.34M | 0.01% | +24+0.2% | Added |
| Raymond James Trust N.A. | 10,059 | $3.34M | 0.10% | +361+3.7% | Added |
| Genus Capital Management Inc. | 10,054 | $3.34M | 0.49% | +10,054 | New |
| SOA Wealth Advisors, LLC. | 9,919 | $3.29M | 0.77% | −40.0% | Reduced |
| PFS Investments Inc. | 9,849 | $3.27M | 0.05% | +1,494+17.9% | Added |
| Bessemer Group Inc | 9,845 | $3.27M | 0.01% | +2,376+31.8% | Added |
| TD Private Client Wealth LLC | 9,842 | $3.27M | 0.14% | +620+6.7% | Added |
| Mackenzie Financial Corp | 9,733 | $3.26M | 0.00% | −4,434−31.3% | Reduced |
| British Columbia Investment Management Corp | 9,479 | $3.15M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,310 | $3.09M | 0.02% | −2,872−23.6% | Reduced |
| Investment Management Corp of Ontario | 9,289 | $3.09M | 0.13% | +1,197+14.8% | Added |
| Eagle Asset Management Inc | 9,207 | $3.06M | 0.02% | +605+7.0% | Added |
| Cetera Advisor Networks LLC | 9,088 | $3.02M | 0.02% | +281+3.2% | Added |
| Advisory Services Network, LLC | 8,900 | $2.96M | 0.08% | +177+2.0% | Added |
| IMA Wealth, Inc. | 8,826 | $2.93M | 0.75% | −107−1.2% | Reduced |
| Kestra Advisory Services, LLC | 8,810 | $2.93M | 0.03% | +181+2.1% | Added |
| Daiwa Securities Group Inc. | 8,783 | $2.92M | 0.02% | +136+1.6% | Added |
| Securian Asset Management, Inc | 8,768 | $2.91M | 0.07% | −213−2.4% | Reduced |
| Cetera Investment Advisers | 8,627 | $2.87M | 0.02% | +407+5.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,609 | $2.86M | 0.04% | +74+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 8,588 | $2.85M | 0.00% | −127−1.5% | Reduced |
| Ethic Inc. | 8,553 | $2.84M | 0.11% | +3,381+65.4% | Added |
| New Potomac Partners, LLC | 8,480 | $2.82M | 1.86% | −282−3.2% | Reduced |
| Kentucky Retirement Systems | 8,376 | $2.78M | 0.09% | +50+0.6% | Added |
| Journey Advisory Group, LLC | 8,245 | $2.74M | 0.41% | +1,504+22.3% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 8,153 | $2.71M | 0.05% | +8,153 | New |
| Bartlett & Co. LLC | 8,153 | $2.71M | 0.05% | +8,153 | New |
| Tower Bridge Advisors | 8,139 | $2.70M | 0.25% | −50−0.6% | Reduced |
| Maryland State Retirement & Pension System | 8,028 | $2.67M | 0.06% | −292−3.5% | Reduced |
| Briggs Advisory Group, Inc. | 8,009 | $2.66M | 1.49% | 00.0% | Unchanged |
| Westpac Banking Corp | 7,874 | $2.62M | 0.18% | −12,229−60.8% | Reduced |
| Worldquant Millennium Advisors LLC | 7,869 | $2.61M | 0.04% | +7,869 | New |
| Loudon Investment Management, LLC | 7,858 | $2.61M | 1.72% | −470−5.6% | 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 |
| Hennessy Advisors Inc | 7,700 | $2.56M | 0.18% | −200−2.5% | Reduced |
| Carret Asset Management, LLC | 7,630 | $2.53M | 0.34% | −74−1.0% | Reduced |
| Perigon Wealth Management, LLC | 7,626 | $2.53M | 0.10% | +71+0.9% | Added |
| GWM Advisors LLC | 7,484 | $2.49M | 0.03% | −1,060−12.4% | Reduced |
| Great Diamond Partners, LLC | 7,465 | $2.48M | 0.65% | +119+1.6% | Added |
| Alaska Permanent Fund Corp | 7,400 | $2.46M | 0.05% | +7,400 | New |
| CNB Bank | 7,376 | $2.45M | 1.44% | −539−6.8% | Reduced |
| Edmp, Inc. | 7,364 | $2.45M | 2.33% | +45+0.6% | Added |
| Castellan Group, LLC | 7,315 | $2.43M | 1.55% | +85+1.2% | Added |
| Hartford Investment Management Co | 7,312 | $2.43M | 0.09% | −1,560−17.6% | Reduced |
| Pathstone Family Office, LLC | 7,283 | $2.42M | 0.03% | +852+13.2% | Added |
| Johnson Investment Counsel Inc | 7,187 | $2.39M | 0.03% | −300−4.0% | Reduced |
| FineMark National Bank & Trust | 7,040 | $2.34M | 0.10% | +11+0.2% | Added |
| Telemus Capital, LLC | 6,986 | $2.32M | 0.20% | −332−4.5% | Reduced |
| Malaga Cove Capital, LLC | 6,984 | $2.32M | 1.07% | −20−0.3% | Reduced |
| DRW Securities, LLC | 6,975 | $2.32M | 0.18% | +6,975 | New |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.31M | 0.03% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 6,836 | $2.27M | 2.24% | −427−5.9% | Reduced |
| Atria Wealth Solutions, Inc. | 6,794 | $2.26M | 0.03% | +3,505+106.6% | Added |
| New Hampshire Trust | 6,794 | $2.26M | 0.59% | +76+1.1% | Added |
| Burney Co | 6,757 | $2.24M | 0.10% | +410+6.5% | Added |
| Chesley Taft & Associates LLC | 6,713 | $2.23M | 0.14% | −83−1.2% | Reduced |
| Great Lakes Advisors, LLC | 6,664 | $2.21M | 0.02% | +132+2.0% | Added |
| Connectus Wealth, LLC | 6,533 | $2.18M | 0.05% | +129+2.0% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $2.16M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,488 | $2.16M | 0.01% | −22,842−77.9% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $2.13M | 0.05% | −400−5.9% | Reduced |
| Savant Capital, LLC | 6,373 | $2.12M | 0.03% | +1,684+35.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,329 | $2.10M | 0.08% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,292 | $2.09M | 1.21% | +1,418+29.1% | Added |
| Symmetry Partners, LLC | 6,285 | $2.09M | 0.11% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 6,218 | $2.07M | 0.37% | +38+0.6% | Added |
| Family Management Corp | 6,176 | $2.05M | 0.45% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,158 | $2.05M | 0.01% | +82+1.3% | Added |
| Dean Investment Associates, LLC | 6,135 | $2.04M | 0.33% | −149−2.4% | Reduced |
| TownSquare Capital, LLC | 6,007 | $2.00M | 0.04% | +1,811+43.2% | Added |
| Aviance Capital Partners, LLC | 6,000 | $1.99M | 0.42% | 00.0% | Unchanged |
| Prudential PLC | 5,959 | $1.98M | 0.02% | −278−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,876 | $1.95M | 0.07% | +4,345+283.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,811 | $1.93M | 0.03% | +13+0.2% | 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 |
| Lido Advisors, LLC | 5,730 | $1.90M | 0.02% | +2,365+70.3% | Added |
| Flputnam Investment Management Co | 5,714 | $1.90M | 0.05% | +4,547+389.6% | Added |
| Atlantic Union Bankshares Corp | 5,653 | $1.88M | 0.19% | +4,142+274.1% | Added |
| Private Advisor Group, LLC | 5,434 | $1.86M | 0.02% | +170+3.2% | Added |
| WBI Investments | 5,574 | $1.85M | 0.34% | +5,574 | New |
| Ontario Teachers Pension Plan Board | 5,478 | $1.82M | 0.02% | +884+19.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,475 | $1.82M | 0.01% | −6,004−52.3% | Reduced |