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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 2,932 | $994.8K | 0.11% | +49+1.7% | Added |
| Tiaa, FSB | 2,981 | $990.2K | 0.00% | +2+0.1% | Added |
| Eisler Capital (UK) Ltd. | 2,959 | $982.9K | 0.11% | +2,959 | New |
| Wright Investors Service Inc | 2,932 | $973.9K | 0.27% | −3,155−51.8% | Reduced |
| M. Kulyk & Associates, LLC | 2,922 | $970.6K | 0.27% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,900 | $963.3K | 0.26% | −1,800−38.3% | Reduced |
| Skba Capital Management LLC | 2,895 | $961.6K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 2,892 | $960.6K | 0.08% | −56−1.9% | Reduced |
| Heartland Bank & Trust Co | 2,868 | $952.6K | 0.74% | −260−8.3% | Reduced |
| Marks Group Wealth Management, Inc | 2,858 | $949.3K | 0.11% | 00.0% | Unchanged |
| Private Asset Management Inc | 2,850 | $946.7K | 0.18% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,817 | $935.6K | 0.12% | +1,270+82.1% | Added |
| Montecito Bank & Trust | 2,801 | $930.4K | 0.21% | −42−1.5% | Reduced |
| Qtron Investments LLC | 2,795 | $928.4K | 0.18% | +355+14.5% | Added |
| Kingsview Wealth Management, LLC | 2,779 | $923.1K | 0.04% | −3,549−56.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,757 | $915.8K | 0.02% | +248+9.9% | Added |
| Kestra Private Wealth Services, LLC | 2,754 | $914.8K | 0.03% | +117+4.4% | Added |
| Seven Eight Capital, LP | 2,738 | $909.5K | 0.15% | +2,738 | New |
| Personal Cfo Solutions, LLC | 2,730 | $906.6K | 0.18% | +40+1.5% | Added |
| HM Payson & Co | 2,661 | $883.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,654 | $882.0K | 0.03% | −578−17.9% | Reduced |
| HB Wealth Management, LLC | 2,612 | $867.6K | 0.01% | −50−1.9% | Reduced |
| Toroso Investments, LLC | 2,604 | $867.0K | 0.03% | +925+55.1% | Added |
| Gator Capital Management, LLC | 2,600 | $863.6K | 0.61% | −4,225−61.9% | Reduced |
| Park Place Capital Corp | 2,590 | $860.3K | 0.24% | +26+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,536 | $842.0K | 0.04% | −20−0.8% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $842.0K | 1.27% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,514 | $835.2K | 0.39% | −19−0.8% | Reduced |
| Coldstream Capital Management Inc | 2,510 | $833.7K | 0.03% | −165−6.2% | Reduced |
| Vectors Research Management, LLC | 2,480 | $824.0K | 0.23% | 00.0% | Unchanged |
| Veriti Management LLC | 2,479 | $823.5K | 0.09% | −401−13.9% | Reduced |
| Fayez Sarofim & Co | 2,470 | $820.4K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,466 | $819.1K | 0.10% | −730−22.8% | Reduced |
| Adviser Investments LLC | 2,450 | $813.8K | 0.02% | +1,023+71.7% | Added |
| Pearl River Capital, LLC | 2,439 | $810.1K | 0.13% | +2,439 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,421 | $802.9K | 0.03% | −93−3.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,401 | $797.5K | 0.02% | −771−24.3% | Reduced |
| Pettee Investors, Inc. | 2,400 | $797.2K | 0.36% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,400 | $797.1K | 0.01% | −131−5.2% | Reduced |
| Invesco, LLC | 2,387 | $792.9K | 0.39% | +2,387 | New |
| Penobscot Investment Management Company, Inc. | 2,367 | $786.2K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 2,364 | $785.0K | 0.00% | +235+11.0% | Added |
| MorganRosel Wealth Management, LLC | 2,360 | $783.9K | 0.32% | −312−11.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,342 | $777.8K | 0.02% | −141−5.7% | Reduced |
| Gateway Investment Advisers LLC | 2,306 | $766.0K | 0.01% | −8−0.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,241 | $744.3K | 0.75% | +240+12.0% | Added |
| Signaturefd, LLC | 2,207 | $733.1K | 0.02% | +113+5.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,204 | $732.1K | 0.05% | +163+8.0% | Added |
| Balentine LLC | 2,197 | $729.8K | 0.02% | −72−3.2% | Reduced |
| Cavalier Investments, LLC | 2,187 | $726.4K | 0.26% | +110+5.3% | Added |
| Fox Run Management, L.L.C. | 2,163 | $718.5K | 0.20% | +2,163 | New |
| Mairs & Power Inc | 2,162 | $718.1K | 0.01% | +4+0.2% | Added |
| Integrated Advisors Network LLC | 2,143 | $711.8K | 0.04% | −21−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,133 | $708.5K | 0.07% | −127−5.6% | Reduced |
| DuPont Capital Management Corp | 2,111 | $701.2K | 0.03% | −1,930−47.8% | Reduced |
| Lindbrook Capital, LLC | 2,111 | $701.2K | 0.07% | −10.0% | Reduced |
| Quantinno Capital Management LP | 2,101 | $698.0K | 0.04% | +193+10.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $695.9K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,062 | $685.2K | 0.02% | +109+5.6% | Added |
| Gateway Advisory, LLC | 2,047 | $679.9K | 0.14% | +1,043+103.9% | Added |
| Stokes Capital Advisors, LLC | 2,045 | $679.3K | 0.23% | +15+0.7% | Added |
| Synovus Financial Corp | 2,045 | $679.3K | 0.01% | +53+2.7% | Added |
| Mather Group, LLC. | 2,038 | $677.0K | 0.01% | −818−28.6% | Reduced |
| FJ Capital Management LLC | 2,033 | $675.3K | 0.09% | +2,033 | New |
| Armstrong Shaw Associates Inc | 2,020 | $671.0K | 0.68% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,009 | $667.3K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,993 | $662.1K | 0.03% | +117+6.2% | Added |
| Tectonic Advisors LLC | 1,972 | $655.0K | 0.08% | +409+26.2% | Added |
| Old North State Trust, LLC | 1,939 | $644.0K | 0.48% | −54−2.7% | Reduced |
| Colony Group LLC | 1,934 | $642.0K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,929 | $640.6K | 0.02% | +42+2.2% | Added |
| EPG Wealth Management LLC | 1,906 | $633.0K | 0.19% | +202+11.9% | Added |
| Evergreen Capital Management LLC | 1,890 | $627.8K | 0.03% | +65+3.6% | Added |
| Prosperity Consulting Group, LLC | 1,852 | $615.3K | 0.38% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,850 | $614.6K | 0.02% | −30−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $613.2K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,845 | $612.8K | 0.07% | +491+36.3% | Added |
| Guinness Asset Management LTD | 1,838 | $610.5K | 0.01% | −325−15.0% | Reduced |
| Dodge & Cox | 1,827 | $606.9K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,825 | $606.2K | 0.02% | −227−11.1% | Reduced |
| Becker Capital Management Inc | 1,818 | $603.9K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 1,813 | $602.1K | 0.01% | +65+3.7% | Added |
| Alberta Investment Management Corp | 1,800 | $597.9K | 0.01% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,772 | $588.6K | 0.12% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,764 | $585.9K | 0.19% | +126+7.7% | Added |
| Front Barnett Associates LLC | 1,762 | $585.0K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,758 | $583.9K | 0.09% | +343+24.2% | Added |
| Moody National Bank Trust Division | 1,751 | $581.6K | 0.04% | −14−0.8% | Reduced |
| Blueshift Asset Management, LLC | 1,749 | $580.9K | 0.22% | +610+53.6% | Added |
| Clarius Group, LLC | 1,745 | $579.6K | 0.04% | +11+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,737 | $577.0K | 0.01% | −28−1.6% | Reduced |
| Pennsylvania Capital Management Inc | 1,735 | $576.3K | 0.25% | −226−11.5% | Reduced |
| Legacy Trust | 1,735 | $576.3K | 0.16% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,733 | $575.5K | 0.02% | +14+0.8% | Added |
| CAPROCK Group, Inc. | 1,684 | $559.5K | 0.04% | +78+4.9% | Added |
| Argent Trust Co | 1,684 | $559.4K | 0.03% | +91+5.7% | Added |
| BMS Financial Advisors, LLC | 1,681 | $558.4K | 0.36% | −804−32.4% | Reduced |
| Plimoth Trust Co LLC | 1,680 | $558.0K | 0.17% | −45−2.6% | Reduced |
| We Are One Seven, LLC | 1,649 | $547.7K | 0.05% | +12+0.7% | Added |
| Grove Bank & Trust | 1,638 | $544.1K | 0.11% | −18−1.1% | Reduced |