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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,635 | $542.9K | 0.00% | −20−1.2% | Reduced |
| Gallacher Capital Management LLC | 1,629 | $541.1K | 0.31% | +793+94.9% | Added |
| Ritholtz Wealth Management | 1,624 | $539.4K | 0.02% | −68−4.0% | Reduced |
| Fort Point Capital Partners LLC | 1,621 | $538.4K | 0.08% | +3+0.2% | Added |
| Grimes & Company, Inc. | 1,620 | $538.1K | 0.02% | +6+0.4% | Added |
| Howard Capital Management Group, LLC | 1,609 | $534.4K | 0.05% | −30−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,606 | $533.4K | 0.03% | +36+2.3% | Added |
| Ancora Advisors, LLC | 1,603 | $532.5K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 1,601 | $531.8K | 0.44% | +62+4.0% | Added |
| Schechter Investment Advisors, LLC | 1,598 | $530.9K | 0.05% | −76−4.5% | Reduced |
| Banque Cantonale Vaudoise | 1,573 | $523.0K | 0.02% | −2,500−61.4% | Reduced |
| Insigneo Advisory Services, LLC | 1,574 | $522.8K | 0.10% | −37−2.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,565 | $519.8K | 0.19% | +373+31.3% | Added |
| Geller Advisors LLC | 1,560 | $518.2K | 0.06% | +1,560 | New |
| Accel Wealth Management | 1,558 | $517.6K | 0.28% | +17+1.1% | Added |
| Charter Oak Capital Management, LLC | 1,544 | $512.9K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,533 | $509.2K | 0.27% | −436−22.1% | Reduced |
| Stephens Inc | 1,531 | $508.6K | 0.01% | +243+18.9% | Added |
| Congress Wealth Management LLC | 1,530 | $508.2K | 0.01% | −20−1.3% | Reduced |
| Snowden Capital Advisors LLC | 1,528 | $507.5K | 0.02% | +211+16.0% | Added |
| Fifth Third Wealth Advisors LLC | 1,527 | $507.2K | 0.33% | +1,527 | New |
| Insight Advisors, LLC | 1,520 | $504.9K | 0.11% | −180−10.6% | Reduced |
| Basepoint Wealth LLC | 1,514 | $502.8K | 0.42% | +7+0.5% | Added |
| Kolinsky Wealth Management, LLC | 1,510 | $500.7K | 0.48% | +78+5.4% | Added |
| Ballentine Partners, LLC | 1,505 | $499.9K | 0.01% | +2+0.1% | Added |
| Quent Capital, LLC | 1,501 | $498.6K | 0.08% | +18+1.2% | Added |
| Gabelli Funds LLC | 1,500 | $498.2K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,500 | $498.2K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,485 | $493.6K | 0.05% | −501−25.2% | Reduced |
| Inceptionr LLC | 1,485 | $493.3K | 0.26% | +1,485 | New |
| Coastal Bridge Advisors, LLC | 1,482 | $492.3K | 0.12% | +3+0.2% | Added |
| Eagle Global Advisors LLC | 1,480 | $491.6K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,433 | $491.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,470 | $488.3K | 0.03% | +806+121.4% | Added |
| Loomis Sayles & Co L P | 1,461 | $485.0K | 0.00% | +125+9.4% | Added |
| Cambridge Trust Co | 1,455 | $483.3K | 0.02% | −198−12.0% | Reduced |
| Vishria Bird Financial Group, LLC | 1,451 | $482.0K | 0.29% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,446 | $480.4K | 0.01% | −22−1.5% | Reduced |
| Bank Ozk | 1,442 | $479.0K | 0.23% | +1,442 | New |
| Sage Mountain Advisors LLC | 1,440 | $478.3K | 0.07% | +403+38.9% | Added |
| FDx Advisors, Inc. | 1,420 | $472.0K | 0.03% | +266+23.1% | Added |
| Horizon Investments, LLC | 1,421 | $470.2K | 0.01% | +86+6.4% | Added |
| Pointe Capital Management LLC | 1,412 | $469.0K | 0.35% | −50−3.4% | Reduced |
| Hancock Whitney Corp | 1,408 | $468.0K | 0.02% | −17−1.2% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $466.4K | 0.06% | −41−2.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,400 | $465.0K | 0.24% | +1,400 | New |
| United Capital Financial Advisers, LLC | 1,382 | $459.1K | 0.00% | −3,878−73.7% | Reduced |
| Clearstead Advisors, LLC | 1,382 | $459.0K | 0.03% | −111−7.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,380 | $458.5K | 0.01% | −275−16.6% | Reduced |
| Crewe Advisors LLC | 1,376 | $457.1K | 0.06% | +1+0.1% | Added |
| Martingale Asset Management L P | 1,367 | $454.1K | 0.01% | −621−31.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,364 | $453.1K | 0.04% | +62+4.8% | Added |
| Fund Management at Engine No. 1 LLC | 1,356 | $450.4K | 0.08% | +78+6.1% | Added |
| Mission Wealth Management, LP | 1,347 | $447.4K | 0.02% | +17+1.3% | Added |
| Dakota Community Bank & Trust NA | 1,343 | $446.1K | 2.63% | −24−1.8% | Reduced |
| St Germain D J Co Inc | 1,333 | $442.8K | 0.02% | +1,333 | New |
| McLean Asset Management Corp | 1,323 | $439.5K | 0.17% | −2−0.2% | Reduced |
| Northcape Wealth Management, LLC | 1,317 | $437.5K | 0.16% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 1,308 | $434.5K | 0.23% | −5−0.4% | Reduced |
| Renasant Bank | 1,305 | $433.5K | 0.35% | −157−10.7% | Reduced |
| Ci Investments Inc. | 1,302 | $432.0K | 0.00% | +26+2.0% | Added |
| Coastline Trust Co | 1,300 | $431.8K | 0.06% | −285−18.0% | Reduced |
| Catalyst Financial Partners LLC | 1,299 | $431.5K | 0.15% | +27+2.1% | Added |
| Carr Financial Group Corp | 1,296 | $430.5K | 0.17% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,290 | $428.5K | 0.03% | +22+1.7% | Added |
| Cigna Investments Inc | 1,285 | $427.0K | 0.08% | −22−1.7% | Reduced |
| Wedbush Securities Inc | 1,283 | $426.0K | 0.02% | +35+2.8% | Added |
| Fort Washington Investment Advisors Inc | 1,277 | $424.2K | 0.00% | −96−7.0% | Reduced |
| Profund Advisors LLC | 1,268 | $421.2K | 0.02% | −36−2.8% | Reduced |
| Perritt Capital Management Inc | 1,264 | $419.7K | 0.23% | −10−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 1,254 | $417.0K | 0.00% | −20,231−94.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $412.5K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,241 | $412.2K | 0.00% | −450−26.6% | Reduced |
| Power Corp of Canada | 1,239 | $411.5K | 0.04% | +1,239 | New |
| Modera Wealth Management, LLC | 1,238 | $411.2K | 0.01% | +425+52.3% | Added |
| Ameritas Investment Partners, Inc. | 1,236 | $410.6K | 0.02% | −49−3.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,231 | $408.9K | 0.05% | +146+13.5% | Added |
| Trust Asset Management LLC | 1,230 | $408.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,227 | $407.6K | 0.01% | −169−12.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $405.2K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,214 | $403.2K | 0.15% | −300−19.8% | Reduced |
| Weil Company, Inc. | 1,200 | $398.6K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,196 | $397.3K | 0.02% | −556−31.7% | Reduced |
| Penserra Capital Management LLC | 1,198 | $396.0K | 0.01% | −6,521−84.5% | Reduced |
| Camden Capital, LLC | 1,172 | $389.4K | 0.04% | +509+76.8% | Added |
| Capstone Investment Advisors, LLC | 1,169 | $388.3K | 0.01% | −590−33.5% | Reduced |
| Benedetti & Gucer, Inc. | 1,167 | $388.0K | 0.20% | −48−4.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,128 | $385.8K | 0.15% | +34+3.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $383.0K | 0.07% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,147 | $381.0K | 0.09% | +6+0.5% | Added |
| Convergence Investment Partners, LLC | 1,143 | $380.0K | 0.22% | +1,143 | New |
| Enzi Wealth | 1,110 | $379.5K | 0.19% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,140 | $378.7K | 0.37% | +402+54.5% | Added |
| Evercore Wealth Management, LLC | 1,138 | $378.0K | 0.01% | +184+19.3% | Added |
| Prelude Capital Management, LLC | 1,135 | $377.0K | 0.03% | +239+26.7% | Added |
| Carlson Capital Management | 1,133 | $376.3K | 0.02% | +14+1.3% | Added |
| Invst, LLC | 1,127 | $374.3K | 0.05% | +13+1.2% | Added |
| Eudaimonia Partners, LLC | 1,121 | $372.4K | 0.08% | +44+4.1% | Added |
| Bailard, Inc. | 1,119 | $371.7K | 0.01% | −23−2.0% | Reduced |
| Global Retirement Partners, LLC | 1,116 | $370.7K | 0.02% | −53−4.5% | Reduced |