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 |
|---|---|---|---|---|---|
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $370.0K | 0.43% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,114 | $370.0K | 0.07% | +1,114 | New |
| Burt Wealth Advisors | 1,111 | $369.0K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,104 | $366.6K | 0.01% | +1,104 | New |
| Zhang Financial LLC | 1,102 | $366.1K | 0.04% | +1,102 | New |
| Whittier Trust Co of Nevada Inc | 1,096 | $364.0K | 0.01% | +82+8.1% | Added |
| First Business Financial Services, Inc. | 1,093 | $363.1K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $362.0K | 0.41% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,089 | $361.7K | 0.02% | +19+1.8% | Added |
| Spinnaker Trust | 1,085 | $360.4K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,081 | $359.1K | 0.05% | −50−4.4% | Reduced |
| Focus Financial Network, Inc. | 1,080 | $358.8K | 0.02% | −34−3.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,080 | $358.7K | 0.03% | 00.0% | Unchanged |
| First International Bank & Trust | 1,075 | $357.1K | 0.11% | +26+2.5% | Added |
| Everett Harris & Co | 1,072 | $356.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,065 | $354.0K | 0.01% | +2+0.2% | Added |
| KMG Fiduciary Partners, LLC | 1,061 | $352.4K | 0.05% | +102+10.6% | Added |
| Karpas Strategies, LLC | 1,060 | $352.1K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,059 | $351.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,032 | $342.7K | 0.01% | −202−16.4% | Reduced |
| Transform Wealth, LLC | 1,030 | $342.3K | 0.03% | −15−1.4% | Reduced |
| Berkshire Asset Management LLC | 1,029 | $341.8K | 0.02% | +118+13.0% | Added |
| Keel Point, LLC | 1,028 | $341.5K | 0.05% | +58+6.0% | Added |
| Woodmont Investment Counsel LLC | 1,026 | $340.8K | 0.04% | −409−28.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,019 | $338.5K | 0.25% | −30−2.9% | Reduced |
| 3Chopt Investment Partners, LLC | 1,017 | $337.8K | 0.17% | +161+18.8% | Added |
| Harbour Investments, Inc. | 1,009 | $335.1K | 0.02% | +3+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,006 | $334.2K | 0.01% | −5,925−85.5% | Reduced |
| Financial Insights, Inc. | 1,003 | $333.2K | 0.12% | −13−1.3% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $332.2K | 0.14% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $332.2K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $332.2K | 0.07% | +1,000 | New |
| Armstrong, Fleming & Moore, Inc | 1,000 | $332.2K | 0.31% | +1,000 | New |
| Beaton Management Co. Inc. | 991 | $329.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 985 | $327.2K | 0.05% | −6−0.6% | Reduced |
| Gotham Asset Management, LLC | 976 | $324.2K | 0.01% | −105−9.7% | Reduced |
| Csenge Advisory Group | 975 | $324.0K | 0.02% | −136−12.2% | Reduced |
| First Bank & Trust | 970 | $322.2K | 0.08% | −54−5.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 969 | $321.9K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 965 | $320.5K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 962 | $319.5K | 0.04% | −25−2.5% | Reduced |
| Hills Bank & Trust Co | 959 | $318.5K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 956 | $317.5K | 0.08% | +11+1.2% | Added |
| Busey Wealth Management | 953 | $316.5K | 0.01% | +163+20.6% | Added |
| Capital Advisors Inc | 952 | $316.1K | 0.01% | +273+40.2% | Added |
| BLB&B Advisors, LLC | 948 | $314.9K | 0.02% | −2−0.2% | Reduced |
| WealthTrust Axiom LLC | 947 | $314.6K | 0.10% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 944 | $314.0K | 0.13% | −63−6.3% | Reduced |
| Washington Trust Bank | 931 | $309.2K | 0.03% | +117+14.4% | Added |
| Two Sigma Securities, LLC | 930 | $308.9K | 0.03% | +930 | New |
| Stock Yards Bank & Trust Co | 925 | $307.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 925 | $307.2K | 0.12% | −60−6.1% | Reduced |
| Diversified Trust Co | 924 | $306.9K | 0.01% | −159−14.7% | Reduced |
| InterOcean Capital Group, LLC | 916 | $304.2K | 0.01% | +916 | New |
| Tradition Wealth Management, LLC | 914 | $304.0K | 0.04% | +29+3.3% | Added |
| Green Harvest Asset Management LLC | 913 | $303.3K | 0.01% | −40−4.2% | Reduced |
| Rothschild Investment Corp | 909 | $302.0K | 0.03% | −32−3.4% | Reduced |
| Renaissance Group LLC | 909 | $301.9K | 0.01% | +84+10.2% | Added |
| Wealthspire Advisors, LLC | 906 | $300.9K | 0.00% | −13−1.4% | Reduced |
| Cito Capital Group, LLC | 901 | $299.0K | 0.14% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 888 | $295.3K | 0.12% | +2+0.2% | Added |
| Cairn Investment Group, Inc. | 888 | $295.0K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 884 | $294.0K | 0.11% | +36+4.2% | Added |
| Empowered Funds, LLC | 882 | $293.0K | 0.01% | +882 | New |
| EA Series Trust | 882 | $293.0K | 0.01% | +882 | New |
| Frank, Rimerman Advisors LLC | 881 | $292.6K | 0.07% | −6−0.7% | Reduced |
| Brookstone Capital Management | 877 | $291.8K | 0.01% | −342−28.1% | Reduced |
| Park National Corp | 877 | $291.3K | 0.01% | +1+0.1% | Added |
| Hengehold Capital Management LLC | 875 | $290.6K | 0.04% | −58−6.2% | Reduced |
| Colonial Trust Co | 875 | $290.1K | 0.07% | +875 | New |
| Daymark Wealth Partners, LLC | 868 | $288.3K | 0.02% | +868 | New |
| Ostrum Asset Management | 864 | $287.0K | 0.02% | +1+0.1% | Added |
| Peoples Financial Services Corp. | 855 | $284.0K | 0.13% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 851 | $283.0K | 0.06% | +173+25.5% | Added |
| Rockland Trust Co | 851 | $282.7K | 0.02% | −4−0.5% | Reduced |
| Dakota Wealth Management | 842 | $279.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 841 | $279.4K | 0.04% | +3+0.4% | Added |
| Sendero Wealth Management, LLC | 840 | $279.0K | 0.06% | +840 | New |
| Canal Capital Management, LLC | 838 | $278.5K | 0.06% | +3+0.4% | Added |
| V Wealth Advisors LLC | 838 | $278.3K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 830 | $275.6K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 820 | $272.4K | 0.20% | −60−6.8% | Reduced |
| Waldron Private Wealth LLC | 815 | $270.7K | 0.01% | −72−8.1% | Reduced |
| Great Valley Advisor Group, Inc. | 813 | $270.5K | 0.01% | +7+0.9% | Added |
| IFP Advisors, Inc | 1,925 | $270.0K | 0.01% | −137−6.6% | Reduced |
| Leavell Investment Management, Inc. | 812 | $270.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 812 | $269.0K | 0.04% | +17+2.1% | Added |
| Capital Analysts, LLC | 803 | $267.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $265.7K | 0.12% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $265.7K | 0.00% | +800 | New |
| Cornerstone Planning Group LLC | 790 | $262.5K | 0.10% | +790 | New |
| Hilltop Holdings Inc. | 789 | $262.1K | 0.03% | +54+7.3% | Added |
| HBK Sorce Advisory LLC | 788 | $261.7K | 0.01% | −1−0.1% | Reduced |
| GYL Financial Synergies, LLC | 785 | $260.7K | 0.02% | +785 | New |
| Smithfield Trust Co | 781 | $259.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 779 | $258.9K | 0.02% | +6+0.8% | Added |
| Allen Investment Management LLC | 777 | $258.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 772 | $256.4K | 0.13% | +772 | New |
| Clark Capital Management Group, Inc. | 767 | $254.8K | 0.00% | −58,619−98.7% | Reduced |
| First Nebraska Trust Co | 765 | $254.1K | 0.03% | 00.0% | Unchanged |