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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 762 | $253.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 761 | $252.8K | 0.05% | −108−12.4% | Reduced |
| Whittier Trust Co | 761 | $252.8K | 0.00% | −112−12.8% | Reduced |
| Douglas Lane & Associates, LLC | 758 | $251.8K | 0.00% | −750−49.7% | Reduced |
| Wade G W & Inc | 756 | $251.0K | 0.01% | −1,306−63.3% | Reduced |
| Hyman Charles D | 755 | $251.0K | 0.02% | −48−6.0% | Reduced |
| XTX Topco Ltd | 754 | $250.4K | 0.04% | +754 | New |
| Burke & Herbert Bank & Trust Co | 752 | $249.8K | 0.17% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 751 | $249.5K | 0.00% | −7,124−90.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 750 | $249.0K | 0.18% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 746 | $247.8K | 0.03% | +84+12.7% | Added |
| Enterprise Financial Services Corp | 743 | $246.8K | 0.16% | −679−47.7% | Reduced |
| PDS Planning, Inc | 742 | $246.5K | 0.03% | +742 | New |
| Kathmere Capital Management, LLC | 738 | $245.1K | 0.04% | +2+0.3% | Added |
| Peapack Gladstone Financial Corp | 737 | $245.0K | 0.00% | −222−23.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 736 | $244.5K | 0.03% | −172−18.9% | Reduced |
| Spire Wealth Management | 734 | $243.8K | 0.01% | −12−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 732 | $243.1K | 0.02% | +732 | New |
| Hollencrest Capital Management | 731 | $242.8K | 0.03% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 728 | $241.8K | 0.11% | +9+1.3% | Added |
| EverSource Wealth Advisors, LLC | 722 | $239.9K | 0.03% | +57+8.6% | Added |
| Progressive Investment Management Corp | 720 | $239.2K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 714 | $237.2K | 0.01% | +45+6.7% | Added |
| Garrison Asset Management, LLC | 712 | $236.5K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $236.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 707 | $234.8K | 0.02% | +6+0.9% | Added |
| Sigma Planning Corp | 701 | $232.9K | 0.01% | +38+5.7% | Added |
| Royal Fund Management, LLC | 688 | $228.6K | 0.03% | +688 | New |
| Whalerock Point Partners, LLC | 687 | $228.2K | 0.08% | +18+2.7% | Added |
| Advisors Asset Management, Inc. | 687 | $228.2K | 0.00% | +264+62.4% | Added |
| OneAscent Wealth Management LLC | 685 | $228.0K | 0.11% | +5+0.7% | Added |
| Drive Wealth Management, LLC | 685 | $227.6K | 0.08% | +685 | New |
| Smith, Moore & Co. | 684 | $227.2K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 684 | $227.2K | 0.28% | +684 | New |
| Stevens Capital Management LP | 683 | $227.0K | 0.05% | +683 | New |
| Brown Brothers Harriman & Co | 683 | $226.9K | 0.00% | +369+117.5% | Added |
| Edge Capital Group, LLC | 682 | $226.5K | 0.01% | −2−0.3% | Reduced |
| Northwest Bancshares, Inc. | 680 | $225.9K | 0.04% | −28−4.0% | Reduced |
| Hoxton Planning & Management, LLC | 671 | $222.9K | 0.14% | +671 | New |
| Rathbone Brothers plc | 662 | $219.9K | 0.00% | −91−12.1% | Reduced |
| Shelton Capital Management | 661 | $219.6K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 661 | $219.6K | 0.04% | +661 | New |
| Centiva Capital, LP | 660 | $219.2K | 0.01% | −1,449−68.7% | Reduced |
| Avantax Planning Partners, Inc. | 659 | $218.9K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 657 | $218.3K | 0.01% | +657 | New |
| Level Four Advisory Services, LLC | 652 | $216.6K | 0.01% | −74−10.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 650 | $215.9K | 0.05% | +650 | New |
| Beck Mack & Oliver LLC | 648 | $215.2K | 0.01% | +648 | New |
| Portside Wealth Group, LLC | 648 | $215.2K | 0.04% | +648 | New |
| Brighton Jones LLC | 647 | $214.9K | 0.01% | +647 | New |
| WBH Advisory Inc | 640 | $212.6K | 0.03% | +640 | New |
| Rebalance, LLC | 640 | $212.6K | 0.02% | +640 | New |
| Great Waters Wealth Management | 637 | $211.6K | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 637 | $211.6K | 0.02% | +637 | New |
| Five Oceans Advisors | 635 | $210.9K | 0.14% | +635 | New |
| Ledyard National Bank | 630 | $209.3K | 0.02% | +630 | New |
| MONECO Advisors, LLC | 627 | $208.2K | 0.06% | +627 | New |
| Vise Technologies, Inc. | 626 | $207.9K | 0.05% | −157−20.1% | Reduced |
| Nwam LLC | 625 | $207.6K | 0.02% | +625 | New |
| All Terrain Financial Advisors, LLC | 623 | $206.9K | 0.09% | +623 | New |
| Mark Stevens | 623 | $206.9K | 0.03% | +623 | New |
| Philadelphia Trust Co | 620 | $206.0K | 0.02% | +620 | New |
| Dorsey & Whitney Trust CO LLC | 620 | $205.9K | 0.02% | +620 | New |
| Evoke Wealth, LLC | 619 | $205.5K | 0.01% | +619 | New |
| OneAscent Financial Services LLC | 618 | $205.0K | 0.09% | +618 | New |
| First County Bank | 613 | $203.6K | 0.10% | +613 | New |
| MTM Investment Management, LLC | 608 | $202.0K | 0.10% | +608 | New |
| Clifford Swan Investment Counsel LLC | 607 | $201.6K | 0.01% | +607 | New |
| Concorde Asset Management, LLC | 607 | $201.6K | 0.19% | +607 | New |
| Graves-Light Private Wealth Management, Inc. | 604 | $200.6K | 0.03% | +604 | New |
| Dougherty Wealth Advisers LLC | 603 | $200.3K | 0.27% | 00.0% | Unchanged |
| Private Trust Co NA | 599 | $199.0K | 0.03% | +2+0.3% | Added |
| Harvest Fund Management Co., Ltd | 590 | $196.0K | 0.04% | −897−60.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 566 | $188.0K | 0.00% | −662−53.9% | Reduced |
| Princeton Global Asset Management LLC | 560 | $186.0K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 505 | $168.0K | 0.01% | +169+50.3% | Added |
| Cherry Tree Wealth Management, LLC | 489 | $162.4K | 0.05% | +489 | New |
| ORG Partners LLC | 480 | $160.8K | 0.03% | +480 | New |
| Proequities, Inc. | 471 | $156.4K | 0.01% | +35+8.0% | Added |
| Horan Securities, Inc. | 469 | $155.7K | 0.07% | −5−1.1% | Reduced |
| Caldwell Trust Co | 466 | $154.8K | 0.02% | +8+1.7% | Added |
| Boyd Watterson Asset Management LLC | 464 | $154.1K | 0.06% | +3+0.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 459 | $152.5K | 0.01% | −4,109−90.0% | Reduced |
| Washington Trust Advisors, Inc. | 448 | $148.8K | 0.01% | −24−5.1% | Reduced |
| International Assets Investment Management, LLC | 103,138 | $148.2K | 0.02% | +190.0% | Added |
| Tortoise Investment Management, LLC | 440 | $146.2K | 0.02% | +2+0.5% | Added |
| Lansing Street Advisors | 435 | $144.4K | 0.08% | −89−17.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 434 | $144.0K | 0.00% | −600−58.0% | Reduced |
| Hanson & Doremus Investment Management | 433 | $144.0K | 0.03% | +324+297.2% | Added |
| GHP Investment Advisors, Inc. | 418 | $143.9K | 0.01% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 405 | $134.5K | 0.03% | −54−11.8% | Reduced |
| Eagle Bay Advisors LLC | 401 | $133.2K | 0.08% | −17−4.1% | Reduced |
| Twin Tree Management, LP | 387 | $128.5K | 0.00% | +387 | New |
| Independence Bank of Kentucky | 385 | $127.9K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 384 | $127.5K | 0.12% | −267−41.0% | Reduced |
| BerganKDV Wealth Management, LLC | 378 | $125.6K | 0.01% | −8−2.1% | Reduced |
| United Community Bank | 369 | $122.6K | 0.11% | +60+19.4% | Added |
| Webster Bank, N. A. | 359 | $119.2K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $118.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 358 | $118.9K | 0.02% | +13+3.8% | Added |