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, Q3 2023
Institutional positions in Ameriprise Financial Inc as of Sep 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
- 1,087
- +24 vs. Q2 2023
- Shares held
- 85.2M
- −1.21M (−1.4%) vs. Q2 2023
- Total value
- $28.1B
- −$545.4M (−1.9%) vs. Q2 2023
- New holders
- 88
- 349 more added
- Sold out
- 64
- 395 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 87 | $28.7K | 0.01% | +64+278.3% | Added |
| Hantz Financial Services, Inc. | 88 | $29.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $29.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $29.7K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 90 | $29.7K | 0.01% | +90 | New |
| Asset Dedication, LLC | 93 | $30.0K | 0.00% | +7+8.1% | Added |
| Bell Investment Advisors, Inc | 92 | $30.3K | 0.01% | −6−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 92 | $30.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 95 | $31.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 95 | $31.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 95 | $31.3K | 0.01% | +41+75.9% | Added |
| PFG Private Wealth Management, LLC | 96 | $31.6K | 0.02% | −176−64.7% | Reduced |
| Delta Asset Management LLC | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $33.0K | 0.00% | +66+194.1% | Added |
| Westside Investment Management, Inc. | 102 | $33.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $34.0K | 0.03% | −8−7.4% | Reduced |
| Bangor Savings Bank | 104 | $34.3K | 0.00% | +10+10.6% | Added |
| Trifecta Capital Advisors, LLC | 105 | $34.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 112 | $37.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $43.3K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 132 | $43.6K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 137 | $45.2K | 0.00% | −98−41.7% | Reduced |
| Financial Perspectives, Inc | 137 | $45.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 141 | $46.4K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $46.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $48.8K | 0.01% | +2+1.4% | Added |
| Bray Capital Advisors | 150 | $49.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $50.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $50.4K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $52.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $52.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 163 | $53.7K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 167 | $55.1K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 175 | $57.7K | 0.01% | −3−1.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $59.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 184 | $60.5K | 0.03% | +51+38.3% | Added |
| Rogco, LP | 185 | $61.0K | 0.03% | +185 | New |
| Montag A & Associates Inc | 186 | $61.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $63.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 196 | $64.6K | 0.01% | +12+6.5% | Added |
| Pacifica Partners Inc. | 201 | $64.8K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $65.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 199 | $65.6K | 0.03% | −36−15.3% | Reduced |
| Stonebridge Capital Advisors LLC | 200 | $65.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 209 | $68.9K | 0.01% | −46−18.0% | Reduced |
| Pinnacle Bancorp, Inc. | 213 | $70.2K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 222 | $73.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $78.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $79.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $80.8K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $82.4K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $83.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $85.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $86.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 265 | $88.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 271 | $89.3K | 0.01% | −5−1.8% | Reduced |
| Hexagon Capital Partners LLC | 285 | $94.0K | 0.02% | −8−2.7% | Reduced |
| Kelly Financial Services LLC | 290 | $95.6K | 0.04% | −17−5.5% | Reduced |
| C M Bidwell & Associates Ltd | 291 | $95.9K | 0.07% | −728−71.4% | Reduced |
| South State Corp. | 294 | $96.9K | 0.01% | +294 | New |
| Alta Advisers Ltd | 300 | $98.9K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 305 | $100.5K | 0.05% | +5+1.7% | Added |
| North Star Investment Management Corp. | 307 | $101.2K | 0.01% | 00.0% | Unchanged |
| Motco | 313 | $103.2K | 0.01% | +76+32.1% | Added |
| FinTrust Capital Advisors, LLC | 314 | $103.5K | 0.02% | +212+207.8% | Added |
| Kozak & Associates, Inc. | 327 | $106.7K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 329 | $108.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 340 | $112.0K | 0.06% | +65+23.6% | Added |
| CoreFirst Bank & Trust | 342 | $112.8K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 351 | $115.7K | 0.01% | −108−23.5% | Reduced |
| First Personal Financial Services | 358 | $118.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $118.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 364 | $120.0K | 0.03% | +132+56.9% | Added |
| United Community Bank | 369 | $121.7K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 377 | $125.0K | 0.00% | +38+11.2% | Added |
| Acropolis Investment Management, LLC | 384 | $126.6K | 0.01% | +384 | New |
| Independence Bank of Kentucky | 385 | $126.9K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 402 | $132.6K | 0.01% | +402 | New |
| GHP Investment Advisors, Inc. | 419 | $136.0K | 0.01% | +1+0.2% | Added |
| Macroview Investment Management LLC | 420 | $138.5K | 0.19% | +420 | New |
| Parkside Financial Bank & Trust | 432 | $142.4K | 0.03% | +27+6.7% | Added |
| Eagle Bay Advisors LLC | 433 | $142.8K | 0.07% | +32+8.0% | Added |
| Hanson & Doremus Investment Management | 433 | $143.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 440 | $145.1K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 445 | $147.0K | 0.00% | +11+2.5% | Added |
| Larson Financial Group LLC | 448 | $147.7K | 0.01% | +146+48.3% | Added |
| International Assets Investment Management, LLC | 103,139 | $148.3K | 0.02% | +10.0% | Added |
| Boyd Watterson Asset Management LLC | 464 | $153.0K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 476 | $156.9K | 0.00% | +190+66.4% | Added |
| ORG Partners LLC | 480 | $158.2K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 489 | $161.2K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 509 | $167.8K | 0.01% | +38+8.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 511 | $168.0K | 0.01% | +6+1.2% | Added |
| Princeton Global Asset Management LLC | 560 | $184.6K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 591 | $194.8K | 0.03% | −8−1.3% | Reduced |
| Harvest Fund Management Co., Ltd | 590 | $195.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 596 | $196.0K | 0.09% | −115−16.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 600 | $197.8K | 0.19% | +600 | New |
| Capstone Investment Advisors, LLC | 603 | $198.8K | 0.01% | −566−48.4% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $198.8K | 0.23% | 00.0% | Unchanged |