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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 607 | $200.1K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 607 | $200.1K | 0.02% | +607 | New |
| MTM Investment Management, LLC | 608 | $200.4K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 608 | $200.4K | 0.02% | +160+35.7% | Added |
| Concorde Asset Management, LLC | 609 | $200.8K | 0.18% | +2+0.3% | Added |
| Intrua Financial, LLC | 612 | $201.8K | 0.04% | +612 | New |
| Vise Technologies, Inc. | 617 | $203.4K | 0.05% | −9−1.4% | Reduced |
| Philadelphia Trust Co | 620 | $204.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 619 | $204.1K | 0.02% | −612−49.7% | Reduced |
| Two Sigma Securities, LLC | 619 | $204.1K | 0.01% | −311−33.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 619 | $204.1K | 0.02% | −1−0.2% | Reduced |
| Navellier & Associates Inc | 622 | $205.1K | 0.04% | +622 | New |
| Mark Stevens | 623 | $205.4K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $205.4K | 0.10% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 623 | $205.5K | 0.03% | −65−9.4% | Reduced |
| Fidelis Capital Partners, LLC | 624 | $205.7K | 0.07% | +624 | New |
| MONECO Advisors, LLC | 625 | $206.1K | 0.06% | −2−0.3% | Reduced |
| Beck Mack & Oliver LLC | 632 | $208.4K | 0.01% | −16−2.5% | Reduced |
| Fluent Financial, LLC | 635 | $209.3K | 0.11% | +635 | New |
| Five Oceans Advisors | 637 | $210.0K | 0.13% | +2+0.3% | Added |
| WBH Advisory Inc | 640 | $211.0K | 0.03% | 00.0% | Unchanged |
| Rebalance, LLC | 640 | $211.0K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 642 | $211.7K | 0.09% | +642 | New |
| Edge Capital Group, LLC | 646 | $212.9K | 0.01% | −36−5.3% | Reduced |
| CX Institutional | 646 | $213.0K | 0.01% | −12,879−95.2% | Reduced |
| Portside Wealth Group, LLC | 648 | $213.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 649 | $214.0K | 0.21% | −491−43.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 650 | $214.3K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 652 | $215.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 652 | $215.1K | 0.01% | +33+5.3% | Added |
| Avantax Planning Partners, Inc. | 660 | $217.6K | 0.01% | +1+0.2% | Added |
| Avenue 1 Advisors, LLC | 661 | $217.9K | 0.11% | −67−9.2% | Reduced |
| Shelton Capital Management | 661 | $217.9K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 661 | $217.9K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 671 | $221.2K | 0.02% | −51−7.1% | Reduced |
| Brown Brothers Harriman & Co | 672 | $221.5K | 0.00% | −11−1.6% | Reduced |
| Childress Capital Advisors, LLC | 672 | $221.5K | 0.07% | +672 | New |
| Brevan Howard Capital Management LP | 675 | $222.5K | 0.07% | +675 | New |
| Capital Advisors Inc | 676 | $222.9K | 0.01% | −276−29.0% | Reduced |
| Northwest Bancshares, Inc. | 680 | $224.2K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 684 | $225.5K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 687 | $226.5K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 691 | $227.9K | 0.06% | +691 | New |
| Miracle Mile Advisors, LLC | 696 | $229.5K | 0.01% | −18−2.5% | Reduced |
| Boothbay Fund Management, LLC | 697 | $229.8K | 0.01% | +697 | New |
| Los Angeles Capital Management LLC | 699 | $230.4K | 0.00% | −52−6.9% | Reduced |
| Sigma Planning Corp | 704 | $232.2K | 0.01% | +3+0.4% | Added |
| Arkadios Wealth Advisors | 706 | $232.6K | 0.02% | +706 | New |
| Peapack Gladstone Financial Corp | 709 | $234.0K | 0.00% | −28−3.8% | Reduced |
| Summit Trail Advisors, LLC | 710 | $234.2K | 0.01% | +53+8.1% | Added |
| Garrison Asset Management, LLC | 712 | $234.7K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 718 | $236.7K | 0.04% | −20−2.7% | Reduced |
| Mutual Advisors, LLC | 718 | $236.9K | 0.01% | −386−35.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 720 | $237.4K | 0.05% | −41−5.4% | Reduced |
| Progressive Investment Management Corp | 720 | $237.4K | 0.08% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 721 | $237.6K | 0.02% | +14+2.0% | Added |
| Ledyard National Bank | 726 | $239.3K | 0.03% | +96+15.2% | Added |
| Hollencrest Capital Management | 731 | $241.0K | 0.03% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 732 | $241.3K | 0.32% | −382−34.3% | Reduced |
| Spire Wealth Management | 735 | $242.3K | 0.01% | +1+0.1% | Added |
| Brighton Jones LLC | 746 | $246.0K | 0.01% | +99+15.3% | Added |
| Brooks, Moore & Associates, Inc. | 750 | $247.0K | 0.19% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 752 | $247.9K | 0.00% | −15−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $247.9K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 753 | $248.2K | 0.01% | +753 | New |
| Catalyst Capital Advisors LLC | 755 | $248.9K | 0.01% | +755 | New |
| Hyman Charles D | 755 | $249.0K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 758 | $249.9K | 0.03% | +16+2.2% | Added |
| NBC Securities, Inc. | 759 | $250.0K | 0.03% | +759 | New |
| Douglas Lane & Associates, LLC | 762 | $251.2K | 0.00% | +4+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 762 | $251.2K | 0.03% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 763 | $251.5K | 0.03% | +763 | New |
| Caldwell Sutter Capital, Inc. | 772 | $254.5K | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 776 | $255.8K | 0.01% | −66−7.8% | Reduced |
| Whittier Trust Co | 777 | $256.1K | 0.00% | +16+2.1% | Added |
| Allen Investment Management LLC | 777 | $256.2K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 777 | $256.2K | 0.08% | +760+4,470.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 782 | $258.0K | 0.02% | +3+0.4% | Added |
| First Nebraska Trust Co | 784 | $258.5K | 0.03% | +19+2.5% | Added |
| Warren Averett Asset Management, LLC | 784 | $258.5K | 0.01% | +784 | New |
| NinePointTwo Capital | 787 | $259.0K | 0.11% | +787 | New |
| Transform Wealth, LLC | 787 | $259.5K | 0.03% | −243−23.6% | Reduced |
| Drive Wealth Management, LLC | 787 | $259.6K | 0.09% | +102+14.9% | Added |
| HBK Sorce Advisory LLC | 793 | $261.4K | 0.01% | +5+0.6% | Added |
| Cornerstone Planning Group LLC | 794 | $261.6K | 0.10% | +4+0.5% | Added |
| Smithfield Trust Co | 797 | $262.0K | 0.02% | +16+2.0% | Added |
| Schulhoff & Co Inc | 800 | $263.7K | 0.13% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $263.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $265.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 809 | $266.7K | 0.03% | +20+2.5% | Added |
| Great Waters Wealth Management | 818 | $267.2K | 0.05% | +181+28.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 812 | $267.7K | 0.03% | +76+10.3% | Added |
| Leavell Investment Management, Inc. | 812 | $268.0K | 0.02% | 00.0% | Unchanged |
| First County Bank | 813 | $268.0K | 0.14% | +200+32.6% | Added |
| Loomis Sayles & Co L P | 823 | $271.0K | 0.00% | −638−43.7% | Reduced |
| Daymark Wealth Partners, LLC | 823 | $271.3K | 0.02% | −45−5.2% | Reduced |
| Moloney Securities Asset Management, LLC | 830 | $273.5K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 839 | $276.2K | 0.01% | +26+3.2% | Added |
| Tudor Investment Corp Et Al | 839 | $276.6K | 0.00% | +839 | New |
| Sendero Wealth Management, LLC | 840 | $276.9K | 0.06% | 00.0% | Unchanged |