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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 841 | $277.3K | 0.01% | +26+3.2% | Added |
| Canal Capital Management, LLC | 842 | $277.5K | 0.06% | +4+0.5% | Added |
| Caldwell Trust Co | 842 | $277.6K | 0.04% | +376+80.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 849 | $280.1K | 0.06% | −2−0.2% | Reduced |
| Chesapeake Wealth Management | 850 | $280.2K | 0.12% | −75−8.1% | Reduced |
| Rockland Trust Co | 851 | $280.6K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 855 | $281.9K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 858 | $282.9K | 0.03% | −6−0.7% | Reduced |
| Inceptionr LLC | 862 | $284.2K | 0.16% | −623−42.0% | Reduced |
| Prelude Capital Management, LLC | 869 | $286.5K | 0.03% | −266−23.4% | Reduced |
| InterOcean Capital Group, LLC | 872 | $287.3K | 0.01% | −44−4.8% | Reduced |
| Park National Corp | 874 | $288.1K | 0.01% | −3−0.3% | Reduced |
| Hengehold Capital Management LLC | 875 | $288.5K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 878 | $289.3K | 0.02% | −97−9.9% | Reduced |
| Ignite Planners, LLC | 909 | $293.0K | 0.09% | +25+2.8% | Added |
| Cairn Investment Group, Inc. | 888 | $293.0K | 0.19% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 891 | $293.9K | 0.12% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 893 | $294.4K | 0.04% | +52+6.2% | Added |
| Cito Capital Group, LLC | 901 | $297.0K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Co | 875 | $297.9K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 907 | $299.0K | 0.04% | −7−0.8% | Reduced |
| Moneta Group Investment Advisors LLC | 908 | $299.4K | 0.01% | −472−34.2% | Reduced |
| Gallacher Capital Management LLC | 908 | $299.4K | 0.19% | −721−44.3% | Reduced |
| Renaissance Group LLC | 909 | $299.7K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 910 | $300.0K | 0.19% | −81−8.2% | Reduced |
| First Bank & Trust | 917 | $302.3K | 0.08% | −53−5.5% | Reduced |
| Financial Insights, Inc. | 964 | $303.2K | 0.11% | −39−3.9% | Reduced |
| Washington Trust Bank | 931 | $306.9K | 0.03% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 932 | $307.0K | 0.13% | −12−1.3% | Reduced |
| IHT Wealth Management, LLC | 943 | $310.8K | 0.02% | −146−13.4% | Reduced |
| Advisors Asset Management, Inc. | 945 | $311.5K | 0.01% | +258+37.6% | Added |
| Oliver Luxxe Assets LLC | 956 | $315.2K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 959 | $316.2K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 962 | $317.2K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 966 | $318.5K | 0.04% | +1+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 969 | $319.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 981 | $323.4K | 0.05% | −4−0.4% | Reduced |
| Johnson Financial Group, Inc. | 983 | $324.1K | 0.02% | −307−23.8% | Reduced |
| Hamilton Capital Partners Inc. | 989 | $326.1K | 0.12% | −225−18.5% | Reduced |
| BLB&B Advisors, LLC | 998 | $329.0K | 0.02% | +50+5.3% | Added |
| Van Strum & Towne Inc. | 1,000 | $329.7K | 0.14% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $329.7K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $329.7K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $329.7K | 0.32% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,002 | $330.2K | 0.02% | −7−0.7% | Reduced |
| Rothschild Investment Corp | 1,003 | $331.0K | 0.03% | +94+10.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,006 | $331.7K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,010 | $333.0K | 0.04% | −51−4.8% | Reduced |
| Beacon Financial Group | 994 | $336.0K | 0.05% | +182+22.4% | Added |
| Citizens Financial Group Inc | 1,022 | $336.9K | 0.01% | −828−44.8% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $338.3K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,029 | $339.2K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 1,035 | $341.2K | 0.05% | +7+0.7% | Added |
| Wealthspire Advisors, LLC | 1,047 | $345.2K | 0.01% | +141+15.6% | Added |
| Karpas Strategies, LLC | 1,060 | $349.5K | 0.13% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,106 | $350.0K | 0.17% | −22−2.0% | Reduced |
| Busey Wealth Management | 1,066 | $351.4K | 0.02% | +113+11.9% | Added |
| United Capital Financial Advisers, LLC | 1,069 | $352.5K | 0.00% | −313−22.6% | Reduced |
| Focus Financial Network, Inc. | 1,071 | $353.1K | 0.02% | −9−0.8% | Reduced |
| Everett Harris & Co | 1,072 | $353.4K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,073 | $354.0K | 0.21% | −70−6.1% | Reduced |
| Pinnacle Financial Partners Inc | 1,078 | $355.4K | 0.01% | −149−12.1% | Reduced |
| Bryn Mawr Trust Co | 1,080 | $355.9K | 0.02% | +15+1.4% | Added |
| Aquatic Capital Management LLC | 1,080 | $356.0K | 0.01% | +1,080 | New |
| Evercore Wealth Management, LLC | 1,082 | $356.7K | 0.01% | −56−4.9% | Reduced |
| Global Retirement Partners, LLC | 1,125 | $357.7K | 0.02% | +9+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,086 | $358.0K | 0.01% | −10−0.9% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $360.0K | 0.40% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $360.3K | 0.05% | 00.0% | Unchanged |
| Enzi Wealth | 1,110 | $360.6K | 0.19% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,094 | $360.7K | 0.06% | +13+1.2% | Added |
| Gotham Asset Management, LLC | 1,096 | $361.3K | 0.01% | +120+12.3% | Added |
| Pinnacle Associates Ltd | 1,099 | $362.2K | 0.01% | +67+6.5% | Added |
| Eudaimonia Partners, LLC | 1,109 | $365.6K | 0.09% | −12−1.1% | Reduced |
| Burt Wealth Advisors | 1,111 | $366.3K | 0.11% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,115 | $367.6K | 0.04% | +1,115 | New |
| Penserra Capital Management LLC | 1,123 | $368.0K | 0.01% | −75−6.3% | Reduced |
| Sunflower Bank, N.A. | 1,129 | $372.2K | 0.09% | −18−1.6% | Reduced |
| Carlson Capital Management | 1,137 | $374.8K | 0.02% | +4+0.4% | Added |
| Cigna Investments Inc | 1,141 | $376.0K | 0.09% | −144−11.2% | Reduced |
| PEAK6 Investments LLC | 1,153 | $380.1K | 0.02% | +1,151+57,550.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $380.1K | 0.08% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,167 | $384.7K | 0.21% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,177 | $388.0K | 0.02% | −91−7.2% | Reduced |
| Invst, LLC | 1,177 | $388.0K | 0.06% | +50+4.4% | Added |
| Ameritas Investment Partners, Inc. | 1,184 | $390.3K | 0.02% | −52−4.2% | Reduced |
| Summit Global Investments | 1,192 | $393.0K | 0.03% | +1,192 | New |
| Weil Company, Inc. | 1,200 | $395.6K | 0.20% | 00.0% | Unchanged |
| Old Port Advisors | 1,215 | $400.5K | 0.15% | +1,215 | New |
| Wellington Shields Capital Management, LLC | 1,220 | $402.2K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,226 | $404.2K | 0.02% | −302−19.8% | Reduced |
| Trust Asset Management LLC | 1,230 | $405.5K | 0.04% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,237 | $408.0K | 0.10% | +1,237 | New |
| Power Corp of Canada | 1,239 | $408.5K | 0.03% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $409.5K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 1,249 | $411.8K | 0.01% | +1,249 | New |
| Valeo Financial Advisors, LLC | 1,255 | $413.8K | 0.02% | +59+4.9% | Added |
| Perritt Capital Management Inc | 1,259 | $414.9K | 0.24% | −5−0.4% | Reduced |
| Panagora Asset Management Inc | 1,262 | $416.1K | 0.00% | −37,313−96.7% | Reduced |
| Allworth Financial LP | 1,267 | $417.8K | 0.00% | +26+2.1% | Added |