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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 1,277 | $421.0K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,291 | $425.0K | 0.07% | +1,291 | New |
| Cape Cod Five Cents Savings Bank | 1,292 | $425.9K | 0.02% | +655+102.8% | Added |
| Wedbush Securities Inc | 1,293 | $426.0K | 0.02% | +10+0.8% | Added |
| Estabrook Capital Management | 1,300 | $428.6K | 0.08% | −200−13.3% | Reduced |
| Coastline Trust Co | 1,300 | $428.6K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,301 | $429.2K | 0.04% | −184−12.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,308 | $431.2K | 0.24% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,314 | $433.2K | 0.05% | +1,314 | New |
| Northcape Wealth Management, LLC | 1,317 | $434.2K | 0.17% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,296 | $435.1K | 0.17% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,324 | $435.6K | 0.18% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 1,324 | $436.5K | 0.01% | +86+6.9% | Added |
| Point72 Middle East FZE | 1,332 | $439.1K | 0.03% | +1,332 | New |
| St Germain D J Co Inc | 1,333 | $439.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,336 | $440.0K | 0.00% | +34+2.6% | Added |
| Checchi Capital Advisers, LLC | 1,340 | $441.8K | 0.04% | −24−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 1,342 | $442.4K | 0.03% | +610+83.3% | Added |
| Dakota Community Bank & Trust NA | 1,343 | $442.8K | 2.82% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,350 | $445.1K | 0.14% | +51+3.9% | Added |
| KLR Investment Advisors, LLC | 1,455 | $446.0K | 0.41% | −146−9.1% | Reduced |
| Martingale Asset Management L P | 1,367 | $450.7K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,386 | $456.9K | 0.04% | −359−20.6% | Reduced |
| Mission Wealth Management, LP | 1,390 | $458.1K | 0.02% | +43+3.2% | Added |
| We Are One Seven, LLC | 1,398 | $460.9K | 0.04% | −251−15.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,398 | $460.9K | 0.15% | −2−0.1% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $462.9K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,412 | $465.5K | 0.37% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,415 | $466.5K | 0.02% | −40−2.7% | Reduced |
| Horizon Investments, LLC | 1,429 | $469.2K | 0.01% | +8+0.6% | Added |
| IFG Advisory, LLC | 1,439 | $474.4K | 0.04% | +1,439 | New |
| Sage Mountain Advisors LLC | 1,440 | $474.7K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,446 | $476.8K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,467 | $483.6K | 0.08% | +111+8.2% | Added |
| Camden Capital, LLC | 1,468 | $483.9K | 0.06% | +296+25.3% | Added |
| Becker Capital Management Inc | 1,468 | $484.0K | 0.02% | −350−19.3% | Reduced |
| Renasant Bank | 1,469 | $484.3K | 0.41% | +164+12.6% | Added |
| TrinityPoint Wealth, LLC | 1,470 | $484.7K | 0.10% | +356+32.0% | Added |
| 1776 Wealth LLC | 1,472 | $485.3K | 0.26% | −61−4.0% | Reduced |
| Insight Advisors, LLC | 1,477 | $486.9K | 0.11% | −43−2.8% | Reduced |
| Eagle Global Advisors LLC | 1,480 | $487.9K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,481 | $488.0K | 0.02% | +725+95.9% | Added |
| Coastal Bridge Advisors, LLC | 1,485 | $489.6K | 0.13% | +3+0.2% | Added |
| Westpac Banking Corp | 1,500 | $494.5K | 0.04% | −6,374−80.9% | Reduced |
| Gabelli Funds LLC | 1,500 | $494.5K | 0.00% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,509 | $497.5K | 0.49% | −1−0.1% | Reduced |
| Ballentine Partners, LLC | 1,513 | $498.8K | 0.01% | +8+0.5% | Added |
| Basepoint Wealth LLC | 1,520 | $501.1K | 0.41% | +6+0.4% | Added |
| Zhang Financial LLC | 1,521 | $501.4K | 0.05% | +419+38.0% | Added |
| Congress Wealth Management LLC | 1,529 | $504.1K | 0.01% | −1−0.1% | Reduced |
| Accel Wealth Management | 1,542 | $508.2K | 0.28% | −16−1.0% | Reduced |
| Vishria Bird Financial Group, LLC | 1,544 | $509.0K | 0.29% | +93+6.4% | Added |
| Charter Oak Capital Management, LLC | 1,544 | $509.0K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,548 | $510.3K | 0.22% | +728+88.8% | Added |
| EP Wealth Advisors, LLC | 1,553 | $512.0K | 0.01% | +120+8.4% | Added |
| Gladstone Institutional Advisory LLC | 1,567 | $516.6K | 0.03% | −39−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,570 | $517.7K | 0.05% | −28−1.8% | Reduced |
| DoubleLine ETF Adviser LP | 1,580 | $520.9K | 0.19% | +15+1.0% | Added |
| Plimoth Trust Co LLC | 1,590 | $524.2K | 0.16% | −90−5.4% | Reduced |
| TrimTabs Asset Management, LLC | 1,594 | $525.5K | 0.28% | +1,594 | New |
| Ancora Advisors, LLC | 1,603 | $528.5K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $530.5K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,621 | $534.4K | 0.09% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,625 | $535.7K | 0.01% | −14,739−90.1% | Reduced |
| Grimes & Company, Inc. | 1,632 | $538.2K | 0.02% | +12+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,634 | $538.7K | 0.01% | −103−5.9% | Reduced |
| Geller Advisors LLC | 1,643 | $541.7K | 0.06% | +83+5.3% | Added |
| Moody National Bank Trust Division | 1,644 | $542.0K | 0.04% | −107−6.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,647 | $543.0K | 0.09% | −2,587−61.1% | Reduced |
| Guinness Asset Management LTD | 1,652 | $544.6K | 0.01% | −186−10.1% | Reduced |
| Insigneo Advisory Services, LLC | 1,675 | $552.2K | 0.11% | +101+6.4% | Added |
| Spinnaker Trust | 1,685 | $555.5K | 0.04% | +600+55.3% | Added |
| Syon Capital LLC | 1,693 | $558.2K | 0.07% | +1,693 | New |
| Argent Trust Co | 1,695 | $558.8K | 0.03% | +11+0.7% | Added |
| Transcend Wealth Collective, LLC | 1,699 | $560.1K | 0.05% | −434−20.3% | Reduced |
| Stephens Inc | 1,701 | $560.8K | 0.01% | +170+11.1% | Added |
| Legacy Trust | 1,704 | $561.8K | 0.16% | −31−1.8% | Reduced |
| First Commonwealth Financial Corp | 1,722 | $567.7K | 0.19% | −42−2.4% | Reduced |
| Quent Capital, LLC | 1,727 | $569.5K | 0.09% | +226+15.1% | Added |
| Assetmark, Inc | 1,728 | $569.6K | 0.00% | +93+5.7% | Added |
| Pennsylvania Capital Management Inc | 1,737 | $572.7K | 0.24% | +2+0.1% | Added |
| Grove Bank & Trust | 1,737 | $572.7K | 0.12% | +99+6.0% | Added |
| Boston Financial Mangement LLC | 1,745 | $575.3K | 0.02% | −80−4.4% | Reduced |
| Rathbone Brothers plc | 1,747 | $576.0K | 0.00% | +1,085+163.9% | Added |
| SG Americas Securities, LLC | 1,753 | $578.0K | 0.01% | −6,430−78.6% | Reduced |
| Ritholtz Wealth Management | 1,755 | $578.6K | 0.03% | +131+8.1% | Added |
| Front Barnett Associates LLC | 1,762 | $581.0K | 0.07% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,772 | $584.2K | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,773 | $584.5K | 0.03% | +303+20.6% | Added |
| Alberta Investment Management Corp | 1,800 | $593.4K | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 1,827 | $602.3K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,828 | $602.7K | 0.36% | +79+4.5% | Added |
| Ropes Wealth Advisors LLC | 1,885 | $621.4K | 0.12% | −2,156−53.4% | Reduced |
| Prosperity Consulting Group, LLC | 1,885 | $621.6K | 0.29% | +33+1.8% | Added |
| Pearl River Capital, LLC | 1,886 | $621.8K | 0.10% | −553−22.7% | Reduced |
| Colony Group LLC | 1,890 | $623.0K | 0.01% | −44−2.3% | Reduced |
| IFP Advisors, Inc | 1,899 | $626.1K | 0.03% | −26−1.4% | Reduced |
| Versor Investments LP | 1,900 | $626.4K | 0.13% | +1,900 | New |
| Lincoln National Corp | 1,906 | $628.5K | 0.01% | +93+5.1% | Added |
| Evergreen Capital Management LLC | 1,910 | $629.7K | 0.03% | +20+1.1% | Added |