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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 1,910 | $629.8K | 0.05% | +226+13.4% | Added |
| Stonegate Investment Group, LLC | 1,919 | $632.6K | 0.02% | −10−0.5% | Reduced |
| Mather Group, LLC. | 1,935 | $637.8K | 0.01% | −103−5.1% | Reduced |
| Stokes Capital Advisors, LLC | 1,950 | $642.9K | 0.22% | −95−4.6% | Reduced |
| Pacific Capital Partners Ltd | 1,962 | $646.8K | 0.39% | +1,962 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,971 | $649.8K | 0.02% | +125+6.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,998 | $658.7K | 0.27% | +471+30.8% | Added |
| CTC Alternative Strategies, Ltd. | 2,000 | $659.4K | 1.24% | +2,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,007 | $661.7K | 0.31% | +2,007 | New |
| Kinneret Advisory, LLC | 2,008 | $662.0K | 0.08% | −10.0% | Reduced |
| Synovus Financial Corp | 2,019 | $665.6K | 0.01% | −26−1.3% | Reduced |
| Armstrong Shaw Associates Inc | 2,020 | $666.0K | 0.70% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 2,030 | $669.3K | 0.28% | −330−14.0% | Reduced |
| Old North State Trust, LLC | 2,042 | $673.0K | 0.52% | +103+5.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,067 | $681.4K | 0.69% | −174−7.8% | Reduced |
| Gateway Advisory, LLC | 2,081 | $686.1K | 0.14% | +34+1.7% | Added |
| Hancock Whitney Corp | 2,083 | $686.7K | 0.03% | +675+47.9% | Added |
| Strategic Investment Solutions, Inc. | 2,016 | $687.9K | 0.01% | +1,984+6,200.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $690.7K | 0.20% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,100 | $692.3K | 0.05% | +2,100 | New |
| Integrated Advisors Network LLC | 2,108 | $694.9K | 0.04% | −35−1.6% | Reduced |
| Lindbrook Capital, LLC | 2,116 | $697.6K | 0.08% | +5+0.2% | Added |
| Eqis Capital Management, Inc. | 2,122 | $699.6K | 0.09% | +277+15.0% | Added |
| EPG Wealth Management LLC | 2,123 | $700.0K | 0.21% | +217+11.4% | Added |
| Stratos Wealth Partners, LTD. | 2,143 | $706.7K | 0.02% | +81+3.9% | Added |
| Gateway Investment Advisers LLC | 2,147 | $707.8K | 0.01% | −159−6.9% | Reduced |
| Mairs & Power Inc | 2,162 | $712.8K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,176 | $717.4K | 0.21% | +2,176 | New |
| Balentine LLC | 2,186 | $720.7K | 0.02% | −11−0.5% | Reduced |
| Qsemble Capital Management, LP | 2,200 | $725.3K | 0.14% | +2,200 | New |
| Invesco, LLC | 2,218 | $731.2K | 0.37% | −169−7.1% | Reduced |
| Diversified Trust Co | 2,235 | $736.8K | 0.03% | +1,311+141.9% | Added |
| Signaturefd, LLC | 2,238 | $737.8K | 0.02% | +31+1.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,233 | $738.0K | 0.07% | −188−7.8% | Reduced |
| Cavalier Investments, LLC | 2,257 | $744.1K | 0.29% | +70+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,291 | $755.3K | 0.05% | +87+3.9% | Added |
| Resources Investment Advisors, LLC. | 2,299 | $757.8K | 0.02% | −43−1.8% | Reduced |
| Banque Cantonale Vaudoise | 2,297 | $758.0K | 0.04% | +724+46.0% | Added |
| Independent Advisor Alliance | 2,358 | $777.4K | 0.04% | +365+18.3% | Added |
| Clearstead Advisors, LLC | 2,378 | $784.0K | 0.05% | +996+72.1% | Added |
| Pettee Investors, Inc. | 2,400 | $791.2K | 0.38% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,421 | $798.3K | 0.37% | −93−3.7% | Reduced |
| CWM, LLC | 2,433 | $802.0K | 0.00% | +69+2.9% | Added |
| Adviser Investments LLC | 2,457 | $810.0K | 0.02% | +7+0.3% | Added |
| Fayez Sarofim & Co | 2,470 | $814.3K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,480 | $818.0K | 0.27% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,527 | $833.1K | 0.01% | +127+5.3% | Added |
| Brendel Financial Advisors LLC | 2,534 | $835.0K | 1.24% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,540 | $837.4K | 0.10% | +74+3.0% | Added |
| Shell Asset Management Co | 2,564 | $845.0K | 0.03% | −90−3.4% | Reduced |
| Gator Capital Management, LLC | 2,600 | $857.2K | 0.61% | 00.0% | Unchanged |
| Bailard, Inc. | 2,620 | $863.8K | 0.03% | +1,501+134.1% | Added |
| Personal Cfo Solutions, LLC | 2,658 | $876.5K | 0.17% | −72−2.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,662 | $877.6K | 0.12% | +295+12.5% | Added |
| Veriti Management LLC | 2,672 | $881.0K | 0.10% | +193+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,686 | $885.5K | 0.04% | +150+5.9% | Added |
| EHP Funds Inc. | 2,700 | $890.1K | 0.42% | −2,520−48.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $890.1K | 0.25% | −200−6.9% | Reduced |
| Eisler Capital (UK) Ltd. | 2,706 | $892.1K | 0.04% | −253−8.6% | Reduced |
| Bleakley Financial Group, LLC | 2,720 | $896.7K | 0.03% | −320−10.5% | Reduced |
| Sawtooth Solutions, LLC | 2,720 | $896.7K | 0.03% | −317−10.4% | Reduced |
| HM Payson & Co | 2,751 | $907.1K | 0.02% | +90+3.4% | Added |
| Jacobs Levy Equity Management, Inc | 2,792 | $920.5K | 0.01% | +2,792 | New |
| Qtron Investments LLC | 2,795 | $921.5K | 0.18% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,801 | $923.4K | 0.03% | +22+0.8% | Added |
| Tectonic Advisors LLC | 2,827 | $932.0K | 0.09% | +855+43.4% | Added |
| Empowered Funds, LLC | 2,828 | $932.3K | 0.03% | +1,946+220.6% | Added |
| HB Wealth Management, LLC | 2,834 | $934.3K | 0.02% | +222+8.5% | Added |
| Park Place Capital Corp | 2,848 | $939.0K | 0.27% | +258+10.0% | Added |
| Private Asset Management Inc | 2,850 | $939.6K | 0.22% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,858 | $942.2K | 0.12% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,866 | $944.9K | 0.75% | −2−0.1% | Reduced |
| M. Kulyk & Associates, LLC | 2,874 | $947.5K | 0.26% | −48−1.6% | Reduced |
| Sandy Cove Advisors, LLC | 2,880 | $949.5K | 0.55% | −185−6.0% | Reduced |
| Skba Capital Management LLC | 2,895 | $954.4K | 0.18% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,922 | $963.3K | 0.02% | +165+6.0% | Added |
| AIA Group Ltd | 2,926 | $964.6K | 0.05% | +2,629+885.2% | Added |
| Toroso Investments, LLC | 2,932 | $966.6K | 0.03% | +328+12.6% | Added |
| Meeder Advisory Services, Inc. | 2,938 | $968.6K | 0.12% | −574−16.3% | Reduced |
| Pitcairn Co | 2,952 | $973.2K | 0.08% | +60+2.1% | Added |
| Genus Capital Management Inc. | 2,954 | $973.9K | 0.15% | −7,100−70.6% | Reduced |
| Siemens Fonds Invest GmbH | 2,957 | $974.9K | 0.10% | −264−8.2% | Reduced |
| Coldstream Capital Management Inc | 2,962 | $976.5K | 0.03% | +452+18.0% | Added |
| Citadel Advisors LLC | 3,026 | $997.6K | 0.00% | +3,026 | New |
| Wedmont Private Capital | 3,074 | $1.00M | 0.10% | +142+4.8% | Added |
| Vinva Investment Management Ltd | 3,067 | $1.01M | 0.10% | −231−7.0% | Reduced |
| Umb Bank N A | 3,079 | $1.02M | 0.02% | −85−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,094 | $1.02M | 0.03% | +340+12.3% | Added |
| Trust Co of Vermont | 3,097 | $1.02M | 0.07% | −358−10.4% | Reduced |
| Vident Advisory, LLC | 3,104 | $1.02M | 0.03% | +3,104 | New |
| DRW Securities, LLC | 3,140 | $1.03M | 0.08% | −3,835−55.0% | Reduced |
| Bridges Investment Management Inc | 3,155 | $1.04M | 0.04% | −64−2.0% | Reduced |
| Bank Ozk | 3,159 | $1.04M | 0.57% | +1,717+119.1% | Added |
| Unigestion Holding SA | 3,157 | $1.04M | 0.06% | −1,383−30.5% | Reduced |
| Montecito Bank & Trust | 3,168 | $1.04M | 0.24% | +367+13.1% | Added |
| Pring Turner Capital Group Inc | 3,176 | $1.05M | 0.88% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,198 | $1.05M | 0.05% | −351−9.9% | Reduced |
| Jefferies Financial Group Inc. | 3,200 | $1.05M | 0.03% | +3,200 | New |
| Courier Capital LLC | 3,210 | $1.06M | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,217 | $1.06M | 0.14% | −233−6.8% | Reduced |