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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 6,111 | $2.03M | 0.05% | −422−6.5% | Reduced |
| Symmetry Partners, LLC | 6,162 | $2.03M | 0.11% | −123−2.0% | Reduced |
| Flputnam Investment Management Co | 6,171 | $2.03M | 0.06% | +457+8.0% | Added |
| Family Management Corp | 6,176 | $2.04M | 0.47% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,219 | $2.05M | 0.01% | +61+1.0% | Added |
| Great Lakes Retirement, Inc. | 6,256 | $2.06M | 0.37% | +38+0.6% | Added |
| Savant Capital, LLC | 6,264 | $2.07M | 0.03% | −109−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $2.09M | 0.09% | +10.0% | Added |
| Ontario Teachers Pension Plan Board | 6,347 | $2.09M | 0.02% | +869+15.9% | Added |
| Louisiana State Employees Retirement System | 6,400 | $2.11M | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 6,442 | $2.12M | 0.42% | +1,980+44.4% | Added |
| Bridgeway Capital Management, LLC | 6,540 | $2.16M | 0.05% | +40+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,574 | $2.17M | 0.21% | +6,574 | New |
| Pacer Advisors, Inc. | 6,649 | $2.19M | 0.01% | +161+2.5% | Added |
| Chesley Taft & Associates LLC | 6,704 | $2.21M | 0.14% | −9−0.1% | Reduced |
| TownSquare Capital, LLC | 6,797 | $2.24M | 0.04% | +790+13.2% | Added |
| Burney Co | 6,854 | $2.26M | 0.11% | +97+1.4% | Added |
| Mirabella Financial Services LLP | 6,894 | $2.27M | 0.32% | +6,894 | New |
| Malaga Cove Capital, LLC | 6,904 | $2.28M | 1.05% | −80−1.1% | Reduced |
| New Hampshire Trust | 6,933 | $2.29M | 0.62% | +139+2.0% | Added |
| Johnson Investment Counsel Inc | 6,947 | $2.29M | 0.03% | −240−3.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.29M | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,976 | $2.30M | 0.11% | +6,316+957.0% | Added |
| Hartford Investment Management Co | 7,006 | $2.31M | 0.09% | −306−4.2% | Reduced |
| FineMark National Bank & Trust | 7,046 | $2.32M | 0.10% | +6+0.1% | Added |
| CNB Bank | 7,194 | $2.37M | 1.40% | −182−2.5% | Reduced |
| Great Lakes Advisors, LLC | 7,350 | $2.42M | 0.02% | +686+10.3% | Added |
| Securian Asset Management, Inc | 7,365 | $2.43M | 0.07% | −1,403−16.0% | Reduced |
| Alaska Permanent Fund Corp | 7,400 | $2.44M | 0.05% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 7,500 | $2.47M | 0.17% | −200−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,505 | $2.47M | 0.01% | −678−8.3% | Reduced |
| Great Diamond Partners, LLC | 7,559 | $2.49M | 0.67% | +94+1.3% | Added |
| Carret Asset Management, LLC | 7,625 | $2.51M | 0.35% | −5−0.1% | Reduced |
| Loudon Investment Management, LLC | 7,721 | $2.55M | 1.75% | −137−1.7% | Reduced |
| Brinker Capital Investments, LLC | 7,760 | $2.56M | 0.03% | −32−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 7,760 | $2.56M | 0.03% | −32−0.4% | Reduced |
| Castellan Group, LLC | 7,808 | $2.57M | 1.81% | +493+6.7% | Added |
| Perigon Wealth Management, LLC | 7,872 | $2.60M | 0.11% | +246+3.2% | Added |
| GWM Advisors LLC | 7,944 | $2.62M | 0.03% | +460+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 7,961 | $2.62M | 0.05% | −192−2.4% | Reduced |
| Bartlett & Co. LLC | 7,961 | $2.63M | 0.05% | −192−2.4% | Reduced |
| Briggs Advisory Group, Inc. | 8,009 | $2.64M | 1.51% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,015 | $2.64M | 0.01% | −22,248−73.5% | Reduced |
| Maryland State Retirement & Pension System | 8,028 | $2.65M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,059 | $2.66M | 0.09% | −317−3.8% | Reduced |
| CIBC World Markets Inc. | 8,115 | $2.67M | 0.01% | +3,365+70.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 8,134 | $2.68M | 2.29% | +1,298+19.0% | Added |
| Tower Bridge Advisors | 8,139 | $2.68M | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,151 | $2.69M | 0.07% | −749−8.4% | Reduced |
| New Potomac Partners, LLC | 8,251 | $2.72M | 1.87% | −229−2.7% | Reduced |
| Arjuna Capital | 8,355 | $2.75M | 0.99% | +5,246+168.7% | Added |
| FORA Capital, LLC | 8,362 | $2.76M | 0.24% | +8,362 | New |
| Northwestern Mutual Wealth Management Co | 8,454 | $2.79M | 0.00% | −134−1.6% | Reduced |
| IMA Wealth, Inc. | 8,593 | $2.83M | 0.73% | −233−2.6% | Reduced |
| Daiwa Securities Group Inc. | 8,602 | $2.84M | 0.02% | −181−2.1% | Reduced |
| Cetera Investment Advisers | 8,627 | $2.84M | 0.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 8,655 | $2.85M | 0.28% | +7,870+1,002.5% | Added |
| Sustainable Insight Capital Management, LLC | 8,713 | $2.87M | 2.82% | +8,713 | New |
| Edmp, Inc. | 8,733 | $2.88M | 2.94% | +1,369+18.6% | Added |
| Kestra Advisory Services, LLC | 8,979 | $2.96M | 0.03% | +169+1.9% | Added |
| Journey Advisory Group, LLC | 9,071 | $2.99M | 0.45% | +826+10.0% | Added |
| Achmea Investment Management B.V. | 9,353 | $3.08M | 0.07% | −4,352−31.8% | Reduced |
| Eagle Asset Management Inc | 9,377 | $3.09M | 0.02% | +170+1.8% | Added |
| British Columbia Investment Management Corp | 9,479 | $3.13M | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,483 | $3.13M | 0.05% | +874+10.2% | Added |
| Mackenzie Financial Corp | 10,052 | $3.19M | 0.01% | +319+3.3% | Added |
| Gulf International Bank (UK) Ltd | 9,724 | $3.21M | 0.09% | −842−8.0% | Reduced |
| Raymond James Trust N.A. | 9,880 | $3.26M | 0.10% | −179−1.8% | Reduced |
| L2 Asset Management, LLC | 397 | $3.26M | 1.57% | −10,187−96.2% | Reduced |
| Bessemer Group Inc | 9,902 | $3.26M | 0.01% | +57+0.6% | Added |
| SOA Wealth Advisors, LLC. | 9,927 | $3.27M | 0.81% | +8+0.1% | Added |
| TD Private Client Wealth LLC | 9,940 | $3.28M | 0.14% | +98+1.0% | Added |
| Fulton Bank, N.A. | 10,036 | $3.31M | 0.16% | −1,009−9.1% | Reduced |
| AE Wealth Management LLC | 10,079 | $3.32M | 0.02% | +769+8.3% | Added |
| BancorpSouth Bank | 10,247 | $3.38M | 0.30% | +29+0.3% | Added |
| Trexquant Investment LP | 10,424 | $3.44M | 0.09% | +7,423+247.4% | Added |
| Red Cedar Investment Management, LLC | 10,522 | $3.47M | 0.53% | +98+0.9% | Added |
| Illinois Municipal Retirement Fund | 10,521 | $3.47M | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,556 | $3.48M | 0.08% | −1,881−15.1% | Reduced |
| Graham Capital Management, L.P. | 10,671 | $3.52M | 0.11% | +10,671 | New |
| Wealthfront Advisers LLC | 10,697 | $3.53M | 0.02% | −358−3.2% | Reduced |
| Pathstone Family Office, LLC | 11,146 | $3.70M | 0.03% | +3,863+53.0% | Added |
| American Assets Investment Management, LLC | 11,250 | $3.71M | 0.41% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,517 | $3.80M | 0.01% | +807+7.5% | Added |
| LMCG Investments, LLC | 11,552 | $3.81M | 0.26% | −3,436−22.9% | Reduced |
| Gamco Investors, Inc. Et Al | 11,564 | $3.81M | 0.04% | −50−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,623 | $3.83M | 0.42% | −500−4.1% | Reduced |
| Erste Asset Management GmbH | 11,822 | $3.90M | 0.07% | +822+7.5% | Added |
| Ethic Inc. | 12,043 | $3.97M | 0.14% | +3,490+40.8% | Added |
| Railway Pension Investments Ltd | 12,100 | $3.99M | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12,237 | $4.03M | 0.62% | +488+4.2% | Added |
| Hohimer Wealth Management, LLC | 12,291 | $4.05M | 1.16% | −261−2.1% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 12,400 | $4.09M | 0.01% | +12,400 | New |
| Bank of Nova Scotia | 12,432 | $4.10M | 0.01% | +2,362+23.5% | Added |
| Cetera Advisor Networks LLC | 12,535 | $4.13M | 0.03% | +3,447+37.9% | Added |
| Cyndeo Wealth Partners, LLC | 12,650 | $4.17M | 0.43% | +957+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,859 | $4.24M | 0.01% | −2,784−17.8% | Reduced |
| ING Groep NV | 12,884 | $4.25M | 0.04% | +12,884 | New |
| Pinebridge Investments, L.P. | 12,983 | $4.28M | 0.05% | −120,759−90.3% | Reduced |
| Atria Investments LLC | 13,059 | $4.30M | 0.08% | −588−4.3% | Reduced |