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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 103,139 | $148.3K | 0.02% | +10.0% | Added |
| Larson Financial Group LLC | 448 | $147.7K | 0.01% | +146+48.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 445 | $147.0K | 0.00% | +11+2.5% | Added |
| Tortoise Investment Management, LLC | 440 | $145.1K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $143.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 433 | $142.8K | 0.07% | +32+8.0% | Added |
| Parkside Financial Bank & Trust | 432 | $142.4K | 0.03% | +27+6.7% | Added |
| Macroview Investment Management LLC | 420 | $138.5K | 0.19% | +420 | New |
| GHP Investment Advisors, Inc. | 419 | $136.0K | 0.01% | +1+0.2% | Added |
| Baystate Wealth Management LLC | 402 | $132.6K | 0.01% | +402 | New |
| Independence Bank of Kentucky | 385 | $126.9K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 384 | $126.6K | 0.01% | +384 | New |
| Ronald Blue Trust, Inc. | 377 | $125.0K | 0.00% | +38+11.2% | Added |
| United Community Bank | 369 | $121.7K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 364 | $120.0K | 0.03% | +132+56.9% | Added |
| Webster Bank, N. A. | 359 | $118.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $118.0K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 351 | $115.7K | 0.01% | −108−23.5% | Reduced |
| CoreFirst Bank & Trust | 342 | $112.8K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 340 | $112.0K | 0.06% | +65+23.6% | Added |
| Centaurus Financial, Inc. | 329 | $108.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 327 | $106.7K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 314 | $103.5K | 0.02% | +212+207.8% | Added |
| Motco | 313 | $103.2K | 0.01% | +76+32.1% | Added |
| North Star Investment Management Corp. | 307 | $101.2K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 305 | $100.5K | 0.05% | +5+1.7% | Added |
| Alta Advisers Ltd | 300 | $98.9K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 294 | $96.9K | 0.01% | +294 | New |
| C M Bidwell & Associates Ltd | 291 | $95.9K | 0.07% | −728−71.4% | Reduced |
| Kelly Financial Services LLC | 290 | $95.6K | 0.04% | −17−5.5% | Reduced |
| Hexagon Capital Partners LLC | 285 | $94.0K | 0.02% | −8−2.7% | Reduced |
| Zions Bancorporation, N.A. | 271 | $89.3K | 0.01% | −5−1.8% | Reduced |
| Resources Management Corp | 265 | $88.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $86.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $85.7K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $83.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $82.4K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $80.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $79.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $78.1K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 222 | $73.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 213 | $70.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 209 | $68.9K | 0.01% | −46−18.0% | Reduced |
| Stonebridge Capital Advisors LLC | 200 | $65.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 199 | $65.6K | 0.03% | −36−15.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $65.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $64.8K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 196 | $64.6K | 0.01% | +12+6.5% | Added |
| Harbor Investment Advisory, LLC | 191 | $63.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $61.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 185 | $61.0K | 0.03% | +185 | New |
| Raleigh Capital Management Inc. | 184 | $60.5K | 0.03% | +51+38.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 180 | $59.3K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 175 | $57.7K | 0.01% | −3−1.7% | Reduced |
| Lowe Wealth Advisors, LLC | 167 | $55.1K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 163 | $53.7K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $52.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $52.4K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $50.4K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $50.1K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $49.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $48.8K | 0.01% | +2+1.4% | Added |
| West Paces Advisors Inc. | 142 | $46.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 141 | $46.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $45.2K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 137 | $45.2K | 0.00% | −98−41.7% | Reduced |
| Private Ocean, LLC | 132 | $43.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $43.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 112 | $37.0K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $34.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 104 | $34.3K | 0.00% | +10+10.6% | Added |
| Covestor Ltd | 100 | $34.0K | 0.03% | −8−7.4% | Reduced |
| Westside Investment Management, Inc. | 102 | $33.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $33.0K | 0.00% | +66+194.1% | Added |
| Delta Asset Management LLC | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 96 | $31.6K | 0.02% | −176−64.7% | Reduced |
| PFS Partners, LLC | 95 | $31.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 95 | $31.3K | 0.01% | +41+75.9% | Added |
| Close Asset Management Ltd | 95 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $30.3K | 0.01% | −6−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 92 | $30.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 93 | $30.0K | 0.00% | +7+8.1% | Added |
| Carmel Capital Partners, LLC | 90 | $29.7K | 0.01% | +90 | New |
| Piscataqua Savings Bank | 90 | $29.7K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $29.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $28.7K | 0.01% | +64+278.3% | Added |
| Flaharty Asset Management, LLC | 87 | $28.7K | 0.00% | +87 | New |
| Geneos Wealth Management Inc. | 81 | $26.7K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 80 | $26.2K | 0.02% | +1+1.3% | Added |
| Adirondack Trust Co | 79 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 78 | $25.7K | 0.01% | +6+8.3% | Added |
| Emfo, LLC | 76 | $25.1K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 79 | $24.6K | 0.00% | +79 | New |
| American National Bank | 71 | $23.4K | 0.00% | +71 | New |
| Roble, Belko & Company, Inc | 69 | $23.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 68 | $22.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $22.1K | 0.01% | +67 | New |
| Financial Management Professionals, Inc. | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 63 | $20.8K | 0.00% | −131−67.5% | Reduced |