Ameriprise Financial Inc

AMP

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000820027

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,087 institutions

Value heldQ3 2023: $28.1B

Institutions holding AMP and their total value by quarter
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	1,362	$43.0B
Q1 2025	1,369	$40.2B
Q4 2024	1,391	$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.

Institutions holding AMP in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Key Financial Inc	61	$20.1K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	63	$20.0K	0.01%	+9+16.7%	Added
Creative Capital Management Investments LLC	56	$18.5K	0.01%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	56	$18.4K	0.00%	+56	New
Toth Financial Advisory Corp	55	$18.1K	0.00%	+35+175.0%	Added
Founders Capital Management	48	$15.8K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	46	$15.2K	0.01%	00.0%	Unchanged
FIL Ltd	43	$14.2K	0.00%	+2+4.9%	Added
Core Alternative Capital	42	$13.9K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	40	$13.2K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	40	$13.2K	0.00%	+26+185.7%	Added
Earnest Partners LLC	37	$12.2K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	37	$12.2K	0.00%	+20+117.6%	Added
Quarry LP	36	$11.9K	0.01%	+36	New
Intrepid Capital Management Inc	34	$11.2K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	33	$10.7K	0.00%	+32+3,200.0%	Added
Prestige Wealth Management Group LLC	32	$10.6K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	32	$10.0K	0.00%	−9−22.0%	Reduced
Tyler-Stone Wealth Management	30	$10.0K	0.01%	00.0%	Unchanged
Sandy Spring Bank	30	$9.89K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	30	$9.89K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	30	$9.89K	0.00%	00.0%	Unchanged
MCF Advisors LLC	29	$9.56K	0.00%	+9+45.0%	Added
Versant Capital Management, Inc	27	$8.90K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	26	$8.57K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	26	$8.57K	0.00%	+26	New
Baker Avenue Asset Management, LP	25	$8.31K	0.00%	−14−35.9%	Reduced
Jones Financial Companies LLLP	25	$8.24K	0.00%	−9−26.5%	Reduced
Mechanics Financial Corp	25	$8.24K	0.00%	00.0%	Unchanged
Norwood Financial Corp	25	$8.24K	0.01%	00.0%	Unchanged
Winch Advisory Services, LLC	26	$8.00K	0.00%	00.0%	Unchanged
Bank of New Hampshire	23	$7.58K	0.00%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	23	$7.58K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	21	$6.92K	0.00%	+3+16.7%	Added
Sugarloaf Wealth Management, LLC	21	$6.92K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	20	$6.59K	0.00%	00.0%	Unchanged
New Millennium Group LLC	20	$6.59K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	17	$6.00K	0.00%	00.0%	Unchanged
City State Bank	17	$6.00K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	18	$5.93K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	18	$5.93K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	17	$5.61K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	16	$5.28K	0.00%	−36−69.2%	Reduced
Kayne Anderson Rudnick Investment Management LLC	16	$5.28K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	15	$5.04K	0.00%	+8+114.3%	Added
SkyView Investment Advisors, LLC	16	$5.00K	0.00%	00.0%	Unchanged
Credential Qtrade Securities Inc.	15	$4.95K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	14	$4.77K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	15	$4.67K	0.00%	−10−40.0%	Reduced
Creative Financial Designs Inc	14	$4.62K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	13	$4.29K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	13	$4.29K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	12	$3.96K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	12	$3.96K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	11	$3.63K	0.00%	00.0%	Unchanged
TFC Financial Management	10	$3.31K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	10	$3.30K	0.00%	00.0%	Unchanged
Lee Financial Co	10	$3.30K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	10	$3.30K	0.00%	+8+400.0%	Added
Provence Wealth Management Group	10	$3.30K	0.00%	+10	New
Coppell Advisory Solutions LLC	10	$3.11K	0.00%	00.0%	Unchanged
Avion Wealth	13	$3.00K	0.00%	+1+8.3%	Added
ClariVest Asset Management LLC	9	$3.00K	0.00%	+2+28.6%	Added
Hazlett, Burt & Watson, Inc.	8	$3.00K	0.00%	+8	New
Addison Advisors LLC	9	$2.97K	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	8	$2.64K	0.00%	+7+700.0%	Added
Plante Moran Financial Advisors, LLC	8	$2.64K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	8	$2.64K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	7	$2.31K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	7	$2.31K	0.00%	+7	New
Tobam	6	$2.00K	0.00%	+6	New
Highline Wealth Partners LLC	6	$1.98K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	6	$1.98K	0.00%	+1+20.0%	Added
Tucker Asset Management LLC	6	$1.98K	0.00%	+2+50.0%	Added
Concord Wealth Partners	5	$1.65K	0.00%	00.0%	Unchanged
Legacy Financial Group LLC	5	$1.65K	0.00%	+5	New
Atticus Wealth Management, LLC	4	$1.32K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	4	$1.32K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	3	$993	0.00%	+3	New
Rosenberg Matthew Hamilton	3	$989	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	1	$700	0.00%	−331−99.7%	Reduced
Tfo-TDC, LLC	2	$664	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	2	$660	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	2	$659	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	2	$659	0.00%	00.0%	Unchanged
Colonial Trust Advisors	1	$330	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	1	$329	0.00%	+1	New
Balyasny Asset Management LLC	0	$0	0.00%	−208,095−100.0%	Sold out
LMR Partners LLP	0	$0	0.00%	−113,033−100.0%	Sold out
Gillson Capital LP	0	$0	0.00%	−54,908−100.0%	Sold out
Azora Capital LP	0	$0	0.00%	−54,004−100.0%	Sold out
Weiss Multi-Strategy Advisers LLC	0	$0	0.00%	−52,227−100.0%	Sold out
Cinctive Capital Management LP	0	$0	0.00%	−31,012−100.0%	Sold out
Hudson Bay Capital Management LP	0	$0	0.00%	−30,000−100.0%	Sold out
Crestline Management, LP	0	$0	0.00%	−20,000−100.0%	Sold out
Highland Capital Management, LLC	0	$0	0.00%	−15,480−100.0%	Sold out
Vident Investment Advisory, LLC	0	$0	0.00%	−10,290−100.0%	Sold out
LGT Group Foundation	0	$0	0.00%	−5,800−100.0%	Sold out
WBI Investments	0	$0	0.00%	−5,574−100.0%	Sold out
Grantham, Mayo, Van Otterloo & Co. LLC	0	$0	0.00%	−5,475−100.0%	Sold out