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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 11,623 | $3.83M | 0.42% | −500−4.1% | Reduced |
| Gamco Investors, Inc. Et Al | 11,564 | $3.81M | 0.04% | −50−0.4% | Reduced |
| LMCG Investments, LLC | 11,552 | $3.81M | 0.26% | −3,436−22.9% | Reduced |
| Baird Financial Group, Inc. | 11,517 | $3.80M | 0.01% | +807+7.5% | Added |
| American Assets Investment Management, LLC | 11,250 | $3.71M | 0.41% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,146 | $3.70M | 0.03% | +3,863+53.0% | Added |
| Wealthfront Advisers LLC | 10,697 | $3.53M | 0.02% | −358−3.2% | Reduced |
| Graham Capital Management, L.P. | 10,671 | $3.52M | 0.11% | +10,671 | New |
| Boston Private Wealth LLC | 10,556 | $3.48M | 0.08% | −1,881−15.1% | Reduced |
| Illinois Municipal Retirement Fund | 10,521 | $3.47M | 0.06% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,522 | $3.47M | 0.53% | +98+0.9% | Added |
| Trexquant Investment LP | 10,424 | $3.44M | 0.09% | +7,423+247.4% | Added |
| BancorpSouth Bank | 10,247 | $3.38M | 0.30% | +29+0.3% | Added |
| AE Wealth Management LLC | 10,079 | $3.32M | 0.02% | +769+8.3% | Added |
| Fulton Bank, N.A. | 10,036 | $3.31M | 0.16% | −1,009−9.1% | Reduced |
| TD Private Client Wealth LLC | 9,940 | $3.28M | 0.14% | +98+1.0% | Added |
| SOA Wealth Advisors, LLC. | 9,927 | $3.27M | 0.81% | +8+0.1% | Added |
| Bessemer Group Inc | 9,902 | $3.26M | 0.01% | +57+0.6% | Added |
| L2 Asset Management, LLC | 397 | $3.26M | 1.57% | −10,187−96.2% | Reduced |
| Raymond James Trust N.A. | 9,880 | $3.26M | 0.10% | −179−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 9,724 | $3.21M | 0.09% | −842−8.0% | Reduced |
| Mackenzie Financial Corp | 10,052 | $3.19M | 0.01% | +319+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,483 | $3.13M | 0.05% | +874+10.2% | Added |
| British Columbia Investment Management Corp | 9,479 | $3.13M | 0.03% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 9,377 | $3.09M | 0.02% | +170+1.8% | Added |
| Achmea Investment Management B.V. | 9,353 | $3.08M | 0.07% | −4,352−31.8% | Reduced |
| Journey Advisory Group, LLC | 9,071 | $2.99M | 0.45% | +826+10.0% | Added |
| Kestra Advisory Services, LLC | 8,979 | $2.96M | 0.03% | +169+1.9% | Added |
| Edmp, Inc. | 8,733 | $2.88M | 2.94% | +1,369+18.6% | Added |
| Sustainable Insight Capital Management, LLC | 8,713 | $2.87M | 2.82% | +8,713 | New |
| GYL Financial Synergies, LLC | 8,655 | $2.85M | 0.28% | +7,870+1,002.5% | Added |
| Cetera Investment Advisers | 8,627 | $2.84M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,602 | $2.84M | 0.02% | −181−2.1% | Reduced |
| IMA Wealth, Inc. | 8,593 | $2.83M | 0.73% | −233−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,454 | $2.79M | 0.00% | −134−1.6% | Reduced |
| FORA Capital, LLC | 8,362 | $2.76M | 0.24% | +8,362 | New |
| Arjuna Capital | 8,355 | $2.75M | 0.99% | +5,246+168.7% | Added |
| New Potomac Partners, LLC | 8,251 | $2.72M | 1.87% | −229−2.7% | Reduced |
| Advisory Services Network, LLC | 8,151 | $2.69M | 0.07% | −749−8.4% | Reduced |
| Tower Bridge Advisors | 8,139 | $2.68M | 0.25% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 8,134 | $2.68M | 2.29% | +1,298+19.0% | Added |
| CIBC World Markets Inc. | 8,115 | $2.67M | 0.01% | +3,365+70.8% | Added |
| Kentucky Retirement Systems | 8,059 | $2.66M | 0.09% | −317−3.8% | Reduced |
| Maryland State Retirement & Pension System | 8,028 | $2.65M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,015 | $2.64M | 0.01% | −22,248−73.5% | Reduced |
| Briggs Advisory Group, Inc. | 8,009 | $2.64M | 1.51% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 7,961 | $2.63M | 0.05% | −192−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,961 | $2.62M | 0.05% | −192−2.4% | Reduced |
| GWM Advisors LLC | 7,944 | $2.62M | 0.03% | +460+6.1% | Added |
| Perigon Wealth Management, LLC | 7,872 | $2.60M | 0.11% | +246+3.2% | Added |
| Castellan Group, LLC | 7,808 | $2.57M | 1.81% | +493+6.7% | Added |
| 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 |
| Loudon Investment Management, LLC | 7,721 | $2.55M | 1.75% | −137−1.7% | Reduced |
| Carret Asset Management, LLC | 7,625 | $2.51M | 0.35% | −5−0.1% | Reduced |
| Great Diamond Partners, LLC | 7,559 | $2.49M | 0.67% | +94+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,505 | $2.47M | 0.01% | −678−8.3% | Reduced |
| Hennessy Advisors Inc | 7,500 | $2.47M | 0.17% | −200−2.6% | Reduced |
| Alaska Permanent Fund Corp | 7,400 | $2.44M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,365 | $2.43M | 0.07% | −1,403−16.0% | Reduced |
| Great Lakes Advisors, LLC | 7,350 | $2.42M | 0.02% | +686+10.3% | Added |
| CNB Bank | 7,194 | $2.37M | 1.40% | −182−2.5% | Reduced |
| FineMark National Bank & Trust | 7,046 | $2.32M | 0.10% | +6+0.1% | Added |
| Hartford Investment Management Co | 7,006 | $2.31M | 0.09% | −306−4.2% | Reduced |
| Centiva Capital, LP | 6,976 | $2.30M | 0.11% | +6,316+957.0% | Added |
| Williams Jones Wealth Management, LLC. | 6,948 | $2.29M | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,947 | $2.29M | 0.03% | −240−3.3% | Reduced |
| New Hampshire Trust | 6,933 | $2.29M | 0.62% | +139+2.0% | Added |
| Malaga Cove Capital, LLC | 6,904 | $2.28M | 1.05% | −80−1.1% | Reduced |
| Mirabella Financial Services LLP | 6,894 | $2.27M | 0.32% | +6,894 | New |
| Burney Co | 6,854 | $2.26M | 0.11% | +97+1.4% | Added |
| TownSquare Capital, LLC | 6,797 | $2.24M | 0.04% | +790+13.2% | Added |
| Chesley Taft & Associates LLC | 6,704 | $2.21M | 0.14% | −9−0.1% | Reduced |
| Pacer Advisors, Inc. | 6,649 | $2.19M | 0.01% | +161+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,574 | $2.17M | 0.21% | +6,574 | New |
| Bridgeway Capital Management, LLC | 6,540 | $2.16M | 0.05% | +40+0.6% | Added |
| Radnor Capital Management, LLC | 6,442 | $2.12M | 0.42% | +1,980+44.4% | Added |
| Louisiana State Employees Retirement System | 6,400 | $2.11M | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,347 | $2.09M | 0.02% | +869+15.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,330 | $2.09M | 0.09% | +10.0% | Added |
| Savant Capital, LLC | 6,264 | $2.07M | 0.03% | −109−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 6,256 | $2.06M | 0.37% | +38+0.6% | Added |
| Fifth Third Bancorp | 6,219 | $2.05M | 0.01% | +61+1.0% | Added |
| Family Management Corp | 6,176 | $2.04M | 0.47% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,171 | $2.03M | 0.06% | +457+8.0% | Added |
| Symmetry Partners, LLC | 6,162 | $2.03M | 0.11% | −123−2.0% | Reduced |
| Connectus Wealth, LLC | 6,111 | $2.03M | 0.05% | −422−6.5% | Reduced |
| Telemus Capital, LLC | 6,150 | $2.03M | 0.19% | −836−12.0% | Reduced |
| Dean Investment Associates, LLC | 6,088 | $2.01M | 0.33% | −47−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,063 | $2.00M | 0.03% | +252+4.3% | Added |
| Atlantic Union Bankshares Corp | 6,056 | $2.00M | 0.20% | +403+7.1% | Added |
| Aviance Capital Partners, LLC | 6,000 | $1.98M | 0.44% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 5,880 | $1.94M | 1.25% | −412−6.5% | Reduced |
| BKD Wealth Advisors, LLC | 5,755 | $1.90M | 0.06% | −4,327−42.9% | Reduced |
| Natixis | 5,689 | $1.88M | 0.01% | +5,689 | New |
| 1832 Asset Management L.P. | 5,604 | $1.85M | 0.00% | +135+2.5% | Added |
| Community Capital Management, Inc. | 5,600 | $1.85M | 2.94% | −200−3.4% | Reduced |
| Private Advisor Group, LLC | 5,537 | $1.83M | 0.02% | +103+1.9% | Added |
| Wellington Management Group LLP | 5,528 | $1.82M | 0.00% | +251+4.8% | Added |
| Prudential PLC | 5,523 | $1.82M | 0.02% | −436−7.3% | Reduced |