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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 5,381 | $1.77M | 0.08% | +300+5.9% | Added |
| Advisor Partners II, LLC | 5,376 | $1.77M | 0.07% | +93+1.8% | Added |
| Garda Capital Partners LP | 5,369 | $1.77M | 1.12% | +1,189+28.4% | Added |
| Leisure Capital Management | 5,355 | $1.77M | 1.02% | −29−0.5% | Reduced |
| Ieq Capital, LLC | 5,339 | $1.76M | 0.04% | −122−2.2% | Reduced |
| Redwood Investment Management, LLC | 5,233 | $1.73M | 0.15% | +286+5.8% | Added |
| Metis Global Partners, LLC | 5,157 | $1.70M | 0.08% | +715+16.1% | Added |
| Eley Financial Management, Inc | 5,125 | $1.69M | 0.86% | −96−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,050 | $1.66M | 0.03% | −49−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,027 | $1.66M | 0.17% | +2,210+78.5% | Added |
| Oppenheimer & Co Inc | 4,901 | $1.62M | 0.03% | +171+3.6% | Added |
| First Hawaiian Bank | 4,832 | $1.59M | 0.05% | −161−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,748 | $1.58M | 0.36% | 00.0% | Unchanged |
| Greenleaf Trust | 4,760 | $1.57M | 0.02% | +18+0.4% | Added |
| TruWealth Advisors, LLC | 4,725 | $1.56M | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 4,701 | $1.55M | 0.15% | +24+0.5% | Added |
| Beacon Pointe Advisors, LLC | 4,686 | $1.54M | 0.02% | +1,149+32.5% | Added |
| Bradley Foster & Sargent Inc | 4,643 | $1.54M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 4,678 | $1.54M | 0.06% | −17−0.4% | Reduced |
| Impax Asset Management Group plc | 4,629 | $1.53M | 0.01% | −85−1.8% | Reduced |
| Cetera Advisors LLC | 4,610 | $1.52M | 0.02% | +351+8.2% | Added |
| MainStreet Investment Advisors LLC | 4,551 | $1.50M | 0.17% | −215−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,526 | $1.49M | 0.05% | −1,350−23.0% | Reduced |
| Nations Financial Group Inc, | 4,520 | $1.49M | 0.15% | +109+2.5% | Added |
| Peddock Capital Advisors, LLC | 4,511 | $1.49M | 0.50% | −284−5.9% | Reduced |
| E. Ohman J:or Asset Management AB | 4,500 | $1.48M | 0.06% | 00.0% | Unchanged |
| Auxier Asset Management | 4,468 | $1.47M | 0.25% | −70−1.5% | Reduced |
| First Horizon Advisors, Inc. | 4,436 | $1.46M | 0.05% | −132−2.9% | Reduced |
| Everence Capital Management Inc | 4,420 | $1.46M | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,415 | $1.46M | 0.02% | −2,379−35.0% | Reduced |
| Bellwether Advisors, LLC | 4,412 | $1.45M | 0.40% | +4,412 | New |
| MAI Capital Management | 4,406 | $1.45M | 0.02% | −78−1.7% | Reduced |
| Magnetar Financial LLC | 4,376 | $1.44M | 0.04% | +4,376 | New |
| Mount Yale Investment Advisors, LLC | 4,316 | $1.42M | 0.15% | −106−2.4% | Reduced |
| Metropolitan Life Insurance Co | 4,246 | $1.40M | 0.07% | −294−6.5% | Reduced |
| National Asset Management, Inc. | 4,238 | $1.40M | 0.04% | +598+16.4% | Added |
| Pensionfund Sabic | 4,200 | $1.39M | 0.49% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,200 | $1.38M | 0.03% | −6,242−59.8% | Reduced |
| Ramirez Asset Management, Inc. | 4,197 | $1.38M | 0.30% | +4,197 | New |
| TD Waterhouse Canada Inc. | 3,857 | $1.38M | 0.01% | −32−0.8% | Reduced |
| D.A. Davidson & Co. | 4,160 | $1.37M | 0.01% | +157+3.9% | Added |
| Quadrant Capital Group LLC | 4,126 | $1.36M | 0.14% | +410+11.0% | Added |
| Keeley-Teton Advisors, LLC | 4,115 | $1.36M | 0.19% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 4,074 | $1.34M | 0.01% | −51,926−92.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,046 | $1.33M | 0.02% | +24+0.6% | Added |
| Sabal Trust CO | 4,029 | $1.33M | 0.09% | +94+2.4% | Added |
| iA Global Asset Management Inc. | 4,024 | $1.33M | 0.04% | −418−9.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,000 | $1.32M | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,980 | $1.31M | 0.04% | +14+0.4% | Added |
| APG Asset Management N.V. | 3,976 | $1.31M | 0.00% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 3,957 | $1.30M | 0.39% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,932 | $1.30M | 0.46% | −1,398−26.2% | Reduced |
| Covenant Partners, LLC | 3,882 | $1.28M | 0.46% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,879 | $1.28M | 0.51% | −65−1.6% | Reduced |
| Wetherby Asset Management Inc | 3,822 | $1.26M | 0.07% | −3−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,805 | $1.25M | 0.01% | +3,805 | New |
| Empirical Finance, LLC | 3,787 | $1.25M | 0.09% | +300+8.6% | Added |
| Verition Fund Management LLC | 3,778 | $1.25M | 0.02% | +51+1.4% | Added |
| Manchester Capital Management LLC | 3,777 | $1.25M | 0.18% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 3,770 | $1.24M | 0.03% | 00.0% | Unchanged |
| Estate Counselors, LLC | 3,710 | $1.22M | 0.16% | +5+0.1% | Added |
| AXS Investments LLC | 3,690 | $1.22M | 0.31% | +3,690 | New |
| Central Trust Co | 3,671 | $1.21M | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,641 | $1.20M | 0.14% | +903+33.0% | Added |
| Prentice Wealth Management LLC | 3,634 | $1.20M | 0.54% | −89−2.4% | Reduced |
| Stewart & Patten Co LLC | 3,603 | $1.19M | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,598 | $1.19M | 0.02% | −167−4.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,598 | $1.19M | 0.09% | −142−3.8% | Reduced |
| Chemistry Wealth Management LLC | 3,588 | $1.18M | 0.39% | −142−3.8% | Reduced |
| Hilltop Partners LLC | 3,563 | $1.17M | 0.49% | +472+15.3% | Added |
| Summit Financial, LLC | 3,534 | $1.16M | 0.09% | −251−6.6% | Reduced |
| Chicago Trust Co NA | 3,500 | $1.15M | 0.29% | +174+5.2% | Added |
| Acadian Asset Management LLC | 3,493 | $1.15M | 0.00% | +3,493 | New |
| Jacobi Capital Management LLC | 3,447 | $1.14M | 0.13% | +16+0.5% | Added |
| Palisade Asset Management, LLC | 3,409 | $1.12M | 0.14% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,407 | $1.12M | 0.09% | −7,013−67.3% | Reduced |
| Tiaa Trust, National Association | 3,395 | $1.12M | 0.00% | +3,395 | New |
| Apollon Wealth Management, LLC | 3,386 | $1.12M | 0.06% | −486−12.6% | Reduced |
| Riverview Trust Co | 3,384 | $1.12M | 0.99% | +276+8.9% | Added |
| Financial Advocates Investment Management | 3,362 | $1.11M | 0.08% | +47+1.4% | Added |
| Quantinno Capital Management LP | 3,327 | $1.10M | 0.05% | +1,226+58.4% | Added |
| NewEdge Wealth, LLC | 3,311 | $1.09M | 0.03% | −1,504−31.2% | Reduced |
| Huntington National Bank | 3,308 | $1.09M | 0.01% | −64−1.9% | Reduced |
| Chilton Investment Co LLC | 3,301 | $1.09M | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,263 | $1.08M | 0.02% | −138−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,239 | $1.07M | 0.03% | −47−1.4% | Reduced |
| Dean Capital Management | 3,225 | $1.06M | 0.80% | +3,225 | New |
| Transamerica Financial Advisors, Inc. | 3,217 | $1.06M | 0.14% | −233−6.8% | Reduced |
| Courier Capital LLC | 3,210 | $1.06M | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,200 | $1.05M | 0.03% | +3,200 | New |
| RFG Advisory, LLC | 3,198 | $1.05M | 0.05% | −351−9.9% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.05M | 0.88% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,168 | $1.04M | 0.24% | +367+13.1% | Added |
| Unigestion Holding SA | 3,157 | $1.04M | 0.06% | −1,383−30.5% | Reduced |
| Bank Ozk | 3,159 | $1.04M | 0.57% | +1,717+119.1% | Added |
| Bridges Investment Management Inc | 3,155 | $1.04M | 0.04% | −64−2.0% | Reduced |
| DRW Securities, LLC | 3,140 | $1.03M | 0.08% | −3,835−55.0% | Reduced |
| Vident Advisory, LLC | 3,104 | $1.02M | 0.03% | +3,104 | New |
| Trust Co of Vermont | 3,097 | $1.02M | 0.07% | −358−10.4% | Reduced |
| Kestra Private Wealth Services, LLC | 3,094 | $1.02M | 0.03% | +340+12.3% | Added |