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 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 1,762 | $581.0K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,755 | $578.6K | 0.03% | +131+8.1% | Added |
| SG Americas Securities, LLC | 1,753 | $578.0K | 0.01% | −6,430−78.6% | Reduced |
| Rathbone Brothers plc | 1,747 | $576.0K | 0.00% | +1,085+163.9% | Added |
| Boston Financial Mangement LLC | 1,745 | $575.3K | 0.02% | −80−4.4% | Reduced |
| Pennsylvania Capital Management Inc | 1,737 | $572.7K | 0.24% | +2+0.1% | Added |
| Grove Bank & Trust | 1,737 | $572.7K | 0.12% | +99+6.0% | Added |
| Assetmark, Inc | 1,728 | $569.6K | 0.00% | +93+5.7% | Added |
| Quent Capital, LLC | 1,727 | $569.5K | 0.09% | +226+15.1% | Added |
| First Commonwealth Financial Corp | 1,722 | $567.7K | 0.19% | −42−2.4% | Reduced |
| Legacy Trust | 1,704 | $561.8K | 0.16% | −31−1.8% | Reduced |
| Stephens Inc | 1,701 | $560.8K | 0.01% | +170+11.1% | Added |
| Transcend Wealth Collective, LLC | 1,699 | $560.1K | 0.05% | −434−20.3% | Reduced |
| Argent Trust Co | 1,695 | $558.8K | 0.03% | +11+0.7% | Added |
| Syon Capital LLC | 1,693 | $558.2K | 0.07% | +1,693 | New |
| Spinnaker Trust | 1,685 | $555.5K | 0.04% | +600+55.3% | Added |
| Insigneo Advisory Services, LLC | 1,675 | $552.2K | 0.11% | +101+6.4% | Added |
| Guinness Asset Management LTD | 1,652 | $544.6K | 0.01% | −186−10.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,647 | $543.0K | 0.09% | −2,587−61.1% | Reduced |
| Moody National Bank Trust Division | 1,644 | $542.0K | 0.04% | −107−6.1% | Reduced |
| Geller Advisors LLC | 1,643 | $541.7K | 0.06% | +83+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,634 | $538.7K | 0.01% | −103−5.9% | Reduced |
| Grimes & Company, Inc. | 1,632 | $538.2K | 0.02% | +12+0.7% | Added |
| Walleye Capital LLC | 1,625 | $535.7K | 0.01% | −14,739−90.1% | Reduced |
| Fort Point Capital Partners LLC | 1,621 | $534.4K | 0.09% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $530.5K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $528.5K | 0.01% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 1,594 | $525.5K | 0.28% | +1,594 | New |
| Plimoth Trust Co LLC | 1,590 | $524.2K | 0.16% | −90−5.4% | Reduced |
| DoubleLine ETF Adviser LP | 1,580 | $520.9K | 0.19% | +15+1.0% | Added |
| Schechter Investment Advisors, LLC | 1,570 | $517.7K | 0.05% | −28−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,567 | $516.6K | 0.03% | −39−2.4% | Reduced |
| EP Wealth Advisors, LLC | 1,553 | $512.0K | 0.01% | +120+8.4% | Added |
| V-Square Quantitative Management LLC | 1,548 | $510.3K | 0.22% | +728+88.8% | Added |
| Charter Oak Capital Management, LLC | 1,544 | $509.0K | 0.07% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,544 | $509.0K | 0.29% | +93+6.4% | Added |
| Accel Wealth Management | 1,542 | $508.2K | 0.28% | −16−1.0% | Reduced |
| Congress Wealth Management LLC | 1,529 | $504.1K | 0.01% | −1−0.1% | Reduced |
| Zhang Financial LLC | 1,521 | $501.4K | 0.05% | +419+38.0% | Added |
| Basepoint Wealth LLC | 1,520 | $501.1K | 0.41% | +6+0.4% | Added |
| Ballentine Partners, LLC | 1,513 | $498.8K | 0.01% | +8+0.5% | Added |
| Kolinsky Wealth Management, LLC | 1,509 | $497.5K | 0.49% | −1−0.1% | Reduced |
| Westpac Banking Corp | 1,500 | $494.5K | 0.04% | −6,374−80.9% | Reduced |
| Gabelli Funds LLC | 1,500 | $494.5K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,485 | $489.6K | 0.13% | +3+0.2% | Added |
| Wade G W & Inc | 1,481 | $488.0K | 0.02% | +725+95.9% | Added |
| Eagle Global Advisors LLC | 1,480 | $487.9K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,477 | $486.9K | 0.11% | −43−2.8% | Reduced |
| 1776 Wealth LLC | 1,472 | $485.3K | 0.26% | −61−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,470 | $484.7K | 0.10% | +356+32.0% | Added |
| Renasant Bank | 1,469 | $484.3K | 0.41% | +164+12.6% | Added |
| Becker Capital Management Inc | 1,468 | $484.0K | 0.02% | −350−19.3% | Reduced |
| Camden Capital, LLC | 1,468 | $483.9K | 0.06% | +296+25.3% | Added |
| Fund Management at Engine No. 1 LLC | 1,467 | $483.6K | 0.08% | +111+8.2% | Added |
| Forum Financial Management, LP | 1,446 | $476.8K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,440 | $474.7K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,439 | $474.4K | 0.04% | +1,439 | New |
| Horizon Investments, LLC | 1,429 | $469.2K | 0.01% | +8+0.6% | Added |
| Cambridge Trust Co | 1,415 | $466.5K | 0.02% | −40−2.7% | Reduced |
| Pointe Capital Management LLC | 1,412 | $465.5K | 0.37% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,404 | $462.9K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,398 | $460.9K | 0.04% | −251−15.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,398 | $460.9K | 0.15% | −2−0.1% | Reduced |
| Mission Wealth Management, LP | 1,390 | $458.1K | 0.02% | +43+3.2% | Added |
| Clarius Group, LLC | 1,386 | $456.9K | 0.04% | −359−20.6% | Reduced |
| Martingale Asset Management L P | 1,367 | $450.7K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 1,455 | $446.0K | 0.41% | −146−9.1% | Reduced |
| Catalyst Financial Partners LLC | 1,350 | $445.1K | 0.14% | +51+3.9% | Added |
| Dakota Community Bank & Trust NA | 1,343 | $442.8K | 2.82% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,342 | $442.4K | 0.03% | +610+83.3% | Added |
| Checchi Capital Advisers, LLC | 1,340 | $441.8K | 0.04% | −24−1.8% | Reduced |
| Ci Investments Inc. | 1,336 | $440.0K | 0.00% | +34+2.6% | Added |
| St Germain D J Co Inc | 1,333 | $439.5K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,332 | $439.1K | 0.03% | +1,332 | New |
| Modera Wealth Management, LLC | 1,324 | $436.5K | 0.01% | +86+6.9% | Added |
| McLean Asset Management Corp | 1,324 | $435.6K | 0.18% | +1+0.1% | Added |
| Carr Financial Group Corp | 1,296 | $435.1K | 0.17% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,317 | $434.2K | 0.17% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,314 | $433.2K | 0.05% | +1,314 | New |
| Valtinson Bruner Financial Planning LLC | 1,308 | $431.2K | 0.24% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,301 | $429.2K | 0.04% | −184−12.4% | Reduced |
| Estabrook Capital Management | 1,300 | $428.6K | 0.08% | −200−13.3% | Reduced |
| Coastline Trust Co | 1,300 | $428.6K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,293 | $426.0K | 0.02% | +10+0.8% | Added |
| Cape Cod Five Cents Savings Bank | 1,292 | $425.9K | 0.02% | +655+102.8% | Added |
| Quantitative Investment Management, LLC | 1,291 | $425.0K | 0.07% | +1,291 | New |
| Fort Washington Investment Advisors Inc | 1,277 | $421.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,267 | $417.8K | 0.00% | +26+2.1% | Added |
| Panagora Asset Management Inc | 1,262 | $416.1K | 0.00% | −37,313−96.7% | Reduced |
| Perritt Capital Management Inc | 1,259 | $414.9K | 0.24% | −5−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,255 | $413.8K | 0.02% | +59+4.9% | Added |
| GTS Securities LLC | 1,249 | $411.8K | 0.01% | +1,249 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $409.5K | 0.11% | 00.0% | Unchanged |
| Power Corp of Canada | 1,239 | $408.5K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,237 | $408.0K | 0.10% | +1,237 | New |
| Trust Asset Management LLC | 1,230 | $405.5K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,226 | $404.2K | 0.02% | −302−19.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $402.2K | 0.05% | 00.0% | Unchanged |
| Old Port Advisors | 1,215 | $400.5K | 0.15% | +1,215 | New |
| Weil Company, Inc. | 1,200 | $395.6K | 0.20% | 00.0% | Unchanged |