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 |
|---|---|---|---|---|---|
| Summit Global Investments | 1,192 | $393.0K | 0.03% | +1,192 | New |
| Ameritas Investment Partners, Inc. | 1,184 | $390.3K | 0.02% | −52−4.2% | Reduced |
| Profund Advisors LLC | 1,177 | $388.0K | 0.02% | −91−7.2% | Reduced |
| Invst, LLC | 1,177 | $388.0K | 0.06% | +50+4.4% | Added |
| Benedetti & Gucer, Inc. | 1,167 | $384.7K | 0.21% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $380.1K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,153 | $380.1K | 0.02% | +1,151+57,550.0% | Added |
| Cigna Investments Inc | 1,141 | $376.0K | 0.09% | −144−11.2% | Reduced |
| Carlson Capital Management | 1,137 | $374.8K | 0.02% | +4+0.4% | Added |
| Sunflower Bank, N.A. | 1,129 | $372.2K | 0.09% | −18−1.6% | Reduced |
| Penserra Capital Management LLC | 1,123 | $368.0K | 0.01% | −75−6.3% | Reduced |
| Petrus Trust Company, LTA | 1,115 | $367.6K | 0.04% | +1,115 | New |
| Burt Wealth Advisors | 1,111 | $366.3K | 0.11% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,109 | $365.6K | 0.09% | −12−1.1% | Reduced |
| Pinnacle Associates Ltd | 1,099 | $362.2K | 0.01% | +67+6.5% | Added |
| Gotham Asset Management, LLC | 1,096 | $361.3K | 0.01% | +120+12.3% | Added |
| Legacy Advisors, LLC | 1,094 | $360.7K | 0.06% | +13+1.2% | Added |
| Enzi Wealth | 1,110 | $360.6K | 0.19% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $360.3K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $360.0K | 0.40% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,086 | $358.0K | 0.01% | −10−0.9% | Reduced |
| Global Retirement Partners, LLC | 1,125 | $357.7K | 0.02% | +9+0.8% | Added |
| Evercore Wealth Management, LLC | 1,082 | $356.7K | 0.01% | −56−4.9% | Reduced |
| Aquatic Capital Management LLC | 1,080 | $356.0K | 0.01% | +1,080 | New |
| Bryn Mawr Trust Co | 1,080 | $355.9K | 0.02% | +15+1.4% | Added |
| Pinnacle Financial Partners Inc | 1,078 | $355.4K | 0.01% | −149−12.1% | Reduced |
| Convergence Investment Partners, LLC | 1,073 | $354.0K | 0.21% | −70−6.1% | Reduced |
| Everett Harris & Co | 1,072 | $353.4K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,071 | $353.1K | 0.02% | −9−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,069 | $352.5K | 0.00% | −313−22.6% | Reduced |
| Busey Wealth Management | 1,066 | $351.4K | 0.02% | +113+11.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,106 | $350.0K | 0.17% | −22−2.0% | Reduced |
| Karpas Strategies, LLC | 1,060 | $349.5K | 0.13% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,047 | $345.2K | 0.01% | +141+15.6% | Added |
| Keel Point, LLC | 1,035 | $341.2K | 0.05% | +7+0.7% | Added |
| Berkshire Asset Management LLC | 1,029 | $339.2K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,026 | $338.3K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,022 | $336.9K | 0.01% | −828−44.8% | Reduced |
| Beacon Financial Group | 994 | $336.0K | 0.05% | +182+22.4% | Added |
| KMG Fiduciary Partners, LLC | 1,010 | $333.0K | 0.04% | −51−4.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,006 | $331.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,003 | $331.0K | 0.03% | +94+10.3% | Added |
| Harbour Investments, Inc. | 1,002 | $330.2K | 0.02% | −7−0.7% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $329.7K | 0.14% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $329.7K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $329.7K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $329.7K | 0.32% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 998 | $329.0K | 0.02% | +50+5.3% | Added |
| Hamilton Capital Partners Inc. | 989 | $326.1K | 0.12% | −225−18.5% | Reduced |
| Johnson Financial Group, Inc. | 983 | $324.1K | 0.02% | −307−23.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 981 | $323.4K | 0.05% | −4−0.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 969 | $319.5K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 966 | $318.5K | 0.04% | +1+0.1% | Added |
| FFT Wealth Management LLC | 962 | $317.2K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 959 | $316.2K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 956 | $315.2K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 945 | $311.5K | 0.01% | +258+37.6% | Added |
| IHT Wealth Management, LLC | 943 | $310.8K | 0.02% | −146−13.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 932 | $307.0K | 0.13% | −12−1.3% | Reduced |
| Washington Trust Bank | 931 | $306.9K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 964 | $303.2K | 0.11% | −39−3.9% | Reduced |
| First Bank & Trust | 917 | $302.3K | 0.08% | −53−5.5% | Reduced |
| Beaton Management Co. Inc. | 910 | $300.0K | 0.19% | −81−8.2% | Reduced |
| Renaissance Group LLC | 909 | $299.7K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 908 | $299.4K | 0.19% | −721−44.3% | Reduced |
| Moneta Group Investment Advisors LLC | 908 | $299.4K | 0.01% | −472−34.2% | Reduced |
| Tradition Wealth Management, LLC | 907 | $299.0K | 0.04% | −7−0.8% | Reduced |
| Colonial Trust Co | 875 | $297.9K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $297.0K | 0.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 893 | $294.4K | 0.04% | +52+6.2% | Added |
| KFA Private Wealth Group, LLC | 891 | $293.9K | 0.12% | +3+0.3% | Added |
| Cairn Investment Group, Inc. | 888 | $293.0K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 909 | $293.0K | 0.09% | +25+2.8% | Added |
| Csenge Advisory Group | 878 | $289.3K | 0.02% | −97−9.9% | Reduced |
| Hengehold Capital Management LLC | 875 | $288.5K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 874 | $288.1K | 0.01% | −3−0.3% | Reduced |
| InterOcean Capital Group, LLC | 872 | $287.3K | 0.01% | −44−4.8% | Reduced |
| Prelude Capital Management, LLC | 869 | $286.5K | 0.03% | −266−23.4% | Reduced |
| Inceptionr LLC | 862 | $284.2K | 0.16% | −623−42.0% | Reduced |
| Ostrum Asset Management | 858 | $282.9K | 0.03% | −6−0.7% | Reduced |
| Peoples Financial Services Corp. | 855 | $281.9K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 851 | $280.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 850 | $280.2K | 0.12% | −75−8.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 849 | $280.1K | 0.06% | −2−0.2% | Reduced |
| Caldwell Trust Co | 842 | $277.6K | 0.04% | +376+80.7% | Added |
| Canal Capital Management, LLC | 842 | $277.5K | 0.06% | +4+0.5% | Added |
| Waldron Private Wealth LLC | 841 | $277.3K | 0.01% | +26+3.2% | Added |
| Sendero Wealth Management, LLC | 840 | $276.9K | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 839 | $276.6K | 0.00% | +839 | New |
| Great Valley Advisor Group, Inc. | 839 | $276.2K | 0.01% | +26+3.2% | Added |
| Moloney Securities Asset Management, LLC | 830 | $273.5K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 823 | $271.3K | 0.02% | −45−5.2% | Reduced |
| Loomis Sayles & Co L P | 823 | $271.0K | 0.00% | −638−43.7% | Reduced |
| First County Bank | 813 | $268.0K | 0.14% | +200+32.6% | Added |
| Leavell Investment Management, Inc. | 812 | $268.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 812 | $267.7K | 0.03% | +76+10.3% | Added |
| Great Waters Wealth Management | 818 | $267.2K | 0.05% | +181+28.4% | Added |
| Hilltop Holdings Inc. | 809 | $266.7K | 0.03% | +20+2.5% | Added |
| Capital Analysts, LLC | 803 | $265.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $263.7K | 0.13% | 00.0% | Unchanged |