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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 800 | $263.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 797 | $262.0K | 0.02% | +16+2.0% | Added |
| Cornerstone Planning Group LLC | 794 | $261.6K | 0.10% | +4+0.5% | Added |
| HBK Sorce Advisory LLC | 793 | $261.4K | 0.01% | +5+0.6% | Added |
| Drive Wealth Management, LLC | 787 | $259.6K | 0.09% | +102+14.9% | Added |
| Transform Wealth, LLC | 787 | $259.5K | 0.03% | −243−23.6% | Reduced |
| NinePointTwo Capital | 787 | $259.0K | 0.11% | +787 | New |
| First Nebraska Trust Co | 784 | $258.5K | 0.03% | +19+2.5% | Added |
| Warren Averett Asset Management, LLC | 784 | $258.5K | 0.01% | +784 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 782 | $258.0K | 0.02% | +3+0.4% | Added |
| Impact Partnership Wealth, LLC | 777 | $256.2K | 0.08% | +760+4,470.6% | Added |
| Allen Investment Management LLC | 777 | $256.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 777 | $256.1K | 0.00% | +16+2.1% | Added |
| Dakota Wealth Management | 776 | $255.8K | 0.01% | −66−7.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $254.5K | 0.14% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 763 | $251.5K | 0.03% | +763 | New |
| Sheaff Brock Investment Advisors, LLC | 762 | $251.2K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 762 | $251.2K | 0.00% | +4+0.5% | Added |
| NBC Securities, Inc. | 759 | $250.0K | 0.03% | +759 | New |
| PDS Planning, Inc | 758 | $249.9K | 0.03% | +16+2.2% | Added |
| Hyman Charles D | 755 | $249.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 755 | $248.9K | 0.01% | +755 | New |
| Aptus Capital Advisors, LLC | 753 | $248.2K | 0.01% | +753 | New |
| Clark Capital Management Group, Inc. | 752 | $247.9K | 0.00% | −15−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $247.9K | 0.20% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 750 | $247.0K | 0.19% | 00.0% | Unchanged |
| Brighton Jones LLC | 746 | $246.0K | 0.01% | +99+15.3% | Added |
| Spire Wealth Management | 735 | $242.3K | 0.01% | +1+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 732 | $241.3K | 0.32% | −382−34.3% | Reduced |
| Hollencrest Capital Management | 731 | $241.0K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 726 | $239.3K | 0.03% | +96+15.2% | Added |
| Hamilton Capital, LLC | 721 | $237.6K | 0.02% | +14+2.0% | Added |
| Progressive Investment Management Corp | 720 | $237.4K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 720 | $237.4K | 0.05% | −41−5.4% | Reduced |
| Mutual Advisors, LLC | 718 | $236.9K | 0.01% | −386−35.0% | Reduced |
| Kathmere Capital Management, LLC | 718 | $236.7K | 0.04% | −20−2.7% | Reduced |
| Garrison Asset Management, LLC | 712 | $234.7K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 710 | $234.2K | 0.01% | +53+8.1% | Added |
| Peapack Gladstone Financial Corp | 709 | $234.0K | 0.00% | −28−3.8% | Reduced |
| Arkadios Wealth Advisors | 706 | $232.6K | 0.02% | +706 | New |
| Sigma Planning Corp | 704 | $232.2K | 0.01% | +3+0.4% | Added |
| Los Angeles Capital Management LLC | 699 | $230.4K | 0.00% | −52−6.9% | Reduced |
| Boothbay Fund Management, LLC | 697 | $229.8K | 0.01% | +697 | New |
| Miracle Mile Advisors, LLC | 696 | $229.5K | 0.01% | −18−2.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 691 | $227.9K | 0.06% | +691 | New |
| Whalerock Point Partners, LLC | 687 | $226.5K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 684 | $225.5K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 680 | $224.2K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 676 | $222.9K | 0.01% | −276−29.0% | Reduced |
| Brevan Howard Capital Management LP | 675 | $222.5K | 0.07% | +675 | New |
| Brown Brothers Harriman & Co | 672 | $221.5K | 0.00% | −11−1.6% | Reduced |
| Childress Capital Advisors, LLC | 672 | $221.5K | 0.07% | +672 | New |
| EverSource Wealth Advisors, LLC | 671 | $221.2K | 0.02% | −51−7.1% | Reduced |
| Institute for Wealth Management, LLC. | 661 | $217.9K | 0.04% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 661 | $217.9K | 0.11% | −67−9.2% | Reduced |
| Shelton Capital Management | 661 | $217.9K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 660 | $217.6K | 0.01% | +1+0.2% | Added |
| Evoke Wealth, LLC | 652 | $215.1K | 0.01% | +33+5.3% | Added |
| Level Four Advisory Services, LLC | 652 | $215.0K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 650 | $214.3K | 0.05% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 649 | $214.0K | 0.21% | −491−43.1% | Reduced |
| Portside Wealth Group, LLC | 648 | $213.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 646 | $213.0K | 0.01% | −12,879−95.2% | Reduced |
| Edge Capital Group, LLC | 646 | $212.9K | 0.01% | −36−5.3% | Reduced |
| Diametric Capital, LP | 642 | $211.7K | 0.09% | +642 | New |
| WBH Advisory Inc | 640 | $211.0K | 0.03% | 00.0% | Unchanged |
| Rebalance, LLC | 640 | $211.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 637 | $210.0K | 0.13% | +2+0.3% | Added |
| Fluent Financial, LLC | 635 | $209.3K | 0.11% | +635 | New |
| Beck Mack & Oliver LLC | 632 | $208.4K | 0.01% | −16−2.5% | Reduced |
| MONECO Advisors, LLC | 625 | $206.1K | 0.06% | −2−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 624 | $205.7K | 0.07% | +624 | New |
| Royal Fund Management, LLC | 623 | $205.5K | 0.03% | −65−9.4% | Reduced |
| All Terrain Financial Advisors, LLC | 623 | $205.4K | 0.10% | 00.0% | Unchanged |
| Mark Stevens | 623 | $205.4K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 622 | $205.1K | 0.04% | +622 | New |
| Dorsey & Whitney Trust CO LLC | 619 | $204.1K | 0.02% | −1−0.2% | Reduced |
| Two Sigma Securities, LLC | 619 | $204.1K | 0.01% | −311−33.4% | Reduced |
| Desjardins Global Asset Management Inc. | 619 | $204.1K | 0.02% | −612−49.7% | Reduced |
| Philadelphia Trust Co | 620 | $204.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 617 | $203.4K | 0.05% | −9−1.4% | Reduced |
| Intrua Financial, LLC | 612 | $201.8K | 0.04% | +612 | New |
| Concorde Asset Management, LLC | 609 | $200.8K | 0.18% | +2+0.3% | Added |
| Washington Trust Advisors, Inc. | 608 | $200.4K | 0.02% | +160+35.7% | Added |
| MTM Investment Management, LLC | 608 | $200.4K | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 607 | $200.1K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 607 | $200.1K | 0.02% | +607 | New |
| Capstone Investment Advisors, LLC | 603 | $198.8K | 0.01% | −566−48.4% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $198.8K | 0.23% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $197.8K | 0.19% | +600 | New |
| Sentry Investment Management LLC | 596 | $196.0K | 0.09% | −115−16.2% | Reduced |
| Harvest Fund Management Co., Ltd | 590 | $195.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 591 | $194.8K | 0.03% | −8−1.3% | Reduced |
| Princeton Global Asset Management LLC | 560 | $184.6K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 511 | $168.0K | 0.01% | +6+1.2% | Added |
| Proequities, Inc. | 509 | $167.8K | 0.01% | +38+8.1% | Added |
| Cherry Tree Wealth Management, LLC | 489 | $161.2K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 480 | $158.2K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 476 | $156.9K | 0.00% | +190+66.4% | Added |
| Boyd Watterson Asset Management LLC | 464 | $153.0K | 0.07% | 00.0% | Unchanged |