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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, Q4 2023

Institutional positions in Ameriprise Financial Inc as of Dec 31, 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
1,163
+97 vs. Q3 2023
Shares held
84.3M
−569.9K (−0.7%) vs. Q3 2023
Total value
$32.0B
+$4.06B (+14.5%) vs. Q3 2023
New holders
169
339 more added
Sold out
72
438 more reduced

21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,163 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2023: $32.0B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2023.

Institutions holding AMP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc13,012,431$4.94B0.11%−239,461−1.8%Reduced
BlackRock Inc.8,338,265$3.17B0.08%−205,148−2.4%Reduced
State Street Corp4,504,098$1.71B0.08%+50,038+1.1%Added
Aristotle Capital Management, LLC3,499,042$1.33B2.60%−174,073−4.7%Reduced
JPMorgan Chase & Co3,239,398$1.23B0.13%+122,646+3.9%Added
Geode Capital Management, LLC2,493,070$944.7M0.10%+8,302+0.3%Added
Morgan Stanley2,262,374$859.3M0.08%+21,349+1.0%Added
Viking Global Investors LPSuperinvestorViking Global Investors1,914,374$727.1M2.66%+180,356+10.4%Added
UBS Asset Management Americas Inc1,737,857$660.1M0.26%−140,493−7.5%Reduced
Boston Partners1,604,991$609.7M0.81%−127,089−7.3%Reduced
Nuveen Asset Management, LLC1,481,493$562.7M0.18%−26,306−1.7%Reduced
Bank of New York Mellon Corp1,362,989$517.7M0.10%−127,413−8.5%Reduced
UBS Group AG1,355,816$515.0M0.21%+133,912+11.0%Added
Norges Bank1,354,655$514.5M0.09%+72,365+5.6%Added
FMR LLC1,275,716$484.6M0.04%−19,810−1.5%Reduced
Northern Trust Corp1,180,946$448.6M0.08%−70,507−5.6%Reduced
Dimensional Fund Advisors LP1,015,225$385.6M0.11%+35,931+3.7%Added
Royal Bank of Canada962,105$365.4M0.09%+67,361+7.5%Added
LSV Asset Management948,925$360.4M0.79%−48,380−4.9%Reduced
Lyrical Asset Management LP922,600$350.4M5.72%−9,913−1.1%Reduced
Goldman Sachs Group Inc815,234$309.7M0.07%+12,248+1.5%Added
Bank of America Corp742,041$281.8M0.03%−61,693−7.7%Reduced
Beutel, Goodman & Co Ltd.726,854$276.1M1.46%−3,585−0.5%Reduced
Legal & General Group Plc677,812$257.5M0.08%−11,281−1.6%Reduced
Envestnet Asset Management Inc652,360$247.8M0.10%+32,312+5.2%Added
Invesco Ltd.604,478$229.6M0.05%−68,345−10.2%Reduced
Deutsche Bank AG602,044$228.7M0.12%+17,999+3.1%Added
TD Asset Management Inc595,644$226.2M0.22%+358,780+151.5%Added
Charles Schwab Investment Management Inc584,707$222.1M0.06%+4,811+0.8%Added
First Trust Advisors LP564,110$214.3M0.23%+512,884+1,001.2%Added
Brown Advisory Inc548,672$208.4M0.29%−85,860−13.5%Reduced
Thrivent Financial for Lutherans544,958$207.0M0.45%−5,734−1.0%Reduced
Lord, Abbett & Co. LLC532,464$202.2M0.71%−56,054−9.5%Reduced
Truist Financial Corp528,770$200.8M0.32%−48,841−8.5%Reduced
Amundi455,485$171.2M0.08%+58,314+14.7%Added
Marshall Wace, LLP449,493$170.7M0.33%+210,301+87.9%Added
The PNC Financial Services Group, Inc.426,587$162.0M0.13%−5,721−1.3%Reduced
Barclays PLC407,741$154.9M0.08%+57,350+16.4%Added
Epoch Investment Partners, Inc.382,232$145.2M0.66%+195,475+104.7%Added
Agf Management Ltd372,361$141.4M0.83%−4,971−1.3%Reduced
Silvercrest Asset Management Group LLC367,955$139.8M0.99%−19,126−4.9%Reduced
Bank of Montreal334,803$127.8M0.07%−27,661−7.6%Reduced
Federated Hermes, Inc.304,953$115.8M0.29%+17,307+6.0%Added
Principal Financial Group Inc272,957$103.7M0.07%−11,202−3.9%Reduced
HSBC Holdings PLC269,317$102.4M0.09%+22,213+9.0%Added
Sumitomo Mitsui Trust Holdings, Inc.264,545$100.5M0.07%−3,818−1.4%Reduced
Swedbank AB248,467$94.4M0.15%+21,661+9.6%Added
Axiom Investors LLC240,481$91.3M0.90%+64,259+36.5%Added
Victory Capital Management Inc240,289$91.3M0.10%+33,081+16.0%Added
Credit Suisse AG234,644$89.1M0.09%+12,867+5.8%Added
Allianz Asset Management GmbH230,173$87.4M0.16%−113,921−33.1%Reduced
Rhumbline Advisers224,589$85.3M0.09%−5,365−2.3%Reduced
Price T Rowe Associates Inc217,635$82.7M0.01%−1,046−0.5%Reduced
CIBC Private Wealth Group, LLC213,868$81.2M0.17%+3,184+1.5%Added
Qube Research & Technologies Ltd211,167$80.2M0.18%+2,597+1.2%Added
Welch & Forbes LLC196,563$74.7M1.13%−2,014−1.0%Reduced
Massachusetts Financial Services Co195,621$74.3M0.02%+2,178+1.1%Added
California Public Employees Retirement System195,282$74.2M0.06%−10,880−5.3%Reduced
American Century Companies Inc188,340$71.5M0.05%−3,259−1.7%Reduced
Putnam Investments LLC174,206$66.2M0.09%+9,339+5.7%Added
Raymond James & Associates172,117$65.4M0.05%+1,095+0.6%Added
TCW Group Inc171,850$65.3M0.73%−5,572−3.1%Reduced
SEI Investments Co169,493$64.4M0.10%−4,944−2.8%Reduced
Wells Fargo & Company167,265$63.5M0.02%−11,698−6.5%Reduced
Voloridge Investment Management, LLC165,934$63.0M0.25%+50,223+43.4%Added
AustralianSuper Pty Ltd159,494$60.6M0.36%+7,001+4.6%Added
AXA S.A.158,893$60.4M0.19%+82,565+108.2%Added
California State Teachers Retirement System158,626$60.3M0.08%−1,828−1.1%Reduced
Employees Retirement System of Texas158,000$60.0M0.70%+13,000+9.0%Added
Alliancebernstein L.P.144,995$55.1M0.02%−1,144−0.8%Reduced
Teachers Retirement System of the State of Kentucky143,769$54.6M0.51%−2,445−1.7%Reduced
Todd Asset Management LLC143,423$54.5M1.20%−1,320−0.9%Reduced
Millennium Management LLC139,279$52.9M0.05%−329,486−70.3%Reduced
National Pension Service138,658$52.7M0.07%00.0%Unchanged
Financial Counselors Inc130,123$49.4M0.88%−187−0.1%Reduced
Bank of Nova Scotia127,513$48.4M0.09%+115,081+925.7%Added
Natixis Advisors, L.P.125,930$47.8M0.13%+1,301+1.0%Added
Gillson Capital LP125,086$47.5M5.00%+125,086New
Citigroup Inc121,477$46.1M0.06%−43,375−26.3%Reduced
Voya Investment Management LLC120,981$46.0M0.05%−3,426−2.8%Reduced
Korea Investment CORP119,296$45.3M0.12%−12,017−9.2%Reduced
Canada Pension Plan Investment Board116,900$44.4M0.06%+16,800+16.8%Added
Manufacturers Life Insurance Company, The116,423$44.2M0.03%−7,896−6.4%Reduced
New York State Teachers Retirement System116,239$44.2M0.10%−6,123−5.0%Reduced
Worldquant Millennium Advisors LLC114,209$43.4M0.61%+19,616+20.7%Added
Prudential Financial Inc115,152$43.2M0.07%−7,320−6.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110,995$42.2M0.07%+4,203+3.9%Added
Great West Life Assurance Co110,548$41.8M0.09%+13,926+14.4%Added
Westfield Capital Management Co LP109,519$41.6M0.24%−109,659−50.0%Reduced
State Board of Administration of Florida Retirement System109,518$41.6M0.09%+2,766+2.6%Added
BNP Paribas Arbitrage, SA106,780$40.6M0.07%+56,648+113.0%Added
Wedge Capital Management L L P104,624$39.7M0.71%−438−0.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.103,942$39.5M0.11%−24,193−18.9%Reduced
Aware Super Pty Ltd as trustee of Aware Super79,805$39.1M0.54%+79,805New
MML Investors Services, LLC101,204$38.4M0.18%+13,369+15.2%Added
US Bancorp98,904$37.6M0.06%+2,953+3.1%Added
Adage Capital Partners GP, L.L.C.98,268$37.3M0.08%−3,800−3.7%Reduced
Atwood & Palmer Inc93,818$35.6M2.88%−1,442−1.5%Reduced
Russell Investments Group, Ltd.93,650$35.6M0.06%−351−0.4%Reduced
Standard Life Aberdeen plc91,016$34.6M0.07%+11,845+15.0%Added