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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
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$70.00%0New
NewSquare Capital LLC1$2260.00%−32−97.0%Reduced
Colonial Trust Advisors1$3800.00%00.0%Unchanged
Ibex Wealth Advisors1$5250.11%−1,236−99.9%Reduced
Tfo-TDC, LLC2$7600.00%00.0%Unchanged
Wolff Wiese Magana LLC2$7600.00%00.0%Unchanged
TCTC Holdings, LLC2$7600.00%00.0%Unchanged
Aspect Partners, LLC2$7600.00%+2New
Rosenberg Matthew Hamilton3$1.14K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.14K0.00%+3New
Cape Investment Advisory, Inc.4$1.52K0.00%00.0%Unchanged
Kapitalo Investimentos Ltda4$1.52K0.00%+4New
Chilton Capital Management LLC4$1.52K0.00%+4New
Concord Wealth Partners5$1.90K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.6$2.00K0.00%+6New
Tucker Asset Management LLC6$2.28K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$2.28K0.00%00.0%Unchanged
Annapolis Financial Services, LLC7$2.66K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC7$2.66K0.00%+1+16.7%Added
Hazlett, Burt & Watson, Inc.8$3.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC8$3.04K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.8$3.04K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.8$3.13K0.00%−7−46.7%Reduced
Addison Advisors LLC9$3.42K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$3.42K0.00%00.0%Unchanged
Caitlin John, LLC9$3.57K0.00%+9New
Brown, Lisle/Cummings, Inc.10$3.80K0.00%00.0%Unchanged
Provence Wealth Management Group10$3.80K0.00%00.0%Unchanged
Lee Financial Co10$3.80K0.00%00.0%Unchanged
TFC Financial Management10$3.81K0.00%00.0%Unchanged
Able Wealth Management LLC10$3.92K0.00%+10New
Godsey & Gibb Associates11$4.18K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$4.18K0.00%+11New
Atlas Capital Advisors LLC12$4.56K0.00%00.0%Unchanged
Fairman Group, LLC12$4.56K0.00%+12New
Center for Financial Planning, Inc.13$4.94K0.00%00.0%Unchanged
Avion Wealth12$5.00K0.00%−1−7.7%Reduced
Valued Wealth Advisors LLC16$5.28K0.00%+16New
Dunhill Financial, LLC14$5.50K0.00%+14New
Silicon Valley Capital Partners15$5.51K0.00%+1+7.1%Added
Carolinas Wealth Consulting LLC15$5.63K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.15$5.70K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC15$5.70K0.01%+15New
Capital Advisors, Ltd. LLC17$6.00K0.00%00.0%Unchanged
City State Bank17$6.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$6.08K0.00%+16New
Sittner & Nelson, LLC17$6.46K0.00%00.0%Unchanged
Sachetta, LLC17$6.46K0.00%+17New
Coppell Advisory Solutions LLC18$6.69K0.00%+8+80.0%Added
Glen Eagle Advisors, LLC18$6.84K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$6.84K0.00%+2+12.5%Added
Provenance Wealth Advisors, LLC18$6.84K0.00%+18New
SJS Investment Consulting Inc.18$6.84K0.00%−3−14.3%Reduced
Naples Money Management LLC19$7.22K0.01%+19New
Cedar Wealth Management, LLC20$7.60K0.00%−10−33.3%Reduced
Institutional & Family Asset Management, LLC20$7.60K0.00%00.0%Unchanged
New Millennium Group LLC20$7.60K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$7.98K0.00%00.0%Unchanged
Salomon & Ludwin, LLC26$8.57K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.23$8.74K0.00%00.0%Unchanged
Northwest Financial Advisors24$9.12K0.01%+24New
Mechanics Financial Corp25$9.50K0.01%00.0%Unchanged
Winch Advisory Services, LLC26$9.78K0.00%00.0%Unchanged
JNBA Financial Advisors26$9.88K0.00%00.0%Unchanged
Scarborough Advisors, LLC27$10.3K0.00%+27New
Versant Capital Management, Inc28$10.6K0.00%+1+3.7%Added
RFP Financial Group LLC28$10.6K0.00%+28New
FSA Wealth Management LLC30$11.0K0.01%+30New
GPS Wealth Strategies Group, LLC29$11.0K0.00%−691−96.0%Reduced
Plato Investment Management Ltd29$11.0K0.01%+29New
Bruce G. Allen Investments, LLC29$11.0K0.01%+29New
MCF Advisors LLC29$11.0K0.00%00.0%Unchanged
Main Street Group, LTD29$11.2K0.00%+29New
Tyler-Stone Wealth Management30$11.4K0.01%00.0%Unchanged
Sandy Spring Bank30$11.4K0.00%00.0%Unchanged
Northwest Capital Management Inc30$11.4K0.00%00.0%Unchanged
PrairieView Partners, LLC32$12.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC32$12.2K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.32$12.2K0.00%−1,984−98.4%Reduced
Core Alternative Capital33$12.6K0.00%−9−21.4%Reduced
Distillate Capital Partners LLC36$13.7K2.97%+36New
Raffa Wealth Management, LLC37$14.1K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC37$14.1K0.00%+37New
Mascoma Wealth Management LLC40$15.2K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC40$15.2K0.01%00.0%Unchanged
Venturi Wealth Management, LLC41$15.6K0.00%+31+310.0%Added
REAP Financial Group, LLC41$15.6K0.00%+41New
Custom Portfolio Group LLC42$16.0K0.01%+42New
Jones Financial Companies LLLP44$16.7K0.00%+19+76.0%Added
Sofos Investments, Inc.43$16.8K0.00%+42+4,200.0%Added
Eagle Bay Advisors LLC45$17.0K0.01%−388−89.6%Reduced
AdvisorNet Financial, Inc45$17.1K0.00%+29+181.3%Added
Greenwood Gearhart Inc45$17.1K0.00%+45New
Solstein Capital, LLC46$17.5K0.01%00.0%Unchanged
Founders Capital Management48$18.2K0.01%00.0%Unchanged
American National Bank49$18.6K0.00%−22−31.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$19.0K0.01%+50New
Smartleaf Asset Management LLC52$19.8K0.01%+52New
Valley National Advisers Inc55$20.0K0.00%+55New