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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SEI Investments Co | 169,493 | $64.4M | 0.10% | −4,944−2.8% | Reduced |
| TCW Group Inc | 171,850 | $65.3M | 0.73% | −5,572−3.1% | Reduced |
| Raymond James & Associates | 172,117 | $65.4M | 0.05% | +1,095+0.6% | Added |
| Putnam Investments LLC | 174,206 | $66.2M | 0.09% | +9,339+5.7% | Added |
| American Century Companies Inc | 188,340 | $71.5M | 0.05% | −3,259−1.7% | Reduced |
| California Public Employees Retirement System | 195,282 | $74.2M | 0.06% | −10,880−5.3% | Reduced |
| Massachusetts Financial Services Co | 195,621 | $74.3M | 0.02% | +2,178+1.1% | Added |
| Welch & Forbes LLC | 196,563 | $74.7M | 1.13% | −2,014−1.0% | Reduced |
| Qube Research & Technologies Ltd | 211,167 | $80.2M | 0.18% | +2,597+1.2% | Added |
| CIBC Private Wealth Group, LLC | 213,868 | $81.2M | 0.17% | +3,184+1.5% | Added |
| Price T Rowe Associates Inc | 217,635 | $82.7M | 0.01% | −1,046−0.5% | Reduced |
| Rhumbline Advisers | 224,589 | $85.3M | 0.09% | −5,365−2.3% | Reduced |
| Allianz Asset Management GmbH | 230,173 | $87.4M | 0.16% | −113,921−33.1% | Reduced |
| Credit Suisse AG | 234,644 | $89.1M | 0.09% | +12,867+5.8% | Added |
| Victory Capital Management Inc | 240,289 | $91.3M | 0.10% | +33,081+16.0% | Added |
| Axiom Investors LLC | 240,481 | $91.3M | 0.90% | +64,259+36.5% | Added |
| Swedbank AB | 248,467 | $94.4M | 0.15% | +21,661+9.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 264,545 | $100.5M | 0.07% | −3,818−1.4% | Reduced |
| HSBC Holdings PLC | 269,317 | $102.4M | 0.09% | +22,213+9.0% | Added |
| Principal Financial Group Inc | 272,957 | $103.7M | 0.07% | −11,202−3.9% | Reduced |
| Federated Hermes, Inc. | 304,953 | $115.8M | 0.29% | +17,307+6.0% | Added |
| Bank of Montreal | 334,803 | $127.8M | 0.07% | −27,661−7.6% | Reduced |
| Silvercrest Asset Management Group LLC | 367,955 | $139.8M | 0.99% | −19,126−4.9% | Reduced |
| Agf Management Ltd | 372,361 | $141.4M | 0.83% | −4,971−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 382,232 | $145.2M | 0.66% | +195,475+104.7% | Added |
| Barclays PLC | 407,741 | $154.9M | 0.08% | +57,350+16.4% | Added |
| The PNC Financial Services Group, Inc. | 426,587 | $162.0M | 0.13% | −5,721−1.3% | Reduced |
| Marshall Wace, LLP | 449,493 | $170.7M | 0.33% | +210,301+87.9% | Added |
| Amundi | 455,485 | $171.2M | 0.08% | +58,314+14.7% | Added |
| Truist Financial Corp | 528,770 | $200.8M | 0.32% | −48,841−8.5% | Reduced |
| Lord, Abbett & Co. LLC | 532,464 | $202.2M | 0.71% | −56,054−9.5% | Reduced |
| Thrivent Financial for Lutherans | 544,958 | $207.0M | 0.45% | −5,734−1.0% | Reduced |
| Brown Advisory Inc | 548,672 | $208.4M | 0.29% | −85,860−13.5% | Reduced |
| First Trust Advisors LP | 564,110 | $214.3M | 0.23% | +512,884+1,001.2% | Added |
| Charles Schwab Investment Management Inc | 584,707 | $222.1M | 0.06% | +4,811+0.8% | Added |
| TD Asset Management Inc | 595,644 | $226.2M | 0.22% | +358,780+151.5% | Added |
| Deutsche Bank AG | 602,044 | $228.7M | 0.12% | +17,999+3.1% | Added |
| Invesco Ltd. | 604,478 | $229.6M | 0.05% | −68,345−10.2% | Reduced |
| Envestnet Asset Management Inc | 652,360 | $247.8M | 0.10% | +32,312+5.2% | Added |
| Legal & General Group Plc | 677,812 | $257.5M | 0.08% | −11,281−1.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 726,854 | $276.1M | 1.46% | −3,585−0.5% | Reduced |
| Bank of America Corp | 742,041 | $281.8M | 0.03% | −61,693−7.7% | Reduced |
| Goldman Sachs Group Inc | 815,234 | $309.7M | 0.07% | +12,248+1.5% | Added |
| Lyrical Asset Management LP | 922,600 | $350.4M | 5.72% | −9,913−1.1% | Reduced |
| LSV Asset Management | 948,925 | $360.4M | 0.79% | −48,380−4.9% | Reduced |
| Royal Bank of Canada | 962,105 | $365.4M | 0.09% | +67,361+7.5% | Added |
| Dimensional Fund Advisors LP | 1,015,225 | $385.6M | 0.11% | +35,931+3.7% | Added |
| Northern Trust Corp | 1,180,946 | $448.6M | 0.08% | −70,507−5.6% | Reduced |
| FMR LLC | 1,275,716 | $484.6M | 0.04% | −19,810−1.5% | Reduced |
| Norges Bank | 1,354,655 | $514.5M | 0.09% | +72,365+5.6% | Added |
| UBS Group AG | 1,355,816 | $515.0M | 0.21% | +133,912+11.0% | Added |
| Bank of New York Mellon Corp | 1,362,989 | $517.7M | 0.10% | −127,413−8.5% | Reduced |
| Nuveen Asset Management, LLC | 1,481,493 | $562.7M | 0.18% | −26,306−1.7% | Reduced |
| Boston Partners | 1,604,991 | $609.7M | 0.81% | −127,089−7.3% | Reduced |
| UBS Asset Management Americas Inc | 1,737,857 | $660.1M | 0.26% | −140,493−7.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,914,374 | $727.1M | 2.66% | +180,356+10.4% | Added |
| Morgan Stanley | 2,262,374 | $859.3M | 0.08% | +21,349+1.0% | Added |
| Geode Capital Management, LLC | 2,493,070 | $944.7M | 0.10% | +8,302+0.3% | Added |
| JPMorgan Chase & Co | 3,239,398 | $1.23B | 0.13% | +122,646+3.9% | Added |
| Aristotle Capital Management, LLC | 3,499,042 | $1.33B | 2.60% | −174,073−4.7% | Reduced |
| State Street Corp | 4,504,098 | $1.71B | 0.08% | +50,038+1.1% | Added |
| BlackRock Inc. | 8,338,265 | $3.17B | 0.08% | −205,148−2.4% | Reduced |
| Vanguard Group Inc | 13,012,431 | $4.94B | 0.11% | −239,461−1.8% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −131,801−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −123,577−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −95,334−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −53,595−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −22,081−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −19,539−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −18,540−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,424−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,894−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −6,347−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,140−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −787−100.0% | Sold out |