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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 54 | $20.5K | 0.01% | −41−43.2% | Reduced |
| Toth Financial Advisory Corp | 55 | $20.9K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 56 | $21.1K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $21.3K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 56 | $21.3K | 0.00% | +13+30.2% | Added |
| BKM Wealth Management, LLC | 56 | $21.3K | 0.01% | +56 | New |
| First Foundation Advisors | 60 | $22.8K | 0.00% | +60 | New |
| Birchbrook, Inc. | 60 | $22.8K | 0.02% | +60 | New |
| Key Financial Inc | 61 | $23.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 63 | $23.9K | 0.02% | +63 | New |
| Financial Management Professionals, Inc. | 66 | $25.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $26.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $26.2K | 0.01% | +2+3.0% | Added |
| Piscataqua Savings Bank | 70 | $26.6K | 0.02% | −20−22.2% | Reduced |
| Ofi Invest Asset Management | 80 | $27.5K | 0.00% | +1+1.3% | Added |
| Covestor Ltd | 75 | $29.0K | 0.02% | −25−25.0% | Reduced |
| Twin Lakes Capital Management, LLC | 80 | $30.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $32.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 85 | $32.3K | 0.01% | −2−2.3% | Reduced |
| Hantz Financial Services, Inc. | 88 | $33.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 87 | $33.0K | 0.00% | +6+7.4% | Added |
| Financial Freedom, LLC | 88 | $33.4K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 89 | $33.8K | 0.01% | +89 | New |
| Wetzel Investment Advisors, Inc. | 90 | $34.0K | 0.02% | +90 | New |
| Bell Investment Advisors, Inc | 93 | $35.3K | 0.01% | +1+1.1% | Added |
| Close Asset Management Ltd | 95 | $36.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 95 | $36.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $38.0K | 0.02% | −41−29.1% | Reduced |
| Delta Asset Management LLC | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 100 | $38.0K | 0.01% | +100 | New |
| Westside Investment Management, Inc. | 102 | $38.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 102 | $39.0K | 0.00% | +2+2.0% | Added |
| Fortitude Family Office, LLC | 103 | $39.1K | 0.03% | +103 | New |
| Bangor Savings Bank | 104 | $39.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $39.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 109 | $42.0K | 0.00% | +16+17.2% | Added |
| Pin Oak Investment Advisors Inc | 112 | $43.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 130 | $49.3K | 0.00% | −1,023−88.7% | Reduced |
| Private Ocean, LLC | 132 | $50.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $50.5K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 135 | $51.3K | 0.01% | +135 | New |
| Financial Perspectives, Inc | 137 | $52.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $53.2K | 0.00% | +48+52.2% | Added |
| West Paces Advisors Inc. | 145 | $55.1K | 0.02% | +3+2.1% | Added |
| Arlington Partners LLC | 147 | $55.8K | 0.02% | +147 | New |
| Evermay Wealth Management LLC | 149 | $56.6K | 0.01% | +1+0.7% | Added |
| Bray Capital Advisors | 150 | $57.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $57.0K | 0.00% | +150 | New |
| Deseret Mutual Benefit Administrators | 152 | $57.7K | 0.03% | −47−23.6% | Reduced |
| Silvant Capital Management LLC | 152 | $57.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 156 | $59.0K | 0.01% | +150+2,500.0% | Added |
| EdgeRock Capital LLC | 154 | $60.2K | 0.04% | +154 | New |
| Tompkins Financial Corp | 159 | $60.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $60.4K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 164 | $62.3K | 0.03% | +11+7.2% | Added |
| Rogco, LP | 166 | $63.1K | 0.03% | −19−10.3% | Reduced |
| Lowe Wealth Advisors, LLC | 167 | $63.4K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 168 | $63.7K | 0.03% | −16−8.7% | Reduced |
| Fairfield, Bush & Co. | 175 | $66.5K | 0.04% | +175 | New |
| Glassman Wealth Services | 177 | $67.2K | 0.01% | +2+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 180 | $68.4K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 180 | $68.4K | 0.05% | +180 | New |
| Montag A & Associates Inc | 186 | $70.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $70.9K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 191 | $72.5K | 0.02% | +191 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $75.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 198 | $75.2K | 0.04% | +35+21.5% | Added |
| Motco | 206 | $78.2K | 0.01% | −107−34.2% | Reduced |
| Laurel Wealth Advisors LLC | 209 | $79.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $80.1K | 0.03% | −2−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 222 | $84.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $90.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $91.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $93.1K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $95.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 252 | $96.0K | 0.00% | +252 | New |
| Central Bank & Trust Co | 260 | $98.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $99.1K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 265 | $101.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 270 | $102.6K | 0.02% | −15−5.3% | Reduced |
| Zions Bancorporation, N.A. | 271 | $102.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 282 | $107.0K | 0.01% | −47−14.3% | Reduced |
| South State Corp. | 294 | $111.7K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 300 | $113.9K | 0.05% | −5−1.6% | Reduced |
| Alta Advisers Ltd | 300 | $113.9K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $116.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 314 | $119.3K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 317 | $120.4K | 0.08% | −25−7.3% | Reduced |
| Kozak & Associates, Inc. | 328 | $122.4K | 0.04% | +1+0.3% | Added |
| Harbor Investment Advisory, LLC | 335 | $127.2K | 0.01% | +144+75.4% | Added |
| West Oak Capital, LLC | 340 | $128.0K | 0.06% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 338 | $128.3K | 0.03% | +338 | New |
| Creative Financial Designs Inc | 338 | $128.4K | 0.01% | +324+2,314.3% | Added |
| State of Wyoming | 340 | $129.1K | 0.02% | −24−6.6% | Reduced |
| Ostrum Asset Management | 344 | $130.7K | 0.01% | −514−59.9% | Reduced |
| Kelly Financial Services LLC | 350 | $132.8K | 0.05% | +60+20.7% | Added |
| Acadian Asset Management LLC | 352 | $133.0K | 0.00% | −3,141−89.9% | Reduced |
| Independence Bank of Kentucky | 355 | $134.8K | 0.05% | −30−7.8% | Reduced |
| First Personal Financial Services | 358 | $136.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $136.4K | 0.02% | 00.0% | Unchanged |