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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 648 | $246.1K | 0.01% | +648 | New |
| Arthur M. Cohen & Associates, LLC | 650 | $246.9K | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 656 | $249.2K | 0.06% | +32+5.1% | Added |
| Private Trust Co NA | 657 | $249.5K | 0.03% | +66+11.2% | Added |
| OneAscent Financial Services LLC | 657 | $250.0K | 0.03% | +657 | New |
| Avantax Planning Partners, Inc. | 659 | $250.3K | 0.01% | −1−0.2% | Reduced |
| Avenue 1 Advisors, LLC | 660 | $250.7K | 0.11% | −1−0.2% | Reduced |
| Portside Wealth Group, LLC | 664 | $252.2K | 0.05% | +16+2.5% | Added |
| Northwest Bancshares, Inc. | 667 | $253.3K | 0.05% | −13−1.9% | Reduced |
| Childress Capital Advisors, LLC | 667 | $253.3K | 0.08% | −5−0.7% | Reduced |
| CX Institutional | 667 | $253.3K | 0.01% | +21+3.3% | Added |
| Arkadios Wealth Advisors | 679 | $257.9K | 0.02% | −27−3.8% | Reduced |
| Moody National Bank Trust Division | 683 | $259.4K | 0.02% | −961−58.5% | Reduced |
| Smith, Moore & Co. | 684 | $259.8K | 0.03% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 685 | $260.0K | 0.22% | +685 | New |
| Whalerock Point Partners, LLC | 687 | $260.9K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 689 | $261.6K | 0.02% | +18+2.7% | Added |
| Wellington Wealth Strategies, LLC. | 690 | $262.1K | 0.23% | +690 | New |
| Trust Point Inc. | 694 | $263.6K | 0.02% | +694 | New |
| Miracle Mile Advisors, LLC | 695 | $264.0K | 0.01% | −1−0.1% | Reduced |
| Mutual Advisors, LLC | 698 | $265.2K | 0.01% | −20−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 702 | $267.0K | 0.00% | −7−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 701 | $267.9K | 0.01% | +701 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 707 | $268.5K | 0.01% | +707 | New |
| B.O.S.S. Retirement Advisors, LLC | 709 | $269.1K | 0.05% | −140−16.5% | Reduced |
| Kathmere Capital Management, LLC | 712 | $270.4K | 0.04% | −6−0.8% | Reduced |
| Garrison Asset Management, LLC | 712 | $270.4K | 0.15% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 720 | $273.5K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 723 | $274.6K | 0.02% | −246−25.4% | Reduced |
| Ledyard National Bank | 726 | $275.8K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 731 | $277.7K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 737 | $279.9K | 0.01% | −16−2.1% | Reduced |
| Spire Wealth Management | 735 | $280.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 746 | $283.0K | 0.03% | −13−1.7% | Reduced |
| PDS Planning, Inc | 747 | $283.7K | 0.03% | −11−1.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 750 | $284.9K | 0.20% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 752 | $285.6K | 0.21% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 753 | $286.0K | 0.00% | +1+0.1% | Added |
| Modern Wealth Management, LLC | 753 | $286.0K | 0.04% | +753 | New |
| Hamilton Capital, LLC | 755 | $286.9K | 0.02% | +34+4.7% | Added |
| Hyman Charles D | 755 | $287.0K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 762 | $289.4K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 762 | $289.4K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 768 | $291.7K | 0.10% | +768 | New |
| Caldwell Sutter Capital, Inc. | 772 | $293.2K | 0.15% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 773 | $293.6K | 0.06% | −216−21.8% | Reduced |
| Allen Investment Management LLC | 777 | $295.1K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 784 | $297.8K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 790 | $300.1K | 0.12% | −60−7.1% | Reduced |
| Warren Averett Asset Management, LLC | 790 | $300.1K | 0.01% | +6+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 791 | $300.4K | 0.00% | −47,668−98.4% | Reduced |
| Machina Capital S.A.S. | 791 | $300.4K | 0.19% | +791 | New |
| Legacy Capital Wealth Partners, LLC | 792 | $301.0K | 0.09% | +101+14.6% | Added |
| Loomis Sayles & Co L P | 796 | $302.0K | 0.00% | −27−3.3% | Reduced |
| Smithfield Trust Co | 797 | $302.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 796 | $302.3K | 0.04% | −16−2.0% | Reduced |
| Waldron Private Wealth LLC | 799 | $303.5K | 0.01% | −42−5.0% | Reduced |
| Schulhoff & Co Inc | 800 | $303.9K | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 800 | $303.9K | 0.01% | +24+3.1% | Added |
| Capital Analysts, LLC | 803 | $305.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 809 | $307.3K | 0.01% | +16+2.0% | Added |
| Csenge Advisory Group | 811 | $308.0K | 0.02% | −67−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $308.0K | 0.01% | −194−19.3% | Reduced |
| Leavell Investment Management, Inc. | 812 | $308.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 811 | $308.0K | 0.01% | +811 | New |
| Hilltop Holdings Inc. | 812 | $308.4K | 0.03% | +3+0.4% | Added |
| Cairn Investment Group, Inc. | 814 | $309.0K | 0.19% | −74−8.3% | Reduced |
| Great Waters Wealth Management | 819 | $311.5K | 0.06% | +1+0.1% | Added |
| IHT Wealth Management, LLC | 823 | $312.6K | 0.01% | −120−12.7% | Reduced |
| Advisor Resource Council | 824 | $313.0K | 0.04% | +824 | New |
| Drive Wealth Management, LLC | 825 | $313.5K | 0.10% | +38+4.8% | Added |
| GAMMA Investing LLC | 811 | $313.7K | 0.08% | +811 | New |
| Daymark Wealth Partners, LLC | 828 | $314.5K | 0.02% | +5+0.6% | Added |
| Moloney Securities Asset Management, LLC | 830 | $315.1K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 840 | $319.1K | 0.01% | +221+35.7% | Added |
| Sendero Wealth Management, LLC | 840 | $319.1K | 0.06% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 845 | $320.9K | 0.06% | +3+0.4% | Added |
| First County Bank | 854 | $324.4K | 0.16% | +41+5.0% | Added |
| Peoples Financial Services Corp. | 855 | $324.7K | 0.14% | 00.0% | Unchanged |
| Rockland Trust Co | 865 | $328.6K | 0.02% | +14+1.6% | Added |
| InterOcean Capital Group, LLC | 872 | $331.3K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 874 | $332.0K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 875 | $332.4K | 0.04% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 876 | $332.9K | 0.12% | −15−1.7% | Reduced |
| Ignite Planners, LLC | 879 | $333.2K | 0.10% | −30−3.3% | Reduced |
| Custom Index Systems, LLC | 890 | $338.0K | 0.21% | +890 | New |
| Renaissance Group LLC | 889 | $338.4K | 0.01% | −20−2.2% | Reduced |
| IFG Advisory, LLC | 895 | $339.9K | 0.02% | −544−37.8% | Reduced |
| Sunbelt Securities, Inc. | 898 | $341.0K | 0.04% | +5+0.6% | Added |
| Cito Capital Group, LLC | 901 | $342.0K | 0.15% | 00.0% | Unchanged |
| First Bank & Trust | 903 | $343.0K | 0.08% | −14−1.5% | Reduced |
| Tradition Wealth Management, LLC | 910 | $345.0K | 0.04% | +3+0.3% | Added |
| Beaton Management Co. Inc. | 910 | $346.0K | 0.21% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 924 | $349.0K | 0.01% | −199−17.7% | Reduced |
| Whittier Trust Co | 919 | $349.1K | 0.01% | +142+18.3% | Added |
| Cambridge Financial Group, LLC | 922 | $350.2K | 0.18% | +922 | New |
| Moneta Group Investment Advisors LLC | 922 | $350.3K | 0.01% | +14+1.5% | Added |
| Midland Wealth Advisors LLC | 927 | $352.1K | 0.02% | +927 | New |
| Washington Trust Bank | 931 | $353.6K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 935 | $355.1K | 0.01% | +935 | New |