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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 936 | $355.5K | 0.17% | +936 | New |
| Johnson Financial Group, Inc. | 946 | $359.3K | 0.02% | −37−3.8% | Reduced |
| Harbour Investments, Inc. | 949 | $360.6K | 0.01% | −53−5.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 955 | $362.7K | 0.15% | +955 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 956 | $363.1K | 0.00% | +480+100.8% | Added |
| Rothschild Investment LLC | 957 | $363.5K | 0.03% | +957 | New |
| Hills Bank & Trust Co | 959 | $364.3K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 974 | $370.0K | 0.02% | −6,002−86.0% | Reduced |
| MV Capital Management, Inc. | 974 | $370.0K | 0.05% | +8+0.8% | Added |
| KMG Fiduciary Partners, LLC | 976 | $370.7K | 0.04% | −34−3.4% | Reduced |
| BLB&B Advisors, LLC | 978 | $371.5K | 0.02% | −20−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 980 | $372.2K | 0.06% | −1−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 980 | $372.2K | 0.09% | +24+2.5% | Added |
| UniSuper Management Pty Ltd | 985 | $374.1K | 0.00% | +185+23.1% | Added |
| Great Valley Advisor Group, Inc. | 991 | $376.1K | 0.01% | +152+18.1% | Added |
| Balyasny Asset Management LLC | 997 | $378.7K | 0.00% | +997 | New |
| Patriot Financial Group Insurance Agency, LLC | 998 | $379.1K | 0.07% | −155−13.4% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $379.8K | 0.15% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $379.8K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $379.8K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $379.8K | 0.29% | 00.0% | Unchanged |
| CSS LLC | 1,000 | $379.8K | 0.03% | +1,000 | New |
| Caldwell Trust Co | 1,007 | $382.5K | 0.05% | +165+19.6% | Added |
| Cambridge Trust Co | 1,012 | $384.4K | 0.02% | −403−28.5% | Reduced |
| FFT Wealth Management LLC | 1,020 | $387.4K | 0.03% | +58+6.0% | Added |
| Sterling Wealth Management, Inc. | 1,020 | $387.4K | 0.22% | +1,020 | New |
| Pinnacle Financial Partners Inc | 1,029 | $390.8K | 0.01% | −49−4.5% | Reduced |
| Woodmont Investment Counsel LLC | 1,031 | $391.6K | 0.04% | +5+0.5% | Added |
| Berkshire Asset Management LLC | 1,047 | $397.7K | 0.02% | +18+1.7% | Added |
| Busey Wealth Management | 1,049 | $398.4K | 0.02% | −17−1.6% | Reduced |
| Sage Mountain Advisors LLC | 1,051 | $399.2K | 0.05% | −389−27.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,029 | $399.5K | 0.16% | −77−7.0% | Reduced |
| Karpas Strategies, LLC | 1,060 | $402.6K | 0.13% | 00.0% | Unchanged |
| Carlson Capital Management | 1,064 | $404.1K | 0.02% | −73−6.4% | Reduced |
| Financial Insights, Inc. | 1,066 | $404.9K | 0.13% | +102+10.6% | Added |
| Portman Square Capital LLP | 1,071 | $406.8K | 0.07% | +1,071 | New |
| Everett Harris & Co | 1,072 | $407.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,086 | $412.5K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,088 | $413.3K | 0.01% | +6+0.6% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $414.0K | 0.39% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $415.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,099 | $417.5K | 0.00% | −168−13.3% | Reduced |
| Cetera Trust Company, N.A | 1,100 | $417.8K | 0.26% | +1,100 | New |
| Cigna Investments Inc | 1,103 | $419.0K | 0.09% | −38−3.3% | Reduced |
| 3Chopt Investment Partners, LLC | 1,106 | $420.1K | 0.15% | +1,106 | New |
| Y-Intercept (Hong Kong) Ltd | 1,109 | $421.2K | 0.04% | −5,465−83.1% | Reduced |
| Burt Wealth Advisors | 1,111 | $422.0K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,111 | $422.0K | 0.01% | +600+117.4% | Added |
| Bailard, Inc. | 1,119 | $425.0K | 0.01% | −1,501−57.3% | Reduced |
| Global Retirement Partners, LLC | 1,139 | $425.5K | 0.02% | +14+1.2% | Added |
| Ameritas Investment Partners, Inc. | 1,125 | $427.3K | 0.02% | −59−5.0% | Reduced |
| Enzi Wealth | 1,110 | $432.8K | 0.21% | 00.0% | Unchanged |
| Keel Point, LLC | 1,143 | $434.1K | 0.05% | +108+10.4% | Added |
| Pinnacle Associates Ltd | 1,144 | $434.4K | 0.01% | +45+4.1% | Added |
| Contravisory Investment Management, Inc. | 1,146 | $435.3K | 0.11% | +1,146 | New |
| Catalyst Capital Advisors LLC | 1,150 | $436.8K | 0.01% | +395+52.3% | Added |
| Benedetti & Gucer, Inc. | 1,167 | $443.3K | 0.23% | 00.0% | Unchanged |
| Invst, LLC | 1,146 | $444.7K | 0.06% | −31−2.6% | Reduced |
| Sunflower Bank, N.A. | 1,180 | $448.2K | 0.10% | +51+4.5% | Added |
| Gotham Asset Management, LLC | 1,182 | $449.0K | 0.01% | +86+7.8% | Added |
| Perritt Capital Management Inc | 1,183 | $449.5K | 0.25% | −76−6.0% | Reduced |
| Weil Company, Inc. | 1,200 | $455.8K | 0.20% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,220 | $463.4K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,220 | $463.4K | 0.01% | +275+29.1% | Added |
| Panagora Asset Management Inc | 1,225 | $465.3K | 0.00% | −37−2.9% | Reduced |
| CenterBook Partners LP | 1,226 | $465.7K | 0.06% | −1,314−51.7% | Reduced |
| Trust Asset Management LLC | 1,230 | $467.2K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,230 | $467.2K | 0.02% | +4+0.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $471.7K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,273 | $483.5K | 0.03% | −60−4.5% | Reduced |
| Old Port Advisors | 1,277 | $485.0K | 0.16% | +62+5.1% | Added |
| Fort Washington Investment Advisors Inc | 1,277 | $485.0K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,314 | $487.7K | 0.11% | +1,314 | New |
| Brevan Howard Capital Management LP | 1,291 | $490.4K | 0.05% | +616+91.3% | Added |
| EHP Funds Inc. | 1,300 | $493.8K | 0.25% | −1,400−51.9% | Reduced |
| Coastline Trust Co | 1,300 | $493.8K | 0.07% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,300 | $493.8K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,303 | $494.9K | 0.01% | −21−1.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,308 | $496.8K | 0.26% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,311 | $498.0K | 0.04% | −75−5.4% | Reduced |
| Convergence Investment Partners, LLC | 1,311 | $498.0K | 0.26% | +238+22.2% | Added |
| Cipher Capital LP | 1,315 | $499.5K | 0.16% | +1,315 | New |
| Northcape Wealth Management, LLC | 1,317 | $500.2K | 0.18% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,323 | $502.6K | 0.04% | +22+1.7% | Added |
| Wedbush Securities Inc | 1,324 | $503.0K | 0.02% | +31+2.4% | Added |
| Arlington Trust Co LLC | 1,326 | $503.7K | 0.14% | +1,326 | New |
| Charter Oak Capital Management, LLC | 1,327 | $504.0K | 0.06% | −217−14.1% | Reduced |
| Wealthspire Advisors, LLC | 1,331 | $505.6K | 0.01% | +284+27.1% | Added |
| McLean Asset Management Corp | 1,325 | $506.5K | 0.19% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,344 | $510.5K | 0.04% | +4+0.3% | Added |
| West Coast Financial LLC | 1,359 | $516.2K | 0.07% | +1,359 | New |
| Profund Advisors LLC | 1,361 | $516.9K | 0.02% | +184+15.6% | Added |
| Martingale Asset Management L P | 1,366 | $518.8K | 0.01% | −1−0.1% | Reduced |
| Catalyst Financial Partners LLC | 1,366 | $518.8K | 0.15% | +16+1.2% | Added |
| Dakota Community Bank & Trust NA | 1,367 | $519.2K | 2.91% | +24+1.8% | Added |
| Capstone Investment Advisors, LLC | 1,375 | $522.3K | 0.01% | +772+128.0% | Added |
| Beacon Financial Group | 1,381 | $524.7K | 0.06% | +387+38.9% | Added |
| We Are One Seven, LLC | 1,382 | $524.9K | 0.03% | −16−1.1% | Reduced |
| Horizon Investments, LLC | 1,401 | $530.3K | 0.01% | −28−2.0% | Reduced |
| Ci Investments Inc. | 1,402 | $533.0K | 0.00% | +66+4.9% | Added |