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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 1,404 | $533.3K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,405 | $533.7K | 0.00% | +733+109.1% | Added |
| Pointe Capital Management LLC | 1,412 | $536.3K | 0.37% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,414 | $537.1K | 0.02% | +24+1.7% | Added |
| NEOS Investment Management LLC | 1,434 | $544.7K | 0.05% | +671+87.9% | Added |
| Lebenthal Global Advisors, LLC | 1,440 | $547.0K | 0.13% | +1,440 | New |
| Forum Financial Management, LP | 1,446 | $549.4K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,208 | $549.7K | 0.02% | +3,208 | New |
| Guinness Asset Management LTD | 1,460 | $554.6K | 0.01% | −192−11.6% | Reduced |
| Insight Advisors, LLC | 1,467 | $557.2K | 0.12% | −10−0.7% | Reduced |
| Becker Capital Management Inc | 1,468 | $557.6K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 1,469 | $558.0K | 0.15% | +1,469 | New |
| Baker Tilly Wealth Management, LLC | 1,470 | $558.4K | 0.09% | −177−10.7% | Reduced |
| Renasant Bank | 1,478 | $561.4K | 0.45% | +9+0.6% | Added |
| Eisler Capital (UK) Ltd. | 1,480 | $562.1K | 0.05% | −1,226−45.3% | Reduced |
| Coastal Bridge Advisors, LLC | 1,488 | $565.1K | 0.14% | +3+0.2% | Added |
| BFSG, LLC | 1,491 | $566.3K | 0.08% | +1,491 | New |
| Gladstone Institutional Advisory LLC | 1,498 | $569.0K | 0.03% | −69−4.4% | Reduced |
| Inceptionr LLC | 1,499 | $569.4K | 0.41% | +637+73.9% | Added |
| Gabelli Funds LLC | 1,500 | $569.7K | 0.00% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,502 | $570.5K | 0.50% | −7−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,509 | $573.2K | 0.02% | +1,158+329.9% | Added |
| Fort Point Capital Partners LLC | 1,525 | $579.2K | 0.09% | −96−5.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,527 | $580.0K | 0.02% | −706−31.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,527 | $580.0K | 0.02% | +272+21.7% | Added |
| 1776 Wealth LLC | 1,533 | $582.3K | 0.29% | +61+4.1% | Added |
| Basepoint Wealth LLC | 1,536 | $583.4K | 0.47% | +16+1.1% | Added |
| Schechter Investment Advisors, LLC | 1,538 | $584.3K | 0.05% | −32−2.0% | Reduced |
| Everence Capital Management Inc | 1,540 | $585.0K | 0.04% | −2,880−65.2% | Reduced |
| Vishria Bird Financial Group, LLC | 1,545 | $587.0K | 0.28% | +1+0.1% | Added |
| Congress Wealth Management LLC | 1,552 | $589.5K | 0.01% | +23+1.5% | Added |
| Accel Wealth Management | 1,577 | $598.9K | 0.30% | +35+2.3% | Added |
| Plimoth Trust Co LLC | 1,580 | $600.1K | 0.17% | −10−0.6% | Reduced |
| Eagle Global Advisors LLC | 1,600 | $607.7K | 0.04% | +120+8.1% | Added |
| Ancora Advisors, LLC | 1,603 | $608.9K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $611.1K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,609 | $611.1K | 0.01% | +96+6.3% | Added |
| KLR Investment Advisors, LLC | 1,612 | $612.3K | 0.44% | +157+10.8% | Added |
| Geller Advisors LLC | 1,620 | $615.3K | 0.06% | −23−1.4% | Reduced |
| Grimes & Company, Inc. | 1,631 | $619.4K | 0.02% | −1−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,634 | $620.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,638 | $622.2K | 0.11% | −99−5.7% | Reduced |
| Transcend Wealth Collective, LLC | 1,641 | $623.4K | 0.06% | −58−3.4% | Reduced |
| EP Wealth Advisors, LLC | 1,648 | $626.1K | 0.01% | +95+6.1% | Added |
| Legacy Advisors, LLC | 1,650 | $626.7K | 0.08% | +556+50.8% | Added |
| Citizens Financial Group Inc | 1,661 | $630.8K | 0.02% | +639+62.5% | Added |
| Insigneo Advisory Services, LLC | 1,661 | $630.9K | 0.09% | −14−0.8% | Reduced |
| Argent Trust Co | 1,680 | $638.1K | 0.03% | −15−0.9% | Reduced |
| Spinnaker Trust | 1,685 | $640.0K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 1,686 | $640.4K | 0.00% | −42−2.4% | Reduced |
| TrinityPoint Wealth, LLC | 1,697 | $644.7K | 0.12% | +227+15.4% | Added |
| DoubleLine ETF Adviser LP | 1,701 | $646.1K | 0.19% | +121+7.7% | Added |
| Legacy Trust | 1,702 | $646.5K | 0.17% | −2−0.1% | Reduced |
| Zhang Financial LLC | 1,724 | $654.7K | 0.06% | +203+13.3% | Added |
| Pennsylvania Capital Management Inc | 1,733 | $658.2K | 0.26% | −4−0.2% | Reduced |
| Ritholtz Wealth Management | 1,742 | $661.8K | 0.03% | −13−0.7% | Reduced |
| Boston Financial Mangement LLC | 1,745 | $662.8K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,747 | $663.6K | 0.00% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,771 | $664.0K | 0.13% | −1−0.1% | Reduced |
| Banque Cantonale Vaudoise | 1,750 | $665.0K | 0.03% | −547−23.8% | Reduced |
| First Commonwealth Financial Corp | 1,756 | $667.0K | 0.21% | +34+2.0% | Added |
| Qsemble Capital Management, LP | 1,761 | $668.9K | 0.17% | −439−20.0% | Reduced |
| Quent Capital, LLC | 1,767 | $671.1K | 0.09% | +40+2.3% | Added |
| Syon Capital LLC | 1,783 | $677.4K | 0.07% | +90+5.3% | Added |
| Alberta Investment Management Corp | 1,800 | $683.7K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 1,800 | $683.7K | 0.18% | +1,800 | New |
| Integrated Advisors Network LLC | 1,806 | $686.1K | 0.04% | −302−14.3% | Reduced |
| IFP Advisors, Inc | 1,811 | $688.0K | 0.03% | −88−4.6% | Reduced |
| Dodge & Cox | 1,827 | $693.9K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $701.2K | 0.02% | −125−6.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,860 | $706.5K | 0.14% | +1,860 | New |
| Evergreen Capital Management LLC | 1,869 | $709.9K | 0.03% | −41−2.1% | Reduced |
| Simplex Trading, LLC | 1,874 | $711.0K | 0.02% | +1,874 | New |
| Fifth Third Wealth Advisors LLC | 1,875 | $712.3K | 0.23% | −123−6.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,875 | $713.0K | 0.10% | −1,342−41.7% | Reduced |
| Stephens Inc | 1,887 | $716.9K | 0.01% | +186+10.9% | Added |
| Stonegate Investment Group, LLC | 1,890 | $717.9K | 0.02% | −29−1.5% | Reduced |
| Mairs & Power Inc | 1,895 | $719.8K | 0.01% | −267−12.3% | Reduced |
| LM Advisors LLC | 1,896 | $720.2K | 0.14% | +1,896 | New |
| Colony Group, LLC | 1,905 | $724.0K | 0.01% | +1,905 | New |
| Stokes Capital Advisors, LLC | 1,910 | $725.5K | 0.23% | −40−2.1% | Reduced |
| MorganRosel Wealth Management, LLC | 1,923 | $730.4K | 0.28% | −107−5.3% | Reduced |
| Prosperity Consulting Group, LLC | 1,931 | $733.5K | 0.25% | +46+2.4% | Added |
| Petrus Trust Company, LTA | 1,969 | $747.9K | 0.07% | +854+76.6% | Added |
| Pacific Capital Partners Ltd | 1,998 | $758.9K | 0.57% | +36+1.8% | Added |
| Hancock Whitney Corp | 2,000 | $759.7K | 0.03% | −83−4.0% | Reduced |
| Gateway Advisory, LLC | 2,007 | $762.3K | 0.15% | −74−3.6% | Reduced |
| Round Rock Advisors, LLC | 2,020 | $767.3K | 0.19% | +2,020 | New |
| Shell Asset Management Co | 2,023 | $768.0K | 0.04% | −541−21.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,023 | $768.4K | 0.19% | +16+0.8% | Added |
| Nomura Holdings Inc | 2,040 | $774.9K | 0.01% | +2,040 | New |
| Angeles Investment Advisors, LLC | 2,041 | $775.2K | 0.05% | −59−2.8% | Reduced |
| Fielder Capital Group LLC | 2,043 | $775.9K | 0.47% | +2,043 | New |
| Evergreen Wealth Solutions, LLC | 2,072 | $787.1K | 0.67% | +5+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $795.7K | 0.21% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,120 | $805.2K | 0.01% | −27−1.3% | Reduced |
| Mather Group, LLC. | 2,144 | $814.4K | 0.01% | +209+10.8% | Added |
| Pettee Investors, Inc. | 2,150 | $816.6K | 0.36% | −250−10.4% | Reduced |
| Synovus Financial Corp | 2,153 | $817.8K | 0.01% | +134+6.6% | Added |
| GTS Securities LLC | 2,155 | $818.5K | 0.02% | +906+72.5% | Added |