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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 2,168 | $823.5K | 0.07% | +854+65.0% | Added |
| Lindbrook Capital, LLC | 2,176 | $826.5K | 0.08% | +60+2.8% | Added |
| Stratos Wealth Partners, LTD. | 2,176 | $826.6K | 0.02% | +33+1.5% | Added |
| Invesco, LLC | 2,189 | $831.4K | 0.39% | −29−1.3% | Reduced |
| Edgestream Partners, L.P. | 2,254 | $856.1K | 0.06% | −1,153−33.8% | Reduced |
| Signaturefd, LLC | 2,270 | $862.2K | 0.02% | +32+1.4% | Added |
| CAPROCK Group, Inc. | 2,304 | $875.3K | 0.06% | +394+20.6% | Added |
| Cavalier Investments, LLC | 2,305 | $875.5K | 0.32% | +48+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,334 | $886.6K | 0.04% | +561+31.6% | Added |
| Resources Investment Advisors, LLC. | 2,340 | $888.7K | 0.02% | +41+1.8% | Added |
| EPG Wealth Management LLC | 2,284 | $890.6K | 0.23% | +161+7.6% | Added |
| Camden Capital, LLC | 2,381 | $904.4K | 0.09% | +913+62.2% | Added |
| Copperwynd Financial, LLC | 2,384 | $905.4K | 0.36% | −37−1.5% | Reduced |
| Seven Eight Capital, LP | 2,386 | $906.3K | 0.10% | −1,255−34.5% | Reduced |
| Clearstead Advisors, LLC | 2,417 | $917.9K | 0.05% | +39+1.6% | Added |
| Eqis Capital Management, Inc. | 2,440 | $926.8K | 0.08% | +318+15.0% | Added |
| FJ Investments, LLC | 2,450 | $930.6K | 0.04% | +2,450 | New |
| Unigestion Holding SA | 2,465 | $936.3K | 0.05% | −692−21.9% | Reduced |
| Vectors Research Management, LLC | 2,480 | $938.0K | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,471 | $938.7K | 0.02% | −1,127−31.3% | Reduced |
| Lake Street Advisors Group, LLC | 2,492 | $946.4K | 0.05% | +2,492 | New |
| Brendel Financial Advisors LLC | 2,534 | $962.0K | 0.63% | 00.0% | Unchanged |
| Balentine LLC | 2,555 | $970.5K | 0.03% | +369+16.9% | Added |
| Tokio Marine Asset Management Co Ltd | 2,557 | $971.2K | 0.05% | +266+11.6% | Added |
| Penobscot Investment Management Company, Inc. | 2,577 | $978.8K | 0.11% | −85−3.2% | Reduced |
| Fayez Sarofim & Co | 2,470 | $980.4K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 2,588 | $982.7K | 0.02% | +682+35.8% | Added |
| Chase Investment Counsel Corp | 2,600 | $987.0K | 0.44% | +2,600 | New |
| Paradigm Asset Management Co LLC | 2,600 | $987.6K | 0.26% | −100−3.7% | Reduced |
| Gator Capital Management, LLC | 2,600 | $987.6K | 0.55% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,653 | $1.01M | 0.17% | −5−0.2% | Reduced |
| Sawtooth Solutions, LLC | 2,681 | $1.02M | 0.03% | −39−1.4% | Reduced |
| Bleakley Financial Group, LLC | 2,681 | $1.02M | 0.03% | −39−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,694 | $1.02M | 0.01% | −98−3.5% | Reduced |
| Independent Advisor Alliance | 2,749 | $1.04M | 0.04% | +391+16.6% | Added |
| HM Payson & Co | 2,751 | $1.04M | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,775 | $1.05M | 0.73% | −91−3.2% | Reduced |
| Qtron Investments LLC | 2,795 | $1.06M | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,804 | $1.07M | 0.03% | +3+0.1% | Added |
| Skba Capital Management LLC | 2,845 | $1.08M | 0.18% | −50−1.7% | Reduced |
| Vinva Investment Management Ltd | 2,839 | $1.08M | 0.08% | −228−7.4% | Reduced |
| Marks Group Wealth Management, Inc | 2,858 | $1.09M | 0.12% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,874 | $1.09M | 0.25% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,885 | $1.10M | 0.03% | −47−1.6% | Reduced |
| HB Wealth Management, LLC | 2,887 | $1.10M | 0.02% | +53+1.9% | Added |
| Versor Investments LP | 2,900 | $1.10M | 0.22% | +1,000+52.6% | Added |
| Sabal Trust CO | 2,929 | $1.11M | 0.07% | −1,100−27.3% | Reduced |
| Sandy Cove Advisors, LLC | 2,947 | $1.12M | 0.57% | +67+2.3% | Added |
| Park Place Capital Corp | 2,955 | $1.12M | 0.45% | +107+3.8% | Added |
| Everpar Advisors LLC | 2,955 | $1.12M | 0.52% | +2,955 | New |
| Pitcairn Co | 2,957 | $1.12M | 0.08% | +5+0.2% | Added |
| US Asset Management LLC | 2,968 | $1.13M | 1.11% | +2,968 | New |
| Meeder Advisory Services, Inc. | 2,969 | $1.13M | 0.13% | +31+1.1% | Added |
| Tiaa Trust, National Association | 2,974 | $1.13M | 0.00% | −421−12.4% | Reduced |
| Tectonic Advisors LLC | 2,998 | $1.14M | 0.10% | +171+6.0% | Added |
| Huntington National Bank | 3,001 | $1.14M | 0.01% | −307−9.3% | Reduced |
| Citadel Advisors LLC | 3,023 | $1.15M | 0.00% | −3−0.1% | Reduced |
| Wade G W & Inc | 3,049 | $1.16M | 0.04% | +1,568+105.9% | Added |
| Umb Bank N A | 3,056 | $1.16M | 0.02% | −23−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,061 | $1.16M | 0.05% | +375+14.0% | Added |
| Kestra Private Wealth Services, LLC | 3,064 | $1.16M | 0.03% | −30−1.0% | Reduced |
| Focus Financial Network Inc | 3,068 | $1.17M | 0.04% | +3,068 | New |
| Veriti Management LLC | 3,069 | $1.17M | 0.10% | +397+14.9% | Added |
| HighPoint Advisor Group LLC | 2,710 | $1.17M | 0.08% | +2,710 | New |
| NewEdge Wealth, LLC | 3,079 | $1.17M | 0.03% | −232−7.0% | Reduced |
| Courier Capital LLC | 3,090 | $1.17M | 0.09% | −120−3.7% | Reduced |
| Bridges Investment Management Inc | 3,105 | $1.18M | 0.04% | −50−1.6% | Reduced |
| Palisade Asset Management, LLC | 3,109 | $1.18M | 0.13% | −300−8.8% | Reduced |
| RFG Advisory, LLC | 3,121 | $1.19M | 0.05% | −77−2.4% | Reduced |
| Chilton Investment Co LLC | 3,133 | $1.19M | 0.04% | −168−5.1% | Reduced |
| WBI Investments | 3,164 | $1.20M | 0.24% | +3,164 | New |
| Pring Turner Capital Group Inc | 3,176 | $1.21M | 0.92% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,176 | $1.21M | 0.03% | −1,062−25.1% | Reduced |
| Hilltop Partners LLC | 3,184 | $1.21M | 0.48% | −379−10.6% | Reduced |
| Empowered Funds, LLC | 3,185 | $1.21M | 0.03% | +357+12.6% | Added |
| Duality Advisers, LP | 3,194 | $1.21M | 0.13% | +3,194 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,204 | $1.22M | 0.03% | −35−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,221 | $1.22M | 0.10% | +264+8.9% | Added |
| Wedmont Private Capital | 3,196 | $1.23M | 0.10% | +122+4.0% | Added |
| ExodusPoint Capital Management, LP | 3,245 | $1.23M | 0.02% | −17,816−84.6% | Reduced |
| CWM, LLC | 3,301 | $1.25M | 0.01% | +868+35.7% | Added |
| Financial Advocates Investment Management | 3,314 | $1.26M | 0.08% | −48−1.4% | Reduced |
| Chicago Trust Co NA | 3,325 | $1.26M | 0.28% | −175−5.0% | Reduced |
| APG Asset Management N.V. | 3,732 | $1.28M | 0.00% | −244−6.1% | Reduced |
| Letson Investment Management, Inc. | 3,381 | $1.28M | 0.60% | +3,381 | New |
| Riverview Trust Co | 3,384 | $1.29M | 1.31% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,391 | $1.29M | 0.02% | +128+3.9% | Added |
| Bank Ozk | 3,416 | $1.30M | 0.63% | +257+8.1% | Added |
| RSM US Wealth Management LLC | 3,436 | $1.30M | 0.04% | +3,436 | New |
| Summit Financial, LLC | 3,502 | $1.33M | 0.09% | −32−0.9% | Reduced |
| Stewart & Patten Co LLC | 3,503 | $1.33M | 0.21% | −100−2.8% | Reduced |
| Montecito Bank & Trust | 3,519 | $1.34M | 0.29% | +351+11.1% | Added |
| Holocene Advisors, LP | 3,540 | $1.34M | 0.01% | +3,540 | New |
| Metis Global Partners, LLC | 3,547 | $1.35M | 0.05% | −1,610−31.2% | Reduced |
| Jacobi Capital Management LLC | 3,573 | $1.36M | 0.14% | +126+3.7% | Added |
| Chemistry Wealth Management LLC | 3,588 | $1.36M | 0.41% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,601 | $1.37M | 0.04% | +639+21.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,605 | $1.37M | 0.10% | +7+0.2% | Added |
| Norinchukin Bank, The | 3,652 | $1.39M | 0.03% | −548−13.0% | Reduced |
| Central Trust Co | 3,675 | $1.40M | 0.04% | +4+0.1% | Added |