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 |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 6,897 | $2.62M | 1.11% | −7−0.1% | Reduced |
| Johnson Investment Counsel Inc | 6,932 | $2.63M | 0.03% | −15−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 6,962 | $2.64M | 0.02% | +2,888+70.9% | Added |
| Cetera Advisors LLC | 7,005 | $2.66M | 0.04% | +2,395+52.0% | Added |
| FineMark National Bank & Trust | 7,036 | $2.67M | 0.11% | −10−0.1% | Reduced |
| Great Lakes Advisors, LLC | 7,124 | $2.71M | 0.03% | −226−3.1% | Reduced |
| Brinker Capital Investments, LLC | 7,123 | $2.74M | 0.03% | −637−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 7,123 | $2.74M | 0.03% | −637−8.2% | Reduced |
| Lido Advisors, LLC | 7,224 | $2.74M | 0.03% | −14,963−67.4% | Reduced |
| Natixis | 7,292 | $2.77M | 0.02% | +1,603+28.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,337 | $2.79M | 0.01% | −168−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,348 | $2.79M | 0.03% | +4,426+151.5% | Added |
| Carret Asset Management, LLC | 7,360 | $2.80M | 0.36% | −265−3.5% | Reduced |
| Hennessy Advisors Inc | 7,500 | $2.85M | 0.14% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 7,627 | $2.90M | 1.79% | −94−1.2% | Reduced |
| New Potomac Partners, LLC | 7,650 | $2.91M | 1.73% | −601−7.3% | Reduced |
| IMA Wealth, Inc. | 7,660 | $2.91M | 1.46% | −933−10.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,661 | $2.92M | 0.05% | −300−3.8% | Reduced |
| Bartlett & Co. LLC | 7,661 | $2.92M | 0.05% | −300−3.8% | Reduced |
| Great Diamond Partners, LLC | 7,826 | $2.97M | 0.73% | +267+3.5% | Added |
| Perigon Wealth Management, LLC | 7,859 | $2.99M | 0.10% | −13−0.2% | Reduced |
| Cetera Investment Advisers | 7,879 | $2.99M | 0.02% | −748−8.7% | Reduced |
| Maryland State Retirement & Pension System | 8,028 | $3.05M | 0.06% | 00.0% | Unchanged |
| Groupama Asset Managment | 8,029 | $3.05M | 0.08% | +8,029 | New |
| Advisory Services Network, LLC | 8,035 | $3.05M | 0.07% | −116−1.4% | Reduced |
| LMCG Investments, LLC | 8,052 | $3.06M | 0.19% | −3,500−30.3% | Reduced |
| Kentucky Retirement Systems | 8,097 | $3.08M | 0.10% | +38+0.5% | Added |
| Tower Bridge Advisors | 8,139 | $3.09M | 0.27% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,182 | $3.11M | 0.01% | +1,533+23.1% | Added |
| Cyndeo Wealth Partners, LLC | 8,203 | $3.12M | 0.29% | −4,447−35.2% | Reduced |
| Burney Co | 8,281 | $3.15M | 0.13% | +1,427+20.8% | Added |
| Boston Private Wealth LLC | 8,461 | $3.21M | 0.08% | −2,095−19.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,532 | $3.24M | 0.00% | +78+0.9% | Added |
| Gulf International Bank (UK) Ltd | 8,546 | $3.25M | 0.09% | −1,178−12.1% | Reduced |
| GWM Advisors LLC | 8,492 | $3.27M | 0.03% | +548+6.9% | Added |
| Bridgewater Associates, LP | 8,603 | $3.27M | 0.02% | −53,912−86.2% | Reduced |
| Arjuna Capital | 8,640 | $3.28M | 1.03% | +285+3.4% | Added |
| GYL Financial Synergies, LLC | 8,832 | $3.35M | 0.28% | +177+2.0% | Added |
| Quantitative Investment Management, LLC | 8,904 | $3.38M | 0.19% | +7,613+589.7% | Added |
| Diversified Trust Co | 8,928 | $3.39M | 0.11% | +6,693+299.5% | Added |
| Edmp, Inc. | 8,954 | $3.40M | 3.10% | +221+2.5% | Added |
| Daiwa Securities Group Inc. | 9,264 | $3.52M | 0.02% | +662+7.7% | Added |
| TD Private Client Wealth LLC | 9,353 | $3.55M | 0.13% | −587−5.9% | Reduced |
| Journey Advisory Group, LLC | 9,394 | $3.57M | 0.49% | +323+3.6% | Added |
| Achmea Investment Management B.V. | 9,462 | $3.59M | 0.07% | +109+1.2% | Added |
| Fulton Bank, N.A. | 9,498 | $3.61M | 0.16% | −538−5.4% | Reduced |
| Eagle Asset Management Inc | 9,510 | $3.61M | 0.02% | +133+1.4% | Added |
| Bessemer Group Inc | 9,549 | $3.63M | 0.01% | −353−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,601 | $3.65M | 0.05% | +118+1.2% | Added |
| L2 Asset Management, LLC | 9,607 | $3.65M | 1.50% | +9,210+2,319.9% | Added |
| SOA Wealth Advisors, LLC. | 9,759 | $3.71M | 0.83% | −168−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,936 | $3.77M | 0.01% | −2,923−22.7% | Reduced |
| Raymond James Trust N.A. | 9,978 | $3.79M | 0.10% | +98+1.0% | Added |
| BancorpSouth Bank | 10,082 | $3.83M | 0.31% | −165−1.6% | Reduced |
| Mackenzie Financial Corp | 10,114 | $3.84M | 0.01% | +62+0.6% | Added |
| SG Americas Securities, LLC | 10,135 | $3.85M | 0.04% | +8,382+478.2% | Added |
| Marvin & Palmer Associates Inc | 10,181 | $3.87M | 4.32% | −13,850−57.6% | Reduced |
| Kestra Advisory Services, LLC | 10,232 | $3.89M | 0.03% | +1,253+14.0% | Added |
| Baird Financial Group, Inc. | 10,279 | $3.90M | 0.01% | −1,238−10.7% | Reduced |
| AIA Group Ltd | 10,434 | $3.96M | 0.16% | +7,508+256.6% | Added |
| Buckingham Strategic Wealth, LLC | 10,474 | $3.98M | 0.05% | +7,947+314.5% | Added |
| Illinois Municipal Retirement Fund | 10,521 | $4.00M | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,522 | $4.00M | 0.58% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,600 | $4.03M | 0.10% | +9,520+881.5% | Added |
| Wealthfront Advisers LLC | 10,601 | $4.03M | 0.02% | −96−0.9% | Reduced |
| AE Wealth Management LLC | 10,458 | $4.09M | 0.02% | +379+3.8% | Added |
| Gamco Investors, Inc. Et Al | 11,188 | $4.25M | 0.05% | −376−3.3% | Reduced |
| American Assets Investment Management, LLC | 11,250 | $4.27M | 0.44% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,558 | $4.39M | 0.08% | −3,600−23.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,711 | $4.45M | 0.42% | +88+0.8% | Added |
| British Columbia Investment Management Corp | 11,818 | $4.49M | 0.04% | +2,339+24.7% | Added |
| Erste Asset Management GmbH | 11,803 | $4.50M | 0.07% | −19−0.2% | Reduced |
| Railway Pension Investments Ltd | 12,100 | $4.60M | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 12,409 | $4.71M | 1.19% | +118+1.0% | Added |
| Colonial Trust Co | 12,716 | $4.83M | 1.01% | +11,841+1,353.3% | Added |
| Steward Partners Investment Advisory, LLC | 13,079 | $4.97M | 0.07% | −10−0.1% | Reduced |
| Ethic Inc. | 13,146 | $4.99M | 0.15% | +1,103+9.2% | Added |
| Cresset Asset Management, LLC | 13,441 | $5.11M | 0.03% | +29+0.2% | Added |
| Equitable Trust Co | 13,492 | $5.12M | 0.39% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,535 | $5.14M | 0.06% | +9,009+199.0% | Added |
| JustInvest LLC | 13,600 | $5.17M | 0.13% | +73+0.5% | Added |
| Lazard Asset Management LLC | 13,659 | $5.19M | 0.01% | −217−1.6% | Reduced |
| SYSTM Wealth Solutions LLC | 13,683 | $5.20M | 0.72% | +1,446+11.8% | Added |
| Crossmark Global Holdings, Inc. | 13,934 | $5.29M | 0.11% | −563−3.9% | Reduced |
| CIBC Asset Management Inc | 14,048 | $5.34M | 0.02% | −795−5.4% | Reduced |
| Atria Investments LLC | 14,134 | $5.36M | 0.08% | +1,075+8.2% | Added |
| Janus Henderson Group PLC | 14,323 | $5.44M | 0.00% | −7,978−35.8% | Reduced |
| Yousif Capital Management, LLC | 14,705 | $5.59M | 0.07% | −2,858−16.3% | Reduced |
| FORA Capital, LLC | 14,876 | $5.65M | 0.49% | +6,514+77.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,937 | $5.67M | 0.07% | −232−1.5% | Reduced |
| Blair William & Co | 15,175 | $5.76M | 0.02% | −10,791−41.6% | Reduced |
| Venture Visionary Partners LLC | 15,278 | $5.80M | 0.31% | +820+5.7% | Added |
| Bremer Bank National Association | 15,371 | $5.84M | 1.09% | +456+3.1% | Added |
| Public Employees Retirement Association of Colorado | 15,395 | $5.85M | 0.03% | −416−2.6% | Reduced |
| Man Group plc | 15,552 | $5.91M | 0.02% | – | – |
| Gs Investments, Inc. | 15,563 | $5.91M | 3.09% | −532−3.3% | Reduced |
| Asset Advisors Investment Management, LLC | 15,567 | $5.91M | 0.72% | −410−2.6% | Reduced |
| Terry L. Blaker | 15,653 | $5.95M | 0.49% | −2,942−15.8% | Reduced |
| Investment Management Corp of Ontario | 15,723 | $5.97M | 0.15% | +2,397+18.0% | Added |
| Public Sector Pension Investment Board | 15,831 | $6.01M | 0.05% | −8,166−34.0% | Reduced |