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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 603 | $229.0K | 0.21% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $227.9K | 0.24% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 600 | $227.9K | 0.12% | +600 | New |
| Shelton Capital Management | 598 | $227.1K | 0.01% | −63−9.5% | Reduced |
| Essex Financial Services, Inc. | 592 | $224.9K | 0.02% | +592 | New |
| Resonant Capital Advisors, LLC | 591 | $224.5K | 0.02% | −16−2.6% | Reduced |
| Harvest Fund Management Co., Ltd | 590 | $224.0K | 0.03% | 00.0% | Unchanged |
| TNF LLC | 567 | $223.0K | 0.09% | +567 | New |
| Washington Capital Management Inc | 586 | $222.6K | 0.19% | +586 | New |
| Schaper Benz & Wise Investment Counsel Inc | 585 | $222.2K | 0.02% | +585 | New |
| Parcion Private Wealth LLC | 585 | $222.2K | 0.02% | +585 | New |
| Segment Wealth Management, LLC | 584 | $221.8K | 0.02% | +584 | New |
| Gallacher Capital Management LLC | 583 | $221.4K | 0.12% | −325−35.8% | Reduced |
| David Loasby | 579 | $221.2K | 0.02% | +579 | New |
| AlTi Global, Inc. | 581 | $220.5K | 0.01% | +581 | New |
| Aua Capital Management, LLC | 577 | $219.2K | 0.14% | +577 | New |
| Rehmann Capital Advisory Group | 574 | $218.2K | 0.02% | +574 | New |
| Princeton Global Asset Management LLC | 574 | $218.0K | 0.05% | +14+2.5% | Added |
| Prio Wealth Limited Partnership | 570 | $216.5K | 0.01% | +570 | New |
| Stock Yards Bank & Trust Co | 569 | $216.1K | 0.01% | +569 | New |
| Nwam LLC | 569 | $216.1K | 0.02% | +569 | New |
| Westmount Partners, LLC | 568 | $215.7K | 0.09% | +568 | New |
| Institute for Wealth Management, LLC. | 564 | $214.2K | 0.03% | −97−14.7% | Reduced |
| Wealthstream Advisors, Inc. | 562 | $213.5K | 0.09% | +562 | New |
| Annex Advisory Services, LLC | 562 | $213.5K | 0.01% | +562 | New |
| Fluent Financial, LLC | 561 | $213.1K | 0.13% | −74−11.7% | Reduced |
| Trust Co of Vermont | 561 | $213.1K | 0.01% | −2,536−81.9% | Reduced |
| Nichols & Pratt Advisers LLP | 560 | $212.7K | 0.02% | +560 | New |
| Quantum Financial Advisors, LLC | 560 | $212.5K | 0.05% | +560 | New |
| Riverbridge Partners LLC | 559 | $212.1K | 0.00% | +559 | New |
| Level Four Advisory Services, LLC | 552 | $209.7K | 0.01% | −100−15.3% | Reduced |
| Hobbs Group Advisors, LLC | 548 | $208.1K | 0.09% | +548 | New |
| Apella Capital, LLC | 549 | $208.1K | 0.01% | +549 | New |
| Perennial Investment Advisors, LLC | 544 | $206.7K | 0.03% | +544 | New |
| Symmetry Investments LP | 544 | $206.6K | 0.04% | +544 | New |
| Advisors Capital Management, LLC | 538 | $205.0K | 0.00% | +538 | New |
| Sentry Investment Management LLC | 538 | $204.0K | 0.09% | −58−9.7% | Reduced |
| SlateStone Wealth, LLC | 538 | $204.0K | 0.03% | +538 | New |
| Argus Investors' Counsel, Inc. | 536 | $203.6K | 0.13% | +536 | New |
| Summit Trail Advisors, LLC | 535 | $203.4K | 0.01% | −175−24.6% | Reduced |
| Walker Asset Management, LLC | 535 | $203.2K | 0.15% | +535 | New |
| Marcum Wealth, LLC | 532 | $202.1K | 0.02% | +532 | New |
| Tufton Capital Management | 530 | $201.3K | 0.04% | +530 | New |
| Wesbanco Bank Inc | 528 | $200.6K | 0.01% | +528 | New |
| Parkside Financial Bank & Trust | 511 | $194.1K | 0.04% | +79+18.3% | Added |
| Proequities, Inc. | 508 | $193.0K | 0.01% | −1−0.2% | Reduced |
| Cornerstone Planning Group LLC | 495 | $187.9K | 0.06% | −299−37.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 489 | $185.7K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 480 | $182.3K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 471 | $179.0K | 0.01% | +471 | New |
| Ronald Blue Trust, Inc. | 537 | $177.0K | 0.00% | +160+42.4% | Added |
| Boyd Watterson Asset Management LLC | 458 | $174.0K | 0.07% | −6−1.3% | Reduced |
| Farther Finance Advisors, LLC | 443 | $168.3K | 0.01% | +247+126.0% | Added |
| Tortoise Investment Management, LLC | 440 | $167.2K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $164.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 425 | $161.6K | 0.01% | −357−45.7% | Reduced |
| Macroview Investment Management LLC | 420 | $159.5K | 0.19% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 419 | $159.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 405 | $153.8K | 0.03% | +405 | New |
| Baystate Wealth Management LLC | 403 | $153.4K | 0.01% | +1+0.2% | Added |
| Westpac Banking Corp | 403 | $153.1K | 0.01% | −1,097−73.1% | Reduced |
| Acropolis Investment Management, LLC | 384 | $145.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 374 | $142.1K | 0.06% | +5+1.4% | Added |
| Webster Bank, N. A. | 359 | $136.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $136.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 355 | $134.8K | 0.05% | −30−7.8% | Reduced |
| Acadian Asset Management LLC | 352 | $133.0K | 0.00% | −3,141−89.9% | Reduced |
| Kelly Financial Services LLC | 350 | $132.8K | 0.05% | +60+20.7% | Added |
| Ostrum Asset Management | 344 | $130.7K | 0.01% | −514−59.9% | Reduced |
| State of Wyoming | 340 | $129.1K | 0.02% | −24−6.6% | Reduced |
| Creative Financial Designs Inc | 338 | $128.4K | 0.01% | +324+2,314.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 338 | $128.3K | 0.03% | +338 | New |
| West Oak Capital, LLC | 340 | $128.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 335 | $127.2K | 0.01% | +144+75.4% | Added |
| Kozak & Associates, Inc. | 328 | $122.4K | 0.04% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 317 | $120.4K | 0.08% | −25−7.3% | Reduced |
| FinTrust Capital Advisors, LLC | 314 | $119.3K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $116.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $113.9K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 300 | $113.9K | 0.05% | −5−1.6% | Reduced |
| South State Corp. | 294 | $111.7K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 282 | $107.0K | 0.01% | −47−14.3% | Reduced |
| Zions Bancorporation, N.A. | 271 | $102.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 270 | $102.6K | 0.02% | −15−5.3% | Reduced |
| Resources Management Corp | 265 | $101.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $99.1K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $98.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 252 | $96.0K | 0.00% | +252 | New |
| Coston, McIsaac & Partners | 252 | $95.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $93.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $91.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $90.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 222 | $84.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $80.1K | 0.03% | −2−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 209 | $79.4K | 0.02% | 00.0% | Unchanged |
| Motco | 206 | $78.2K | 0.01% | −107−34.2% | Reduced |
| First Financial Corp | 198 | $75.2K | 0.04% | +35+21.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $75.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 191 | $72.5K | 0.02% | +191 | New |
| Pacifica Partners Inc. | 201 | $70.9K | 0.03% | 00.0% | Unchanged |