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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.

Institutional holdersQ4 2023: 1,163 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2023: $32.0B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2023.

Institutions holding AMP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Montag A & Associates Inc186$70.6K0.00%00.0%Unchanged
Byrne Asset Management LLC180$68.4K0.05%+180New
Global Wealth Management Investment Advisory, Inc.180$68.4K0.02%00.0%Unchanged
Glassman Wealth Services177$67.2K0.01%+2+1.1%Added
Fairfield, Bush & Co.175$66.5K0.04%+175New
Raleigh Capital Management Inc.168$63.7K0.03%−16−8.7%Reduced
Lowe Wealth Advisors, LLC167$63.4K0.03%00.0%Unchanged
Rogco, LP166$63.1K0.03%−19−10.3%Reduced
West Branch Capital LLC164$62.3K0.03%+11+7.2%Added
Tompkins Financial Corp159$60.4K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC159$60.4K0.03%00.0%Unchanged
EdgeRock Capital LLC154$60.2K0.04%+154New
Tobam156$59.0K0.01%+150+2,500.0%Added
Deseret Mutual Benefit Administrators152$57.7K0.03%−47−23.6%Reduced
Silvant Capital Management LLC152$57.7K0.00%00.0%Unchanged
Bray Capital Advisors150$57.0K0.02%00.0%Unchanged
Washington Trust Co150$57.0K0.00%+150New
Evermay Wealth Management LLC149$56.6K0.01%+1+0.7%Added
Arlington Partners LLC147$55.8K0.02%+147New
West Paces Advisors Inc.145$55.1K0.02%+3+2.1%Added
JFS Wealth Advisors, LLC140$53.2K0.00%+48+52.2%Added
Financial Perspectives, Inc137$52.1K0.02%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc135$51.3K0.01%+135New
Global Financial Private Client, LLC133$50.5K0.02%00.0%Unchanged
Private Ocean, LLC132$50.2K0.00%00.0%Unchanged
PEAK6 Investments LLC130$49.3K0.00%−1,023−88.7%Reduced
Pin Oak Investment Advisors Inc112$43.0K0.04%00.0%Unchanged
Asset Dedication, LLC109$42.0K0.00%+16+17.2%Added
Trifecta Capital Advisors, LLC105$39.9K0.01%00.0%Unchanged
Bangor Savings Bank104$39.5K0.00%00.0%Unchanged
Fortitude Family Office, LLC103$39.1K0.03%+103New
GW&K Investment Management, LLC102$39.0K0.00%+2+2.0%Added
Westside Investment Management, Inc.102$38.7K0.01%00.0%Unchanged
Clean Yield Group100$38.0K0.02%−41−29.1%Reduced
Delta Asset Management LLC100$38.0K0.00%00.0%Unchanged
Providence Capital Advisors, LLC100$38.0K0.01%+100New
PFS Partners, LLC95$36.1K0.02%00.0%Unchanged
Close Asset Management Ltd95$36.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc93$35.3K0.01%+1+1.1%Added
Wetzel Investment Advisors, Inc.90$34.0K0.02%+90New
Turtle Creek Wealth Advisors, LLC89$33.8K0.01%+89New
Financial Freedom, LLC88$33.4K0.02%00.0%Unchanged
Geneos Wealth Management Inc.87$33.0K0.00%+6+7.4%Added
Hantz Financial Services, Inc.88$33.0K0.00%00.0%Unchanged
Abound Wealth Management85$32.3K0.01%−2−2.3%Reduced
Adirondack Trust Co79$32.2K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC80$30.3K0.02%00.0%Unchanged
Covestor Ltd75$29.0K0.02%−25−25.0%Reduced
Ofi Invest Asset Management80$27.5K0.00%+1+1.3%Added
Piscataqua Savings Bank70$26.6K0.02%−20−22.2%Reduced
Annis Gardner Whiting Capital Advisors, LLC69$26.2K0.01%+2+3.0%Added
Roble, Belko & Company, Inc69$26.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.66$25.0K0.00%00.0%Unchanged
EntryPoint Capital, LLC63$23.9K0.02%+63New
Key Financial Inc61$23.2K0.01%00.0%Unchanged
First Foundation Advisors60$22.8K0.00%+60New
Birchbrook, Inc.60$22.8K0.02%+60New
Creative Capital Management Investments LLC56$21.3K0.01%00.0%Unchanged
FIL Ltd56$21.3K0.00%+13+30.2%Added
BKM Wealth Management, LLC56$21.3K0.01%+56New
Jamison Private Wealth Management, Inc.56$21.1K0.00%00.0%Unchanged
Toth Financial Advisory Corp55$20.9K0.00%00.0%Unchanged
Atlantic Trust, LLC54$20.5K0.01%−41−43.2%Reduced
Valley National Advisers Inc55$20.0K0.00%+55New
Smartleaf Asset Management LLC52$19.8K0.01%+52New
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$19.0K0.01%+50New
American National Bank49$18.6K0.00%−22−31.0%Reduced
Founders Capital Management48$18.2K0.01%00.0%Unchanged
Solstein Capital, LLC46$17.5K0.01%00.0%Unchanged
AdvisorNet Financial, Inc45$17.1K0.00%+29+181.3%Added
Greenwood Gearhart Inc45$17.1K0.00%+45New
Eagle Bay Advisors LLC45$17.0K0.01%−388−89.6%Reduced
Sofos Investments, Inc.43$16.8K0.00%+42+4,200.0%Added
Jones Financial Companies LLLP44$16.7K0.00%+19+76.0%Added
Custom Portfolio Group LLC42$16.0K0.01%+42New
REAP Financial Group, LLC41$15.6K0.00%+41New
Venturi Wealth Management, LLC41$15.6K0.00%+31+310.0%Added
Mascoma Wealth Management LLC40$15.2K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC40$15.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC37$14.1K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC37$14.1K0.00%+37New
Distillate Capital Partners LLC36$13.7K2.97%+36New
Core Alternative Capital33$12.6K0.00%−9−21.4%Reduced
Strategic Investment Solutions, Inc.32$12.2K0.00%−1,984−98.4%Reduced
Prestige Wealth Management Group LLC32$12.2K0.00%00.0%Unchanged
PrairieView Partners, LLC32$12.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$11.4K0.01%00.0%Unchanged
Sandy Spring Bank30$11.4K0.00%00.0%Unchanged
Northwest Capital Management Inc30$11.4K0.00%00.0%Unchanged
Main Street Group, LTD29$11.2K0.00%+29New
MCF Advisors LLC29$11.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC29$11.0K0.00%−691−96.0%Reduced
Plato Investment Management Ltd29$11.0K0.01%+29New
Bruce G. Allen Investments, LLC29$11.0K0.01%+29New
FSA Wealth Management LLC30$11.0K0.01%+30New
Versant Capital Management, Inc28$10.6K0.00%+1+3.7%Added
RFP Financial Group LLC28$10.6K0.00%+28New
Scarborough Advisors, LLC27$10.3K0.00%+27New
JNBA Financial Advisors26$9.88K0.00%00.0%Unchanged
Winch Advisory Services, LLC26$9.78K0.00%00.0%Unchanged