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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 10,522 | $4.00M | 0.58% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,521 | $4.00M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,474 | $3.98M | 0.05% | +7,947+314.5% | Added |
| AIA Group Ltd | 10,434 | $3.96M | 0.16% | +7,508+256.6% | Added |
| Baird Financial Group, Inc. | 10,279 | $3.90M | 0.01% | −1,238−10.7% | Reduced |
| Kestra Advisory Services, LLC | 10,232 | $3.89M | 0.03% | +1,253+14.0% | Added |
| Marvin & Palmer Associates Inc | 10,181 | $3.87M | 4.32% | −13,850−57.6% | Reduced |
| SG Americas Securities, LLC | 10,135 | $3.85M | 0.04% | +8,382+478.2% | Added |
| Mackenzie Financial Corp | 10,114 | $3.84M | 0.01% | +62+0.6% | Added |
| BancorpSouth Bank | 10,082 | $3.83M | 0.31% | −165−1.6% | Reduced |
| Raymond James Trust N.A. | 9,978 | $3.79M | 0.10% | +98+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 9,936 | $3.77M | 0.01% | −2,923−22.7% | Reduced |
| SOA Wealth Advisors, LLC. | 9,759 | $3.71M | 0.83% | −168−1.7% | Reduced |
| L2 Asset Management, LLC | 9,607 | $3.65M | 1.50% | +9,210+2,319.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,601 | $3.65M | 0.05% | +118+1.2% | Added |
| Bessemer Group Inc | 9,549 | $3.63M | 0.01% | −353−3.6% | Reduced |
| Eagle Asset Management Inc | 9,510 | $3.61M | 0.02% | +133+1.4% | Added |
| Fulton Bank, N.A. | 9,498 | $3.61M | 0.16% | −538−5.4% | Reduced |
| Achmea Investment Management B.V. | 9,462 | $3.59M | 0.07% | +109+1.2% | Added |
| Journey Advisory Group, LLC | 9,394 | $3.57M | 0.49% | +323+3.6% | Added |
| TD Private Client Wealth LLC | 9,353 | $3.55M | 0.13% | −587−5.9% | Reduced |
| Daiwa Securities Group Inc. | 9,264 | $3.52M | 0.02% | +662+7.7% | Added |
| Edmp, Inc. | 8,954 | $3.40M | 3.10% | +221+2.5% | Added |
| Diversified Trust Co | 8,928 | $3.39M | 0.11% | +6,693+299.5% | Added |
| Quantitative Investment Management, LLC | 8,904 | $3.38M | 0.19% | +7,613+589.7% | Added |
| GYL Financial Synergies, LLC | 8,832 | $3.35M | 0.28% | +177+2.0% | Added |
| Arjuna Capital | 8,640 | $3.28M | 1.03% | +285+3.4% | Added |
| Bridgewater Associates, LP | 8,603 | $3.27M | 0.02% | −53,912−86.2% | Reduced |
| GWM Advisors LLC | 8,492 | $3.27M | 0.03% | +548+6.9% | Added |
| Gulf International Bank (UK) Ltd | 8,546 | $3.25M | 0.09% | −1,178−12.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,532 | $3.24M | 0.00% | +78+0.9% | Added |
| Boston Private Wealth LLC | 8,461 | $3.21M | 0.08% | −2,095−19.8% | Reduced |
| Burney Co | 8,281 | $3.15M | 0.13% | +1,427+20.8% | Added |
| Cyndeo Wealth Partners, LLC | 8,203 | $3.12M | 0.29% | −4,447−35.2% | Reduced |
| Pacer Advisors, Inc. | 8,182 | $3.11M | 0.01% | +1,533+23.1% | Added |
| Tower Bridge Advisors | 8,139 | $3.09M | 0.27% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,097 | $3.08M | 0.10% | +38+0.5% | Added |
| LMCG Investments, LLC | 8,052 | $3.06M | 0.19% | −3,500−30.3% | Reduced |
| Advisory Services Network, LLC | 8,035 | $3.05M | 0.07% | −116−1.4% | Reduced |
| Groupama Asset Managment | 8,029 | $3.05M | 0.08% | +8,029 | New |
| Maryland State Retirement & Pension System | 8,028 | $3.05M | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,879 | $2.99M | 0.02% | −748−8.7% | Reduced |
| Perigon Wealth Management, LLC | 7,859 | $2.99M | 0.10% | −13−0.2% | Reduced |
| Great Diamond Partners, LLC | 7,826 | $2.97M | 0.73% | +267+3.5% | Added |
| Bartlett & Co. LLC | 7,661 | $2.92M | 0.05% | −300−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,661 | $2.92M | 0.05% | −300−3.8% | Reduced |
| IMA Wealth, Inc. | 7,660 | $2.91M | 1.46% | −933−10.9% | Reduced |
| New Potomac Partners, LLC | 7,650 | $2.91M | 1.73% | −601−7.3% | Reduced |
| Loudon Investment Management, LLC | 7,627 | $2.90M | 1.79% | −94−1.2% | Reduced |
| Hennessy Advisors Inc | 7,500 | $2.85M | 0.14% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,360 | $2.80M | 0.36% | −265−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,348 | $2.79M | 0.03% | +4,426+151.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,337 | $2.79M | 0.01% | −168−2.2% | Reduced |
| Natixis | 7,292 | $2.77M | 0.02% | +1,603+28.2% | Added |
| Lido Advisors, LLC | 7,224 | $2.74M | 0.03% | −14,963−67.4% | 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 |
| Great Lakes Advisors, LLC | 7,124 | $2.71M | 0.03% | −226−3.1% | Reduced |
| FineMark National Bank & Trust | 7,036 | $2.67M | 0.11% | −10−0.1% | Reduced |
| Cetera Advisors LLC | 7,005 | $2.66M | 0.04% | +2,395+52.0% | Added |
| Alyeska Investment Group, L.P. | 6,962 | $2.64M | 0.02% | +2,888+70.9% | Added |
| Johnson Investment Counsel Inc | 6,932 | $2.63M | 0.03% | −15−0.2% | Reduced |
| CNB Bank | 6,897 | $2.62M | 1.41% | −297−4.1% | Reduced |
| Malaga Cove Capital, LLC | 6,897 | $2.62M | 1.11% | −7−0.1% | Reduced |
| New Hampshire Trust | 6,892 | $2.62M | 0.63% | −41−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,891 | $2.62M | 0.04% | −57−0.8% | Reduced |
| CIBC World Markets Inc. | 6,855 | $2.60M | 0.01% | −1,260−15.5% | Reduced |
| Hartford Investment Management Co | 6,825 | $2.59M | 0.10% | −181−2.6% | Reduced |
| Radnor Capital Management, LLC | 6,642 | $2.52M | 0.47% | +200+3.1% | Added |
| Chesley Taft & Associates LLC | 6,630 | $2.52M | 0.14% | −74−1.1% | Reduced |
| Savant Capital, LLC | 6,593 | $2.50M | 0.03% | +329+5.3% | Added |
| Kempen Capital Management N.V. | 6,593 | $2.50M | 0.03% | +6,593 | New |
| Bridgeway Capital Management, LLC | 6,540 | $2.48M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,527 | $2.48M | 0.01% | +308+5.0% | Added |
| Securian Asset Management, Inc | 6,457 | $2.45M | 0.07% | −908−12.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 6,456 | $2.45M | 2.40% | −1,678−20.6% | Reduced |
| Walleye Trading LLC | 6,411 | $2.44M | 0.04% | +6,411 | New |
| Dean Investment Associates, LLC | 6,409 | $2.43M | 0.35% | +321+5.3% | Added |
| Atlantic Union Bankshares Corp | 6,402 | $2.43M | 0.23% | +346+5.7% | Added |
| Sustainable Insight Capital Management, LLC | 6,363 | $2.42M | 1.97% | −2,350−27.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $2.40M | 0.09% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 6,270 | $2.38M | 0.39% | +14+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,250 | $2.37M | 0.03% | +187+3.1% | Added |
| Flputnam Investment Management Co | 6,228 | $2.37M | 0.06% | +57+0.9% | Added |
| Family Management Corp | 6,176 | $2.35M | 0.49% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 6,166 | $2.34M | 0.04% | −1,234−16.7% | Reduced |
| Jump Financial, LLC | 6,165 | $2.34M | 0.08% | +6,165 | New |
| Wellington Management Group LLP | 6,158 | $2.34M | 0.00% | +630+11.4% | Added |
| Private Advisor Group, LLC | 6,120 | $2.32M | 0.02% | +583+10.5% | Added |
| Louisiana State Employees Retirement System | 6,100 | $2.32M | 0.05% | −300−4.7% | Reduced |
| Varma Mutual Pension Insurance Co | 6,100 | $2.32M | 0.03% | +6,100 | New |
| Castellan Group, LLC | 6,023 | $2.29M | 1.42% | −1,785−22.9% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $2.28M | 0.49% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,925 | $2.27M | 0.05% | −186−3.0% | Reduced |
| Ieq Capital, LLC | 5,944 | $2.26M | 0.04% | +605+11.3% | Added |
| Telemus Capital, LLC | 5,704 | $2.17M | 0.18% | −446−7.3% | Reduced |
| Cove Private Wealth, LLC | 5,646 | $2.14M | 2.03% | +5,646 | New |
| Prudential PLC | 5,517 | $2.10M | 0.02% | −6−0.1% | Reduced |
| 1832 Asset Management L.P. | 5,513 | $2.09M | 0.00% | −91−1.6% | Reduced |
| Symmetry Partners, LLC | 5,495 | $2.09M | 0.11% | −667−10.8% | Reduced |