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 |
|---|---|---|---|---|---|
| 17 Capital Partners, LLC | 5,470 | $2.08M | 1.91% | +5,470 | New |
| Procyon Private Wealth Partners, LLC | 5,398 | $2.05M | 0.17% | +371+7.4% | Added |
| New Mexico Educational Retirement Board | 5,381 | $2.04M | 0.08% | 00.0% | Unchanged |
| Leisure Capital Management | 5,355 | $2.03M | 1.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,310 | $2.02M | 0.06% | −445−7.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,297 | $2.01M | 0.82% | +5,297 | New |
| TownSquare Capital, LLC | 5,122 | $1.95M | 0.03% | −1,675−24.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,070 | $1.93M | 0.04% | +1,300+34.5% | Added |
| Oppenheimer & Co Inc | 5,022 | $1.91M | 0.04% | +121+2.5% | Added |
| Bradley Foster & Sargent Inc | 4,980 | $1.89M | 0.04% | +337+7.3% | Added |
| Apollon Wealth Management, LLC | 4,956 | $1.88M | 0.07% | +1,570+46.4% | Added |
| Eley Financial Management, Inc | 4,927 | $1.87M | 0.88% | −198−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,882 | $1.85M | 0.03% | −168−3.3% | Reduced |
| Greenleaf Trust | 4,858 | $1.85M | 0.02% | +98+2.1% | Added |
| Atria Wealth Solutions, Inc. | 4,841 | $1.84M | 0.02% | +426+9.6% | Added |
| First Hawaiian Bank | 4,738 | $1.80M | 0.06% | −94−1.9% | Reduced |
| TruWealth Advisors, LLC | 4,725 | $1.79M | 0.14% | 00.0% | Unchanged |
| Quest Partners LLC | 4,723 | $1.79M | 0.38% | +4,723 | New |
| Nations Financial Group Inc, | 4,696 | $1.78M | 0.17% | +176+3.9% | Added |
| TD Waterhouse Canada Inc. | 4,286 | $1.78M | 0.02% | +429+11.1% | Added |
| Affinity Investment Advisors, LLC | 4,666 | $1.77M | 1.21% | −1,214−20.6% | Reduced |
| Vestcor Inc | 4,658 | $1.77M | 0.06% | −20−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 4,651 | $1.77M | 0.01% | +3,582+335.1% | Added |
| Impax Asset Management Group plc | 4,629 | $1.76M | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,592 | $1.74M | 0.53% | +81+1.8% | Added |
| Coastal Investment Advisors, Inc. | 4,573 | $1.74M | 0.39% | −175−3.7% | Reduced |
| MainStreet Investment Advisors LLC | 4,531 | $1.72M | 0.19% | −20−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 4,456 | $1.69M | 0.10% | +3,114+232.0% | Added |
| Auxier Asset Management | 4,401 | $1.67M | 0.27% | −67−1.5% | Reduced |
| Adviser Investments LLC | 4,370 | $1.66M | 0.02% | +1,913+77.9% | Added |
| MAI Capital Management | 4,321 | $1.64M | 0.02% | −85−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,294 | $1.63M | 0.16% | −22−0.5% | Reduced |
| D.A. Davidson & Co. | 4,270 | $1.62M | 0.02% | +110+2.6% | Added |
| Pensionfund Sabic | 4,200 | $1.59M | 0.50% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 4,197 | $1.59M | 0.32% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,120 | $1.56M | 0.07% | −126−3.0% | Reduced |
| Principal Securities, Inc. | 4,042 | $1.54M | 0.06% | +4,042 | New |
| Prescott Group Capital Management, L.L.C. | 4,000 | $1.52M | 0.27% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,973 | $1.51M | 0.20% | −142−3.5% | Reduced |
| Graypoint LLC | 3,970 | $1.51M | 0.12% | −731−15.5% | Reduced |
| Quadrant Capital Group LLC | 3,957 | $1.50M | 0.13% | −169−4.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,957 | $1.50M | 0.38% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,953 | $1.50M | 0.02% | −93−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 3,915 | $1.49M | 0.02% | −771−16.5% | Reduced |
| V-Square Quantitative Management LLC | 3,914 | $1.49M | 0.35% | +2,366+152.8% | Added |
| Manchester Capital Management LLC | 3,907 | $1.48M | 0.20% | +130+3.4% | Added |
| Parallel Advisors, LLC | 3,897 | $1.48M | 0.04% | −83−2.1% | Reduced |
| Covenant Partners, LLC | 3,882 | $1.47M | 0.47% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,881 | $1.47M | 0.01% | +103+2.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,859 | $1.47M | 0.05% | +3,859 | New |
| Dean Capital Management | 3,849 | $1.46M | 0.90% | +624+19.3% | Added |
| First Horizon Advisors, Inc. | 3,832 | $1.46M | 0.05% | −604−13.6% | Reduced |
| Wetherby Asset Management Inc | 3,808 | $1.45M | 0.08% | −14−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 3,800 | $1.44M | 0.05% | −700−15.6% | Reduced |
| Quantinno Capital Management LP | 3,793 | $1.44M | 0.05% | +466+14.0% | Added |
| Empirical Finance, LLC | 3,783 | $1.44M | 0.10% | −4−0.1% | Reduced |
| Prudent Man Advisors, LLC | 3,744 | $1.42M | 0.53% | −135−3.5% | Reduced |
| Redwood Investment Management, LLC | 3,721 | $1.41M | 0.13% | −1,512−28.9% | Reduced |
| Estate Counselors, LLC | 3,710 | $1.41M | 0.17% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,691 | $1.40M | 0.55% | +57+1.6% | Added |
| La Banque Postale Asset Management SA | 3,690 | $1.40M | 0.03% | −12,857−77.7% | Reduced |
| iA Global Asset Management Inc. | 3,684 | $1.40M | 0.03% | −340−8.4% | Reduced |
| Ossiam | 3,680 | $1.40M | 0.02% | −42,786−92.1% | Reduced |
| Central Trust Co | 3,675 | $1.40M | 0.04% | +4+0.1% | Added |
| Norinchukin Bank, The | 3,652 | $1.39M | 0.03% | −548−13.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,605 | $1.37M | 0.10% | +7+0.2% | Added |
| Coldstream Capital Management Inc | 3,601 | $1.37M | 0.04% | +639+21.6% | Added |
| Chemistry Wealth Management LLC | 3,588 | $1.36M | 0.41% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,573 | $1.36M | 0.14% | +126+3.7% | Added |
| Metis Global Partners, LLC | 3,547 | $1.35M | 0.05% | −1,610−31.2% | Reduced |
| Holocene Advisors, LP | 3,540 | $1.34M | 0.01% | +3,540 | New |
| Montecito Bank & Trust | 3,519 | $1.34M | 0.29% | +351+11.1% | Added |
| Stewart & Patten Co LLC | 3,503 | $1.33M | 0.21% | −100−2.8% | Reduced |
| Summit Financial, LLC | 3,502 | $1.33M | 0.09% | −32−0.9% | Reduced |
| RSM US Wealth Management LLC | 3,436 | $1.30M | 0.04% | +3,436 | New |
| Bank Ozk | 3,416 | $1.30M | 0.63% | +257+8.1% | Added |
| Fiduciary Trust Co | 3,391 | $1.29M | 0.02% | +128+3.9% | Added |
| Riverview Trust Co | 3,384 | $1.29M | 1.31% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 3,381 | $1.28M | 0.60% | +3,381 | New |
| APG Asset Management N.V. | 3,732 | $1.28M | 0.00% | −244−6.1% | Reduced |
| Chicago Trust Co NA | 3,325 | $1.26M | 0.28% | −175−5.0% | Reduced |
| Financial Advocates Investment Management | 3,314 | $1.26M | 0.08% | −48−1.4% | Reduced |
| CWM, LLC | 3,301 | $1.25M | 0.01% | +868+35.7% | Added |
| ExodusPoint Capital Management, LP | 3,245 | $1.23M | 0.02% | −17,816−84.6% | Reduced |
| Wedmont Private Capital | 3,196 | $1.23M | 0.10% | +122+4.0% | Added |
| Siemens Fonds Invest GmbH | 3,221 | $1.22M | 0.10% | +264+8.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,204 | $1.22M | 0.03% | −35−1.1% | Reduced |
| Duality Advisers, LP | 3,194 | $1.21M | 0.13% | +3,194 | New |
| Empowered Funds, LLC | 3,185 | $1.21M | 0.03% | +357+12.6% | Added |
| Hilltop Partners LLC | 3,184 | $1.21M | 0.48% | −379−10.6% | Reduced |
| National Asset Management, Inc. | 3,176 | $1.21M | 0.03% | −1,062−25.1% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.21M | 0.92% | 00.0% | Unchanged |
| WBI Investments | 3,164 | $1.20M | 0.24% | +3,164 | New |
| Chilton Investment Co LLC | 3,133 | $1.19M | 0.04% | −168−5.1% | Reduced |
| RFG Advisory, LLC | 3,121 | $1.19M | 0.05% | −77−2.4% | Reduced |
| Palisade Asset Management, LLC | 3,109 | $1.18M | 0.13% | −300−8.8% | Reduced |
| Bridges Investment Management Inc | 3,105 | $1.18M | 0.04% | −50−1.6% | Reduced |
| Courier Capital LLC | 3,090 | $1.17M | 0.09% | −120−3.7% | Reduced |
| NewEdge Wealth, LLC | 3,079 | $1.17M | 0.03% | −232−7.0% | Reduced |
| HighPoint Advisor Group LLC | 2,710 | $1.17M | 0.08% | +2,710 | New |