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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 3,069 | $1.17M | 0.10% | +397+14.9% | Added |
| Focus Financial Network Inc | 3,068 | $1.17M | 0.04% | +3,068 | New |
| Kestra Private Wealth Services, LLC | 3,064 | $1.16M | 0.03% | −30−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,061 | $1.16M | 0.05% | +375+14.0% | Added |
| Umb Bank N A | 3,056 | $1.16M | 0.02% | −23−0.7% | Reduced |
| Wade G W & Inc | 3,049 | $1.16M | 0.04% | +1,568+105.9% | Added |
| Citadel Advisors LLC | 3,023 | $1.15M | 0.00% | −3−0.1% | Reduced |
| Huntington National Bank | 3,001 | $1.14M | 0.01% | −307−9.3% | Reduced |
| Tectonic Advisors LLC | 2,998 | $1.14M | 0.10% | +171+6.0% | Added |
| Tiaa Trust, National Association | 2,974 | $1.13M | 0.00% | −421−12.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,969 | $1.13M | 0.13% | +31+1.1% | Added |
| US Asset Management LLC | 2,968 | $1.13M | 1.11% | +2,968 | New |
| Pitcairn Co | 2,957 | $1.12M | 0.08% | +5+0.2% | Added |
| Park Place Capital Corp | 2,955 | $1.12M | 0.45% | +107+3.8% | Added |
| Everpar Advisors LLC | 2,955 | $1.12M | 0.52% | +2,955 | New |
| Sandy Cove Advisors, LLC | 2,947 | $1.12M | 0.57% | +67+2.3% | Added |
| Sabal Trust CO | 2,929 | $1.11M | 0.07% | −1,100−27.3% | Reduced |
| Versor Investments LP | 2,900 | $1.10M | 0.22% | +1,000+52.6% | Added |
| HB Wealth Management, LLC | 2,887 | $1.10M | 0.02% | +53+1.9% | Added |
| Toroso Investments, LLC | 2,885 | $1.10M | 0.03% | −47−1.6% | Reduced |
| M. Kulyk & Associates, LLC | 2,874 | $1.09M | 0.25% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,858 | $1.09M | 0.12% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 2,839 | $1.08M | 0.08% | −228−7.4% | Reduced |
| Skba Capital Management LLC | 2,845 | $1.08M | 0.18% | −50−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 2,804 | $1.07M | 0.03% | +3+0.1% | Added |
| Qtron Investments LLC | 2,795 | $1.06M | 0.17% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,775 | $1.05M | 0.73% | −91−3.2% | Reduced |
| HM Payson & Co | 2,751 | $1.04M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,749 | $1.04M | 0.04% | +391+16.6% | Added |
| Jacobs Levy Equity Management, Inc | 2,694 | $1.02M | 0.01% | −98−3.5% | Reduced |
| Sawtooth Solutions, LLC | 2,681 | $1.02M | 0.03% | −39−1.4% | Reduced |
| Bleakley Financial Group, LLC | 2,681 | $1.02M | 0.03% | −39−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,653 | $1.01M | 0.17% | −5−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $987.6K | 0.26% | −100−3.7% | Reduced |
| Gator Capital Management, LLC | 2,600 | $987.6K | 0.55% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,600 | $987.0K | 0.44% | +2,600 | New |
| Lincoln National Corp | 2,588 | $982.7K | 0.02% | +682+35.8% | Added |
| Fayez Sarofim & Co | 2,470 | $980.4K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,577 | $978.8K | 0.11% | −85−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,557 | $971.2K | 0.05% | +266+11.6% | Added |
| Balentine LLC | 2,555 | $970.5K | 0.03% | +369+16.9% | Added |
| Brendel Financial Advisors LLC | 2,534 | $962.0K | 0.63% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,492 | $946.4K | 0.05% | +2,492 | New |
| Integrated Wealth Concepts LLC | 2,471 | $938.7K | 0.02% | −1,127−31.3% | Reduced |
| Vectors Research Management, LLC | 2,480 | $938.0K | 0.26% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,465 | $936.3K | 0.05% | −692−21.9% | Reduced |
| FJ Investments, LLC | 2,450 | $930.6K | 0.04% | +2,450 | New |
| Eqis Capital Management, Inc. | 2,440 | $926.8K | 0.08% | +318+15.0% | Added |
| Clearstead Advisors, LLC | 2,417 | $917.9K | 0.05% | +39+1.6% | Added |
| Seven Eight Capital, LP | 2,386 | $906.3K | 0.10% | −1,255−34.5% | Reduced |
| Copperwynd Financial, LLC | 2,384 | $905.4K | 0.36% | −37−1.5% | Reduced |
| Camden Capital, LLC | 2,381 | $904.4K | 0.09% | +913+62.2% | Added |
| EPG Wealth Management LLC | 2,284 | $890.6K | 0.23% | +161+7.6% | Added |
| Resources Investment Advisors, LLC. | 2,340 | $888.7K | 0.02% | +41+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 2,334 | $886.6K | 0.04% | +561+31.6% | Added |
| Cavalier Investments, LLC | 2,305 | $875.5K | 0.32% | +48+2.1% | Added |
| CAPROCK Group, Inc. | 2,304 | $875.3K | 0.06% | +394+20.6% | Added |
| Signaturefd, LLC | 2,270 | $862.2K | 0.02% | +32+1.4% | Added |
| Edgestream Partners, L.P. | 2,254 | $856.1K | 0.06% | −1,153−33.8% | Reduced |
| Invesco, LLC | 2,189 | $831.4K | 0.39% | −29−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,176 | $826.6K | 0.02% | +33+1.5% | Added |
| Lindbrook Capital, LLC | 2,176 | $826.5K | 0.08% | +60+2.8% | Added |
| Campbell & CO Investment Adviser LLC | 2,168 | $823.5K | 0.07% | +854+65.0% | Added |
| GTS Securities LLC | 2,155 | $818.5K | 0.02% | +906+72.5% | Added |
| Synovus Financial Corp | 2,153 | $817.8K | 0.01% | +134+6.6% | Added |
| Pettee Investors, Inc. | 2,150 | $816.6K | 0.36% | −250−10.4% | Reduced |
| Mather Group, LLC. | 2,144 | $814.4K | 0.01% | +209+10.8% | Added |
| Gateway Investment Advisers LLC | 2,120 | $805.2K | 0.01% | −27−1.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $795.7K | 0.21% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,072 | $787.1K | 0.67% | +5+0.2% | Added |
| Fielder Capital Group LLC | 2,043 | $775.9K | 0.47% | +2,043 | New |
| Angeles Investment Advisors, LLC | 2,041 | $775.2K | 0.05% | −59−2.8% | Reduced |
| Nomura Holdings Inc | 2,040 | $774.9K | 0.01% | +2,040 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,023 | $768.4K | 0.19% | +16+0.8% | Added |
| Shell Asset Management Co | 2,023 | $768.0K | 0.04% | −541−21.1% | Reduced |
| Round Rock Advisors, LLC | 2,020 | $767.3K | 0.19% | +2,020 | New |
| Gateway Advisory, LLC | 2,007 | $762.3K | 0.15% | −74−3.6% | Reduced |
| Hancock Whitney Corp | 2,000 | $759.7K | 0.03% | −83−4.0% | Reduced |
| Pacific Capital Partners Ltd | 1,998 | $758.9K | 0.57% | +36+1.8% | Added |
| Petrus Trust Company, LTA | 1,969 | $747.9K | 0.07% | +854+76.6% | Added |
| Prosperity Consulting Group, LLC | 1,931 | $733.5K | 0.25% | +46+2.4% | Added |
| MorganRosel Wealth Management, LLC | 1,923 | $730.4K | 0.28% | −107−5.3% | Reduced |
| Stokes Capital Advisors, LLC | 1,910 | $725.5K | 0.23% | −40−2.1% | Reduced |
| Colony Group, LLC | 1,905 | $724.0K | 0.01% | +1,905 | New |
| LM Advisors LLC | 1,896 | $720.2K | 0.14% | +1,896 | New |
| Mairs & Power Inc | 1,895 | $719.8K | 0.01% | −267−12.3% | Reduced |
| Stonegate Investment Group, LLC | 1,890 | $717.9K | 0.02% | −29−1.5% | Reduced |
| Stephens Inc | 1,887 | $716.9K | 0.01% | +186+10.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,875 | $713.0K | 0.10% | −1,342−41.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,875 | $712.3K | 0.23% | −123−6.2% | Reduced |
| Simplex Trading, LLC | 1,874 | $711.0K | 0.02% | +1,874 | New |
| Evergreen Capital Management LLC | 1,869 | $709.9K | 0.03% | −41−2.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,860 | $706.5K | 0.14% | +1,860 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $701.2K | 0.02% | −125−6.3% | Reduced |
| Dodge & Cox | 1,827 | $693.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,811 | $688.0K | 0.03% | −88−4.6% | Reduced |
| Integrated Advisors Network LLC | 1,806 | $686.1K | 0.04% | −302−14.3% | Reduced |
| Alberta Investment Management Corp | 1,800 | $683.7K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 1,800 | $683.7K | 0.18% | +1,800 | New |
| Syon Capital LLC | 1,783 | $677.4K | 0.07% | +90+5.3% | Added |