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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,767 | $671.1K | 0.09% | +40+2.3% | Added |
| Qsemble Capital Management, LP | 1,761 | $668.9K | 0.17% | −439−20.0% | Reduced |
| First Commonwealth Financial Corp | 1,756 | $667.0K | 0.21% | +34+2.0% | Added |
| Banque Cantonale Vaudoise | 1,750 | $665.0K | 0.03% | −547−23.8% | Reduced |
| ERn Financial, LLC | 1,771 | $664.0K | 0.13% | −1−0.1% | Reduced |
| Rathbone Brothers plc | 1,747 | $663.6K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,745 | $662.8K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,742 | $661.8K | 0.03% | −13−0.7% | Reduced |
| Pennsylvania Capital Management Inc | 1,733 | $658.2K | 0.26% | −4−0.2% | Reduced |
| Zhang Financial LLC | 1,724 | $654.7K | 0.06% | +203+13.3% | Added |
| Legacy Trust | 1,702 | $646.5K | 0.17% | −2−0.1% | Reduced |
| DoubleLine ETF Adviser LP | 1,701 | $646.1K | 0.19% | +121+7.7% | Added |
| TrinityPoint Wealth, LLC | 1,697 | $644.7K | 0.12% | +227+15.4% | Added |
| Assetmark, Inc | 1,686 | $640.4K | 0.00% | −42−2.4% | Reduced |
| Spinnaker Trust | 1,685 | $640.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,680 | $638.1K | 0.03% | −15−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 1,661 | $630.9K | 0.09% | −14−0.8% | Reduced |
| Citizens Financial Group Inc | 1,661 | $630.8K | 0.02% | +639+62.5% | Added |
| Legacy Advisors, LLC | 1,650 | $626.7K | 0.08% | +556+50.8% | Added |
| EP Wealth Advisors, LLC | 1,648 | $626.1K | 0.01% | +95+6.1% | Added |
| Transcend Wealth Collective, LLC | 1,641 | $623.4K | 0.06% | −58−3.4% | Reduced |
| Grove Bank & Trust | 1,638 | $622.2K | 0.11% | −99−5.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,634 | $620.6K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,631 | $619.4K | 0.02% | −1−0.1% | Reduced |
| Geller Advisors LLC | 1,620 | $615.3K | 0.06% | −23−1.4% | Reduced |
| KLR Investment Advisors, LLC | 1,612 | $612.3K | 0.44% | +157+10.8% | Added |
| Ballentine Partners, LLC | 1,609 | $611.1K | 0.01% | +96+6.3% | Added |
| Howard Capital Management Group, LLC | 1,609 | $611.1K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $608.9K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,600 | $607.7K | 0.04% | +120+8.1% | Added |
| Plimoth Trust Co LLC | 1,580 | $600.1K | 0.17% | −10−0.6% | Reduced |
| Accel Wealth Management | 1,577 | $598.9K | 0.30% | +35+2.3% | Added |
| Congress Wealth Management LLC | 1,552 | $589.5K | 0.01% | +23+1.5% | Added |
| Vishria Bird Financial Group, LLC | 1,545 | $587.0K | 0.28% | +1+0.1% | Added |
| Everence Capital Management Inc | 1,540 | $585.0K | 0.04% | −2,880−65.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,538 | $584.3K | 0.05% | −32−2.0% | Reduced |
| Basepoint Wealth LLC | 1,536 | $583.4K | 0.47% | +16+1.1% | Added |
| 1776 Wealth LLC | 1,533 | $582.3K | 0.29% | +61+4.1% | Added |
| Valeo Financial Advisors, LLC | 1,527 | $580.0K | 0.02% | +272+21.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,527 | $580.0K | 0.02% | −706−31.6% | Reduced |
| Fort Point Capital Partners LLC | 1,525 | $579.2K | 0.09% | −96−5.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,509 | $573.2K | 0.02% | +1,158+329.9% | Added |
| Kolinsky Wealth Management, LLC | 1,502 | $570.5K | 0.50% | −7−0.5% | Reduced |
| Gabelli Funds LLC | 1,500 | $569.7K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 1,499 | $569.4K | 0.41% | +637+73.9% | Added |
| Gladstone Institutional Advisory LLC | 1,498 | $569.0K | 0.03% | −69−4.4% | Reduced |
| BFSG, LLC | 1,491 | $566.3K | 0.08% | +1,491 | New |
| Coastal Bridge Advisors, LLC | 1,488 | $565.1K | 0.14% | +3+0.2% | Added |
| Eisler Capital (UK) Ltd. | 1,480 | $562.1K | 0.05% | −1,226−45.3% | Reduced |
| Renasant Bank | 1,478 | $561.4K | 0.45% | +9+0.6% | Added |
| Baker Tilly Wealth Management, LLC | 1,470 | $558.4K | 0.09% | −177−10.7% | Reduced |
| Searle & Co. | 1,469 | $558.0K | 0.15% | +1,469 | New |
| Becker Capital Management Inc | 1,468 | $557.6K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,467 | $557.2K | 0.12% | −10−0.7% | Reduced |
| Guinness Asset Management LTD | 1,460 | $554.6K | 0.01% | −192−11.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,208 | $549.7K | 0.02% | +3,208 | New |
| Forum Financial Management, LP | 1,446 | $549.4K | 0.01% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,440 | $547.0K | 0.13% | +1,440 | New |
| NEOS Investment Management LLC | 1,434 | $544.7K | 0.05% | +671+87.9% | Added |
| Mission Wealth Management, LP | 1,414 | $537.1K | 0.02% | +24+1.7% | Added |
| Pointe Capital Management LLC | 1,412 | $536.3K | 0.37% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,405 | $533.7K | 0.00% | +733+109.1% | Added |
| Lyell Wealth Management, LP | 1,404 | $533.3K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,402 | $533.0K | 0.00% | +66+4.9% | Added |
| Horizon Investments, LLC | 1,401 | $530.3K | 0.01% | −28−2.0% | Reduced |
| We Are One Seven, LLC | 1,382 | $524.9K | 0.03% | −16−1.1% | Reduced |
| Beacon Financial Group | 1,381 | $524.7K | 0.06% | +387+38.9% | Added |
| Capstone Investment Advisors, LLC | 1,375 | $522.3K | 0.01% | +772+128.0% | Added |
| Dakota Community Bank & Trust NA | 1,367 | $519.2K | 2.91% | +24+1.8% | Added |
| Martingale Asset Management L P | 1,366 | $518.8K | 0.01% | −1−0.1% | Reduced |
| Catalyst Financial Partners LLC | 1,366 | $518.8K | 0.15% | +16+1.2% | Added |
| Profund Advisors LLC | 1,361 | $516.9K | 0.02% | +184+15.6% | Added |
| West Coast Financial LLC | 1,359 | $516.2K | 0.07% | +1,359 | New |
| Checchi Capital Advisers, LLC | 1,344 | $510.5K | 0.04% | +4+0.3% | Added |
| McLean Asset Management Corp | 1,325 | $506.5K | 0.19% | +1+0.1% | Added |
| Wealthspire Advisors, LLC | 1,331 | $505.6K | 0.01% | +284+27.1% | Added |
| Charter Oak Capital Management, LLC | 1,327 | $504.0K | 0.06% | −217−14.1% | Reduced |
| Arlington Trust Co LLC | 1,326 | $503.7K | 0.14% | +1,326 | New |
| Wedbush Securities Inc | 1,324 | $503.0K | 0.02% | +31+2.4% | Added |
| Belpointe Asset Management LLC | 1,323 | $502.6K | 0.04% | +22+1.7% | Added |
| Northcape Wealth Management, LLC | 1,317 | $500.2K | 0.18% | 00.0% | Unchanged |
| Cipher Capital LP | 1,315 | $499.5K | 0.16% | +1,315 | New |
| Convergence Investment Partners, LLC | 1,311 | $498.0K | 0.26% | +238+22.2% | Added |
| Clarius Group, LLC | 1,311 | $498.0K | 0.04% | −75−5.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,308 | $496.8K | 0.26% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,303 | $494.9K | 0.01% | −21−1.6% | Reduced |
| EHP Funds Inc. | 1,300 | $493.8K | 0.25% | −1,400−51.9% | Reduced |
| Coastline Trust Co | 1,300 | $493.8K | 0.07% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,300 | $493.8K | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,291 | $490.4K | 0.05% | +616+91.3% | Added |
| Premier Path Wealth Partners, LLC | 1,314 | $487.7K | 0.11% | +1,314 | New |
| Fort Washington Investment Advisors Inc | 1,277 | $485.0K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 1,277 | $485.0K | 0.16% | +62+5.1% | Added |
| St Germain D J Co Inc | 1,273 | $483.5K | 0.03% | −60−4.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $471.7K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,230 | $467.2K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,230 | $467.2K | 0.02% | +4+0.3% | Added |
| CenterBook Partners LP | 1,226 | $465.7K | 0.06% | −1,314−51.7% | Reduced |
| Panagora Asset Management Inc | 1,225 | $465.3K | 0.00% | −37−2.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $463.4K | 0.06% | 00.0% | Unchanged |