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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1,220 | $463.4K | 0.01% | +275+29.1% | Added |
| Weil Company, Inc. | 1,200 | $455.8K | 0.20% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,183 | $449.5K | 0.25% | −76−6.0% | Reduced |
| Gotham Asset Management, LLC | 1,182 | $449.0K | 0.01% | +86+7.8% | Added |
| Sunflower Bank, N.A. | 1,180 | $448.2K | 0.10% | +51+4.5% | Added |
| Invst, LLC | 1,146 | $444.7K | 0.06% | −31−2.6% | Reduced |
| Benedetti & Gucer, Inc. | 1,167 | $443.3K | 0.23% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,150 | $436.8K | 0.01% | +395+52.3% | Added |
| Contravisory Investment Management, Inc. | 1,146 | $435.3K | 0.11% | +1,146 | New |
| Pinnacle Associates Ltd | 1,144 | $434.4K | 0.01% | +45+4.1% | Added |
| Keel Point, LLC | 1,143 | $434.1K | 0.05% | +108+10.4% | Added |
| Enzi Wealth | 1,110 | $432.8K | 0.21% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,125 | $427.3K | 0.02% | −59−5.0% | Reduced |
| Global Retirement Partners, LLC | 1,139 | $425.5K | 0.02% | +14+1.2% | Added |
| Bailard, Inc. | 1,119 | $425.0K | 0.01% | −1,501−57.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,111 | $422.0K | 0.01% | +600+117.4% | Added |
| Burt Wealth Advisors | 1,111 | $422.0K | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,109 | $421.2K | 0.04% | −5,465−83.1% | Reduced |
| 3Chopt Investment Partners, LLC | 1,106 | $420.1K | 0.15% | +1,106 | New |
| Cigna Investments Inc | 1,103 | $419.0K | 0.09% | −38−3.3% | Reduced |
| Cetera Trust Company, N.A | 1,100 | $417.8K | 0.26% | +1,100 | New |
| Allworth Financial LP | 1,099 | $417.5K | 0.00% | −168−13.3% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $415.2K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $414.0K | 0.39% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,088 | $413.3K | 0.01% | +6+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,086 | $412.5K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 1,072 | $407.2K | 0.01% | 00.0% | Unchanged |
| Portman Square Capital LLP | 1,071 | $406.8K | 0.07% | +1,071 | New |
| Financial Insights, Inc. | 1,066 | $404.9K | 0.13% | +102+10.6% | Added |
| Carlson Capital Management | 1,064 | $404.1K | 0.02% | −73−6.4% | Reduced |
| Karpas Strategies, LLC | 1,060 | $402.6K | 0.13% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,029 | $399.5K | 0.16% | −77−7.0% | Reduced |
| Sage Mountain Advisors LLC | 1,051 | $399.2K | 0.05% | −389−27.0% | Reduced |
| Busey Wealth Management | 1,049 | $398.4K | 0.02% | −17−1.6% | Reduced |
| Berkshire Asset Management LLC | 1,047 | $397.7K | 0.02% | +18+1.7% | Added |
| Woodmont Investment Counsel LLC | 1,031 | $391.6K | 0.04% | +5+0.5% | Added |
| Pinnacle Financial Partners Inc | 1,029 | $390.8K | 0.01% | −49−4.5% | Reduced |
| FFT Wealth Management LLC | 1,020 | $387.4K | 0.03% | +58+6.0% | Added |
| Sterling Wealth Management, Inc. | 1,020 | $387.4K | 0.22% | +1,020 | New |
| Cambridge Trust Co | 1,012 | $384.4K | 0.02% | −403−28.5% | Reduced |
| Caldwell Trust Co | 1,007 | $382.5K | 0.05% | +165+19.6% | Added |
| Van Strum & Towne Inc. | 1,000 | $379.8K | 0.15% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $379.8K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $379.8K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $379.8K | 0.29% | 00.0% | Unchanged |
| CSS LLC | 1,000 | $379.8K | 0.03% | +1,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 998 | $379.1K | 0.07% | −155−13.4% | Reduced |
| Balyasny Asset Management LLC | 997 | $378.7K | 0.00% | +997 | New |
| Great Valley Advisor Group, Inc. | 991 | $376.1K | 0.01% | +152+18.1% | Added |
| UniSuper Management Pty Ltd | 985 | $374.1K | 0.00% | +185+23.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 980 | $372.2K | 0.06% | −1−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 980 | $372.2K | 0.09% | +24+2.5% | Added |
| BLB&B Advisors, LLC | 978 | $371.5K | 0.02% | −20−2.0% | Reduced |
| KMG Fiduciary Partners, LLC | 976 | $370.7K | 0.04% | −34−3.4% | Reduced |
| MV Capital Management, Inc. | 974 | $370.0K | 0.05% | +8+0.8% | Added |
| Centiva Capital, LP | 974 | $370.0K | 0.02% | −6,002−86.0% | Reduced |
| Hills Bank & Trust Co | 959 | $364.3K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 957 | $363.5K | 0.03% | +957 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 956 | $363.1K | 0.00% | +480+100.8% | Added |
| Steward Partners Investment Solutions, LLC | 955 | $362.7K | 0.15% | +955 | New |
| Harbour Investments, Inc. | 949 | $360.6K | 0.01% | −53−5.3% | Reduced |
| Johnson Financial Group, Inc. | 946 | $359.3K | 0.02% | −37−3.8% | Reduced |
| Skopos Labs, Inc. | 936 | $355.5K | 0.17% | +936 | New |
| Prime Capital Investment Advisors, LLC | 935 | $355.1K | 0.01% | +935 | New |
| Washington Trust Bank | 931 | $353.6K | 0.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 927 | $352.1K | 0.02% | +927 | New |
| Moneta Group Investment Advisors LLC | 922 | $350.3K | 0.01% | +14+1.5% | Added |
| Cambridge Financial Group, LLC | 922 | $350.2K | 0.18% | +922 | New |
| Whittier Trust Co | 919 | $349.1K | 0.01% | +142+18.3% | Added |
| Penserra Capital Management LLC | 924 | $349.0K | 0.01% | −199−17.7% | Reduced |
| Beaton Management Co. Inc. | 910 | $346.0K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 910 | $345.0K | 0.04% | +3+0.3% | Added |
| First Bank & Trust | 903 | $343.0K | 0.08% | −14−1.5% | Reduced |
| Cito Capital Group, LLC | 901 | $342.0K | 0.15% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 898 | $341.0K | 0.04% | +5+0.6% | Added |
| IFG Advisory, LLC | 895 | $339.9K | 0.02% | −544−37.8% | Reduced |
| Renaissance Group LLC | 889 | $338.4K | 0.01% | −20−2.2% | Reduced |
| Custom Index Systems, LLC | 890 | $338.0K | 0.21% | +890 | New |
| Ignite Planners, LLC | 879 | $333.2K | 0.10% | −30−3.3% | Reduced |
| KFA Private Wealth Group, LLC | 876 | $332.9K | 0.12% | −15−1.7% | Reduced |
| Hengehold Capital Management LLC | 875 | $332.4K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 874 | $332.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 872 | $331.3K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 865 | $328.6K | 0.02% | +14+1.6% | Added |
| Peoples Financial Services Corp. | 855 | $324.7K | 0.14% | 00.0% | Unchanged |
| First County Bank | 854 | $324.4K | 0.16% | +41+5.0% | Added |
| Canal Capital Management, LLC | 845 | $320.9K | 0.06% | +3+0.4% | Added |
| Sendero Wealth Management, LLC | 840 | $319.1K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 840 | $319.1K | 0.01% | +221+35.7% | Added |
| Moloney Securities Asset Management, LLC | 830 | $315.1K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 828 | $314.5K | 0.02% | +5+0.6% | Added |
| GAMMA Investing LLC | 811 | $313.7K | 0.08% | +811 | New |
| Drive Wealth Management, LLC | 825 | $313.5K | 0.10% | +38+4.8% | Added |
| Advisor Resource Council | 824 | $313.0K | 0.04% | +824 | New |
| IHT Wealth Management, LLC | 823 | $312.6K | 0.01% | −120−12.7% | Reduced |
| Great Waters Wealth Management | 819 | $311.5K | 0.06% | +1+0.1% | Added |
| Cairn Investment Group, Inc. | 814 | $309.0K | 0.19% | −74−8.3% | Reduced |
| Hilltop Holdings Inc. | 812 | $308.4K | 0.03% | +3+0.4% | Added |
| Aspiriant, LLC | 811 | $308.0K | 0.01% | +811 | New |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $308.0K | 0.01% | −194−19.3% | Reduced |