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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 812 | $308.0K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 811 | $308.0K | 0.02% | −67−7.6% | Reduced |
| HBK Sorce Advisory LLC | 809 | $307.3K | 0.01% | +16+2.0% | Added |
| Capital Analysts, LLC | 803 | $305.0K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 800 | $303.9K | 0.01% | +24+3.1% | Added |
| Schulhoff & Co Inc | 800 | $303.9K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 799 | $303.5K | 0.01% | −42−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 796 | $302.3K | 0.04% | −16−2.0% | Reduced |
| Loomis Sayles & Co L P | 796 | $302.0K | 0.00% | −27−3.3% | Reduced |
| Smithfield Trust Co | 797 | $302.0K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 792 | $301.0K | 0.09% | +101+14.6% | Added |
| Machina Capital S.A.S. | 791 | $300.4K | 0.19% | +791 | New |
| Schonfeld Strategic Advisors LLC | 791 | $300.4K | 0.00% | −47,668−98.4% | Reduced |
| Warren Averett Asset Management, LLC | 790 | $300.1K | 0.01% | +6+0.8% | Added |
| Chesapeake Wealth Management | 790 | $300.1K | 0.12% | −60−7.1% | Reduced |
| First Nebraska Trust Co | 784 | $297.8K | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 777 | $295.1K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 773 | $293.6K | 0.06% | −216−21.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $293.2K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 768 | $291.7K | 0.10% | +768 | New |
| Sheaff Brock Investment Advisors, LLC | 762 | $289.4K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 762 | $289.4K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 755 | $287.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 755 | $286.9K | 0.02% | +34+4.7% | Added |
| Modern Wealth Management, LLC | 753 | $286.0K | 0.04% | +753 | New |
| Clark Capital Management Group, Inc. | 753 | $286.0K | 0.00% | +1+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 752 | $285.6K | 0.21% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 750 | $284.9K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 747 | $283.7K | 0.03% | −11−1.5% | Reduced |
| NBC Securities, Inc. | 746 | $283.0K | 0.03% | −13−1.7% | Reduced |
| Spire Wealth Management | 735 | $280.5K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 737 | $279.9K | 0.01% | −16−2.1% | Reduced |
| Hollencrest Capital Management | 731 | $277.7K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 726 | $275.8K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 723 | $274.6K | 0.02% | −246−25.4% | Reduced |
| Progressive Investment Management Corp | 720 | $273.5K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 712 | $270.4K | 0.04% | −6−0.8% | Reduced |
| Garrison Asset Management, LLC | 712 | $270.4K | 0.15% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 709 | $269.1K | 0.05% | −140−16.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 707 | $268.5K | 0.01% | +707 | New |
| Dynamic Advisor Solutions LLC | 701 | $267.9K | 0.01% | +701 | New |
| Peapack Gladstone Financial Corp | 702 | $267.0K | 0.00% | −7−1.0% | Reduced |
| Mutual Advisors, LLC | 698 | $265.2K | 0.01% | −20−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 695 | $264.0K | 0.01% | −1−0.1% | Reduced |
| Trust Point Inc. | 694 | $263.6K | 0.02% | +694 | New |
| Wellington Wealth Strategies, LLC. | 690 | $262.1K | 0.23% | +690 | New |
| EverSource Wealth Advisors, LLC | 689 | $261.6K | 0.02% | +18+2.7% | Added |
| Whalerock Point Partners, LLC | 687 | $260.9K | 0.08% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 685 | $260.0K | 0.22% | +685 | New |
| Smith, Moore & Co. | 684 | $259.8K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 683 | $259.4K | 0.02% | −961−58.5% | Reduced |
| Arkadios Wealth Advisors | 679 | $257.9K | 0.02% | −27−3.8% | Reduced |
| Northwest Bancshares, Inc. | 667 | $253.3K | 0.05% | −13−1.9% | Reduced |
| Childress Capital Advisors, LLC | 667 | $253.3K | 0.08% | −5−0.7% | Reduced |
| CX Institutional | 667 | $253.3K | 0.01% | +21+3.3% | Added |
| Portside Wealth Group, LLC | 664 | $252.2K | 0.05% | +16+2.5% | Added |
| Avenue 1 Advisors, LLC | 660 | $250.7K | 0.11% | −1−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 659 | $250.3K | 0.01% | −1−0.2% | Reduced |
| OneAscent Financial Services LLC | 657 | $250.0K | 0.03% | +657 | New |
| Private Trust Co NA | 657 | $249.5K | 0.03% | +66+11.2% | Added |
| Fidelis Capital Partners, LLC | 656 | $249.2K | 0.06% | +32+5.1% | Added |
| Arthur M. Cohen & Associates, LLC | 650 | $246.9K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 648 | $246.1K | 0.09% | −648−50.0% | Reduced |
| Cidel Asset Management Inc | 648 | $246.1K | 0.01% | +648 | New |
| Cape Cod Five Cents Savings Bank | 646 | $245.4K | 0.02% | −646−50.0% | Reduced |
| Edge Capital Group, LLC | 646 | $245.3K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 646 | $245.0K | 0.02% | −546−45.8% | Reduced |
| Heritage Investment Group, Inc. | 645 | $245.0K | 0.05% | +645 | New |
| WBH Advisory Inc | 640 | $243.1K | 0.03% | 00.0% | Unchanged |
| Rebalance, LLC | 640 | $243.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 620 | $242.4K | 0.01% | +620 | New |
| Proficio Capital Partners LLC | 637 | $242.0K | 0.03% | +637 | New |
| River Wealth Advisors LLC | 637 | $242.0K | 0.04% | +637 | New |
| Aaron Wealth Advisors | 637 | $242.0K | 0.04% | +637 | New |
| Brighton Jones LLC | 636 | $241.5K | 0.01% | −110−14.7% | Reduced |
| Los Angeles Capital Management LLC | 635 | $241.2K | 0.00% | −64−9.2% | Reduced |
| Five Oceans Advisors | 634 | $240.8K | 0.13% | −3−0.5% | Reduced |
| Family Wealth Group, LLC | 633 | $240.3K | 0.30% | +633 | New |
| Larson Financial Group LLC | 632 | $240.1K | 0.02% | +184+41.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 632 | $240.1K | 0.28% | −100−13.7% | Reduced |
| Beck Mack & Oliver LLC | 632 | $240.1K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 630 | $239.3K | 0.03% | +11+1.8% | Added |
| SPC Financial, Inc. | 628 | $238.5K | 0.02% | +628 | New |
| New Century Financial Group, LLC | 626 | $237.8K | 0.21% | +626 | New |
| Royal Fund Management, LLC | 625 | $237.6K | 0.03% | +2+0.3% | Added |
| All Terrain Financial Advisors, LLC | 623 | $236.6K | 0.11% | 00.0% | Unchanged |
| HTLF Bank | 623 | $236.6K | 0.03% | +623 | New |
| Philadelphia Trust Co | 620 | $235.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 617 | $234.4K | 0.02% | −2−0.3% | Reduced |
| Navellier & Associates Inc | 615 | $233.6K | 0.03% | −7−1.1% | Reduced |
| MONECO Advisors, LLC | 614 | $233.4K | 0.04% | −11−1.8% | Reduced |
| Concorde Asset Management, LLC | 614 | $233.2K | 0.16% | +5+0.8% | Added |
| Impact Partnership Wealth, LLC | 611 | $232.2K | 0.08% | −166−21.4% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 611 | $232.1K | 0.10% | +611 | New |
| PFG Private Wealth Management, LLC | 610 | $231.7K | 0.16% | +514+535.4% | Added |
| MTM Investment Management, LLC | 608 | $230.9K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 607 | $230.6K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 607 | $230.6K | 0.01% | +607 | New |
| Washington Trust Advisors, Inc. | 606 | $230.4K | 0.02% | −2−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 604 | $229.4K | 0.03% | +604 | New |