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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, Q1 2024

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2024. 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
1,243
+94 vs. Q4 2023
Shares held
84.0M
−43.3K (−0.1%) vs. Q4 2023
Total value
$36.8B
+$4.87B (+15.3%) vs. Q4 2023
New holders
150
422 more added
Sold out
56
414 more reduced

14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,243 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2024: $36.8B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2023.

Institutions holding AMP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
NewSquare Capital LLC1$2610.00%00.0%Unchanged
Colonial Trust Advisors1$4380.00%00.0%Unchanged
Core Alternative Capital2$8770.00%−31−93.9%Reduced
TCTC Holdings, LLC2$8770.00%00.0%Unchanged
Tfo-TDC, LLC2$8770.00%00.0%Unchanged
Wolff Wiese Magana LLC2$8770.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$8770.00%+2New
NVWM, LLC2$8770.00%+2New
Impact Partnership Wealth, LLC2$8810.00%−609−99.7%Reduced
Clear Street Markets LLC2$1.00K0.00%+1+100.0%Added
Signature Resources Capital Management, LLC3$1.14K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1.30K0.00%00.0%Unchanged
TD Capital Management LLC3$1.31K0.00%+3New
Creekmur Asset Management LLC3$1.31K0.00%+3New
Chilton Capital Management LLC4$1.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.4$1.75K0.00%00.0%Unchanged
Aspect Partners, LLC5$2.19K0.00%+3+150.0%Added
Quarry LP5$2.19K0.00%+5New
FRG Family Wealth Advisors LLC6$2.47K0.00%+6New
Tucker Asset Management LLC6$2.63K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$2.63K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.8$3.51K0.00%00.0%Unchanged
Anchor Investment Management, LLC8$3.51K0.00%+8New
Newbridge Financial Services Group, Inc.8$3.62K0.00%00.0%Unchanged
Addison Advisors LLC9$3.95K0.00%00.0%Unchanged
Granite FO LLC9$3.96K0.00%+9New
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Caitlin John, LLC9$4.13K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.10$4.33K0.00%+10New
Brown, Lisle/Cummings, Inc.10$4.38K0.00%00.0%Unchanged
Godsey & Gibb Associates11$4.82K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$4.82K0.00%00.0%Unchanged
TFC Financial Management11$4.83K0.00%+1+10.0%Added
Avion Wealth11$5.00K0.00%−1−8.3%Reduced
Fairman Group, LLC12$5.26K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$5.26K0.00%00.0%Unchanged
Mma Asset Management LLC12$5.26K0.00%+12New
Walleye Trading LLC13$5.70K0.00%−6,398−99.8%Reduced
Center for Financial Planning, Inc.13$5.70K0.00%00.0%Unchanged
Silicon Valley Capital Partners15$6.38K0.00%00.0%Unchanged
Sachetta, LLC17$6.46K0.00%00.0%Unchanged
ClariVest Asset Management LLC15$6.57K0.00%+6+66.7%Added
Credential Qtrade Securities Inc.15$6.58K0.00%00.0%Unchanged
Dunhill Financial, LLC16$6.94K0.01%+2+14.3%Added
Carolinas Wealth Consulting LLC16$6.94K0.00%+1+6.7%Added
City State Bank17$7.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$7.02K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$7.45K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$7.89K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC18$7.89K0.00%+10+125.0%Added
Capital Advisors, Ltd. LLC19$8.00K0.00%+2+11.8%Added
Naples Money Management LLC19$8.33K0.01%00.0%Unchanged
Cedar Wealth Management, LLC20$8.77K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$8.77K0.00%00.0%Unchanged
WR Wealth Planners, LLC20$8.77K0.00%+20New
SJS Investment Consulting Inc.20$8.77K0.00%+2+11.1%Added
Sugarloaf Wealth Management, LLC21$9.21K0.00%00.0%Unchanged
Financial Connections Group, Inc.21$10.0K0.01%+21New
Kathleen S. Wright Associates Inc.23$10.1K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC25$11.0K0.01%−4−13.8%Reduced
Winch Advisory Services, LLC26$11.3K0.00%00.0%Unchanged
Mascoma Wealth Management LLC26$11.4K0.00%−14−35.0%Reduced
JNBA Financial Advisors26$11.4K0.00%00.0%Unchanged
Venturi Wealth Management, LLC26$11.4K0.00%−15−36.6%Reduced
Scarborough Advisors, LLC27$11.8K0.01%00.0%Unchanged
PrairieView Partners, LLC26$12.0K0.00%−6−18.8%Reduced
Versant Capital Management, Inc28$12.3K0.00%00.0%Unchanged
Continuum Advisory, LLC29$12.3K0.00%+29New
GPS Wealth Strategies Group, LLC29$12.7K0.00%00.0%Unchanged
Main Street Group, LTD30$12.9K0.01%+1+3.4%Added
Northwest Capital Management Inc30$13.2K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$13.2K0.01%00.0%Unchanged
FSA Wealth Management LLC30$13.2K0.01%00.0%Unchanged
MCF Advisors LLC30$13.2K0.00%+1+3.4%Added
Prestige Wealth Management Group LLC32$14.0K0.00%00.0%Unchanged
RFP Financial Group LLC35$15.3K0.01%+7+25.0%Added
Jones Financial Companies LLLP35$15.3K0.00%−9−20.5%Reduced
Raffa Wealth Management, LLC36$15.8K0.00%−1−2.7%Reduced
Rise Advisors, LLC37$16.3K0.01%+37New
Cassady Schiller Wealth Management, LLC40$17.5K0.01%00.0%Unchanged
Custom Portfolio Group LLC42$18.4K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC43$18.9K0.00%+36+514.3%Added
REAP Financial Group, LLC43$18.9K0.01%+2+4.9%Added
Solstein Capital, LLC46$20.2K0.01%00.0%Unchanged
Fernwood Investment Management, LLC46$20.2K0.01%+46New
FinTrust Capital Advisors, LLC47$20.6K0.00%−267−85.0%Reduced
Valued Wealth Advisors LLC47$20.6K0.01%+31+193.8%Added
Founders Capital Management48$21.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC49$21.3K0.01%+4+8.9%Added
PFS Partners, LLC50$21.9K0.01%−45−47.4%Reduced
Financial Management Professionals, Inc.53$23.0K0.00%−13−19.7%Reduced
Atlantic Trust, LLC54$23.7K0.01%00.0%Unchanged
CoreCap Advisors, LLC54$23.7K0.00%+54New
Valley National Advisers Inc56$24.0K0.00%+1+1.8%Added
Mechanics Financial Corp55$24.1K0.01%+30+120.0%Added
Toth Financial Advisory Corp55$24.1K0.00%00.0%Unchanged
Creative Capital Management Investments LLC56$24.6K0.01%00.0%Unchanged
Retirement Group, LLC56$24.6K0.01%+56New
Rogco, LP57$25.0K0.01%−109−65.7%Reduced