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.
| 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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 341,671 | $149.8M | 0.34% | +36,718+12.0% | Added |
| American Century Companies Inc | 344,119 | $150.9M | 0.09% | +155,779+82.7% | Added |
| CIBC Private Wealth Group, LLC | 349,248 | $151.9M | 0.30% | +135,380+63.3% | Added |
| Marshall Wace, LLP | 357,860 | $156.9M | 0.26% | −91,633−20.4% | Reduced |
| Silvercrest Asset Management Group LLC | 360,044 | $157.9M | 1.07% | −7,911−2.1% | Reduced |
| Agf Management Ltd | 372,813 | $163.5M | 0.91% | +452+0.1% | Added |
| The PNC Financial Services Group, Inc. | 418,878 | $183.7M | 0.13% | −7,709−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 441,253 | $193.5M | 0.86% | +59,021+15.4% | Added |
| Amundi | 473,755 | $195.5M | 0.08% | +18,270+4.0% | Added |
| Lord, Abbett & Co. LLC | 483,975 | $212.2M | 0.68% | −48,489−9.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 483,992 | $212.2M | 1.09% | −242,862−33.4% | Reduced |
| Brown Advisory Inc | 496,124 | $217.5M | 0.29% | −52,548−9.6% | Reduced |
| Truist Financial Corp | 531,236 | $232.9M | 0.35% | +2,466+0.5% | Added |
| Barclays PLC | 534,492 | $234.3M | 0.11% | +126,751+31.1% | Added |
| Thrivent Financial for Lutherans | 545,784 | $239.3M | 0.48% | +826+0.2% | Added |
| Invesco Ltd. | 561,046 | $246.0M | 0.05% | −43,432−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 591,219 | $259.2M | 0.06% | +6,512+1.1% | Added |
| Legal & General Group Plc | 667,431 | $292.6M | 0.08% | −10,381−1.5% | Reduced |
| Deutsche Bank AG | 681,447 | $298.8M | 0.14% | +79,403+13.2% | Added |
| Envestnet Asset Management Inc | 703,076 | $308.3M | 0.12% | +50,716+7.8% | Added |
| TD Asset Management Inc | 707,617 | $310.2M | 0.29% | +111,973+18.8% | Added |
| Bank of America Corp | 806,351 | $353.5M | 0.03% | +64,310+8.7% | Added |
| Royal Bank of Canada | 862,035 | $378.0M | 0.09% | −100,070−10.4% | Reduced |
| Lyrical Asset Management LP | 887,902 | $389.3M | 5.78% | −34,698−3.8% | Reduced |
| LSV Asset Management | 908,915 | $398.5M | 0.82% | −40,010−4.2% | Reduced |
| Goldman Sachs Group Inc | 919,067 | $403.0M | 0.08% | +103,833+12.7% | Added |
| Dimensional Fund Advisors LP | 1,019,313 | $446.9M | 0.12% | +4,088+0.4% | Added |
| Bank of New York Mellon Corp | 1,099,084 | $481.9M | 0.09% | −263,905−19.4% | Reduced |
| Northern Trust Corp | 1,103,979 | $484.0M | 0.08% | −76,967−6.5% | Reduced |
| FMR LLC | 1,156,083 | $506.9M | 0.03% | −119,633−9.4% | Reduced |
| UBS Group AG | 1,243,053 | $545.0M | 0.18% | −112,763−8.3% | Reduced |
| Norges Bank | 1,392,485 | $610.5M | 0.10% | +37,830+2.8% | Added |
| Nuveen Asset Management, LLC | 1,506,946 | $660.7M | 0.20% | +25,453+1.7% | Added |
| UBS Asset Management Americas Inc | 1,511,791 | $662.8M | 0.24% | −226,066−13.0% | Reduced |
| Boston Partners | 1,548,435 | $678.8M | 0.81% | −56,556−3.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,626,845 | $713.3M | 2.66% | −287,529−15.0% | Reduced |
| Morgan Stanley | 2,223,399 | $974.8M | 0.08% | −38,975−1.7% | Reduced |
| Geode Capital Management, LLC | 2,520,989 | $1.10B | 0.10% | +27,919+1.1% | Added |
| Aristotle Capital Management, LLC | 3,409,689 | $1.49B | 2.77% | −89,353−2.6% | Reduced |
| JPMorgan Chase & Co | 3,844,165 | $1.69B | 0.15% | +604,767+18.7% | Added |
| State Street Corp | 4,483,008 | $1.97B | 0.09% | −21,090−0.5% | Reduced |
| BlackRock Inc. | 8,581,446 | $3.76B | 0.09% | +243,181+2.9% | Added |
| Vanguard Group Inc | 12,725,470 | $5.58B | 0.11% | −286,961−2.2% | Reduced |
| Power Corp of Canada | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −16,259−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −10,434−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −8,640−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,603−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |