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 | 1,363 | $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, 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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 58 | $25.4K | 0.01% | −44−43.1% | Reduced |
| First Foundation Advisors | 60 | $26.3K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $26.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $26.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 64 | $28.1K | 0.00% | +8+14.3% | Added |
| Redmont Wealth Advisors LLC | 65 | $28.5K | 0.04% | +65 | New |
| Roble, Belko & Company, Inc | 69 | $30.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $30.7K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $31.6K | 0.01% | +65+928.6% | Added |
| Sound Income Strategies, LLC | 73 | $32.1K | 0.00% | +73 | New |
| Wetzel Investment Advisors, Inc. | 78 | $32.2K | 0.02% | −12−13.3% | Reduced |
| Ofi Invest Asset Management | 80 | $32.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $33.0K | 0.02% | −1−1.3% | Reduced |
| Benjamin Edwards Inc | 77 | $34.0K | 0.01% | +77 | New |
| Adirondack Trust Co | 79 | $34.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 80 | $35.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $35.5K | 0.00% | +36+80.0% | Added |
| Abound Wealth Management | 86 | $37.8K | 0.01% | +1+1.2% | Added |
| Financial Freedom, LLC | 88 | $38.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $40.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 93 | $41.0K | 0.00% | −16−14.7% | Reduced |
| Delta Asset Management LLC | 100 | $43.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $43.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $45.2K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 104 | $45.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $46.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 106 | $46.5K | 0.01% | +57+116.3% | Added |
| Sofos Investments, Inc. | 115 | $48.0K | 0.01% | +72+167.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $48.2K | 0.02% | +60+120.0% | Added |
| Acadian Asset Management LLC | 112 | $49.0K | 0.00% | −240−68.2% | Reduced |
| Westend Capital Management, LLC | 129 | $56.6K | 0.02% | +129 | New |
| Jamison Private Wealth Management, Inc. | 131 | $57.3K | 0.01% | +75+133.9% | Added |
| Global Financial Private Client, LLC | 133 | $57.8K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 132 | $58.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 137 | $60.1K | 0.00% | +50+57.5% | Added |
| ICA Group Wealth Management, LLC | 137 | $60.1K | 0.01% | +100+270.3% | Added |
| Financial Perspectives, Inc | 137 | $60.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $61.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $62.3K | 0.02% | −3−2.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 143 | $62.7K | 0.01% | +8+5.9% | Added |
| Evermay Wealth Management LLC | 148 | $64.9K | 0.01% | −1−0.7% | Reduced |
| Washington Trust Co | 150 | $65.8K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $65.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $66.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $67.1K | 0.03% | −11−6.7% | Reduced |
| Tobam | 155 | $68.0K | 0.01% | −1−0.6% | Reduced |
| Tompkins Financial Corp | 159 | $69.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $69.7K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 167 | $73.2K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $78.9K | 0.01% | +154+592.3% | Added |
| Montag A & Associates Inc | 186 | $81.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 191 | $83.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $86.6K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 198 | $86.8K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $87.0K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $89.0K | 0.06% | – | – |
| Motco | 205 | $89.9K | 0.01% | −1−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 237 | $90.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 209 | $91.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $92.5K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 218 | $95.6K | 0.01% | −53−19.6% | Reduced |
| GW&K Investment Management, LLC | 226 | $99.0K | 0.00% | +124+121.6% | Added |
| Raleigh Capital Management Inc. | 238 | $104.3K | 0.05% | +70+41.7% | Added |
| Heritage Wealth Advisors | 240 | $105.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $107.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 249 | $108.6K | 0.02% | +197+378.8% | Added |
| Coston, McIsaac & Partners | 252 | $110.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 258 | $113.1K | 0.03% | −12−4.4% | Reduced |
| Kozak & Associates, Inc. | 260 | $113.2K | 0.03% | −68−20.7% | Reduced |
| Central Bank & Trust Co | 260 | $114.0K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 260 | $114.0K | 0.00% | +260 | New |
| McIlrath & Eck, LLC | 261 | $114.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $114.4K | 0.01% | +261 | New |
| Breakwater Investment Management | 261 | $114.4K | 0.05% | +261 | New |
| Resources Management Corp | 265 | $116.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 275 | $120.6K | 0.05% | −25−8.3% | Reduced |
| Centaurus Financial, Inc. | 282 | $124.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $131.5K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 306 | $134.2K | 0.07% | +154+101.3% | Added |
| North Star Investment Management Corp. | 307 | $134.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 317 | $139.0K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 340 | $149.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 344 | $150.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 345 | $151.3K | 0.03% | +5+1.5% | Added |
| First Personal Financial Services | 358 | $157.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $157.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 362 | $158.7K | 0.02% | +24+7.1% | Added |
| Kelly Financial Services LLC | 382 | $167.5K | 0.06% | +32+9.1% | Added |
| Acropolis Investment Management, LLC | 384 | $168.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $173.6K | 0.06% | +327+473.9% | Added |
| Westpac Banking Corp | 403 | $176.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 406 | $178.0K | 0.03% | +1+0.2% | Added |
| United Community Bank | 409 | $179.3K | 0.07% | +35+9.4% | Added |
| GHP Investment Advisors, Inc. | 420 | $184.0K | 0.01% | +1+0.2% | Added |
| Macroview Investment Management LLC | 420 | $184.1K | 0.20% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 426 | $186.9K | 0.07% | +426 | New |
| Hamilton Capital Partners Inc. | 433 | $189.8K | 0.02% | −340−44.0% | Reduced |
| Hanson & Doremus Investment Management | 433 | $190.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 439 | $192.5K | 0.02% | −1−0.2% | Reduced |