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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 606 | $265.7K | 0.17% | −4−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 606 | $265.9K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 607 | $266.0K | 0.04% | −7−1.1% | Reduced |
| First National Trust Co | 607 | $266.1K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 608 | $266.6K | 0.11% | 00.0% | Unchanged |
| Symmetry Investments LP | 612 | $268.3K | 0.03% | +68+12.5% | Added |
| Mutual Advisors, LLC | 614 | $269.2K | 0.01% | −84−12.0% | Reduced |
| Navellier & Associates Inc | 615 | $269.6K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 616 | $270.0K | 0.03% | −41−6.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 619 | $271.4K | 0.02% | +2+0.3% | Added |
| Resonant Capital Advisors, LLC | 619 | $271.4K | 0.02% | +28+4.7% | Added |
| Philadelphia Trust Co | 620 | $272.0K | 0.02% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 621 | $272.3K | 0.28% | −11−1.7% | Reduced |
| All Terrain Financial Advisors, LLC | 623 | $273.1K | 0.12% | 00.0% | Unchanged |
| HTLF Bank | 623 | $273.1K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 624 | $273.6K | 0.06% | +624 | New |
| Royal Fund Management, LLC | 627 | $275.0K | 0.03% | +2+0.3% | Added |
| SPC Financial, Inc. | 628 | $275.3K | 0.03% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 631 | $276.7K | 0.19% | +5+0.8% | Added |
| Five Oceans Advisors | 635 | $278.4K | 0.14% | +1+0.2% | Added |
| McRae Capital Management Inc | 635 | $278.4K | 0.06% | +635 | New |
| Rebalance, LLC | 640 | $280.6K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 642 | $281.4K | 0.01% | −4−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 643 | $281.9K | 0.04% | −13−2.0% | Reduced |
| WBH Advisory Inc | 643 | $281.9K | 0.03% | +3+0.5% | Added |
| Proficio Capital Partners LLC | 643 | $282.0K | 0.03% | +6+0.9% | Added |
| KCM Investment Advisors LLC | 645 | $282.8K | 0.01% | +645 | New |
| Cape Cod Five Cents Savings Bank | 646 | $283.2K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 648 | $284.1K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 648 | $284.1K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 694 | $285.7K | 0.02% | +5+0.7% | Added |
| Private Trust Co NA | 652 | $285.9K | 0.03% | −5−0.8% | Reduced |
| Family Wealth Group, LLC | 653 | $286.3K | 0.31% | +20+3.2% | Added |
| Catalina Capital Group, LLC | 653 | $286.3K | 0.12% | +653 | New |
| Essex Financial Services, Inc. | 654 | $286.7K | 0.03% | +62+10.5% | Added |
| Avenue 1 Advisors, LLC | 655 | $287.2K | 0.12% | −5−0.8% | Reduced |
| CX Institutional | 659 | $288.9K | 0.01% | −8−1.2% | Reduced |
| Northwest Bancshares, Inc. | 667 | $292.4K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 669 | $293.3K | 0.01% | +100+17.6% | Added |
| Concorde Asset Management, LLC | 672 | $294.6K | 0.20% | +58+9.4% | Added |
| Portside Wealth Group, LLC | 672 | $294.6K | 0.05% | +8+1.2% | Added |
| Fisher Asset Management, LLC | 673 | $295.3K | 0.00% | +673 | New |
| WealthTrust Axiom LLC | 675 | $295.9K | 0.10% | −93−12.1% | Reduced |
| Brighton Jones LLC | 677 | $296.9K | 0.01% | +41+6.4% | Added |
| Dynamic Advisor Solutions LLC | 680 | $298.1K | 0.01% | −21−3.0% | Reduced |
| Trust Point Inc. | 682 | $299.0K | 0.02% | −12−1.7% | Reduced |
| Smith, Moore & Co. | 684 | $299.9K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 686 | $301.0K | 0.01% | +686 | New |
| Whalerock Point Partners, LLC | 687 | $301.2K | 0.08% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 714 | $303.0K | 0.01% | +714 | New |
| Hamilton Capital, LLC | 691 | $303.0K | 0.02% | −64−8.5% | Reduced |
| Aaron Wealth Advisors | 693 | $303.8K | 0.04% | +56+8.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 693 | $303.8K | 0.12% | +82+13.4% | Added |
| GeoWealth Management, LLC | 698 | $306.0K | 0.01% | +227+48.2% | Added |
| Los Angeles Capital Management LLC | 702 | $307.8K | 0.00% | +67+10.6% | Added |
| Prio Wealth Limited Partnership | 703 | $308.2K | 0.01% | +133+23.3% | Added |
| Aigen Investment Management, LP | 706 | $309.5K | 0.07% | +706 | New |
| Kathmere Capital Management, LLC | 712 | $312.2K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 718 | $314.8K | 0.01% | +23+3.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 719 | $315.2K | 0.03% | −43−5.6% | Reduced |
| Progressive Investment Management Corp | 720 | $315.7K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 723 | $317.0K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 726 | $318.3K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 735 | $322.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 738 | $323.0K | 0.03% | −8−1.1% | Reduced |
| AlTi Global, Inc. | 738 | $323.4K | 0.01% | +157+27.0% | Added |
| Chesapeake Wealth Management | 740 | $324.4K | 0.12% | −50−6.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 744 | $326.2K | 0.04% | −52−6.5% | Reduced |
| ROI Financial Advisors, LLC | 745 | $327.0K | 0.26% | +60+8.8% | Added |
| Inceptionr LLC | 746 | $327.1K | 0.08% | −753−50.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 750 | $328.8K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 752 | $329.7K | 0.25% | 00.0% | Unchanged |
| Hyman Charles D | 755 | $331.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 755 | $331.0K | 0.14% | −100−11.7% | Reduced |
| First County Bank | 755 | $331.0K | 0.16% | −99−11.6% | Reduced |
| Peapack Gladstone Financial Corp | 758 | $333.0K | 0.01% | +56+8.0% | Added |
| Hilltop Holdings Inc. | 761 | $333.7K | 0.04% | −51−6.3% | Reduced |
| Douglas Lane & Associates, LLC | 762 | $334.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 772 | $338.5K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 775 | $339.8K | 0.04% | +28+3.7% | Added |
| Parkside Financial Bank & Trust | 780 | $342.0K | 0.06% | +269+52.6% | Added |
| Dakota Wealth Management | 783 | $343.3K | 0.01% | −17−2.1% | Reduced |
| First Nebraska Trust Co | 784 | $343.7K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 788 | $345.0K | 0.33% | +676+603.6% | Added |
| Wilkins Investment Counsel Inc | 790 | $346.4K | 0.05% | +790 | New |
| Aptus Capital Advisors, LLC | 794 | $348.1K | 0.01% | +57+7.7% | Added |
| Steward Partners Investment Solutions, LLC | 795 | $348.6K | 0.06% | −160−16.8% | Reduced |
| American Trust | 798 | $349.9K | 0.03% | +798 | New |
| Nomura Holdings Inc | 800 | $350.8K | 0.00% | −1,240−60.8% | Reduced |
| Schulhoff & Co Inc | 800 | $350.8K | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 803 | $352.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 803 | $352.1K | 0.01% | +13+1.6% | Added |
| Waldron Private Wealth LLC | 804 | $352.5K | 0.02% | +5+0.6% | Added |
| HBK Sorce Advisory LLC | 804 | $352.5K | 0.01% | −5−0.6% | Reduced |
| Smithfield Trust Co | 803 | $354.0K | 0.02% | +6+0.8% | Added |
| Leavell Investment Management, Inc. | 812 | $356.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $356.0K | 0.01% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 814 | $357.0K | 0.20% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 816 | $357.8K | 0.03% | +63+8.4% | Added |
| Great Waters Wealth Management | 819 | $358.9K | 0.06% | 00.0% | Unchanged |