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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 821 | $360.1K | 0.01% | −2−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 823 | $360.8K | 0.02% | −5−0.6% | Reduced |
| Csenge Advisory Group | 828 | $363.1K | 0.02% | +17+2.1% | Added |
| Revisor Wealth Management LLC | 888 | $363.3K | 0.16% | +888 | New |
| Moloney Securities Asset Management, LLC | 830 | $363.7K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 837 | $367.0K | 0.03% | −783−48.3% | Reduced |
| Sendero Wealth Management, LLC | 840 | $368.3K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 840 | $368.3K | 0.08% | +840 | New |
| Gsa Capital Partners LLP | 841 | $369.0K | 0.03% | +841 | New |
| Canal Capital Management, LLC | 847 | $371.5K | 0.06% | +2+0.2% | Added |
| Rockland Trust Co | 851 | $373.1K | 0.02% | −14−1.6% | Reduced |
| Moneta Group Investment Advisors LLC | 851 | $373.2K | 0.01% | −71−7.7% | Reduced |
| Voya Financial Advisors, Inc. | 856 | $373.2K | 0.04% | +856 | New |
| Skopos Labs, Inc. | 868 | $377.4K | 0.16% | −68−7.3% | Reduced |
| Midland Wealth Advisors LLC | 863 | $378.4K | 0.02% | −64−6.9% | Reduced |
| KFA Private Wealth Group, LLC | 864 | $379.0K | 0.12% | −12−1.4% | Reduced |
| Merit Financial Group, LLC | 907 | $380.1K | 0.01% | +907 | New |
| Park National Corp | 874 | $383.2K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 934 | $383.9K | 0.15% | −95−9.2% | Reduced |
| Hengehold Capital Management LLC | 876 | $384.1K | 0.04% | +1+0.1% | Added |
| Catalyst Capital Advisors LLC | 880 | $385.8K | 0.01% | −270−23.5% | Reduced |
| Drive Wealth Management, LLC | 882 | $386.5K | 0.11% | +57+6.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 889 | $389.8K | 0.22% | −3,068−77.5% | Reduced |
| Renaissance Group LLC | 889 | $389.8K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 898 | $390.5K | 0.11% | +19+2.2% | Added |
| InterOcean Capital Group, LLC | 891 | $390.6K | 0.01% | +19+2.2% | Added |
| Cito Capital Group, LLC | 901 | $395.0K | 0.16% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 906 | $397.2K | 0.19% | −16−1.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 910 | $399.0K | 0.08% | +260+40.0% | Added |
| Beaton Management Co. Inc. | 910 | $399.0K | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 910 | $399.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 916 | $401.6K | 0.04% | −15−1.6% | Reduced |
| Arkadios Wealth Advisors | 916 | $401.7K | 0.03% | +237+34.9% | Added |
| Sunbelt Securities, Inc. | 922 | $404.0K | 0.05% | +24+2.7% | Added |
| BLB&B Advisors, LLC | 923 | $404.7K | 0.02% | −55−5.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 933 | $409.1K | 0.01% | −2−0.2% | Reduced |
| First Bank & Trust | 934 | $409.5K | 0.08% | +31+3.4% | Added |
| Whittier Trust Co | 942 | $413.0K | 0.01% | +23+2.5% | Added |
| Aspiriant, LLC | 946 | $414.8K | 0.02% | +135+16.6% | Added |
| Hills Bank & Trust Co | 959 | $420.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 960 | $421.0K | 0.01% | +11+1.2% | Added |
| Ibex Wealth Advisors | 1,356 | $422.0K | 0.11% | +1,355+135,500.0% | Added |
| Summit Global Investments | 966 | $424.0K | 0.03% | +320+49.5% | Added |
| Rothschild Investment LLC | 968 | $424.4K | 0.03% | +11+1.1% | Added |
| MV Capital Management, Inc. | 975 | $427.5K | 0.05% | +1+0.1% | Added |
| KMG Fiduciary Partners, LLC | 976 | $427.9K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 977 | $428.4K | 0.06% | −3−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 980 | $429.7K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 998 | $437.6K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,000 | $438.4K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $438.4K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $438.4K | 0.30% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,066 | $439.8K | 0.02% | +1,066 | New |
| Great Valley Advisor Group, Inc. | 1,012 | $443.5K | 0.01% | +21+2.1% | Added |
| Cambridge Trust Co | 1,017 | $445.9K | 0.02% | +5+0.5% | Added |
| Founders Capital Management, LLC | 1,019 | $446.8K | 0.08% | +19+1.9% | Added |
| Sterling Wealth Management, Inc. | 1,020 | $447.2K | 0.22% | 00.0% | Unchanged |
| Emprise Bank | 1,025 | $449.4K | 0.30% | +1,025 | New |
| Woodmont Investment Counsel LLC | 1,026 | $449.8K | 0.04% | −5−0.5% | Reduced |
| Berkshire Asset Management LLC | 1,029 | $451.0K | 0.02% | −18−1.7% | Reduced |
| Busey Wealth Management | 1,034 | $453.3K | 0.02% | −15−1.4% | Reduced |
| GAMMA Investing LLC | 1,034 | $453.3K | 0.09% | +223+27.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,037 | $454.7K | 0.00% | +1,037 | New |
| Johnson Financial Group, Inc. | 1,038 | $455.1K | 0.02% | +92+9.7% | Added |
| Ransom Advisory, Ltd | 1,038 | $455.1K | 0.24% | +1,038 | New |
| Enzi Wealth | 1,110 | $456.4K | 0.21% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,047 | $459.0K | 0.13% | −19−1.8% | Reduced |
| Larson Financial Group LLC | 1,051 | $460.6K | 0.04% | +419+66.3% | Added |
| Karpas Strategies, LLC | 1,060 | $464.7K | 0.14% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,061 | $465.2K | 0.01% | +1,061 | New |
| Invst, LLC | 1,071 | $465.7K | 0.06% | −75−6.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,065 | $467.0K | 0.01% | −46−4.1% | Reduced |
| Portman Square Capital LLP | 1,071 | $469.6K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 1,072 | $470.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,076 | $471.0K | 0.09% | −27−2.4% | Reduced |
| Evercore Wealth Management, LLC | 1,079 | $473.1K | 0.01% | −9−0.8% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $474.0K | 0.41% | 00.0% | Unchanged |
| Allworth Financial LP | 1,081 | $474.0K | 0.00% | −18−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,084 | $475.3K | 0.02% | −41−3.6% | Reduced |
| We Are One Seven, LLC | 1,090 | $477.9K | 0.02% | −292−21.1% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $479.2K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,100 | $482.3K | 0.29% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,101 | $482.7K | 0.04% | +517+88.5% | Added |
| Valtinson Bruner Financial Planning LLC | 1,108 | $485.8K | 0.21% | −200−15.3% | Reduced |
| Burt Wealth Advisors | 1,111 | $487.1K | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,115 | $488.9K | 0.11% | −65−5.5% | Reduced |
| Bailard, Inc. | 1,119 | $490.6K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,119 | $490.6K | 0.05% | +68+6.5% | Added |
| Dakota Community Bank & Trust NA | 1,132 | $496.3K | 2.68% | −235−17.2% | Reduced |
| Bryn Mawr Trust Co | 1,140 | $499.7K | 0.02% | +1,140 | New |
| Contravisory Investment Management, Inc. | 1,142 | $500.7K | 0.11% | −4−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,213 | $500.8K | 0.02% | −314−20.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,150 | $504.2K | 0.01% | +443+62.7% | Added |
| Global Retirement Partners, LLC | 1,151 | $504.5K | 0.02% | +12+1.1% | Added |
| Loomis Sayles & Co L P | 1,153 | $506.0K | 0.00% | +357+44.8% | Added |
| FFT Wealth Management LLC | 1,156 | $507.1K | 0.04% | +136+13.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,166 | $511.2K | 0.01% | +80+7.4% | Added |
| Benedetti & Gucer, Inc. | 1,167 | $512.0K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,257 | $517.6K | 0.13% | −109−8.0% | Reduced |
| Invesco, LLC | 1,183 | $518.7K | 0.22% | −1,006−46.0% | Reduced |