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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,190 | $521.7K | 0.01% | −141−10.6% | Reduced |
| Prudential PLC | 1,192 | $522.6K | 0.00% | −4,325−78.4% | Reduced |
| EHP Funds Inc. | 1,200 | $526.1K | 0.36% | −100−7.7% | Reduced |
| Weil Company, Inc. | 1,200 | $526.1K | 0.21% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,203 | $527.4K | 0.01% | −100−7.7% | Reduced |
| Keel Point, LLC | 1,204 | $527.9K | 0.05% | +61+5.3% | Added |
| Clarius Group, LLC | 1,208 | $529.6K | 0.04% | −103−7.9% | Reduced |
| Plimoth Trust Co LLC | 1,215 | $532.7K | 0.14% | −365−23.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $534.9K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,221 | $535.3K | 0.01% | +39+3.3% | Added |
| Panagora Asset Management Inc | 1,225 | $537.1K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,229 | $538.8K | 0.00% | +1,211+6,727.8% | Added |
| Trust Asset Management LLC | 1,230 | $539.3K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,256 | $551.0K | 0.06% | +1,256 | New |
| McLean Asset Management Corp | 1,285 | $551.9K | 0.19% | −40−3.0% | Reduced |
| St Germain D J Co Inc | 1,260 | $552.4K | 0.03% | −13−1.0% | Reduced |
| Perritt Capital Management Inc | 1,261 | $553.2K | 0.30% | +78+6.6% | Added |
| Guinness Asset Management LTD | 1,267 | $555.5K | 0.01% | −193−13.2% | Reduced |
| Estabrook Capital Management | 1,270 | $556.8K | 0.09% | −30−2.3% | Reduced |
| XTX Topco Ltd | 1,274 | $558.6K | 0.08% | +1,274 | New |
| Fort Washington Investment Advisors Inc | 1,277 | $559.9K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,283 | $562.5K | 0.11% | −31−2.4% | Reduced |
| Beacon Financial Group | 1,285 | $563.4K | 0.06% | −96−7.0% | Reduced |
| PFG Investments, LLC | 1,295 | $567.7K | 0.03% | +1,295 | New |
| Axq Capital, LP | 1,300 | $570.0K | 0.14% | −500−27.8% | Reduced |
| Gabelli Funds LLC | 1,300 | $570.0K | 0.00% | −200−13.3% | Reduced |
| Coastline Trust Co | 1,300 | $570.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,300 | $570.0K | 0.03% | +1,300 | New |
| Old Port Advisors | 1,300 | $570.0K | 0.17% | +23+1.8% | Added |
| Northcape Wealth Management, LLC | 1,317 | $577.4K | 0.21% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,322 | $579.6K | 0.15% | −4−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,334 | $584.9K | 0.01% | +305+29.6% | Added |
| Citizens Financial Group Inc | 1,340 | $587.5K | 0.02% | −321−19.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,342 | $588.4K | 0.05% | −2−0.1% | Reduced |
| Capula Management Ltd | 1,358 | $595.4K | 0.02% | +1,358 | New |
| Gladstone Institutional Advisory LLC | 1,378 | $604.2K | 0.03% | −120−8.0% | Reduced |
| Becker Capital Management Inc | 1,383 | $606.4K | 0.02% | −85−5.8% | Reduced |
| Charter Oak Capital Management, LLC | 1,387 | $608.1K | 0.07% | +60+4.5% | Added |
| J. W. Coons Advisors, LLC | 1,400 | $613.8K | 0.14% | +1,400 | New |
| Lyell Wealth Management, LP | 1,404 | $615.6K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,404 | $615.6K | 0.02% | −10−0.7% | Reduced |
| West Coast Financial LLC | 1,409 | $617.8K | 0.07% | +50+3.7% | Added |
| Pointe Capital Management LLC | 1,412 | $619.1K | 0.38% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,413 | $619.5K | 0.00% | +8+0.6% | Added |
| Cipher Capital LP | 1,424 | $624.3K | 0.29% | +109+8.3% | Added |
| Crewe Advisors LLC | 1,427 | $625.7K | 0.07% | +1,427 | New |
| Sherbrooke Park Advisers LLC | 1,430 | $627.0K | 0.12% | +1,430 | New |
| Wedbush Securities Inc | 1,437 | $630.0K | 0.02% | +113+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,442 | $632.2K | 0.11% | −28−1.9% | Reduced |
| Pinnacle Associates Ltd | 1,445 | $633.4K | 0.01% | +301+26.3% | Added |
| Forum Financial Management, LP | 1,446 | $634.1K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,450 | $635.7K | 0.05% | +450+45.0% | Added |
| Convergence Investment Partners, LLC | 1,455 | $638.0K | 0.24% | +144+11.0% | Added |
| Renasant Bank | 1,458 | $639.2K | 0.45% | −20−1.4% | Reduced |
| Insight Advisors, LLC | 1,467 | $643.2K | 0.12% | 00.0% | Unchanged |
| Searle & Co. | 1,469 | $644.1K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,476 | $644.8K | 0.02% | +75+5.4% | Added |
| Buckingham Strategic Partners | 1,477 | $647.9K | 0.02% | +1,477 | New |
| Accel Wealth Management | 1,482 | $649.8K | 0.28% | −95−6.0% | Reduced |
| Coastal Bridge Advisors, LLC | 1,490 | $653.4K | 0.15% | +2+0.1% | Added |
| MQS Management LLC | 1,498 | $656.8K | 0.38% | +1,498 | New |
| Central Pacific Bank - Trust Division | 1,520 | $660.9K | 0.08% | +1,520 | New |
| 1776 Wealth LLC | 1,516 | $664.7K | 0.32% | −17−1.1% | Reduced |
| Fort Point Capital Partners LLC | 1,525 | $668.6K | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,540 | $675.0K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,541 | $675.8K | 0.05% | +3+0.2% | Added |
| First Citizens Bank & Trust Co | 1,543 | $676.5K | 0.01% | +1,543 | New |
| Profund Advisors LLC | 1,543 | $676.5K | 0.03% | +182+13.4% | Added |
| Vishria Bird Financial Group, LLC | 1,545 | $677.0K | 0.29% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,555 | $681.8K | 0.52% | +53+3.5% | Added |
| Advisors Asset Management, Inc. | 1,585 | $694.9K | 0.01% | +365+29.9% | Added |
| Stokes Capital Advisors, LLC | 1,585 | $694.9K | 0.20% | −325−17.0% | Reduced |
| AE Wealth Management LLC | 1,588 | $696.6K | 0.01% | −8,870−84.8% | Reduced |
| Snowden Capital Advisors LLC | 1,594 | $698.9K | 0.02% | +364+29.6% | Added |
| Lebenthal Global Advisors, LLC | 1,596 | $699.8K | 0.16% | +156+10.8% | Added |
| Eagle Global Advisors LLC | 1,600 | $701.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $702.9K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,605 | $703.9K | 0.06% | −36−2.2% | Reduced |
| Howard Capital Management Group, LLC | 1,609 | $705.5K | 0.05% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,610 | $705.9K | 0.11% | +1,610 | New |
| KLR Investment Advisors, LLC | 1,679 | $707.5K | 0.51% | +67+4.2% | Added |
| Grove Bank & Trust | 1,615 | $708.1K | 0.12% | −23−1.4% | Reduced |
| Congress Wealth Management LLC | 1,617 | $709.0K | 0.01% | +65+4.2% | Added |
| EP Wealth Advisors, LLC | 1,619 | $710.0K | 0.01% | −29−1.8% | Reduced |
| Everpar Advisors LLC | 1,624 | $712.0K | 0.43% | −1,331−45.0% | Reduced |
| Grimes & Company, Inc. | 1,632 | $715.4K | 0.02% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,651 | $723.9K | 0.01% | +42+2.6% | Added |
| Argent Trust Co | 1,677 | $735.3K | 0.03% | −3−0.2% | Reduced |
| Rathbone Brothers plc | 1,682 | $737.5K | 0.00% | −65−3.7% | Reduced |
| Spinnaker Trust | 1,685 | $738.8K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,699 | $745.0K | 0.00% | +297+21.2% | Added |
| Assetmark, Inc | 1,706 | $748.0K | 0.00% | +20+1.2% | Added |
| Boston Financial Mangement LLC | 1,721 | $754.6K | 0.02% | −24−1.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,514 | $755.7K | 0.05% | +987+64.6% | Added |
| OmniStar Financial Group, Inc. | 1,725 | $756.7K | 0.69% | +1,725 | New |
| Legacy Advisors, LLC | 1,727 | $757.2K | 0.10% | +77+4.7% | Added |
| Pennsylvania Capital Management Inc | 1,733 | $759.8K | 0.31% | 00.0% | Unchanged |
| Legacy Trust | 1,752 | $768.1K | 0.19% | +50+2.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,761 | $773.0K | 0.08% | −114−6.1% | Reduced |
| IFP Advisors, Inc | 1,763 | $773.2K | 0.03% | −48−2.7% | Reduced |