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 |
|---|---|---|---|---|---|
| First Commonwealth Financial Corp | 1,767 | $774.7K | 0.21% | +11+0.6% | Added |
| ERn Financial, LLC | 1,771 | $776.6K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,775 | $778.3K | 0.04% | −31−1.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,887 | $778.6K | 0.14% | +27+1.5% | Added |
| Belpointe Asset Management LLC | 1,786 | $783.1K | 0.06% | +463+35.0% | Added |
| Insigneo Advisory Services, LLC | 1,791 | $785.2K | 0.09% | +130+7.8% | Added |
| Ritholtz Wealth Management | 1,794 | $786.7K | 0.03% | +52+3.0% | Added |
| DoubleLine ETF Adviser LP | 1,799 | $788.8K | 0.20% | +98+5.8% | Added |
| Alberta Investment Management Corp | 1,800 | $789.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,814 | $795.3K | 0.09% | +807+80.1% | Added |
| Dodge & Cox | 1,827 | $801.0K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 1,831 | $803.0K | 0.08% | +48+2.7% | Added |
| Basepoint Wealth LLC | 1,846 | $809.3K | 0.61% | +310+20.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $809.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,143 | $814.0K | 0.01% | −10.0% | Reduced |
| Quent Capital, LLC | 1,858 | $814.7K | 0.10% | +91+5.1% | Added |
| Park Place Capital Corp | 1,861 | $815.9K | 0.29% | −1,094−37.0% | Reduced |
| BFSG, LLC | 1,870 | $819.9K | 0.11% | +379+25.4% | Added |
| Stephens Inc | 1,871 | $820.5K | 0.01% | −16−0.8% | Reduced |
| Evergreen Capital Management LLC | 1,874 | $821.6K | 0.03% | +5+0.3% | Added |
| TrinityPoint Wealth, LLC | 1,882 | $825.0K | 0.14% | +185+10.9% | Added |
| Stonegate Investment Group, LLC | 1,884 | $826.1K | 0.03% | −6−0.3% | Reduced |
| LM Advisors LLC | 1,896 | $831.0K | 0.13% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,896 | $831.3K | 0.30% | −27−1.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,917 | $840.7K | 0.62% | −155−7.5% | Reduced |
| Adapt Wealth Advisors, LLC | 1,935 | $848.4K | 0.60% | +1,935 | New |
| Virtus ETF Advisers LLC | 1,952 | $855.8K | 0.45% | +1,952 | New |
| Prosperity Consulting Group, LLC | 1,997 | $875.6K | 0.11% | +66+3.4% | Added |
| Pacific Capital Partners Ltd | 1,998 | $876.0K | 0.57% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,202 | $876.4K | 0.01% | +568+34.8% | Added |
| Walleye Capital LLC | 2,001 | $877.3K | 0.01% | −27,484−93.2% | Reduced |
| Gateway Advisory, LLC | 2,021 | $886.1K | 0.16% | +14+0.7% | Added |
| Round Rock Advisors, LLC | 2,035 | $892.2K | 0.21% | +15+0.7% | Added |
| Hancock Whitney Corp | 2,049 | $898.4K | 0.03% | +49+2.5% | Added |
| Fielder Capital Group LLC | 2,053 | $900.0K | 0.40% | +10+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,075 | $909.8K | 0.02% | −11,460−84.7% | Reduced |
| Wolverine Trading, LLC | 2,092 | $917.2K | 0.01% | +2,092 | New |
| Angeles Investment Advisors, LLC | 2,093 | $917.7K | 0.05% | +52+2.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $918.5K | 0.23% | 00.0% | Unchanged |
| US Asset Management LLC | 2,105 | $923.0K | 0.83% | −863−29.1% | Reduced |
| Gateway Investment Advisers LLC | 2,140 | $938.3K | 0.01% | +20+0.9% | Added |
| Pettee Investors, Inc. | 2,150 | $942.6K | 0.40% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,167 | $950.3K | 0.04% | −167−7.2% | Reduced |
| Lindbrook Capital, LLC | 2,190 | $960.2K | 0.09% | +14+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 2,234 | $979.7K | 0.15% | +359+19.1% | Added |
| Old North State Trust, LLC | 2,266 | $994.0K | 0.84% | +2,266 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,269 | $994.8K | 0.04% | +760+50.4% | Added |
| Stratos Wealth Partners, LTD. | 2,271 | $996.1K | 0.02% | +95+4.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,277 | $998.3K | 0.14% | +254+12.6% | Added |
| Signaturefd, LLC | 2,296 | $1.01M | 0.02% | +26+1.1% | Added |
| Copperwynd Financial, LLC | 2,309 | $1.01M | 0.36% | −75−3.1% | Reduced |
| CAPROCK Group, Inc. | 2,311 | $1.01M | 0.06% | +7+0.3% | Added |
| Seven Eight Capital, LP | 2,333 | $1.02M | 0.11% | −53−2.2% | Reduced |
| NEOS Investment Management LLC | 2,348 | $1.03M | 0.06% | +914+63.7% | Added |
| Resources Investment Advisors, LLC. | 2,366 | $1.04M | 0.02% | +26+1.1% | Added |
| Clearstead Advisors, LLC | 2,402 | $1.04M | 0.05% | −15−0.6% | Reduced |
| Cavalier Investments, LLC | 2,417 | $1.06M | 0.39% | +112+4.9% | Added |
| Umb Bank N A | 2,439 | $1.07M | 0.02% | −617−20.2% | Reduced |
| Legacy Capital Group California, Inc. | 2,444 | $1.07M | 0.40% | +2,444 | New |
| Alaska Permanent Fund Corp | 2,468 | $1.08M | 0.02% | −3,698−60.0% | Reduced |
| Fayez Sarofim & Co | 2,470 | $1.08M | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,477 | $1.09M | 0.10% | +96+4.0% | Added |
| Vectors Research Management, LLC | 2,480 | $1.09M | 0.31% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,506 | $1.10M | 0.05% | +14+0.6% | Added |
| Eqis Capital Management, Inc. | 2,515 | $1.10M | 0.09% | +75+3.1% | Added |
| Brendel Financial Advisors LLC | 2,534 | $1.11M | 1.27% | 00.0% | Unchanged |
| Balentine LLC | 2,538 | $1.11M | 0.03% | −17−0.7% | Reduced |
| Two Sigma Securities, LLC | 2,556 | $1.12M | 0.05% | +1,716+204.3% | Added |
| Skba Capital Management LLC | 2,575 | $1.13M | 0.18% | −270−9.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,577 | $1.13M | 0.12% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,600 | $1.14M | 0.42% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,598 | $1.14M | 0.28% | +314+13.7% | Added |
| Paradigm Asset Management Co LLC | 2,600 | $1.14M | 0.29% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,600 | $1.14M | 0.61% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,656 | $1.15M | 0.08% | −54−2.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,662 | $1.17M | 0.18% | +9+0.3% | Added |
| HM Payson & Co | 2,663 | $1.17M | 0.02% | −88−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,668 | $1.17M | 0.06% | +111+4.3% | Added |
| Zhang Financial LLC | 2,679 | $1.17M | 0.09% | +955+55.4% | Added |
| Jacobs Levy Equity Management, Inc | 2,694 | $1.18M | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,703 | $1.19M | 0.01% | +2,451+972.6% | Added |
| Integrated Wealth Concepts LLC | 2,711 | $1.19M | 0.02% | +240+9.7% | Added |
| Paloma Partners Management Co | 2,725 | $1.19M | 0.17% | +2,725 | New |
| Heartland Bank & Trust Co | 2,731 | $1.20M | 0.70% | −44−1.6% | Reduced |
| Simplicity Wealth,LLC | 2,737 | $1.20M | 0.03% | +2,737 | New |
| Bleakley Financial Group, LLC | 2,758 | $1.21M | 0.04% | +77+2.9% | Added |
| HB Wealth Management, LLC | 2,771 | $1.21M | 0.02% | −116−4.0% | Reduced |
| Trexquant Investment LP | 2,776 | $1.22M | 0.02% | +2,776 | New |
| Huntington National Bank | 2,798 | $1.23M | 0.01% | −203−6.8% | Reduced |
| Point72 Hong Kong Ltd | 2,800 | $1.23M | 0.06% | +2,800 | New |
| Synovus Financial Corp | 2,806 | $1.23M | 0.02% | +653+30.3% | Added |
| Kingsview Wealth Management, LLC | 2,808 | $1.23M | 0.03% | +4+0.1% | Added |
| Marks Group Wealth Management, Inc | 2,858 | $1.25M | 0.13% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,867 | $1.26M | 0.24% | +2,867 | New |
| M. Kulyk & Associates, LLC | 2,874 | $1.26M | 0.29% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2,886 | $1.27M | 0.61% | +2,886 | New |
| Sandy Cove Advisors, LLC | 2,890 | $1.27M | 0.58% | −57−1.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,900 | $1.27M | 0.35% | +2,900 | New |
| Campbell & CO Investment Adviser LLC | 2,903 | $1.27M | 0.11% | +735+33.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,907 | $1.27M | 0.00% | +1,951+204.1% | Added |