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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 4,460 | $1.96M | 0.15% | +166+3.9% | Added |
| Connecticut Wealth Management, LLC | 4,479 | $1.96M | 0.10% | +23+0.5% | Added |
| Coastal Investment Advisors, Inc. | 4,543 | $1.99M | 0.41% | −30−0.7% | Reduced |
| 1832 Asset Management L.P. | 4,591 | $2.01M | 0.00% | −922−16.7% | Reduced |
| TruWealth Advisors, LLC | 4,625 | $2.03M | 0.14% | −100−2.1% | Reduced |
| Impax Asset Management Group plc | 4,629 | $2.03M | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 4,648 | $2.04M | 0.69% | +4,648 | New |
| Peddock Capital Advisors, LLC | 4,703 | $2.06M | 0.54% | +111+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,718 | $2.07M | 0.04% | −352−6.9% | Reduced |
| Apollon Wealth Management, LLC | 4,725 | $2.07M | 0.07% | −231−4.7% | Reduced |
| Greenleaf Trust | 4,802 | $2.11M | 0.02% | −56−1.2% | Reduced |
| Quest Partners LLC | 4,841 | $2.12M | 0.37% | +118+2.5% | Added |
| Eley Financial Management, Inc | 4,847 | $2.13M | 0.92% | −80−1.6% | Reduced |
| Quantinno Capital Management LP | 4,884 | $2.14M | 0.05% | +1,091+28.8% | Added |
| Affinity Investment Advisors, LLC | 4,897 | $2.15M | 1.57% | +231+5.0% | Added |
| Bradley Foster & Sargent Inc | 4,980 | $2.18M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,999 | $2.19M | 0.04% | −23−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,036 | $2.21M | 0.03% | +154+3.2% | Added |
| CIBC World Markets Inc. | 5,059 | $2.22M | 0.01% | −1,796−26.2% | Reduced |
| New Mexico Educational Retirement Board | 5,081 | $2.23M | 0.08% | −300−5.6% | Reduced |
| Cove Private Wealth, LLC | 5,123 | $2.25M | 1.92% | −523−9.3% | Reduced |
| Alpine Global Management, LLC | 5,162 | $2.26M | 0.44% | +5,162 | New |
| BKD Wealth Advisors, LLC | 5,217 | $2.29M | 0.06% | −93−1.8% | Reduced |
| Nations Financial Group Inc, | 5,287 | $2.32M | 0.20% | +591+12.6% | Added |
| Verition Fund Management LLC | 5,305 | $2.33M | 0.02% | +1,424+36.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,309 | $2.33M | 2.14% | −1,147−17.8% | Reduced |
| Leisure Capital Management | 5,355 | $2.35M | 1.18% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,394 | $2.36M | 0.03% | +553+11.4% | Added |
| iA Global Asset Management Inc. | 5,401 | $2.37M | 0.05% | +1,717+46.6% | Added |
| Centiva Capital, LP | 5,406 | $2.37M | 0.13% | +4,432+455.0% | Added |
| 17 Capital Partners, LLC | 5,470 | $2.40M | 1.78% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,495 | $2.41M | 0.19% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5,496 | $2.41M | 0.83% | +199+3.8% | Added |
| MAI Capital Management | 5,535 | $2.43M | 0.03% | +1,214+28.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,553 | $2.43M | 0.03% | +5,553 | New |
| Procyon Private Wealth Partners, LLC | 5,573 | $2.44M | 0.19% | +175+3.2% | Added |
| Plato Investment Management Ltd | 5,588 | $2.45M | 0.25% | +5,559+19,169.0% | Added |
| La Banque Postale Asset Management SA | 5,623 | $2.47M | 0.10% | +1,933+52.4% | Added |
| Colony Group, LLC | 5,642 | $2.47M | 0.02% | +3,737+196.2% | Added |
| Quadrature Capital Ltd | 5,652 | $2.48M | 0.04% | +5,652 | New |
| First Hawaiian Bank | 5,682 | $2.49M | 0.08% | +944+19.9% | Added |
| TownSquare Capital, LLC | 5,701 | $2.50M | 0.04% | +579+11.3% | Added |
| Louisiana State Employees Retirement System | 5,800 | $2.54M | 0.05% | −300−4.9% | Reduced |
| Castellan Group, LLC | 5,806 | $2.55M | 1.30% | −217−3.6% | Reduced |
| Securian Asset Management, Inc | 5,870 | $2.57M | 0.08% | −587−9.1% | Reduced |
| Private Advisor Group, LLC | 5,960 | $2.61M | 0.02% | −160−2.6% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $2.63M | 0.39% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6,017 | $2.64M | 1.25% | −1,643−21.4% | Reduced |
| Virtu Financial LLC | 6,050 | $2.65M | 0.20% | +6,050 | New |
| Family Management Corp | 6,190 | $2.71M | 0.50% | +14+0.2% | Added |
| Cinctive Capital Management LP | 6,210 | $2.72M | 0.14% | +6,210 | New |
| Loudon Investment Management, LLC | 6,282 | $2.75M | 1.58% | −1,345−17.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $2.78M | 0.09% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,347 | $2.78M | 0.06% | +119+1.9% | Added |
| Fifth Third Bancorp | 6,386 | $2.80M | 0.01% | −141−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 6,392 | $2.80M | 0.41% | +122+1.9% | Added |
| Hartford Investment Management Co | 6,494 | $2.85M | 0.10% | −331−4.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,494 | $2.85M | 0.03% | +244+3.9% | Added |
| Dean Investment Associates, LLC | 6,501 | $2.85M | 0.39% | +92+1.4% | Added |
| Bridgeway Capital Management, LLC | 6,540 | $2.87M | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,546 | $2.87M | 0.03% | −678−9.4% | Reduced |
| Great Lakes Advisors, LLC | 6,576 | $2.88M | 0.02% | −548−7.7% | Reduced |
| CNB Bank | 6,583 | $2.89M | 1.41% | −314−4.6% | Reduced |
| Savant Capital, LLC | 6,617 | $2.90M | 0.03% | +24+0.4% | Added |
| Chesley Taft & Associates LLC | 6,627 | $2.91M | 0.15% | −30.0% | Reduced |
| Radnor Capital Management, LLC | 6,642 | $2.91M | 0.50% | 00.0% | Unchanged |
| New Hampshire Trust | 6,684 | $2.93M | 0.69% | −208−3.0% | Reduced |
| Malaga Cove Capital, LLC | 6,812 | $2.99M | 1.22% | −85−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 6,862 | $3.01M | 0.25% | +460+7.2% | Added |
| Mairs & Power Inc | 6,865 | $3.01M | 0.03% | +4,970+262.3% | Added |
| Williams Jones Wealth Management, LLC. | 6,902 | $3.03M | 0.04% | +11+0.2% | Added |
| Johnson Investment Counsel Inc | 6,909 | $3.03M | 0.03% | −23−0.3% | Reduced |
| Wellington Management Group LLP | 6,963 | $3.05M | 0.00% | +805+13.1% | Added |
| Entropy Technologies, LP | 6,979 | $3.06M | 0.33% | +6,979 | New |
| Groupama Asset Managment | 3,287 | $3.07M | 0.06% | −4,742−59.1% | Reduced |
| FineMark National Bank & Trust | 7,028 | $3.08M | 0.11% | −8−0.1% | Reduced |
| Point72 (DIFC) Ltd | 7,042 | $3.09M | 0.24% | +7,042 | New |
| Ieq Capital, LLC | 7,163 | $3.14M | 0.05% | +1,219+20.5% | Added |
| LMCG Investments, LLC | 7,184 | $3.15M | 0.19% | −868−10.8% | Reduced |
| Diversified Trust Co | 7,242 | $3.18M | 0.10% | −1,686−18.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,243 | $3.18M | 0.05% | −418−5.5% | Reduced |
| Signet Financial Management, LLC | 7,246 | $3.18M | 0.44% | +7,246 | New |
| Carret Asset Management, LLC | 7,283 | $3.19M | 0.38% | −77−1.0% | Reduced |
| New Potomac Partners, LLC | 7,338 | $3.22M | 1.79% | −312−4.1% | Reduced |
| Intech Investment Management LLC | 7,349 | $3.22M | 0.05% | −67,151−90.1% | Reduced |
| Maryland State Retirement & Pension System | 7,863 | $3.23M | 0.06% | −165−2.1% | Reduced |
| Brinker Capital Investments, LLC | 7,377 | $3.23M | 0.03% | +254+3.6% | Added |
| Orion Portfolio Solutions, LLC | 7,377 | $3.23M | 0.03% | +254+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,414 | $3.25M | 0.01% | +77+1.0% | Added |
| Fiera Capital Corp | 7,429 | $3.26M | 0.01% | +7,429 | New |
| Kentucky Retirement Systems | 7,609 | $3.34M | 0.10% | −488−6.0% | Reduced |
| Advisory Services Network, LLC | 7,811 | $3.42M | 0.08% | −224−2.8% | Reduced |
| Perigon Wealth Management, LLC | 7,830 | $3.43M | 0.10% | −29−0.4% | Reduced |
| Great Diamond Partners, LLC | 7,872 | $3.45M | 0.79% | +46+0.6% | Added |
| Tower Bridge Advisors | 7,899 | $3.46M | 0.35% | −240−2.9% | Reduced |
| K.J. Harrison & Partners Inc | 8,000 | $3.51M | 0.54% | +8,000 | New |
| Eisler Capital (UK) Ltd. | 8,077 | $3.54M | 0.44% | +6,597+445.7% | Added |
| Pacer Advisors, Inc. | 8,373 | $3.67M | 0.01% | +191+2.3% | Added |
| GWM Advisors LLC | 8,377 | $3.67M | 0.03% | −115−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 8,524 | $3.74M | 0.07% | −3,034−26.3% | Reduced |