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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 675 | $295.9K | 0.10% | −93−12.1% | Reduced |
| Fisher Asset Management, LLC | 673 | $295.3K | 0.00% | +673 | New |
| Portside Wealth Group, LLC | 672 | $294.6K | 0.05% | +8+1.2% | Added |
| Concorde Asset Management, LLC | 672 | $294.6K | 0.20% | +58+9.4% | Added |
| Stock Yards Bank & Trust Co | 669 | $293.3K | 0.01% | +100+17.6% | Added |
| Northwest Bancshares, Inc. | 667 | $292.4K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 659 | $288.9K | 0.01% | −8−1.2% | Reduced |
| Avenue 1 Advisors, LLC | 655 | $287.2K | 0.12% | −5−0.8% | Reduced |
| Essex Financial Services, Inc. | 654 | $286.7K | 0.03% | +62+10.5% | Added |
| Catalina Capital Group, LLC | 653 | $286.3K | 0.12% | +653 | New |
| Family Wealth Group, LLC | 653 | $286.3K | 0.31% | +20+3.2% | Added |
| Private Trust Co NA | 652 | $285.9K | 0.03% | −5−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 694 | $285.7K | 0.02% | +5+0.7% | Added |
| Cidel Asset Management Inc | 648 | $284.1K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 648 | $284.1K | 0.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $283.2K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 645 | $282.8K | 0.01% | +645 | New |
| Proficio Capital Partners LLC | 643 | $282.0K | 0.03% | +6+0.9% | Added |
| 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 |
| Edge Capital Group, LLC | 642 | $281.4K | 0.01% | −4−0.6% | Reduced |
| Rebalance, LLC | 640 | $280.6K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 635 | $278.4K | 0.14% | +1+0.2% | Added |
| McRae Capital Management Inc | 635 | $278.4K | 0.06% | +635 | New |
| New Century Financial Group, LLC | 631 | $276.7K | 0.19% | +5+0.8% | Added |
| SPC Financial, Inc. | 628 | $275.3K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 627 | $275.0K | 0.03% | +2+0.3% | Added |
| Norden Group LLC | 624 | $273.6K | 0.06% | +624 | New |
| All Terrain Financial Advisors, LLC | 623 | $273.1K | 0.12% | 00.0% | Unchanged |
| HTLF Bank | 623 | $273.1K | 0.03% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 621 | $272.3K | 0.28% | −11−1.7% | Reduced |
| Philadelphia Trust Co | 620 | $272.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| OneAscent Financial Services LLC | 616 | $270.0K | 0.03% | −41−6.2% | Reduced |
| Navellier & Associates Inc | 615 | $269.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 614 | $269.2K | 0.01% | −84−12.0% | Reduced |
| Symmetry Investments LP | 612 | $268.3K | 0.03% | +68+12.5% | Added |
| MTM Investment Management, LLC | 608 | $266.6K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 607 | $266.1K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 607 | $266.0K | 0.04% | −7−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 606 | $265.9K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 606 | $265.7K | 0.17% | −4−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 604 | $264.8K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 604 | $264.8K | 0.15% | +27+4.7% | Added |
| Dougherty Wealth Advisers LLC | 603 | $264.4K | 0.23% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 602 | $263.7K | 0.01% | +67+12.5% | Added |
| Childress Capital Advisors, LLC | 601 | $263.5K | 0.08% | −66−9.9% | Reduced |
| Harbour Investment Management LLC | 600 | $263.1K | 0.12% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $263.1K | 0.26% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 599 | $262.6K | 0.01% | +71+13.4% | Added |
| Shelton Capital Management | 598 | $262.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 690 | $262.1K | 0.23% | +690 | New |
| J.W. Cole Advisors, Inc. | 593 | $260.3K | 0.01% | +593 | New |
| Harvest Fund Management Co., Ltd | 590 | $259.0K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 586 | $256.9K | 0.21% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $256.8K | 0.02% | +1+0.2% | Added |
| Parcion Private Wealth LLC | 585 | $256.5K | 0.02% | 00.0% | Unchanged |
| David Loasby | 594 | $255.2K | 0.03% | +15+2.6% | Added |
| Clifford Swan Investment Counsel LLC | 582 | $255.2K | 0.01% | −25−4.1% | Reduced |
| SeaCrest Wealth Management, LLC | 577 | $253.0K | 0.03% | +577 | New |
| Wealthstream Advisors, Inc. | 576 | $252.6K | 0.10% | +14+2.5% | Added |
| Empirical Asset Management, LLC | 576 | $252.5K | 0.12% | +576 | New |
| Intrua Financial, LLC | 575 | $252.1K | 0.04% | +575 | New |
| Garrison Asset Management, LLC | 571 | $250.3K | 0.13% | −141−19.8% | Reduced |
| Westmount Partners, LLC | 568 | $249.0K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 565 | $248.2K | 0.02% | −9−1.6% | Reduced |
| Advisors Capital Management, LLC | 564 | $248.0K | 0.00% | +26+4.8% | Added |
| Institute for Wealth Management, LLC. | 564 | $247.3K | 0.03% | 00.0% | Unchanged |
| NDVR, Inc. | 561 | $246.0K | 0.23% | +561 | New |
| Princeton Global Asset Management LLC | 560 | $245.5K | 0.06% | −14−2.4% | Reduced |
| Nichols & Pratt Advisers LLP | 560 | $245.5K | 0.02% | 00.0% | Unchanged |
| Fluent Financial, LLC | 560 | $245.5K | 0.14% | −1−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 560 | $245.3K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 571 | $245.3K | 0.01% | +22+4.0% | Added |
| Bridgefront Capital, LLC | 557 | $244.2K | 0.19% | +557 | New |
| Independence Bank of Kentucky | 555 | $243.3K | 0.07% | +200+56.3% | Added |
| Avantax Planning Partners, Inc. | 554 | $242.9K | 0.01% | −105−15.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 553 | $242.8K | 0.01% | +128+30.1% | Added |
| Petrus Trust Company, LTA | 553 | $242.5K | 0.02% | −1,416−71.9% | Reduced |
| Perennial Investment Advisors, LLC | 544 | $238.7K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 543 | $238.0K | 0.05% | −102−15.8% | Reduced |
| Beck Mack & Oliver LLC | 539 | $236.3K | 0.00% | −93−14.7% | Reduced |
| Sentry Investment Management LLC | 538 | $236.0K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 538 | $236.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 559 | $236.0K | 0.01% | −61−9.8% | Reduced |
| Walker Asset Management, LLC | 537 | $235.3K | 0.16% | +2+0.4% | Added |
| Aureus Asset Management, LLC | 535 | $234.6K | 0.02% | +535 | New |
| TNF LLC | 567 | $234.2K | 0.09% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 534 | $234.1K | 0.14% | −2−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 534 | $234.1K | 0.02% | +199+59.4% | Added |
| Diversify Advisory Services, LLC | 536 | $233.1K | 0.01% | +536 | New |
| Tufton Capital Management | 530 | $232.4K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 527 | $232.0K | 0.01% | −1,223−69.9% | Reduced |
| Marcum Wealth, LLC | 526 | $230.6K | 0.02% | −6−1.1% | Reduced |
| Cascade Financial Partners, LLC | 553 | $228.8K | 0.03% | +553 | New |
| Farther Finance Advisors, LLC | 523 | $227.5K | 0.01% | +80+18.1% | Added |
| Vicus Capital | 518 | $227.1K | 0.02% | +518 | New |
| Moors & Cabot, Inc. | 518 | $227.1K | 0.01% | +518 | New |
| Green Harvest Asset Management LLC | 518 | $227.1K | 0.01% | +518 | New |