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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 518 | $227.0K | 0.09% | +518 | New |
| Weiss Asset Management LP | 517 | $226.7K | 0.01% | +517 | New |
| Optimist Retirement Group LLC | 515 | $225.8K | 0.12% | +515 | New |
| Cornerstone Wealth Group, LLC | 510 | $223.6K | 0.02% | +510 | New |
| Birchcreek Wealth Management, LLC | 509 | $223.2K | 0.12% | +509 | New |
| WSFS Capital Management, LLC | 507 | $222.2K | 0.01% | +507 | New |
| Moody National Bank Trust Division | 505 | $221.4K | 0.02% | −178−26.1% | Reduced |
| Gilman Hill Asset Management, LLC | 505 | $221.4K | 0.04% | +505 | New |
| Nwam LLC | 520 | $220.9K | 0.02% | −49−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 502 | $220.1K | 0.00% | −35−6.5% | Reduced |
| Proequities, Inc. | 502 | $220.1K | 0.01% | −6−1.2% | Reduced |
| Oldfather Financial Services, LLC | 500 | $219.2K | 0.09% | +500 | New |
| River Wealth Advisors LLC | 499 | $218.8K | 0.03% | −138−21.7% | Reduced |
| Annex Advisory Services, LLC | 494 | $216.6K | 0.01% | −68−12.1% | Reduced |
| Concurrent Investment Advisors, LLC | 494 | $216.6K | 0.01% | +494 | New |
| Gallacher Capital Management LLC | 492 | $215.6K | 0.11% | −91−15.6% | Reduced |
| Abel Hall, LLC | 490 | $215.0K | 0.16% | +490 | New |
| Cherry Tree Wealth Management, LLC | 489 | $214.4K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 488 | $214.0K | 0.02% | +488 | New |
| Trust Investment Advisors | 487 | $213.5K | 0.15% | +487 | New |
| Guardian Wealth Advisors, LLC | 485 | $212.6K | 0.03% | +485 | New |
| Linden Thomas Advisory Services, LLC | 485 | $212.6K | 0.03% | +485 | New |
| Armistice Capital, LLC | 482 | $211.3K | 0.01% | +482 | New |
| Confluence Investment Management LLC | 480 | $210.5K | 0.00% | +480 | New |
| Joel Isaacson & Co., LLC | 480 | $210.5K | 0.01% | +480 | New |
| Sigma Planning Corp | 479 | $210.2K | 0.01% | +479 | New |
| Wealthstar Advisors, LLC | 479 | $210.0K | 0.07% | +479 | New |
| Narus Financial Partners, LLC | 479 | $210.0K | 0.09% | +479 | New |
| Level Four Advisory Services, LLC | 552 | $209.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 479 | $209.0K | 0.00% | −445−48.2% | Reduced |
| Cornerstone Planning Group LLC | 499 | $208.7K | 0.06% | +4+0.8% | Added |
| DRW Securities, LLC | 476 | $208.7K | 0.01% | +476 | New |
| Family Firm, Inc. | 476 | $208.6K | 0.05% | +476 | New |
| Dechtman Wealth Management, LLC | 474 | $207.6K | 0.05% | +474 | New |
| Tiemann Investment Advisors, LLC | 471 | $206.5K | 0.09% | +471 | New |
| Atomi Financial Group, Inc. | 471 | $206.5K | 0.02% | +471 | New |
| Founders Financial Securities LLC | 470 | $206.1K | 0.02% | +470 | New |
| Alpha Family Trust | 470 | $206.1K | 0.12% | +470 | New |
| Horan Securities, Inc. | 469 | $205.6K | 0.10% | +469 | New |
| Driehaus Capital Management LLC | 466 | $204.3K | 0.00% | +466 | New |
| Revolve Wealth Partners, LLC | 465 | $203.9K | 0.03% | +465 | New |
| Boyd Watterson Asset Management LLC | 457 | $200.4K | 0.07% | −1−0.2% | Reduced |
| Regimen Wealth, LLC | 456 | $200.1K | 0.07% | +456 | New |
| Tortoise Investment Management, LLC | 439 | $192.5K | 0.02% | −1−0.2% | Reduced |
| Hanson & Doremus Investment Management | 433 | $190.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 433 | $189.8K | 0.02% | −340−44.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 426 | $186.9K | 0.07% | +426 | New |
| Macroview Investment Management LLC | 420 | $184.1K | 0.20% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 420 | $184.0K | 0.01% | +1+0.2% | Added |
| United Community Bank | 409 | $179.3K | 0.07% | +35+9.4% | Added |
| CVA Family Office, LLC | 406 | $178.0K | 0.03% | +1+0.2% | Added |
| Westpac Banking Corp | 403 | $176.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $173.6K | 0.06% | +327+473.9% | Added |
| Acropolis Investment Management, LLC | 384 | $168.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 382 | $167.5K | 0.06% | +32+9.1% | Added |
| Creative Financial Designs Inc | 362 | $158.7K | 0.02% | +24+7.1% | Added |
| Webster Bank, N. A. | 359 | $157.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 358 | $157.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 345 | $151.3K | 0.03% | +5+1.5% | Added |
| Ostrum Asset Management | 344 | $150.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 340 | $149.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 317 | $139.0K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $134.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 306 | $134.2K | 0.07% | +154+101.3% | Added |
| Alta Advisers Ltd | 300 | $131.5K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 282 | $124.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 275 | $120.6K | 0.05% | −25−8.3% | Reduced |
| Resources Management Corp | 265 | $116.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $114.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $114.4K | 0.01% | +261 | New |
| Breakwater Investment Management | 261 | $114.4K | 0.05% | +261 | New |
| Central Bank & Trust Co | 260 | $114.0K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 260 | $114.0K | 0.00% | +260 | New |
| Kozak & Associates, Inc. | 260 | $113.2K | 0.03% | −68−20.7% | Reduced |
| Hexagon Capital Partners LLC | 258 | $113.1K | 0.03% | −12−4.4% | Reduced |
| Coston, McIsaac & Partners | 252 | $110.0K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 249 | $108.6K | 0.02% | +197+378.8% | Added |
| Old Second National Bank of Aurora | 245 | $107.4K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $105.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 238 | $104.3K | 0.05% | +70+41.7% | Added |
| GW&K Investment Management, LLC | 226 | $99.0K | 0.00% | +124+121.6% | Added |
| Zions Bancorporation, N.A. | 218 | $95.6K | 0.01% | −53−19.6% | Reduced |
| Pinnacle Bancorp, Inc. | 211 | $92.5K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 209 | $91.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 237 | $90.0K | 0.01% | 00.0% | Unchanged |
| Motco | 205 | $89.9K | 0.01% | −1−0.5% | Reduced |
| Byrne Asset Management LLC | – | $89.0K | 0.06% | – | – |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $87.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 198 | $86.8K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 201 | $86.6K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 191 | $83.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $81.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $78.9K | 0.01% | +154+592.3% | Added |
| Lowe Wealth Advisors, LLC | 167 | $73.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $69.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $69.7K | 0.03% | 00.0% | Unchanged |
| Tobam | 155 | $68.0K | 0.01% | −1−0.6% | Reduced |
| West Branch Capital LLC | 153 | $67.1K | 0.03% | −11−6.7% | Reduced |
| Silvant Capital Management LLC | 152 | $66.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $65.8K | 0.00% | 00.0% | Unchanged |