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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 150 | $65.8K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $64.9K | 0.01% | −1−0.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 143 | $62.7K | 0.01% | +8+5.9% | Added |
| West Paces Advisors Inc. | 142 | $62.3K | 0.02% | −3−2.1% | Reduced |
| JFS Wealth Advisors, LLC | 140 | $61.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $60.2K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 137 | $60.1K | 0.00% | +50+57.5% | Added |
| ICA Group Wealth Management, LLC | 137 | $60.1K | 0.01% | +100+270.3% | Added |
| Private Ocean, LLC | 132 | $58.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $57.8K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 131 | $57.3K | 0.01% | +75+133.9% | Added |
| Westend Capital Management, LLC | 129 | $56.6K | 0.02% | +129 | New |
| Acadian Asset Management LLC | 112 | $49.0K | 0.00% | −240−68.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $48.2K | 0.02% | +60+120.0% | Added |
| Sofos Investments, Inc. | 115 | $48.0K | 0.01% | +72+167.4% | Added |
| American National Bank | 106 | $46.5K | 0.01% | +57+116.3% | Added |
| Trifecta Capital Advisors, LLC | 105 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 104 | $45.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $45.2K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $43.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $43.8K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 93 | $41.0K | 0.00% | −16−14.7% | Reduced |
| Bell Investment Advisors, Inc | 93 | $40.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $39.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $38.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $37.8K | 0.01% | +1+1.2% | Added |
| AdvisorNet Financial, Inc | 81 | $35.5K | 0.00% | +36+80.0% | Added |
| Twin Lakes Capital Management, LLC | 80 | $35.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $34.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 77 | $34.0K | 0.01% | +77 | New |
| Covestor Ltd | 74 | $33.0K | 0.02% | −1−1.3% | Reduced |
| Ofi Invest Asset Management | 80 | $32.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 78 | $32.2K | 0.02% | −12−13.3% | Reduced |
| Sound Income Strategies, LLC | 73 | $32.1K | 0.00% | +73 | New |
| Annapolis Financial Services, LLC | 72 | $31.6K | 0.01% | +65+928.6% | Added |
| Piscataqua Savings Bank | 70 | $30.7K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $30.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 65 | $28.5K | 0.04% | +65 | New |
| FIL Ltd | 64 | $28.1K | 0.00% | +8+14.3% | Added |
| Key Financial Inc | 61 | $26.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $26.3K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 60 | $26.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $25.4K | 0.01% | −44−43.1% | Reduced |
| Rogco, LP | 57 | $25.0K | 0.01% | −109−65.7% | Reduced |
| Creative Capital Management Investments LLC | 56 | $24.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 56 | $24.6K | 0.01% | +56 | New |
| Toth Financial Advisory Corp | 55 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $24.1K | 0.01% | +30+120.0% | Added |
| Valley National Advisers Inc | 56 | $24.0K | 0.00% | +1+1.8% | Added |
| Atlantic Trust, LLC | 54 | $23.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $23.7K | 0.00% | +54 | New |
| Financial Management Professionals, Inc. | 53 | $23.0K | 0.00% | −13−19.7% | Reduced |
| PFS Partners, LLC | 50 | $21.9K | 0.01% | −45−47.4% | Reduced |
| Eagle Bay Advisors LLC | 49 | $21.3K | 0.01% | +4+8.9% | Added |
| Founders Capital Management | 48 | $21.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $20.6K | 0.00% | −267−85.0% | Reduced |
| Valued Wealth Advisors LLC | 47 | $20.6K | 0.01% | +31+193.8% | Added |
| Solstein Capital, LLC | 46 | $20.2K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 46 | $20.2K | 0.01% | +46 | New |
| REAP Financial Group, LLC | 43 | $18.9K | 0.01% | +2+4.9% | Added |
| Exchange Traded Concepts, LLC | 43 | $18.9K | 0.00% | +36+514.3% | Added |
| Custom Portfolio Group LLC | 42 | $18.4K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 40 | $17.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 37 | $16.3K | 0.01% | +37 | New |
| Raffa Wealth Management, LLC | 36 | $15.8K | 0.00% | −1−2.7% | Reduced |
| Jones Financial Companies LLLP | 35 | $15.3K | 0.00% | −9−20.5% | Reduced |
| RFP Financial Group LLC | 35 | $15.3K | 0.01% | +7+25.0% | Added |
| Prestige Wealth Management Group LLC | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $13.2K | 0.00% | +1+3.4% | Added |
| Northwest Capital Management Inc | 30 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $13.2K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $13.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 30 | $12.9K | 0.01% | +1+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 29 | $12.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $12.3K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 26 | $12.0K | 0.00% | −6−18.8% | Reduced |
| Scarborough Advisors, LLC | 27 | $11.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 26 | $11.4K | 0.00% | −15−36.6% | Reduced |
| JNBA Financial Advisors | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 26 | $11.4K | 0.00% | −14−35.0% | Reduced |
| Winch Advisory Services, LLC | 26 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $11.0K | 0.01% | −4−13.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 23 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 21 | $10.0K | 0.01% | +21 | New |
| Sugarloaf Wealth Management, LLC | 21 | $9.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $8.77K | 0.00% | +2+11.1% | Added |
| Cedar Wealth Management, LLC | 20 | $8.77K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $8.77K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $8.77K | 0.00% | +20 | New |
| Naples Money Management LLC | 19 | $8.33K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $8.00K | 0.00% | +2+11.8% | Added |
| Glen Eagle Advisors, LLC | 18 | $7.89K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 18 | $7.89K | 0.00% | +10+125.0% | Added |
| Sittner & Nelson, LLC | 17 | $7.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $7.02K | 0.00% | 00.0% | Unchanged |
| City State Bank | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $6.94K | 0.00% | +1+6.7% | Added |
| Dunhill Financial, LLC | 16 | $6.94K | 0.01% | +2+14.3% | Added |
| Credential Qtrade Securities Inc. | 15 | $6.58K | 0.00% | 00.0% | Unchanged |