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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 12,216 | $5.36M | 1.00% | −500−3.9% | Reduced |
| Bokf, NA | 12,231 | $5.32M | 0.10% | −4,749−28.0% | Reduced |
| D. E. Shaw & Co., Inc. | 12,091 | $5.30M | 0.01% | −15,621−56.4% | Reduced |
| British Columbia Investment Management Corp | 12,083 | $5.30M | 0.04% | +265+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 11,767 | $5.16M | 0.04% | +10,976+1,387.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,711 | $5.13M | 0.43% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,640 | $5.10M | 0.01% | −49,339−80.9% | Reduced |
| Kestra Advisory Services, LLC | 11,268 | $4.94M | 0.03% | +1,036+10.1% | Added |
| American Assets Investment Management, LLC | 11,250 | $4.93M | 0.47% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 11,188 | $4.91M | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,707 | $4.69M | 0.01% | +593+5.9% | Added |
| Buckingham Strategic Wealth, LLC | 10,645 | $4.67M | 0.05% | +171+1.6% | Added |
| Jefferies Financial Group Inc. | 10,615 | $4.65M | 0.09% | +10,615 | New |
| Red Cedar Investment Management, LLC | 10,522 | $4.61M | 0.58% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,521 | $4.61M | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,470 | $4.59M | 1.51% | +863+9.0% | Added |
| Wealthfront Advisers LLC | 10,315 | $4.52M | 0.02% | −286−2.7% | Reduced |
| Baird Financial Group, Inc. | 10,217 | $4.48M | 0.01% | −62−0.6% | Reduced |
| Journey Advisory Group, LLC | 10,209 | $4.48M | 0.55% | +815+8.7% | Added |
| Vident Advisory, LLC | 10,201 | $4.47M | 0.09% | −40,409−79.8% | Reduced |
| Kempen Capital Management N.V. | 10,079 | $4.42M | 0.05% | +3,486+52.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,045 | $4.40M | 0.33% | +8,936+805.8% | Added |
| Marvin & Palmer Associates Inc | 10,036 | $4.40M | 4.36% | −145−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 9,931 | $4.35M | 0.90% | +172+1.8% | Added |
| Daiwa Securities Group Inc. | 9,851 | $4.32M | 0.02% | +587+6.3% | Added |
| BancorpSouth Bank | 9,763 | $4.28M | 0.31% | −319−3.2% | Reduced |
| Bessemer Group Inc | 9,748 | $4.27M | 0.01% | +199+2.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,637 | $4.23M | 0.05% | +36+0.4% | Added |
| Eagle Asset Management Inc | 9,701 | $4.22M | 0.02% | +191+2.0% | Added |
| Raymond James Trust N.A. | 9,535 | $4.18M | 0.10% | −443−4.4% | Reduced |
| Achmea Investment Management B.V. | 9,462 | $4.15M | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,252 | $4.06M | 0.17% | −246−2.6% | Reduced |
| TD Private Client Wealth LLC | 9,162 | $4.02M | 0.13% | −191−2.0% | Reduced |
| Aquatic Capital Management LLC | 9,160 | $4.02M | 0.13% | −1,440−13.6% | Reduced |
| GYL Financial Synergies, LLC | 9,088 | $3.98M | 0.31% | +256+2.9% | Added |
| Burney Co | 9,037 | $3.96M | 0.15% | +756+9.1% | Added |
| Edmp, Inc. | 8,945 | $3.92M | 3.27% | −9−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,929 | $3.91M | 0.33% | +726+8.9% | Added |
| Cubist Systematic Strategies, LLC | 8,909 | $3.91M | 0.04% | +8,909 | New |
| Lighthouse Investment Partners, LLC | 8,821 | $3.87M | 0.23% | +8,821 | New |
| Boston Private Wealth LLC | 8,662 | $3.80M | 0.08% | +201+2.4% | Added |
| Gulf International Bank (UK) Ltd | 8,600 | $3.77M | 0.10% | +54+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,595 | $3.77M | 0.00% | +63+0.7% | Added |
| Oregon Public Employees Retirement Fund | 8,524 | $3.74M | 0.07% | −3,034−26.3% | Reduced |
| GWM Advisors LLC | 8,377 | $3.67M | 0.03% | −115−1.4% | Reduced |
| Pacer Advisors, Inc. | 8,373 | $3.67M | 0.01% | +191+2.3% | Added |
| Eisler Capital (UK) Ltd. | 8,077 | $3.54M | 0.44% | +6,597+445.7% | Added |
| K.J. Harrison & Partners Inc | 8,000 | $3.51M | 0.54% | +8,000 | New |
| Tower Bridge Advisors | 7,899 | $3.46M | 0.35% | −240−2.9% | Reduced |
| Great Diamond Partners, LLC | 7,872 | $3.45M | 0.79% | +46+0.6% | Added |
| Perigon Wealth Management, LLC | 7,830 | $3.43M | 0.10% | −29−0.4% | Reduced |
| Advisory Services Network, LLC | 7,811 | $3.42M | 0.08% | −224−2.8% | Reduced |
| Kentucky Retirement Systems | 7,609 | $3.34M | 0.10% | −488−6.0% | Reduced |
| Fiera Capital Corp | 7,429 | $3.26M | 0.01% | +7,429 | New |
| Cambridge Investment Research Advisors, Inc. | 7,414 | $3.25M | 0.01% | +77+1.0% | Added |
| 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 |
| Maryland State Retirement & Pension System | 7,863 | $3.23M | 0.06% | −165−2.1% | Reduced |
| Intech Investment Management LLC | 7,349 | $3.22M | 0.05% | −67,151−90.1% | Reduced |
| New Potomac Partners, LLC | 7,338 | $3.22M | 1.79% | −312−4.1% | Reduced |
| Carret Asset Management, LLC | 7,283 | $3.19M | 0.38% | −77−1.0% | Reduced |
| Signet Financial Management, LLC | 7,246 | $3.18M | 0.44% | +7,246 | New |
| Bartlett & Co. Wealth Management LLC | 7,243 | $3.18M | 0.05% | −418−5.5% | Reduced |
| Diversified Trust Co | 7,242 | $3.18M | 0.10% | −1,686−18.9% | Reduced |
| LMCG Investments, LLC | 7,184 | $3.15M | 0.19% | −868−10.8% | Reduced |
| Ieq Capital, LLC | 7,163 | $3.14M | 0.05% | +1,219+20.5% | Added |
| Point72 (DIFC) Ltd | 7,042 | $3.09M | 0.24% | +7,042 | New |
| FineMark National Bank & Trust | 7,028 | $3.08M | 0.11% | −8−0.1% | Reduced |
| Groupama Asset Managment | 3,287 | $3.07M | 0.06% | −4,742−59.1% | Reduced |
| Entropy Technologies, LP | 6,979 | $3.06M | 0.33% | +6,979 | New |
| Wellington Management Group LLP | 6,963 | $3.05M | 0.00% | +805+13.1% | Added |
| Johnson Investment Counsel Inc | 6,909 | $3.03M | 0.03% | −23−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,902 | $3.03M | 0.04% | +11+0.2% | Added |
| Mairs & Power Inc | 6,865 | $3.01M | 0.03% | +4,970+262.3% | Added |
| Atlantic Union Bankshares Corp | 6,862 | $3.01M | 0.25% | +460+7.2% | Added |
| Malaga Cove Capital, LLC | 6,812 | $2.99M | 1.22% | −85−1.2% | Reduced |
| New Hampshire Trust | 6,684 | $2.93M | 0.69% | −208−3.0% | Reduced |
| Radnor Capital Management, LLC | 6,642 | $2.91M | 0.50% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,627 | $2.91M | 0.15% | −30.0% | Reduced |
| Savant Capital, LLC | 6,617 | $2.90M | 0.03% | +24+0.4% | Added |
| CNB Bank | 6,583 | $2.89M | 1.41% | −314−4.6% | Reduced |
| Great Lakes Advisors, LLC | 6,576 | $2.88M | 0.02% | −548−7.7% | Reduced |
| Lido Advisors, LLC | 6,546 | $2.87M | 0.03% | −678−9.4% | Reduced |
| Bridgeway Capital Management, LLC | 6,540 | $2.87M | 0.06% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 6,501 | $2.85M | 0.39% | +92+1.4% | 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 |
| Great Lakes Retirement, Inc. | 6,392 | $2.80M | 0.41% | +122+1.9% | Added |
| Fifth Third Bancorp | 6,386 | $2.80M | 0.01% | −141−2.2% | Reduced |
| Flputnam Investment Management Co | 6,347 | $2.78M | 0.06% | +119+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,330 | $2.78M | 0.09% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 6,282 | $2.75M | 1.58% | −1,345−17.6% | Reduced |
| Cinctive Capital Management LP | 6,210 | $2.72M | 0.14% | +6,210 | New |
| Family Management Corp | 6,190 | $2.71M | 0.50% | +14+0.2% | Added |
| Virtu Financial LLC | 6,050 | $2.65M | 0.20% | +6,050 | New |
| IMA Wealth, Inc. | 6,017 | $2.64M | 1.25% | −1,643−21.4% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $2.63M | 0.39% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,960 | $2.61M | 0.02% | −160−2.6% | Reduced |
| Securian Asset Management, Inc | 5,870 | $2.57M | 0.08% | −587−9.1% | Reduced |
| Castellan Group, LLC | 5,806 | $2.55M | 1.30% | −217−3.6% | Reduced |