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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.

Institutional holdersQ1 2024: 1,243 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2024: $36.8B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2023.

Institutions holding AMP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Louisiana State Employees Retirement System5,800$2.54M0.05%−300−4.9%Reduced
TownSquare Capital, LLC5,701$2.50M0.04%+579+11.3%Added
First Hawaiian Bank5,682$2.49M0.08%+944+19.9%Added
Quadrature Capital Ltd5,652$2.48M0.04%+5,652New
Colony Group, LLC5,642$2.47M0.02%+3,737+196.2%Added
La Banque Postale Asset Management SA5,623$2.47M0.10%+1,933+52.4%Added
Plato Investment Management Ltd5,588$2.45M0.25%+5,559+19,169.0%Added
Procyon Private Wealth Partners, LLC5,573$2.44M0.19%+175+3.2%Added
Kovitz Investment Group Partners, LLC5,553$2.43M0.03%+5,553New
MAI Capital Management5,535$2.43M0.03%+1,214+28.1%Added
Atlantic Edge Private Wealth Management, LLC5,496$2.41M0.83%+199+3.8%Added
Symmetry Partners, LLC5,495$2.41M0.19%00.0%Unchanged
17 Capital Partners, LLC5,470$2.40M1.78%00.0%Unchanged
Centiva Capital, LP5,406$2.37M0.13%+4,432+455.0%Added
iA Global Asset Management Inc.5,401$2.37M0.05%+1,717+46.6%Added
Atria Wealth Solutions, Inc.5,394$2.36M0.03%+553+11.4%Added
Leisure Capital Management5,355$2.35M1.18%00.0%Unchanged
Weaver C. Barksdale & Associates, Inc.5,309$2.33M2.14%−1,147−17.8%Reduced
Verition Fund Management LLC5,305$2.33M0.02%+1,424+36.7%Added
Nations Financial Group Inc,5,287$2.32M0.20%+591+12.6%Added
BKD Wealth Advisors, LLC5,217$2.29M0.06%−93−1.8%Reduced
Alpine Global Management, LLC5,162$2.26M0.44%+5,162New
Cove Private Wealth, LLC5,123$2.25M1.92%−523−9.3%Reduced
New Mexico Educational Retirement Board5,081$2.23M0.08%−300−5.6%Reduced
CIBC World Markets Inc.5,059$2.22M0.01%−1,796−26.2%Reduced
Cullen/Frost Bankers, Inc.5,036$2.21M0.03%+154+3.2%Added
Oppenheimer & Co Inc4,999$2.19M0.04%−23−0.5%Reduced
Bradley Foster & Sargent Inc4,980$2.18M0.04%00.0%Unchanged
Affinity Investment Advisors, LLC4,897$2.15M1.57%+231+5.0%Added
Quantinno Capital Management LP4,884$2.14M0.05%+1,091+28.8%Added
Eley Financial Management, Inc4,847$2.13M0.92%−80−1.6%Reduced
Quest Partners LLC4,841$2.12M0.37%+118+2.5%Added
Greenleaf Trust4,802$2.11M0.02%−56−1.2%Reduced
Apollon Wealth Management, LLC4,725$2.07M0.07%−231−4.7%Reduced
Meiji Yasuda Life Insurance Co4,718$2.07M0.04%−352−6.9%Reduced
Peddock Capital Advisors, LLC4,703$2.06M0.54%+111+2.4%Added
Hilltop National Bank4,648$2.04M0.69%+4,648New
Impax Asset Management Group plc4,629$2.03M0.01%00.0%Unchanged
TruWealth Advisors, LLC4,625$2.03M0.14%−100−2.1%Reduced
1832 Asset Management L.P.4,591$2.01M0.00%−922−16.7%Reduced
Coastal Investment Advisors, Inc.4,543$1.99M0.41%−30−0.7%Reduced
Connecticut Wealth Management, LLC4,479$1.96M0.10%+23+0.5%Added
Mount Yale Investment Advisors, LLC4,460$1.96M0.15%+166+3.9%Added
Unigestion Holding SA4,436$1.94M0.10%+1,971+80.0%Added
Martingale Asset Management L P4,431$1.94M0.04%+3,065+224.4%Added
Adviser Investments LLC4,408$1.93M0.03%+38+0.9%Added
Auxier Asset Management4,401$1.93M0.29%00.0%Unchanged
D.A. Davidson & Co.4,383$1.92M0.02%+113+2.6%Added
United Capital Financial Advisers, LLC4,338$1.90M0.02%−313−6.7%Reduced
Principal Securities, Inc.4,325$1.90M0.06%+283+7.0%Added
MainStreet Investment Advisors LLC4,302$1.89M0.23%−229−5.1%Reduced
TD Waterhouse Canada Inc.3,959$1.88M0.01%−327−7.6%Reduced
E. Ohman J:or Asset Management AB4,200$1.84M0.05%+400+10.5%Added
Ramirez Asset Management, Inc.4,197$1.84M0.37%00.0%Unchanged
Parallel Advisors, LLC4,133$1.81M0.05%+236+6.1%Added
Graypoint LLC4,053$1.78M0.13%+83+2.1%Added
Metropolitan Life Insurance Co4,042$1.77M0.08%−78−1.9%Reduced
Point72 Asia (Singapore) Pte. Ltd.4,005$1.76M0.46%+4,005New
Prescott Group Capital Management, L.L.C.4,000$1.75M0.28%00.0%Unchanged
Oppenheimer Asset Management Inc.3,924$1.72M0.03%−29−0.7%Reduced
CenterBook Partners LP3,917$1.72M0.12%+2,691+219.5%Added
V-Square Quantitative Management LLC3,914$1.72M0.29%00.0%Unchanged
Manchester Capital Management LLC3,911$1.71M0.21%+4+0.1%Added
Quantbot Technologies LP3,907$1.71M0.10%+3,907New
Empirical Finance, LLC3,896$1.71M0.10%+113+3.0%Added
Covenant Partners, LLC3,882$1.70M0.50%00.0%Unchanged
Quadrant Capital Group LLC3,869$1.70M0.13%−88−2.2%Reduced
Keeley-Teton Advisors, LLC3,867$1.70M0.21%−106−2.7%Reduced
Dean Capital Management3,849$1.69M0.98%00.0%Unchanged
Wetherby Asset Management Inc3,818$1.67M0.08%+10+0.3%Added
Jump Financial, LLC3,784$1.66M0.05%−2,381−38.6%Reduced
Coldstream Capital Management Inc3,734$1.64M0.04%+133+3.7%Added
Montecito Bank & Trust3,720$1.63M0.33%+201+5.7%Added
Prentice Wealth Management LLC3,710$1.63M0.56%+19+0.5%Added
Grey Street Capital, LLC3,706$1.63M0.22%+3,706New
Central Trust Co3,681$1.61M0.04%+6+0.2%Added
First Horizon Advisors, Inc.3,667$1.61M0.05%−165−4.3%Reduced
Bank Ozk3,633$1.59M0.71%+217+6.4%Added
Empowered Funds, LLC3,621$1.59M0.03%+436+13.7%Added
NewEdge Wealth, LLC3,790$1.58M0.04%+711+23.1%Added
Norinchukin Bank, The3,570$1.57M0.05%−82−2.2%Reduced
Redwood Investment Management, LLC3,541$1.55M0.15%−180−4.8%Reduced
Prudent Man Advisors, LLC3,541$1.55M0.58%−203−5.4%Reduced
UniSuper Management Pty Ltd3,540$1.55M0.01%+2,555+259.4%Added
WBI Investments3,519$1.54M0.32%+355+11.2%Added
Veriti Management LLC3,509$1.54M0.11%+440+14.3%Added
Chemistry Wealth Management LLC3,506$1.54M0.41%−82−2.3%Reduced
Stewart & Patten Co LLC3,503$1.54M0.23%00.0%Unchanged
Pensionfund Sabic3,500$1.53M0.46%−700−16.7%Reduced
Sanibel Captiva Trust Company, Inc.3,479$1.53M0.05%−380−9.8%Reduced
Financial Advocates Investment Management3,474$1.52M0.09%+160+4.8%Added
Chicago Trust Co NA3,469$1.52M0.31%+144+4.3%Added
Ontario Teachers Pension Plan Board3,456$1.52M0.01%+3,456New
APG Asset Management N.V.3,732$1.52M0.00%00.0%Unchanged
Lecap Asset Management Ltd3,433$1.51M0.31%+3,433New
Metis Global Partners, LLC3,430$1.50M0.05%−117−3.3%Reduced
RSM US Wealth Management LLC3,428$1.50M0.04%−8−0.2%Reduced
Harfst & Associates, Inc.3,402$1.49M0.35%+3,402New
Riverview Trust Co3,384$1.48M1.14%00.0%Unchanged
Letson Investment Management, Inc.3,381$1.48M0.63%00.0%Unchanged