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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,381 | $1.48M | 0.09% | −121−3.5% | Reduced |
| Vestcor Inc | 3,378 | $1.48M | 0.05% | −1,280−27.5% | Reduced |
| Qtron Investments LLC | 3,377 | $1.48M | 0.21% | +582+20.8% | Added |
| Brevan Howard Capital Management LP | 3,361 | $1.47M | 0.13% | +2,070+160.3% | Added |
| CTC Alternative Strategies, Ltd. | 3,330 | $1.46M | 0.91% | +3,330 | New |
| Capstone Investment Advisors, LLC | 3,328 | $1.46M | 0.03% | +1,953+142.0% | Added |
| Shell Asset Management Co | 3,407 | $1.46M | 0.07% | +1,384+68.4% | Added |
| Wedmont Private Capital | 3,385 | $1.45M | 0.11% | +189+5.9% | Added |
| Lincoln National Corp | 3,312 | $1.45M | 0.02% | +724+28.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,307 | $1.45M | 0.10% | −298−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 3,302 | $1.45M | 0.02% | −613−15.7% | Reduced |
| Independent Advisor Alliance | 3,248 | $1.42M | 0.05% | +499+18.2% | Added |
| Sequoia Financial Advisors, LLC | 3,246 | $1.42M | 0.02% | −4,102−55.8% | Reduced |
| Fiduciary Trust Co | 3,228 | $1.42M | 0.02% | −163−4.8% | Reduced |
| Jacobi Capital Management LLC | 3,212 | $1.41M | 0.13% | −361−10.1% | Reduced |
| Maven Securities LTD | 3,188 | $1.40M | 0.08% | +3,188 | New |
| National Asset Management, Inc. | 4,238 | $1.40M | 0.04% | +1,062+33.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,179 | $1.39M | 0.04% | −25−0.8% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.39M | 1.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 3,171 | $1.39M | 0.50% | −13−0.4% | Reduced |
| Vinva Investment Management Ltd | 3,171 | $1.39M | 0.08% | +332+11.7% | Added |
| Meeder Advisory Services, Inc. | 3,163 | $1.39M | 0.14% | +194+6.5% | Added |
| Siemens Fonds Invest GmbH | 3,159 | $1.39M | 0.11% | −62−1.9% | Reduced |
| Tectonic Advisors LLC | 3,158 | $1.38M | 0.11% | +160+5.3% | Added |
| Toroso Investments, LLC | 3,153 | $1.38M | 0.02% | +268+9.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,139 | $1.38M | 0.06% | +78+2.5% | Added |
| Kestra Private Wealth Services, LLC | 3,137 | $1.38M | 0.03% | +73+2.4% | Added |
| Chilton Investment Co LLC | 3,133 | $1.37M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 3,128 | $1.37M | 0.01% | −173−5.2% | Reduced |
| Palisade Asset Management, LLC | 3,109 | $1.36M | 0.13% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,108 | $1.36M | 0.03% | −100−3.1% | Reduced |
| RFG Advisory, LLC | 3,105 | $1.36M | 0.05% | −16−0.5% | Reduced |
| Engineers Gate Manager LP | 3,096 | $1.36M | 0.04% | +3,096 | New |
| Courier Capital LLC | 3,090 | $1.35M | 0.10% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,062 | $1.34M | 0.00% | +88+3.0% | Added |
| Trust Co of Vermont | 3,061 | $1.34M | 0.07% | +2,500+445.6% | Added |
| Bridges Investment Management Inc | 3,055 | $1.34M | 0.04% | −50−1.6% | Reduced |
| AXS Investments LLC | 3,030 | $1.33M | 0.32% | +3,030 | New |
| Pitcairn Co | 3,022 | $1.32M | 0.09% | +65+2.2% | Added |
| Versor Investments LP | 3,000 | $1.32M | 0.27% | +100+3.4% | Added |
| Retireful, LLC | 2,990 | $1.31M | 0.55% | +2,990 | New |
| Genus Capital Management Inc. | 2,939 | $1.29M | 0.17% | +2,939 | New |
| Sabal Trust CO | 2,921 | $1.28M | 0.07% | −8−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,907 | $1.27M | 0.00% | +1,951+204.1% | Added |
| Campbell & CO Investment Adviser LLC | 2,903 | $1.27M | 0.11% | +735+33.9% | Added |
| Catalyst Funds Management Pty Ltd | 2,900 | $1.27M | 0.35% | +2,900 | New |
| Sandy Cove Advisors, LLC | 2,890 | $1.27M | 0.58% | −57−1.9% | Reduced |
| Anfield Capital Management, LLC | 2,886 | $1.27M | 0.61% | +2,886 | New |
| M. Kulyk & Associates, LLC | 2,874 | $1.26M | 0.29% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,867 | $1.26M | 0.24% | +2,867 | New |
| Marks Group Wealth Management, Inc | 2,858 | $1.25M | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,808 | $1.23M | 0.03% | +4+0.1% | Added |
| Synovus Financial Corp | 2,806 | $1.23M | 0.02% | +653+30.3% | Added |
| Point72 Hong Kong Ltd | 2,800 | $1.23M | 0.06% | +2,800 | New |
| Huntington National Bank | 2,798 | $1.23M | 0.01% | −203−6.8% | Reduced |
| Trexquant Investment LP | 2,776 | $1.22M | 0.02% | +2,776 | New |
| HB Wealth Management, LLC | 2,771 | $1.21M | 0.02% | −116−4.0% | Reduced |
| Bleakley Financial Group, LLC | 2,758 | $1.21M | 0.04% | +77+2.9% | Added |
| Simplicity Wealth,LLC | 2,737 | $1.20M | 0.03% | +2,737 | New |
| Heartland Bank & Trust Co | 2,731 | $1.20M | 0.70% | −44−1.6% | Reduced |
| Paloma Partners Management Co | 2,725 | $1.19M | 0.17% | +2,725 | New |
| Integrated Wealth Concepts LLC | 2,711 | $1.19M | 0.02% | +240+9.7% | Added |
| Rakuten Investment Management, Inc. | 2,703 | $1.19M | 0.01% | +2,451+972.6% | Added |
| Jacobs Levy Equity Management, Inc | 2,694 | $1.18M | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,679 | $1.17M | 0.09% | +955+55.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,668 | $1.17M | 0.06% | +111+4.3% | Added |
| HM Payson & Co | 2,663 | $1.17M | 0.02% | −88−3.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,662 | $1.17M | 0.18% | +9+0.3% | Added |
| HighPoint Advisor Group LLC | 2,656 | $1.15M | 0.08% | −54−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $1.14M | 0.29% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,600 | $1.14M | 0.61% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,598 | $1.14M | 0.28% | +314+13.7% | Added |
| Chase Investment Counsel Corp | 2,600 | $1.14M | 0.42% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,577 | $1.13M | 0.12% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,575 | $1.13M | 0.18% | −270−9.5% | Reduced |
| Two Sigma Securities, LLC | 2,556 | $1.12M | 0.05% | +1,716+204.3% | Added |
| Balentine LLC | 2,538 | $1.11M | 0.03% | −17−0.7% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $1.11M | 1.27% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,515 | $1.10M | 0.09% | +75+3.1% | Added |
| Lake Street Advisors Group, LLC | 2,506 | $1.10M | 0.05% | +14+0.6% | Added |
| Vectors Research Management, LLC | 2,480 | $1.09M | 0.31% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,477 | $1.09M | 0.10% | +96+4.0% | Added |
| Fayez Sarofim & Co | 2,470 | $1.08M | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,468 | $1.08M | 0.02% | −3,698−60.0% | Reduced |
| Legacy Capital Group California, Inc. | 2,444 | $1.07M | 0.40% | +2,444 | New |
| Umb Bank N A | 2,439 | $1.07M | 0.02% | −617−20.2% | Reduced |
| Cavalier Investments, LLC | 2,417 | $1.06M | 0.39% | +112+4.9% | Added |
| Clearstead Advisors, LLC | 2,402 | $1.04M | 0.05% | −15−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 2,366 | $1.04M | 0.02% | +26+1.1% | Added |
| NEOS Investment Management LLC | 2,348 | $1.03M | 0.06% | +914+63.7% | Added |
| Seven Eight Capital, LP | 2,333 | $1.02M | 0.11% | −53−2.2% | Reduced |
| CAPROCK Group, Inc. | 2,311 | $1.01M | 0.06% | +7+0.3% | Added |
| Copperwynd Financial, LLC | 2,309 | $1.01M | 0.36% | −75−3.1% | Reduced |
| Signaturefd, LLC | 2,296 | $1.01M | 0.02% | +26+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,277 | $998.3K | 0.14% | +254+12.6% | Added |
| Stratos Wealth Partners, LTD. | 2,271 | $996.1K | 0.02% | +95+4.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,269 | $994.8K | 0.04% | +760+50.4% | Added |
| Old North State Trust, LLC | 2,266 | $994.0K | 0.84% | +2,266 | New |
| Fifth Third Wealth Advisors LLC | 2,234 | $979.7K | 0.15% | +359+19.1% | Added |
| Lindbrook Capital, LLC | 2,190 | $960.2K | 0.09% | +14+0.6% | Added |