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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 2,167 | $950.3K | 0.04% | −167−7.2% | Reduced |
| Pettee Investors, Inc. | 2,150 | $942.6K | 0.40% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,140 | $938.3K | 0.01% | +20+0.9% | Added |
| US Asset Management LLC | 2,105 | $923.0K | 0.83% | −863−29.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $918.5K | 0.23% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,093 | $917.7K | 0.05% | +52+2.5% | Added |
| Wolverine Trading, LLC | 2,092 | $917.2K | 0.01% | +2,092 | New |
| Tower Research Capital LLC (TRC) | 2,075 | $909.8K | 0.02% | −11,460−84.7% | Reduced |
| Fielder Capital Group LLC | 2,053 | $900.0K | 0.40% | +10+0.5% | Added |
| Hancock Whitney Corp | 2,049 | $898.4K | 0.03% | +49+2.5% | Added |
| Round Rock Advisors, LLC | 2,035 | $892.2K | 0.21% | +15+0.7% | Added |
| Gateway Advisory, LLC | 2,021 | $886.1K | 0.16% | +14+0.7% | Added |
| Walleye Capital LLC | 2,001 | $877.3K | 0.01% | −27,484−93.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,202 | $876.4K | 0.01% | +568+34.8% | Added |
| Pacific Capital Partners Ltd | 1,998 | $876.0K | 0.57% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,997 | $875.6K | 0.11% | +66+3.4% | Added |
| Virtus ETF Advisers LLC | 1,952 | $855.8K | 0.45% | +1,952 | New |
| Adapt Wealth Advisors, LLC | 1,935 | $848.4K | 0.60% | +1,935 | New |
| Evergreen Wealth Solutions, LLC | 1,917 | $840.7K | 0.62% | −155−7.5% | Reduced |
| MorganRosel Wealth Management, LLC | 1,896 | $831.3K | 0.30% | −27−1.4% | Reduced |
| LM Advisors LLC | 1,896 | $831.0K | 0.13% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,884 | $826.1K | 0.03% | −6−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 1,882 | $825.0K | 0.14% | +185+10.9% | Added |
| Evergreen Capital Management LLC | 1,874 | $821.6K | 0.03% | +5+0.3% | Added |
| Stephens Inc | 1,871 | $820.5K | 0.01% | −16−0.8% | Reduced |
| BFSG, LLC | 1,870 | $819.9K | 0.11% | +379+25.4% | Added |
| Park Place Capital Corp | 1,861 | $815.9K | 0.29% | −1,094−37.0% | Reduced |
| Quent Capital, LLC | 1,858 | $814.7K | 0.10% | +91+5.1% | Added |
| Mather Group, LLC. | 2,143 | $814.0K | 0.01% | −10.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $809.4K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,846 | $809.3K | 0.61% | +310+20.2% | Added |
| Syon Capital LLC | 1,831 | $803.0K | 0.08% | +48+2.7% | Added |
| Dodge & Cox | 1,827 | $801.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,814 | $795.3K | 0.09% | +807+80.1% | Added |
| Alberta Investment Management Corp | 1,800 | $789.2K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,799 | $788.8K | 0.20% | +98+5.8% | Added |
| Ritholtz Wealth Management | 1,794 | $786.7K | 0.03% | +52+3.0% | Added |
| Insigneo Advisory Services, LLC | 1,791 | $785.2K | 0.09% | +130+7.8% | Added |
| Belpointe Asset Management LLC | 1,786 | $783.1K | 0.06% | +463+35.0% | Added |
| Gratus Wealth Advisors, LLC | 1,887 | $778.6K | 0.14% | +27+1.5% | Added |
| Integrated Advisors Network LLC | 1,775 | $778.3K | 0.04% | −31−1.7% | Reduced |
| ERn Financial, LLC | 1,771 | $776.6K | 0.13% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,767 | $774.7K | 0.21% | +11+0.6% | Added |
| IFP Advisors, Inc | 1,763 | $773.2K | 0.03% | −48−2.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,761 | $773.0K | 0.08% | −114−6.1% | Reduced |
| Legacy Trust | 1,752 | $768.1K | 0.19% | +50+2.9% | Added |
| Pennsylvania Capital Management Inc | 1,733 | $759.8K | 0.31% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,727 | $757.2K | 0.10% | +77+4.7% | Added |
| OmniStar Financial Group, Inc. | 1,725 | $756.7K | 0.69% | +1,725 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,514 | $755.7K | 0.05% | +987+64.6% | Added |
| Boston Financial Mangement LLC | 1,721 | $754.6K | 0.02% | −24−1.4% | Reduced |
| Assetmark, Inc | 1,706 | $748.0K | 0.00% | +20+1.2% | Added |
| Ci Investments Inc. | 1,699 | $745.0K | 0.00% | +297+21.2% | Added |
| Spinnaker Trust | 1,685 | $738.8K | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,682 | $737.5K | 0.00% | −65−3.7% | Reduced |
| Argent Trust Co | 1,677 | $735.3K | 0.03% | −3−0.2% | Reduced |
| Ballentine Partners, LLC | 1,651 | $723.9K | 0.01% | +42+2.6% | Added |
| Grimes & Company, Inc. | 1,632 | $715.4K | 0.02% | +1+0.1% | Added |
| Everpar Advisors LLC | 1,624 | $712.0K | 0.43% | −1,331−45.0% | Reduced |
| EP Wealth Advisors, LLC | 1,619 | $710.0K | 0.01% | −29−1.8% | Reduced |
| Congress Wealth Management LLC | 1,617 | $709.0K | 0.01% | +65+4.2% | Added |
| Grove Bank & Trust | 1,615 | $708.1K | 0.12% | −23−1.4% | Reduced |
| KLR Investment Advisors, LLC | 1,679 | $707.5K | 0.51% | +67+4.2% | Added |
| Mengis Capital Management, Inc. | 1,610 | $705.9K | 0.11% | +1,610 | New |
| Howard Capital Management Group, LLC | 1,609 | $705.5K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,605 | $703.9K | 0.06% | −36−2.2% | Reduced |
| Ancora Advisors, LLC | 1,603 | $702.9K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,600 | $701.5K | 0.04% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,596 | $699.8K | 0.16% | +156+10.8% | Added |
| Snowden Capital Advisors LLC | 1,594 | $698.9K | 0.02% | +364+29.6% | Added |
| AE Wealth Management LLC | 1,588 | $696.6K | 0.01% | −8,870−84.8% | Reduced |
| Stokes Capital Advisors, LLC | 1,585 | $694.9K | 0.20% | −325−17.0% | Reduced |
| Advisors Asset Management, Inc. | 1,585 | $694.9K | 0.01% | +365+29.9% | Added |
| Kolinsky Wealth Management, LLC | 1,555 | $681.8K | 0.52% | +53+3.5% | Added |
| Vishria Bird Financial Group, LLC | 1,545 | $677.0K | 0.29% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,543 | $676.5K | 0.03% | +182+13.4% | Added |
| First Citizens Bank & Trust Co | 1,543 | $676.5K | 0.01% | +1,543 | New |
| Schechter Investment Advisors, LLC | 1,541 | $675.8K | 0.05% | +3+0.2% | Added |
| Everence Capital Management Inc | 1,540 | $675.0K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,525 | $668.6K | 0.09% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,516 | $664.7K | 0.32% | −17−1.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,520 | $660.9K | 0.08% | +1,520 | New |
| MQS Management LLC | 1,498 | $656.8K | 0.38% | +1,498 | New |
| Coastal Bridge Advisors, LLC | 1,490 | $653.4K | 0.15% | +2+0.1% | Added |
| Accel Wealth Management | 1,482 | $649.8K | 0.28% | −95−6.0% | Reduced |
| Buckingham Strategic Partners | 1,477 | $647.9K | 0.02% | +1,477 | New |
| Horizon Investments, LLC | 1,476 | $644.8K | 0.02% | +75+5.4% | Added |
| Searle & Co. | 1,469 | $644.1K | 0.16% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,467 | $643.2K | 0.12% | 00.0% | Unchanged |
| Renasant Bank | 1,458 | $639.2K | 0.45% | −20−1.4% | Reduced |
| Convergence Investment Partners, LLC | 1,455 | $638.0K | 0.24% | +144+11.0% | Added |
| CSS LLC | 1,450 | $635.7K | 0.05% | +450+45.0% | Added |
| Forum Financial Management, LP | 1,446 | $634.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,445 | $633.4K | 0.01% | +301+26.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,442 | $632.2K | 0.11% | −28−1.9% | Reduced |
| Wedbush Securities Inc | 1,437 | $630.0K | 0.02% | +113+8.5% | Added |
| Sherbrooke Park Advisers LLC | 1,430 | $627.0K | 0.12% | +1,430 | New |
| Crewe Advisors LLC | 1,427 | $625.7K | 0.07% | +1,427 | New |
| Cipher Capital LP | 1,424 | $624.3K | 0.29% | +109+8.3% | Added |
| Brown Brothers Harriman & Co | 1,413 | $619.5K | 0.00% | +8+0.6% | Added |