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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 1,412 | $619.1K | 0.38% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,409 | $617.8K | 0.07% | +50+3.7% | Added |
| Mission Wealth Management, LP | 1,404 | $615.6K | 0.02% | −10−0.7% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $615.6K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,400 | $613.8K | 0.14% | +1,400 | New |
| Charter Oak Capital Management, LLC | 1,387 | $608.1K | 0.07% | +60+4.5% | Added |
| Becker Capital Management Inc | 1,383 | $606.4K | 0.02% | −85−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,378 | $604.2K | 0.03% | −120−8.0% | Reduced |
| Capula Management Ltd | 1,358 | $595.4K | 0.02% | +1,358 | New |
| Checchi Capital Advisers, LLC | 1,342 | $588.4K | 0.05% | −2−0.1% | Reduced |
| Citizens Financial Group Inc | 1,340 | $587.5K | 0.02% | −321−19.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,334 | $584.9K | 0.01% | +305+29.6% | Added |
| Arlington Trust Co LLC | 1,322 | $579.6K | 0.15% | −4−0.3% | Reduced |
| Northcape Wealth Management, LLC | 1,317 | $577.4K | 0.21% | 00.0% | Unchanged |
| Old Port Advisors | 1,300 | $570.0K | 0.17% | +23+1.8% | Added |
| Axq Capital, LP | 1,300 | $570.0K | 0.14% | −500−27.8% | Reduced |
| Gabelli Funds LLC | 1,300 | $570.0K | 0.00% | −200−13.3% | Reduced |
| Coastline Trust Co | 1,300 | $570.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,300 | $570.0K | 0.03% | +1,300 | New |
| PFG Investments, LLC | 1,295 | $567.7K | 0.03% | +1,295 | New |
| Beacon Financial Group | 1,285 | $563.4K | 0.06% | −96−7.0% | Reduced |
| Premier Path Wealth Partners, LLC | 1,283 | $562.5K | 0.11% | −31−2.4% | Reduced |
| Fort Washington Investment Advisors Inc | 1,277 | $559.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,274 | $558.6K | 0.08% | +1,274 | New |
| Estabrook Capital Management | 1,270 | $556.8K | 0.09% | −30−2.3% | Reduced |
| Guinness Asset Management LTD | 1,267 | $555.5K | 0.01% | −193−13.2% | Reduced |
| Perritt Capital Management Inc | 1,261 | $553.2K | 0.30% | +78+6.6% | Added |
| St Germain D J Co Inc | 1,260 | $552.4K | 0.03% | −13−1.0% | Reduced |
| McLean Asset Management Corp | 1,285 | $551.9K | 0.19% | −40−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,256 | $551.0K | 0.06% | +1,256 | New |
| Trust Asset Management LLC | 1,230 | $539.3K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,229 | $538.8K | 0.00% | +1,211+6,727.8% | Added |
| Panagora Asset Management Inc | 1,225 | $537.1K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,221 | $535.3K | 0.01% | +39+3.3% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $534.9K | 0.10% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,215 | $532.7K | 0.14% | −365−23.1% | Reduced |
| Clarius Group, LLC | 1,208 | $529.6K | 0.04% | −103−7.9% | Reduced |
| Keel Point, LLC | 1,204 | $527.9K | 0.05% | +61+5.3% | Added |
| Modera Wealth Management, LLC | 1,203 | $527.4K | 0.01% | −100−7.7% | Reduced |
| EHP Funds Inc. | 1,200 | $526.1K | 0.36% | −100−7.7% | Reduced |
| Weil Company, Inc. | 1,200 | $526.1K | 0.21% | 00.0% | Unchanged |
| Prudential PLC | 1,192 | $522.6K | 0.00% | −4,325−78.4% | Reduced |
| Wealthspire Advisors, LLC | 1,190 | $521.7K | 0.01% | −141−10.6% | Reduced |
| Invesco, LLC | 1,183 | $518.7K | 0.22% | −1,006−46.0% | Reduced |
| Catalyst Financial Partners LLC | 1,257 | $517.6K | 0.13% | −109−8.0% | Reduced |
| Benedetti & Gucer, Inc. | 1,167 | $512.0K | 0.25% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,166 | $511.2K | 0.01% | +80+7.4% | Added |
| FFT Wealth Management LLC | 1,156 | $507.1K | 0.04% | +136+13.3% | Added |
| Loomis Sayles & Co L P | 1,153 | $506.0K | 0.00% | +357+44.8% | Added |
| Global Retirement Partners, LLC | 1,151 | $504.5K | 0.02% | +12+1.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,150 | $504.2K | 0.01% | +443+62.7% | Added |
| Valeo Financial Advisors, LLC | 1,213 | $500.8K | 0.02% | −314−20.6% | Reduced |
| Contravisory Investment Management, Inc. | 1,142 | $500.7K | 0.11% | −4−0.3% | Reduced |
| Bryn Mawr Trust Co | 1,140 | $499.7K | 0.02% | +1,140 | New |
| Dakota Community Bank & Trust NA | 1,132 | $496.3K | 2.68% | −235−17.2% | Reduced |
| Bailard, Inc. | 1,119 | $490.6K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,119 | $490.6K | 0.05% | +68+6.5% | Added |
| Sunflower Bank, N.A. | 1,115 | $488.9K | 0.11% | −65−5.5% | Reduced |
| Burt Wealth Advisors | 1,111 | $487.1K | 0.12% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 1,108 | $485.8K | 0.21% | −200−15.3% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $482.7K | 0.04% | +517+88.5% | Added |
| Cetera Trust Company, N.A | 1,100 | $482.3K | 0.29% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $479.2K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,090 | $477.9K | 0.02% | −292−21.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,084 | $475.3K | 0.02% | −41−3.6% | Reduced |
| Allworth Financial LP | 1,081 | $474.0K | 0.00% | −18−1.6% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $474.0K | 0.41% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,079 | $473.1K | 0.01% | −9−0.8% | Reduced |
| Cigna Investments Inc | 1,076 | $471.0K | 0.09% | −27−2.4% | Reduced |
| Everett Harris & Co | 1,072 | $470.0K | 0.01% | 00.0% | Unchanged |
| Portman Square Capital LLP | 1,071 | $469.6K | 0.11% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,065 | $467.0K | 0.01% | −46−4.1% | Reduced |
| Invst, LLC | 1,071 | $465.7K | 0.06% | −75−6.5% | Reduced |
| Graham Capital Management, L.P. | 1,061 | $465.2K | 0.01% | +1,061 | New |
| Karpas Strategies, LLC | 1,060 | $464.7K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,051 | $460.6K | 0.04% | +419+66.3% | Added |
| Financial Insights, Inc. | 1,047 | $459.0K | 0.13% | −19−1.8% | Reduced |
| Enzi Wealth | 1,110 | $456.4K | 0.21% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,038 | $455.1K | 0.02% | +92+9.7% | Added |
| Ransom Advisory, Ltd | 1,038 | $455.1K | 0.24% | +1,038 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,037 | $454.7K | 0.00% | +1,037 | New |
| GAMMA Investing LLC | 1,034 | $453.3K | 0.09% | +223+27.5% | Added |
| Busey Wealth Management | 1,034 | $453.3K | 0.02% | −15−1.4% | Reduced |
| Berkshire Asset Management LLC | 1,029 | $451.0K | 0.02% | −18−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $449.8K | 0.04% | −5−0.5% | Reduced |
| Emprise Bank | 1,025 | $449.4K | 0.30% | +1,025 | New |
| Sterling Wealth Management, Inc. | 1,020 | $447.2K | 0.22% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,019 | $446.8K | 0.08% | +19+1.9% | Added |
| Cambridge Trust Co | 1,017 | $445.9K | 0.02% | +5+0.5% | Added |
| Great Valley Advisor Group, Inc. | 1,012 | $443.5K | 0.01% | +21+2.1% | Added |
| Focus Financial Network, Inc. | 1,066 | $439.8K | 0.02% | +1,066 | New |
| Van Strum & Towne Inc. | 1,000 | $438.4K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $438.4K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $438.4K | 0.30% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 998 | $437.6K | 0.07% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 980 | $429.7K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 977 | $428.4K | 0.06% | −3−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 976 | $427.9K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 975 | $427.5K | 0.05% | +1+0.1% | Added |
| Rothschild Investment LLC | 968 | $424.4K | 0.03% | +11+1.1% | Added |