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 Global Investments | 966 | $424.0K | 0.03% | +320+49.5% | Added |
| Ibex Wealth Advisors | 1,356 | $422.0K | 0.11% | +1,355+135,500.0% | Added |
| Harbour Investments, Inc. | 960 | $421.0K | 0.01% | +11+1.2% | Added |
| Hills Bank & Trust Co | 959 | $420.5K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 946 | $414.8K | 0.02% | +135+16.6% | Added |
| Whittier Trust Co | 942 | $413.0K | 0.01% | +23+2.5% | Added |
| First Bank & Trust | 934 | $409.5K | 0.08% | +31+3.4% | Added |
| Prime Capital Investment Advisors, LLC | 933 | $409.1K | 0.01% | −2−0.2% | Reduced |
| BLB&B Advisors, LLC | 923 | $404.7K | 0.02% | −55−5.6% | Reduced |
| Sunbelt Securities, Inc. | 922 | $404.0K | 0.05% | +24+2.7% | Added |
| Arkadios Wealth Advisors | 916 | $401.7K | 0.03% | +237+34.9% | Added |
| Washington Trust Bank | 916 | $401.6K | 0.04% | −15−1.6% | Reduced |
| Tradition Wealth Management, LLC | 910 | $399.1K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 910 | $399.0K | 0.22% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 910 | $399.0K | 0.08% | +260+40.0% | Added |
| Cambridge Financial Group, LLC | 906 | $397.2K | 0.19% | −16−1.7% | Reduced |
| Cito Capital Group, LLC | 901 | $395.0K | 0.16% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 891 | $390.6K | 0.01% | +19+2.2% | Added |
| Ignite Planners, LLC | 898 | $390.5K | 0.11% | +19+2.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 889 | $389.8K | 0.22% | −3,068−77.5% | Reduced |
| Renaissance Group LLC | 889 | $389.8K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 882 | $386.5K | 0.11% | +57+6.9% | Added |
| Catalyst Capital Advisors LLC | 880 | $385.8K | 0.01% | −270−23.5% | Reduced |
| Hengehold Capital Management LLC | 876 | $384.1K | 0.04% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 934 | $383.9K | 0.15% | −95−9.2% | Reduced |
| Park National Corp | 874 | $383.2K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 907 | $380.1K | 0.01% | +907 | New |
| KFA Private Wealth Group, LLC | 864 | $379.0K | 0.12% | −12−1.4% | Reduced |
| Midland Wealth Advisors LLC | 863 | $378.4K | 0.02% | −64−6.9% | Reduced |
| Skopos Labs, Inc. | 868 | $377.4K | 0.16% | −68−7.3% | Reduced |
| Voya Financial Advisors, Inc. | 856 | $373.2K | 0.04% | +856 | New |
| Moneta Group Investment Advisors LLC | 851 | $373.2K | 0.01% | −71−7.7% | Reduced |
| Rockland Trust Co | 851 | $373.1K | 0.02% | −14−1.6% | Reduced |
| Canal Capital Management, LLC | 847 | $371.5K | 0.06% | +2+0.2% | Added |
| Gsa Capital Partners LLP | 841 | $369.0K | 0.03% | +841 | New |
| Sendero Wealth Management, LLC | 840 | $368.3K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 840 | $368.3K | 0.08% | +840 | New |
| Geller Advisors LLC | 837 | $367.0K | 0.03% | −783−48.3% | Reduced |
| Moloney Securities Asset Management, LLC | 830 | $363.7K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 888 | $363.3K | 0.16% | +888 | New |
| Csenge Advisory Group | 828 | $363.1K | 0.02% | +17+2.1% | Added |
| Daymark Wealth Partners, LLC | 823 | $360.8K | 0.02% | −5−0.6% | Reduced |
| IHT Wealth Management, LLC | 821 | $360.1K | 0.01% | −2−0.2% | Reduced |
| Great Waters Wealth Management | 819 | $358.9K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 816 | $357.8K | 0.03% | +63+8.4% | Added |
| Cairn Investment Group, Inc. | 814 | $357.0K | 0.20% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $356.0K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 812 | $356.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 803 | $354.0K | 0.02% | +6+0.8% | Added |
| HBK Sorce Advisory LLC | 804 | $352.5K | 0.01% | −5−0.6% | Reduced |
| Waldron Private Wealth LLC | 804 | $352.5K | 0.02% | +5+0.6% | Added |
| Warren Averett Asset Management, LLC | 803 | $352.1K | 0.01% | +13+1.6% | Added |
| Capital Analysts, LLC | 803 | $352.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 800 | $350.8K | 0.00% | −1,240−60.8% | Reduced |
| Schulhoff & Co Inc | 800 | $350.8K | 0.15% | 00.0% | Unchanged |
| American Trust | 798 | $349.9K | 0.03% | +798 | New |
| Steward Partners Investment Solutions, LLC | 795 | $348.6K | 0.06% | −160−16.8% | Reduced |
| Aptus Capital Advisors, LLC | 794 | $348.1K | 0.01% | +57+7.7% | Added |
| Wilkins Investment Counsel Inc | 790 | $346.4K | 0.05% | +790 | New |
| Pin Oak Investment Advisors Inc | 788 | $345.0K | 0.33% | +676+603.6% | Added |
| First Nebraska Trust Co | 784 | $343.7K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 783 | $343.3K | 0.01% | −17−2.1% | Reduced |
| Parkside Financial Bank & Trust | 780 | $342.0K | 0.06% | +269+52.6% | Added |
| PDS Planning, Inc | 775 | $339.8K | 0.04% | +28+3.7% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $338.5K | 0.16% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 762 | $334.1K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 761 | $333.7K | 0.04% | −51−6.3% | Reduced |
| Peapack Gladstone Financial Corp | 758 | $333.0K | 0.01% | +56+8.0% | Added |
| Peoples Financial Services Corp. | 755 | $331.0K | 0.14% | −100−11.7% | Reduced |
| First County Bank | 755 | $331.0K | 0.16% | −99−11.6% | Reduced |
| Hyman Charles D | 755 | $331.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 752 | $329.7K | 0.25% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 750 | $328.8K | 0.21% | 00.0% | Unchanged |
| Inceptionr LLC | 746 | $327.1K | 0.08% | −753−50.2% | Reduced |
| ROI Financial Advisors, LLC | 745 | $327.0K | 0.26% | +60+8.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 744 | $326.2K | 0.04% | −52−6.5% | Reduced |
| Chesapeake Wealth Management | 740 | $324.4K | 0.12% | −50−6.3% | Reduced |
| AlTi Global, Inc. | 738 | $323.4K | 0.01% | +157+27.0% | Added |
| NBC Securities, Inc. | 738 | $323.0K | 0.03% | −8−1.1% | Reduced |
| Spire Wealth Management | 735 | $322.3K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 726 | $318.3K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 723 | $317.0K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 720 | $315.7K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 719 | $315.2K | 0.03% | −43−5.6% | Reduced |
| Miracle Mile Advisors, LLC | 718 | $314.8K | 0.01% | +23+3.3% | Added |
| Kathmere Capital Management, LLC | 712 | $312.2K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 706 | $309.5K | 0.07% | +706 | New |
| Prio Wealth Limited Partnership | 703 | $308.2K | 0.01% | +133+23.3% | Added |
| Los Angeles Capital Management LLC | 702 | $307.8K | 0.00% | +67+10.6% | Added |
| GeoWealth Management, LLC | 698 | $306.0K | 0.01% | +227+48.2% | Added |
| Aaron Wealth Advisors | 693 | $303.8K | 0.04% | +56+8.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 693 | $303.8K | 0.12% | +82+13.4% | Added |
| Hamilton Capital, LLC | 691 | $303.0K | 0.02% | −64−8.5% | Reduced |
| SpiderRock Advisors, LLC | 714 | $303.0K | 0.01% | +714 | New |
| Whalerock Point Partners, LLC | 687 | $301.2K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 686 | $301.0K | 0.01% | +686 | New |
| Smith, Moore & Co. | 684 | $299.9K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 682 | $299.0K | 0.02% | −12−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 680 | $298.1K | 0.01% | −21−3.0% | Reduced |
| Brighton Jones LLC | 677 | $296.9K | 0.01% | +41+6.4% | Added |