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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, Q2 2024

Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
1,250
+24 vs. Q1 2024
Shares held
83.7M
+72.8K (+0.1%) vs. Q1 2024
Total value
$35.8B
−$875.5M (−2.4%) vs. Q1 2024
New holders
103
479 more added
Sold out
79
415 more reduced

17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,250 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 heldQ2 2024: $35.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2024.

Institutions holding AMP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
Y.D. More Investments Ltd53$600.00%+53New
NewSquare Capital LLC1$2550.00%00.0%Unchanged
Redwood Wealth Management Group, LLC1$4270.00%+1New
Core Alternative Capital2$8540.00%00.0%Unchanged
WestEnd Advisors, LLC2$8540.00%+2New
Riggs Asset Managment Co. Inc.2$8550.00%00.0%Unchanged
Wolff Wiese Magana LLC2$8550.00%00.0%Unchanged
PEAK6 Investments LLC3$1.11K0.00%+3New
Rosenberg Matthew Hamilton3$1.28K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.28K0.00%00.0%Unchanged
NVWM, LLC3$1.28K0.00%+1+50.0%Added
Hoey Investments, Inc3$1.28K0.00%+3New
TD Capital Management LLC3$1.29K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.4$1.71K0.00%00.0%Unchanged
Aspect Partners, LLC5$2.14K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.5$2.14K0.00%+5New
Unique Wealth Strategies, LLC5$2.19K0.00%+5New
Tucker Asset Management LLC6$2.56K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$2.99K0.00%+1+16.7%Added
Hazlett, Burt & Watson, Inc.8$3.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$3.00K0.00%+7New
IAG Wealth Partners, LLC8$3.42K0.00%+8New
Anchor Investment Management, LLC8$3.42K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.8$3.42K0.00%00.0%Unchanged
ClariVest Asset Management LLC8$3.42K0.00%−7−46.7%Reduced
Wetzel Investment Advisors, Inc.9$3.95K0.00%−69−88.5%Reduced
Caitlin John, LLC9$4.04K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.10$4.27K0.00%00.0%Unchanged
Sandy Spring Bank10$4.27K0.00%+10New
Godsey & Gibb Associates11$4.70K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$4.70K0.00%00.0%Unchanged
DT Investment Partners, LLC11$4.70K0.00%+11New
TFC Financial Management11$4.71K0.00%00.0%Unchanged
Tyler-Stone Wealth Management12$5.13K0.00%−18−60.0%Reduced
Atlas Capital Advisors LLC12$5.13K0.00%00.0%Unchanged
Fairman Group, LLC12$5.13K0.01%00.0%Unchanged
Addison Advisors LLC12$5.13K0.00%+3+33.3%Added
Center for Financial Planning, Inc.13$5.55K0.00%00.0%Unchanged
South State Corp.14$5.98K0.00%+14New
Avion Wealth15$6.00K0.00%+4+36.4%Added
Silicon Valley Capital Partners15$6.24K0.00%00.0%Unchanged
Dunhill Financial, LLC16$6.84K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$7.26K0.00%00.0%Unchanged
City State Bank17$7.26K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$7.55K0.00%+2+12.5%Added
Glen Eagle Advisors, LLC18$7.69K0.00%00.0%Unchanged
Financial Connections Group, Inc.21$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC18$8.00K0.00%−1−5.3%Reduced
Naples Money Management LLC19$8.10K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.31$8.20K0.00%+31New
Cedar Wealth Management, LLC20$8.54K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC20$8.54K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC20$8.54K0.00%+20New
SJS Investment Consulting Inc.20$8.54K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$8.97K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC22$9.40K0.00%−7−24.1%Reduced
Country Trust Bank22$9.40K0.00%+22New
Kathleen S. Wright Associates Inc.23$9.82K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC25$10.7K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.25$10.8K0.00%+17+212.5%Added
PrairieView Partners, LLC26$11.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC26$11.1K0.00%00.0%Unchanged
Salomon & Ludwin, LLC26$11.1K0.00%−154−85.6%Reduced
JNBA Financial Advisors26$11.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC26$11.1K0.00%+8+44.4%Added
Scarborough Advisors, LLC27$11.5K0.00%00.0%Unchanged
Triad Wealth Partners, LLC27$11.5K0.01%+27New
Continuum Advisory, LLC29$12.3K0.00%00.0%Unchanged
Main Street Group, LTD30$12.6K0.01%00.0%Unchanged
MCF Advisors LLC30$12.8K0.00%00.0%Unchanged
Sachetta, LLC30$13.0K0.01%+13+76.5%Added
Harvest Fund Management Co., Ltd31$13.0K0.00%−559−94.7%Reduced
Prestige Wealth Management Group LLC32$13.7K0.00%00.0%Unchanged
RFP Financial Group LLC34$14.5K0.01%−1−2.9%Reduced
Raffa Wealth Management, LLC36$15.4K0.00%00.0%Unchanged
Rogco, LP37$15.8K0.01%−20−35.1%Reduced
Rise Advisors, LLC37$15.9K0.01%00.0%Unchanged
WR Wealth Planners, LLC39$16.7K0.01%+19+95.0%Added
Cassady Schiller Wealth Management, LLC40$17.1K0.01%00.0%Unchanged
REAP Financial Group, LLC40$17.1K0.00%−3−7.0%Reduced
Financial Network Wealth Advisors LLC41$17.5K0.01%+41New
Custom Portfolio Group LLC42$17.9K0.01%00.0%Unchanged
Solstein Capital, LLC46$19.7K0.01%00.0%Unchanged
Founders Capital Management48$20.5K0.01%00.0%Unchanged
Altshuler Shaham Ltd48$20.5K0.00%+48New
PFS Partners, LLC50$21.4K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.50$21.4K0.00%+50New
Versant Capital Management, Inc53$22.6K0.01%+25+89.3%Added
Valued Wealth Advisors LLC53$22.6K0.02%+6+12.8%Added
Valley National Advisers Inc56$23.0K0.00%00.0%Unchanged
Atlantic Trust, LLC54$23.1K0.01%00.0%Unchanged
Mechanics Financial Corp55$23.5K0.01%00.0%Unchanged
Toth Financial Advisory Corp55$23.5K0.00%00.0%Unchanged
Creative Capital Management Investments LLC56$23.9K0.01%00.0%Unchanged
Westside Investment Management, Inc.58$24.8K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.59$25.2K0.00%+43+268.8%Added
First Foundation Advisors60$25.6K0.00%00.0%Unchanged
Accordant Advisory Group Inc60$25.6K0.02%+60New
Birchbrook, Inc.60$25.6K0.02%00.0%Unchanged