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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 61 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 64 | $27.3K | 0.00% | −40−38.5% | Reduced |
| Redmont Wealth Advisors LLC | 65 | $27.8K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $28.2K | 0.01% | +40+153.8% | Added |
| Bank & Trust Co | 67 | $28.6K | 0.02% | +67 | New |
| Hantz Financial Services, Inc. | 68 | $29.0K | 0.00% | −20−22.7% | Reduced |
| Roble, Belko & Company, Inc | 69 | $29.0K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 12,690 | $29.0K | 0.00% | +12,690 | New |
| WFA of San Diego, LLC | 68 | $29.0K | 0.03% | +68 | New |
| AdvisorNet Financial, Inc | 69 | $29.5K | 0.00% | −12−14.8% | Reduced |
| Piscataqua Savings Bank | 70 | $29.9K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $30.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 78 | $31.1K | 0.00% | −2−2.5% | Reduced |
| Adirondack Trust Co | 79 | $33.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 80 | $34.2K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 83 | $35.5K | 0.01% | +83 | New |
| Abound Wealth Management | 83 | $35.5K | 0.01% | −3−3.5% | Reduced |
| Benjamin Edwards Inc | 86 | $37.0K | 0.01% | +9+11.7% | Added |
| Financial Freedom, LLC | 88 | $37.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $39.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $41.4K | 0.00% | −40−29.2% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $42.7K | 0.02% | −67−40.1% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $42.7K | 0.03% | −37−27.0% | Reduced |
| Delta Asset Management LLC | 100 | $42.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $42.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $43.1K | 0.00% | +8+8.6% | Added |
| Trifecta Capital Advisors, LLC | 105 | $44.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 106 | $45.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 108 | $46.1K | 0.00% | +54+100.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $47.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $48.0K | 0.03% | +39+52.7% | Added |
| Financial Management Professionals, Inc. | 116 | $50.0K | 0.01% | +63+118.9% | Added |
| Westend Capital Management, LLC | 129 | $55.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 129 | $55.0K | 0.01% | −26−16.8% | Reduced |
| JFS Wealth Advisors, LLC | 129 | $55.1K | 0.00% | −11−7.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 131 | $55.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 132 | $56.4K | 0.00% | −86−39.4% | Reduced |
| Private Ocean, LLC | 132 | $56.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $56.8K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 135 | $57.7K | 0.01% | −8−5.6% | Reduced |
| Iron Horse Wealth Management, LLC | 137 | $58.6K | 0.02% | +137 | New |
| Financial Perspectives, Inc | 137 | $58.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 138 | $59.0K | 0.03% | −60−30.3% | Reduced |
| Byrne Asset Management LLC | 138 | $59.4K | 0.04% | – | – |
| Mizuho Bank, Ltd. | 140 | $59.8K | 0.01% | +140 | New |
| West Paces Advisors Inc. | 142 | $60.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $62.4K | 0.04% | +43+41.7% | Added |
| Evermay Wealth Management LLC | 148 | $63.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $64.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $64.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $65.4K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $66.5K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $67.9K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 165 | $71.0K | 0.01% | −100−37.7% | Reduced |
| Laurel Wealth Advisors LLC | 176 | $75.2K | 0.01% | −33−15.8% | Reduced |
| EdgeRock Capital LLC | 181 | $77.3K | 0.06% | +181 | New |
| Montag A & Associates Inc | 186 | $79.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 190 | $81.2K | 0.00% | +190 | New |
| Security National Bank | 191 | $81.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $85.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $85.4K | 0.02% | −2,700−93.1% | Reduced |
| Venturi Wealth Management, LLC | 201 | $85.9K | 0.01% | +175+673.1% | Added |
| Motco | 205 | $87.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $90.1K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 227 | $97.0K | 0.01% | −10−4.2% | Reduced |
| GW&K Investment Management, LLC | 229 | $98.0K | 0.00% | +3+1.3% | Added |
| Heritage Wealth Advisors | 240 | $102.5K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $104.7K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 248 | $105.9K | 0.02% | −10−3.9% | Reduced |
| Coston, McIsaac & Partners | 252 | $107.0K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 260 | $111.1K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $111.1K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $111.5K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $111.5K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $112.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 261 | $113.1K | 0.03% | +1+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 269 | $114.9K | 0.00% | +269 | New |
| Cromwell Holdings LLC | 273 | $116.6K | 0.07% | +273 | New |
| Raleigh Capital Management Inc. | 274 | $117.2K | 0.05% | +36+15.1% | Added |
| Field & Main Bank | 275 | $117.5K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 280 | $119.6K | 0.01% | +280 | New |
| Centaurus Financial, Inc. | 280 | $120.0K | 0.01% | −2−0.7% | Reduced |
| Westpac Banking Corp | 290 | $123.9K | 0.01% | −113−28.0% | Reduced |
| Jones Financial Companies LLLP | 297 | $126.9K | 0.00% | +262+748.6% | Added |
| First Personal Financial Services | 300 | $128.2K | 0.03% | −58−16.2% | Reduced |
| Alta Advisers Ltd | 300 | $128.2K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 307 | $131.1K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 320 | $136.7K | 0.01% | −24−7.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 334 | $142.6K | 0.03% | −3,671−91.7% | Reduced |
| FinTrust Capital Advisors, LLC | 338 | $144.4K | 0.03% | +291+619.1% | Added |
| Catalyst Capital Advisors LLC | 350 | $149.5K | 0.00% | −530−60.2% | Reduced |
| Webster Bank, N. A. | 359 | $153.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 362 | $154.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 376 | $160.6K | 0.02% | −158−29.6% | Reduced |
| State of Wyoming | 379 | $161.9K | 0.03% | +34+9.9% | Added |
| Family Firm, Inc. | 383 | $163.7K | 0.04% | −93−19.5% | Reduced |
| Acropolis Investment Management, LLC | 384 | $164.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 390 | $166.6K | 0.16% | −2,994−88.5% | Reduced |
| United Community Bank | 404 | $172.6K | 0.07% | −5−1.2% | Reduced |
| CVA Family Office, LLC | 405 | $173.0K | 0.03% | −1−0.2% | Reduced |