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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 405 | $173.0K | 0.05% | +9+2.3% | Added |
| Macroview Investment Management LLC | 420 | $179.4K | 0.19% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 420 | $179.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 427 | $182.3K | 0.11% | +378+771.4% | Added |
| Hamilton Capital Partners Inc. | 433 | $185.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $185.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 439 | $187.5K | 0.09% | +133+43.5% | Added |
| Sentry Investment Management LLC | 447 | $191.0K | 0.08% | −91−16.9% | Reduced |
| Tortoise Investment Management, LLC | 447 | $191.0K | 0.02% | +8+1.8% | Added |
| Cornerstone Planning Group LLC | 491 | $192.2K | 0.06% | −8−1.6% | Reduced |
| Kelly Financial Services LLC | 457 | $195.1K | 0.07% | +75+19.6% | Added |
| Boyd Watterson Asset Management LLC | 457 | $195.3K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 469 | $200.3K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 470 | $200.8K | 0.01% | −65−12.1% | Reduced |
| Alpha Family Trust | 470 | $200.8K | 0.12% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 471 | $201.2K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 473 | $202.0K | 0.00% | −6−1.3% | Reduced |
| Dechtman Wealth Management, LLC | 475 | $203.0K | 0.05% | +1+0.2% | Added |
| Clark Capital Management Group, Inc. | 476 | $203.3K | 0.00% | +476 | New |
| ORG Partners LLC | 480 | $204.5K | 0.03% | +480 | New |
| Narus Financial Partners, LLC | 479 | $204.6K | 0.08% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 480 | $205.1K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $205.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 480 | $205.1K | 0.16% | +480 | New |
| Sigma Planning Corp | 480 | $205.1K | 0.01% | +1+0.2% | Added |
| Platform Technology Partners | 482 | $205.9K | 0.07% | +482 | New |
| Guardian Wealth Advisors, LLC | 483 | $206.3K | 0.02% | −2−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 485 | $207.2K | 0.00% | −25,451−98.1% | Reduced |
| YHB Investment Advisors, Inc. | 488 | $208.5K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 489 | $208.9K | 0.01% | +489 | New |
| Vista Wealth Management Group, LLC | 490 | $209.2K | 0.02% | +490 | New |
| Annex Advisory Services, LLC | 494 | $211.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 494 | $211.0K | 0.10% | +494 | New |
| Private Client Services, LLC | 498 | $212.8K | 0.13% | +498 | New |
| Wealthcare Advisory Partners LLC | 499 | $213.3K | 0.01% | +499 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 499 | $213.3K | 0.01% | −54−9.8% | Reduced |
| Oldfather Financial Services, LLC | 500 | $213.6K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 481 | $214.3K | 0.05% | +481 | New |
| Moody National Bank Trust Division | 505 | $215.7K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $215.7K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 510 | $217.7K | 0.05% | +510 | New |
| West Oak Capital, LLC | 510 | $217.9K | 0.09% | +170+50.0% | Added |
| OneAscent Wealth Management LLC | 511 | $218.0K | 0.11% | −7−1.4% | Reduced |
| Abel Hall, LLC | 510 | $218.0K | 0.15% | +20+4.1% | Added |
| Diversify Advisory Services, LLC | 506 | $219.4K | 0.01% | −30−5.6% | Reduced |
| KCM Investment Advisors LLC | 514 | $219.6K | 0.01% | −131−20.3% | Reduced |
| Proequities, Inc. | 515 | $220.0K | 0.01% | +13+2.6% | Added |
| Optimist Retirement Group LLC | 515 | $220.0K | 0.12% | 00.0% | Unchanged |
| Somerset Trust Co | 515 | $220.0K | 0.09% | +515 | New |
| WSFS Capital Management, LLC | 517 | $220.7K | 0.01% | +10+2.0% | Added |
| Interchange Capital Partners, LLC | 520 | $221.2K | 0.08% | +520 | New |
| Avantax Planning Partners, Inc. | 519 | $221.7K | 0.01% | −35−6.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $222.6K | 0.06% | +32+6.5% | Added |
| Nwam LLC | 523 | $223.4K | 0.07% | +3+0.6% | Added |
| Ground Swell Capital, LLC | 523 | $223.4K | 0.22% | +523 | New |
| Jefferies Financial Group Inc. | 524 | $223.8K | 0.00% | −10,091−95.1% | Reduced |
| Tufton Capital Management | 530 | $226.4K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 533 | $227.7K | 0.14% | −1−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 535 | $228.5K | 0.02% | −2,368−81.6% | Reduced |
| SlateStone Wealth, LLC | 538 | $230.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 539 | $230.1K | 0.15% | +2+0.4% | Added |
| Change Path, LLC | 540 | $231.0K | 0.01% | −146−21.3% | Reduced |
| Heritage Investment Group, Inc. | 543 | $232.0K | 0.05% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 546 | $233.2K | 0.12% | −25−4.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 546 | $233.2K | 0.01% | −36−6.2% | Reduced |
| Vicus Capital | 546 | $233.4K | 0.02% | +28+5.4% | Added |
| Hobbs Group Advisors, LLC | 548 | $234.1K | 0.09% | +548 | New |
| Fluent Financial, LLC | 549 | $234.5K | 0.12% | −11−2.0% | Reduced |
| Philadelphia Trust Co | 550 | $235.0K | 0.02% | −70−11.3% | Reduced |
| Apella Capital, LLC | 543 | $235.3K | 0.01% | −28−4.9% | Reduced |
| Hamilton Capital, LLC | 553 | $236.1K | 0.02% | −138−20.0% | Reduced |
| Cascade Financial Partners, LLC | 553 | $236.2K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 555 | $237.1K | 0.06% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 557 | $237.9K | 0.09% | +557 | New |
| Advisors Capital Management, LLC | 556 | $238.0K | 0.00% | −8−1.4% | Reduced |
| Trust Point Inc. | 559 | $238.8K | 0.02% | −123−18.0% | Reduced |
| Cornerstone Wealth Group, LLC | 559 | $238.8K | 0.02% | +49+9.6% | Added |
| Quantum Financial Advisors, LLC | 560 | $239.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $239.2K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 562 | $240.3K | 0.02% | −3−0.5% | Reduced |
| HTLF Bank | 563 | $240.5K | 0.03% | −60−9.6% | Reduced |
| Childress Capital Advisors, LLC | 563 | $240.5K | 0.07% | −38−6.3% | Reduced |
| TNF LLC | 567 | $240.7K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 564 | $240.9K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 565 | $241.4K | 0.02% | +39+7.4% | Added |
| Westmount Partners, LLC | 568 | $242.0K | 0.08% | 00.0% | Unchanged |
| NDVR, Inc. | 568 | $242.6K | 0.25% | +7+1.2% | Added |
| Inceptionr LLC | 571 | $243.9K | 0.07% | −175−23.5% | Reduced |
| Five Oceans Advisors | 571 | $243.9K | 0.13% | −64−10.1% | Reduced |
| Intrua Financial, LLC | 577 | $246.5K | 0.04% | +2+0.3% | Added |
| Wealthstream Advisors, Inc. | 579 | $247.4K | 0.09% | +3+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 584 | $249.5K | 0.03% | +584 | New |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $250.2K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 586 | $250.3K | 0.21% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 587 | $250.8K | 0.00% | +587 | New |
| SeaCrest Wealth Management, LLC | 591 | $252.5K | 0.03% | +14+2.4% | Added |
| Parcion Private Wealth LLC | 593 | $253.3K | 0.02% | +8+1.4% | Added |
| Capital Analysts, LLC | 595 | $254.0K | 0.01% | −208−25.9% | Reduced |
| PFG Private Wealth Management, LLC | 595 | $254.2K | 0.15% | −11−1.8% | Reduced |
| Versor Investments LP | 596 | $254.6K | 0.05% | −2,404−80.1% | Reduced |